| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 17.988.579.110 $ | +2.887.312.200 $ | +90,1 % | 14.983.547.252 $ | -504.709.336 $ | +29,0 % | 14.825.730.576 $ | +159.533.100 $ | +55,6 % | 14.402.310.167 $ | +1.435.300.126 $ | +20,4 % | |
| BANK OF AMERICA CORP /DE/ | 2.410.605.183 $ | +626.931.229 $ | +35,1 % | 1.783.673.954 $ | +36.772.936 $ | +2,1 % | 1.746.901.018 $ | +41.983.152 $ | +2,5 % | 1.704.917.866 $ | +63.499.164 $ | +3,9 % |
| JPMORGAN CHASE & CO | 953.352.546 $ | +123.485.546 $ | +14,9 % | 829.867.000 $ | -48.155.517 $ | -5,5 % | 878.022.517 $ | -792.813.453 $ | -47,5 % | 1.670.835.970 $ | +925.885.873 $ | +124,3 % |
| NORTHERN TRUST CORP | 939.938.448 $ | +139.464.061 $ | +17,4 % | 800.474.387 $ | +28.245.767 $ | +3,7 % | 772.228.620 $ | +30.781.656 $ | +4,2 % | 741.446.964 $ | +48.735.476 $ | +7,0 % |
| MORGAN STANLEY | 910.906.592 $ | +195.091.133 $ | +27,3 % | 715.815.459 $ | +39.223.731 $ | +5,8 % | 676.591.728 $ | +52.851.350 $ | +8,5 % | 623.740.378 $ | +17.374.876 $ | +2,9 % |
| Empower Advisory Group, LLC | 813.893.361 $ | +52.231.810 $ | +6,9 % | 761.661.551 $ | -144.510.642 $ | -15,9 % | 906.172.193 $ | +143.712.096 $ | +18,8 % | 762.460.097 $ | +39.149.396 $ | +5,4 % |
| FMR LLC | 846.561.728 $ | +182.848.143 $ | +27,5 % | 663.713.585 $ | +54.801.152 $ | +9,0 % | 608.912.433 $ | +79.110.510 $ | +14,9 % | 529.801.923 $ | +78.023.905 $ | +17,3 % |
| Betterment LLC | 674.146.000 $ | +70.581.000 $ | +11,7 % | 603.565.000 $ | +2.499.000 $ | +0,4 % | 601.066.000 $ | +16.898.000 $ | +2,9 % | 584.168.000 $ | +36.826.000 $ | +6,7 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 5.352.634 $ | +550.406 $ | +11,5 % | 4.802.228 $ | -663.412.110 $ | -99,3 % | 668.214.338 $ | -501.420 $ | -0,1 % | 668.715.758 $ | +51.296.413 $ | +8,3 % |
| TIAA Wealth Investment Management LLC | 508.953.762 $ | +66.402.278 $ | +15,0 % | 442.551.484 $ | ||||||||
| LPL Financial LLC | 315.239.498 $ | +93.021.200 $ | +41,9 % | 222.218.298 $ | +29.744.756 $ | +15,5 % | 192.473.542 $ | +23.785.496 $ | +14,1 % | 168.688.046 $ | +31.437.133 $ | +22,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 292.464.536 $ | -11.792.842 $ | -3,9 % | 304.257.378 $ | +890.831 $ | +0,3 % | 303.366.547 $ | +16.911.436 $ | +5,9 % | 286.455.111 $ | -63.524.715 $ | -18,2 % |
| WELLS FARGO & COMPANY/MN | 289.604.960 $ | +31.302.234 $ | +12,1 % | 258.302.726 $ | -44.773.193 $ | -14,8 % | 303.075.919 $ | +47.411.753 $ | +18,5 % | 255.664.166 $ | -5.199.503 $ | -2,0 % |
| UBS Group AG | 288.597.785 $ | +45.664.063 $ | +18,8 % | 242.933.722 $ | +39.782.220 $ | +19,6 % | 203.151.502 $ | +3.910.653 $ | +2,0 % | 199.240.849 $ | +5.193.975 $ | +2,7 % |
| Wealthfront Advisers LLC | 269.644.136 $ | +40.204.556 $ | +17,5 % | 229.439.580 $ | -2.596.776 $ | -1,1 % | 232.036.356 $ | +14.901.425 $ | +6,9 % | 217.134.931 $ | +22.265.686 $ | +11,4 % |
| Acorns Advisers, LLC | 269.569.000 $ | +33.234.000 $ | +14,1 % | 236.335.000 $ | -100.000 $ | -0,0 % | 236.435.000 $ | +9.941.000 $ | +4,4 % | 226.494.000 $ | +16.903.000 $ | +8,1 % |
| GOLDMAN SACHS GROUP INC | 229.236.670 $ | -36.214.127 $ | -13,6 % | 265.450.797 $ | +45.187.619 $ | +20,5 % | 220.263.178 $ | -33.719.511 $ | -13,3 % | 253.982.689 $ | -19.841.973 $ | -7,2 % |
| Creative Planning | 262.568.665 $ | +39.702.511 $ | +17,8 % | 222.866.154 $ | +11.350.093 $ | +5,4 % | 211.516.061 $ | +9.974.955 $ | +4,9 % | 201.541.106 $ | +14.605.321 $ | +7,8 % |
| WIT, LLC | 250.463.707 $ | +11.757.339 $ | +4,9 % | 238.706.368 $ | +32.391.057 $ | +15,7 % | 206.315.311 $ | +7.095.624 $ | +3,6 % | 199.219.687 $ | +19.499.854 $ | +10,9 % |
| US BANCORP \DE\ | 236.773.704 $ | +96.646.099 $ | +69,0 % | 140.127.605 $ | +29.774.147 $ | +27,0 % | 110.353.458 $ | -104.680 $ | -0,1 % | 110.458.138 $ | +4.964.970 $ | +4,7 % |
| MERCER GLOBAL ADVISORS INC /ADV | 232.436.073 $ | +37.795.109 $ | +19,4 % | 194.640.964 $ | +10.593.266 $ | +5,8 % | 184.047.698 $ | +6.960.039 $ | +3,9 % | 177.087.659 $ | +19.641.117 $ | +12,5 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 228.626.877 $ | +42.004.138 $ | +22,5 % | 186.622.739 $ | +8.638.934 $ | +4,9 % | 177.983.805 $ | +12.168.797 $ | +7,3 % | 165.815.008 $ | +14.803.302 $ | +9,8 % |
| BlackRock, Inc. | 221.403.089 $ | +8.732.254 $ | +4,1 % | 212.670.835 $ | +39.028.187 $ | +22,5 % | 173.642.648 $ | +8.979.219 $ | +5,5 % | 164.663.429 $ | -9.997.098 $ | -5,7 % |
| AMERIPRISE FINANCIAL INC | 214.272.933 $ | +28.527.760 $ | +15,4 % | 185.745.173 $ | +2.834.746 $ | +1,5 % | 182.910.427 $ | +198.602 $ | +0,1 % | 182.711.825 $ | -6.861.517 $ | -3,6 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 208.018.355 $ | +25.852.372 $ | +14,2 % | 182.165.983 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 195.086.996 $ | +28.483.110 $ | +17,1 % | 166.603.886 $ | +18.331.982 $ | +12,4 % | 148.271.904 $ | +12.220.209 $ | +9,0 % | 136.051.695 $ | +22.418.955 $ | +19,7 % |
| HighTower Advisors, LLC | 173.524.244 $ | +46.172.607 $ | +36,3 % | 127.351.637 $ | +5.284.798 $ | +4,3 % | 122.066.839 $ | +32.286.938 $ | +36,0 % | 89.779.901 $ | +6.198.172 $ | +7,4 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 158.700.368 $ | +18.802.966 $ | +13,4 % | 139.897.402 $ | +4.917.107 $ | +3,6 % | 134.980.295 $ | +1.801.278 $ | +1,4 % | 133.179.017 $ | -3.440.518 $ | -2,5 % |
| JANE STREET GROUP, LLC | 27.808.883 $ | -8.682.769 $ | -23,8 % | 36.491.652 $ | -109.735.705 $ | -75,0 % | 146.227.357 $ | +138.007.490 $ | +1.679,0 % | 8.219.867 $ | -70.630.465 $ | -89,6 % |
| M&T BANK CORP | 140.261.702 $ | +41.997.580 $ | +42,7 % | 98.264.122 $ | -17.688.446 $ | -15,3 % | 115.952.568 $ | +3.733.330 $ | +3,3 % | 112.219.238 $ | +9.468.981 $ | +9,2 % |
| ROYAL BANK OF CANADA | 138.080.000 $ | +18.183.000 $ | +15,2 % | 119.897.000 $ | +2.400.000 $ | +2,0 % | 117.497.000 $ | +16.329.000 $ | +16,1 % | 101.168.000 $ | -87.932.000 $ | -46,5 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 136.011.677 $ | +21.227.357 $ | +18,5 % | 114.784.320 $ | +4.206.247 $ | +3,8 % | 110.578.073 $ | +7.869.073 $ | +7,7 % | 102.709.000 $ | -4.064.000 $ | -3,8 % |
| FIDUCIARY TRUST CO | 135.054.704 $ | +14.000.684 $ | +11,6 % | 121.054.020 $ | +4.669.567 $ | +4,0 % | 116.384.453 $ | +2.986.599 $ | +2,6 % | 113.397.854 $ | +12.284.079 $ | +12,1 % |
| SPINNAKER TRUST | 93.618.835 $ | -6.860.439 $ | -6,8 % | 100.479.274 $ | +370.641 $ | +0,4 % | 100.108.633 $ | +2.317.330 $ | +2,4 % | 97.791.303 $ | +4.089.141 $ | +4,4 % |
| FIFTH THIRD BANCORP | 94.400.991 $ | +8.419.616 $ | +9,8 % | 85.981.375 $ | +8.043.094 $ | +10,3 % | 77.938.281 $ | -2.573.979 $ | -3,2 % | 80.512.260 $ | +773.546 $ | +1,0 % |
| MISSION WEALTH MANAGEMENT, LP | 94.295.990 $ | +17.853.792 $ | +23,4 % | 76.442.198 $ | +1.119.572 $ | +1,5 % | 75.322.626 $ | +1.437.407 $ | +1,9 % | 73.885.219 $ | +5.965.158 $ | +8,8 % |
| Cambridge Investment Research Advisors, Inc. | 92.903.000 $ | +44.391.000 $ | +91,5 % | 48.512.000 $ | +321.000 $ | +0,7 % | 48.191.000 $ | +5.598.000 $ | +13,1 % | 42.593.000 $ | +1.416.000 $ | +3,4 % |
| Corient Private Wealth LP | 49.209.479 $ | +3.984.884 $ | +8,8 % | 45.224.595 $ | -43.880.363 $ | -49,2 % | 89.104.958 $ | +45.920.872 $ | +106,3 % | 43.184.086 $ | +2.438.382 $ | +6,0 % |
| RAYMOND JAMES FINANCIAL INC | 88.555.473 $ | +22.368.502 $ | +33,8 % | 66.186.971 $ | +3.271.881 $ | +5,2 % | 62.915.090 $ | +14.444.462 $ | +29,8 % | 48.470.628 $ | +5.743.857 $ | +13,4 % |
| MEITAV INVESTMENT HOUSE LTD | 86.154.537 $ | +80.377.726 $ | +1.391,4 % | 5.776.811 $ | +949.948 $ | +19,7 % | 4.826.863 $ | -822.264 $ | -14,6 % | 5.649.127 $ | +166.025 $ | +3,0 % |
| EP Wealth Advisors, LLC | 85.231.526 $ | +13.939.768 $ | +19,6 % | 71.291.758 $ | +265.375 $ | +0,4 % | 71.026.383 $ | +10.340.991 $ | +17,0 % | |||
| SEI INVESTMENTS CO | 81.538.332 $ | +9.565.119 $ | +13,3 % | 71.973.213 $ | -642.702 $ | -0,9 % | 72.615.915 $ | +1.701.562 $ | +2,4 % | 70.914.353 $ | +5.241.179 $ | +8,0 % |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 79.708.593 $ | |||||||||||
| Beacon Pointe Advisors, LLC | 72.017.995 $ | +10.215.381 $ | +16,5 % | 61.802.614 $ | +28.021.040 $ | +82,9 % | 33.781.574 $ | +2.959.686 $ | +9,6 % | 30.821.888 $ | +22.419.512 $ | +266,8 % |
| IMPACTfolio, LLC | 71.488.823 $ | +9.235.339 $ | +14,8 % | 62.253.484 $ | +4.468.895 $ | +7,7 % | 57.784.589 $ | +1.027.945 $ | +1,8 % | 56.756.644 $ | +5.549.087 $ | +10,8 % |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 45.664.782 $ | -20.859.023 $ | -31,4 % | 66.523.805 $ | ||||||||
| Warner Group LLC | 65.027.954 $ | +47.634.541 $ | +273,9 % | 17.393.413 $ | +2.736.174 $ | +18,7 % | 14.657.239 $ | +1.091.188 $ | +8,0 % | 13.566.051 $ | ||
| ALLIANCEBERNSTEIN L.P. | 62.861.415 $ | +42.507.843 $ | +208,8 % | 20.353.572 $ | +5.875.745 $ | +40,6 % | 14.477.827 $ | +61.335 $ | +0,4 % | 14.416.492 $ | +845.015 $ | +6,2 % |
| Federation des caisses Desjardins du Quebec | 3.573.211 $ | -702.818 $ | -16,4 % | 4.276.029 $ | -55.753.298 $ | -92,9 % | 60.029.327 $ | -863.436 $ | -1,4 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 57.940.192 $ | +6.311.423 $ | +12,2 % | 51.628.769 $ | +218.900 $ | +0,4 % | 51.409.869 $ | +683.999 $ | +1,3 % | 50.725.870 $ | +3.538.565 $ | +7,5 % |
| JONES FINANCIAL COMPANIES LLLP | 57.712.220 $ | +18.202.027 $ | +46,1 % | 39.510.193 $ | +7.878.435 $ | +24,9 % | 31.631.758 $ | +4.579.144 $ | +16,9 % | 27.052.614 $ | +3.981.940 $ | +17,3 % |
| Mariner, LLC | 57.203.040 $ | +6.540.476 $ | +12,9 % | 50.662.564 $ | +3.710.944 $ | +7,9 % | 46.951.620 $ | +2.862.261 $ | +6,5 % | 44.089.359 $ | +4.839.266 $ | +12,3 % |
| CITADEL ADVISORS LLC | 29.044.074 $ | +27.065.566 $ | +1.368,0 % | 1.978.508 $ | -53.262.138 $ | -96,4 % | 55.240.646 $ | +40.497.620 $ | +274,7 % | 14.743.026 $ | -3.762.659 $ | -20,3 % |
| Cetera Investment Advisers | 53.966.854 $ | +2.219.371 $ | +4,3 % | 51.747.483 $ | +3.501.479 $ | +7,3 % | 48.246.004 $ | +4.874.410 $ | +11,2 % | 43.371.594 $ | +10.655.121 $ | +32,6 % |
| MML INVESTORS SERVICES, LLC | 52.463.271 $ | +12.001.836 $ | +29,7 % | 40.461.435 $ | -2.922.541 $ | -6,7 % | 43.383.976 $ | +3.666.136 $ | +9,2 % | 39.717.840 $ | +3.232.840 $ | +8,9 % |
| Ally Invest Advisors Inc. | 47.931.827 $ | +5.496.586 $ | +13,0 % | 42.435.241 $ | +1.314.079 $ | +3,2 % | 41.121.162 $ | +1.467.698 $ | +3,7 % | 39.653.464 $ | +3.038.674 $ | +8,3 % |
| EASTERN BANK | 47.382.081 $ | +2.967.642 $ | +6,7 % | 44.414.439 $ | +2.446.103 $ | +5,8 % | 41.968.336 $ | +691.041 $ | +1,7 % | 41.277.295 $ | +8.016.663 $ | +24,1 % |
| Composition Wealth, LLC | 45.547.786 $ | +4.474.499 $ | +10,9 % | 41.073.287 $ | +1.120.059 $ | +2,8 % | 39.953.228 $ | +2.535.309 $ | +6,8 % | 37.417.919 $ | +2.317.374 $ | +6,6 % |
| Vontobel Holding Ltd. | 44.744.000 $ | +7.128.000 $ | +18,9 % | 37.616.000 $ | -547.400 $ | -1,4 % | 38.163.400 $ | -2.874.563 $ | -7,0 % | 41.037.963 $ | +3.384.138 $ | +9,0 % |
| Olde Wealth Management, LLC | 44.619.000 $ | +4.152.000 $ | +10,3 % | 40.467.000 $ | +1.514.000 $ | +3,9 % | 38.953.000 $ | +894.000 $ | +2,3 % | 38.059.000 $ | ||
| Sand Hill Global Advisors, LLC | 44.241.334 $ | +4.697.508 $ | +11,9 % | 39.543.826 $ | +631.427 $ | +1,6 % | 38.912.399 $ | +8.806.194 $ | +29,3 % | 30.106.205 $ | +2.293.235 $ | +8,2 % |
| FLOW TRADERS U.S. LLC | 229.000 $ | -1.528.000 $ | -87,0 % | 1.757.000 $ | -41.627.000 $ | -96,0 % | 43.384.000 $ | +35.262.000 $ | +434,2 % | 8.122.000 $ | -5.085.000 $ | -38,5 % |
| YOUSIF CAPITAL MANAGEMENT, LLC | 42.778.665 $ | +5.805.676 $ | +15,7 % | 36.972.989 $ | -1.504.304 $ | -3,9 % | 38.477.293 $ | +2.283.120 $ | +6,3 % | 36.194.173 $ | -1.895.439 $ | -5,0 % |
| STIFEL FINANCIAL CORP | 42.391.016 $ | +13.013.835 $ | +44,3 % | 29.377.181 $ | +2.657.548 $ | +9,9 % | 26.719.633 $ | +8.365.534 $ | +45,6 % | 18.354.099 $ | +1.693.316 $ | +10,2 % |
| Forefront Analytics, LLC | 21.239.916 $ | -19.887.443 $ | -48,4 % | 41.127.359 $ | +4.979.415 $ | +13,8 % | 36.147.944 $ | +10.328.736 $ | +40,0 % | 25.819.208 $ | +13.833.497 $ | +115,4 % |
| MATHER GROUP, LLC. | 40.953.306 $ | +7.796.801 $ | +23,5 % | 33.156.505 $ | +691.545 $ | +2,1 % | 32.464.960 $ | +2.014.709 $ | +6,6 % | 30.450.251 $ | +2.206.386 $ | +7,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.267.378 $ | +9.499.726 $ | +97,3 % | 9.767.652 $ | -30.752.113 $ | -75,9 % | 40.519.765 $ | -29.174.123 $ | -41,9 % | |||
| Envestnet Portfolio Solutions, Inc. | 31.120.104 $ | -6.707.116 $ | -17,7 % | 37.827.220 $ | -2.507.096 $ | -6,2 % | 40.334.316 $ | +3.686.261 $ | +10,1 % | 36.648.055 $ | +7.903.002 $ | +27,5 % |
| Bond & Devick Financial Network, Inc. | 40.117.231 $ | +6.446.654 $ | +19,1 % | 33.670.577 $ | -229.645 $ | -0,7 % | 33.900.222 $ | +1.922.927 $ | +6,0 % | 31.977.295 $ | +3.459.530 $ | +12,1 % |
| Modera Wealth Management, LLC | 39.745.422 $ | +4.993.193 $ | +14,4 % | 34.752.229 $ | +630.558 $ | +1,8 % | 34.121.671 $ | +809.241 $ | +2,4 % | 33.312.430 $ | +1.956.332 $ | +6,2 % |
| Stanich Group LLC | 39.593.601 $ | +6.074.952 $ | +18,1 % | 33.518.649 $ | +1.550.956 $ | +4,9 % | 31.967.693 $ | +2.109.512 $ | +7,1 % | 29.858.181 $ | +2.766.841 $ | +10,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 38.758.000 $ | +11.900.000 $ | +44,3 % | 26.858.000 $ | -1.187.000 $ | -4,2 % | 28.045.000 $ | +4.066.000 $ | +17,0 % | 23.979.000 $ | +21.310.000 $ | +798,4 % |
| FIRST MERCHANTS CORP | 38.254.664 $ | +5.579.234 $ | +17,1 % | 32.675.430 $ | -1.427.664 $ | -4,2 % | 34.103.094 $ | +378.564 $ | +1,1 % | 33.724.530 $ | +3.321.575 $ | +10,9 % |
| High Note Wealth, LLC | 37.367.161 $ | +2.989.616 $ | +8,7 % | 34.377.545 $ | +119.014 $ | +0,3 % | 34.258.531 $ | +612.915 $ | +1,8 % | 33.645.616 $ | +1.245.117 $ | +3,8 % |
| D.A. DAVIDSON & CO. | 37.192.415 $ | +3.154.803 $ | +9,3 % | 34.037.612 $ | -577.338 $ | -1,7 % | 34.614.950 $ | -217.889 $ | -0,6 % | 34.832.839 $ | +1.016.810 $ | +3,0 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36.615.050 $ | +5.767.549 $ | +18,7 % | 30.847.501 $ | -2.545.412 $ | -7,6 % | 33.392.913 $ | +2.802.897 $ | +9,2 % | 30.590.016 $ | +2.324.658 $ | +8,2 % |
| TRUIST FINANCIAL CORP | 35.426.570 $ | +9.379.328 $ | +36,0 % | 26.047.242 $ | +632.057 $ | +2,5 % | 25.415.185 $ | +5.040.695 $ | +24,7 % | 20.374.490 $ | +2.467.057 $ | +13,8 % |
| FULTON BANK, N.A. | 32.453.554 $ | +3.064.545 $ | +10,4 % | 29.389.009 $ | +243.740 $ | +0,8 % | 29.145.269 $ | -4.972.005 $ | -14,6 % | 34.117.274 $ | +2.490.425 $ | +7,9 % |
| AlTi Global, Inc. | 33.577.242 $ | +3.320.964 $ | +11,0 % | 30.256.278 $ | +755.104 $ | +2,6 % | 29.501.174 $ | +1.809.835 $ | +6,5 % | 27.691.339 $ | +2.398.219 $ | +9,5 % |
| NORTH STAR ASSET MANAGEMENT INC | 33.425.793 $ | +4.254.476 $ | +14,6 % | 29.171.317 $ | +704.221 $ | +2,5 % | 28.467.096 $ | -30.511 $ | -0,1 % | 28.497.607 $ | +2.102.851 $ | +8,0 % |
| Global Retirement Partners, LLC | 32.475.910 $ | +4.940.780 $ | +17,9 % | 27.535.130 $ | +24.338.696 $ | +761,4 % | 3.196.434 $ | +225.494 $ | +7,6 % | |||
| Clearstead Advisors, LLC | 14.276.709 $ | -17.236.913 $ | -54,7 % | 31.513.622 $ | +31.280.785 $ | +13.434,6 % | 232.837 $ | +14.231 $ | +6,5 % | 218.606 $ | +12.577 $ | +6,1 % |
| Wealth Architects, LLC | 30.938.507 $ | +3.552.081 $ | +13,0 % | 27.386.426 $ | +720.585 $ | +2,7 % | 26.665.841 $ | +2.665.638 $ | +11,1 % | 24.000.203 $ | +1.986.340 $ | +9,0 % |
| CAPTRUST FINANCIAL ADVISORS | 30.332.846 $ | +9.435.929 $ | +45,2 % | 20.896.917 $ | -704.229 $ | -3,3 % | 21.601.146 $ | +1.528.256 $ | +7,6 % | 20.072.890 $ | +1.055.456 $ | +5,5 % |
| Financial Engines Advisors L.L.C. | 30.203.691 $ | +2.860.833 $ | +10,5 % | 27.342.858 $ | +5.176.425 $ | +23,4 % | 22.166.433 $ | +1.764.018 $ | +8,6 % | 20.402.415 $ | +1.854.716 $ | +10,0 % |
| Steward Partners Investment Advisory, LLC | 29.068.058 $ | +2.098.838 $ | +7,8 % | 26.969.220 $ | +1.845.286 $ | +7,3 % | 25.123.934 $ | +2.665.299 $ | +11,9 % | 22.458.635 $ | +3.096.813 $ | +16,0 % |
| Advisory Services Network, LLC | 28.886.632 $ | +6.735.510 $ | +30,4 % | 22.151.122 $ | +679.213 $ | +3,2 % | 21.471.909 $ | +2.256.950 $ | +11,7 % | 19.214.959 $ | +2.018.858 $ | +11,7 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 23.638.296 $ | -5.231.711 $ | -18,1 % | 28.870.007 $ | +3.948.958 $ | +15,8 % | 24.921.049 $ | +2.006.584 $ | +8,8 % | 22.914.465 $ | +3.069.358 $ | +15,5 % |
| OSAIC HOLDINGS, INC. | 28.453.286 $ | +13.012.776 $ | +84,3 % | 15.440.510 $ | -1.099.458 $ | -6,6 % | 16.539.968 $ | -124.458 $ | -0,7 % | 16.664.426 $ | +3.427.742 $ | +25,9 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 28.367.592 $ | +2.669.102 $ | +10,4 % | 25.698.490 $ | -2.716.121 $ | -9,6 % | 28.414.611 $ | +554.649 $ | +2,0 % | 27.859.962 $ | +2.049.598 $ | +7,9 % |
| Alesco Advisors, LLC, An ESL Co | 26.780.111 $ | +2.766.187 $ | +11,5 % | 24.013.924 $ | -1.170.039 $ | -4,6 % | 25.183.963 $ | +923.867 $ | +3,8 % | 24.260.096 $ | -18.498 $ | -0,1 % |
| Private Advisor Group, LLC | 26.324.916 $ | +2.943.490 $ | +12,6 % | 23.381.426 $ | +3.514.967 $ | +17,7 % | 19.866.459 $ | +629.674 $ | +3,3 % | 19.236.785 $ | +1.509.281 $ | +8,5 % |
| NATIONAL BANK OF CANADA /FI/ | 16.498.112 $ | -9.012.412 $ | -35,3 % | 25.510.524 $ | +16.927.860 $ | +197,2 % | 8.582.664 $ | +891.980 $ | +11,6 % | 7.690.684 $ | -2.377.716 $ | -23,6 % |
| Bank Julius Baer & Co. Ltd, Zurich | 135.954 $ | -657.382 $ | -82,9 % | 793.336 $ | -24.630.760 $ | -96,9 % | 25.424.096 $ | |||||
| Rockefeller Capital Management L.P. | 25.072.335 $ | +9.698.506 $ | +63,1 % | 15.373.829 $ | +919.428 $ | +6,4 % | 14.454.401 $ | +3.351.585 $ | +30,2 % | 11.102.816 $ | -6.976.852 $ | -38,6 % |
| Ellevest, Inc. | 24.720.281 $ | +4.106.300 $ | +19,9 % | 20.613.981 $ | +974.731 $ | +5,0 % | 19.639.250 $ | +818.266 $ | +4,3 % | 18.820.984 $ | +2.323.046 $ | +14,1 % |
| Baird Financial Group, Inc. | 24.666.879 $ | +2.721.060 $ | +12,4 % | 21.945.819 $ | +451.084 $ | +2,1 % | 21.494.735 $ | +593.532 $ | +2,8 % | 20.901.203 $ | +1.361.577 $ | +7,0 % |
| OLD MISSION CAPITAL LLC | 7.506.774 $ | -17.049.404 $ | -69,4 % | 24.556.178 $ | +4.826.210 $ | +24,5 % | ||||||
| PARK AVENUE SECURITIES LLC | 22.266.000 $ | -2.066.000 $ | -8,5 % | 24.332.000 $ | +14.894.000 $ | +157,8 % | 9.438.000 $ | -13.126.000 $ | -58,2 % | 22.564.000 $ | +5.487.000 $ | +32,1 % |
| SigFig Wealth Management, LLC | 1.906.133 $ | -200.861 $ | -9,5 % | 2.106.994 $ | -21.337.188 $ | -91,0 % | 23.444.182 $ | +367.707 $ | +1,6 % | 23.076.475 $ | +23.758 $ | +0,1 % |
| Accredited Investors Inc. | 23.396.709 $ | +3.261.037 $ | +16,2 % | 20.135.672 $ | +208.942 $ | +1,0 % | 19.926.730 $ | +497.060 $ | +2,6 % | 19.429.670 $ | +517.896 $ | +2,7 % |
| BLAIR WILLIAM & CO/IL | 23.210.766 $ | +1.070.246 $ | +4,8 % | 22.140.520 $ | +1.846.507 $ | +9,1 % | 20.294.013 $ | +668.301 $ | +3,4 % | 19.625.712 $ | +2.762.786 $ | +16,4 % |
| Pathstone Holdings, LLC | 18.055.565 $ | -4.929.171 $ | -21,4 % | 22.984.736 $ | +394.262 $ | +1,7 % | 22.590.474 $ | +365.623 $ | +1,6 % | 22.224.851 $ | +1.484.252 $ | +7,2 % |
| LFA - Lugano Financial Advisors SA | 1.242.611 $ | -21.740.275 $ | -94,6 % | 22.982.886 $ | +767.238 $ | +3,5 % | 22.215.648 $ | +871.903 $ | +4,1 % | 21.343.745 $ | +863.116 $ | +4,2 % |
| Odyssey Group, LLC | 22.907.976 $ | |||||||||||
| Litman Gregory Wealth Management LLC | 21.507.432 $ | -262.992 $ | -1,2 % | 21.770.424 $ | +3.405.012 $ | +18,5 % | ||||||
| HOWLAND CAPITAL MANAGEMENT LLC | 21.740.493 $ | +1.562.504 $ | +7,7 % | 20.177.989 $ | +155.711 $ | +0,8 % | 20.022.278 $ | +392.285 $ | +2,0 % | 19.629.993 $ | -431.037 $ | -2,1 % |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 21.398.182 $ | +15.801.344 $ | +282,3 % | 5.596.838 $ | -4.481.603 $ | -44,5 % | ||||||
| TWO SIGMA INVESTMENTS, LP | 20.904.366 $ | |||||||||||
| PRINCIPAL FINANCIAL GROUP INC | 19.886.303 $ | +3.235.731 $ | +19,4 % | 16.650.572 $ | +4.939.983 $ | +42,2 % | 11.710.589 $ | -2.346.901 $ | -16,7 % | 14.057.490 $ | +11.571.918 $ | +465,6 % |
| NewEdge Advisors, LLC | 19.885.201 $ | +5.604.714 $ | +39,2 % | 14.280.487 $ | +1.303.012 $ | +10,0 % | 12.977.475 $ | +599.916 $ | +4,8 % | 12.377.559 $ | +1.179.345 $ | +10,5 % |
| Laurel Wealth Planning LLC | 19.510.143 $ | +1.900.906 $ | +10,8 % | 17.609.237 $ | +50.451 $ | +0,3 % | 17.558.786 $ | +223.727 $ | +1,3 % | 17.335.059 $ | +1.109.482 $ | +6,8 % |
| BAILARD, INC. | 19.382.147 $ | +2.556.513 $ | +15,2 % | 16.825.634 $ | +121.344 $ | +0,7 % | 16.704.290 $ | +1.016.828 $ | +6,5 % | 15.687.462 $ | +1.113.418 $ | +7,6 % |
| FinArc Investments, Inc. | 19.351.303 $ | +1.324.638 $ | +7,3 % | 18.026.665 $ | ||||||||
| Wealthspire Advisors, LLC | 19.257.165 $ | +4.505.446 $ | +30,5 % | 14.751.719 $ | -1.550.002 $ | -9,5 % | 16.301.721 $ | +539.296 $ | +3,4 % | 15.762.425 $ | +511.038 $ | +3,4 % |
| Independent Advisor Alliance | 19.027.352 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 18.814.433 $ | |||||||||||
| Windsor Capital Management, LLC | 18.268.097 $ | +1.463.889 $ | +8,7 % | 16.804.208 $ | -405.948 $ | -2,4 % | 17.210.156 $ | +293.571 $ | +1,7 % | 16.916.585 $ | +1.207.451 $ | +7,7 % |
| Cerity Partners LLC | 18.250.976 $ | +3.381.709 $ | +22,7 % | 14.869.267 $ | +1.280.667 $ | +9,4 % | 13.588.600 $ | +1.313.305 $ | +10,7 % | 12.275.295 $ | +657.738 $ | +5,7 % |
| Focus Partners Wealth | 17.923.257 $ | +1.913.255 $ | +12,0 % | 16.010.002 $ | +2.062.111 $ | +14,8 % | 13.947.891 $ | +2.395.311 $ | +20,7 % | 11.552.580 $ | +1.590.294 $ | +16,0 % |
| Apella Capital, LLC | 17.829.482 $ | +662.333 $ | +3,9 % | 17.167.149 $ | +2.586.486 $ | +17,7 % | 14.580.663 $ | +624.494 $ | +4,5 % | 13.956.169 $ | +841.444 $ | +6,4 % |
| Quent Capital, LLC | 17.203.446 $ | +2.455.529 $ | +16,7 % | 14.747.917 $ | +202.336 $ | +1,4 % | 14.545.581 $ | +450.404 $ | +3,2 % | 14.095.177 $ | +1.028.665 $ | +7,9 % |
| Mirae Asset Global Investments Co., Ltd. | 16.295.172 $ | +463.967 $ | +2,9 % | 15.831.205 $ | -1.370.261 $ | -8,0 % | 17.201.466 $ | +2.178.243 $ | +14,5 % | 15.023.223 $ | -10.666.226 $ | -41,5 % |
| FRANKLIN RESOURCES INC | 16.968.073 $ | +1.773.389 $ | +11,7 % | 15.194.684 $ | +346.344 $ | +2,3 % | 14.848.340 $ | +492.686 $ | +3,4 % | 14.355.654 $ | +616.057 $ | +4,5 % |
| Clarius Group, LLC | 16.487.623 $ | +217.896 $ | +1,3 % | 16.269.727 $ | +797.339 $ | +5,2 % | ||||||
| NorthRock Partners, LLC | 16.183.665 $ | +2.061.996 $ | +14,6 % | 14.121.669 $ | +139.579 $ | +1,0 % | 13.982.090 $ | +10.956.338 $ | +362,1 % | 3.025.752 $ | +1.241.962 $ | +69,6 % |
| CITIZENS FINANCIAL GROUP INC/RI | 10.609.343 $ | -9.361 $ | -0,1 % | 10.618.704 $ | -82.576 $ | -0,8 % | 10.701.280 $ | -4.828.946 $ | -31,1 % | 15.530.226 $ | -561.872 $ | -3,5 % |
| Robertson Stephens Wealth Management, LLC | 15.390.204 $ | +2.115.946 $ | +15,9 % | 13.274.258 $ | +870.642 $ | +7,0 % | 12.403.616 $ | +3.074.295 $ | +33,0 % | 9.329.321 $ | +1.263.565 $ | +15,7 % |
| Savant Capital, LLC | 15.113.059 $ | +1.741.749 $ | +13,0 % | 13.371.310 $ | +195.600 $ | +1,5 % | 13.175.710 $ | -2.168.847 $ | -14,1 % | 15.344.557 $ | +1.170.367 $ | +8,3 % |
| CITIGROUP INC | 11.028.079 $ | -1.132.248 $ | -9,3 % | 12.160.327 $ | -836.784 $ | -6,4 % | 12.997.111 $ | -1.536.611 $ | -10,6 % | 14.533.722 $ | -25.483.766 $ | -63,7 % |
| Impact Investors, Inc | 14.348.747 $ | +457.489 $ | +3,3 % | 13.891.258 $ | +490.157 $ | +3,7 % | 13.401.101 $ | +2.857.927 $ | +27,1 % | 10.543.174 $ | +2.973.862 $ | +39,3 % |
| Shira Ridge Wealth Management | 13.888.372 $ | +852.512 $ | +6,5 % | 13.035.860 $ | +48.767 $ | +0,4 % | 12.987.093 $ | +401.693 $ | +3,2 % | 12.585.400 $ | +1.119.395 $ | +9,8 % |
| Farther Finance Advisors, LLC | 13.190.212 $ | +4.259.643 $ | +47,7 % | 8.930.569 $ | +2.656.271 $ | +42,3 % | 6.274.298 $ | +3.979.535 $ | +173,4 % | 2.294.763 $ | +862.638 $ | +60,2 % |
| Fund Evaluation Group, LLC | 12.869.356 $ | +1.314.098 $ | +11,4 % | 11.555.258 $ | -1.616.860 $ | -12,3 % | 13.172.118 $ | +970.446 $ | +8,0 % | 12.201.672 $ | +455.567 $ | +3,9 % |
| HB Wealth Management, LLC | 13.041.054 $ | +2.108.883 $ | +19,3 % | 10.932.171 $ | +569.314 $ | +5,5 % | 10.362.857 $ | +300.190 $ | +3,0 % | 10.062.667 $ | +859.778 $ | +9,3 % |
| RAFFA WEALTH MANAGEMENT, LLC | 12.797.144 $ | +1.882.939 $ | +17,3 % | 10.914.205 $ | +1.336.532 $ | +14,0 % | 9.577.673 $ | +1.176.520 $ | +14,0 % | 8.401.153 $ | +876.247 $ | +11,6 % |
| Members Advisory Group LLC | 12.609.238 $ | +10.998.427 $ | +682,8 % | 1.610.811 $ | ||||||||
| Artesa Financial Group, LLC | 12.241.632 $ | +6.159.171 $ | +101,3 % | 6.082.461 $ | +1.073.423 $ | +21,4 % | 5.009.038 $ | |||||
| Kestra Advisory Services, LLC | 12.149.996 $ | +3.447.624 $ | +39,6 % | 8.702.372 $ | +585.175 $ | +7,2 % | 8.117.197 $ | +2.349.188 $ | +40,7 % | 5.768.009 $ | +334.543 $ | +6,2 % |
| Roof Eidam Maycock Peralta, LLC | 12.142.315 $ | +865.625 $ | +7,7 % | 11.276.690 $ | +41.264 $ | +0,4 % | 11.235.426 $ | +23.540 $ | +0,2 % | 11.211.886 $ | +435.279 $ | +4,0 % |
| One Capital Management, LLC | 11.650.706 $ | +0 $ | +0,0 % | 11.650.706 $ | +2.406.921 $ | +26,0 % | 9.243.785 $ | +4.704.339 $ | +103,6 % | 4.539.446 $ | +790.109 $ | +21,1 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11.504.474 $ | +604.182 $ | +5,5 % | 10.900.292 $ | +700.225 $ | +6,9 % | 10.200.067 $ | +668.291 $ | +7,0 % | 9.531.776 $ | +477.197 $ | +5,3 % |
| Centennial Bank/AR/ | 11.372.242 $ | +1.565.748 $ | +16,0 % | 9.806.494 $ | +5.731.461 $ | +140,6 % | 4.075.033 $ | +656.402 $ | +19,2 % | 3.418.631 $ | +363.871 $ | +11,9 % |
| &PARTNERS | 11.347.484 $ | +3.162.741 $ | +38,6 % | 8.184.743 $ | -321.803 $ | -3,8 % | 8.506.546 $ | +2.375.398 $ | +38,7 % | 6.131.148 $ | +224.740 $ | +3,8 % |
| Alaska Wealth Advisors, LLC | 10.923.875 $ | +1.198.739 $ | +12,3 % | 9.725.136 $ | +416 $ | +0,0 % | 9.724.720 $ | +298.238 $ | +3,2 % | 9.426.482 $ | +428.453 $ | +4,8 % |
| Keystone Financial Group | 10.691.385 $ | -159.614 $ | -1,5 % | 10.850.999 $ | ||||||||
| Mascoma Wealth Management LLC | 10.760.741 $ | +1.771.791 $ | +19,7 % | 8.988.950 $ | +413.649 $ | +4,8 % | 8.575.301 $ | +257.986 $ | +3,1 % | 8.317.315 $ | +811.755 $ | +10,8 % |
| HARBOUR INVESTMENTS, INC. | 10.638.236 $ | +2.250.452 $ | +26,8 % | 8.387.784 $ | +623.134 $ | +8,0 % | 7.764.650 $ | -592.434 $ | -7,1 % | 8.357.084 $ | +646.807 $ | +8,4 % |
| BANK OF MONTREAL /CAN/ | 10.355.969 $ | +3.039.665 $ | +41,5 % | 7.316.304 $ | +1.799.502 $ | +32,6 % | 5.516.802 $ | +3.132.899 $ | +131,4 % | 2.383.903 $ | +288.783 $ | +13,8 % |
| JNBA Financial Advisors | 10.247.830 $ | +877.338 $ | +9,4 % | 9.370.492 $ | +470.476 $ | +5,3 % | 8.900.016 $ | +840.310 $ | +10,4 % | 8.059.706 $ | +349.961 $ | +4,5 % |
| Decker Retirement Planning Inc. | 10.180.603 $ | +2.431.296 $ | +31,4 % | 7.749.307 $ | +617.098 $ | +8,7 % | 7.132.209 $ | +432.231 $ | +6,5 % | 6.699.978 $ | -12.961 $ | -0,2 % |
| GeoWealth Management, LLC | 6.740.035 $ | -548.401 $ | -7,5 % | 7.288.436 $ | -790.758 $ | -9,8 % | 8.079.194 $ | -1.897.342 $ | -19,0 % | 9.976.536 $ | +220.317 $ | +2,3 % |
| REGATTA CAPITAL GROUP, LLC | 9.713.783 $ | +1.688.187 $ | +21,0 % | 8.025.596 $ | +557.685 $ | +7,5 % | 7.467.911 $ | +230.523 $ | +3,2 % | 7.237.388 $ | +655.980 $ | +10,0 % |
| DRW Securities, LLC | 1.446.742 $ | -1.152.094 $ | -44,3 % | 2.598.836 $ | -7.031.960 $ | -73,0 % | 9.630.796 $ | +8.632.847 $ | +865,1 % | 997.949 $ | -2.291.878 $ | -69,7 % |
| Relyea Zuckerberg Hanson LLC | 9.548.737 $ | +837.208 $ | +9,6 % | 8.711.529 $ | +114.945 $ | +1,3 % | 8.596.584 $ | +307.420 $ | +3,7 % | 8.289.164 $ | +984.564 $ | +13,5 % |
| Integrated Wealth Concepts LLC | 9.524.728 $ | +3.845.714 $ | +67,7 % | 5.679.014 $ | +4.211.358 $ | +286,9 % | 1.467.656 $ | -3.674.837 $ | -71,5 % | 5.142.493 $ | +845.384 $ | +19,7 % |
| Birchwood Financial Partners, Inc. | 9.506.621 $ | +1.562.964 $ | +19,7 % | 7.943.657 $ | +2.141.119 $ | +36,9 % | 5.802.538 $ | |||||
| Integris Wealth Management, LLC | 9.504.255 $ | +976.076 $ | +11,4 % | 8.528.179 $ | -198.327 $ | -2,3 % | 8.726.506 $ | +86.847 $ | +1,0 % | 8.639.659 $ | +373.408 $ | +4,5 % |
| WRAPMANAGER INC | 8.719.405 $ | +928.817 $ | +11,9 % | 7.790.588 $ | -125.778 $ | -1,6 % | 7.916.366 $ | -1.549.259 $ | -16,4 % | 9.465.625 $ | -3.642.888 $ | -27,8 % |
| eCIO, Inc. | 9.420.515 $ | +911.744 $ | +10,7 % | 8.508.771 $ | +1.758.305 $ | +26,0 % | 6.750.466 $ | +1.193.144 $ | +21,5 % | |||
| Orgel Wealth Management, LLC | 9.311.091 $ | +639.791 $ | +7,4 % | 8.671.300 $ | +3.163.877 $ | +57,4 % | 5.507.423 $ | +117.465 $ | +2,2 % | 5.389.958 $ | +226.707 $ | +4,4 % |
| MARSHALL WACE, LLP | 9.301.457 $ | +8.789.192 $ | +1.715,8 % | 512.265 $ | ||||||||
| Blue Edge Capital, LLC | 9.145.498 $ | +1.243.300 $ | +15,7 % | 7.902.198 $ | +129.779 $ | +1,7 % | 7.772.419 $ | -207.667 $ | -2,6 % | 7.980.086 $ | +308.453 $ | +4,0 % |
| Nearwater Capital Markets, Ltd | 9.094.000 $ | |||||||||||
| Midwest Financial Partners Investments, Inc. | 9.059.150 $ | +1.083.289 $ | +13,6 % | 7.975.861 $ | +453.196 $ | +6,0 % | 7.522.665 $ | |||||
| Allworth Financial LP | 9.038.515 $ | +1.608.065 $ | +21,6 % | 7.430.450 $ | +202.702 $ | +2,8 % | 7.227.748 $ | +98.451 $ | +1,4 % | 7.129.297 $ | +2.269.712 $ | +46,7 % |
| BROWN ADVISORY INC | 8.964.234 $ | +1.349.810 $ | +17,7 % | 7.614.424 $ | +321.309 $ | +4,4 % | 7.293.115 $ | +295.703 $ | +4,2 % | 6.997.412 $ | +832.266 $ | +13,5 % |
| Intergy Private Wealth, LLC | 8.925.679 $ | +1.539.268 $ | +20,8 % | 7.386.411 $ | +132.022 $ | +1,8 % | 7.254.389 $ | +104.054 $ | +1,5 % | 7.150.335 $ | +742.543 $ | +11,6 % |
| Vision Capital Management, Inc. | 8.701.708 $ | +1.473.799 $ | +20,4 % | 7.227.909 $ | -507.358 $ | -6,6 % | 7.735.267 $ | +304.155 $ | +4,1 % | 7.431.112 $ | -17.937 $ | -0,2 % |
| rebel Financial LLC | 8.064.404 $ | -407.356 $ | -4,8 % | 8.471.760 $ | -223.277 $ | -2,6 % | 8.695.037 $ | +553.817 $ | +6,8 % | |||
| Janney Montgomery Scott LLC | 8.590.000 $ | +698.000 $ | +8,8 % | 7.892.000 $ | -615.000 $ | -7,2 % | 8.507.000 $ | +1.046.000 $ | +14,0 % | 7.461.000 $ | +2.460.000 $ | +49,2 % |
| Xena Financial Planning, LLC | 8.544.057 $ | +1.414.848 $ | +19,8 % | 7.129.209 $ | +338.356 $ | +5,0 % | 6.790.853 $ | |||||
| BNP PARIBAS FINANCIAL MARKETS | 2.467 $ | -8.498.575 $ | -100,0 % | 8.501.042 $ | +5.310.261 $ | +166,4 % | 3.190.781 $ | +1.064.497 $ | +50,1 % | 2.126.284 $ | -3.083.995 $ | -59,2 % |
| Sanctuary Advisors, LLC | 6.112.812 $ | +820.716 $ | +15,5 % | 5.292.096 $ | -403.445 $ | -7,1 % | 5.695.541 $ | -2.760.384 $ | -32,6 % | 8.455.925 $ | +4.252.981 $ | +101,2 % |
| Facet Wealth, Inc. | 7.981.892 $ | -378.561 $ | -4,5 % | 8.360.453 $ | -38.513 $ | -0,5 % | 8.398.966 $ | +782.157 $ | +10,3 % | 7.616.809 $ | +488.274 $ | +6,8 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 8.383.076 $ | +1.224.992 $ | +17,1 % | 7.158.084 $ | -23.575 $ | -0,3 % | 7.181.659 $ | -60.030 $ | -0,8 % | 7.241.689 $ | +692.452 $ | +10,6 % |
| MAI Capital Management | 8.325.838 $ | +5.753.010 $ | +223,6 % | 2.572.828 $ | +6.524 $ | +0,3 % | 2.566.304 $ | +335.319 $ | +15,0 % | 2.230.985 $ | +996.673 $ | +80,7 % |
| TRUE BLUE FINANCIAL, LLC | 8.319.384 $ | +3.953.753 $ | +90,6 % | 4.365.631 $ | -26.486 $ | -0,6 % | 4.392.117 $ | |||||
| Belvedere Trading LLC | 8.188.952 $ | +7.613.234 $ | +1.322,4 % | 575.718 $ | +15.812 $ | +2,8 % | 559.906 $ | +39.509 $ | +7,6 % | 520.397 $ | +142.649 $ | +37,8 % |
| Ethic Inc. | 661.251 $ | -7.452.999 $ | -91,9 % | 8.114.250 $ | ||||||||
| Haverford Trust Co | 8.004.854 $ | +1.032.083 $ | +14,8 % | 6.972.771 $ | -26.906 $ | -0,4 % | 6.999.677 $ | +13.793 $ | +0,2 % | 6.985.884 $ | +576.830 $ | +9,0 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7.997.693 $ | +1.356.180 $ | +20,4 % | 6.641.513 $ | +77.947 $ | +1,2 % | 6.563.566 $ | +418.334 $ | +6,8 % | 6.145.232 $ | +391.400 $ | +6,8 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 7.973.173 $ | +1.401.985 $ | +21,3 % | 6.571.188 $ | -376.307 $ | -5,4 % | 6.947.495 $ | +501.521 $ | +7,8 % | 6.445.974 $ | +1.249.706 $ | +24,1 % |
| ASSETMARK, INC | 7.601.833 $ | -146.840 $ | -1,9 % | 7.748.673 $ | -92.728 $ | -1,2 % | 7.841.401 $ | +469.002 $ | +6,4 % | 7.372.399 $ | +1.703.322 $ | +30,0 % |
| WESBANCO BANK INC | 7.800.821 $ | +786.741 $ | +11,2 % | 7.014.080 $ | +81.652 $ | +1,2 % | 6.932.428 $ | +43.339 $ | +0,6 % | 6.889.089 $ | +427.122 $ | +6,6 % |
| BSW Wealth Partners | 7.772.598 $ | +1.214.507 $ | +18,5 % | 6.558.091 $ | -252.566 $ | -3,7 % | 6.810.657 $ | +200.730 $ | +3,0 % | 6.609.927 $ | -6.932 $ | -0,1 % |
| Brookstone Capital Management | 7.739.671 $ | +2.036.060 $ | +35,7 % | 5.703.611 $ | +470.635 $ | +9,0 % | 5.232.976 $ | +480.686 $ | +10,1 % | 4.752.290 $ | +746.234 $ | +18,6 % |
| Aptus Capital Advisors, LLC | 7.731.190 $ | +1.767.271 $ | +29,6 % | 5.963.919 $ | +111.814 $ | +1,9 % | 5.852.105 $ | +55.912 $ | +1,0 % | 5.796.193 $ | +313.575 $ | +5,7 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.718.222 $ | +449.682 $ | +6,2 % | 7.268.540 $ | +5.696.091 $ | +362,2 % | 1.572.449 $ | |||||
| Garde Capital, Inc. | 7.705.030 $ | +789.866 $ | +11,4 % | 6.915.164 $ | +207.060 $ | +3,1 % | 6.708.104 $ | +1.199.743 $ | +21,8 % | 5.508.361 $ | +6.784 $ | +0,1 % |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7.625.024 $ | +123.843 $ | +1,7 % | 7.501.181 $ | ||||||||
| Arvest Bank Trust Division | 7.524.487 $ | +290.611 $ | +4,0 % | 7.233.876 $ | +180.642 $ | +2,6 % | 7.053.234 $ | -133.752 $ | -1,9 % | 7.186.986 $ | +350.191 $ | +5,1 % |
| CENTRAL TRUST Co | 7.507.561 $ | +578.640 $ | +8,4 % | 6.928.921 $ | -391.164 $ | -5,3 % | 7.320.085 $ | +351.479 $ | +5,0 % | 6.968.606 $ | +2.090.817 $ | +42,9 % |
| Wescott Financial Advisory Group, LLC | 7.322.609 $ | +998.091 $ | +15,8 % | 6.324.518 $ | -79.057 $ | -1,2 % | 6.403.575 $ | +287.494 $ | +4,7 % | 6.116.081 $ | +1.052.809 $ | +20,8 % |
| Pitcairn Wealth Advisors LLC | 7.167.927 $ | +809.401 $ | +12,7 % | 6.358.526 $ | +2 $ | +0,0 % | 6.358.524 $ | |||||
| BALDWIN WEALTH PARTNERS LLC/MA | 7.115.935 $ | +1.297.912 $ | +22,3 % | 5.818.023 $ | ||||||||
| Western Wealth Management, LLC | 7.099.994 $ | +4.734.965 $ | +200,2 % | 2.365.029 $ | +141.575 $ | +6,4 % | 2.223.454 $ | +1.069.166 $ | +92,6 % | 1.154.288 $ | +61.192 $ | +5,6 % |
| O'Brien Wealth Partners LLC | 7.027.481 $ | +75.383 $ | +1,1 % | 6.952.098 $ | +526.296 $ | +8,2 % | ||||||
| NATIXIS ADVISORS, LLC | 6.967.000 $ | +2.295.000 $ | +49,1 % | 4.672.000 $ | +1.464.000 $ | +45,6 % | 3.208.000 $ | +220.000 $ | +7,4 % | 2.988.000 $ | -9.591.000 $ | -76,2 % |
| Summit Financial, LLC | 6.965.095 $ | +3.275.857 $ | +88,8 % | 3.689.238 $ | +2.186.163 $ | +145,4 % | 1.503.075 $ | +112.776 $ | +8,1 % | 1.390.299 $ | +211.725 $ | +18,0 % |
| Gemmer Asset Management LLC | 6.942.905 $ | +1.248.267 $ | +21,9 % | 5.694.638 $ | +665.647 $ | +13,2 % | 5.028.991 $ | +4.694.595 $ | +1.403,9 % | 334.396 $ | +16.378 $ | +5,2 % |
| Affiance Financial, LLC | 6.832.094 $ | +914.247 $ | +15,4 % | 5.917.847 $ | +956.284 $ | +19,3 % | 4.961.563 $ | +38.190 $ | +0,8 % | 4.923.373 $ | +233.437 $ | +5,0 % |
| Wealth Advisory Team LLC | 6.809.733 $ | +1.745.440 $ | +34,5 % | 5.064.293 $ | +306.275 $ | +6,4 % | ||||||
| Heritage Wealth Advisors | 6.800.083 $ | +1.059.902 $ | +18,5 % | 5.740.181 $ | +298.389 $ | +5,5 % | 5.441.792 $ | +427.360 $ | +8,5 % | 5.014.432 $ | +464.183 $ | +10,2 % |
| Balanced Rock Investment Advisors LLC | 6.785.406 $ | +339.394 $ | +5,3 % | 6.446.012 $ | +31.038 $ | +0,5 % | 6.414.974 $ | +557.552 $ | +9,5 % | 5.857.422 $ | +495.794 $ | +9,2 % |
| REGIONS FINANCIAL CORP | 5.923.994 $ | -824.269 $ | -12,2 % | 6.748.263 $ | +163.927 $ | +2,5 % | 6.584.336 $ | +407.835 $ | +6,6 % | 6.176.501 $ | +1.233.764 $ | +25,0 % |
| Legacy Edge Advisors, LLC | 6.691.453 $ | +661.349 $ | +11,0 % | 6.030.104 $ | +847.345 $ | +16,3 % | 5.182.759 $ | +1.369.076 $ | +35,9 % | |||
| CRUX WEALTH ADVISORS | 6.677.655 $ | +747.452 $ | +12,6 % | 5.930.203 $ | +51.087 $ | +0,9 % | 5.879.116 $ | -260.237 $ | -4,2 % | 6.139.353 $ | +939.130 $ | +18,1 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 6.606.932 $ | +2.872.014 $ | +76,9 % | 3.734.918 $ | -2.018.934 $ | -35,1 % | 5.753.852 $ | +456.482 $ | +8,6 % | 5.297.370 $ | -450.310 $ | -7,8 % |
| Cresset Asset Management, LLC | 6.570.512 $ | +742.977 $ | +12,7 % | 5.827.535 $ | +179.069 $ | +3,2 % | 5.648.466 $ | +503.420 $ | +9,8 % | 5.145.046 $ | +252.312 $ | +5,2 % |
| CWM, LLC | 6.391.506 $ | +1.146.506 $ | +21,9 % | 5.245.000 $ | +1.364.000 $ | +35,1 % | 3.881.000 $ | +646.000 $ | +20,0 % | |||
| Pine Haven Investment Counsel, Inc | 6.305.176 $ | +843.114 $ | +15,4 % | 5.462.062 $ | +395.068 $ | +7,8 % | 5.066.994 $ | +327.844 $ | +6,9 % | 4.739.150 $ | +303.259 $ | +6,8 % |
| Fisher Asset Management, LLC | 6.198.726 $ | +658.409 $ | +11,9 % | 5.540.317 $ | -97.140 $ | -1,7 % | 5.637.457 $ | -356.405 $ | -5,9 % | 5.993.862 $ | +539.825 $ | +9,9 % |
| NOTTINGHAM ADVISORS, INC. | 5.807.841 $ | +118.645 $ | +2,1 % | 5.689.196 $ | +65.720 $ | +1,2 % | 5.623.476 $ | -565.548 $ | -9,1 % | 6.189.024 $ | +330.849 $ | +5,6 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 6.137.654 $ | +423.594 $ | +7,4 % | 5.714.060 $ | +31.767 $ | +0,6 % | 5.682.293 $ | +336.222 $ | +6,3 % | 5.346.071 $ | +217.081 $ | +4,2 % |
| Modern Wealth Management, LLC | 5.787.435 $ | -293.902 $ | -4,8 % | 6.081.337 $ | +505.371 $ | +9,1 % | 5.575.966 $ | +208.651 $ | +3,9 % | |||
| RVW Wealth, LLC | 5.906.023 $ | +629.998 $ | +11,9 % | 5.276.025 $ | -256.216 $ | -4,6 % | 5.532.241 $ | +58.880 $ | +1,1 % | 5.473.361 $ | -18.130 $ | -0,3 % |
| Focus Partners Advisor Solutions, LLC | 4.967.775 $ | +1.213.034 $ | +32,3 % | 3.754.741 $ | -908.844 $ | -19,5 % | 4.663.585 $ | -1.219.944 $ | -20,7 % | 5.883.529 $ | +1.880.165 $ | +47,0 % |
| Omega Financial Group, LLC | 5.801.934 $ | +671.179 $ | +13,1 % | 5.130.755 $ | -457.958 $ | -8,2 % | 5.588.713 $ | -86.727 $ | -1,5 % | 5.675.440 $ | +216.408 $ | +4,0 % |
| Annis Gardner Whiting Capital Advisors, LLC | 5.781.136 $ | +638.568 $ | +12,4 % | 5.142.568 $ | +71.074 $ | +1,4 % | 5.071.494 $ | +145.857 $ | +3,0 % | 4.925.637 $ | +302.284 $ | +6,5 % |
| 3EDGE Asset Management, LP | 5.688.522 $ | -40.877 $ | -0,7 % | 5.729.399 $ | +319.787 $ | +5,9 % | ||||||
| One Wealth Advisors, LLC | 5.522.163 $ | -57.307 $ | -1,0 % | 5.579.470 $ | -145.797 $ | -2,5 % | 5.725.267 $ | +279.628 $ | +5,1 % | 5.445.639 $ | +876.611 $ | +19,2 % |
| BLUESTEM FINANCIAL ADVISORS, LLC | 5.652.103 $ | +972.838 $ | +20,8 % | 4.679.265 $ | +142.303 $ | +3,1 % | 4.536.962 $ | +144.657 $ | +3,3 % | 4.392.305 $ | +405.532 $ | +10,2 % |
| Perigon Wealth Management, LLC | 5.651.537 $ | +1.207.733 $ | +27,2 % | 4.443.804 $ | ||||||||
| Stratos Wealth Partners, LTD. | 5.626.379 $ | +2.549.267 $ | +82,8 % | 3.077.112 $ | +702.916 $ | +29,6 % | 2.374.196 $ | +41.055 $ | +1,8 % | 2.333.141 $ | +150.567 $ | +6,9 % |
| Wealthcare Advisory Partners LLC | 5.609.525 $ | +1.886.781 $ | +50,7 % | 3.722.744 $ | -40.664 $ | -1,1 % | 3.763.408 $ | -208.692 $ | -5,3 % | 3.972.100 $ | +450.430 $ | +12,8 % |
| NORTHSTAR ASSET MANAGEMENT INC | 5.479.938 $ | +1.870.484 $ | +51,8 % | 3.609.454 $ | +1.921.321 $ | +113,8 % | 1.688.133 $ | |||||
| Compound Planning, Inc. | 5.471.796 $ | +1.477.867 $ | +37,0 % | 3.993.929 $ | +862.513 $ | +27,5 % | 3.131.416 $ | +1.084.973 $ | +53,0 % | 2.046.443 $ | +493.958 $ | +31,8 % |
| Trek Financial, LLC | 202.189 $ | -5.255.160 $ | -96,3 % | 5.457.349 $ | +5.213.936 $ | +2.142,0 % | 243.413 $ | |||||
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 5.331.739 $ | +573.729 $ | +12,1 % | 4.758.010 $ | +74.795 $ | +1,6 % | 4.683.215 $ | +78.916 $ | +1,7 % | 4.604.299 $ | +263.963 $ | +6,1 % |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 5.285.934 $ | +345.020 $ | +7,0 % | 4.940.914 $ | +115.938 $ | +2,4 % | 4.824.976 $ | +70.996 $ | +1,5 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 5.251.108 $ | +512.437 $ | +10,8 % | 4.738.671 $ | +528.251 $ | +12,5 % | 4.210.420 $ | +41.717 $ | +1,0 % | 4.168.703 $ | +214.254 $ | +5,4 % |
| Diversified Trust Co | 5.235.389 $ | +820.360 $ | +18,6 % | 4.415.029 $ | -18.979 $ | -0,4 % | 4.434.008 $ | -120.767 $ | -2,7 % | 4.554.775 $ | +233.417 $ | +5,4 % |
| Charter Oak Capital Management, LLC | 5.019.042 $ | -207.505 $ | -4,0 % | 5.226.547 $ | +234.748 $ | +4,7 % | 4.991.799 $ | +206.498 $ | +4,3 % | |||
| Willow Creek Wealth Management Inc. | 5.223.789 $ | +430.765 $ | +9,0 % | |||||||||
| MOR Wealth Management, LLC | 5.193.601 $ | +1.111.788 $ | +27,2 % | 4.081.813 $ | +90.856 $ | +2,3 % | 3.990.957 $ | |||||
| ACADIAN ASSET MANAGEMENT LLC | 5.178.000 $ | +1.287.000 $ | +33,1 % | 3.891.000 $ | +442.000 $ | +12,8 % | 3.449.000 $ | +1.679.000 $ | +94,9 % | 1.770.000 $ | -6.883.000 $ | -79,5 % |
| Baron Financial Group, LLC | 5.086.523 $ | +81.691 $ | +1,6 % | 5.004.832 $ | -134.097 $ | -2,6 % | 5.138.929 $ | +51.662 $ | +1,0 % | 5.087.267 $ | +316.833 $ | +6,6 % |
| Concurrent Investment Advisors, LLC | 5.116.808 $ | +3.680.768 $ | +256,3 % | 1.436.040 $ | +550.569 $ | +62,2 % | 885.471 $ | +393.534 $ | +80,0 % | 491.937 $ | +22.925 $ | +4,9 % |
| Financial Advisors, LLC | 5.086.142 $ | +387.636 $ | +8,3 % | |||||||||
| Dorsey & Whitney Trust CO LLC | 5.056.868 $ | +413.955 $ | +8,9 % | 4.642.913 $ | -47.913 $ | -1,0 % | 4.690.826 $ | +168.640 $ | +3,7 % | 4.522.186 $ | +394.433 $ | +9,6 % |
| Orion Porfolio Solutions, LLC | 3.973.204 $ | +8.805 $ | +0,2 % | 3.964.399 $ | -1.007.553 $ | -20,3 % | 4.971.952 $ | +654.596 $ | +15,2 % | 4.317.356 $ | +1.375.917 $ | +46,8 % |
| McKinley Carter Wealth Services, Inc. | 4.772.408 $ | +574.561 $ | +13,7 % | 4.197.847 $ | -406.994 $ | -8,8 % | 4.604.841 $ | -345.329 $ | -7,0 % | 4.950.170 $ | +274.457 $ | +5,9 % |
| Dunhill Financial, LLC | 4.940.837 $ | +748.262 $ | +17,8 % | 4.192.575 $ | +94.761 $ | +2,3 % | 4.097.814 $ | +74.291 $ | +1,8 % | 4.023.523 $ | -484.829 $ | -10,8 % |
| Keel Point, LLC | 4.928.020 $ | +489.474 $ | +11,0 % | 4.438.546 $ | +40.612 $ | +0,9 % | 4.397.934 $ | +170.487 $ | +4,0 % | 4.227.447 $ | +208.485 $ | +5,2 % |
| PFG Investments, LLC | 4.873.556 $ | +1.860.472 $ | +61,7 % | 3.013.084 $ | +1.419.030 $ | +89,0 % | 1.594.054 $ | +42.367 $ | +2,7 % | 1.551.687 $ | +175.625 $ | +12,8 % |
| CHOREO, LLC | 4.866.266 $ | +736.199 $ | +17,8 % | 4.130.067 $ | -3.754 $ | -0,1 % | 4.133.821 $ | +128.099 $ | +3,2 % | 4.005.722 $ | +156.554 $ | +4,1 % |
| CABOT WEALTH MANAGEMENT INC | 4.857.063 $ | +1.955.477 $ | +67,4 % | 2.901.586 $ | +409.860 $ | +16,4 % | 2.491.726 $ | +257.387 $ | +11,5 % | 2.234.339 $ | +344.318 $ | +18,2 % |
| Midwest Trust Co | 4.855.042 $ | +632.071 $ | +15,0 % | 4.222.971 $ | +228.181 $ | +5,7 % | 3.994.790 $ | +80.483 $ | +2,1 % | 3.914.307 $ | +92.449 $ | +2,4 % |
| Veridan Wealth LLC | 4.790.421 $ | +564.213 $ | +13,4 % | 4.226.208 $ | +120.115 $ | +2,9 % | 4.106.093 $ | +156.762 $ | +4,0 % | 3.949.331 $ | ||
| SAGE FINANCIAL GROUP INC | 4.766.854 $ | +811.359 $ | +20,5 % | 3.955.495 $ | +544.316 $ | +16,0 % | 3.411.179 $ | +14.900 $ | +0,4 % | 3.396.279 $ | +298.834 $ | +9,6 % |
| TFC Financial Management, Inc. | 4.762.435 $ | +904.383 $ | +23,4 % | 3.858.052 $ | +3.534.294 $ | +1.091,6 % | 323.758 $ | +290.565 $ | +875,4 % | 33.193 $ | +3.249 $ | +10,9 % |
| North Berkeley Wealth Management, LLC | 4.749.428 $ | +1.876.818 $ | +65,3 % | 2.872.610 $ | +2.428.444 $ | +546,7 % | 444.166 $ | +4.463 $ | +1,0 % | 439.703 $ | -67.959 $ | -13,4 % |
| Freestone Capital Holdings, LLC | 4.270.011 $ | +1.013.469 $ | +31,1 % | 3.256.542 $ | -1.466.497 $ | -31,0 % | 4.723.039 $ | +273.262 $ | +6,1 % | 4.449.777 $ | ||
| Equitable Holdings, Inc. | 4.722.250 $ | +772.112 $ | +19,5 % | 3.950.138 $ | -207.368 $ | -5,0 % | 4.157.506 $ | +336.842 $ | +8,8 % | 3.820.664 $ | +1.112.574 $ | +41,1 % |
| CBIZ Investment Advisory Services, LLC | 4.699.132 $ | +0 $ | +0,0 % | 4.699.132 $ | ||||||||
| Plum Street Advisors, LLC | 4.691.187 $ | +490.644 $ | +11,7 % | 4.200.543 $ | +57.833 $ | +1,4 % | 4.142.710 $ | +669.135 $ | +19,3 % | 3.473.575 $ | +532.766 $ | +18,1 % |
| Crestwood Advisors Group, LLC | 4.680.019 $ | +600.524 $ | +14,7 % | 4.079.495 $ | +738.092 $ | +22,1 % | 3.341.403 $ | +127.119 $ | +4,0 % | 3.214.284 $ | +264.129 $ | +9,0 % |
| Arete Wealth Advisors, LLC | 4.679.159 $ | +1.564.505 $ | +50,2 % | 3.114.654 $ | +142.654 $ | +4,8 % | 2.972.000 $ | +889.000 $ | +42,7 % | |||
| Parallel Advisors, LLC | 4.674.037 $ | +630.932 $ | +15,6 % | 4.043.105 $ | +383.240 $ | +10,5 % | 3.659.865 $ | +38.735 $ | +1,1 % | 3.621.130 $ | +50.799 $ | +1,4 % |
| BIP Wealth, LLC | 4.663.210 $ | +2.386.097 $ | +104,8 % | 2.277.113 $ | +364.563 $ | +19,1 % | 1.912.550 $ | |||||
| Avise Financial Cooperative, Inc. | 3.821.620 $ | -829.315 $ | -17,8 % | 4.650.935 $ | +434.137 $ | +10,3 % | 4.216.798 $ | |||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.624.595 $ | -636.645 $ | -14,9 % | 4.261.240 $ | -364.572 $ | -7,9 % | 4.625.812 $ | +620.370 $ | +15,5 % | 4.005.442 $ | +619.471 $ | +18,3 % |
| JMG Financial Group, Ltd. | 4.371.226 $ | +208.047 $ | +5,0 % | 4.163.179 $ | +70.459 $ | +1,7 % | 4.092.720 $ | -531.616 $ | -11,5 % | 4.624.336 $ | +285.232 $ | +6,6 % |
| COMERICA BANK | 4.617.074 $ | +32.065 $ | +0,7 % | 4.585.009 $ | +421.051 $ | +10,1 % | ||||||
| Brooklyn FI, LLC | 4.578.852 $ | +598.000 $ | +15,0 % | 3.980.852 $ | +19.494 $ | +0,5 % | 3.961.358 $ | +305.676 $ | +8,4 % | 3.655.682 $ | +1.141.417 $ | +45,4 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4.570.341 $ | +529.735 $ | +13,1 % | 4.040.606 $ | -22.943 $ | -0,6 % | 4.063.549 $ | +38.155 $ | +0,9 % | 4.025.394 $ | +315.330 $ | +8,5 % |
| CIBC Bancorp USA Inc. | 4.562.482 $ | +2.071.313 $ | +83,1 % | 2.491.169 $ | ||||||||
| Blue Sky Capital Consultants Group, Inc. | 4.555.640 $ | +476.387 $ | +11,7 % | 4.079.253 $ | +91.740 $ | +2,3 % | 3.987.513 $ | +228.062 $ | +6,1 % | 3.759.451 $ | +291.967 $ | +8,4 % |
| Merit Financial Group, LLC | 4.335.010 $ | -183.253 $ | -4,1 % | 4.518.263 $ | +264.519 $ | +6,2 % | 4.253.744 $ | +483.062 $ | +12,8 % | 3.770.682 $ | +267.187 $ | +7,6 % |
| Trilogy Capital Inc. | 4.514.928 $ | +599.675 $ | +15,3 % | 3.915.253 $ | +289.818 $ | +8,0 % | 3.625.435 $ | -42.622 $ | -1,2 % | 3.668.057 $ | +244.792 $ | +7,2 % |
| Neumann Capital Management, LLC | 4.488.796 $ | +53.184 $ | +1,2 % | 4.435.612 $ | +407.305 $ | +10,1 % | 4.028.307 $ | +309.532 $ | +8,3 % | |||
| SageView Advisory Group, LLC | 4.078.137 $ | -367.876 $ | -8,3 % | 4.446.013 $ | -35.228 $ | -0,8 % | 4.481.241 $ | +34.556 $ | +0,8 % | 4.446.685 $ | +230.458 $ | +5,5 % |
| RTD Financial Advisors, Inc. | 4.454.804 $ | +661.572 $ | +17,4 % | 3.793.232 $ | +142.328 $ | +3,9 % | 3.650.904 $ | -249.637 $ | -6,4 % | 3.900.541 $ | +98.077 $ | +2,6 % |
| EVOKE WEALTH, LLC | 4.450.667 $ | +127.246 $ | +2,9 % | 4.323.421 $ | +22.680 $ | +0,5 % | 4.300.741 $ | +420.961 $ | +10,9 % | |||
| Francis Financial, Inc. | 4.409.066 $ | +1.916.206 $ | +76,9 % | 2.492.860 $ | +10.859 $ | +0,4 % | 2.482.001 $ | +96.637 $ | +4,1 % | 2.385.364 $ | +134.697 $ | +6,0 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 4.386.047 $ | +297.372 $ | +7,3 % | 4.088.675 $ | +135.625 $ | +3,4 % | 3.953.050 $ | -67.704 $ | -1,7 % | 4.020.754 $ | +322.097 $ | +8,7 % |
| TrueWealth Financial Partners | 4.375.672 $ | |||||||||||
| Asset Dedication, LLC | 4.068.654 $ | +322.600 $ | +8,6 % | 3.746.054 $ | -597.602 $ | -13,8 % | 4.343.656 $ | +144.109 $ | +3,4 % | 4.199.547 $ | +247.050 $ | +6,3 % |
| Archer Investment Management, LLC | 4.260.642 $ | +545.268 $ | +14,7 % | 3.715.374 $ | +1.320.854 $ | +55,2 % | 2.394.520 $ | -419.226 $ | -14,9 % | 2.813.746 $ | ||
| Torren Management, LLC | 4.235.637 $ | +412.249 $ | +10,8 % | 3.823.388 $ | -146.401 $ | -3,7 % | 3.969.789 $ | |||||
| Klaas Financial Asset Advisors, LLC | 4.220.830 $ | +373.067 $ | +9,7 % | 3.847.763 $ | ||||||||
| Gradient Investments LLC | 4.208.896 $ | +802.354 $ | +23,6 % | 3.406.542 $ | -947 $ | -0,0 % | 3.407.489 $ | +289.805 $ | +9,3 % | 3.117.684 $ | +237.213 $ | +8,2 % |
| Dynamic Advisor Solutions LLC | 3.829.698 $ | +301.177 $ | +8,5 % | 3.528.521 $ | -78.785 $ | -2,2 % | 3.607.306 $ | -551.450 $ | -13,3 % | 4.158.756 $ | +67.655 $ | +1,7 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 4.157.720 $ | +331.338 $ | +8,7 % | 3.826.382 $ | +10.694 $ | +0,3 % | 3.815.688 $ | +307.772 $ | +8,8 % | 3.507.916 $ | +81.587 $ | +2,4 % |
| Moss Adams Wealth Advisors LLC | 975.084 $ | +155.337 $ | +18,9 % | 819.747 $ | -50.563 $ | -5,8 % | 870.310 $ | -3.276.567 $ | -79,0 % | 4.146.877 $ | +461.686 $ | +12,5 % |
| Plancorp, LLC | 4.033.658 $ | -102.443 $ | -2,5 % | 4.136.101 $ | +184.290 $ | +4,7 % | 3.951.811 $ | -16.215 $ | -0,4 % | 3.968.026 $ | +180.616 $ | +4,8 % |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.124.543 $ | +200.475 $ | +5,1 % | 3.924.068 $ | -38.998 $ | -1,0 % | 3.963.066 $ | |||||
| GTS SECURITIES LLC | 433.864 $ | -3.684.759 $ | -89,5 % | 4.118.623 $ | +3.569.954 $ | +650,7 % | 548.669 $ | -193.139 $ | -26,0 % | 741.808 $ | ||
| Cranbrook Wealth Management, LLC | 4.103.105 $ | +390.442 $ | +10,5 % | 3.712.663 $ | -20.723 $ | -0,6 % | 3.733.386 $ | +85.689 $ | +2,3 % | 3.647.697 $ | +348.931 $ | +10,6 % |
| FSA WEALTH PARTNERS, INC. | 4.071.156 $ | +2.176.319 $ | +114,9 % | 1.894.837 $ | -170.401 $ | -8,3 % | 2.065.238 $ | +1.026.820 $ | +98,9 % | 1.038.418 $ | ||
| Brio Consultants, LLC | 4.062.484 $ | +128.379 $ | +3,3 % | 3.934.105 $ | +372.005 $ | +10,4 % | 3.562.100 $ | +275.956 $ | +8,4 % | 3.286.144 $ | +265.567 $ | +8,8 % |
| Montecito Bank & Trust | 1.373.014 $ | +175.530 $ | +14,7 % | 1.197.484 $ | -157.160 $ | -11,6 % | 1.354.644 $ | -2.656.474 $ | -66,2 % | 4.011.118 $ | ||
| Summit Wealth Group, LLC | 4.005.902 $ | +312.374 $ | +8,5 % | 3.693.528 $ | -51.157 $ | -1,4 % | 3.744.685 $ | +7.052 $ | +0,2 % | 3.737.633 $ | +136.633 $ | +3,8 % |
| M Holdings Securities, Inc. | 3.971.000 $ | +1.232.000 $ | +45,0 % | 2.739.000 $ | +1.139.000 $ | +71,2 % | 1.600.000 $ | +381.000 $ | +31,3 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 3.958.557 $ | +349.092 $ | +9,7 % | 3.609.465 $ | +714.910 $ | +24,7 % | 2.894.555 $ | +175.592 $ | +6,5 % | |||
| Per Stirling Capital Management, LLC. | 3.937.686 $ | +773.977 $ | +24,5 % | 3.163.709 $ | +2.035.801 $ | +180,5 % | 1.127.908 $ | +23.416 $ | +2,1 % | 1.104.492 $ | +62.129 $ | +6,0 % |
| Chicago Partners Investment Group LLC | 3.932.508 $ | +148.212 $ | +3,9 % | 3.784.296 $ | +181.100 $ | +5,0 % | 3.603.196 $ | +221.789 $ | +6,6 % | 3.381.407 $ | +178.508 $ | +5,6 % |
| WealthShield Partners, LLC | 17.019 $ | -3.900.357 $ | -99,6 % | 3.917.376 $ | +342.466 $ | +9,6 % | 3.574.910 $ | +198.083 $ | +5,9 % | 3.376.827 $ | +192.936 $ | +6,1 % |
| Hamrick Investment Counsel, llc | 3.912.660 $ | +126.942 $ | +3,4 % | 3.785.718 $ | +777.184 $ | +25,8 % | 3.008.534 $ | |||||
| SEEDS INVESTOR LLC | 3.896.480 $ | +929.278 $ | +31,3 % | 2.967.202 $ | +961.054 $ | +47,9 % | 2.006.148 $ | +390.834 $ | +24,2 % | 1.615.314 $ | +924.451 $ | +133,8 % |
| GC Wealth Management RIA, LLC | 3.871.306 $ | +220.308 $ | +6,0 % | 3.650.998 $ | +6.841 $ | +0,2 % | 3.644.157 $ | +243.042 $ | +7,1 % | 3.401.115 $ | +364.685 $ | +12,0 % |
| QUADRANT CAPITAL GROUP LLC | 3.869.608 $ | +87.563 $ | +2,3 % | 3.782.045 $ | +69.405 $ | +1,9 % | 3.712.640 $ | +307.488 $ | +9,0 % | |||
| Invera Wealth Advisors, LLC | 1.908.388 $ | +284.787 $ | +17,5 % | 1.623.601 $ | -2.240.190 $ | -58,0 % | 3.863.791 $ | +8.730 $ | +0,2 % | 3.855.061 $ | +272.329 $ | +7,6 % |
| Values Added Financial LLC | 3.858.633 $ | +499.263 $ | +14,9 % | 3.359.370 $ | +4.299 $ | +0,1 % | 3.355.071 $ | -16.420 $ | -0,5 % | 3.371.491 $ | +736.518 $ | +28,0 % |
| BROWN BROTHERS HARRIMAN & CO | 3.801.150 $ | +338.874 $ | +9,8 % | 3.462.276 $ | +271.679 $ | +8,5 % | 3.190.597 $ | +1.031.508 $ | +47,8 % | 2.159.089 $ | +700.967 $ | +48,1 % |
| Sincerus Advisory, LLC | 3.760.652 $ | +326.142 $ | +9,5 % | 3.434.510 $ | +222.186 $ | +6,9 % | 3.212.324 $ | +172.745 $ | +5,7 % | 3.039.579 $ | +107.508 $ | +3,7 % |
| Bawa N Mallick Trust | 3.759.219 $ | +1.871.619 $ | +99,2 % | 1.887.600 $ | +310.400 $ | +19,7 % | 1.577.200 $ | +170.720 $ | +12,1 % | 1.406.480 $ | +207.280 $ | +17,3 % |
| OLIO Financial Planning | 3.744.340 $ | +192.428 $ | +5,4 % | 3.551.912 $ | +34.447 $ | +1,0 % | 3.517.465 $ | +168.454 $ | +5,0 % | 3.349.011 $ | -7.966 $ | -0,2 % |
| Prospera Financial Services Inc | 3.733.459 $ | +1.644.147 $ | +78,7 % | 2.089.312 $ | +308.847 $ | +17,3 % | 1.780.465 $ | +737.611 $ | +70,7 % | 1.042.854 $ | +151.786 $ | +17,0 % |
| OneDigital Investment Advisors LLC | 3.730.028 $ | +184.710 $ | +5,2 % | 3.545.318 $ | +92.803 $ | +2,7 % | 3.452.515 $ | +142.229 $ | +4,3 % | 3.310.286 $ | +495.433 $ | +17,6 % |
| PLANNING ALTERNATIVES LTD /ADV | 3.715.338 $ | +426.392 $ | +13,0 % | 3.288.946 $ | +64.584 $ | +2,0 % | 3.224.362 $ | +517.026 $ | +19,1 % | 2.707.336 $ | +260.794 $ | +10,7 % |
| A&I FINANCIAL SERVICES, LLC | 3.677.187 $ | +366.722 $ | +11,1 % | 3.310.465 $ | -93.441 $ | -2,7 % | 3.403.906 $ | +125.246 $ | +3,8 % | 3.278.660 $ | +268.822 $ | +8,9 % |
| XY Planning Network, Inc. | 3.656.921 $ | +614.573 $ | +20,2 % | 3.042.348 $ | +109.741 $ | +3,7 % | 2.932.607 $ | +461.258 $ | +18,7 % | 2.471.349 $ | +0 $ | +0,0 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3.611.736 $ | +575.372 $ | +18,9 % | 3.036.364 $ | +67.159 $ | +2,3 % | 2.969.205 $ | +58.118 $ | +2,0 % | 2.911.087 $ | +242.160 $ | +9,1 % |
| Weil Company, Inc. | 3.602.427 $ | +296.297 $ | +9,0 % | 3.306.130 $ | +229.895 $ | +7,5 % | 3.076.235 $ | +67.387 $ | +2,2 % | 3.008.848 $ | +235.775 $ | +8,5 % |
| ASPIRIANT, LLC | 3.575.452 $ | +501.881 $ | +16,3 % | 3.073.571 $ | +58.224 $ | +1,9 % | 3.015.347 $ | |||||
| Quantinno Capital Management LP | 3.508.787 $ | +2.730.441 $ | +350,8 % | 778.346 $ | +245.464 $ | +46,1 % | 532.882 $ | +273.003 $ | +105,1 % | 259.879 $ | +5.334 $ | +2,1 % |
| Vestwell Advisors, LLC | 3.501.078 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 3.217.011 $ | -142.600 $ | -4,2 % | 3.359.611 $ | -117.611 $ | -3,4 % | 3.477.222 $ | +584.369 $ | +20,2 % | 2.892.853 $ | +1.990.707 $ | +220,7 % |
| RENAISSANCE TECHNOLOGIES LLC | 1.509.444 $ | -1.959.917 $ | -56,5 % | 3.469.361 $ | +2.800.487 $ | +418,7 % | 668.874 $ | -820.432 $ | -55,1 % | 1.489.306 $ | -1.299.598 $ | -46,6 % |
| Westside Investment Management, Inc. | 2.822.811 $ | -614.271 $ | -17,9 % | 3.437.082 $ | +977.793 $ | +39,8 % | 2.459.289 $ | +44.364 $ | +1,8 % | 2.414.925 $ | +2.174.759 $ | +905,5 % |
| CGN Advisors LLC | 3.428.242 $ | +353.724 $ | +11,5 % | 3.074.518 $ | -70.727 $ | -2,2 % | 3.145.245 $ | +84.109 $ | +2,7 % | 3.061.136 $ | -88.530 $ | -2,8 % |
| Long Run Wealth Advisors, LLC | 3.400.271 $ | +129.457 $ | +4,0 % | 3.270.814 $ | +51.779 $ | +1,6 % | ||||||
| Koss-Olinger Consulting, LLC | 3.387.693 $ | +597.336 $ | +21,4 % | 2.790.357 $ | +98.357 $ | +3,7 % | 2.692.000 $ | +287.000 $ | +11,9 % | 2.405.000 $ | +315 $ | +0,0 % |
| BOKF, NA | 3.376.440 $ | +551.550 $ | +19,5 % | 2.824.890 $ | +70.562 $ | +2,6 % | 2.754.328 $ | +335.980 $ | +13,9 % | 2.418.348 $ | +199.037 $ | +9,0 % |
| Aureum Wealth Management, LLC | 3.374.284 $ | +642.618 $ | +23,5 % | 2.731.666 $ | +406.358 $ | +17,5 % | 2.325.308 $ | |||||
| Triton Financial Group Inc | 3.359.536 $ | +226.532 $ | +7,2 % | 3.133.004 $ | +1.691.680 $ | +117,4 % | 1.441.324 $ | +138.498 $ | +10,6 % | 1.302.826 $ | +191.763 $ | +17,3 % |
| PRINCIPAL SECURITIES, INC. | 3.322.552 $ | +1.657.779 $ | +99,6 % | 1.664.773 $ | +266.030 $ | +19,0 % | 1.398.743 $ | -197.932 $ | -12,4 % | 1.596.675 $ | +273.272 $ | +20,6 % |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.303.499 $ | +414.964 $ | +14,4 % | 2.888.535 $ | +83.012 $ | +3,0 % | 2.805.523 $ | +76.959 $ | +2,8 % | 2.728.564 $ | +198.085 $ | +7,8 % |
| Montis Financial, LLC | 3.298.580 $ | +214.565 $ | +7,0 % | 3.084.015 $ | +95.448 $ | +3,2 % | 2.988.567 $ | +66.315 $ | +2,3 % | 2.922.252 $ | +547.945 $ | +23,1 % |
| Portland Global Advisors LLC | 3.249.852 $ | +311.600 $ | +10,6 % | 2.938.252 $ | +12.739 $ | +0,4 % | 2.925.513 $ | +59.811 $ | +2,1 % | 2.865.702 $ | +139.471 $ | +5,1 % |
| Nilsine Partners, LLC | 3.247.220 $ | +969.163 $ | +42,5 % | 2.278.057 $ | +847.615 $ | +59,3 % | 1.430.442 $ | |||||
| Keystone Wealth Services, LLC | 3.243.357 $ | +2.551.449 $ | +368,8 % | 691.908 $ | +456.978 $ | +194,5 % | 234.930 $ | +4.204 $ | +1,8 % | 230.726 $ | +22.582 $ | +10,8 % |
| SOFI WEALTH, LLC | 3.234.818 $ | +1.081.207 $ | +50,2 % | 2.153.611 $ | +530.045 $ | +32,6 % | 1.623.566 $ | +473.443 $ | +41,2 % | 1.150.123 $ | +408.088 $ | +55,0 % |
| TriaGen Wealth Management LLC | 3.160.948 $ | +265.693 $ | +9,2 % | 2.895.255 $ | -9.243 $ | -0,3 % | 2.904.498 $ | +63.222 $ | +2,2 % | 2.841.276 $ | +142.881 $ | +5,3 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 3.126.026 $ | +527.006 $ | +20,3 % | 2.599.020 $ | +74.307 $ | +2,9 % | 2.524.713 $ | +42.869 $ | +1,7 % | 2.481.844 $ | +242.926 $ | +10,9 % |
| TOMPKINS FINANCIAL CORP | 3.099.636 $ | +3.072.809 $ | +11.454,2 % | 26.827 $ | -16.945 $ | -38,7 % | 43.772 $ | +18.154 $ | +70,9 % | 25.618 $ | +2.508 $ | +10,9 % |
| Carr Financial Group Corp | 3.062.863 $ | +1.073.759 $ | +54,0 % | 1.989.104 $ | +195.019 $ | +10,9 % | 1.794.085 $ | +222.920 $ | +14,2 % | 1.571.165 $ | +166.359 $ | +11,8 % |
| IMA Advisory Services, Inc. | 3.061.550 $ | +299.716 $ | +10,9 % | 2.761.834 $ | +15.308 $ | +0,6 % | 2.746.526 $ | +109.104 $ | +4,1 % | 2.637.422 $ | +106.654 $ | +4,2 % |
| Pure Financial Advisors, LLC | 3.027.506 $ | +280.745 $ | +10,2 % | 2.746.761 $ | +51.495 $ | +1,9 % | 2.695.266 $ | +356.483 $ | +15,2 % | 2.338.783 $ | +85.916 $ | +3,8 % |
| Pioneer Wealth Management Group | 3.005.137 $ | +743.181 $ | +32,9 % | 2.261.956 $ | -197.242 $ | -8,0 % | 2.459.198 $ | +186.278 $ | +8,2 % | 2.272.920 $ | +48.482 $ | +2,2 % |
| WHITTIER TRUST CO | 2.279.429 $ | +495.282 $ | +27,8 % | 1.784.147 $ | -1.213.465 $ | -40,5 % | 2.997.612 $ | +113.494 $ | +3,9 % | 2.884.118 $ | +240.600 $ | +9,1 % |
| VSM Wealth Advisory, LLC | 178.829 $ | +55.626 $ | +45,1 % | 123.203 $ | +8.589 $ | +7,5 % | 114.614 $ | -2.882.767 $ | -96,2 % | 2.997.381 $ | +2.899.401 $ | +2.959,2 % |
| Horst & Graben Wealth Management LLC | 2.240.736 $ | -746.994 $ | -25,0 % | 2.987.730 $ | +298.090 $ | +11,1 % | 2.689.640 $ | +266.507 $ | +11,0 % | 2.423.133 $ | +536.586 $ | +28,4 % |
| GenTrust, LLC | 1.422.186 $ | +117.768 $ | +9,0 % | 1.304.418 $ | -1.682.039 $ | -56,3 % | 2.986.457 $ | +85.986 $ | +3,0 % | 2.900.471 $ | +128.933 $ | +4,7 % |
| Cambridge Financial Group, LLC | 2.968.509 $ | +331.176 $ | +12,6 % | 2.637.333 $ | +119.591 $ | +4,7 % | 2.517.742 $ | -105.252 $ | -4,0 % | 2.622.994 $ | +199.366 $ | +8,2 % |
| BIRCHBROOK, INC. | 2.943.784 $ | +227.816 $ | +8,4 % | 2.715.968 $ | -59.524 $ | -2,1 % | 2.775.492 $ | +174.352 $ | +6,7 % | 2.601.140 $ | +227.743 $ | +9,6 % |
| Bell Investment Advisors, Inc | 2.932.904 $ | +234.115 $ | +8,7 % | 2.698.789 $ | -46.284 $ | -1,7 % | 2.745.073 $ | +68.264 $ | +2,6 % | 2.676.809 $ | +135.538 $ | +5,3 % |
| Addison Advisors LLC | 1.015.682 $ | -1.916.080 $ | -65,4 % | 2.931.762 $ | +41.722 $ | +1,4 % | 2.890.040 $ | +6.818 $ | +0,2 % | 2.883.222 $ | +42.733 $ | +1,5 % |
| Madrid Wealth Management, LLC | 2.901.919 $ | +218.218 $ | +8,1 % | 2.683.701 $ | +35.128 $ | +1,3 % | 2.648.573 $ | |||||
| Coston, McIsaac & Partners | 2.827.000 $ | +118.000 $ | +4,4 % | 2.709.000 $ | +222.000 $ | +8,9 % | 2.487.000 $ | +103.000 $ | +4,3 % | 2.384.000 $ | +105.000 $ | +4,6 % |
| Acropolis Investment Management, LLC | 2.783.590 $ | +269.069 $ | +10,7 % | 2.514.521 $ | +8.821 $ | +0,4 % | 2.505.700 $ | +333.017 $ | +15,3 % | 2.172.683 $ | +391.677 $ | +22,0 % |
| SOA Wealth Advisors, LLC. | 2.741.606 $ | +71.601 $ | +2,7 % | 2.670.005 $ | -97.707 $ | -3,5 % | 2.767.712 $ | +62.399 $ | +2,3 % | 2.705.313 $ | +91.999 $ | +3,5 % |
| Mission Hills Financial Advisory, LLC | 2.761.705 $ | +1.373.281 $ | +98,9 % | 1.388.424 $ | +213.410 $ | +18,2 % | 1.175.014 $ | +85.344 $ | +7,8 % | 1.089.670 $ | +158.851 $ | +17,1 % |
| Waverly Advisors, LLC | 2.757.315 $ | +670.714 $ | +32,1 % | 2.086.601 $ | +17.861 $ | +0,9 % | 2.068.740 $ | -13.462 $ | -0,6 % | 2.082.202 $ | +101.208 $ | +5,1 % |
| Ramiah Investment Group | 2.754.181 $ | +2.465.948 $ | +855,5 % | 288.233 $ | -41.030 $ | -12,5 % | 329.263 $ | +69.242 $ | +26,6 % | 260.021 $ | -22.552 $ | -8,0 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.589.361 $ | -164.083 $ | -6,0 % | 2.753.444 $ | +2.073.318 $ | +304,8 % | 680.126 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.750.318 $ | +1.358.096 $ | +97,5 % | 1.392.222 $ | +358.848 $ | +34,7 % | 1.033.374 $ | +134.497 $ | +15,0 % | 898.877 $ | +587.325 $ | +188,5 % |
| BECKER CAPITAL MANAGEMENT INC | 2.724.686 $ | +347.542 $ | +14,6 % | 2.377.144 $ | +193.967 $ | +8,9 % | 2.183.177 $ | -86.421 $ | -3,8 % | 2.269.598 $ | +313.201 $ | +16,0 % |
| White Lighthouse Investment Management Inc. | 2.685.030 $ | +282.896 $ | +11,8 % | 2.402.134 $ | +12.376 $ | +0,5 % | 2.389.758 $ | -159.256 $ | -6,2 % | 2.549.014 $ | +180.625 $ | +7,6 % |
| B. Riley Wealth Advisors, Inc. | 2.666.164 $ | +1.155.946 $ | +76,5 % | 1.510.218 $ | +38.948 $ | +2,6 % | 1.471.270 $ | +73.493 $ | +5,3 % | 1.397.777 $ | +147.084 $ | +11,8 % |
| CFM WEALTH PARTNERS LLC | 2.659.995 $ | +107.831 $ | +4,2 % | 2.552.164 $ | +21.119 $ | +0,8 % | 2.531.045 $ | +5.817 $ | +0,2 % | 2.525.228 $ | +248.027 $ | +10,9 % |
| Perennial Investment Advisors, LLC | 2.423.414 $ | -212.976 $ | -8,1 % | 2.636.390 $ | +46.311 $ | +1,8 % | 2.590.079 $ | +198.264 $ | +8,3 % | |||
| Richard P Slaughter Associates Inc | 2.631.661 $ | +398.820 $ | +17,9 % | 2.232.841 $ | +55.666 $ | +2,6 % | 2.177.175 $ | +64.685 $ | +3,1 % | 2.112.490 $ | +145.332 $ | +7,4 % |
| Equita Financial Network, Inc. | 2.625.365 $ | +463.498 $ | +21,4 % | 2.161.867 $ | +77.456 $ | +3,7 % | 2.084.411 $ | +139.403 $ | +7,2 % | 1.945.008 $ | +155.263 $ | +8,7 % |
| Pearl Planning LLC | 2.618.019 $ | +582.156 $ | +28,6 % | 2.035.863 $ | +106.988 $ | +5,5 % | 1.928.875 $ | |||||
| Wingate Wealth Advisors, Inc. | 2.608.783 $ | +218.511 $ | +9,1 % | 2.390.272 $ | +120.450 $ | +5,3 % | 2.269.822 $ | +91.706 $ | +4,2 % | 2.178.116 $ | +105.835 $ | +5,1 % |
| Ryan Investment Management, Inc. | 2.606.513 $ | +1.390.535 $ | +114,4 % | 1.215.978 $ | -445.348 $ | -26,8 % | 1.661.326 $ | -762.992 $ | -31,5 % | 2.424.318 $ | +40.155 $ | +1,7 % |
| Private Wealth Management Group, LLC | 1.945.407 $ | -658.352 $ | -25,3 % | 2.603.759 $ | +33.535 $ | +1,3 % | 2.570.224 $ | +128.255 $ | +5,3 % | 2.441.969 $ | +127.229 $ | +5,5 % |
| Cascade Financial Partners, LLC | 2.602.596 $ | +444.782 $ | +20,6 % | 2.157.814 $ | +29.077 $ | +1,4 % | 2.128.737 $ | +30.926 $ | +1,5 % | 2.097.811 $ | +127.155 $ | +6,5 % |
| Diversify Advisory Services, LLC | 2.589.361 $ | +620.640 $ | +31,5 % | 1.968.721 $ | +120.726 $ | +6,5 % | 1.847.995 $ | -221.885 $ | -10,7 % | |||
| Sharkey, Howes & Javer | 2.086.669 $ | -367.149 $ | -15,0 % | 2.453.818 $ | -102.041 $ | -4,0 % | 2.555.859 $ | +246.784 $ | +10,7 % | 2.309.075 $ | +564.751 $ | +32,4 % |
| Shepherd Financial Partners LLC | 2.531.334 $ | +212.254 $ | +9,2 % | 2.319.080 $ | +45.238 $ | +2,0 % | 2.273.842 $ | +73.316 $ | +3,3 % | 2.200.526 $ | +86.214 $ | +4,1 % |
| Synergy Asset Management, LLC | 2.527.565 $ | |||||||||||
| Laird Norton Wetherby Wealth Management, LLC | 2.523.013 $ | +103.366 $ | +4,3 % | |||||||||
| Davis Wealth Advisors, LLC | 2.469.407 $ | +722 $ | +0,0 % | 2.468.685 $ | -33.998 $ | -1,4 % | 2.502.683 $ | |||||
| Savvy Advisors, Inc. | 2.492.153 $ | +243.471 $ | +10,8 % | 2.248.682 $ | +131.121 $ | +6,2 % | 2.117.561 $ | +412.407 $ | +24,2 % | 1.705.154 $ | +1.086.095 $ | +175,4 % |
| Ashton Thomas Private Wealth, LLC | 2.483.462 $ | +574.815 $ | +30,1 % | 1.908.647 $ | +528.793 $ | +38,3 % | 1.379.854 $ | +19.280 $ | +1,4 % | 1.360.574 $ | +639.169 $ | +88,6 % |
| ELEVATION WEALTH PARTNERS, LLC | 2.478.754 $ | +269.794 $ | +12,2 % | 2.208.960 $ | +33.169 $ | +1,5 % | 2.175.791 $ | +88.109 $ | +4,2 % | 2.087.682 $ | +226.943 $ | +12,2 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.467.035 $ | +1.265.578 $ | +105,3 % | 1.201.457 $ | +144.023 $ | +13,6 % | 1.057.434 $ | +520.088 $ | +96,8 % | 537.346 $ | +79.192 $ | +17,3 % |
| FIRST HAWAIIAN BANK | 317.169 $ | +21.512 $ | +7,3 % | 295.657 $ | -2.153.291 $ | -87,9 % | 2.448.948 $ | +54.341 $ | +2,3 % | 2.394.607 $ | +71.854 $ | +3,1 % |
| Financial Management Professionals, Inc. | 2.445.229 $ | +994.136 $ | +68,5 % | 1.451.093 $ | ||||||||
| Elwood & Goetz Wealth Advisory Group, LLC | 2.441.928 $ | +213.005 $ | +9,6 % | 2.228.923 $ | +181.476 $ | +8,9 % | 2.047.447 $ | -257.670 $ | -11,2 % | 2.305.117 $ | -132.253 $ | -5,4 % |
| Schneider Downs Wealth Management Advisors, LP | 2.412.101 $ | +414.805 $ | +20,8 % | 1.997.296 $ | +59.926 $ | +3,1 % | 1.937.370 $ | +39.855 $ | +2,1 % | 1.897.515 $ | +110.707 $ | +6,2 % |
| Diversified Enterprises, LLC | 2.411.166 $ | +472.267 $ | +24,4 % | 1.938.899 $ | +285.596 $ | +17,3 % | 1.653.303 $ | +30.234 $ | +1,9 % | 1.623.069 $ | +98.896 $ | +6,5 % |
| Bear Mountain Capital, Inc. | 2.407.306 $ | +98.249 $ | +4,3 % | 2.309.057 $ | +156.306 $ | +7,3 % | 2.152.751 $ | +143.766 $ | +7,2 % | 2.008.985 $ | +55.878 $ | +2,9 % |
| MGO ONE SEVEN LLC | 2.341.449 $ | -65.477 $ | -2,7 % | 2.406.926 $ | +42.881 $ | +1,8 % | 2.364.045 $ | +220.363 $ | +10,3 % | 2.143.682 $ | +264.248 $ | +14,1 % |
| VICUS CAPITAL | 2.396.913 $ | +518.394 $ | +27,6 % | 1.878.519 $ | +269.343 $ | +16,7 % | 1.609.176 $ | -314.542 $ | -16,4 % | 1.923.718 $ | -146.319 $ | -7,1 % |
| PDS Planning, Inc | 2.378.947 $ | +319.526 $ | +15,5 % | 2.059.421 $ | +60.707 $ | +3,0 % | 1.998.714 $ | -29.216 $ | -1,4 % | 2.027.930 $ | +138.090 $ | +7,3 % |
| NBT BANK, N.A. | 2.375.826 $ | +2.207.425 $ | +1.310,8 % | 168.401 $ | -4.312 $ | -2,5 % | 172.713 $ | +11.140 $ | +6,9 % | 161.573 $ | +5.622 $ | +3,6 % |
| BigSur Wealth Management LLC | 2.364.630 $ | +165.370 $ | +7,5 % | 2.199.260 $ | +12.190 $ | +0,6 % | 2.187.070 $ | +48.530 $ | +2,3 % | 2.138.540 $ | +86.480 $ | +4,2 % |
| Capital Analysts, LLC | 1.352.000 $ | +107.000 $ | +8,6 % | 1.245.000 $ | -1.105.000 $ | -47,0 % | 2.350.000 $ | +135.000 $ | +6,1 % | 2.215.000 $ | +213.000 $ | +10,6 % |
| PENOBSCOT WEALTH MANAGEMENT | 2.340.570 $ | +769.904 $ | +49,0 % | 1.570.666 $ | +212.234 $ | +15,6 % | 1.358.432 $ | +69.117 $ | +5,4 % | 1.289.315 $ | +199.463 $ | +18,3 % |
| HUNTINGTON NATIONAL BANK | 2.336.167 $ | +255.398 $ | +12,3 % | 2.080.769 $ | +54.082 $ | +2,7 % | 2.026.687 $ | +173.002 $ | +9,3 % | 1.853.685 $ | +26.691 $ | +1,5 % |
| SAX WEALTH ADVISORS, LLC | 2.195.168 $ | +211.013 $ | +10,6 % | 1.984.155 $ | +0 $ | +0,0 % | 1.984.155 $ | -349.668 $ | -15,0 % | 2.333.823 $ | +203.976 $ | +9,6 % |
| Bluespring Wealth Management, LLC | 2.326.722 $ | +867.724 $ | +59,5 % | 1.458.998 $ | +66.883 $ | +4,8 % | 1.392.115 $ | +70.731 $ | +5,4 % | 1.321.384 $ | +108.414 $ | +8,9 % |
| COMMERCE BANK | 2.324.507 $ | +442.016 $ | +23,5 % | 1.882.491 $ | +42.041 $ | +2,3 % | 1.840.450 $ | +48.123 $ | +2,7 % | 1.792.327 $ | +126.679 $ | +7,6 % |
| Foster Group, Inc. | 2.324.067 $ | +206.272 $ | +9,7 % | 2.117.795 $ | -60.102 $ | -2,8 % | 2.177.897 $ | +800.684 $ | +58,1 % | 1.377.213 $ | +113.648 $ | +9,0 % |
| EVOLVE PRIVATE WEALTH, LLC | 2.323.787 $ | +318.360 $ | +15,9 % | 2.005.427 $ | +12.087 $ | +0,6 % | 1.993.340 $ | |||||
| Neuberger Berman Group LLC | 2.316.495 $ | +608.196 $ | +35,6 % | 1.708.299 $ | +604.278 $ | +54,7 % | 1.104.021 $ | +54.417 $ | +5,2 % | 1.049.604 $ | +290.383 $ | +38,2 % |
| Sage Advisory Services, Ltd.Co. | 2.315.000 $ | +278.000 $ | +13,6 % | 2.037.000 $ | +31.000 $ | +1,5 % | 2.006.000 $ | +41.000 $ | +2,1 % | 1.965.000 $ | +104.000 $ | +5,6 % |
| Tower Research Capital LLC (TRC) | 1.450.717 $ | -857.842 $ | -37,2 % | 2.308.559 $ | +1.856.376 $ | +410,5 % | 452.183 $ | -188.724 $ | -29,4 % | 640.907 $ | -73.618 $ | -10,3 % |
| Brewster Financial Planning LLC | 2.288.805 $ | +444.885 $ | +24,1 % | 1.843.920 $ | +14.207 $ | +0,8 % | 1.829.713 $ | +25.236 $ | +1,4 % | 1.804.477 $ | +104.911 $ | +6,2 % |
| Capital Investment Advisory Services, LLC | 3.610 $ | -804 $ | -18,2 % | 4.414 $ | -2.251.079 $ | -99,8 % | 2.255.493 $ | -13.112 $ | -0,6 % | 2.268.605 $ | +119.333 $ | +5,6 % |
| Krilogy Financial LLC | 1.403.011 $ | -131.312 $ | -8,6 % | 1.534.323 $ | -42.146 $ | -2,7 % | 1.576.469 $ | -679.633 $ | -30,1 % | 2.256.102 $ | ||
| Vermillion Wealth Management, Inc. | 2.241.520 $ | +89.854 $ | +4,2 % | 2.151.666 $ | ||||||||
| Great Diamond Partners, LLC | 2.232.116 $ | +673.244 $ | +43,2 % | 1.558.872 $ | +112.060 $ | +7,7 % | 1.446.812 $ | -93.816 $ | -6,1 % | 1.540.628 $ | +158.879 $ | +11,5 % |
| PRESILIUM PRIVATE WEALTH, LLC | 2.228.632 $ | +261.778 $ | +13,3 % | 1.966.854 $ | +1.468 $ | +0,1 % | 1.965.386 $ | +42.280 $ | +2,2 % | 1.923.106 $ | +113.386 $ | +6,3 % |
| Topel & Distasi Wealth Management, LLC | 2.072.097 $ | +185.966 $ | +9,9 % | 1.886.131 $ | -332.380 $ | -15,0 % | 2.218.511 $ | -9.260 $ | -0,4 % | 2.227.771 $ | +165.979 $ | +8,1 % |
| Bragg Financial Advisors, Inc | 2.226.803 $ | +206.885 $ | +10,2 % | 2.019.918 $ | +85.371 $ | +4,4 % | 1.934.547 $ | +61.971 $ | +3,3 % | 1.872.576 $ | +111.501 $ | +6,3 % |
| Hardy Reed LLC | 2.225.431 $ | +298.696 $ | +15,5 % | 1.926.735 $ | +138.807 $ | +7,8 % | 1.787.928 $ | +31.253 $ | +1,8 % | 1.756.675 $ | +166.939 $ | +10,5 % |
| Sequent Asset Management, LLC | 2.211.658 $ | +378.387 $ | +20,6 % | 1.833.271 $ | -92.729 $ | -4,8 % | 1.926.000 $ | +67.143 $ | +3,6 % | 1.858.857 $ | ||
| Quadrature Capital Ltd | 2.195.818 $ | |||||||||||
| Fingerlakes Wealth Management, Inc. | 2.186.752 $ | +785.145 $ | +56,0 % | 1.401.607 $ | +159.853 $ | +12,9 % | 1.241.754 $ | +56.030 $ | +4,7 % | 1.185.724 $ | +80.130 $ | +7,2 % |
| Johnson Financial Group, LLC | 732.007 $ | -1.448.434 $ | -66,4 % | 2.180.441 $ | +20.982 $ | +1,0 % | 2.159.459 $ | +121.859 $ | +6,0 % | 2.037.600 $ | +104.394 $ | +5,4 % |
| MainStreet Investment Advisors LLC | 2.173.864 $ | +246.503 $ | +12,8 % | 1.927.361 $ | +1.048.952 $ | +119,4 % | 878.409 $ | -29.373 $ | -3,2 % | 907.782 $ | +97.081 $ | +12,0 % |
| RHS Financial, LLC | 2.169.752 $ | +545.137 $ | +33,6 % | 1.624.615 $ | -158.624 $ | -8,9 % | 1.783.239 $ | +30.951 $ | +1,8 % | 1.752.288 $ | +62.784 $ | +3,7 % |
| Valley Brook Capital Group, Inc. | 2.145.771 $ | +1.105.741 $ | +106,3 % | 1.040.030 $ | +232.931 $ | +28,9 % | 807.099 $ | +73.298 $ | +10,0 % | 733.801 $ | +111.145 $ | +17,9 % |
| MassMutual Private Wealth & Trust, FSB | 2.138.766 $ | +211.405 $ | +11,0 % | 1.927.361 $ | +1.013.604 $ | +110,9 % | 913.757 $ | +14.659 $ | +1,6 % | 899.098 $ | +96.231 $ | +12,0 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.133.911 $ | +516.872 $ | +32,0 % | 1.617.039 $ | -100.897 $ | -5,9 % | 1.717.936 $ | +242.682 $ | +16,5 % | 1.475.254 $ | +174.824 $ | +13,4 % |
| Vanguard Personalized Indexing Management, LLC | 648.731 $ | -1.454.258 $ | -69,2 % | 2.102.989 $ | ||||||||
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2.077.964 $ | +140.061 $ | +7,2 % | |||||||||
| Plante Moran Financial Advisors, LLC | 2.074.777 $ | +218.709 $ | +11,8 % | 1.856.068 $ | +1.549.810 $ | +506,0 % | 306.258 $ | +29.453 $ | +10,6 % | 276.805 $ | -19.481 $ | -6,6 % |
| Amundi | 1.318.849 $ | +222.340 $ | +20,3 % | 1.096.509 $ | -402.267 $ | -26,8 % | 1.498.776 $ | -568.451 $ | -27,5 % | 2.067.227 $ | +575.307 $ | +38,6 % |
| Jordan Park Group LLC | 2.066.424 $ | +252.899 $ | +13,9 % | 1.813.525 $ | +95.738 $ | +5,6 % | 1.717.787 $ | -25.071 $ | -1,4 % | 1.742.858 $ | +133.917 $ | +8,3 % |
| 1ST SOURCE BANK | 2.065.941 $ | +281.537 $ | +15,8 % | 1.784.404 $ | +257.263 $ | +16,8 % | 1.527.141 $ | +32.586 $ | +2,2 % | 1.494.555 $ | +82.711 $ | +5,9 % |
| Williams & Novak Wealth Management, LLC | 2.065.833 $ | +158.266 $ | +8,3 % | 1.907.567 $ | +17.026 $ | +0,9 % | 1.890.541 $ | +8.356 $ | +0,4 % | 1.882.185 $ | +67.555 $ | +3,7 % |
| First Financial Bank - Trust Division | 2.058.050 $ | +130.638 $ | +6,8 % | 1.927.412 $ | -6.243 $ | -0,3 % | 1.933.655 $ | +42.906 $ | +2,3 % | 1.890.749 $ | -42.469 $ | -2,2 % |
| Opes Wealth Management LLC | 2.018.587 $ | -15.127 $ | -0,7 % | 2.033.714 $ | +29.117 $ | +1,5 % | 2.004.597 $ | +130.545 $ | +7,0 % | |||
| STALEY CAPITAL ADVISERS INC | 2.022.131 $ | +285.591 $ | +16,4 % | 1.736.540 $ | +39.947 $ | +2,4 % | 1.696.593 $ | -14.991 $ | -0,9 % | 1.711.584 $ | +134.304 $ | +8,5 % |
| Investor's Fiduciary Advisor Network, LLC | 1.913.000 $ | -109.000 $ | -5,4 % | 2.022.000 $ | +218.000 $ | +12,1 % | 1.804.000 $ | +292.000 $ | +19,3 % | |||
| Onyx Bridge Wealth Group LLC | 2.018.001 $ | +702.788 $ | +53,4 % | 1.315.213 $ | +44.707 $ | +3,5 % | 1.270.506 $ | +28.256 $ | +2,3 % | 1.242.250 $ | +104.917 $ | +9,2 % |
| Caprock Group, LLC | 1.974.652 $ | +559.990 $ | +39,6 % | 1.414.662 $ | +140.960 $ | +11,1 % | 1.273.702 $ | +169.265 $ | +15,3 % | 1.104.437 $ | ||
| Strategic Blueprint, LLC | 310.369 $ | +52.999 $ | +20,6 % | 257.370 $ | -11.590 $ | -4,3 % | 268.960 $ | -1.679.823 $ | -86,2 % | 1.948.783 $ | +223.237 $ | +12,9 % |
| Aufman Associates Inc | 1.945.336 $ | +247.151 $ | +14,6 % | 1.698.185 $ | +17.525 $ | +1,0 % | 1.680.660 $ | +100.437 $ | +6,4 % | 1.580.223 $ | +152.078 $ | +10,6 % |
| Ameraudi Asset Management, Inc. | 1.941.604 $ | +35.550 $ | +1,9 % | 1.906.054 $ | +30.792 $ | +1,6 % | 1.875.262 $ | +37.169 $ | +2,0 % | 1.838.093 $ | +122.473 $ | +7,1 % |
| Falcon Wealth Planning | 1.843.103 $ | -93.904 $ | -4,8 % | 1.937.007 $ | +21.573 $ | +1,1 % | 1.915.434 $ | +4.103 $ | +0,2 % | 1.911.331 $ | +416.205 $ | +27,8 % |
| Institute for Wealth Management, LLC. | 1.108.520 $ | +501.247 $ | +82,5 % | 607.273 $ | -8.774 $ | -1,4 % | 616.047 $ | -1.305.484 $ | -67,9 % | 1.921.531 $ | +250.629 $ | +15,0 % |
| OKABENA INVESTMENT SERVICES INC | 1.907.126 $ | +635.189 $ | +49,9 % | 1.271.937 $ | +410.041 $ | +47,6 % | 861.896 $ | |||||
| Werba Rubin Papier Wealth Management | 1.900.564 $ | +86.911 $ | +4,8 % | 1.813.653 $ | +541.362 $ | +42,6 % | 1.272.291 $ | -132.384 $ | -9,4 % | 1.404.675 $ | -2.029 $ | -0,1 % |
| Higgins & Schmidt Wealth Strategies LLC | 1.871.122 $ | +138.414 $ | +8,0 % | 1.732.708 $ | +6.048 $ | +0,4 % | 1.726.660 $ | +506.322 $ | +41,5 % | 1.220.338 $ | +286.203 $ | +30,6 % |
| Boston Standard Wealth Management, LLC | 1.863.982 $ | +213.589 $ | +12,9 % | 1.650.393 $ | +28.224 $ | +1,7 % | 1.622.169 $ | +8.169 $ | +0,5 % | 1.614.000 $ | +359.000 $ | +28,6 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.857.115 $ | +366.593 $ | +24,6 % | 1.490.522 $ | +1.003.771 $ | +206,2 % | 486.751 $ | +46.611 $ | +10,6 % | 440.140 $ | +33.343 $ | +8,2 % |
| Apollon Wealth Management, LLC | 1.820.701 $ | +441.581 $ | +32,0 % | 1.379.120 $ | +152.487 $ | +12,4 % | 1.226.633 $ | +3.241 $ | +0,3 % | 1.223.392 $ | +72.498 $ | +6,3 % |
| Maia Wealth LLC | 1.400.728 $ | +199.986 $ | +16,7 % | 1.200.742 $ | -438.165 $ | -26,7 % | 1.638.907 $ | -180.771 $ | -9,9 % | 1.819.678 $ | +457.513 $ | +33,6 % |
| Physician Wealth Advisors, Inc. | 1.816.004 $ | +293.178 $ | +19,3 % | 1.522.826 $ | +174.830 $ | +13,0 % | 1.347.996 $ | +76.425 $ | +6,0 % | 1.271.571 $ | +149.677 $ | +13,3 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.793.089 $ | +299.176 $ | +20,0 % | 1.493.913 $ | +52.296 $ | +3,6 % | 1.441.617 $ | +25.201 $ | +1,8 % | 1.416.416 $ | +137.270 $ | +10,7 % |
| Ipsen Advisor Group LLC | 1.792.307 $ | +206.477 $ | +13,0 % | 1.585.830 $ | +205.558 $ | +14,9 % | 1.380.272 $ | +224.969 $ | +19,5 % | 1.155.303 $ | +33.246 $ | +3,0 % |
| Argentarii, LLC | 1.780.092 $ | +185.365 $ | +11,6 % | 1.594.727 $ | +18.271 $ | +1,2 % | 1.576.456 $ | |||||
| CreativeOne Wealth, LLC | 1.772.436 $ | +113.535 $ | +6,8 % | 1.658.901 $ | +118.189 $ | +7,7 % | 1.540.712 $ | +246.614 $ | +19,1 % | 1.294.098 $ | +92.041 $ | +7,7 % |
| Birch Hill Investment Advisors LLC | 1.772.030 $ | +277.746 $ | +18,6 % | 1.494.284 $ | +35.453 $ | +2,4 % | 1.458.831 $ | -133.943 $ | -8,4 % | 1.592.774 $ | +56.614 $ | +3,7 % |
| Focus Financial Network, Inc. | 1.769.721 $ | +284.673 $ | +19,2 % | 1.485.048 $ | +330.921 $ | +28,7 % | 1.154.127 $ | -191.208 $ | -14,2 % | 1.345.335 $ | +549.346 $ | +69,0 % |
| Qube Research & Technologies Ltd | 1.750.555 $ | +1.646.527 $ | +1.582,8 % | 104.028 $ | +61.359 $ | +143,8 % | 42.669 $ | -45.045 $ | -51,4 % | 87.714 $ | -377.358 $ | -81,1 % |
| Stordahl Capital Management, Inc. | 1.729.244 $ | +275.480 $ | +18,9 % | 1.453.764 $ | +115.010 $ | +8,6 % | 1.338.754 $ | +25.979 $ | +2,0 % | 1.312.775 $ | +118.421 $ | +9,9 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.725.898 $ | +385.616 $ | +28,8 % | 1.340.282 $ | +132.338 $ | +11,0 % | 1.207.944 $ | +177.392 $ | +17,2 % | 1.030.552 $ | +185.551 $ | +22,0 % |
| MARQUETTE ASSOCIATES, INC. | 1.723.259 $ | +274.526 $ | +18,9 % | 1.448.733 $ | +225.343 $ | +18,4 % | 1.223.390 $ | |||||
| Armbruster Capital Management, Inc. | 1.722.434 $ | +176.293 $ | +11,4 % | 1.546.141 $ | +174.788 $ | +12,7 % | 1.371.353 $ | +32.486 $ | +2,4 % | 1.338.867 $ | +276.435 $ | +26,0 % |
| CARY STREET PARTNERS FINANCIAL LLC | 1.714.878 $ | +225.614 $ | +15,1 % | 1.489.264 $ | +26.699 $ | +1,8 % | 1.462.565 $ | +31.595 $ | +2,2 % | 1.430.970 $ | +116.031 $ | +8,8 % |
| WealthCollab, LLC | 1.711.572 $ | +128.125 $ | +8,1 % | 1.583.447 $ | +10.414 $ | +0,7 % | 1.573.033 $ | +34.545 $ | +2,2 % | 1.538.488 $ | +66.111 $ | +4,5 % |
| Walkner Condon Financial Advisors LLC | 1.708.201 $ | +183.170 $ | +12,0 % | 1.525.031 $ | +139.898 $ | +10,1 % | 1.385.133 $ | +29.786 $ | +2,2 % | 1.355.347 $ | +89.089 $ | +7,0 % |
| Wedmont Private Capital | 1.706.604 $ | |||||||||||
| ZENITH SOLUTIONS, INC. | 1.705.940 $ | |||||||||||
| Orin Green Financial, LLC | 1.703.324 $ | +371.037 $ | +27,8 % | 1.332.287 $ | +147.271 $ | +12,4 % | 1.185.016 $ | +25.451 $ | +2,2 % | 1.159.565 $ | +95.334 $ | +9,0 % |
| EQ LLC | 1.693.237 $ | +87.530 $ | +5,5 % | 1.605.707 $ | +83.019 $ | +5,5 % | 1.522.688 $ | +333.781 $ | +28,1 % | 1.188.907 $ | +84.409 $ | +7,6 % |
| PETRA FINANCIAL ADVISORS INC | 1.669.998 $ | |||||||||||
| NorthCoast Asset Management LLC | 1.666.315 $ | +240.948 $ | +16,9 % | |||||||||
| Squarepoint Ops LLC | 1.660.058 $ | +1.435.454 $ | +639,1 % | 224.604 $ | ||||||||
| Pathway Financial Advisors LLC | 1.659.341 $ | +564.981 $ | +51,6 % | 1.094.360 $ | -9.240 $ | -0,8 % | 1.103.600 $ | +55.151 $ | +5,3 % | 1.048.449 $ | +539.115 $ | +105,8 % |
| J.W. COLE ADVISORS, INC. | 1.657.111 $ | +1.421.251 $ | +602,6 % | 235.860 $ | ||||||||
| Coastline Trust Co | 1.644.652 $ | +162.446 $ | +11,0 % | 1.482.206 $ | +84.858 $ | +6,1 % | 1.397.348 $ | +60.296 $ | +4,5 % | 1.337.052 $ | +114.470 $ | +9,4 % |
| RED REEF ADVISORS LLC | 1.632.370 $ | +230.191 $ | +16,4 % | 1.402.179 $ | +5.702 $ | +0,4 % | 1.396.477 $ | |||||
| Secure Asset Management, LLC | 1.628.800 $ | +1.113.541 $ | +216,1 % | 515.259 $ | +281.184 $ | +120,1 % | 234.075 $ | |||||
| TUDOR INVESTMENT CORP ET AL | 1.615.252 $ | +1.344.160 $ | +495,8 % | 271.092 $ | -12.170 $ | -4,3 % | 283.262 $ | -543.398 $ | -65,7 % | |||
| Arax Advisory Partners | 1.608.651 $ | +1.342.369 $ | +504,1 % | 266.282 $ | -230.263 $ | -46,4 % | 496.545 $ | +480.090 $ | +2.917,6 % | 16.455 $ | -503.385 $ | -96,8 % |
| HILL ISLAND FINANCIAL LLC | 1.120.376 $ | -474.197 $ | -29,7 % | 1.594.573 $ | +87.253 $ | +5,8 % | 1.507.320 $ | +60.954 $ | +4,2 % | 1.446.366 $ | +333.913 $ | +30,0 % |
| Belpointe Asset Management LLC | 1.594.028 $ | +896.088 $ | +128,4 % | 697.940 $ | +76.917 $ | +12,4 % | 621.023 $ | +62.650 $ | +11,2 % | 558.373 $ | -8.969 $ | -1,6 % |
| Trust Co | 1.574.692 $ | +170.974 $ | +12,2 % | 1.403.718 $ | -188.810 $ | -11,9 % | 1.592.528 $ | +63.688 $ | +4,2 % | 1.528.840 $ | +254.418 $ | +20,0 % |
| McAdam, LLC | 1.587.529 $ | +213.083 $ | +15,5 % | 1.374.446 $ | +20.333 $ | +1,5 % | 1.354.113 $ | +579.163 $ | +74,7 % | 774.950 $ | +49.445 $ | +6,8 % |
| Johnson Financial Group, Inc. | 1.563.943 $ | +161.043 $ | +11,5 % | 1.402.900 $ | +144.791 $ | +11,5 % | 1.258.109 $ | +1.066.755 $ | +557,5 % | 191.354 $ | +7.739 $ | +4,2 % |
| BlueStem Wealth Partners, LLC | 1.563.355 $ | +309.542 $ | +24,7 % | 1.253.813 $ | +69.753 $ | +5,9 % | 1.184.060 $ | +49.613 $ | +4,4 % | 1.134.447 $ | -4.193 $ | -0,4 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.548.422 $ | +46.798 $ | +3,1 % | 1.501.624 $ | +320.570 $ | +27,1 % | 1.181.054 $ | +943.888 $ | +398,0 % | 237.166 $ | +22.787 $ | +10,6 % |
| Coppell Advisory Solutions LLC | 1.546.050 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 1.544.194 $ | +772.797 $ | +100,2 % | 771.397 $ | +62.931 $ | +8,9 % | 708.466 $ | +478.332 $ | +207,8 % | 230.134 $ | ||
| Kohmann Bosshard Financial Services, LLC | 1.544.009 $ | |||||||||||
| Sensible Financial Planning & Management, LLC. | 1.541.757 $ | +104.230 $ | +7,3 % | |||||||||
| Peak Financial Management, Inc. | 1.535.464 $ | +167.773 $ | +12,3 % | 1.367.691 $ | +14.261 $ | +1,1 % | 1.353.430 $ | +20.250 $ | +1,5 % | 1.333.180 $ | +130.734 $ | +10,9 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.526.098 $ | +763.478 $ | +100,1 % | 762.620 $ | +124.618 $ | +19,5 % | 638.002 $ | +39.382 $ | +6,6 % | 598.620 $ | +42.232 $ | +7,6 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 1.523.850 $ | +697.880 $ | +84,5 % | 825.970 $ | -101.831 $ | -11,0 % | 927.801 $ | +146.649 $ | +18,8 % | 781.152 $ | -10.255 $ | -1,3 % |
| World Investment Advisors | 1.514.843 $ | +30.283 $ | +2,0 % | 1.484.560 $ | +391.639 $ | +35,8 % | 1.092.921 $ | +201.946 $ | +22,7 % | |||
| Bangor Savings Bank | 1.501.978 $ | +230.064 $ | +18,1 % | 1.271.914 $ | -124.990 $ | -8,9 % | 1.396.904 $ | +27.160 $ | +2,0 % | 1.369.744 $ | +384.705 $ | +39,1 % |
| Tortoise Investment Management, LLC | 1.498.988 $ | +134.120 $ | +9,8 % | 1.364.868 $ | +46.420 $ | +3,5 % | 1.318.448 $ | +390.751 $ | +42,1 % | 927.697 $ | +256.167 $ | +38,1 % |
| SIGMA INVESTMENT COUNSELORS INC | 1.486.776 $ | +154.090 $ | +11,6 % | 1.332.686 $ | +66.925 $ | +5,3 % | 1.265.761 $ | +26.343 $ | +2,1 % | 1.239.418 $ | +69.012 $ | +5,9 % |
| Towerpoint Wealth, LLC | 1.481.524 $ | +164.780 $ | +12,5 % | 1.316.744 $ | +45.978 $ | +3,6 % | 1.270.766 $ | +65.619 $ | +5,4 % | 1.205.147 $ | +140.839 $ | +13,2 % |
| Fort Point Capital Partners LLC | 1.474.819 $ | +181.928 $ | +14,1 % | 1.292.891 $ | -38.334 $ | -2,9 % | 1.331.225 $ | +85.634 $ | +6,9 % | 1.245.591 $ | +86.791 $ | +7,5 % |
| Y-Intercept (Hong Kong) Ltd | 1.449.009 $ | +348.602 $ | +31,7 % | 1.100.407 $ | +18.685 $ | +1,7 % | 1.081.722 $ | -713.596 $ | -39,7 % | |||
| Morling Financial Advisors, LLC | 1.442.145 $ | +176.631 $ | +14,0 % | 1.265.514 $ | +7.395 $ | +0,6 % | 1.258.119 $ | +51.065 $ | +4,2 % | 1.207.054 $ | +84.060 $ | +7,5 % |
| LexAurum Advisors, LLC | 1.433.558 $ | +283.032 $ | +24,6 % | 1.150.526 $ | +79.024 $ | +7,4 % | 1.071.502 $ | +92.402 $ | +9,4 % | |||
| OpenArc Corporate Advisory, LLC | 1.328.507 $ | -90.928 $ | -6,4 % | 1.419.435 $ | +3.815 $ | +0,3 % | 1.415.620 $ | |||||
| Valeo Financial Advisors, LLC | 1.031.334 $ | +666.437 $ | +182,6 % | 364.897 $ | -1.052.249 $ | -74,3 % | 1.417.146 $ | +29.238 $ | +2,1 % | 1.387.908 $ | +260.903 $ | +23,2 % |
| RFG Advisory, LLC | 1.193.151 $ | -144.189 $ | -10,8 % | 1.337.340 $ | -78.382 $ | -5,5 % | 1.415.722 $ | +379.550 $ | +36,6 % | 1.036.172 $ | +162.793 $ | +18,6 % |
| BLB&B Advisors, LLC | 1.406.518 $ | +157.777 $ | +12,6 % | 1.248.741 $ | +21.156 $ | +1,7 % | 1.227.585 $ | +2.689 $ | +0,2 % | 1.224.896 $ | +46.308 $ | +3,9 % |
| Capital Advantage, Inc. | 1.406.319 $ | +162.316 $ | +13,0 % | 1.244.003 $ | +103.849 $ | +9,1 % | 1.140.154 $ | +85.447 $ | +8,1 % | 1.054.707 $ | +115.960 $ | +12,4 % |
| HF Advisory Group, LLC | 1.400.890 $ | +141.123 $ | +11,2 % | 1.259.767 $ | +45.770 $ | +3,8 % | 1.213.997 $ | +51.719 $ | +4,4 % | 1.162.278 $ | +111.872 $ | +10,7 % |
| MOLLER WEALTH PARTNERS | 1.399.870 $ | +159.943 $ | +12,9 % | 1.239.927 $ | -12.047 $ | -1,0 % | 1.251.974 $ | +25.905 $ | +2,1 % | 1.226.069 $ | +80.374 $ | +7,0 % |
| Connecticut Wealth Management, LLC | 1.350.921 $ | +250.022 $ | +22,7 % | 1.100.899 $ | -60.539 $ | -5,2 % | 1.161.438 $ | -232.374 $ | -16,7 % | 1.393.812 $ | -3.401.455 $ | -70,9 % |
| Koshinski Asset Management, Inc. | 1.387.167 $ | +690.175 $ | +99,0 % | 696.992 $ | +114.633 $ | +19,7 % | 582.359 $ | +34.186 $ | +6,2 % | 548.173 $ | +41.603 $ | +8,2 % |
| BENJAMIN EDWARDS INC | 1.386.470 $ | +691.718 $ | +99,6 % | 694.752 $ | +109.297 $ | +18,7 % | 585.455 $ | +68.113 $ | +13,2 % | 517.342 $ | +76.397 $ | +17,3 % |
| CIBC Asset Management Inc | 1.386.379 $ | +170.385 $ | +14,0 % | 1.215.994 $ | +21.003 $ | +1,8 % | 1.194.991 $ | +23.385 $ | +2,0 % | 1.171.606 $ | +81.323 $ | +7,5 % |
| Engineers Gate Manager LP | 1.377.241 $ | +1.111.467 $ | +418,2 % | 265.774 $ | ||||||||
| Aprio Wealth Management, LLC | 1.375.160 $ | +100.868 $ | +7,9 % | 1.274.292 $ | +2.594 $ | +0,2 % | 1.271.698 $ | +67.017 $ | +5,6 % | 1.204.681 $ | +58.262 $ | +5,1 % |
| NewEdge Wealth, LLC | 1.371.610 $ | +271.406 $ | +24,7 % | 1.100.204 $ | +126.580 $ | +13,0 % | 973.624 $ | +22.861 $ | +2,4 % | 950.763 $ | +247.671 $ | +35,2 % |
| NEPC LLC | 1.371.485 $ | +95.914 $ | +7,5 % | 1.275.571 $ | +7.070 $ | +0,6 % | 1.268.501 $ | +106.716 $ | +9,2 % | 1.161.785 $ | +46.981 $ | +4,2 % |
| Simplicity Wealth,LLC | 1.370.197 $ | +678.186 $ | +98,0 % | 692.011 $ | ||||||||
| Columbia Bank | 1.359.123 $ | +1.123.037 $ | +475,7 % | 236.086 $ | +1.309 $ | +0,6 % | 234.777 $ | +4.197 $ | +1,8 % | 230.580 $ | +14.392 $ | +6,7 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.350.288 $ | +212.938 $ | +18,7 % | 1.137.350 $ | +29.760 $ | +2,7 % | 1.107.590 $ | +26.819 $ | +2,5 % | 1.080.771 $ | +84.018 $ | +8,4 % |
| TWO SIGMA SECURITIES, LLC | 248.595 $ | -1.100.363 $ | -81,6 % | 1.348.958 $ | +924.267 $ | +217,6 % | 424.691 $ | +84.265 $ | +24,8 % | |||
| Hennion & Walsh Asset Management, Inc. | 1.346.669 $ | +510.934 $ | +61,1 % | 835.735 $ | +217.867 $ | +35,3 % | 617.868 $ | |||||
| KKM Financial LLC | 1.342.350 $ | +778.895 $ | +138,2 % | 563.455 $ | +0 $ | +0,0 % | 563.455 $ | +81.806 $ | +17,0 % | 481.649 $ | +70.923 $ | +17,3 % |
| Gateway Wealth Partners, LLC | 652.615 $ | -689.188 $ | -51,4 % | 1.341.803 $ | +1.076.183 $ | +405,2 % | 265.620 $ | |||||
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1.341.085 $ | +193.849 $ | +16,9 % | |||||||||
| BRIGHTON JONES LLC | 1.078.352 $ | +24.582 $ | +2,3 % | 1.053.770 $ | -271.006 $ | -20,5 % | 1.324.776 $ | +57.962 $ | +4,6 % | |||
| PRIVATE TRUST CO NA | 1.288.853 $ | +9.760 $ | +0,8 % | 1.279.093 $ | +72.397 $ | +6,0 % | 1.206.696 $ | -104.825 $ | -8,0 % | 1.311.521 $ | +86.797 $ | +7,1 % |
| Mendel Capital Management LLC | 1.310.042 $ | +91.959 $ | +7,5 % | 1.218.083 $ | -81.391 $ | -6,3 % | 1.299.474 $ | +52.549 $ | +4,2 % | |||
| WEDBUSH SECURITIES INC | 1.303.000 $ | +431.000 $ | +49,4 % | 872.000 $ | +20.000 $ | +2,3 % | 852.000 $ | +34.000 $ | +4,2 % | 818.000 $ | +88.000 $ | +12,1 % |
| CAPE ANN SAVINGS BANK | 1.300.758 $ | +214.439 $ | +19,7 % | 1.086.319 $ | +264.024 $ | +32,1 % | 822.295 $ | |||||
| Austin Private Wealth, LLC | 1.294.681 $ | +79.241 $ | +6,5 % | 1.215.440 $ | +154.081 $ | +14,5 % | ||||||
| Millennium Capital Advisors, LLC | 1.286.567 $ | +640.064 $ | +99,0 % | 646.503 $ | +106.312 $ | +19,7 % | 540.191 $ | -22.401 $ | -4,0 % | 562.592 $ | +22.952 $ | +4,3 % |
| Financial Planning Fort Collins, LLC | 1.263.672 $ | +40.949 $ | +3,3 % | 1.222.723 $ | +172.222 $ | +16,4 % | 1.050.501 $ | |||||
| Morton Brown Family Wealth, LLC | 1.253.326 $ | +122.083 $ | +10,8 % | 1.131.243 $ | -56.874 $ | -4,8 % | 1.188.117 $ | +48.387 $ | +4,2 % | 1.139.730 $ | +72.654 $ | +6,8 % |
| HighPoint Advisor Group LLC | 1.250.002 $ | +389.838 $ | +45,3 % | 860.164 $ | +9.162 $ | +1,1 % | 851.002 $ | |||||
| Greykasell Wealth Strategies, Inc. | 1.245.949 $ | +140.204 $ | +12,7 % | 1.105.745 $ | +25.574 $ | +2,4 % | 1.080.171 $ | +1.651 $ | +0,2 % | 1.078.520 $ | -382.785 $ | -26,2 % |
| Shotwell Rutter Baer Inc | 1.245.838 $ | +116.374 $ | +10,3 % | 1.129.464 $ | -26.072 $ | -2,3 % | 1.155.536 $ | +36.230 $ | +3,2 % | 1.119.306 $ | +81.530 $ | +7,9 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.232.509 $ | +342.223 $ | +38,4 % | 890.286 $ | +176.108 $ | +24,7 % | 714.178 $ | -8.967 $ | -1,2 % | 723.145 $ | +68.447 $ | +10,5 % |
| Warren Street Wealth Advisors, LLC | 834.316 $ | +59.101 $ | +7,6 % | 775.215 $ | +34.228 $ | +4,6 % | 740.987 $ | -485.343 $ | -39,6 % | 1.226.330 $ | -19.526 $ | -1,6 % |
| Regal Investment Advisors LLC | 1.000.666 $ | -133.564 $ | -11,8 % | 1.134.230 $ | -90.360 $ | -7,4 % | 1.224.590 $ | +98.819 $ | +8,8 % | 1.125.771 $ | +266.138 $ | +31,0 % |
| M. Kulyk & Associates, LLC | 1.145.574 $ | -78.590 $ | -6,4 % | 1.224.164 $ | ||||||||
| COURIER CAPITAL LLC | 1.136.519 $ | +56.400 $ | +5,2 % | 1.080.119 $ | -117.116 $ | -9,8 % | 1.197.235 $ | -12.342 $ | -1,0 % | 1.209.577 $ | +136.507 $ | +12,7 % |
| Well Done, LLC | 1.201.634 $ | +165.397 $ | +16,0 % | 1.036.237 $ | +375.964 $ | +56,9 % | 660.273 $ | +12.924 $ | +2,0 % | 647.349 $ | +53.850 $ | +9,1 % |
| Continuum Advisory, LLC | 1.200.812 $ | +64.553 $ | +5,7 % | 1.136.259 $ | +262.949 $ | +30,1 % | 873.310 $ | +242.754 $ | +38,5 % | 630.556 $ | +81.285 $ | +14,8 % |
| FIRST FOUNDATION ADVISORS | 1.196.789 $ | +552.929 $ | +85,9 % | 643.860 $ | +105.877 $ | +19,7 % | 537.983 $ | +44.168 $ | +8,9 % | 493.815 $ | -882.592 $ | -64,1 % |
| Affinity Capital Advisors, LLC | 1.192.785 $ | +31.967 $ | +2,8 % | 1.160.818 $ | +11.135 $ | +1,0 % | 1.149.683 $ | +14.151 $ | +1,2 % | 1.135.532 $ | +60.516 $ | +5,6 % |
| SAGESPRING WEALTH PARTNERS, LLC | 1.011.012 $ | -106.807 $ | -9,6 % | 1.117.819 $ | -72.567 $ | -6,1 % | 1.190.386 $ | +121.178 $ | +11,3 % | 1.069.208 $ | +314.952 $ | +41,8 % |
| Financial Futures Ltd Liability Co. | 1.187.156 $ | +25.282 $ | +2,2 % | 1.161.874 $ | +39.289 $ | +3,5 % | 1.122.585 $ | +542.970 $ | +93,7 % | 579.615 $ | +125.916 $ | +27,8 % |
| Snowden Capital Advisors LLC | 1.179.183 $ | +105.379 $ | +9,8 % | 1.073.804 $ | +22.524 $ | +2,1 % | 1.051.280 $ | +20.614 $ | +2,0 % | 1.030.666 $ | +262.311 $ | +34,1 % |
| Aaron Wealth Advisors LLC | 963.783 $ | +65.373 $ | +7,3 % | 898.410 $ | +30.184 $ | +3,5 % | 868.226 $ | -305.730 $ | -26,0 % | 1.173.956 $ | +171.917 $ | +17,2 % |
| Sharper & Granite LLC | 1.152.885 $ | +142.698 $ | +14,1 % | 1.010.187 $ | -3.390 $ | -0,3 % | 1.013.577 $ | +25.719 $ | +2,6 % | 987.858 $ | +53.108 $ | +5,7 % |
| Kingsview Wealth Management, LLC | 1.150.410 $ | +580.071 $ | +101,7 % | 570.339 $ | -10.867 $ | -1,9 % | 581.206 $ | +18.501 $ | +3,3 % | 562.705 $ | +56.595 $ | +11,2 % |
| New England Private Wealth Advisors LLC | 1.139.880 $ | +152.105 $ | +15,4 % | 987.775 $ | -77.884 $ | -7,3 % | 1.065.659 $ | +71.865 $ | +7,2 % | 993.794 $ | +554.298 $ | +126,1 % |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.139.664 $ | +823.529 $ | +260,5 % | 316.135 $ | -566.947 $ | -64,2 % | 883.082 $ | +642.915 $ | +267,7 % | 240.167 $ | -65.858 $ | -21,5 % |
| Garton & Associates Financial Advisors LLC | 864.358 $ | -274.087 $ | -24,1 % | 1.138.445 $ | ||||||||
| Vise Technologies, Inc. | 1.130.579 $ | +0 $ | +0,0 % | 1.130.579 $ | ||||||||
| BAROMETER CAPITAL MANAGEMENT INC. | 1.129.232 $ | +747.136 $ | +195,5 % | 382.096 $ | +115.740 $ | +43,5 % | ||||||
| OPPENHEIMER & CO INC | 1.126.913 $ | +858.213 $ | +319,4 % | 268.700 $ | -89.324 $ | -24,9 % | 358.024 $ | -18.420 $ | -4,9 % | 376.444 $ | -268.905 $ | -41,7 % |
| American Trust | 674.343 $ | -451.618 $ | -40,1 % | 1.125.961 $ | +465.277 $ | +70,4 % | 660.684 $ | +81.235 $ | +14,0 % | |||
| Ethos Financial Group, LLC | 1.124.167 $ | +593.639 $ | +111,9 % | 530.528 $ | -44.647 $ | -7,8 % | 575.175 $ | -319.820 $ | -35,7 % | 894.995 $ | +631.517 $ | +239,7 % |
| AdvisorNet Financial, Inc | 1.116.653 $ | +355.970 $ | +46,8 % | 760.683 $ | -26.694 $ | -3,4 % | 787.377 $ | +35.163 $ | +4,7 % | 752.214 $ | +71.906 $ | +10,6 % |
| Empowered Funds, LLC | 1.116.087 $ | +107.278 $ | +10,6 % | 1.008.809 $ | +672.000 $ | +199,5 % | 336.809 $ | +119.930 $ | +55,3 % | 216.879 $ | ||
| Sound Stewardship, LLC | 1.109.522 $ | +180.008 $ | +19,4 % | 929.514 $ | -16 $ | -0,0 % | 929.530 $ | +597 $ | +0,1 % | 928.933 $ | +98.403 $ | +11,8 % |
| BRADLEY FOSTER & SARGENT INC/CT | 1.099.910 $ | +118.288 $ | +12,1 % | 981.622 $ | +48.332 $ | +5,2 % | 933.290 $ | +198.963 $ | +27,1 % | 734.327 $ | +44.564 $ | +6,5 % |
| GLENMEDE TRUST CO NA | 1.091.173 $ | +830.517 $ | +318,6 % | 260.656 $ | +3.309 $ | +1,3 % | 257.347 $ | |||||
| Capital Square, LLC | 1.088.849 $ | +194.879 $ | +21,8 % | 893.970 $ | +389.057 $ | +77,1 % | 504.913 $ | +86.886 $ | +20,8 % | 418.027 $ | +59.412 $ | +16,6 % |
| Bigelow Investment Advisors, LLC | 1.081.555 $ | +311.527 $ | +40,5 % | 770.028 $ | +15.505 $ | +2,1 % | 754.523 $ | +18.842 $ | +2,6 % | 735.681 $ | +44.127 $ | +6,4 % |
| Argent Trust Co | 776.627 $ | +72.960 $ | +10,4 % | 703.667 $ | -374.865 $ | -34,8 % | 1.078.532 $ | +56.526 $ | +5,5 % | 1.022.006 $ | +77.448 $ | +8,2 % |
| WASHINGTON TRUST BANK | 1.077.658 $ | +172.670 $ | +19,1 % | 904.988 $ | +11.182 $ | +1,3 % | 893.806 $ | +18.748 $ | +2,1 % | 875.058 $ | +201.405 $ | +29,9 % |
| Van Hulzen Asset Management, LLC | 1.067.237 $ | +66.495 $ | +6,6 % | 1.000.742 $ | +63.462 $ | +6,8 % | 937.280 $ | -21.249 $ | -2,2 % | 958.529 $ | +82.406 $ | +9,4 % |
| Parcion Private Wealth LLC | 1.058.737 $ | +74.042 $ | +7,5 % | 984.695 $ | +4.412 $ | +0,5 % | 980.283 $ | |||||
| HSBC HOLDINGS PLC | 547.550 $ | -511.116 $ | -48,3 % | 1.058.666 $ | +515.178 $ | +94,8 % | 543.488 $ | -87.502 $ | -13,9 % | |||
| PITTENGER & ANDERSON INC | 1.056.210 $ | +55.536 $ | +5,5 % | 1.000.674 $ | +34.464 $ | +3,6 % | 966.210 $ | +28.413 $ | +3,0 % | 937.797 $ | +105.731 $ | +12,7 % |
| RITHOLTZ WEALTH MANAGEMENT | 1.052.961 $ | +725.488 $ | +221,5 % | 327.473 $ | +14.531 $ | +4,6 % | 312.942 $ | -20.971 $ | -6,3 % | 333.913 $ | -6.565 $ | -1,9 % |
| Plan A Wealth LLC | 245.503 $ | +41.388 $ | +20,3 % | 204.115 $ | -573.630 $ | -73,8 % | 777.745 $ | -275.060 $ | -26,1 % | 1.052.805 $ | -1.269.965 $ | -54,7 % |
| SCS Capital Management LLC | 1.052.585 $ | +108.531 $ | +11,5 % | 944.054 $ | +13.114 $ | +1,4 % | 930.940 $ | +31.082 $ | +3,5 % | 899.858 $ | +54.886 $ | +6,5 % |
| Farmers National Bank | 1.052.296 $ | +191.290 $ | +22,2 % | 861.006 $ | +9.501 $ | +1,1 % | 851.505 $ | +44.758 $ | +5,5 % | 806.747 $ | +49.249 $ | +6,5 % |
| AE Wealth Management LLC | 1.049.802 $ | +271.978 $ | +35,0 % | 777.824 $ | +150.559 $ | +24,0 % | 627.265 $ | +196.924 $ | +45,8 % | 430.341 $ | -393.995 $ | -47,8 % |
| Mutual Advisors, LLC | 1.047.215 $ | +172.123 $ | +19,7 % | 875.092 $ | +79.334 $ | +10,0 % | 795.758 $ | +215.899 $ | +37,2 % | |||
| WT Wealth Management | 1.002.874 $ | +127.512 $ | +14,6 % | 875.362 $ | -128.057 $ | -12,8 % | 1.003.419 $ | -41.772 $ | -4,0 % | 1.045.191 $ | -38.848 $ | -3,6 % |
| One Day In July LLC | 996.393 $ | +125.489 $ | +14,4 % | 870.904 $ | +35.355 $ | +4,2 % | 835.549 $ | -208.504 $ | -20,0 % | 1.044.053 $ | -39.289 $ | -3,6 % |
| Heritage Family Offices, LLP | 1.043.401 $ | |||||||||||
| Pacific Excel Wealth Advisors, Inc. | 1.043.401 $ | |||||||||||
| KINTRA WEALTH, LLC | 1.042.568 $ | +562.077 $ | +117,0 % | 480.491 $ | ||||||||
| Round Rock Advisors LLC | 1.034.960 $ | +117.822 $ | +12,8 % | 917.138 $ | +13.604 $ | +1,5 % | 903.534 $ | +13.227 $ | +1,5 % | 890.307 $ | +48.089 $ | +5,7 % |
| Berbice Capital Management LLC | 1.033.010 $ | |||||||||||
| MORRIS FINANCIAL CONCEPTS, INC. | 1.031.594 $ | +123.829 $ | +13,6 % | 907.765 $ | +1.180 $ | +0,1 % | 906.585 $ | -8.345 $ | -0,9 % | 914.930 $ | +43.981 $ | +5,0 % |
| SFI Advisors, LLC | 736.630 $ | +366.472 $ | +99,0 % | 370.158 $ | -658.807 $ | -64,0 % | 1.028.965 $ | +111.377 $ | +12,1 % | 917.588 $ | +135.230 $ | +17,3 % |
| ERn Financial, LLC | 1.023.165 $ | +72.893 $ | +7,7 % | 950.272 $ | -14.131 $ | -1,5 % | 964.403 $ | +9.684 $ | +1,0 % | 954.719 $ | +70.281 $ | +7,9 % |
| Symmetry Partners, LLC | 1.022.292 $ | +320.441 $ | +45,7 % | 701.851 $ | -10.373 $ | -1,5 % | 712.224 $ | +95.767 $ | +15,5 % | 616.457 $ | -80.084 $ | -11,5 % |
| Mason & Associates Inc | 1.014.067 $ | +185.059 $ | +22,3 % | 829.008 $ | +14.242 $ | +1,7 % | 814.766 $ | |||||
| Keener Financial Planning LLC | 1.013.000 $ | +221.000 $ | +27,9 % | 792.000 $ | +12.000 $ | +1,5 % | 780.000 $ | +203.000 $ | +35,2 % | 577.000 $ | +22.000 $ | +4,0 % |
| Envision Financial Transparency, LLC | 1.000.000 $ | |||||||||||
| FIRST TRUST ADVISORS LP | 994.065 $ | +277.910 $ | +38,8 % | 716.155 $ | +18.258 $ | +2,6 % | 697.897 $ | +209.543 $ | +42,9 % | 488.354 $ | +23.139 $ | +5,0 % |
| VERITY Wealth Advisors | 986.206 $ | +284.833 $ | +40,6 % | 701.373 $ | +3.888 $ | +0,6 % | 697.485 $ | +15.477 $ | +2,3 % | 682.008 $ | +27.579 $ | +4,2 % |
| Prism Advisors, Inc. | 985.568 $ | +166.153 $ | +20,3 % | 819.415 $ | +20.247 $ | +2,5 % | 799.168 $ | +13.570 $ | +1,7 % | 785.598 $ | +76.895 $ | +10,9 % |
| PITCAIRN CO | 979.127 $ | -3.816.981 $ | -79,6 % | |||||||||
| United Asset Strategies, Inc. | 978.815 $ | +317.149 $ | +47,9 % | 661.666 $ | +22.241 $ | +3,5 % | 639.425 $ | -13.950 $ | -2,1 % | 653.375 $ | +38.513 $ | +6,3 % |
| RWA WEALTH PARTNERS, LLC | 978.238 $ | +326.024 $ | +50,0 % | 652.214 $ | +14.425 $ | +2,3 % | 637.789 $ | +208.898 $ | +48,7 % | 428.891 $ | +35.677 $ | +9,1 % |
| Sound Income Strategies, LLC | 975.349 $ | +547.645 $ | +128,0 % | 427.704 $ | +13.328 $ | +3,2 % | 414.376 $ | +317.061 $ | +325,8 % | 97.315 $ | -877 $ | -0,9 % |
| UMB Bank, n.a. | 975.105 $ | +173.280 $ | +21,6 % | 801.825 $ | +96.018 $ | +13,6 % | 705.807 $ | -1.216 $ | -0,2 % | 707.023 $ | +69.233 $ | +10,9 % |
| MOGY JOEL R INVESTMENT COUNSEL INC | 970.670 $ | +100.455 $ | +11,5 % | 870.215 $ | +11.150 $ | +1,3 % | 859.065 $ | +17.673 $ | +2,1 % | 841.392 $ | +49.082 $ | +6,2 % |
| Wealth Analytics Partners, LLC | 969.777 $ | +48.998 $ | +5,3 % | 920.779 $ | +5.103 $ | +0,6 % | 915.676 $ | |||||
| Noble Wealth Partners LLC | 969.361 $ | |||||||||||
| PFG Advisors | 963.120 $ | +346.024 $ | +56,1 % | 617.096 $ | +47.900 $ | +8,4 % | 569.196 $ | -18.512 $ | -3,1 % | 587.708 $ | +27.503 $ | +4,9 % |
| Capasso Planning Partners LLC | 962.523 $ | +100.485 $ | +11,7 % | 862.038 $ | +4.387 $ | +0,5 % | 857.651 $ | -62.050 $ | -6,7 % | 919.701 $ | -149.592 $ | -14,0 % |
| Avior Wealth Management, LLC | 962.279 $ | +226.251 $ | +30,7 % | 736.028 $ | +632 $ | +0,1 % | 735.396 $ | +87.993 $ | +13,6 % | 647.403 $ | +43.017 $ | +7,1 % |
| Napier Financial, LLC | 949.749 $ | +140.609 $ | +17,4 % | 809.140 $ | -16.532 $ | -2,0 % | 825.672 $ | |||||
| Benchmark Financial, LLC | 943.020 $ | +237.871 $ | +33,7 % | 705.149 $ | +64.331 $ | +10,0 % | 640.818 $ | |||||
| TRUEFG, LLC | 940.046 $ | +76.842 $ | +8,9 % | 863.204 $ | -34.610 $ | -3,9 % | 897.814 $ | +20.929 $ | +2,4 % | 876.885 $ | +55.296 $ | +6,7 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 936.914 $ | +147.589 $ | +18,7 % | 789.325 $ | +2.562 $ | +0,3 % | 786.763 $ | +24.816 $ | +3,3 % | 761.947 $ | +56.892 $ | +8,1 % |
| Etesian Wealth Advisors, Inc. | 932.868 $ | +135.293 $ | +17,0 % | 797.575 $ | +269.534 $ | +51,0 % | 528.041 $ | +241.477 $ | +84,3 % | 286.564 $ | +35.142 $ | +14,0 % |
| Wellington Shields & Co., LLC | 918.815 $ | +433.510 $ | +89,3 % | 485.305 $ | +79.805 $ | +19,7 % | 405.500 $ | |||||
| DWR WEALTH MANAGEMENT, LLC | 917.525 $ | +493.277 $ | +116,3 % | 424.248 $ | +160.872 $ | +61,1 % | 263.376 $ | |||||
| Tarbox Family Office, Inc. | 915.827 $ | +68.389 $ | +8,1 % | |||||||||
| Northland Capital Management LLC | 915.539 $ | +97.799 $ | +12,0 % | 817.740 $ | -14.279 $ | -1,7 % | 832.019 $ | +57.627 $ | +7,4 % | 774.392 $ | +65.412 $ | +9,2 % |
| WEALTH ALLIANCE, LLC | 707.253 $ | -183.276 $ | -20,6 % | 890.529 $ | -22.597 $ | -2,5 % | 913.126 $ | +76.776 $ | +9,2 % | 836.350 $ | +87.238 $ | +11,6 % |
| Larson Financial Group LLC | 910.089 $ | +243.829 $ | +36,6 % | 666.260 $ | -61.834 $ | -8,5 % | 728.094 $ | -15.626 $ | -2,1 % | 743.720 $ | -156.464 $ | -17,4 % |
| Financially in Tune, LLC | 906.629 $ | +24.323 $ | +2,8 % | 882.306 $ | ||||||||
| IFP Advisors, Inc | 906.584 $ | +107.716 $ | +13,5 % | 798.868 $ | +81.422 $ | +11,3 % | 717.446 $ | +91.879 $ | +14,7 % | 625.567 $ | +4.172 $ | +0,7 % |
| Bogart Wealth, LLC | 705.074 $ | +53.795 $ | +8,3 % | 651.279 $ | -234.559 $ | -26,5 % | 885.838 $ | -20.512 $ | -2,3 % | 906.350 $ | +55.429 $ | +6,5 % |
| Financial Gravity Asset Management, Inc. | 289.763 $ | -385.108 $ | -57,1 % | 674.871 $ | -229.404 $ | -25,4 % | 904.275 $ | |||||
| MA Private Wealth | 900.666 $ | +120.791 $ | +15,5 % | 779.875 $ | +16.999 $ | +2,2 % | 762.876 $ | +5.020 $ | +0,7 % | 757.856 $ | +268.936 $ | +55,0 % |
| Sage Mountain Advisors LLC | 895.827 $ | +115.523 $ | +14,8 % | 780.304 $ | +14.255 $ | +1,9 % | 766.049 $ | +70.122 $ | +10,1 % | 695.927 $ | +671.509 $ | +2.750,1 % |
| ASSOCIATED BANC-CORP | 894.319 $ | +108.827 $ | +13,9 % | 785.492 $ | +7.820 $ | +1,0 % | 777.672 $ | +250.290 $ | +47,5 % | 527.382 $ | +17.490 $ | +3,4 % |
| USA FINANCIAL FORMULAS | 3.819 $ | +109 $ | +2,9 % | 3.710 $ | -888.267 $ | -99,6 % | 891.977 $ | -101.805 $ | -10,2 % | |||
| ROGCO, LP | 889.356 $ | +92.660 $ | +11,6 % | 796.696 $ | +525.183 $ | +193,4 % | 271.513 $ | +4.610 $ | +1,7 % | 266.903 $ | +26.125 $ | +10,9 % |
| EFG International AG | 283.184 $ | -599.898 $ | -67,9 % | 883.082 $ | ||||||||
| McGuire Investment Group, LLC | 882.378 $ | +438.981 $ | +99,0 % | 443.397 $ | +72.913 $ | +19,7 % | 370.484 $ | +40.102 $ | +12,1 % | 330.382 $ | +48.690 $ | +17,3 % |
| Nautilus Advisors LLC | 876.378 $ | +95.847 $ | +12,3 % | 780.531 $ | +10.973 $ | +1,4 % | 769.558 $ | +19.495 $ | +2,6 % | 750.063 $ | +46.543 $ | +6,6 % |
| FIDUCIARY COUNSELLING INC | 870.080 $ | +775.866 $ | +823,5 % | 94.214 $ | -3.358 $ | -3,4 % | 97.572 $ | -11.629 $ | -10,6 % | 109.201 $ | +10.688 $ | +10,8 % |
| HRT FINANCIAL LP | 257.000 $ | -604.000 $ | -70,2 % | 861.000 $ | +312.000 $ | +56,8 % | 549.000 $ | |||||
| DAVENPORT & Co LLC | 855.661 $ | +358.217 $ | +72,0 % | 497.444 $ | +11.076 $ | +2,3 % | 486.368 $ | +27.951 $ | +6,1 % | 458.417 $ | +36.976 $ | +8,8 % |
| Sandbox Financial Partners, LLC | 849.321 $ | +202.055 $ | +31,2 % | 647.266 $ | -4.726 $ | -0,7 % | 651.992 $ | +308.112 $ | +89,6 % | |||
| Community Bank, N.A. | 849.233 $ | +83.918 $ | +11,0 % | 765.315 $ | +1.016 $ | +0,1 % | 764.299 $ | +5.643 $ | +0,7 % | 758.656 $ | +16.318 $ | +2,2 % |
| Metis Global Partners, LLC | 318.505 $ | -529.931 $ | -62,5 % | 848.436 $ | +541.602 $ | +176,5 % | 306.834 $ | |||||
| Paragon Capital Management Ltd | 848.133 $ | +183.552 $ | +27,6 % | 664.581 $ | +200.198 $ | +43,1 % | 464.383 $ | +10.380 $ | +2,3 % | 454.003 $ | +121.735 $ | +36,6 % |
| Opal Wealth Advisors, LLC | 842.977 $ | +127.050 $ | +17,7 % | 715.927 $ | -14.880 $ | -2,0 % | 730.807 $ | -12.563 $ | -1,7 % | 743.370 $ | +31.256 $ | +4,4 % |
| Contango Wealth Management LLC | 842.098 $ | +81.915 $ | +10,8 % | 760.183 $ | ||||||||
| MOODY LYNN LIEBERSON & WALKER, LLC | 443.219 $ | +66.628 $ | +17,7 % | 376.591 $ | -388.674 $ | -50,8 % | 765.265 $ | -65.720 $ | -7,9 % | 830.985 $ | +443.492 $ | +114,5 % |
| HANTZ FINANCIAL SERVICES, INC. | 825.000 $ | +95.000 $ | +13,0 % | 730.000 $ | +67.000 $ | +10,1 % | 663.000 $ | +93.000 $ | +16,3 % | 570.000 $ | -14.000 $ | -2,4 % |
| VALLEY NATIONAL ADVISERS INC | 821.048 $ | +117.048 $ | +16,6 % | 704.000 $ | +46.000 $ | +7,0 % | 658.000 $ | +8.000 $ | +1,2 % | 650.000 $ | +11.000 $ | +1,7 % |
| Opulen Financial Group LLC | 817.920 $ | +128.630 $ | +18,7 % | 689.290 $ | +2.631 $ | +0,4 % | 686.659 $ | +25.385 $ | +3,8 % | 661.274 $ | +70.901 $ | +12,0 % |
| Horizon Investments, LLC | 411.533 $ | -403.041 $ | -49,5 % | 814.574 $ | +625.228 $ | +330,2 % | 189.346 $ | -47.820 $ | -20,2 % | 237.166 $ | +22.787 $ | +10,6 % |
| TD PRIVATE CLIENT WEALTH LLC | 813.172 $ | +76.015 $ | +10,3 % | 737.157 $ | ||||||||
| Yukon Wealth Management, Inc. | 812.801 $ | +138.065 $ | +20,5 % | 674.736 $ | -24.930 $ | -3,6 % | 699.666 $ | +30.014 $ | +4,5 % | 669.652 $ | +65.508 $ | +10,8 % |
| Old Peak Finance LLC | 812.756 $ | +81.740 $ | +11,2 % | 731.016 $ | +14.018 $ | +2,0 % | 716.998 $ | |||||
| Hughes Financial Services, LLC | 812.515 $ | +116.500 $ | +16,7 % | 696.015 $ | +91.579 $ | +15,2 % | 604.436 $ | -33.365 $ | -5,2 % | 637.801 $ | +49.470 $ | +8,4 % |
| Atria Investments, Inc | 356.644 $ | -455.558 $ | -56,1 % | 812.202 $ | +8.607 $ | +1,1 % | 803.595 $ | +107.473 $ | +15,4 % | 696.122 $ | +386.936 $ | +125,1 % |
| Pathfinder Wealth Consulting, Inc. | 807.502 $ | +9.433 $ | +1,2 % | 798.069 $ | ||||||||
| Curtis Advisory Group, LLC | 734.457 $ | -5.556 $ | -0,8 % | 740.013 $ | +249.063 $ | +50,7 % | 490.950 $ | -314.067 $ | -39,0 % | 805.017 $ | -304.097 $ | -27,4 % |
| Winter & Associates, Inc. | 800.880 $ | +498.865 $ | +165,2 % | 302.015 $ | +13.032 $ | +4,5 % | 288.983 $ | |||||
| Cornerstone Financial Management LLC | 800.599 $ | +144.093 $ | +21,9 % | 656.506 $ | -41.022 $ | -5,9 % | 697.528 $ | |||||
| Capstone Wealth Management Group, Inc. | 798.235 $ | |||||||||||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 475.037 $ | -312.330 $ | -39,7 % | 787.367 $ | +10.267 $ | +1,3 % | 777.100 $ | +19.318 $ | +2,5 % | 757.782 $ | +164.490 $ | +27,7 % |
| Level Financial Advisors | 786.599 $ | +36.651 $ | +4,9 % | 749.948 $ | +4.157 $ | +0,6 % | 745.791 $ | +16.549 $ | +2,3 % | 729.242 $ | -79.716 $ | -9,9 % |
| WNY Asset Management, LLC | 782.216 $ | +413.224 $ | +112,0 % | 368.992 $ | -374.338 $ | -50,4 % | 743.330 $ | -617.193 $ | -45,4 % | |||
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13.292 $ | -473.174 $ | -97,3 % | 486.466 $ | -45.162 $ | -8,5 % | 531.628 $ | -248.264 $ | -31,8 % | 779.892 $ | +36.501 $ | +4,9 % |
| WASHINGTON TRUST Co | 772.714 $ | +495.569 $ | +178,8 % | 277.145 $ | ||||||||
| AlphaCore Capital LLC | 742.132 $ | -26.081 $ | -3,4 % | 768.213 $ | +192.480 $ | +33,4 % | 575.733 $ | +212.797 $ | +58,6 % | 362.936 $ | +19.696 $ | +5,7 % |
| Gerber Kawasaki Wealth & Investment Management | 767.860 $ | +83.529 $ | +12,2 % | 684.331 $ | +93.024 $ | +15,7 % | 591.307 $ | |||||
| VANGUARD ADVISERS INC | 767.064 $ | +91.872 $ | +13,6 % | 675.192 $ | ||||||||
| Motiv8 Investments LLC | 765.000 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 763.787 $ | +10.345 $ | +1,4 % | 753.442 $ | +267.428 $ | +55,0 % | 486.014 $ | +42.318 $ | +9,5 % | 443.696 $ | +22.765 $ | +5,4 % |
| Cornerstone Planning Group LLC | 706.507 $ | -52.891 $ | -7,0 % | 759.398 $ | +545.432 $ | +254,9 % | 213.966 $ | +23.484 $ | +12,3 % | 190.482 $ | +11.188 $ | +6,2 % |
| Sonoma Allocations LLC | 757.160 $ | +86.820 $ | +13,0 % | 670.340 $ | +353.847 $ | +111,8 % | 316.493 $ | |||||
| SENTINEL TRUST CO LBA | 756.000 $ | +233.000 $ | +44,6 % | 523.000 $ | +3.000 $ | +0,6 % | 520.000 $ | -31.000 $ | -5,6 % | 551.000 $ | +9.000 $ | +1,7 % |
| Lebenthal Global Advisors, LLC | 755.976 $ | +383.175 $ | +102,8 % | 372.801 $ | +37.646 $ | +11,2 % | 335.155 $ | +57.375 $ | +20,7 % | 277.780 $ | +40.938 $ | +17,3 % |
| Ameritas Investment Partners, Inc. | 752.988 $ | +126.039 $ | +20,1 % | 626.949 $ | -48.683 $ | -7,2 % | 675.632 $ | +29.346 $ | +4,5 % | 646.286 $ | +45.734 $ | +7,6 % |
| Wealth Enhancement Trust Services, Inc. | 751.161 $ | +44.059 $ | +6,2 % | 707.102 $ | +126.673 $ | +21,8 % | 580.429 $ | |||||
| Emergent Wealth Advisors, LLC | 750.639 $ | +89.185 $ | +13,5 % | 661.454 $ | +5.316 $ | +0,8 % | 656.138 $ | +13.967 $ | +2,2 % | 642.171 $ | +254.950 $ | +65,8 % |
| TME FINANCIAL, INC. | 492.201 $ | -255.016 $ | -34,1 % | 747.217 $ | +9.282 $ | +1,3 % | 737.935 $ | +20.243 $ | +2,8 % | 717.692 $ | +45.303 $ | +6,7 % |
| Navigation Group, LLC | 747.166 $ | +313.738 $ | +72,4 % | 433.428 $ | ||||||||
| Independent Wealth Advisors LLC | 746.101 $ | +371.205 $ | +99,0 % | 374.896 $ | +61.655 $ | +19,7 % | 313.241 $ | |||||
| GPS Wealth Strategies Group, LLC | 745.792 $ | +142.877 $ | +23,7 % | |||||||||
| CoreCap Advisors, LLC | 744.882 $ | +172.123 $ | +30,1 % | 572.759 $ | +60.604 $ | +11,8 % | 512.155 $ | +59.259 $ | +13,1 % | 452.896 $ | +57.443 $ | +14,5 % |
| WHITTIER TRUST CO OF NEVADA INC | 744.079 $ | +196.408 $ | +35,9 % | 547.671 $ | +39.135 $ | +7,7 % | 508.536 $ | +54.547 $ | +12,0 % | 453.989 $ | +46.574 $ | +11,4 % |
| Allodium Investment Consultants, LLC | 734.989 $ | +96.928 $ | +15,2 % | 638.061 $ | ||||||||
| Paulson Wealth Management Inc. | 734.577 $ | +74.512 $ | +11,3 % | 660.065 $ | -43.030 $ | -6,1 % | 703.095 $ | +87.381 $ | +14,2 % | 615.714 $ | +46.401 $ | +8,2 % |
| Baker Avenue Asset Management, LP | 733.178 $ | +18.156 $ | +2,5 % | 715.022 $ | -4.798 $ | -0,7 % | 719.820 $ | +61.891 $ | +9,4 % | 657.929 $ | +256.617 $ | +63,9 % |
| NWF Advisory Services Inc. | 732.198 $ | +79.843 $ | +12,2 % | 652.355 $ | +10.121 $ | +1,6 % | 642.234 $ | -9.866 $ | -1,5 % | 652.100 $ | +126.553 $ | +24,1 % |
| Harbor Group, Inc. | 732.050 $ | +36.933 $ | +5,3 % | 695.117 $ | -4.029 $ | -0,6 % | 699.146 $ | +23.826 $ | +3,5 % | 675.320 $ | +58.547 $ | +9,5 % |
| Ulland Investment Advisors, LLC | 728.000 $ | +359.000 $ | +97,3 % | 369.000 $ | +56.000 $ | +17,9 % | 313.000 $ | +4.000 $ | +1,3 % | 309.000 $ | +9.000 $ | +3,0 % |
| Prosperity Consulting Group, LLC | 725.119 $ | +167.463 $ | +30,0 % | 557.656 $ | ||||||||
| Financial Connections Group, Inc. | 723.000 $ | +16.000 $ | +2,3 % | 707.000 $ | +14.000 $ | +2,0 % | 693.000 $ | +55.000 $ | +8,6 % | |||
| Patriot Financial Group Insurance Agency, LLC | 241.472 $ | -480.968 $ | -66,6 % | 722.440 $ | +491.564 $ | +212,9 % | 230.876 $ | -440.778 $ | -65,6 % | |||
| Daiwa Securities Group Inc. | 721.118 $ | +687.651 $ | +2.054,7 % | 33.467 $ | ||||||||
| Mill Creek Capital Advisors, LLC | 673.053 $ | +3.730 $ | +0,6 % | 669.323 $ | -50.983 $ | -7,1 % | 720.306 $ | -88.642 $ | -11,0 % | |||
| Ancora Advisors LLC | 141.078 $ | -529.644 $ | -79,0 % | 670.722 $ | -47.385 $ | -6,6 % | 718.107 $ | +12.252 $ | +1,7 % | 705.855 $ | +14.950 $ | +2,2 % |
| Root Financial Partners, LLC | 350.917 $ | -363.817 $ | -50,9 % | 714.734 $ | +70.558 $ | +11,0 % | 644.176 $ | +173.801 $ | +36,9 % | |||
| Spire Wealth Management | 714.716 $ | +288.526 $ | +67,7 % | 426.190 $ | -107.119 $ | -20,1 % | 533.309 $ | +303.474 $ | +132,0 % | 229.835 $ | +37.955 $ | +19,8 % |
| Lido Advisors, LLC | 566.017 $ | -145.535 $ | -20,5 % | 711.552 $ | +319.310 $ | +81,4 % | 392.242 $ | |||||
| SeaCrest Wealth Management, LLC | 221.556 $ | -157.290 $ | -41,5 % | 378.846 $ | -331.001 $ | -46,6 % | 709.847 $ | +172.357 $ | +32,1 % | 537.490 $ | +28.847 $ | +5,7 % |
| Keystone Financial Services | 469.076 $ | -238.995 $ | -33,8 % | 708.071 $ | +144 $ | +0,0 % | 707.927 $ | +345.934 $ | +95,6 % | 361.993 $ | +41.348 $ | +12,9 % |
| Smart Portfolios, LLC | 706.286 $ | +35.388 $ | +5,3 % | 670.898 $ | -21.781 $ | -3,1 % | 692.679 $ | +50.800 $ | +7,9 % | |||
| J. Mark Nickell & Co. | 315.935 $ | -389.549 $ | -55,2 % | 705.484 $ | +354.697 $ | +101,1 % | 350.787 $ | |||||
| Kovack Advisors, Inc. | 692.406 $ | +315.154 $ | +83,5 % | 377.252 $ | +23.328 $ | +6,6 % | 353.924 $ | +39.043 $ | +12,4 % | 314.881 $ | +15.831 $ | +5,3 % |
| DDFG, Inc | 564.267 $ | +49.640 $ | +9,6 % | 514.627 $ | -175.649 $ | -25,4 % | 690.276 $ | +7.190 $ | +1,1 % | 683.086 $ | +267.856 $ | +64,5 % |
| Sherman Asset Management, Inc. | 686.026 $ | +65.340 $ | +10,5 % | 620.686 $ | +86.796 $ | +16,3 % | 533.890 $ | +95.831 $ | +21,9 % | 438.059 $ | -16.044 $ | -3,5 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 683.943 $ | |||||||||||
| Laird Norton Wetherby Trust Company, LLC | 682.695 $ | +16.797 $ | +2,5 % | 665.898 $ | +350.568 $ | +111,2 % | 315.330 $ | |||||
| Farrell Financial LLC | 679.560 $ | +57.356 $ | +9,2 % | 622.204 $ | -6.060 $ | -1,0 % | 628.264 $ | +25.383 $ | +4,2 % | 602.881 $ | +20.990 $ | +3,6 % |
| Murphy, Middleton, Hinkle & Parker, Inc. | 264.839 $ | +18.522 $ | +7,5 % | 246.317 $ | -432.253 $ | -63,7 % | 678.570 $ | +439.054 $ | +183,3 % | 239.516 $ | +29.083 $ | +13,8 % |
| Lester Murray Antman dba SimplyRich | 676.000 $ | +372.000 $ | +122,4 % | |||||||||
| LifePlan Investment Advisors, Inc. | 394.174 $ | -278.830 $ | -41,4 % | 673.004 $ | +34.578 $ | +5,4 % | 638.426 $ | +60.579 $ | +10,5 % | 577.847 $ | +266.602 $ | +85,7 % |
| CWS Financial Advisors, LLC | 671.834 $ | +99.096 $ | +17,3 % | 572.738 $ | +2.405 $ | +0,4 % | 570.333 $ | +17.421 $ | +3,2 % | 552.912 $ | +37.596 $ | +7,3 % |
| MATRIX ASSET ADVISORS INC/NY | 666.312 $ | +96.321 $ | +16,9 % | 569.991 $ | -3.972 $ | -0,7 % | 573.963 $ | +12.736 $ | +2,3 % | 561.227 $ | -7.818 $ | -1,4 % |
| VERUS CAPITAL PARTNERS, LLC | 662.410 $ | +73.532 $ | +12,5 % | 588.878 $ | +303.893 $ | +106,6 % | 284.985 $ | -227.949 $ | -44,4 % | 512.934 $ | +35.929 $ | +7,5 % |
| CAPE COD FIVE CENTS SAVINGS BANK | 659.540 $ | |||||||||||
| Capital Wealth Alliance, LLC | 656.994 $ | +326.853 $ | +99,0 % | 330.141 $ | -20.368 $ | -5,8 % | 350.509 $ | |||||
| Mountain Capital Investment Advisors Inc. | 654.702 $ | |||||||||||
| Rossby Financial, LCC | 649.294 $ | +88.622 $ | +15,8 % | 560.672 $ | +191.482 $ | +51,9 % | 369.190 $ | +19.438 $ | +5,6 % | 349.752 $ | +84.661 $ | +31,9 % |
| Darden Wealth Group Inc | 648.650 $ | +243.891 $ | +60,3 % | 404.759 $ | +2.243 $ | +0,6 % | 402.516 $ | +8.932 $ | +2,3 % | 393.584 $ | +15.916 $ | +4,2 % |
| True Link Financial Advisors, LLC | 643.142 $ | +42.368 $ | +7,1 % | 600.774 $ | +36.471 $ | +6,5 % | 564.303 $ | -8.109 $ | -1,4 % | 572.412 $ | -27.039 $ | -4,5 % |
| EverSource Wealth Advisors, LLC | 642.699 $ | +47.067 $ | +7,9 % | 595.632 $ | +12.323 $ | +2,1 % | 583.309 $ | +60.174 $ | +11,5 % | 523.135 $ | +99.349 $ | +23,4 % |
| Advisory Alpha, LLC | 511.069 $ | +85.656 $ | +20,1 % | 425.413 $ | +35.259 $ | +9,0 % | 390.154 $ | -248.219 $ | -38,9 % | 638.373 $ | +115.560 $ | +22,1 % |
| LIBRA WEALTH LLC | 632.179 $ | +44.212 $ | +7,5 % | 587.967 $ | +3.259 $ | +0,6 % | 584.708 $ | +12.974 $ | +2,3 % | 571.734 $ | +23.120 $ | +4,2 % |
| Advisory Solutions Group, LLC | 632.168 $ | |||||||||||
| Leverty Financial Group, LLC | 629.697 $ | +267.488 $ | +73,8 % | 362.209 $ | +54.783 $ | +17,8 % | 307.426 $ | -3.871 $ | -1,2 % | 311.297 $ | -255.676 $ | -45,1 % |
| ABLE Financial Group, LLC | 627.552 $ | +44.270 $ | +7,6 % | 583.282 $ | -95 $ | -0,0 % | 583.377 $ | +58.226 $ | +11,1 % | 525.151 $ | +16.419 $ | +3,2 % |
| RCS Financial Planning, LLC | 624.160 $ | +30.360 $ | +5,1 % | 593.800 $ | -9.261 $ | -1,5 % | 603.061 $ | |||||
| Frisch Financial Group, Inc. | 557.388 $ | -60.361 $ | -9,8 % | 617.749 $ | +18.068 $ | +3,0 % | 599.681 $ | +20.537 $ | +3,5 % | 579.144 $ | -5.856 $ | -1,0 % |
| Old Mission Investment Co LLC | 616.860 $ | |||||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 613.640 $ | +62.986 $ | +11,4 % | 550.654 $ | +17.605 $ | +3,3 % | 533.049 $ | +215.987 $ | +68,1 % | 317.062 $ | +13.714 $ | +4,5 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 606.723 $ | -6.848 $ | -1,1 % | 613.571 $ | +397.620 $ | +184,1 % | 215.951 $ | |||||
| BARCLAYS PLC | 610.926 $ | |||||||||||
| Key FInancial Inc | 610.309 $ | +49.740 $ | +8,9 % | 560.569 $ | +216.909 $ | +63,1 % | 343.660 $ | +11.265 $ | +3,4 % | 332.395 $ | +111.205 $ | +50,3 % |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 602.406 $ | |||||||||||
| Finley Financial, LLC | 600.142 $ | +80.020 $ | +15,4 % | 520.122 $ | +9.316 $ | +1,8 % | 510.806 $ | +10.177 $ | +2,0 % | 500.629 $ | +35.915 $ | +7,7 % |
| MANNING & NAPIER ADVISORS LLC | 583.345 $ | +46.293 $ | +8,6 % | 537.052 $ | -60.556 $ | -10,1 % | 597.608 $ | +8.330 $ | +1,4 % | 589.278 $ | +270.941 $ | +85,1 % |
| BEACON FINANCIAL PLANNING, INC | 596.747 $ | +50.367 $ | +9,2 % | 546.380 $ | +3.028 $ | +0,6 % | 543.352 $ | +21.953 $ | +4,2 % | 521.399 $ | +21.084 $ | +4,2 % |
| LIFELONG WEALTH ADVISORS, INC. | 595.683 $ | +23.716 $ | +4,1 % | 571.967 $ | +21.432 $ | +3,9 % | 550.535 $ | +151.983 $ | +38,1 % | 398.552 $ | +26.476 $ | +7,1 % |
| Ballentine Partners, LLC | 594.859 $ | +57.283 $ | +10,7 % | 537.576 $ | +2.980 $ | +0,6 % | 534.596 $ | +11.862 $ | +2,3 % | 522.734 $ | +21.139 $ | +4,2 % |
| SIGNATUREFD, LLC | 585.354 $ | +106.419 $ | +22,2 % | 478.935 $ | +13.626 $ | +2,9 % | 465.309 $ | +35.193 $ | +8,2 % | 430.116 $ | +14.580 $ | +3,5 % |
| Hoxton Planning & Management, LLC | 409.792 $ | -174.926 $ | -29,9 % | 584.718 $ | +63.235 $ | +12,1 % | 521.483 $ | +303.384 $ | +139,1 % | 218.099 $ | ||
| Milestone Investment Advisors LLC | 583.869 $ | +53.890 $ | +10,2 % | 529.979 $ | +16.532 $ | +3,2 % | 513.447 $ | +11.486 $ | +2,3 % | 501.961 $ | +20.298 $ | +4,2 % |
| Aureus Asset Management, LLC | 578.037 $ | +211.281 $ | +57,6 % | 366.756 $ | ||||||||
| Peregrine Asset Advisers, Inc. | 576.983 $ | +293.843 $ | +103,8 % | 283.140 $ | +46.560 $ | +19,7 % | 236.580 $ | +25.608 $ | +12,1 % | 210.972 $ | ||
| TRUST CO OF TOLEDO NA /OH/ | 571.940 $ | +570.219 $ | +33.133,0 % | 1.721 $ | ||||||||
| Adirondack Capital Advisors, LLC | 563.460 $ | +280.320 $ | +99,0 % | 283.140 $ | +46.560 $ | +19,7 % | 236.580 $ | |||||
| Stewardship Advisors, LLC | 561.932 $ | +58.627 $ | +11,6 % | 503.305 $ | +9.214 $ | +1,9 % | 494.091 $ | +14.541 $ | +3,0 % | 479.550 $ | +32.536 $ | +7,3 % |
| EQUITABLE TRUST CO | 561.394 $ | +279.292 $ | +99,0 % | 282.102 $ | ||||||||
| Factor Wealth Management LTD | 558.965 $ | +242.966 $ | +76,9 % | 315.999 $ | ||||||||
| Mokosak Advisory Group, LLC | 558.791 $ | +89.954 $ | +19,2 % | 468.837 $ | -9.991 $ | -2,1 % | 478.828 $ | +1.958 $ | +0,4 % | 476.870 $ | +122.711 $ | +34,6 % |
| INTEGRITY ALLIANCE, LLC. | 558.429 $ | |||||||||||
| NWAM LLC | 556.305 $ | |||||||||||
| Rehmann Capital Advisory Group | 555.578 $ | +25.350 $ | +4,8 % | 530.228 $ | +13.779 $ | +2,7 % | 516.449 $ | |||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 555.550 $ | +234.745 $ | +73,2 % | 320.805 $ | +1.778 $ | +0,6 % | 319.027 $ | |||||
| Brand Asset Management Group, Inc. | 549.391 $ | |||||||||||
| PACIFIC SUN FINANCIAL CORP | 548.810 $ | +273.032 $ | +99,0 % | 275.778 $ | +46.138 $ | +20,1 % | 229.640 $ | +21.903 $ | +10,5 % | 207.737 $ | ||
| Abundance Wealth Counselors | 540.780 $ | +289.299 $ | +115,0 % | 251.481 $ | +1.395 $ | +0,6 % | 250.086 $ | |||||
| Armstrong, Fleming & Moore, Inc | 540.324 $ | +70.393 $ | +15,0 % | 469.931 $ | +8.664 $ | +1,9 % | 461.267 $ | +11.728 $ | +2,6 % | 449.539 $ | +224.430 $ | +99,7 % |
| Simmons Bank | 540.267 $ | +37.785 $ | +7,5 % | 502.482 $ | +136.861 $ | +37,4 % | 365.621 $ | -2.022 $ | -0,5 % | 367.643 $ | +21.647 $ | +6,3 % |
| Signal Advisors Wealth, LLC | 539.057 $ | +256.219 $ | +90,6 % | 282.838 $ | +31.919 $ | +12,7 % | 250.919 $ | |||||
| Meridian Wealth Partners, LLC | 537.658 $ | +87.914 $ | +19,5 % | 449.744 $ | -5.119 $ | -1,1 % | 454.863 $ | -40.560 $ | -8,2 % | 495.423 $ | +8.109 $ | +1,7 % |
| Advisors Capital Management, LLC | 535.434 $ | +37.446 $ | +7,5 % | 497.988 $ | +2.759 $ | +0,6 % | 495.229 $ | |||||
| MinichMacGregor Wealth Management, LLC | 534.160 $ | +136.348 $ | +34,3 % | 397.812 $ | +27.091 $ | +7,3 % | 370.721 $ | |||||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 534.020 $ | +87.407 $ | +19,6 % | 446.613 $ | -172 $ | -0,0 % | 446.785 $ | -11.908 $ | -2,6 % | 458.693 $ | +227.245 $ | +98,2 % |
| Golden State Wealth Management, LLC | 533.968 $ | +209.710 $ | +64,7 % | 324.258 $ | +171.383 $ | +112,1 % | 152.875 $ | +72.705 $ | +90,7 % | 80.170 $ | +6.231 $ | +8,4 % |
| Basecamp Wealth Advisors LLC | 531.437 $ | +60.075 $ | +12,7 % | 471.362 $ | +44.545 $ | +10,4 % | 426.817 $ | |||||
| MAYPORT, LLC | 530.191 $ | +15.275 $ | +3,0 % | 514.916 $ | +11.389 $ | +2,3 % | 503.527 $ | +9.856 $ | +2,0 % | 493.671 $ | -24.607 $ | -4,7 % |
| LongView Wealth Management | 231.058 $ | -296.795 $ | -56,2 % | 527.853 $ | +119.875 $ | +29,4 % | 407.978 $ | +34.746 $ | +9,3 % | |||
| StoneX Group Inc. | 524.581 $ | +279.220 $ | +113,8 % | 245.361 $ | +8.016 $ | +3,4 % | 237.345 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 523.661 $ | +296.857 $ | +130,9 % | 226.804 $ | ||||||||
| WBH ADVISORY INC | 461.681 $ | -38.223 $ | -7,6 % | 499.904 $ | -22.612 $ | -4,3 % | 522.516 $ | +46.115 $ | +9,7 % | 476.401 $ | +274.918 $ | +136,4 % |
| Harvest Investment Services, LLC | 522.515 $ | +259.950 $ | +99,0 % | 262.565 $ | +43.176 $ | +19,7 % | 219.389 $ | |||||
| Elmwood Wealth Management, Inc. | 521.524 $ | +30.391 $ | +6,2 % | 491.133 $ | ||||||||
| RW Investment Management LLC | 518.159 $ | +107.134 $ | +26,1 % | 411.025 $ | +32.786 $ | +8,7 % | 378.239 $ | +33.332 $ | +9,7 % | |||
| CARRET ASSET MANAGEMENT, LLC | 517.400 $ | +286.861 $ | +124,4 % | 230.539 $ | -26.282 $ | -10,2 % | 256.821 $ | -41.564 $ | -13,9 % | 298.385 $ | +28.446 $ | +10,5 % |
| ACTION POINT FINANCIAL PLANNING, LLC | 513.107 $ | |||||||||||
| Frank, Rimerman Advisors LLC | 509.302 $ | +11.301 $ | +2,3 % | 498.001 $ | +20.139 $ | +4,2 % | ||||||
| Fulcrum Capital LLC | 420.390 $ | -52.355 $ | -11,1 % | 472.745 $ | -34.750 $ | -6,8 % | 507.495 $ | -827 $ | -0,2 % | 508.322 $ | +10.564 $ | +2,1 % |
| Dale Q Rice Investment Management Ltd | 474.236 $ | -23.466 $ | -4,7 % | 497.702 $ | +9.877 $ | +2,0 % | 487.825 $ | +36.449 $ | +8,1 % | |||
| Chesley Taft & Associates LLC | 430.774 $ | +5.265 $ | +1,2 % | 425.509 $ | -45.187 $ | -9,6 % | 470.696 $ | -26.747 $ | -5,4 % | 497.443 $ | +11.194 $ | +2,3 % |
| Silver Oak Advisory Group, Inc. | 497.000 $ | +186.000 $ | +59,8 % | 311.000 $ | +1.000 $ | +0,3 % | 310.000 $ | +13.000 $ | +4,4 % | 297.000 $ | +2.000 $ | +0,7 % |
| Financially Speaking Inc | 492.569 $ | -3.525 $ | -0,7 % | 496.094 $ | +18.306 $ | +3,8 % | ||||||
| Fulcrum Equity Management | 494.126 $ | +195.507 $ | +65,5 % | 298.619 $ | -11.853 $ | -3,8 % | 310.472 $ | |||||
| VANGUARD GROUP INC | 491.814 $ | +47.508 $ | +10,7 % | 444.306 $ | -2.315 $ | -0,5 % | ||||||
| TPG Financial Advisors, LLC | 487.991 $ | +63.404 $ | +14,9 % | 424.587 $ | -8.970 $ | -2,1 % | 433.557 $ | +228.441 $ | +111,4 % | 205.116 $ | ||
| Advisor OS, LLC | 487.393 $ | +242.477 $ | +99,0 % | 244.916 $ | +40.274 $ | +19,7 % | 204.642 $ | |||||
| Veracity Capital LLC | 481.110 $ | +73.170 $ | +17,9 % | 407.940 $ | +2.261 $ | +0,6 % | 405.679 $ | +20.445 $ | +5,3 % | 385.234 $ | +20.485 $ | +5,6 % |
| Bell Bank | 477.244 $ | +24.675 $ | +5,5 % | 452.569 $ | -100.506 $ | -18,2 % | ||||||
| WEALTHGARDEN F.S. LLC | 288.665 $ | -221 $ | -0,1 % | 288.886 $ | -48.207 $ | -14,3 % | 337.093 $ | -139.145 $ | -29,2 % | 476.238 $ | +248.769 $ | +109,4 % |
| Compass Ion Advisors, LLC | 475.188 $ | +33.232 $ | +7,5 % | 441.956 $ | +2.450 $ | +0,6 % | 439.506 $ | +9.752 $ | +2,3 % | 429.754 $ | +17.379 $ | +4,2 % |
| NovaPoint Capital, LLC | 471.616 $ | |||||||||||
| Smartleaf Asset Management LLC | 470.755 $ | +70.817 $ | +17,7 % | 399.938 $ | +85.908 $ | +27,4 % | 314.030 $ | +121.069 $ | +62,7 % | 192.961 $ | +22.426 $ | +13,2 % |
| Fifth Third Wealth Advisors LLC | 469.922 $ | +255.255 $ | +118,9 % | 214.667 $ | -27.622 $ | -11,4 % | 242.289 $ | +41.917 $ | +20,9 % | 200.372 $ | ||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 469.139 $ | +39.624 $ | +9,2 % | 429.515 $ | +153.763 $ | +55,8 % | 275.752 $ | +5.855 $ | +2,2 % | 269.897 $ | +107.148 $ | +65,8 % |
| Weinberger Asset Management, Inc | 468.653 $ | +62.353 $ | +15,3 % | 406.300 $ | +156.629 $ | +62,7 % | 249.671 $ | |||||
| Freedom Investment Management, Inc. | 288.982 $ | +31.349 $ | +12,2 % | 257.633 $ | -21.049 $ | -7,6 % | 278.682 $ | -186.997 $ | -40,2 % | 465.679 $ | -262.500 $ | -36,0 % |
| Capital Management Associates, Inc | 462.645 $ | +32.355 $ | +7,5 % | 430.290 $ | +30.437 $ | +7,6 % | 399.853 $ | +101.852 $ | +34,2 % | 298.001 $ | ||
| Trailhead Planners LLC | 377.809 $ | -70.152 $ | -15,7 % | 447.961 $ | -14.554 $ | -3,1 % | 462.515 $ | |||||
| Kelman-Lazarov, Inc. | 275.555 $ | -99.233 $ | -26,5 % | 374.788 $ | -87.688 $ | -19,0 % | 462.476 $ | +9.227 $ | +2,0 % | 453.249 $ | +46.152 $ | +11,3 % |
| First Pacific Financial | 462.436 $ | +66.169 $ | +16,7 % | 396.267 $ | +59.014 $ | +17,5 % | 337.253 $ | -11.982 $ | -3,4 % | 349.235 $ | -51.362 $ | -12,8 % |
| PECAUT & CO. | 460.719 $ | +38.817 $ | +9,2 % | 421.902 $ | +64.047 $ | +17,9 % | 357.855 $ | +28.505 $ | +8,7 % | 329.350 $ | -7.648 $ | -2,3 % |
| Turner Financial Group, Inc. | 460.416 $ | |||||||||||
| Liberty Atlantic Advisors LLC | 458.651 $ | +9.167 $ | +2,0 % | 449.484 $ | +236.387 $ | +110,9 % | 213.097 $ | |||||
| Valmark Advisers, Inc. | 326.743 $ | +52.052 $ | +18,9 % | 274.691 $ | +27.457 $ | +11,1 % | 247.234 $ | -209.759 $ | -45,9 % | 456.993 $ | +28.842 $ | +6,7 % |
| APPLETON PARTNERS INC/MA | 451.000 $ | +32.000 $ | +7,6 % | 419.000 $ | -24.000 $ | -5,4 % | 443.000 $ | +11.000 $ | +2,5 % | 432.000 $ | +34.000 $ | +8,5 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 281.325 $ | +35.378 $ | +14,4 % | 245.947 $ | -203.688 $ | -45,3 % | 449.635 $ | |||||
| STRATEGIC ADVISORY PARTNERS, LLC | 407.642 $ | -41.879 $ | -9,3 % | 449.521 $ | +72.489 $ | +19,2 % | 377.032 $ | |||||
| ETF Portfolio Partners, Inc. | 449.383 $ | +238.254 $ | +112,8 % | 211.129 $ | +2.311 $ | +1,1 % | 208.818 $ | +5.936 $ | +2,9 % | 202.882 $ | ||
| Clean Yield Group | 446.577 $ | +56.555 $ | +14,5 % | 390.022 $ | ||||||||
| Sigma Planning Corp | 444.737 $ | +233.094 $ | +110,1 % | 211.643 $ | ||||||||
| SEVEN MILE ADVISORY | 443.153 $ | |||||||||||
| NerdWallet Wealth Partners, LLC | 439.711 $ | +199.138 $ | +82,8 % | 240.573 $ | ||||||||
| Arkadios Wealth Advisors | 439.323 $ | +218.574 $ | +99,0 % | 220.749 $ | ||||||||
| NORTHSTAR ASSET MANAGEMENT Co | 421.279 $ | -17.676 $ | -4,0 % | 438.955 $ | +10.083 $ | +2,4 % | 428.872 $ | +32.620 $ | +8,2 % | |||
| SWEENEY & MICHEL, LLC | 430.482 $ | -8.442 $ | -1,9 % | 438.924 $ | ||||||||
| VILLERE ST DENIS J & CO LLC | 411.240 $ | +28.760 $ | +7,5 % | 382.480 $ | -53.983 $ | -12,4 % | 436.463 $ | +9.685 $ | +2,3 % | 426.778 $ | +17.259 $ | +4,2 % |
| Envision Financial LLC | 435.298 $ | |||||||||||
| Founders Financial Alliance, LLC | 134.486 $ | -296.596 $ | -68,8 % | 431.082 $ | +5.385 $ | +1,3 % | 425.697 $ | +8.936 $ | +2,1 % | 416.761 $ | +143.634 $ | +52,6 % |
| CIBC Private Wealth Group LLC | 431.081 $ | +311.089 $ | +259,3 % | 119.992 $ | +11.485 $ | +10,6 % | ||||||
| ST GERMAIN D J CO INC | 430.165 $ | +74.231 $ | +20,9 % | 355.934 $ | +18.995 $ | +5,6 % | 336.939 $ | +35.406 $ | +11,7 % | 301.533 $ | +32.433 $ | +12,1 % |
| Russell Investments Group, Ltd. | 428.797 $ | +224.029 $ | +109,4 % | 204.768 $ | +64.375 $ | +45,9 % | 140.393 $ | -21.670 $ | -13,4 % | 162.063 $ | -9.756 $ | -5,7 % |
| GK Wealth Management LLC | 424.248 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 421.110 $ | +79.273 $ | +23,2 % | 341.837 $ | +19.333 $ | +6,0 % | 322.504 $ | |||||
| Barden Capital Management, Inc. | 420.588 $ | |||||||||||
| THEORY FINANCIAL LLC | 392.674 $ | +16.592 $ | +4,4 % | 376.082 $ | -44.253 $ | -10,5 % | 420.335 $ | +114.434 $ | +37,4 % | 305.901 $ | +50.082 $ | +19,6 % |
| WARNER FINANCIAL, INC | 419.649 $ | +30.649 $ | +7,9 % | 389.000 $ | +2.000 $ | +0,5 % | 387.000 $ | +10.000 $ | +2,7 % | 377.000 $ | +15.000 $ | +4,1 % |
| Hanson & Doremus Investment Management | 419.000 $ | +31.000 $ | +8,0 % | 388.000 $ | +2.000 $ | +0,5 % | 386.000 $ | +9.000 $ | +2,4 % | 377.000 $ | +16.000 $ | +4,4 % |
| CWC Advisors, LLC. | 418.864 $ | +27.751 $ | +7,1 % | 391.113 $ | +2.168 $ | +0,6 % | 388.945 $ | +8.944 $ | +2,4 % | 380.001 $ | +15.367 $ | +4,2 % |
| TRUST CO OF VERMONT | 414.384 $ | +79.998 $ | +23,9 % | 334.386 $ | +8.335 $ | +2,6 % | 326.051 $ | +6.763 $ | +2,1 % | |||
| McCartney Wealth Management LLC | 413.620 $ | +59.363 $ | +16,8 % | 354.257 $ | +10.129 $ | +2,9 % | 344.128 $ | |||||
| Cadia Private Client LLC | 411.240 $ | +28.760 $ | +7,5 % | 382.480 $ | +49.665 $ | +14,9 % | 332.815 $ | |||||
| Hilltop Partners LLC | 392.434 $ | -14.785 $ | -3,6 % | 407.219 $ | +52.084 $ | +14,7 % | 355.135 $ | +9.664 $ | +2,8 % | 345.471 $ | -39.027 $ | -10,2 % |
| Linscomb Wealth, Inc. | 402.081 $ | +113.519 $ | +39,3 % | 288.562 $ | +6.382 $ | +2,3 % | 282.180 $ | +5.524 $ | +2,0 % | 276.656 $ | +23.013 $ | +9,1 % |
| VestGen Advisors, LLC | 400.432 $ | +81.826 $ | +25,7 % | 318.606 $ | ||||||||
| Hills Bank & Trust Co | 399.732 $ | +63.586 $ | +18,9 % | 336.146 $ | +7.435 $ | +2,3 % | 328.711 $ | +5.307 $ | +1,6 % | 323.404 $ | +32.937 $ | +11,3 % |
| Stephenson & Company, Inc. | 397.772 $ | +28.966 $ | +7,9 % | 368.806 $ | +2.424 $ | +0,7 % | 366.382 $ | +2.086 $ | +0,6 % | 364.296 $ | +31.416 $ | +9,4 % |
| Cypress Wealth Services, LLC | 389.529 $ | +20.566 $ | +5,6 % | 368.963 $ | -27.570 $ | -7,0 % | 396.533 $ | +61.199 $ | +18,3 % | 335.334 $ | +49.391 $ | +17,3 % |
| Wells Financial Advisors INC | 396.264 $ | +63.127 $ | +18,9 % | 333.137 $ | +7.369 $ | +2,3 % | 325.768 $ | +6.376 $ | +2,0 % | 319.392 $ | +26.569 $ | +9,1 % |
| Seek First Inc. | 395.228 $ | |||||||||||
| Confluence Wealth Services, Inc. | 394.620 $ | +36.436 $ | +10,2 % | 358.184 $ | +9.593 $ | +2,8 % | 348.591 $ | +14.737 $ | +4,4 % | 333.854 $ | +65.248 $ | +24,3 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 393.762 $ | |||||||||||
| Transcendent Capital Group LLC | 393.483 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 389.313 $ | +165.189 $ | +73,7 % | 224.124 $ | -9.708 $ | -4,2 % | 233.832 $ | |||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 387.660 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 387.491 $ | +25.282 $ | +7,0 % | 362.209 $ | ||||||||
| LWM ADVISORS INC | 382.226 $ | +60.891 $ | +18,9 % | 321.335 $ | +7.108 $ | +2,3 % | 314.227 $ | +6.151 $ | +2,0 % | 308.076 $ | +39.844 $ | +14,9 % |
| Cassilly Financial Group LLC | 381.528 $ | |||||||||||
| Western Financial Corp/CA | 381.087 $ | +160.049 $ | +72,4 % | 221.038 $ | ||||||||
| Wealth Dimensions Group, Ltd. | 379.369 $ | +21.846 $ | +6,1 % | 357.523 $ | +1.981 $ | +0,6 % | 355.542 $ | +7.890 $ | +2,3 % | 347.652 $ | -302.940 $ | -46,6 % |
| Arkos Global Advisors | 341.000 $ | -7.000 $ | -2,0 % | 348.000 $ | -31.000 $ | -8,2 % | 379.000 $ | +15.000 $ | +4,1 % | |||
| Riverwater Partners LLC | 375.925 $ | +8.528 $ | +2,3 % | 367.397 $ | +1.574 $ | +0,4 % | 365.823 $ | +24.313 $ | +7,1 % | |||
| Greenline Wealth Management LLC | 374.948 $ | |||||||||||
| CUTLER INVESTMENT COUNSEL LLC | 370.635 $ | +31.155 $ | +9,2 % | 339.480 $ | +9.706 $ | +2,9 % | 329.774 $ | +42.333 $ | +14,7 % | 287.441 $ | +28.135 $ | +10,9 % |
| DWM Financial Group, Inc. | 368.379 $ | |||||||||||
| GRAND WEALTH MANAGEMENT, LLC | 368.283 $ | +61.512 $ | +20,1 % | 306.771 $ | +7.051 $ | +2,4 % | 299.720 $ | +10.662 $ | +3,7 % | 289.058 $ | +23.294 $ | +8,8 % |
| SUMMIT WEALTH GROUP LLC / CO | 366.733 $ | +51.417 $ | +16,3 % | 315.316 $ | +5.181 $ | +1,7 % | 310.135 $ | |||||
| MOTIVE WEALTH ADVISORS | 361.069 $ | +25.252 $ | +7,5 % | 335.817 $ | +1.861 $ | +0,6 % | 333.956 $ | |||||
| SK Wealth Management, LLC | 233.714 $ | +30.928 $ | +15,3 % | 202.786 $ | -61.772 $ | -23,3 % | 264.558 $ | -92.664 $ | -25,9 % | 357.222 $ | +37.263 $ | +11,6 % |
| Regatta Research & Money Management | 357.122 $ | |||||||||||
| National Wealth Management Group, LLC | 356.274 $ | +58.637 $ | +19,7 % | 297.637 $ | +55.506 $ | +22,9 % | 242.131 $ | +7.670 $ | +3,3 % | 234.461 $ | +22.107 $ | +10,4 % |
| CAHILL FINANCIAL ADVISORS INC | 355.625 $ | |||||||||||
| Dynamic Technology Lab Private Ltd | 354.953 $ | |||||||||||
| Hiley Hunt Wealth Management | 354.283 $ | +56.832 $ | +19,1 % | 297.451 $ | +7.046 $ | +2,4 % | 290.405 $ | +12.799 $ | +4,6 % | 277.606 $ | +19.393 $ | +7,5 % |
| Coastwise Capital Group, LLC | 341.545 $ | -12.478 $ | -3,5 % | 354.023 $ | ||||||||
| Causey Wealth LLC | 353.420 $ | +60.989 $ | +20,9 % | 292.431 $ | -35.412 $ | -10,8 % | 327.843 $ | -3.991 $ | -1,2 % | 331.834 $ | +11.524 $ | +3,6 % |
| Tempus Wealth Planning, LLC | 353.130 $ | +67.669 $ | +23,7 % | 285.461 $ | +8.162 $ | +2,9 % | 277.299 $ | +8.526 $ | +3,2 % | 268.773 $ | +27.404 $ | +11,4 % |
| Clark Asset Management, LLC | 352.162 $ | |||||||||||
| American Capital Advisory, LLC | 351.642 $ | +44.658 $ | +14,5 % | 306.984 $ | +2.445 $ | +0,8 % | 304.539 $ | +6.311 $ | +2,1 % | 298.228 $ | +19.624 $ | +7,0 % |
| Friedenthal Financial | 351.073 $ | +55.928 $ | +18,9 % | 295.145 $ | +6.528 $ | +2,3 % | 288.617 $ | -18.198 $ | -5,9 % | 306.815 $ | +25.523 $ | +9,1 % |
| Oakworth Capital, Inc. | 344.907 $ | +70.296 $ | +25,6 % | 274.611 $ | -74.030 $ | -21,2 % | 348.641 $ | +66.250 $ | +23,5 % | 282.391 $ | ||
| Venturi Wealth Management, LLC | 348.595 $ | +61.952 $ | +21,6 % | 286.643 $ | +56.252 $ | +24,4 % | 230.391 $ | +3.782 $ | +1,7 % | 226.609 $ | +14.190 $ | +6,7 % |
| BridgePort Financial Solutions, LLC | 348.208 $ | +27.411 $ | +8,5 % | 320.797 $ | -7.619 $ | -2,3 % | 328.416 $ | +62.425 $ | +23,5 % | 265.991 $ | +38.845 $ | +17,1 % |
| R. W. Roge & Company, Inc. | 348.000 $ | +59.000 $ | +20,4 % | 289.000 $ | +8.000 $ | +2,8 % | 281.000 $ | +9.000 $ | +3,3 % | 272.000 $ | +66.000 $ | +32,0 % |
| RETIREMENT INCOME SOLUTIONS, INC | 346.840 $ | +0 $ | +0,0 % | 346.840 $ | +9.917 $ | +2,9 % | 336.923 $ | +35.260 $ | +11,7 % | 301.663 $ | +29.527 $ | +10,9 % |
| Concentrum Wealth Management | 346.528 $ | |||||||||||
| Hurlow Wealth Management Group, Inc. | 346.095 $ | +55.135 $ | +18,9 % | 290.960 $ | +6.436 $ | +2,3 % | 284.524 $ | +5.569 $ | +2,0 % | 278.955 $ | -66.770 $ | -19,3 % |
| Frankly Finances, LLC | 345.313 $ | |||||||||||
| Andina Capital Management, LLC | 343.335 $ | +2.265 $ | +0,7 % | 341.070 $ | ||||||||
| Elm3 Financial Group, LLC | 342.959 $ | |||||||||||
| Marshall & Sterling Wealth Advisors Inc. | 342.168 $ | +101.220 $ | +42,0 % | 240.948 $ | +25.463 $ | +11,8 % | 215.485 $ | +17.319 $ | +8,7 % | 198.166 $ | +8.459 $ | +4,5 % |
| Clarus Wealth Advisors | 340.493 $ | +116.550 $ | +52,0 % | 223.943 $ | +22.208 $ | +11,0 % | 201.735 $ | |||||
| MONECO ADVISORS, LLC | 337.137 $ | +134.692 $ | +66,5 % | 202.445 $ | ||||||||
| Dedeker Financial LLC | 336.936 $ | +55.406 $ | +19,7 % | 281.530 $ | ||||||||
| OBSIDIAN CIO, LLC | 4.559 $ | +734 $ | +19,2 % | 3.825 $ | -1.467 $ | -27,7 % | 5.292 $ | -331.610 $ | -98,4 % | 336.902 $ | +28.343 $ | +9,2 % |
| Notis-McConarty Edward | 335.573 $ | +37.028 $ | +12,4 % | 298.545 $ | -3.831 $ | -1,3 % | 302.376 $ | -10.098 $ | -3,2 % | 312.474 $ | +15.090 $ | +5,1 % |
| D. E. Shaw & Co., Inc. | 335.095 $ | +7.313 $ | +2,2 % | 327.782 $ | +6.279 $ | +2,0 % | 321.503 $ | -49.648 $ | -13,4 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 334.927 $ | +58.460 $ | +21,1 % | 276.467 $ | +7.904 $ | +2,9 % | 268.563 $ | +8.963 $ | +3,5 % | 259.600 $ | +25.410 $ | +10,9 % |
| BlackDiamond Wealth Management, LLC | 334.731 $ | |||||||||||
| MOTCO | 334.419 $ | +35.172 $ | +11,8 % | 299.247 $ | +3.947 $ | +1,3 % | 295.300 $ | +8.568 $ | +3,0 % | 286.732 $ | +23.337 $ | +8,9 % |
| TOWER BRIDGE ADVISORS | 332.810 $ | +16.442 $ | +5,2 % | |||||||||
| LANARK FINANCIAL, INC. | 332.793 $ | +95.015 $ | +40,0 % | 237.778 $ | +132.265 $ | +125,4 % | 105.513 $ | +41.513 $ | +64,9 % | |||
| Shum Financial Group, Inc. | 331.401 $ | +27.998 $ | +9,2 % | 303.403 $ | +33.062 $ | +12,2 % | 270.341 $ | +44.446 $ | +19,7 % | 225.895 $ | ||
| Rede Wealth, LLC | 267.923 $ | +66.739 $ | +33,2 % | 201.184 $ | -130.110 $ | -39,3 % | 331.294 $ | +54.266 $ | +19,6 % | |||
| TCI Wealth Advisors, Inc. | 327.135 $ | +53.196 $ | +19,4 % | 273.939 $ | +10.243 $ | +3,9 % | 263.696 $ | -8.137 $ | -3,0 % | 271.833 $ | +23.233 $ | +9,3 % |
| Gen-Wealth Partners Inc | 312.200 $ | -13.109 $ | -4,0 % | 325.309 $ | +1.646 $ | +0,5 % | 323.663 $ | +27.025 $ | +9,1 % | 296.638 $ | +67.200 $ | +29,3 % |
| PW ADVISORS, LLC \ FL | 325.013 $ | +52.377 $ | +19,2 % | 272.636 $ | -15.142 $ | -5,3 % | 287.778 $ | |||||
| NorthCrest Asset Manangement, LLC | 324.702 $ | +99.311 $ | +44,1 % | 225.391 $ | +1.017 $ | +0,5 % | 224.374 $ | |||||
| Abacus Planning Group, Inc. | 323.512 $ | +26.313 $ | +8,9 % | 297.199 $ | +1.648 $ | +0,6 % | 295.551 $ | +10.785 $ | +3,8 % | 284.766 $ | +71.026 $ | +33,2 % |
| Avantax Planning Partners, Inc. | 323.440 $ | +22.619 $ | +7,5 % | 300.821 $ | +1.668 $ | +0,6 % | 299.153 $ | +6.638 $ | +2,3 % | 292.515 $ | +11.829 $ | +4,2 % |
| Capstone Wealth Management Group LLC | 323.252 $ | +53.156 $ | +19,7 % | 270.096 $ | +29.236 $ | +12,1 % | 240.860 $ | +33.878 $ | +16,4 % | |||
| Nadler Financial Group, Inc. | 321.795 $ | +46.409 $ | +16,9 % | 275.386 $ | +3.904 $ | +1,4 % | 271.482 $ | |||||
| Wealth Management Nebraska | 319.842 $ | +22.368 $ | +7,5 % | 297.474 $ | +1.649 $ | +0,6 % | 295.825 $ | +6.564 $ | +2,3 % | 289.261 $ | +12.258 $ | +4,4 % |
| AAF Wealth Management, LLC | 319.352 $ | +45.739 $ | +16,7 % | 273.613 $ | ||||||||
| Callan Family Office, LLC | 319.122 $ | +22.318 $ | +7,5 % | 296.804 $ | +6.494 $ | +2,2 % | 290.310 $ | +3.374 $ | +1,2 % | 286.936 $ | +22.309 $ | +8,4 % |
| Copperleaf Capital, LLC | 318.355 $ | +66.414 $ | +26,4 % | |||||||||
| AMARA FINANCIAL, LLC. | 233.729 $ | -80.113 $ | -25,5 % | 313.842 $ | +27.012 $ | +9,4 % | ||||||
| West Wealth Group, LLC | 312.719 $ | +74.703 $ | +31,4 % | 238.016 $ | +7.997 $ | +3,5 % | 230.019 $ | +5.954 $ | +2,7 % | 224.065 $ | +19.564 $ | +9,6 % |
| VISIONARY HORIZONS, LLC | 312.706 $ | |||||||||||
| WMG Financial Advisors, LLC | 310.340 $ | +45.737 $ | +17,3 % | |||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 309.869 $ | +26.128 $ | +9,2 % | 283.741 $ | +5.281 $ | +1,9 % | 278.460 $ | +12.675 $ | +4,8 % | 265.785 $ | +10.748 $ | +4,2 % |
| XTX Topco Ltd | 261.070 $ | +43.791 $ | +20,2 % | 217.279 $ | -92.442 $ | -29,8 % | 309.721 $ | |||||
| W ADVISORS, LLC | 308.397 $ | +51.991 $ | +20,3 % | 256.406 $ | +7.331 $ | +2,9 % | 249.075 $ | -4.281 $ | -1,7 % | 253.356 $ | +24.799 $ | +10,9 % |
| WPG Advisers, LLC | 307.241 $ | +31.776 $ | +11,5 % | 275.465 $ | +3.525 $ | +1,3 % | 271.940 $ | +5.595 $ | +2,1 % | 266.345 $ | +15.528 $ | +6,2 % |
| XML Financial, LLC | 302.599 $ | +44.043 $ | +17,0 % | 258.556 $ | -47.709 $ | -15,6 % | 306.265 $ | |||||
| FIRST HORIZON CORP | 306.028 $ | +52.244 $ | +20,6 % | 253.784 $ | +4.416 $ | +1,8 % | 249.368 $ | |||||
| D. SCOTT NEAL, INC. | 305.719 $ | +12.363 $ | +4,2 % | |||||||||
| Sovran Advisors, LLC | 303.186 $ | +95.165 $ | +45,7 % | 208.021 $ | ||||||||
| JGP Wealth Management, LLC | 302.364 $ | +33.002 $ | +12,3 % | 269.362 $ | +3.871 $ | +1,5 % | 265.491 $ | |||||
| Financial Gravity Companies, Inc. | 301.907 $ | -329.694 $ | -52,2 % | |||||||||
| Covestor Ltd | 301.000 $ | +34.000 $ | +12,7 % | 267.000 $ | +10.000 $ | +3,9 % | 257.000 $ | +15.000 $ | +6,2 % | 242.000 $ | +14.000 $ | +6,1 % |
| Asempa Wealth Advisors | 299.668 $ | +48.028 $ | +19,1 % | 251.640 $ | +7.542 $ | +3,1 % | 244.098 $ | |||||
| VAUGHAN & Co SECURITIES, INC. | 299.338 $ | +39.599 $ | +15,2 % | 259.739 $ | +5.745 $ | +2,3 % | 253.994 $ | +464 $ | +0,2 % | 253.530 $ | -227.551 $ | -47,3 % |
| Crusonia Wealth Advisors LLC | 299.165 $ | +23.902 $ | +8,7 % | 275.263 $ | +1.526 $ | +0,6 % | 273.737 $ | |||||
| KPP Advisory Services LLC | 298.242 $ | +46.965 $ | +18,7 % | 251.277 $ | -22.585 $ | -8,2 % | 273.862 $ | -21.805 $ | -7,4 % | 295.667 $ | +15.855 $ | +5,7 % |
| Horizons Wealth Management | 269.396 $ | -27.290 $ | -9,2 % | 296.686 $ | +6.273 $ | +2,2 % | 290.413 $ | +7.456 $ | +2,6 % | |||
| Prime Capital Investment Advisors, LLC | 249.417 $ | +18.686 $ | +8,1 % | 230.731 $ | -65.038 $ | -22,0 % | 295.769 $ | |||||
| PRUDENTIAL PLC | 98.442 $ | -196.814 $ | -66,7 % | 295.256 $ | +28.900 $ | +10,9 % | ||||||
| Investment Research Partners LLC | 287.971 $ | +4.458 $ | +1,6 % | 283.513 $ | +1.571 $ | +0,6 % | 281.942 $ | -11.564 $ | -3,9 % | 293.506 $ | ||
| Clarity Asset Management, Inc. | 209.803 $ | +5.528 $ | +2,7 % | 204.275 $ | -258 $ | -0,1 % | 204.533 $ | -88.706 $ | -30,3 % | 293.239 $ | +13.615 $ | +4,9 % |
| Baltimore-Washington Financial Advisors, Inc. | 293.185 $ | +46.706 $ | +18,9 % | 246.479 $ | +5.452 $ | +2,3 % | 241.027 $ | +4.718 $ | +2,0 % | 236.309 $ | +14.284 $ | +6,4 % |
| UNION SAVINGS BANK | 293.176 $ | +44.043 $ | +17,7 % | 249.133 $ | +3.089 $ | +1,3 % | 246.044 $ | +108.248 $ | +78,6 % | |||
| DEUTSCHE BANK AG\ | 291.357 $ | +156.415 $ | +115,9 % | 134.942 $ | +120.678 $ | +846,0 % | 14.264 $ | -278.623 $ | -95,1 % | 292.887 $ | -232.619 $ | -44,3 % |
| NOVARE CAPITAL MANAGEMENT LLC | 292.495 $ | +20.456 $ | +7,5 % | 272.039 $ | ||||||||
| Gould Capital, LLC | 292.280 $ | +30.135 $ | +11,5 % | 262.145 $ | -1.187 $ | -0,5 % | 263.332 $ | +14.689 $ | +5,9 % | 248.643 $ | +14.953 $ | +6,4 % |
| Certified Advisory Corp | 291.872 $ | |||||||||||
| MONEY CONCEPTS CAPITAL CORP | 285.499 $ | -6.068 $ | -2,1 % | 291.567 $ | +40.512 $ | +16,1 % | ||||||
| Mission Creek Capital Partners, Inc. | 291.067 $ | +1.613 $ | +0,6 % | 289.454 $ | +6.423 $ | +2,3 % | 283.031 $ | +11.445 $ | +4,2 % | |||
| Rockbridge Investment Management, LCC | 289.347 $ | +1.889 $ | +0,7 % | 287.458 $ | +9.354 $ | +3,4 % | 278.104 $ | +20.436 $ | +7,9 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 288.176 $ | +20.153 $ | +7,5 % | 268.023 $ | ||||||||
| Williams Jones Wealth Management, LLC. | 281.730 $ | -6.150 $ | -2,1 % | 287.880 $ | +28.060 $ | +10,8 % | 259.820 $ | +11.240 $ | +4,5 % | |||
| Cornerstone Wealth Advisors, Inc. | 287.760 $ | +25.859 $ | +9,9 % | 261.901 $ | +11.540 $ | +4,6 % | 250.361 $ | +34.202 $ | +15,8 % | 216.159 $ | +1.656 $ | +0,8 % |
| Oregon Pacific Wealth Management, LLC | 250.207 $ | -17.384 $ | -6,5 % | 267.591 $ | +2.350 $ | +0,9 % | 265.241 $ | -19.638 $ | -6,9 % | 284.879 $ | +27.885 $ | +10,9 % |
| GREENLEAF TRUST | 284.172 $ | |||||||||||
| Reynders McVeigh Capital Management, LLC | 284.000 $ | |||||||||||
| Brookwood Investment Group LLC | 283.318 $ | |||||||||||
| Avail Investment Partners, LLC | 282.933 $ | +4.933 $ | +1,8 % | 278.000 $ | ||||||||
| APS Management Group, Inc. | 281.824 $ | +19.785 $ | +7,6 % | 262.039 $ | -14.071 $ | -5,1 % | 276.110 $ | +9.376 $ | +3,5 % | 266.734 $ | ||
| STERLING INVESTMENT ADVISORS LLC /ADV | 281.436 $ | +22.688 $ | +8,8 % | 258.748 $ | -3.789 $ | -1,4 % | 262.537 $ | +14.005 $ | +5,6 % | 248.532 $ | -92.543 $ | -27,1 % |
| Talisman Wealth Advisors LLC | 279.091 $ | +45.734 $ | +19,6 % | 233.357 $ | ||||||||
| Keebeck Wealth Management | 278.427 $ | +46.939 $ | +20,3 % | 231.488 $ | +5.514 $ | +2,4 % | 225.974 $ | +4.706 $ | +2,1 % | 221.268 $ | ||
| NATURAL INVESTMENTS, LLC | 278.000 $ | +21.000 $ | +8,2 % | 257.000 $ | +1.000 $ | +0,4 % | 256.000 $ | |||||
| Bison Wealth, LLC | 275.504 $ | +4.285 $ | +1,6 % | 271.219 $ | +45.195 $ | +20,0 % | 226.024 $ | |||||
| Gladstone Institutional Advisory LLC | 264.823 $ | -10.680 $ | -3,9 % | 275.503 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 228.382 $ | +18.496 $ | +8,8 % | 209.886 $ | -65.115 $ | -23,7 % | 275.001 $ | +7.962 $ | +3,0 % | 267.039 $ | +29.239 $ | +12,3 % |
| McClarren Financial Advisors, Inc. | 274.307 $ | +43.904 $ | +19,1 % | 230.403 $ | +5.341 $ | +2,4 % | 225.062 $ | +4.686 $ | +2,1 % | 220.376 $ | +18.615 $ | +9,2 % |
| Mascagni Wealth Management, Inc. | 271.024 $ | |||||||||||
| Kraft, Davis & Associates, LLC | 270.828 $ | +32.031 $ | +13,4 % | 238.797 $ | ||||||||
| JB Capital LLC | 251.786 $ | -6.828 $ | -2,6 % | 258.614 $ | -11.732 $ | -4,3 % | 270.346 $ | +46.776 $ | +20,9 % | 223.570 $ | ||
| Buttonwood Financial Group, LLC | 201.873 $ | -68.385 $ | -25,3 % | 270.258 $ | +48.200 $ | +21,7 % | ||||||
| Empirical Asset Management, LLC | 269.334 $ | |||||||||||
| American Money Management, LLC | 269.054 $ | |||||||||||
| Traveka Wealth, LLC | 268.801 $ | +30.720 $ | +12,9 % | 238.081 $ | -437 $ | -0,2 % | 238.518 $ | |||||
| Capital Asset Advisory Services LLC | 221.328 $ | -47.121 $ | -17,6 % | 268.449 $ | +6.560 $ | +2,5 % | 261.889 $ | |||||
| Retirement Planning Group, LLC | 268.019 $ | |||||||||||
| SmartHarvest Portfolios, LLC | 267.391 $ | +18.700 $ | +7,5 % | 248.691 $ | +1.378 $ | +0,6 % | 247.313 $ | |||||
| JSF Financial, LLC | 252.923 $ | +21.240 $ | +9,2 % | 231.683 $ | -31.470 $ | -12,0 % | 263.153 $ | -2.928 $ | -1,1 % | 266.081 $ | +42.701 $ | +19,1 % |
| Sachetta, LLC | 261.514 $ | +10.450 $ | +4,2 % | 251.064 $ | -5.170 $ | -2,0 % | 256.234 $ | -9.394 $ | -3,5 % | 265.628 $ | +10.742 $ | +4,2 % |
| COREPATH WEALTH PARTNERS LLC | 264.703 $ | +11.721 $ | +4,6 % | 252.982 $ | +27.355 $ | +12,1 % | 225.627 $ | +9.707 $ | +4,5 % | 215.920 $ | ||
| Busey Bank | 263.194 $ | +18.406 $ | +7,5 % | 244.788 $ | +1.358 $ | +0,6 % | 243.430 $ | +5.401 $ | +2,3 % | 238.029 $ | +9.626 $ | +4,2 % |
| Concord Wealth Partners | 108.612 $ | +3.153 $ | +3,0 % | 105.459 $ | -157.249 $ | -59,9 % | 262.708 $ | +14.643 $ | +5,9 % | |||
| Fairlight Advisors | 260.420 $ | |||||||||||
| WealthSpring Partners, LLC | 259.904 $ | +18.177 $ | +7,5 % | 241.727 $ | +1.339 $ | +0,6 % | 240.388 $ | |||||
| Vested Financial Planning, LLC | 259.683 $ | +5.762 $ | +2,3 % | 253.921 $ | +15.176 $ | +6,4 % | ||||||
| Spectrum Financial Alliance Ltd LLC | 256.743 $ | |||||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 202.947 $ | +14.193 $ | +7,5 % | 188.754 $ | +1.046 $ | +0,6 % | 187.708 $ | -68.545 $ | -26,7 % | 256.253 $ | +10.363 $ | +4,2 % |
| Worth Financial Advisory Group, LLC | 254.801 $ | |||||||||||
| Soltis Investment Advisors LLC | 254.120 $ | |||||||||||
| Fairway Financial, LLC | 253.487 $ | +17.627 $ | +7,5 % | 235.860 $ | +1.307 $ | +0,6 % | 234.553 $ | +8.169 $ | +3,6 % | 226.384 $ | +16.470 $ | +7,8 % |
| Global Assets Advisory, LLC | 253.192 $ | |||||||||||
| Essex Bank | 252.706 $ | +17.673 $ | +7,5 % | 235.033 $ | +1.302 $ | +0,6 % | 233.731 $ | |||||
| Wealthcare Capital Partners, LLC | 252.595 $ | |||||||||||
| Glenmede Investment Management, LP | 252.046 $ | +14.630 $ | +6,2 % | |||||||||
| Csenge Advisory Group | 251.435 $ | +27.029 $ | +12,0 % | 224.406 $ | ||||||||
| Stephens Consulting, LLC | 250.425 $ | +518 $ | +0,2 % | 249.907 $ | -1.797.988 $ | -87,8 % | ||||||
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 247.409 $ | -2.432 $ | -1,0 % | 249.841 $ | ||||||||
| Midway Capital Research & Management | 248.357 $ | +18.329 $ | +8,0 % | 230.028 $ | +9.324 $ | +4,2 % | 220.704 $ | |||||
| Grey Fox Wealth Advisors, LLC | 211.147 $ | -37.147 $ | -15,0 % | 248.294 $ | ||||||||
| Stonebridge Financial Group, LLC | 248.183 $ | +15.157 $ | +6,5 % | 233.026 $ | -14.208 $ | -5,7 % | 247.234 $ | +3.069 $ | +1,3 % | 244.165 $ | +9.873 $ | +4,2 % |
| SouthState Bank Corp | 32.900 $ | -33.427 $ | -50,4 % | 66.327 $ | -14.130 $ | -17,6 % | 80.457 $ | -167.069 $ | -67,5 % | 247.526 $ | -276.653 $ | -52,8 % |
| WELCH & FORBES LLC | 246.333 $ | +3.650 $ | +1,5 % | 242.683 $ | +1.345 $ | +0,6 % | 241.338 $ | -875 $ | -0,4 % | 242.213 $ | +9.795 $ | +4,2 % |
| 4Thought Financial Group Inc. | 244.262 $ | +34.271 $ | +16,3 % | 209.991 $ | -13.888 $ | -6,2 % | 223.879 $ | -158 $ | -0,1 % | 224.037 $ | +10.159 $ | +4,7 % |
| Ascent Capital Management, LLC | 244.213 $ | +11.749 $ | +5,1 % | |||||||||
| Transce3nd, LLC | 243.866 $ | +27.890 $ | +12,9 % | 215.976 $ | -12.941 $ | -5,7 % | 228.917 $ | +161.551 $ | +239,8 % | 67.366 $ | -335.833 $ | -83,3 % |
| High Falls Advisors, Inc | 243.763 $ | +27.360 $ | +12,6 % | 216.403 $ | +5.217 $ | +2,5 % | ||||||
| BayBridge Capital Group, LLC | 243.567 $ | +19.229 $ | +8,6 % | 224.338 $ | +0 $ | +0,0 % | 224.338 $ | +4.540 $ | +2,1 % | 219.798 $ | +8.888 $ | +4,2 % |
| Financial Council, LLC | 242.144 $ | +18.975 $ | +8,5 % | 223.169 $ | -14.453 $ | -6,1 % | 237.622 $ | +7.924 $ | +3,4 % | 229.698 $ | +12.054 $ | +5,5 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 241.476 $ | +38.543 $ | +19,0 % | 202.933 $ | +2.621 $ | +1,3 % | 200.312 $ | |||||
| Compton Financial Group, LLC | 240.629 $ | |||||||||||
| Eley Financial Management, Inc | 240.527 $ | +27.500 $ | +12,9 % | 213.027 $ | +7.195 $ | +3,5 % | 205.832 $ | -2.584 $ | -1,2 % | 208.416 $ | ||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 239.547 $ | +16.752 $ | +7,5 % | 222.795 $ | +1.235 $ | +0,6 % | 221.560 $ | +4.917 $ | +2,3 % | 216.643 $ | +8.760 $ | +4,2 % |
| GAMMA Investing LLC | 239.367 $ | +215.882 $ | +919,2 % | 23.485 $ | -32.541 $ | -58,1 % | 56.026 $ | +53.594 $ | +2.203,7 % | 2.432 $ | +238 $ | +10,8 % |
| DeDora Capital, Inc. | 238.558 $ | |||||||||||
| Livet Wealth, LLC | 238.558 $ | +22.894 $ | +10,6 % | 215.664 $ | +6.166 $ | +2,9 % | 209.498 $ | |||||
| MBE Wealth Management, LLC | 237.300 $ | +5.767 $ | +2,5 % | 231.533 $ | +30.434 $ | +15,1 % | ||||||
| Tradition Wealth Management, LLC | 236.680 $ | +36.098 $ | +18,0 % | 200.582 $ | ||||||||
| Estate Counselors, LLC | 236.584 $ | -62.232 $ | -20,8 % | |||||||||
| LongView Asset Management LLC | 236.356 $ | -187.796 $ | -44,3 % | |||||||||
| Kellett Wealth Advisors, LLC | 235.949 $ | |||||||||||
| Sanchez Levi Garrett | 235.768 $ | +21.808 $ | +10,2 % | 213.960 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 210.994 $ | -24.131 $ | -10,3 % | 235.125 $ | +135.932 $ | +137,0 % | ||||||
| IHT Wealth Management, LLC | 231.726 $ | -65.316 $ | -22,0 % | |||||||||
| Accurate Wealth Management, LLC | 231.561 $ | +23.860 $ | +11,5 % | 207.701 $ | ||||||||
| Arlington Financial Advisors, LLC | 230.823 $ | |||||||||||
| HOWARD FINANCIAL SERVICES, LTD. | 230.753 $ | +17.897 $ | +8,4 % | 212.856 $ | +1.179 $ | +0,6 % | 211.677 $ | +6.714 $ | +3,3 % | 204.963 $ | ||
| Viewpoint Capital Management LLC | 229.900 $ | +4.500 $ | +2,0 % | 225.400 $ | +18.750 $ | +9,1 % | ||||||
| Auxano Advisors, LLC | 229.847 $ | +9.295 $ | +4,2 % | |||||||||
| Centurion Wealth Management LLC | 229.578 $ | +607 $ | +0,3 % | 228.971 $ | +14.658 $ | +6,8 % | 214.313 $ | +11.432 $ | +5,6 % | |||
| Kaizen Financial Strategies | 214.305 $ | -15.006 $ | -6,5 % | 229.311 $ | ||||||||
| Financial Alternatives, Inc | 221.331 $ | -7.117 $ | -3,1 % | 228.448 $ | +9.480 $ | +4,3 % | 218.968 $ | +2.357 $ | +1,1 % | |||
| Mengis Capital Management, Inc. | 228.341 $ | +22.376 $ | +10,9 % | 205.965 $ | ||||||||
| Pekin Hardy Strauss, Inc. | 227.210 $ | +15.890 $ | +7,5 % | 211.320 $ | +1.171 $ | +0,6 % | 210.149 $ | +4.663 $ | +2,3 % | 205.486 $ | ||
| Grey Ledge Advisors, LLC | 227.124 $ | +17.265 $ | +8,2 % | 209.859 $ | ||||||||
| Snider Financial Group | 226.894 $ | +11.222 $ | +5,2 % | 215.672 $ | ||||||||
| Ascentis Independent Advisors | 158.221 $ | -68.377 $ | -30,2 % | 226.598 $ | ||||||||
| GenWealth Group, Inc. | 226.285 $ | |||||||||||
| LifeGoal Investments, LLC | 225.565 $ | +12.198 $ | +5,7 % | 213.367 $ | ||||||||
| WEALTH EFFECTS LLC | 225.384 $ | |||||||||||
| Aries Wealth Management | 225.198 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 225.049 $ | |||||||||||
| Whitegate Investment Counselors, Inc. | 224.747 $ | +24.276 $ | +12,1 % | 200.471 $ | ||||||||
| Harbor Asset Planning, Inc. | 224.703 $ | +79.770 $ | +55,0 % | 144.933 $ | +53.298 $ | +58,2 % | 91.635 $ | +17.188 $ | +23,1 % | 74.447 $ | +8.304 $ | +12,6 % |
| Emprise Bank | 224.664 $ | +12.775 $ | +6,0 % | 211.889 $ | ||||||||
| RKL Wealth Management LLC | 224.303 $ | |||||||||||
| Geneos Wealth Management Inc. | 224.014 $ | +62.815 $ | +39,0 % | 161.199 $ | +3.609 $ | +2,3 % | 157.590 $ | +27.461 $ | +21,1 % | 130.129 $ | -14.515 $ | -10,0 % |
| Ascent Group, LLC | 203.446 $ | -19.988 $ | -8,9 % | 223.434 $ | ||||||||
| NAPLES GLOBAL ADVISORS, LLC | 223.063 $ | |||||||||||
| Bright Futures Wealth Management, LLC. | 222.875 $ | |||||||||||
| Evergreen Private Wealth LLC | 208.094 $ | +35.082 $ | +20,3 % | 173.012 $ | -14.532 $ | -7,7 % | 187.544 $ | -34.766 $ | -15,6 % | 222.310 $ | +7.072 $ | +3,3 % |
| Atlantic Union Bankshares Corp | 222.018 $ | +16.461 $ | +8,0 % | 205.557 $ | +55.254 $ | +36,8 % | 150.303 $ | +109.577 $ | +269,1 % | 40.726 $ | +1.647 $ | +4,2 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 221.896 $ | |||||||||||
| Family Investment Center, Inc. | 221.877 $ | |||||||||||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 221.420 $ | +4.283 $ | +2,0 % | 217.137 $ | ||||||||
| Revolve Wealth Partners, LLC | 219.509 $ | +15.482 $ | +7,6 % | 204.027 $ | -4.954 $ | -2,4 % | 208.981 $ | +1.367 $ | +0,7 % | 207.614 $ | +5.076 $ | +2,5 % |
| BLUELINE ADVISORS LLC | 219.217 $ | +29.907 $ | +15,8 % | 189.310 $ | +4.940 $ | +2,7 % | 184.370 $ | |||||
| Mosaic Advisors LLC | 218.860 $ | |||||||||||
| PINNACLE ASSOCIATES LTD | 207.165 $ | -7.716 $ | -3,6 % | 214.881 $ | -3.410 $ | -1,6 % | 218.291 $ | +4.296 $ | +2,0 % | 213.995 $ | -94.965 $ | -30,7 % |
| CHICKASAW CAPITAL MANAGEMENT LLC | 217.000 $ | +15.000 $ | +7,4 % | 202.000 $ | ||||||||
| Cambria Investment Management, L.P. | 216.879 $ | |||||||||||
| Argyle Capital Partners, LLC | 216.621 $ | +15.150 $ | +7,5 % | 201.471 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 215.901 $ | |||||||||||
| Wolff Financial Management LLC | 215.838 $ | |||||||||||
| Sowell Financial Services LLC | 215.581 $ | +10.490 $ | +5,1 % | 205.091 $ | +2.389 $ | +1,2 % | 202.702 $ | |||||
| SWS Partners | 215.309 $ | |||||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 213.839 $ | -38.575 $ | -15,3 % | |||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 213.597 $ | |||||||||||
| Capital Advisors Wealth Management, LLC | 213.564 $ | |||||||||||
| Commonwealth Financial Services, LLC | 213.551 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 213.364 $ | |||||||||||
| Eaton Financial Holdings Company, LLC | 212.977 $ | +11.257 $ | +5,6 % | 201.720 $ | ||||||||
| L & S Advisors Inc | 212.564 $ | |||||||||||
| Wharton Business Group, LLC | 212.541 $ | |||||||||||
| WOODSTOCK CORP | 212.431 $ | |||||||||||
| Firestone Capital Management | 212.374 $ | |||||||||||
| Fire Capital Management LLC | 212.237 $ | |||||||||||
| Sovereign Financial Group, Inc. | 211.377 $ | |||||||||||
| WealthPlan Investment Management, LLC | 208.217 $ | -1.675 $ | -0,8 % | 209.892 $ | +8.872 $ | +4,4 % | ||||||
| Blue Barn Wealth, LLC | 208.894 $ | +5.954 $ | +2,9 % | |||||||||
| Sunbelt Securities, Inc. | 208.608 $ | +29.710 $ | +16,6 % | 178.898 $ | +172.770 $ | +2.819,4 % | 6.128 $ | -13.198 $ | -68,3 % | |||
| CENTAURUS FINANCIAL, INC. | 207.000 $ | |||||||||||
| Spectrum Planning & Advisory Services Inc. | 205.965 $ | +4.149 $ | +2,1 % | 201.816 $ | ||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 205.430 $ | |||||||||||
| ProVise Management Group, LLC | 203.138 $ | -2.245 $ | -1,1 % | 205.383 $ | +3.025 $ | +1,5 % | 202.358 $ | |||||
| Pallas Capital Advisors LLC | 205.151 $ | |||||||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 205.062 $ | |||||||||||
| Tactive Advisors, LLC | 204.348 $ | |||||||||||
| Shared Vision Wealth Group LLC | 202.862 $ | |||||||||||
| Meridian Wealth Management, LLC | 202.244 $ | |||||||||||
| Chicago Wealth Management, Inc. | 202.244 $ | |||||||||||
| Kennebec Savings Bank | 201.803 $ | +19.607 $ | +10,8 % | 182.196 $ | +131.664 $ | +260,6 % | 50.532 $ | +989 $ | +2,0 % | 49.543 $ | -6.129 $ | -11,0 % |
| Curry Webb Wealth Management LLC | 201.605 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 201.304 $ | +80.746 $ | +67,0 % | 120.558 $ | +46.134 $ | +62,0 % | 74.424 $ | +32.178 $ | +76,2 % | 42.246 $ | ||
| Pinnacle Wealth Management Advisory Group, LLC | 200.733 $ | -42 $ | -0,0 % | 200.775 $ | -87.874 $ | -30,4 % | ||||||
| Team Hewins, LLC | 200.735 $ | |||||||||||
| Johnson Bixby & Associates, LLC | 200.509 $ | |||||||||||
| Mallini Complete Financial Planning LLC | 200.504 $ | |||||||||||
| Fortress Financial Solutions, LLC | 200.253 $ | |||||||||||
| TOP Private Wealth LLC. | 192.254 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 192.181 $ | +32.399 $ | +20,3 % | 159.782 $ | +4.569 $ | +2,9 % | 155.213 $ | +2.635 $ | +1,7 % | 152.578 $ | +14.935 $ | +10,9 % |
| Pavaki Capital Management LLC | 188.760 $ | +31.040 $ | +19,7 % | 157.720 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 188.533 $ | +23.915 $ | +14,5 % | 164.618 $ | +2.916 $ | +1,8 % | 161.702 $ | |||||
| Investors Research Corp | 145.904 $ | +17.831 $ | +13,9 % | 128.073 $ | -8.480 $ | -6,2 % | 136.553 $ | -48.161 $ | -26,1 % | 184.714 $ | +10.996 $ | +6,3 % |
| Princeton Global Asset Management LLC | 184.425 $ | +21.379 $ | +13,1 % | 163.046 $ | +82.219 $ | +101,7 % | 80.827 $ | -252 $ | -0,3 % | 81.079 $ | +3.279 $ | +4,2 % |
| Archer Investment Corp | 181.166 $ | +98.796 $ | +119,9 % | 82.370 $ | +738 $ | +0,9 % | 81.632 $ | +1.853 $ | +2,3 % | 79.779 $ | +8.204 $ | +11,5 % |
| Parkside Financial Bank & Trust | 181.009 $ | +1.003 $ | +0,6 % | 180.006 $ | +3.994 $ | +2,3 % | 176.012 $ | +7.118 $ | +4,2 % | |||
| Legacy Wealth Managment, LLC/ID | 177.818 $ | +10.726 $ | +6,4 % | 167.092 $ | +166.280 $ | +20.477,8 % | 812 $ | +68 $ | +9,1 % | |||
| Urban Financial Advisory Corp | 176.945 $ | +142.541 $ | +414,3 % | 34.404 $ | -7.968 $ | -18,8 % | 42.372 $ | +1.414 $ | +3,5 % | 40.958 $ | -56.774 $ | -58,1 % |
| EQ WEALTH ADVISORS, LLC | 176.809 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 174.121 $ | +24.843 $ | +16,6 % | 149.278 $ | +4.504 $ | +3,1 % | 144.774 $ | -2.565 $ | -1,7 % | 147.339 $ | +11.045 $ | +8,1 % |
| Carolina Wealth Advisors, LLC | 172.768 $ | +27.523 $ | +18,9 % | 145.245 $ | +3.213 $ | +2,3 % | 142.032 $ | +2.780 $ | +2,0 % | 139.252 $ | +1.044 $ | +0,8 % |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 172.355 $ | +34.801 $ | +25,3 % | 137.554 $ | ||||||||
| Aspect Partners, LLC | 171.246 $ | +85.202 $ | +99,0 % | 86.044 $ | +14.152 $ | +19,7 % | 71.892 $ | +7.785 $ | +12,1 % | 64.107 $ | +9.467 $ | +17,3 % |
| YANKCOM Partnership | 171.216 $ | |||||||||||
| MJT & Associates Financial Advisory Group, Inc. | 169.780 $ | +20.730 $ | +13,9 % | 149.050 $ | -3.901 $ | -2,6 % | 152.951 $ | +3.113 $ | +2,1 % | 149.838 $ | +7.198 $ | +5,0 % |
| Sunrise Financial Services, LLC | 19.128 $ | +3.047 $ | +18,9 % | 16.081 $ | -151.010 $ | -90,4 % | 167.091 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 161.172 $ | +27.207 $ | +20,3 % | 133.965 $ | +114.530 $ | +589,3 % | 19.435 $ | +7.842 $ | +67,6 % | 11.593 $ | +1.135 $ | +10,9 % |
| JFS WEALTH ADVISORS, LLC | 123.445 $ | -32.158 $ | -20,7 % | 155.603 $ | -4.353 $ | -2,7 % | 159.956 $ | +13.150 $ | +9,0 % | 146.806 $ | +24.582 $ | +20,1 % |
| Central Pacific Bank - Trust Division | 158.841 $ | +25.304 $ | +18,9 % | 133.537 $ | +2.954 $ | +2,3 % | 130.583 $ | +17.387 $ | +15,4 % | 113.196 $ | +9.416 $ | +9,1 % |
| STANCE CAPITAL LLC | 89.548 $ | +6.263 $ | +7,5 % | 83.285 $ | -73.572 $ | -46,9 % | 156.857 $ | |||||
| CVA Family Office, LLC | 152.108 $ | +15.680 $ | +11,5 % | 136.428 $ | +77.647 $ | +132,1 % | 58.781 $ | +1.165 $ | +2,0 % | 57.616 $ | +4.142 $ | +7,7 % |
| Rossmore Private Capital | 145.052 $ | +20.351 $ | +16,3 % | 124.701 $ | +2.283 $ | +1,9 % | 122.418 $ | +2.471 $ | +2,1 % | 119.947 $ | ||
| Hurley Capital, LLC | 144.129 $ | +14.875 $ | +11,5 % | 129.254 $ | +40.915 $ | +46,3 % | 88.339 $ | +1.961 $ | +2,3 % | 86.378 $ | +3.493 $ | +4,2 % |
| MV CAPITAL MANAGEMENT, INC. | 140.865 $ | +70.080 $ | +99,0 % | 70.785 $ | +11.640 $ | +19,7 % | 59.145 $ | +6.402 $ | +12,1 % | 52.743 $ | +7.773 $ | +17,3 % |
| Rice Partnership, LLC | 25.923 $ | -112.064 $ | -81,2 % | 137.987 $ | +24.259 $ | +21,3 % | 113.728 $ | +33.858 $ | +42,4 % | 79.870 $ | +2.962 $ | +3,9 % |
| Smithfield Trust Co | 132.000 $ | -3.000 $ | -2,2 % | 135.000 $ | +38.000 $ | +39,2 % | 97.000 $ | +19.000 $ | +24,4 % | 78.000 $ | +5.000 $ | +6,8 % |
| AMERICAN NATIONAL BANK & TRUST | 134.696 $ | +15.355 $ | +12,9 % | 119.341 $ | -5.318 $ | -4,3 % | 124.659 $ | +2.513 $ | +2,1 % | 122.146 $ | +7.683 $ | +6,7 % |
| GoalVest Advisory LLC | 30.301 $ | -104.218 $ | -77,5 % | 134.519 $ | +11.190 $ | +9,1 % | ||||||
| TD Waterhouse Canada Inc. | 133.469 $ | +12.876 $ | +10,7 % | 120.593 $ | +12.623 $ | +11,7 % | 107.970 $ | -671 $ | -0,6 % | 108.641 $ | +8.033 $ | +8,0 % |
| Rosenberg Matthew Hamilton | 130.924 $ | +42.439 $ | +48,0 % | 88.485 $ | +2.530 $ | +2,9 % | 85.955 $ | -15.214 $ | -15,0 % | 101.169 $ | +9.903 $ | +10,9 % |
| Scarborough Advisors, LLC | 130.125 $ | +33.546 $ | +34,7 % | 96.579 $ | +5.133 $ | +5,6 % | 91.446 $ | -30.710 $ | -25,1 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 43.906 $ | -80.689 $ | -64,8 % | 124.595 $ | +9.103 $ | +7,9 % | 115.492 $ | -11.176 $ | -8,8 % | 126.668 $ | +6.327 $ | +5,3 % |
| HOLLENCREST CAPITAL MANAGEMENT | 125.095 $ | +13.351 $ | +11,9 % | 111.744 $ | ||||||||
| Nalls Sherbakoff Group, LLC | 123.724 $ | +14.296 $ | +13,1 % | 109.428 $ | +1.703 $ | +1,6 % | 107.725 $ | +2.150 $ | +2,0 % | 105.575 $ | +6.878 $ | +7,0 % |
| Westend Capital Management, LLC | 105.894 $ | -13.613 $ | -11,4 % | 119.507 $ | -4.188 $ | -3,4 % | 123.695 $ | +2.689 $ | +2,2 % | 121.006 $ | +5.793 $ | +5,0 % |
| GGM Financial LLC | 122.411 $ | +21.366 $ | +21,1 % | 101.045 $ | +41.493 $ | +69,7 % | 59.552 $ | +1.988 $ | +3,5 % | 57.564 $ | ||
| AMERIFLEX GROUP, INC. | 54.973 $ | -66.398 $ | -54,7 % | 121.371 $ | +78.741 $ | +184,7 % | ||||||
| North Star Investment Management Corp. | 116.811 $ | -4.523 $ | -3,7 % | 121.334 $ | +23.108 $ | +23,5 % | 98.226 $ | +2.476 $ | +2,6 % | 95.750 $ | +64.118 $ | +202,7 % |
| Financial Network Wealth Advisors LLC | 117.735 $ | -2.332 $ | -1,9 % | 120.067 $ | +7.596 $ | +6,8 % | ||||||
| TSFG, LLC | 120.000 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 116.483 $ | +10.673 $ | +10,1 % | |||||||||
| Fort Vancouver Investment Management, LLC | 112.063 $ | +7.837 $ | +7,5 % | 104.226 $ | +577 $ | +0,6 % | 103.649 $ | +2.300 $ | +2,3 % | 101.349 $ | +4.099 $ | +4,2 % |
| Your Advocates Ltd., LLP | 111.898 $ | +12.881 $ | +13,0 % | 99.017 $ | +11.876 $ | +13,6 % | 87.141 $ | -19.060 $ | -17,9 % | 106.201 $ | +9.049 $ | +9,3 % |
| Advantage Trust Co | 106.659 $ | +16.992 $ | +19,0 % | 89.667 $ | +1.983 $ | +2,3 % | 87.684 $ | +1.716 $ | +2,0 % | 85.968 $ | +7.152 $ | +9,1 % |
| Cape Investment Advisory, Inc. | 105.713 $ | +2.262 $ | +2,2 % | 103.451 $ | +2.183 $ | +2,2 % | 101.268 $ | +5.714 $ | +6,0 % | |||
| BESSEMER GROUP INC | 6.000 $ | +0 $ | +0,0 % | 6.000 $ | -97.000 $ | -94,2 % | 103.000 $ | +98.000 $ | +1.960,0 % | 5.000 $ | -736.000 $ | -99,3 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 100.780 $ | +894 $ | +0,9 % | 99.886 $ | +2.165 $ | +2,2 % | 97.721 $ | +4.778 $ | +5,1 % | |||
| Wall Street Financial Group, Inc. | 98.155 $ | |||||||||||
| Kilter Group LLC | 96.853 $ | +2.447 $ | +2,6 % | 94.406 $ | -1.982 $ | -2,1 % | 96.388 $ | +24.686 $ | +34,4 % | 71.702 $ | +8.181 $ | +12,9 % |
| FAS Wealth Partners, Inc. | 96.280 $ | +16.840 $ | +21,2 % | 79.440 $ | -1.391 $ | -1,7 % | 80.831 $ | +3.140 $ | +4,0 % | 77.691 $ | +3.557 $ | +4,8 % |
| ANGELES WEALTH MANAGEMENT, LLC | 95.756 $ | +20.835 $ | +27,8 % | 74.921 $ | +415 $ | +0,6 % | 74.506 $ | +1.654 $ | +2,3 % | 72.852 $ | -5.976 $ | -7,6 % |
| Destiny Wealth Partners, LLC | 94.896 $ | |||||||||||
| Quaker Wealth Management, LLC | 91.838 $ | +16.276 $ | +21,5 % | 75.562 $ | +1.672 $ | +2,3 % | 73.890 $ | +1.446 $ | +2,0 % | 72.444 $ | ||
| Estabrook Capital Management | 90.475 $ | +12.067 $ | +15,4 % | 78.408 $ | -3.974 $ | -4,8 % | 82.382 $ | +1.857 $ | +2,3 % | 80.525 $ | +4.856 $ | +6,4 % |
| IAG Wealth Partners, LLC | 88.997 $ | +7.149 $ | +8,7 % | 81.848 $ | +598 $ | +0,7 % | 81.250 $ | +1.780 $ | +2,2 % | 79.470 $ | +3.571 $ | +4,7 % |
| HOWE & RUSLING INC | 36.475 $ | +6.085 $ | +20,0 % | 30.390 $ | -58.514 $ | -65,8 % | 88.904 $ | +61.456 $ | +223,9 % | 27.448 $ | +3.196 $ | +13,2 % |
| Nemes Rush Group LLC | 62.840 $ | -25.380 $ | -28,8 % | 88.220 $ | +30.687 $ | +53,3 % | 57.533 $ | -787 $ | -1,3 % | 58.320 $ | +4.648 $ | +8,7 % |
| HM PAYSON & CO | 82.711 $ | +10.873 $ | +15,1 % | 71.838 $ | +1.177 $ | +1,7 % | 70.661 $ | -130 $ | -0,2 % | 70.791 $ | +6.403 $ | +9,9 % |
| BFSG, LLC | 80.501 $ | +5.630 $ | +7,5 % | 74.871 $ | +415 $ | +0,6 % | 74.456 $ | +1.652 $ | +2,3 % | 72.804 $ | -3.747 $ | -4,9 % |
| Center for Financial Planning, Inc. | 79.520 $ | +7.724 $ | +10,8 % | 71.796 $ | +777 $ | +1,1 % | 71.019 $ | +1.503 $ | +2,2 % | 69.516 $ | -5.085 $ | -6,8 % |
| Winthrop Capital Management, LLC | 78.000 $ | +10.000 $ | +14,7 % | 68.000 $ | +1.000 $ | +1,5 % | 67.000 $ | +1.000 $ | +1,5 % | 66.000 $ | +13.000 $ | +24,5 % |
| Pacifica Partners Inc. | 77.483 $ | +5.768 $ | +8,0 % | 71.715 $ | -360 $ | -0,5 % | 72.075 $ | +1.747 $ | +2,5 % | 70.328 $ | +3.548 $ | +5,3 % |
| First Bancorp, Inc /ME/ | 76.520 $ | |||||||||||
| MCF Advisors LLC | 74.898 $ | +7.180 $ | +10,6 % | 67.718 $ | ||||||||
| Redwood Park Advisors LLC | 73.094 $ | +6.170 $ | +9,2 % | 66.924 $ | +370 $ | +0,6 % | 66.554 $ | +22.122 $ | +49,8 % | 44.432 $ | +1.797 $ | +4,2 % |
| Pacific Center for Financial Services | 69.192 $ | +4.839 $ | +7,5 % | 64.353 $ | +1.777 $ | +2,8 % | 62.576 $ | +0 $ | +0,0 % | 62.576 $ | +2.530 $ | +4,2 % |
| DT Investment Partners, LLC | 68.883 $ | +4.817 $ | +7,5 % | 64.066 $ | +355 $ | +0,6 % | 63.711 $ | |||||
| Manchester Capital Management LLC | 68.442 $ | |||||||||||
| Centerpoint Advisors, LLC | 67.000 $ | +11.000 $ | +19,6 % | 56.000 $ | +11.000 $ | +24,4 % | 45.000 $ | +4.000 $ | +9,8 % | 41.000 $ | +10.000 $ | +32,3 % |
| StrongBox Wealth, LLC | 66.415 $ | |||||||||||
| Evolution Advisers, Inc. | 66.000 $ | +4.000 $ | +6,5 % | 62.000 $ | +1.000 $ | +1,6 % | 61.000 $ | +1.000 $ | +1,7 % | 60.000 $ | +3.000 $ | +5,3 % |
| Vision Retirement, LLC | 51.456 $ | +7.397 $ | +16,8 % | 44.059 $ | -20.573 $ | -31,8 % | 64.632 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 63.743 $ | +4.458 $ | +7,5 % | 59.285 $ | +5.464 $ | +10,2 % | 53.821 $ | +1.194 $ | +2,3 % | 52.627 $ | -13.753 $ | -20,7 % |
| Seneschal Advisors, LLC | 63.229 $ | |||||||||||
| Operose Advisors LLC | 61.579 $ | +25.045 $ | +68,6 % | 36.534 $ | +807 $ | +2,3 % | 35.727 $ | +21.482 $ | +150,8 % | 14.245 $ | ||
| C M BIDWELL & ASSOCIATES LTD | 60.378 $ | +6.587 $ | +12,2 % | 53.791 $ | -1.377 $ | -2,5 % | 55.168 $ | +936 $ | +1,7 % | 54.232 $ | -19.486 $ | -26,4 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 44.620 $ | -14.569 $ | -24,6 % | 59.189 $ | +2.801 $ | +5,0 % | 56.388 $ | +39.838 $ | +240,7 % | 16.550 $ | +105 $ | +0,6 % |
| Vermillion & White Wealth Management Group, LLC | 56.935 $ | +10.953 $ | +23,8 % | 45.982 $ | +4.501 $ | +10,9 % | ||||||
| Orion Capital Management LLC | 56.346 $ | |||||||||||
| Cheviot Value Management, LLC | 56.346 $ | +28.032 $ | +99,0 % | 28.314 $ | -588 $ | -2,0 % | 28.902 $ | +5.655 $ | +24,3 % | 23.247 $ | +5.115 $ | +28,2 % |
| HAZLETT, BURT & WATSON, INC. | 56.000 $ | +28.000 $ | +100,0 % | 28.000 $ | +4.000 $ | +16,7 % | 24.000 $ | |||||
| CALDWELL SUTTER CAPITAL, INC. | 55.315 $ | +12.809 $ | +30,1 % | 42.506 $ | +940 $ | +2,3 % | 41.566 $ | +814 $ | +2,0 % | 40.752 $ | +3.390 $ | +9,1 % |
| Luminist Capital LLC | 54.601 $ | +8.785 $ | +19,2 % | 45.816 $ | -46.924 $ | -50,6 % | ||||||
| Blue Trust, Inc. | 51.582 $ | +22.169 $ | +75,4 % | 29.413 $ | +3.631 $ | +14,1 % | 25.782 $ | +9.531 $ | +58,6 % | 16.251 $ | ||
| Rialto Wealth Management, LLC | 49.041 $ | +1.135 $ | +2,4 % | 47.906 $ | +265 $ | +0,6 % | 47.641 $ | -3.777 $ | -7,3 % | 51.418 $ | +2.079 $ | +4,2 % |
| Ameritas Advisory Services, LLC | 48.578 $ | -29.616 $ | -37,9 % | |||||||||
| MCGUIRE CAPITAL ADVISORS INC | 47.963 $ | +47.281 $ | +6.932,7 % | 682 $ | +19 $ | +2,9 % | 663 $ | |||||
| Downshift Financial, LLC | 46.920 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 46.049 $ | +7.763 $ | +20,3 % | 38.286 $ | ||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 45.042 $ | +4.013 $ | +9,8 % | 41.029 $ | +395 $ | +1,0 % | 40.634 $ | +865 $ | +2,2 % | 39.769 $ | +2.007 $ | +5,3 % |
| Kathleen S. Wright Associates Inc. | 44.429 $ | +2.602 $ | +6,2 % | |||||||||
| Crewe Advisors LLC | 44.325 $ | +5.710 $ | +14,8 % | 38.615 $ | +627 $ | +1,7 % | 37.988 $ | +753 $ | +2,0 % | 37.235 $ | +2.490 $ | +7,2 % |
| Triumph Capital Management | 44.273 $ | +11.968 $ | +37,0 % | 32.305 $ | +516 $ | +1,6 % | 31.789 $ | |||||
| McIlrath & Eck, LLC | 44.226 $ | +1.178 $ | +2,7 % | 43.048 $ | +3.705 $ | +9,4 % | ||||||
| Lowe Wealth Advisors, LLC | 43.952 $ | +12.725 $ | +40,7 % | |||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 42.700 $ | +4.670 $ | +12,3 % | 38.030 $ | ||||||||
| TD Capital Management LLC | 42.262 $ | +3.563 $ | +9,2 % | 38.699 $ | +215 $ | +0,6 % | 38.484 $ | +1.558 $ | +4,2 % | 36.926 $ | -17.868 $ | -32,6 % |
| Go Invest LLC | 40.893 $ | +20.714 $ | +102,7 % | 20.179 $ | +3.389 $ | +20,2 % | 16.790 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 39.925 $ | -18.079 $ | -31,2 % | |||||||||
| JDM Financial Group LLC | 39.294 $ | +4.049 $ | +11,5 % | 35.245 $ | ||||||||
| BOK Financial Private Wealth, Inc. | 38.338 $ | +6.463 $ | +20,3 % | 31.875 $ | +911 $ | +2,9 % | 30.964 $ | +2.393 $ | +8,4 % | 28.571 $ | +2.797 $ | +10,9 % |
| ARMSTRONG ADVISORY GROUP, INC | 38.089 $ | +17.541 $ | +85,4 % | 20.548 $ | -373 $ | -1,8 % | 20.921 $ | +589 $ | +2,9 % | 20.332 $ | +1.030 $ | +5,3 % |
| Front Row Advisors LLC | 37.933 $ | +5.383 $ | +16,5 % | 32.550 $ | +651 $ | +2,0 % | 31.899 $ | +627 $ | +2,0 % | 31.272 $ | +11.744 $ | +60,1 % |
| SIMPLEX TRADING, LLC | 36.000 $ | -9.000 $ | -20,0 % | |||||||||
| Strategic Wealth Advisors LLC | 34.000 $ | +2.000 $ | +6,3 % | 32.000 $ | -2.000 $ | -5,9 % | 34.000 $ | |||||
| Creative Capital Management Investments LLC | 33.002 $ | +2.308 $ | +7,5 % | 30.694 $ | +170 $ | +0,6 % | 30.524 $ | +677 $ | +2,3 % | 29.847 $ | +1.207 $ | +4,2 % |
| Jackson Wealth Management, LLC | 33.000 $ | +1.000 $ | +3,1 % | 32.000 $ | +1.000 $ | +3,2 % | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +2.000 $ | +6,9 % |
| GW&K Investment Management, LLC | 33.000 $ | +3.000 $ | +10,0 % | 30.000 $ | ||||||||
| Capitol Family Office, Inc. | 32.999 $ | +5.917 $ | +21,8 % | 27.082 $ | +0 $ | +0,0 % | 27.082 $ | -191 $ | -0,7 % | 27.273 $ | +2.268 $ | +9,1 % |
| SALEM INVESTMENT COUNSELORS INC | 31.827 $ | |||||||||||
| North Ridge Wealth Advisors, Inc. | 31.077 $ | +172 $ | +0,6 % | 30.905 $ | +686 $ | +2,3 % | 30.219 $ | +1.222 $ | +4,2 % | |||
| Pinnacle Bancorp, Inc. | 14.219 $ | -15.109 $ | -51,5 % | 29.328 $ | +838 $ | +2,9 % | 28.490 $ | +484 $ | +1,7 % | 28.006 $ | +2.741 $ | +10,8 % |
| GILPIN WEALTH MANAGEMENT, LLC | 28.173 $ | +14.016 $ | +99,0 % | 14.157 $ | +2.328 $ | +19,7 % | 11.829 $ | |||||
| NFSG Corp | 26.426 $ | +12.231 $ | +86,2 % | 14.195 $ | +1.537 $ | +12,1 % | 12.658 $ | +1.865 $ | +17,3 % | |||
| Buck Wealth Strategies, LLC | 26.396 $ | |||||||||||
| GODSEY & GIBB, INC | 26.295 $ | |||||||||||
| WFA of San Diego, LLC | 26.236 $ | +750 $ | +2,9 % | 25.486 $ | +433 $ | +1,7 % | 25.053 $ | +2.452 $ | +10,8 % | |||
| Koesten, Hirschmann & Crabtree, INC. | 25.570 $ | +22.893 $ | +855,2 % | |||||||||
| ORG Partners LLC | 3.441 $ | -21.216 $ | -86,0 % | 24.657 $ | +1.857 $ | +8,1 % | ||||||
| MASECO LLP | 24.072 $ | +3.866 $ | +19,1 % | 20.206 $ | +483 $ | +2,4 % | 19.723 $ | +369 $ | +1,9 % | 19.354 $ | ||
| Key Capital Management, INC | 2.100 $ | -620 $ | -22,8 % | 2.720 $ | -20.783 $ | -88,4 % | 23.503 $ | |||||
| Commonwealth Retirement Investments LLC | 23.171 $ | +3.953 $ | +20,6 % | 19.218 $ | ||||||||
| Portus Wealth Advisors, LLC | 22.840 $ | |||||||||||
| Longview Financial Advisors LLC | 22.824 $ | +1.596 $ | +7,5 % | 21.228 $ | +118 $ | +0,6 % | 21.110 $ | +468 $ | +2,3 % | 20.642 $ | +835 $ | +4,2 % |
| Main Street Group, LTD | 22.710 $ | +11.298 $ | +99,0 % | 11.412 $ | +2.909 $ | +34,2 % | 8.503 $ | +1.256 $ | +17,3 % | |||
| Investors Portfolio Services LLC | 21.686 $ | +1.830 $ | +9,2 % | 19.856 $ | +110 $ | +0,6 % | 19.746 $ | |||||
| Highland Investment Advisors LLC | 21.492 $ | |||||||||||
| DAGCO, INC. | 20.209 $ | +494 $ | +2,5 % | 19.715 $ | +440 $ | +2,3 % | 19.275 $ | +1.659 $ | +9,4 % | |||
| Cherry Tree Wealth Management, LLC | 20.172 $ | +304 $ | +1,5 % | 19.868 $ | +412 $ | +2,1 % | 19.456 $ | +1.265 $ | +7,0 % | |||
| Security National Bank | 19.325 $ | |||||||||||
| Abound Wealth Management | 19.320 $ | +2.007 $ | +11,6 % | 17.313 $ | +201 $ | +1,2 % | 17.112 $ | +9.728 $ | +131,7 % | 7.384 $ | ||
| CDKV HOLDINGS LLC | 18.636 $ | +3.056 $ | +19,6 % | 15.580 $ | +395 $ | +2,6 % | 15.185 $ | |||||
| Sawyer & Company, Inc | 18.177 $ | +2.895 $ | +18,9 % | 15.282 $ | -2.895 $ | -15,9 % | ||||||
| GILL CAPITAL PARTNERS, LLC | 17.774 $ | +2.996 $ | +20,3 % | 14.778 $ | ||||||||
| United Financial Planning Group LLC | 17.331 $ | +1.463 $ | +9,2 % | 15.868 $ | +88 $ | +0,6 % | 15.780 $ | +637 $ | +4,2 % | 15.143 $ | ||
| Copia Wealth Management | 16.861 $ | +1.179 $ | +7,5 % | 15.682 $ | +87 $ | +0,6 % | 15.595 $ | +346 $ | +2,3 % | 15.249 $ | +617 $ | +4,2 % |
| Camelot Portfolios, LLC | 16.424 $ | |||||||||||
| CX Institutional | 16.000 $ | +1.000 $ | +6,7 % | 15.000 $ | +0 $ | +0,0 % | 15.000 $ | +1.000 $ | +7,1 % | 14.000 $ | +0 $ | +0,0 % |
| Bravera Wealth | 15.860 $ | +2.674 $ | +20,3 % | 13.186 $ | +377 $ | +2,9 % | 12.809 $ | |||||
| SBI Securities Co., Ltd. | 10.549 $ | -4.329 $ | -29,1 % | 14.878 $ | -631 $ | -4,1 % | 15.509 $ | +544 $ | +3,6 % | 14.965 $ | +1.290 $ | +9,4 % |
| Cordgrass Capital Advisors, LLC | 15.387 $ | |||||||||||
| Signature Resources Capital Management, LLC | 15.360 $ | +1.568 $ | +11,4 % | 13.792 $ | +167 $ | +1,2 % | 13.625 $ | +327 $ | +2,5 % | 13.298 $ | +751 $ | +6,0 % |
| JPL Wealth Management, LLC | 15.243 $ | |||||||||||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 15.000 $ | |||||||||||
| Integrity Financial Corp /WA | 14.118 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13.801 $ | +1.494 $ | +12,1 % | 12.307 $ | +1.814 $ | +17,3 % | ||||||
| McMillan Office, Inc. | 13.386 $ | +798 $ | +6,3 % | 12.588 $ | -454 $ | -3,5 % | 13.042 $ | |||||
| Ares Financial Consulting, LLC | 13.180 $ | +1.730 $ | +15,1 % | 11.450 $ | +407 $ | +3,7 % | 11.043 $ | |||||
| Cloud Capital Management, LLC | 13.000 $ | |||||||||||
| Nova Wealth Management, Inc. | 12.960 $ | |||||||||||
| Caldwell Trust Co | 12.584 $ | |||||||||||
| Hemington Wealth Management | 12.000 $ | +2.000 $ | +20,0 % | |||||||||
| Tradewinds Capital Management, LLC | 11.704 $ | +2.246 $ | +23,7 % | 9.458 $ | -569 $ | -5,7 % | 10.027 $ | +170 $ | +1,7 % | 9.857 $ | +965 $ | +10,9 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.095 $ | +1.587 $ | +35,2 % | 4.508 $ | +288 $ | +6,8 % | 4.220 $ | -7.131 $ | -62,8 % | 11.351 $ | -58.293 $ | -83,7 % |
| MTM Investment Management, LLC | 11.186 $ | +1.782 $ | +18,9 % | 9.404 $ | +208 $ | +2,3 % | 9.196 $ | +180 $ | +2,0 % | 9.016 $ | +750 $ | +9,1 % |
| Financial Avengers, Inc. | 10.443 $ | +5.662 $ | +118,4 % | 4.781 $ | ||||||||
| Davis Capital Management | 9.769 $ | +8.268 $ | +550,8 % | 1.501 $ | +23 $ | +1,6 % | 1.478 $ | |||||
| BARRETT & COMPANY, INC. | 9.043 $ | +1.215 $ | +15,5 % | 7.828 $ | +143 $ | +1,9 % | 7.685 $ | +152 $ | +2,0 % | 7.533 $ | +547 $ | +7,8 % |
| Mowery & Schoenfeld Wealth Management, LLC | 8.750 $ | |||||||||||
| Noble Wealth Management PBC | 8.094 $ | +1.336 $ | +19,8 % | 6.758 $ | +174 $ | +2,6 % | 6.584 $ | -1.552 $ | -19,1 % | 8.136 $ | ||
| 1 NORTH WEALTH SERVICES LLC | 7.930 $ | +1.337 $ | +20,3 % | 6.593 $ | +188 $ | +2,9 % | 6.405 $ | +109 $ | +1,7 % | 6.296 $ | +616 $ | +10,8 % |
| EVERMAY WEALTH MANAGEMENT LLC | 7.843 $ | +764 $ | +10,8 % | 7.079 $ | +82 $ | +1,2 % | 6.997 $ | +146 $ | +2,1 % | 6.851 $ | -1.443 $ | -17,4 % |
| Founders Capital Management | 7.505 $ | +525 $ | +7,5 % | 6.980 $ | +38 $ | +0,5 % | 6.942 $ | +154 $ | +2,3 % | 6.788 $ | +275 $ | +4,2 % |
| TOTH FINANCIAL ADVISORY CORP | 6.029 $ | +509 $ | +9,2 % | 5.520 $ | +30 $ | +0,5 % | 5.490 $ | +222 $ | +4,2 % | 5.268 $ | +213 $ | +4,2 % |
| Kroeger Financial Partners | 5.649 $ | |||||||||||
| Valued Wealth Advisors LLC | 5.593 $ | +891 $ | +18,9 % | 4.702 $ | +104 $ | +2,3 % | 4.598 $ | +90 $ | +2,0 % | 4.508 $ | +375 $ | +9,1 % |
| Provenance Wealth Advisors, LLC | 5.346 $ | +374 $ | +7,5 % | 4.972 $ | +27 $ | +0,5 % | 4.945 $ | +110 $ | +2,3 % | 4.835 $ | +196 $ | +4,2 % |
| LifeSteps Financial, Inc. | 5.141 $ | |||||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 4.682 $ | |||||||||||
| Millstone Evans Group, LLC | 4.524 $ | +2.516 $ | +125,3 % | 2.008 $ | +11 $ | +0,6 % | 1.997 $ | +44 $ | +2,3 % | 1.953 $ | ||
| Tidemark, LLC | 4.430 $ | +747 $ | +20,3 % | 3.683 $ | +105 $ | +2,9 % | 3.578 $ | +61 $ | +1,7 % | 3.517 $ | +344 $ | +10,8 % |
| ATWOOD & PALMER INC | 4.419 $ | +704 $ | +19,0 % | 3.715 $ | ||||||||
| Lodestone Wealth Management LLC | 4.192 $ | +354 $ | +9,2 % | 3.838 $ | +22 $ | +0,6 % | 3.816 $ | |||||
| Colonial Trust Advisors | 3.684 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 3.500 $ | +590 $ | +20,3 % | 2.910 $ | -49 $ | -1,7 % | 2.959 $ | +50 $ | +1,7 % | 2.909 $ | +285 $ | +10,9 % |
| Private Wealth Asset Management, LLC | 3.478 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 3.244 $ | +516 $ | +18,9 % | 2.728 $ | +61 $ | +2,3 % | 2.667 $ | +503 $ | +23,2 % | 2.164 $ | +882 $ | +68,8 % |
| Portfolio Resources Advisor Group, Inc. | 3.078 $ | |||||||||||
| Guerra Advisors Inc | 3.072 $ | |||||||||||
| XP Advisory US, Inc. | 2.680 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 1.454 $ | -1.089 $ | -42,8 % | 2.543 $ | +65 $ | +2,6 % | 2.478 $ | +45 $ | +1,8 % | 2.433 $ | +206 $ | +9,3 % |
| United Community Bank | 2.417 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 2.115 $ | +245 $ | +13,1 % | 1.870 $ | +29 $ | +1,6 % | 1.841 $ | |||||
| Strategic Wealth Partners, Ltd. | 8 $ | +1 $ | +14,3 % | 7 $ | +0 $ | +0,0 % | 7 $ | -2.084 $ | -99,7 % | 2.091 $ | -2.501 $ | -54,5 % |
| Raleigh Capital Management Inc. | 1.706 $ | |||||||||||
| Financial Life Planners | 1.668 $ | +187 $ | +12,6 % | 1.481 $ | +88 $ | +6,3 % | 1.393 $ | |||||
| Anchor Bay Capital, Inc. | 1.274 $ | |||||||||||
| Caitlin John, LLC | 1.258 $ | +212 $ | +20,3 % | 1.046 $ | +30 $ | +3,0 % | 1.016 $ | +17 $ | +1,7 % | 999 $ | ||
| SHP Wealth Management | 1.127 $ | +561 $ | +99,1 % | 566 $ | +93 $ | +19,7 % | 473 $ | |||||
| Silver Grove Financial Group, Inc. | 843 $ | +146 $ | +20,9 % | 697 $ | ||||||||
| RMG Wealth Management LLC | 746 $ | |||||||||||
| Realta Investment Advisors | 711 $ | +120 $ | +20,3 % | 591 $ | ||||||||
| 3Chopt Investment Partners, LLC | 602 $ | +102 $ | +20,4 % | 500 $ | +14 $ | +2,9 % | 486 $ | +8 $ | +1,7 % | 478 $ | +47 $ | +10,9 % |
| Glen Eagle Advisors, LLC | 558 $ | |||||||||||
| Meramec Financial Planners, LLC | 495 $ | +129 $ | +35,2 % | 366 $ | ||||||||
| Retirement Wealth Solutions LLC | 437 $ | +76 $ | +21,1 % | 361 $ | +10 $ | +2,8 % | 351 $ | +12 $ | +3,5 % | 339 $ | +33 $ | +10,8 % |
| Measured Wealth Private Client Group, LLC | 84 $ | +7 $ | +9,1 % | 77 $ | -278 $ | -78,3 % | 355 $ | +281 $ | +379,7 % | 74 $ | ||
| Glassman Wealth Services | 317 $ | +34 $ | +12,0 % | 283 $ | +3 $ | +1,1 % | 280 $ | +6 $ | +2,2 % | 274 $ | +16 $ | +6,2 % |
| DHJJ Financial Advisors, Ltd. | 188 $ | +93 $ | +97,9 % | 95 $ | +16 $ | +20,3 % | 79 $ | +8 $ | +11,3 % | 71 $ | +11 $ | +18,3 % |
| Merkkuri Wealth Advisors LLC | 29 $ | |||||||||||
| Ascentis Wealth Management, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||
| 17.988.579.110 $ | +2.887.312.200 $ | +90,1 % | 14.983.547.252 $ | -504.709.336 $ | +29,0 % | 14.825.730.576 $ | +159.533.100 $ | +55,6 % | 14.402.310.167 $ | +1.435.300.126 $ | +20,4 % | |