| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
| 1.418.485.547.037 $ | +100.834.853.811 $ | 1.272.322.969.458 $ | -798.757.080.818 $ | 1.590.876.921.567 $ | +841.054.553.835 $ | 746.767.171.278 $ | |
|---|
| ValueAct Holdings, L.P. | 783.472.326 $ | +14.867.541 $ | 768.604.785 $ | -848.819.170.215 $ | 849.587.775.000 $ | +742.452.369.000 $ | 107.135.406.000 $ | |
|---|
| VANGUARD GROUP INC | 195.135.349.873 $ | +8.426.534.869 $ | 186.708.815.004 $ | | | | | |
|---|
| BlackRock, Inc. | 169.774.795.275 $ | +11.068.376.243 $ | 158.706.419.032 $ | | | | | |
|---|
| Blackstone Inc. | 117.205.780.000 $ | +26.928.477.000 $ | 90.277.303.000 $ | +40.127.382.000 $ | 50.149.921.000 $ | -8.830.679.000 $ | 58.980.600.000 $ | |
|---|
| STATE STREET CORP | 89.708.913.389 $ | +5.903.119.389 $ | 83.805.794.000 $ | +1.732.590.644 $ | 82.073.203.356 $ | +11.879.805.866 $ | 70.193.397.490 $ | |
|---|
| FMR LLC | 76.510.090.926 $ | +4.297.561.928 $ | 72.212.528.998 $ | -3.274.026.425 $ | 75.486.555.423 $ | +10.867.601.848 $ | 64.618.953.575 $ | |
|---|
| GEODE CAPITAL MANAGEMENT, LLC | 51.753.622.135 $ | +3.078.464.695 $ | 48.675.157.440 $ | +1.342.532.091 $ | 47.332.625.349 $ | +6.942.018.102 $ | 40.390.607.247 $ | |
|---|
| JPMORGAN CHASE & CO | 39.101.737.753 $ | -2.700.182.015 $ | 41.801.919.768 $ | +2.510.681.028 $ | | | 39.291.238.740 $ | |
|---|
| MORGAN STANLEY | 37.295.974.859 $ | +1.535.748.451 $ | 35.760.226.408 $ | +548.433.438 $ | 35.211.792.970 $ | +3.530.342.758 $ | 31.681.450.212 $ | |
|---|
| NORGES BANK | 32.868.734.531 $ | +5.430.723.303 $ | | | 27.438.011.228 $ | | | |
|---|
| NORTHERN TRUST CORP | 21.869.152.617 $ | +559.551.030 $ | 21.309.601.587 $ | | | | | |
|---|
| BANK OF AMERICA CORP /DE/ | 19.424.786.273 $ | -888.220.424 $ | 20.313.006.697 $ | -603.657.655 $ | 20.916.664.352 $ | +3.753.429.792 $ | 17.163.234.560 $ | |
|---|
| Capital Research Global Investors | 20.782.262.287 $ | +79.900.648 $ | 20.702.361.639 $ | +2.119.371.939 $ | 18.582.989.700 $ | | | |
|---|
| GOLDMAN SACHS GROUP INC | 17.643.569.735 $ | +1.395.805.164 $ | 16.247.764.571 $ | | | | | |
|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16.120.537.123 $ | | | | | | | |
|---|
| Capital International Investors | 16.061.318.297 $ | +2.026.269.065 $ | 14.035.049.232 $ | +588.192.664 $ | 13.446.856.568 $ | +1.583.874.118 $ | 11.862.982.450 $ | |
|---|
| WELLINGTON MANAGEMENT GROUP LLP | 15.286.778.002 $ | +2.438.307.001 $ | 12.848.471.001 $ | -721.153.294 $ | 13.569.624.295 $ | +1.238.313.985 $ | 12.331.310.310 $ | |
|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.953.777.387 $ | +21.833.632 $ | 13.931.943.755 $ | +2.898.339.313 $ | 11.033.604.442 $ | +2.478.040.137 $ | 8.555.564.305 $ | |
|---|
| Invesco Ltd. | 13.757.993.065 $ | +1.083.265.081 $ | 12.674.727.984 $ | -692.472.593 $ | 13.367.200.577 $ | +1.962.273.282 $ | 11.404.927.295 $ | |
|---|
| Legal & General Group Plc | 12.916.476.694 $ | +561.596.882 $ | 12.354.879.812 $ | +372.305.018 $ | 11.982.574.794 $ | +1.412.924.975 $ | 10.569.649.819 $ | |
|---|
| ALLIANCEBERNSTEIN L.P. | 12.447.668.807 $ | +388.583.376 $ | 12.059.085.431 $ | | | | | |
|---|
| FRANKLIN RESOURCES INC | 12.015.419.222 $ | +281.813.804 $ | 11.733.605.418 $ | +342.554.702 $ | 11.391.050.716 $ | +2.728.561.839 $ | 8.662.488.877 $ | |
|---|
| JANE STREET GROUP, LLC | 10.330.654.013 $ | +2.286.434.577 $ | 8.044.219.436 $ | -424.206.702 $ | 8.468.426.138 $ | +1.964.020.265 $ | 6.504.405.873 $ | |
|---|
| JENNISON ASSOCIATES LLC | 10.026.175.368 $ | +306.448.979 $ | 9.719.726.389 $ | -313.334.403 $ | 10.033.060.792 $ | +822.726.263 $ | 9.210.334.529 $ | |
|---|
| BARCLAYS PLC | 9.878.004.223 $ | +3.095.300.991 $ | 6.782.703.232 $ | -1.913.699.613 $ | 8.696.402.845 $ | +8.688.173.603 $ | 8.229.242 $ | |
|---|
| Capital World Investors | 7.794.405.988 $ | -1.763.461.014 $ | 9.557.867.002 $ | | | | | |
|---|
| UBS Group AG | 9.434.924.225 $ | +12.091.287 $ | 9.422.832.938 $ | +197.607.392 $ | 9.225.225.546 $ | +780.135.333 $ | 8.445.090.213 $ | |
|---|
| Fisher Asset Management, LLC | 7.754.077.761 $ | +485.500.879 $ | 7.268.576.882 $ | +142.346.656 $ | 7.126.230.226 $ | +927.767.972 $ | 6.198.462.254 $ | |
|---|
| WELLS FARGO & COMPANY/MN | 7.711.615.739 $ | +407.425.462 $ | 7.304.190.277 $ | +320.623.175 $ | 6.983.567.102 $ | +1.097.485.442 $ | 5.886.081.660 $ | |
|---|
| DIMENSIONAL FUND ADVISORS LP | 7.323.125.112 $ | +714.416.631 $ | 6.608.708.481 $ | +68.282.245 $ | 6.540.426.236 $ | +848.660.143 $ | 5.691.766.093 $ | |
|---|
| BAILLIE GIFFORD & CO | 6.783.123.497 $ | -168.268.163 $ | 6.951.391.660 $ | -353.057.981 $ | 7.304.449.641 $ | +677.421.770 $ | 6.627.027.871 $ | |
|---|
| DEUTSCHE BANK AG\ | 7.067.423.335 $ | -172.500.872 $ | 7.239.924.207 $ | +721.538.405 $ | 6.518.385.802 $ | +851.349.389 $ | 5.667.036.413 $ | |
|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.551.730.832 $ | +336.361.086 $ | 6.215.369.746 $ | -447.621.491 $ | 6.662.991.237 $ | +853.599.626 $ | 5.809.391.611 $ | |
|---|
| Swiss National Bank | 6.071.119.968 $ | +23.591.286 $ | 6.047.528.682 $ | -295.540.815 $ | 6.343.069.497 $ | +1.264.877.889 $ | 5.078.191.608 $ | |
|---|
| BNP PARIBAS FINANCIAL MARKETS | 6.314.687.926 $ | +2.056.463.718 $ | 4.258.224.208 $ | +653.001.063 $ | 3.605.223.145 $ | -217.635.266 $ | 3.822.858.411 $ | |
|---|
| HSBC HOLDINGS PLC | 6.206.455.891 $ | +438.793.672 $ | 5.767.662.219 $ | -58.863.174 $ | 5.826.525.393 $ | +810.310.153 $ | 5.016.215.240 $ | |
|---|
| AMERICAN CENTURY COMPANIES INC | 6.139.900.663 $ | +191.285.768 $ | 5.948.614.895 $ | | | | | |
|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.690.463.441 $ | +1.216.229.260 $ | 4.474.234.181 $ | | | | | |
|---|
| VICTORY CAPITAL MANAGEMENT INC | 5.643.235.415 $ | +1.367.932.185 $ | 4.275.303.230 $ | -23.551.681 $ | 4.298.854.911 $ | +2.949.874.794 $ | 1.348.980.117 $ | |
|---|
| BANK OF MONTREAL /CAN/ | 5.408.042.051 $ | +147.870.232 $ | 5.260.171.819 $ | -174.798.231 $ | 5.434.970.050 $ | +1.488.824.613 $ | 3.946.145.437 $ | |
|---|
| CITIGROUP INC | 4.231.341.876 $ | -185.135.189 $ | 4.416.477.065 $ | -808.845.330 $ | 5.225.322.395 $ | +955.459.093 $ | 4.269.863.302 $ | |
|---|
| Assenagon Asset Management S.A. | 4.828.997.915 $ | -43.510.475 $ | 4.872.508.390 $ | +839.784.527 $ | 4.032.723.863 $ | +907.253.969 $ | 3.125.469.894 $ | |
|---|
| RAYMOND JAMES FINANCIAL INC | 4.833.869.735 $ | +265.915.276 $ | 4.567.954.459 $ | +20.623.358 $ | 4.547.331.101 $ | +713.555.719 $ | 3.833.775.382 $ | |
|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.902.561 $ | +389.582 $ | 2.512.979 $ | -4.755.179.021 $ | 4.757.692.000 $ | +2.766.050.000 $ | 1.991.642.000 $ | |
|---|
| MILLENNIUM MANAGEMENT LLC | 3.752.446.741 $ | -381.645.324 $ | 4.134.092.065 $ | -562.927.390 $ | 4.697.019.455 $ | +921.841.912 $ | 3.775.177.543 $ | |
|---|
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4.627.912.609 $ | +401.399.579 $ | 4.226.513.030 $ | +166.784.229 $ | 4.059.728.801 $ | +1.006.377.911 $ | 3.053.350.890 $ | |
|---|
| National Pension Service | 4.580.234.892 $ | +421.758.481 $ | 4.158.476.411 $ | +132.036.751 $ | 4.026.439.660 $ | +609.400.121 $ | 3.417.039.539 $ | |
|---|
| PRINCIPAL FINANCIAL GROUP INC | 4.525.978.656 $ | -32.388.328 $ | 4.558.366.984 $ | | | | | |
|---|
| IMC-Chicago, LLC | 4.079.951.238 $ | -413.556.058 $ | 4.493.507.296 $ | +522.630.787 $ | 3.970.876.509 $ | +1.055.809.251 $ | 2.915.067.258 $ | |
|---|
| SOUTH PLAINS FINANCIAL, INC. | 4.380.710.000 $ | +407.831.000 $ | 3.972.879.000 $ | +315.446.000 $ | 3.657.433.000 $ | +703.664.000 $ | 2.953.769.000 $ | |
|---|
| LOOMIS SAYLES & CO L P | 4.146.244.995 $ | +140.252.317 $ | 4.005.992.678 $ | -219.697.815 $ | 4.225.690.493 $ | +4.221.968.030 $ | 3.722.463 $ | |
|---|
| Clearbridge Investments, LLC | 3.856.365.302 $ | -168.109.104 $ | 4.024.474.406 $ | +33.240.218 $ | 3.991.234.188 $ | +475.083.771 $ | 3.516.150.417 $ | |
|---|
| RHUMBLINE ADVISERS | 3.874.676.406 $ | +98.173.332 $ | 3.776.503.074 $ | -7.621.508 $ | 3.784.124.582 $ | +433.523.388 $ | 3.350.601.194 $ | |
|---|
| LPL Financial LLC | 3.814.087.977 $ | +319.196.452 $ | 3.494.891.525 $ | +230.733.621 $ | 3.264.157.904 $ | +710.658.083 $ | 2.553.499.821 $ | |
|---|
| Neuberger Berman Group LLC | 3.796.518.391 $ | +185.578.709 $ | 3.610.939.682 $ | -142.196.351 $ | 3.753.136.033 $ | +585.595.372 $ | 3.167.540.661 $ | |
|---|
| Swedbank AB | 3.604.883.977 $ | +37.300.295 $ | 3.567.583.682 $ | +203.746.138 $ | 3.363.837.544 $ | +672.313.417 $ | 2.691.524.127 $ | |
|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3.436.855.096 $ | +128.578.756 $ | 3.308.276.340 $ | +16.278.711 $ | 3.291.997.629 $ | +484.220.839 $ | 2.807.776.790 $ | |
|---|
| NORDEA INVESTMENT MANAGEMENT AB | 3.208.991.743 $ | +390.971.669 $ | 2.818.020.074 $ | +336.741.561 $ | 2.481.278.513 $ | +395.076.110 $ | 2.086.202.403 $ | |
|---|
| NATIONAL BANK OF CANADA /FI/ | 3.098.280.562 $ | -62.591.632 $ | 3.160.872.194 $ | +676.647.865 $ | | | 2.484.224.329 $ | |
|---|
| CTC LLC | 3.107.506.578 $ | +217.767.765 $ | 2.889.738.813 $ | +859.486.202 $ | 2.030.252.611 $ | +153.642.127 $ | 1.876.610.484 $ | |
|---|
| FIL Ltd | 2.834.741.044 $ | +153.493.168 $ | 2.681.247.876 $ | | | | | |
|---|
| PRIMECAP MANAGEMENT CO/CA/ | 2.828.973.315 $ | +476.667.646 $ | 2.352.305.669 $ | | | | | |
|---|
| VOYA INVESTMENT MANAGEMENT LLC | 2.309.464.573 $ | -84.469.864 $ | 2.393.934.437 $ | -400.857.973 $ | 2.794.792.410 $ | +616.959.729 $ | 2.177.832.681 $ | |
|---|
| MARSHALL WACE, LLP | 2.778.583.695 $ | +445.755.863 $ | 2.332.827.832 $ | -257.365.538 $ | 2.590.193.370 $ | +770.154.605 $ | 1.820.038.765 $ | |
|---|
| CAPSTONE INVESTMENT ADVISORS, LLC | 1.763.134.266 $ | -768.639.576 $ | 2.531.773.842 $ | +479.071.710 $ | 2.052.702.132 $ | -712.383.549 $ | 2.765.085.681 $ | |
|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 2.668.135.861 $ | -13.533.370 $ | 2.681.669.231 $ | -22.335.774 $ | 2.704.005.005 $ | +377.882.820 $ | 2.326.122.185 $ | |
|---|
| Optiver Holding B.V. | 2.675.147.480 $ | +69.366.033 $ | 2.605.781.447 $ | +335.091.657 $ | 2.270.689.790 $ | +452.724.858 $ | 1.817.964.932 $ | |
|---|
| LAZARD ASSET MANAGEMENT LLC | 1.670.986.517 $ | -877.752.273 $ | 2.548.738.790 $ | +2.546.226.260 $ | 2.512.530 $ | +219.593 $ | 2.292.937 $ | |
|---|
| Aberdeen Group plc | 2.548.122.618 $ | +98.200.598 $ | 2.449.922.020 $ | | | | | |
|---|
| BROWN ADVISORY INC | 2.152.425.644 $ | -350.536.594 $ | 2.502.962.238 $ | | | | | |
|---|
| Allianz Asset Management GmbH | 2.434.266.729 $ | +290.299.616 $ | 2.143.967.113 $ | +90.645.642 $ | 2.053.321.471 $ | +101.604.244 $ | 1.951.717.227 $ | |
|---|
| SIMPLEX TRADING, LLC | 2.358.703.416 $ | +2.355.707.189 $ | 2.996.227 $ | +845.685 $ | 2.150.542 $ | -266.816 $ | 2.417.358 $ | |
|---|
| CIBC Private Wealth Group LLC | 2.295.546.398 $ | -25.572.790 $ | 2.321.119.188 $ | -12.158.586 $ | 2.333.277.774 $ | +510.337.842 $ | 1.822.939.932 $ | |
|---|
| Pictet Asset Management Holding SA | 2.269.774.607 $ | +331.464.433 $ | 1.938.310.174 $ | +190.291.317 $ | 1.748.018.857 $ | +330.393.529 $ | 1.417.625.328 $ | |
|---|
| SEI INVESTMENTS CO | 2.196.997.891 $ | | | | | | | |
|---|
| WOLVERINE TRADING, LLC | | | 2.195.683.671 $ | +386.716.427 $ | | | 1.808.967.244 $ | |
|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2.183.178.211 $ | +128.063.828 $ | 2.055.114.383 $ | +28.688.808 $ | 2.026.425.575 $ | +308.891.671 $ | 1.717.533.904 $ | |
|---|
| Robeco Institutional Asset Management B.V. | 2.109.093.280 $ | +235.927.121 $ | 1.873.166.159 $ | +213.496.818 $ | 1.659.669.341 $ | -177.446.593 $ | 1.837.115.934 $ | |
|---|
| Ensign Peak Advisors, Inc | 2.075.902.983 $ | +86.585.828 $ | 1.989.317.155 $ | +159.787.965 $ | 1.829.529.190 $ | +138.558.052 $ | 1.690.971.138 $ | |
|---|
| PRUDENTIAL FINANCIAL INC | 1.975.805.813 $ | -30.181.536 $ | 2.005.987.349 $ | -52.866.697 $ | 2.058.854.046 $ | +242.979.120 $ | 1.815.874.926 $ | |
|---|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1.962.592.522 $ | +40.729.247 $ | 1.921.863.275 $ | -103.799.039 $ | 2.025.662.314 $ | +300.320.707 $ | 1.725.341.607 $ | |
|---|
| SANDS CAPITAL MANAGEMENT, LLC | 1.717.303.570 $ | -130.158.190 $ | 1.847.461.760 $ | -177.512.986 $ | 2.024.974.746 $ | | | |
|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | 1.971.072.618 $ | +10.249.941 $ | 1.960.822.677 $ | | | | | |
|---|
| Hudson Bay Capital Management LP | 1.310.775.307 $ | -648.040.501 $ | 1.958.815.808 $ | +580.205.247 $ | 1.378.610.561 $ | +632.013.768 $ | 746.596.793 $ | |
|---|
| Winslow Capital Management, LLC | 1.871.643.814 $ | +98.572.370 $ | 1.773.071.444 $ | -163.405.107 $ | 1.936.476.551 $ | +43.810.596 $ | 1.892.665.955 $ | |
|---|
| STIFEL FINANCIAL CORP | 1.926.486.774 $ | +83.268.099 $ | 1.843.218.675 $ | -10.812.267 $ | 1.854.030.942 $ | +272.918.946 $ | 1.581.111.996 $ | |
|---|
| AVIVA PLC | 1.874.582.933 $ | +177.825.677 $ | 1.696.757.256 $ | +99.734.517 $ | 1.597.022.739 $ | +319.742.861 $ | 1.277.279.878 $ | |
|---|
| ProShare Advisors LLC | 1.853.692.338 $ | +416.766.533 $ | 1.436.925.805 $ | | | | | |
|---|
| Squarepoint Ops LLC | 1.551.394.770 $ | -258.693.761 $ | 1.810.088.531 $ | +254.551.782 $ | 1.555.536.749 $ | +476.818.676 $ | 1.078.718.073 $ | |
|---|
| Qube Research & Technologies Ltd | 1.784.710.763 $ | +828.019.174 $ | 956.691.589 $ | +80.914.604 $ | 875.776.985 $ | -372.951.202 $ | 1.248.728.187 $ | |
|---|
| Corient Private Wealth LLC | 1.708.160.320 $ | | | | | | | |
|---|
| Clear Street Group Inc. | 1.638.685.355 $ | +79.738.355 $ | 1.558.947.000 $ | | | | | |
|---|
| Focus Partners Wealth | 1.588.425.625 $ | +598.763.092 $ | 989.662.533 $ | +54.522.321 $ | 935.140.212 $ | +152.621.981 $ | 782.518.231 $ | |
|---|
| AQR CAPITAL MANAGEMENT LLC | | | 1.529.839.834 $ | | | | | |
|---|
| Man Group plc | 1.505.426.737 $ | +260.572.646 $ | 1.244.854.091 $ | | | | | |
|---|
| FLOSSBACH VON STORCH SE | 1.501.705.391 $ | +7.760.701 $ | 1.493.944.690 $ | -7.411.788 $ | 1.501.356.478 $ | +359.337.895 $ | 1.142.018.583 $ | |
|---|
| APG Asset Management N.V. | 1.449.841.061 $ | +20.745.143 $ | 1.429.095.918 $ | -5.011.946 $ | 1.434.107.864 $ | +114.417.864 $ | 1.319.690.000 $ | |
|---|
| Chevy Chase Trust Holdings, LLC | 1.406.378.873 $ | +60.617.657 $ | 1.345.761.216 $ | | | | | |
|---|
| Sustainable Growth Advisers, LP | 1.073.902.284 $ | -117.200.632 $ | 1.191.102.916 $ | -208.858.241 $ | 1.399.961.157 $ | +149.224.642 $ | 1.250.736.515 $ | |
|---|
| Egerton Capital (UK) LLP | 1.360.105.927 $ | +470.134.044 $ | 889.971.883 $ | +157.782.988 $ | 732.188.895 $ | -71.063.520 $ | 803.252.415 $ | |
|---|
| US BANCORP \DE\ | 1.334.052.710 $ | +69.954.789 $ | 1.264.097.921 $ | +520.099 $ | 1.263.577.822 $ | +166.800.057 $ | 1.096.777.765 $ | |
|---|
| AXA S.A. | 7.747.473 $ | +123.783 $ | 7.623.690 $ | -1.320.808.429 $ | 1.328.432.119 $ | +181.826.804 $ | 1.146.605.315 $ | |
|---|
| AustralianSuper Pty Ltd | 755.667.980 $ | -557.364.133 $ | 1.313.032.113 $ | +7.467.892 $ | 1.305.564.221 $ | +123.817.314 $ | 1.181.746.907 $ | |
|---|
| Rockefeller Capital Management L.P. | 1.293.589.062 $ | +151.091.726 $ | 1.142.497.336 $ | -18.055.512 $ | 1.160.552.848 $ | +227.323.885 $ | 933.228.963 $ | |
|---|
| BANK OF NOVA SCOTIA | 1.293.091.929 $ | +54.247.552 $ | 1.238.844.377 $ | | | | | |
|---|
| Skandinaviska Enskilda Banken AB (publ) | 1.044.598.992 $ | +76.370.385 $ | 968.228.607 $ | -252.909.296 $ | 1.221.137.903 $ | +208.956.225 $ | 1.012.181.678 $ | |
|---|
| HighTower Advisors, LLC | | | 1.205.290.048 $ | | | | | |
|---|
| BANQUE PICTET & CIE SA | 1.172.602.070 $ | -14.614.237 $ | 1.187.216.307 $ | +7.213.370 $ | 1.180.002.937 $ | +106.513.966 $ | 1.073.488.971 $ | |
|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.012.608.032 $ | +41.853.711 $ | 970.754.321 $ | -214.029.124 $ | 1.184.783.445 $ | +20.747.841 $ | 1.164.035.604 $ | |
|---|
| Vontobel Holding Ltd. | 1.096.591.430 $ | -81.882.918 $ | 1.178.474.348 $ | | | | | |
|---|
| AXA Investment Managers S.A. | | | 1.170.127.833 $ | | | | | |
|---|
| Boston Partners | 1.147.050.567 $ | +94.063.865 $ | 1.052.986.702 $ | | | | | |
|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1.086.845.279 $ | +1.085.672.251 $ | 1.173.028 $ | -25.387 $ | 1.198.415 $ | +122.802 $ | 1.075.613 $ | |
|---|
| CI INVESTMENTS INC. | 1.082.067.916 $ | +1.081.078.572 $ | 989.344 $ | +5.562 $ | 983.782 $ | +99.139 $ | 884.643 $ | |
|---|
| Veritas Asset Management LLP | 1.010.032.543 $ | +2.697.202 $ | 1.007.335.341 $ | -43.572.815 $ | 1.050.908.156 $ | +99.052.787 $ | 951.855.369 $ | |
|---|
| Allspring Global Investments Holdings, LLC | 1.043.394.561 $ | +7.049.229 $ | 1.036.345.332 $ | +46.708.329 $ | 989.637.003 $ | +111.299.227 $ | 878.337.776 $ | |
|---|
| HARRIS ASSOCIATES L P | 1.030.175.013 $ | +74.551.421 $ | 955.623.592 $ | | | | | |
|---|
| Quantinno Capital Management LP | 1.028.562.609 $ | +309.083.697 $ | 719.478.912 $ | +223.610.600 $ | 495.868.312 $ | +174.281.109 $ | 321.587.203 $ | |
|---|
| Tidal Investments LLC | 1.023.954.450 $ | +118.053.422 $ | 905.901.028 $ | +583.298.117 $ | 322.602.911 $ | +114.369.076 $ | 208.233.835 $ | |
|---|
| TRUIST FINANCIAL CORP | 1.015.146.818 $ | +54.177.951 $ | 960.968.867 $ | -1.692.669 $ | 962.661.536 $ | +154.596.350 $ | 808.065.186 $ | |
|---|
| Verition Fund Management LLC | 1.003.652.447 $ | +552.408.870 $ | 451.243.577 $ | +317.362.146 $ | 133.881.431 $ | -827.889.338 $ | 961.770.769 $ | |
|---|
| Cetera Investment Advisers | 999.209.084 $ | | | | | | | |
|---|
| Baird Financial Group, Inc. | 990.394.504 $ | +77.712.314 $ | 912.682.190 $ | +419.205.852 $ | | | 493.476.338 $ | |
|---|
| Cerity Partners LLC | | | 985.580.572 $ | +38.780.861 $ | 946.799.711 $ | +142.817.674 $ | 803.982.037 $ | |
|---|
| Mawer Investment Management Ltd. | 939.427.013 $ | -45.561.153 $ | 984.988.166 $ | +114.058.132 $ | 870.930.034 $ | +123.172.846 $ | 747.757.188 $ | |
|---|
| Bank Julius Baer & Co. Ltd, Zurich | 899.163.102 $ | -66.495.513 $ | 965.658.615 $ | +16.824.261 $ | 948.834.354 $ | +120.096.053 $ | 828.738.301 $ | |
|---|
| PEAK6 LLC | 813.054.880 $ | -142.231.921 $ | 955.286.801 $ | +266.555.146 $ | 688.731.655 $ | -1.280.383 $ | 690.012.038 $ | |
|---|
| WORLDQUANT MILLENNIUM ADVISORS LLC | 946.503.031 $ | +362.041.724 $ | 584.461.307 $ | | | | | |
|---|
| Creative Planning | 938.374.228 $ | +87.282.914 $ | 851.091.314 $ | +80.606.193 $ | 770.485.121 $ | +123.223.232 $ | 647.261.889 $ | |
|---|
| STRS OHIO | 891.267.574 $ | +12.140.693 $ | 879.126.881 $ | -46.797.206 $ | 925.924.087 $ | +110.137.914 $ | 815.786.173 $ | |
|---|
| BRIGHTON JONES LLC | 924.171.201 $ | | | | | | | |
|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 922.779.351 $ | +49.104.173 $ | 873.675.178 $ | -14.833.480 $ | 888.508.658 $ | +123.411.554 $ | 765.097.104 $ | |
|---|
| AXIOM INVESTORS LLC /DE | 711.621.061 $ | -123.190.447 $ | 834.811.508 $ | -72.639.502 $ | 907.451.010 $ | +307.811.993 $ | 599.639.017 $ | |
|---|
| Walleye Trading LLC | 869.253.117 $ | | | | | | | |
|---|
| Lansforsakringar Fondforvaltning AB (publ) | 861.279.671 $ | +47.513.289 $ | 813.766.382 $ | | | | | |
|---|
| VIKING GLOBAL INVESTORS LP | 721.731.669 $ | -133.251.345 $ | | | 854.983.014 $ | +337.150.469 $ | 517.832.545 $ | |
|---|
| CIBC WORLD MARKET INC. | 842.644.326 $ | +123.921.894 $ | 718.722.432 $ | +33.673.565 $ | 685.048.867 $ | +79.520.896 $ | 605.527.971 $ | |
|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 783.790.149 $ | -20.594.665 $ | 804.384.814 $ | -31.059.765 $ | 835.444.579 $ | +8.575.570 $ | 826.869.009 $ | |
|---|
| OSAIC HOLDINGS, INC. | 831.899.842 $ | +17.318.888 $ | 814.580.954 $ | +98.740.088 $ | 715.840.866 $ | +132.204.271 $ | 583.636.595 $ | |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 810.849.708 $ | +71.308.841 $ | 739.540.867 $ | | | | | |
|---|
| KLP KAPITALFORVALTNING AS | 796.859.886 $ | +45.425.475 $ | 751.434.411 $ | +3.314.511 $ | 748.119.900 $ | +129.660.744 $ | 618.459.156 $ | |
|---|
| State of Tennessee, Department of Treasury | 795.472.924 $ | +68.854.533 $ | 726.618.391 $ | +12.164.105 $ | 714.454.286 $ | +83.249.802 $ | 631.204.484 $ | |
|---|
| DAVIS SELECTED ADVISERS | 791.545.223 $ | +102.537.637 $ | 689.007.586 $ | | | | | |
|---|
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 781.709.092 $ | +77.729.686 $ | 703.979.406 $ | +157.123.285 $ | 546.856.121 $ | -114.466.330 $ | 661.322.451 $ | |
|---|
| State of New Jersey Common Pension Fund D | 756.965.419 $ | +24.873.368 $ | 732.092.051 $ | +26.858.508 $ | 705.233.543 $ | +99.244.027 $ | 605.989.516 $ | |
|---|
| Calamos Advisors LLC | 726.702.976 $ | +19.325.847 $ | 707.377.129 $ | | | | | |
|---|
| KEYBANK NATIONAL ASSOCIATION/OH | 710.746.347 $ | +32.152.205 $ | 678.594.142 $ | -7.658.970 $ | 686.253.112 $ | +84.311.721 $ | 601.941.391 $ | |
|---|
| SCOTIA CAPITAL INC. | 706.596.026 $ | +40.446.911 $ | 666.149.115 $ | | | | | |
|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 693.157.076 $ | +16.679.472 $ | 676.477.604 $ | -12.850.164 $ | 689.327.768 $ | +93.505.747 $ | 595.822.021 $ | |
|---|
| Magellan Asset Management Ltd | 641.377.687 $ | -8.162.411 $ | 649.540.098 $ | -42.388.099 $ | 691.928.197 $ | +115.702.575 $ | 576.225.622 $ | |
|---|
| Rokos Capital Management LLP | 339.861.445 $ | -341.683.301 $ | 681.544.746 $ | +93.411.932 $ | 588.132.814 $ | +248.627.105 $ | 339.505.709 $ | |
|---|
| Caption Management, LLC | 265.443.000 $ | +12.937.500 $ | 252.505.500 $ | -413.404.500 $ | | | 665.910.000 $ | |
|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 664.225.175 $ | +93.330.002 $ | 570.895.173 $ | -45.834.687 $ | 616.729.860 $ | +44.381.738 $ | 572.348.122 $ | |
|---|
| Tredje AP-fonden | 653.841.505 $ | +80.946.927 $ | 572.894.578 $ | -12.314.206 $ | 585.208.784 $ | +29.332.802 $ | 555.875.982 $ | |
|---|
| VIRGINIA RETIREMENT SYSTEMS ET Al | 642.348.978 $ | +241.941.126 $ | 400.407.852 $ | -33.764.958 $ | 434.172.810 $ | +18.587.892 $ | 415.584.918 $ | |
|---|
| Arizona State Retirement System | 625.130.729 $ | +12.463.241 $ | 612.667.488 $ | +270.579 $ | 612.396.909 $ | +81.837.492 $ | 530.559.417 $ | |
|---|
| AMF Tjanstepension AB | 559.783.741 $ | +37.911.522 $ | 521.872.219 $ | +427.822 $ | 521.444.397 $ | -103.146.078 $ | 624.590.475 $ | |
|---|
| Third Point LLC | 499.725.300 $ | -117.266.400 $ | 616.991.700 $ | | | | | |
|---|
| FORSTA AP-FONDEN | 612.273.132 $ | +23.035.080 $ | 589.238.052 $ | +33.172.158 $ | 556.065.894 $ | +86.352.006 $ | 469.713.888 $ | |
|---|
| MetLife Investment Management, LLC | 599.605.269 $ | +13.392.892 $ | 586.212.377 $ | +47.167.745 $ | | | 539.044.632 $ | |
|---|
| Appaloosa LP | 503.047.031 $ | -45.877.969 $ | 548.925.000 $ | -43.428.000 $ | 592.353.000 $ | +114.800.400 $ | 477.552.600 $ | |
|---|
| Czech National Bank | 592.082.845 $ | +50.868.265 $ | 541.214.580 $ | +34.519.773 $ | 506.694.807 $ | +94.510.596 $ | 412.184.211 $ | |
|---|
| Candriam S.C.A. | 578.276.729 $ | +64.990.355 $ | 513.286.374 $ | +31.857.062 $ | 481.429.312 $ | +87.030.836 $ | 394.398.476 $ | |
|---|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 565.919.398 $ | +87.642.802 $ | 478.276.596 $ | -22.322.460 $ | 500.599.056 $ | +9.311.967 $ | 491.287.089 $ | |
|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | 537.988.375 $ | -20.099.141 $ | 558.087.516 $ | | | | | |
|---|
| BSN Capital Partners Ltd | 140.331.512 $ | -243.494.188 $ | 383.825.700 $ | +0 $ | 383.825.700 $ | -173.320.691 $ | 557.146.391 $ | |
|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 537.747.448 $ | +51.004.222 $ | 486.743.226 $ | +842.977 $ | 485.900.249 $ | +88.537.622 $ | 397.362.627 $ | |
|---|
| TCW GROUP INC | 533.353.792 $ | +91.297.663 $ | 442.056.129 $ | -75.914.889 $ | 517.971.018 $ | +67.168.589 $ | 450.802.429 $ | |
|---|
| COMMERCE BANK | 533.119.412 $ | +30.427.073 $ | 502.692.339 $ | -1.331.173 $ | 504.023.512 $ | +69.830.026 $ | 434.193.486 $ | |
|---|
| MML INVESTORS SERVICES, LLC | 532.537.859 $ | +52.174.037 $ | 480.363.822 $ | +479.891.429 $ | 472.393 $ | +86.317 $ | 386.076 $ | |
|---|
| Kovitz Investment Group Partners, LLC | | | 530.022.925 $ | +4.519.079 $ | 525.503.846 $ | +110.404.149 $ | 415.099.697 $ | |
|---|
| Sarasin & Partners LLP | 524.303.706 $ | | | | | | | |
|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 522.301.804 $ | +10.584.697 $ | 511.717.107 $ | +3.322.466 $ | 508.394.641 $ | +98.009.148 $ | 410.385.493 $ | |
|---|
| Federation des caisses Desjardins du Quebec | 521.631.339 $ | +50.297.410 $ | 471.333.929 $ | -20.339.261 $ | 491.673.190 $ | +132.135.734 $ | 359.537.456 $ | |
|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 518.564.828 $ | +25.274.475 $ | 493.290.353 $ | +404.391 $ | 492.885.962 $ | +65.444.041 $ | 427.441.921 $ | |
|---|
| Altimeter Capital Management, LP | 511.418.641 $ | +35.506.375 $ | 475.912.266 $ | +154.535.973 $ | 321.376.293 $ | +122.525.103 $ | 198.851.190 $ | |
|---|
| MONTRUSCO BOLTON INVESTMENTS INC. | 478.200.502 $ | -28.685.261 $ | 506.885.763 $ | | | | | |
|---|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 501.801.719 $ | +334.110.841 $ | 167.690.878 $ | -191.622 $ | 167.882.500 $ | +11.081.802 $ | 156.800.698 $ | |
|---|
| Meritage Group LP | 425.402.645 $ | -70.464.582 $ | 495.867.227 $ | +406.504 $ | 495.460.723 $ | +170.993.412 $ | 324.467.311 $ | |
|---|
| MERCER GLOBAL ADVISORS INC /ADV | 493.398.644 $ | +86.326.928 $ | 407.071.716 $ | +58.789.430 $ | 348.282.286 $ | +37.419.828 $ | 310.862.458 $ | |
|---|
| FIRST MANHATTAN CO. LLC. | 492.372.529 $ | +35.041.594 $ | 457.330.935 $ | +51.586.901 $ | 405.744.034 $ | | | |
|---|
| Value Aligned Research Advisors, LLC | 489.966.692 $ | +183.529.969 $ | 306.436.723 $ | | | | | |
|---|
| NISA INVESTMENT ADVISORS, LLC | 485.600.040 $ | +53.536.782 $ | 432.063.258 $ | -6.634.909 $ | 438.698.167 $ | +59.407.056 $ | 379.291.111 $ | |
|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 366.254.097 $ | +8.306.692 $ | 357.947.405 $ | -79.872.764 $ | 437.820.169 $ | -46.806.108 $ | 484.626.277 $ | |
|---|
| STEADFAST CAPITAL MANAGEMENT LP | 484.014.075 $ | +149.042.474 $ | 334.971.601 $ | +5.713.722 $ | 329.257.879 $ | +172.110.539 $ | 157.147.340 $ | |
|---|
| DAVENPORT & Co LLC | 472.871.354 $ | +21.775.621 $ | 451.095.733 $ | | | | | |
|---|
| MARKEL GROUP INC. | 468.740.022 $ | +23.211.586 $ | | | 445.528.436 $ | +59.156.038 $ | 386.372.398 $ | |
|---|
| Corebridge Financial, Inc. | | | | | | | 466.501.158 $ | |
|---|
| Connor, Clark & Lunn Investment Management Ltd. | 464.544.870 $ | +76.006.533 $ | 388.538.337 $ | +208.315.814 $ | 180.222.523 $ | +4.923.428 $ | 175.299.095 $ | |
|---|
| XPONANCE LLC | | | 458.329.759 $ | | | | | |
|---|
| GATEWAY INVESTMENT ADVISERS LLC | 450.187.572 $ | +24.584.514 $ | 425.603.058 $ | | | | | |
|---|
| Bridgewater Associates, LP | 449.695.988 $ | | | | | | | |
|---|
| IEQ CAPITAL, LLC | 442.515.096 $ | +64.608.017 $ | 377.907.079 $ | +49.171.630 $ | 328.735.449 $ | +41.239.808 $ | 287.495.641 $ | |
|---|
| JARISLOWSKY, FRASER Ltd | | | 435.100.351 $ | -6.198.465 $ | 441.298.816 $ | +67.161.088 $ | 374.137.728 $ | |
|---|
| Bank Pictet & Cie (Europe) AG | 423.130.684 $ | -17.618.545 $ | 440.749.229 $ | +6.024.214 $ | 434.725.015 $ | +70.204.930 $ | 364.520.085 $ | |
|---|
| Vulcan Value Partners, LLC | 406.173 $ | -412.541.883 $ | 412.948.056 $ | -26.278.472 $ | 439.226.528 $ | +105.190.117 $ | 334.036.411 $ | |
|---|
| Walleye Capital LLC | 428.770.770 $ | | | | | | | |
|---|
| ASSETMARK, INC | 419.867.653 $ | +51.950.108 $ | 367.917.545 $ | +25.725.167 $ | 342.192.378 $ | +3.708.810 $ | 338.483.568 $ | |
|---|
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 419.750.556 $ | +31.657.727 $ | 388.092.829 $ | +11.058.607 $ | 377.034.222 $ | +62.028.921 $ | 315.005.301 $ | |
|---|
| Voyager Global Management LP | 415.476.000 $ | +3.782.250 $ | 411.693.750 $ | +77.124.000 $ | 334.569.750 $ | +18.738.150 $ | 315.831.600 $ | |
|---|
| Steward Partners Investment Advisory, LLC | 410.820.689 $ | +33.554.641 $ | 377.266.048 $ | +115.393.510 $ | 261.872.538 $ | +33.275.528 $ | 228.597.010 $ | |
|---|
| LGT Group Foundation | 409.693.213 $ | +4.553.652 $ | 405.139.561 $ | -5.021.234 $ | 410.160.795 $ | | | |
|---|
| SUSQUEHANNA ADVISORS GROUP, INC. | 397.979.844 $ | | | | | | | |
|---|
| AEGON ASSET MANAGEMENT UK PLC | 386.360.645 $ | +62.235.576 $ | 324.125.069 $ | +323.799.923 $ | 325.146 $ | +30.369 $ | 294.777 $ | |
|---|
| Standard Investments LLC | 386.161.860 $ | +195.073.170 $ | | | 191.088.690 $ | +25.372.230 $ | 165.716.460 $ | |
|---|
| MUFG Securities EMEA plc | 179.819.398 $ | +138.890.013 $ | 40.929.385 $ | +9.312.434 $ | 31.616.951 $ | -354.409.744 $ | 386.026.695 $ | |
|---|
| Banco Santander, S.A. | 385.808.705 $ | +48.228.612 $ | 337.580.093 $ | +133.710.415 $ | | | 203.869.678 $ | |
|---|
| Crake Asset Management LLP | 384.122.796 $ | +18.721.867 $ | 365.400.929 $ | +63.849.374 $ | 301.551.555 $ | +172.840.665 $ | 128.710.890 $ | |
|---|
| Quilter Plc | 382.446.351 $ | +17.471.388 $ | 364.974.963 $ | +6.728.424 $ | 358.246.539 $ | +38.351.936 $ | 319.894.603 $ | |
|---|
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 379.861.397 $ | +291.947.326 $ | 87.914.071 $ | -112.059.914 $ | 199.973.985 $ | +32.925.705 $ | 167.048.280 $ | |
|---|
| Banque Transatlantique SA | 372.811.601 $ | | | | | | | |
|---|
| Utah Retirement Systems | 365.829.850 $ | +17.781.099 $ | 348.048.751 $ | +6.274.233 $ | 341.774.518 $ | +45.954.845 $ | 295.819.673 $ | |
|---|
| HUNTINGTON NATIONAL BANK | 357.695.439 $ | +20.719.848 $ | 336.975.591 $ | | | | | |
|---|
| DIAMOND HILL CAPITAL MANAGEMENT INC | 253.628.709 $ | -78.686.973 $ | 332.315.682 $ | -22.243.349 $ | 354.559.031 $ | +65.865.737 $ | 288.693.294 $ | |
|---|
| BRISTOL JOHN W & CO INC /NY/ | 347.789.420 $ | -5.780.199 $ | 353.569.619 $ | | | | | |
|---|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 348.116.954 $ | +347.780.995 $ | 335.959 $ | +3.968 $ | 331.991 $ | +92.255 $ | 239.736 $ | |
|---|
| AE Wealth Management LLC | 348.053.711 $ | +46.981.347 $ | 301.072.364 $ | +34.180.226 $ | 266.892.138 $ | +71.537.968 $ | 195.354.170 $ | |
|---|
| Pathstone Holdings, LLC | 346.136.956 $ | +22.445.210 $ | 323.691.746 $ | | | | | |
|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 344.653.038 $ | +44.813.955 $ | 299.839.083 $ | +36.664.324 $ | 263.174.759 $ | +61.634.434 $ | 201.540.325 $ | |
|---|
| CAXTON ASSOCIATES LLP | 234.802.337 $ | -106.413.176 $ | 341.215.513 $ | +8.628.610 $ | 332.586.903 $ | +43.548.097 $ | 289.038.806 $ | |
|---|
| EMINENCE CAPITAL, LP | 340.601.454 $ | +510.359 $ | 340.091.095 $ | | | | | |
|---|
| Police & Firemen's Retirement System of New Jersey | 339.200.146 $ | -450.491 $ | 339.650.637 $ | +20.069.612 $ | 319.581.025 $ | +59.647.623 $ | 259.933.402 $ | |
|---|
| Kestra Advisory Services, LLC | 339.281.556 $ | +39.038.014 $ | 300.243.542 $ | +14.548.783 $ | 285.694.759 $ | +54.433.158 $ | 231.261.601 $ | |
|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | 332.411.499 $ | +148.075 $ | 332.263.424 $ | | | | | |
|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 327.453.947 $ | +8.874.125 $ | 318.579.822 $ | -4.479.413 $ | 323.059.235 $ | +53.490.116 $ | 269.569.119 $ | |
|---|
| First Pacific Advisors, LP | 325.732.953 $ | +10.347.875 $ | 315.385.078 $ | -5.173.330 $ | 320.558.408 $ | +45.441.116 $ | 275.117.292 $ | |
|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 323.352.507 $ | +33.119.611 $ | 290.232.896 $ | | | | | |
|---|
| SCGE MANAGEMENT, L.P. | 297.988.620 $ | +7.277.940 $ | 290.710.680 $ | +39.947.910 $ | 250.762.770 $ | -70.776.630 $ | 321.539.400 $ | |
|---|
| Twin Tree Management, LP | 50.107.792 $ | -21.962.769 $ | 72.070.561 $ | -151.224.581 $ | 223.295.142 $ | -94.278.469 $ | 317.573.611 $ | |
|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 264.910.960 $ | -34.493.593 $ | 299.404.553 $ | -9.265.769 $ | 308.670.322 $ | +308.387.736 $ | 282.586 $ | |
|---|
| FACTORY MUTUAL INSURANCE CO | 307.226.960 $ | +12.558.750 $ | 294.668.210 $ | | | | | |
|---|
| CAPITAL FUND MANAGEMENT S.A. | 181.954.482 $ | -124.871.538 $ | 306.826.020 $ | +136.996.221 $ | 169.829.799 $ | -3.896.607 $ | 173.726.406 $ | |
|---|
| Union Bancaire Privee, UBP SA | 305.486.372 $ | +49.917.509 $ | 255.568.863 $ | -241.532 $ | 255.810.395 $ | -3.051.709 $ | 258.862.104 $ | |
|---|
| Dorsal Capital Management, LP | | | 186.634.500 $ | -71.148.750 $ | 257.783.250 $ | -46.632.750 $ | 304.416.000 $ | |
|---|
| GUGGENHEIM CAPITAL LLC | 294.917.560 $ | -8.024.266 $ | 302.941.826 $ | +4.596.655 $ | 298.345.171 $ | +81.790.668 $ | 216.554.503 $ | |
|---|
| Polar Asset Management Partners Inc. | 299.904.426 $ | +280.121.169 $ | 19.783.257 $ | | | | | |
|---|
| HARDING LOEVNER LP | 268.681.368 $ | -28.744.816 $ | 297.426.184 $ | | | | | |
|---|
| Local Pensions Partnership Investment Ltd | 286.927.905 $ | | | | | | | |
|---|
| LMR Partners LLP | 286.816.239 $ | +235.590.558 $ | 51.225.681 $ | +50.797.977 $ | | | 427.704 $ | |
|---|
| BAMCO INC /NY/ | 282.791.200 $ | +46.026.234 $ | 236.764.966 $ | +190.147 $ | 236.574.819 $ | +31.003.075 $ | 205.571.744 $ | |
|---|
| ARK Investment Management LLC | 279.823.368 $ | +12.253.566 $ | 267.569.802 $ | +17.356.768 $ | 250.213.034 $ | +49.771.076 $ | 200.441.958 $ | |
|---|
| GREAT LAKES ADVISORS, LLC | 278.923.770 $ | +6.215.334 $ | 272.708.436 $ | +49.229.124 $ | 223.479.312 $ | +145.125.164 $ | 78.354.148 $ | |
|---|
| Douglass Winthrop Advisors, LLC | 277.451.410 $ | +11.204.780 $ | 266.246.630 $ | +5.083.677 $ | 261.162.953 $ | +55.931.774 $ | 205.231.179 $ | |
|---|
| Trivest Advisors Ltd | 88.865.700 $ | -76.141.155 $ | 165.006.855 $ | -104.074.980 $ | 269.081.835 $ | +202.110.315 $ | 66.971.520 $ | |
|---|
| ABN AMRO INVESTMENT SOLUTIONS | 268.333.559 $ | +62.737.653 $ | 205.595.906 $ | -8.736.935 $ | 214.332.841 $ | +29.956.440 $ | 184.376.401 $ | |
|---|
| LOCUST WOOD CAPITAL ADVISERS, LLC | 268.140.363 $ | +36.015.131 $ | 232.125.232 $ | +11.099.460 $ | 221.025.772 $ | +62.181.884 $ | 158.843.888 $ | |
|---|
| GF FUND MANAGEMENT CO. LTD. | 266.775.293 $ | +10.324.559 $ | 256.450.734 $ | +4.082.029 $ | 252.368.705 $ | +25.574.219 $ | 226.794.486 $ | |
|---|
| Fiera Capital Corp | 266.722.435 $ | +132.664.191 $ | 134.058.244 $ | | | | | |
|---|
| MAI Capital Management | 260.082.573 $ | +25.799.647 $ | 234.282.926 $ | -99.737 $ | 234.382.663 $ | +25.410.418 $ | 208.972.245 $ | |
|---|
| Sequoia Financial Advisors, LLC | 258.249.394 $ | +3.024.574 $ | 255.224.820 $ | | | | | |
|---|
| MKP Capital Management, L.L.C. | | | 252.905.117 $ | -4.878.133 $ | 257.783.250 $ | +159.418.830 $ | 98.364.420 $ | |
|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 248.441.193 $ | +1.482.470 $ | 246.958.723 $ | -7.114.423 $ | 254.073.146 $ | +32.288.586 $ | 221.784.560 $ | |
|---|
| GROUP ONE TRADING LLC | 238.674.805 $ | +40.281.892 $ | 198.392.913 $ | -52.340.678 $ | 250.733.591 $ | +22.315.806 $ | 228.417.785 $ | |
|---|
| ABN AMRO Bank N.V. | 249.389.140 $ | +60.084.189 $ | 189.304.951 $ | +81.661.493 $ | 107.643.458 $ | +16.546.565 $ | 91.096.893 $ | |
|---|
| Aware Super Pty Ltd as trustee of Aware Super | | | 248.469.803 $ | -179.364 $ | 248.649.167 $ | +42.384.306 $ | 206.264.861 $ | |
|---|
| Ruffer LLP | 155.229.762 $ | +7.505.461 $ | 147.724.301 $ | -12.530.877 $ | 160.255.178 $ | -88.219.795 $ | 248.474.973 $ | |
|---|
| Corvex Management LP | 226.834.200 $ | -20.737.343 $ | 247.571.543 $ | +99.476.931 $ | 148.094.612 $ | +40.592.194 $ | 107.502.418 $ | |
|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 195.139.383 $ | -26.067.292 $ | 221.206.675 $ | -23.550.280 $ | 244.756.955 $ | +24.417.039 $ | 220.339.916 $ | |
|---|
| CloudAlpha Capital Management Limited/Hong Kong | 19.875.910 $ | -115.980.909 $ | | | 135.856.819 $ | -108.523.019 $ | 244.379.838 $ | |
|---|
| Jefferies Financial Group Inc. | 243.904.732 $ | +158.150.514 $ | 85.754.218 $ | | | | | |
|---|
| Nishkama Capital, LLC | 125.111.134 $ | -118.644.941 $ | 243.756.075 $ | +91.201.045 $ | 152.555.030 $ | +140.473.520 $ | 12.081.510 $ | |
|---|
| Railway Pension Investments Ltd | 241.206.900 $ | +44.603.922 $ | 196.602.978 $ | +92.985.081 $ | 103.617.897 $ | -435.297 $ | 104.053.194 $ | |
|---|
| INTECH INVESTMENT MANAGEMENT LLC | 239.000.029 $ | +5.251.737 $ | 233.748.292 $ | | | | | |
|---|
| Private Advisor Group, LLC | 237.283.792 $ | +6.715.647 $ | 230.568.145 $ | +5.692.521 $ | 224.875.624 $ | +38.740.033 $ | 186.135.591 $ | |
|---|
| EVERETT HARRIS & CO /CA/ | 237.020.207 $ | +12.237.106 $ | 224.783.101 $ | -2.421.442 $ | 227.204.543 $ | +29.118.500 $ | 198.086.043 $ | |
|---|
| Nellore Capital Management LLC | 234.743.940 $ | +10.782.540 $ | 223.961.400 $ | +7.862.250 $ | 216.099.150 $ | | | |
|---|
| Styrax Capital, LP | 234.654.151 $ | +12.916.117 $ | 221.738.034 $ | +181.777 $ | 221.556.257 $ | +30.613.414 $ | 190.942.843 $ | |
|---|
| DJE Kapital AG | 230.897.087 $ | +1.006.900 $ | 229.890.187 $ | +0 $ | 229.890.187 $ | +58.069.838 $ | 171.820.349 $ | |
|---|
| ExodusPoint Capital Management, LP | 227.488.867 $ | +177.957.881 $ | 49.530.986 $ | +49.493.662 $ | 37.324 $ | +19.379 $ | 17.945 $ | |
|---|
| Pamplona Capital Management, LLC | 202.339.813 $ | -23.854.175 $ | 226.193.988 $ | +185.430 $ | 226.008.558 $ | +30.008.794 $ | 195.999.764 $ | |
|---|
| ANTIPODES PARTNERS Ltd | 225.372.003 $ | +77.017.563 $ | 148.354.440 $ | -4.355.351 $ | | | 152.709.791 $ | |
|---|
| Schonfeld Strategic Advisors LLC | 224.975.866 $ | +199.664.282 $ | 25.311.584 $ | -69.918.151 $ | 95.229.735 $ | +13.256.982 $ | 81.972.753 $ | |
|---|
| Avala Global LP | 223.181.012 $ | +107.665.235 $ | 115.515.777 $ | -30.554.085 $ | 146.069.862 $ | -15.138.007 $ | 161.207.869 $ | |
|---|
| Marex Group plc | 197.463.971 $ | -25.056.611 $ | 222.520.582 $ | +211.562.929 $ | 10.957.653 $ | | | |
|---|
| Fisher Funds Management LTD | 157.866.331 $ | +5.637.352 $ | 152.228.979 $ | -70.266.487 $ | 222.495.466 $ | +8.552.091 $ | 213.943.375 $ | |
|---|
| Raiffeisen Bank International AG | 220.778.582 $ | +118.067.423 $ | 102.711.159 $ | +15.763.260 $ | 86.947.899 $ | +12.664.488 $ | 74.283.411 $ | |
|---|
| DF DENT & CO INC | 201.892.714 $ | -12.167.836 $ | 214.060.550 $ | -6.610.249 $ | 220.670.799 $ | +25.994.103 $ | 194.676.696 $ | |
|---|
| Luxor Capital Group, LP | 218.517.294 $ | +140.196.675 $ | 78.320.619 $ | -47.828.631 $ | 126.149.250 $ | | | |
|---|
| Midwest Trust Co | 218.330.330 $ | +17.820.104 $ | 200.510.226 $ | +672.482 $ | 199.837.744 $ | | | |
|---|
| ARGENT CAPITAL MANAGEMENT LLC | 217.695.344 $ | +4.620.225 $ | 213.075.119 $ | -1.917.428 $ | 214.992.547 $ | +26.958.779 $ | 188.033.768 $ | |
|---|
| CULLEN/FROST BANKERS, INC. | 216.116.990 $ | +11.565.155 $ | 204.551.835 $ | -11.677.616 $ | 216.229.451 $ | +29.025.802 $ | 187.203.649 $ | |
|---|
| Crestwood Advisors Group, LLC | 197.215.188 $ | -12.605.822 $ | 209.821.010 $ | -4.575.360 $ | 214.396.370 $ | +34.243.986 $ | 180.152.384 $ | |
|---|
| HM PAYSON & CO | 213.824.345 $ | +11.176.123 $ | 202.648.222 $ | +1.022.684 $ | 201.625.538 $ | +36.087.919 $ | 165.537.619 $ | |
|---|
| Munro Partners | 213.548.432 $ | +11.810.151 $ | 201.738.281 $ | +24.139.224 $ | 177.599.057 $ | +20.348.786 $ | 157.250.271 $ | |
|---|
| Capital Group Private Client Services, Inc. | 72.001.298 $ | -1.612.399 $ | 73.613.697 $ | -139.764.621 $ | 213.378.318 $ | +10.450.770 $ | 202.927.548 $ | |
|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 212.213.849 $ | +12.875.666 $ | 199.338.183 $ | +1.762.767 $ | 197.575.416 $ | +35.222.163 $ | 162.353.253 $ | |
|---|
| CONGRESS ASSET MANAGEMENT CO | 209.423.406 $ | +6.488.871 $ | 202.934.535 $ | +1.471.840 $ | 201.462.695 $ | +25.406.939 $ | 176.055.756 $ | |
|---|
| Artemis Investment Management LLP | 170.791.797 $ | -7.181.106 $ | 177.972.903 $ | -30.981.153 $ | 208.954.056 $ | +32.049.547 $ | 176.904.509 $ | |
|---|
| PRUDENTIAL PLC | 208.023.525 $ | +5.880.796 $ | 202.142.729 $ | +14.042.570 $ | 188.100.159 $ | +45.218.895 $ | 142.881.264 $ | |
|---|
| BRADLEY FOSTER & SARGENT INC/CT | 207.528.931 $ | +11.430.525 $ | 196.098.406 $ | +213.851 $ | 195.884.555 $ | +36.263.074 $ | 159.621.481 $ | |
|---|
| RENAISSANCE TECHNOLOGIES LLC | 205.645.092 $ | +205.218.352 $ | | | | | 426.740 $ | |
|---|
| Elo Mutual Pension Insurance Co | 203.857.685 $ | +34.309.903 $ | 169.547.782 $ | -5.214.343 $ | 174.762.125 $ | +28.520.869 $ | 146.241.256 $ | |
|---|
| REGIONS FINANCIAL CORP | 202.481.536 $ | +10.155.343 $ | 192.326.193 $ | +329.448 $ | 191.996.745 $ | +25.627.503 $ | 166.369.242 $ | |
|---|
| Avanza Fonder AB | 170.285.377 $ | -32.165.409 $ | 202.450.786 $ | +6.256.671 $ | 196.194.115 $ | +35.733.469 $ | 160.460.646 $ | |
|---|
| NICHOLAS COMPANY, INC. | 201.633.734 $ | +9.827.482 $ | 191.806.252 $ | +4.325.650 $ | 187.480.602 $ | +24.926.453 $ | 162.554.149 $ | |
|---|
| Capital International, Inc./CA/ | 188.184.315 $ | +18.048.305 $ | 170.136.010 $ | | | | | |
|---|
| Andra AP-fonden | 186.966.047 $ | +140.977.550 $ | 45.988.497 $ | +1.240.396 $ | 44.748.101 $ | +6.036.660 $ | 38.711.441 $ | |
|---|
| Nearwater Capital Markets, Ltd | 63.475.500 $ | -90.948.081 $ | 154.423.581 $ | -31.202.298 $ | 185.625.879 $ | +101.911.479 $ | 83.714.400 $ | |
|---|
| PINNACLE FINANCIAL PARTNERS INC | | | 80.213.096 $ | -64.657.363 $ | 144.870.459 $ | -39.382.438 $ | 184.252.897 $ | |
|---|
| J. Safra Sarasin Holding AG | 182.650.136 $ | +11.581.256 $ | 171.068.880 $ | +9.924.661 $ | 161.144.219 $ | +3.268.381 $ | 157.875.838 $ | |
|---|
| Louisiana State Employees Retirement System | 174.476.838 $ | -6.756.240 $ | 181.233.078 $ | +2.627.679 $ | 178.605.399 $ | +22.211.679 $ | 156.393.720 $ | |
|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 180.891.792 $ | +3.784.703 $ | 177.107.089 $ | +11.156.325 $ | 165.950.764 $ | +28.270.447 $ | 137.680.317 $ | |
|---|
| CAPITAL ADVISORS INC/OK | 178.240.964 $ | +15.515.603 $ | 162.725.361 $ | +963.866 $ | 161.761.495 $ | +23.378.862 $ | 138.382.633 $ | |
|---|
| Leonteq Securities AG | 177.904.515 $ | +74.522.835 $ | 103.381.680 $ | -28.951.297 $ | 132.332.977 $ | +75.197.742 $ | 57.135.235 $ | |
|---|
| Ethic Inc. | 177.031.647 $ | +12.995.040 $ | 164.036.607 $ | -1.846.541 $ | 165.883.148 $ | +28.200.151 $ | 137.682.997 $ | |
|---|
| L1 Capital International Pty Ltd | 173.892.171 $ | +137.743.923 $ | 36.148.248 $ | | | | | |
|---|
| D.A. DAVIDSON & CO. | 173.681.988 $ | +15.100.190 $ | 158.581.798 $ | +4.699.677 $ | 153.882.121 $ | +22.077.794 $ | 131.804.327 $ | |
|---|
| James Hambro & Partners LLP | 172.867.945 $ | +21.436.937 $ | 151.431.008 $ | +4.629.152 $ | 146.801.856 $ | +25.835.857 $ | 120.965.999 $ | |
|---|
| FINANCIAL COUNSELORS INC | | | | | | | 171.643.440 $ | |
|---|
| Trexquant Investment LP | 165.384.838 $ | +67.974.584 $ | 97.410.254 $ | +49.222.557 $ | 48.187.697 $ | -14.103.998 $ | 62.291.695 $ | |
|---|
| EASTERN BANK | 163.338.619 $ | +7.545.799 $ | 155.792.820 $ | +1.476.088 $ | 154.316.732 $ | +18.444.075 $ | 135.872.657 $ | |
|---|
| Bowie Capital Management, LLC | 109.072.144 $ | +889.127 $ | 108.183.017 $ | -9.225.517 $ | 117.408.534 $ | -43.618.587 $ | 161.027.121 $ | |
|---|
| WESTWOOD HOLDINGS GROUP INC | 135.752.167 $ | -23.454.833 $ | 159.207.000 $ | | | | | |
|---|
| Atreides Management, LP | 158.757.765 $ | +14.086.166 $ | 144.671.599 $ | +13.538.509 $ | | | 131.133.090 $ | |
|---|
| Illinois Municipal Retirement Fund | 157.737.772 $ | +8.500.434 $ | 149.237.338 $ | +5.249.706 $ | 143.987.632 $ | +18.206.746 $ | 125.780.886 $ | |
|---|
| CITIZENS FINANCIAL GROUP INC/RI | 156.973.151 $ | +8.895.281 $ | 148.077.870 $ | +13.834.583 $ | 134.243.287 $ | +63.707.831 $ | 70.535.456 $ | |
|---|
| Generate Investment Management Ltd | 156.873.120 $ | +63.159.766 $ | 93.713.354 $ | +5.929.491 $ | 87.783.863 $ | -23.089.581 $ | 110.873.444 $ | |
|---|
| UMB Bank, n.a. | 156.747.092 $ | +11.590.243 $ | 145.156.849 $ | -1.161.582 $ | 146.318.431 $ | +10.997.718 $ | 135.320.713 $ | |
|---|
| Silvant Capital Management LLC | 155.985.617 $ | | | | | | | |
|---|
| OPPENHEIMER & CO INC | | | 155.421.966 $ | | | | | |
|---|
| Badgley Phelps Wealth Managers, LLC | 154.887.607 $ | +22.149.637 $ | 132.737.970 $ | -402.582 $ | 133.140.552 $ | +17.397.022 $ | 115.743.530 $ | |
|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 153.696.848 $ | +19.917.457 $ | 133.779.391 $ | +12.138.678 $ | 121.640.713 $ | +16.068.136 $ | 105.572.577 $ | |
|---|
| MOORE CAPITAL MANAGEMENT, LP | 135.786.790 $ | +2.031.114 $ | 133.755.676 $ | -17.627.812 $ | 151.383.488 $ | +141.775.929 $ | 9.607.559 $ | |
|---|
| DAVIS R M INC | 149.659.550 $ | +9.751.287 $ | 139.908.263 $ | +334.085 $ | 139.574.178 $ | +22.106.779 $ | 117.467.399 $ | |
|---|
| Equitable Holdings, Inc. | 148.090.650 $ | +18.285.038 $ | 129.805.612 $ | +11.266.124 $ | 118.539.488 $ | +28.794.036 $ | 89.745.452 $ | |
|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 148.044.374 $ | +10.136.118 $ | 137.908.256 $ | +16.582.004 $ | 121.326.252 $ | +17.372.563 $ | 103.953.689 $ | |
|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 147.933.657 $ | +8.943.026 $ | 138.990.631 $ | +986.676 $ | 138.003.955 $ | +21.882.759 $ | 116.121.196 $ | |
|---|
| Crossmark Global Holdings, Inc. | 147.356.872 $ | +28.408.996 $ | 118.947.876 $ | -359.697 $ | 119.307.573 $ | +20.975.307 $ | 98.332.266 $ | |
|---|
| Stratos Wealth Partners, LTD. | 144.057.109 $ | +7.721.667 $ | 136.335.442 $ | | | | | |
|---|
| RIVERBRIDGE PARTNERS LLC | 140.284.613 $ | +1.437.789 $ | 138.846.824 $ | -4.548.716 $ | 143.395.540 $ | +15.383.804 $ | 128.011.736 $ | |
|---|
| Alpha Cubed Investments, LLC | 141.403.063 $ | +13.983.115 $ | 127.419.948 $ | +3.494.910 $ | 123.925.038 $ | +32.048.516 $ | 91.876.522 $ | |
|---|
| HOEY INVESTMENTS, INC | 140.886.066 $ | +6.296.462 $ | 134.589.604 $ | +726.161 $ | 133.863.443 $ | +20.984.277 $ | 112.879.166 $ | |
|---|
| Gradient Investments LLC | 140.404.945 $ | +14.834.046 $ | 125.570.899 $ | +4.838.913 $ | 120.731.986 $ | +17.352.482 $ | 103.379.504 $ | |
|---|
| PEREGRINE CAPITAL MANAGEMENT LLC | 132.131.062 $ | -5.707.079 $ | 137.838.141 $ | -2.457.815 $ | 140.295.956 $ | +11.664.214 $ | 128.631.742 $ | |
|---|
| Kentucky Retirement Systems | 138.981.800 $ | +6.739.180 $ | 132.242.620 $ | +240.045 $ | 132.002.575 $ | +10.024.986 $ | 121.977.589 $ | |
|---|
| STEPHENS INC /AR/ | 138.515.678 $ | +14.324.808 $ | 124.190.870 $ | +10.179.372 $ | 114.011.498 $ | +23.815.320 $ | 90.196.178 $ | |
|---|
| Greenbrier Partners Capital Management, LLC | 144.412 $ | -137.409.386 $ | 137.553.798 $ | -262.173 $ | 137.815.971 $ | | | |
|---|
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | | | 22.098.403 $ | -114.957.821 $ | 137.056.224 $ | +20.242.102 $ | 116.814.122 $ | |
|---|
| GCQ FUNDS MANAGEMENT PTY Ltd | 136.215.422 $ | +22.642.620 $ | 113.572.802 $ | -9.021.014 $ | 122.593.816 $ | +62.353.314 $ | 60.240.502 $ | |
|---|
| Alua Capital Management LP | 136.206.882 $ | | | | | | | |
|---|
| Marathon Asset Management Ltd | 116.930.373 $ | +3.367.962 $ | 113.562.411 $ | -22.273.980 $ | 135.836.391 $ | +23.606.740 $ | 112.229.651 $ | |
|---|
| OVERSEA-CHINESE BANKING Corp Ltd | 134.807.350 $ | +22.995.203 $ | 111.812.147 $ | -6.127.568 $ | 117.939.715 $ | +21.910.259 $ | 96.029.456 $ | |
|---|
| ASSOCIATED BANC-CORP | 134.181.897 $ | +11.631.098 $ | 122.550.799 $ | +11.522.128 $ | 111.028.671 $ | +14.397.330 $ | 96.631.341 $ | |
|---|
| Empowered Funds, LLC | | | 134.078.005 $ | +37.902.914 $ | 96.175.091 $ | +44.086.089 $ | 52.089.002 $ | |
|---|
| BIT Capital GmbH | 88.424.141 $ | -45.002.620 $ | 133.426.761 $ | +55.044.857 $ | 78.381.904 $ | +40.892.313 $ | 37.489.591 $ | |
|---|
| Busey Bank | 133.336.192 $ | +8.370.088 $ | 124.966.104 $ | +3.096.895 $ | 121.869.209 $ | +15.377.427 $ | 106.491.782 $ | |
|---|
| Governors Lane LP | 97.861.448 $ | -34.350.432 $ | 132.211.880 $ | +61.693.133 $ | 70.518.747 $ | +23.067.903 $ | 47.450.844 $ | |
|---|
| CASTLEARK MANAGEMENT LLC | 108.981.432 $ | +23.215.853 $ | 85.765.579 $ | -45.562.811 $ | 131.328.390 $ | +22.779.162 $ | 108.549.228 $ | |
|---|
| Capital International Sarl | 131.323.423 $ | +36.867.044 $ | 94.456.379 $ | | | | | |
|---|
| Allworth Financial LP | 130.676.014 $ | +20.072.833 $ | 110.603.181 $ | +4.435.382 $ | 106.167.799 $ | +37.557.156 $ | 68.610.643 $ | |
|---|
| Select Equity Group, L.P. | 130.481.854 $ | +32.044.012 $ | 98.437.842 $ | +3.220.169 $ | 95.217.673 $ | +18.507.505 $ | 76.710.168 $ | |
|---|
| Kapitalo Investimentos Ltda | 130.382.370 $ | +27.191.496 $ | 103.190.874 $ | -2.454.738 $ | 105.645.612 $ | +4.162.434 $ | 101.483.178 $ | |
|---|
| Meridiem Capital Partners LP | 130.323.973 $ | +95.707.226 $ | 34.616.747 $ | | | | | |
|---|
| WELCH & FORBES LLC | 129.990.075 $ | +9.199.248 $ | 120.790.827 $ | | | | | |
|---|
| Patient Capital Management, LLC | 129.849.857 $ | +6.456.797 $ | 123.393.060 $ | | | | | |
|---|
| HARTFORD INVESTMENT MANAGEMENT CO | 129.726.149 $ | +4.874.914 $ | 124.851.235 $ | -202.381 $ | 125.053.616 $ | +15.553.849 $ | 109.499.767 $ | |
|---|
| CHILTON CAPITAL MANAGEMENT LLC | 127.725.863 $ | +11.992.272 $ | 115.733.591 $ | +3.984.661 $ | 111.748.930 $ | +28.061.737 $ | 83.687.193 $ | |
|---|
| Gladius Capital Management LP | 125.224.698 $ | +75.889.075 $ | 49.335.623 $ | +36.487.486 $ | 12.848.137 $ | -15.569.287 $ | 28.417.424 $ | |
|---|
| Cohen Klingenstein LLC | 124.544.702 $ | +4.094.089 $ | 120.450.613 $ | +98.744 $ | 120.351.869 $ | +15.979.989 $ | 104.371.880 $ | |
|---|
| NORTHEAST INVESTMENT MANAGEMENT | 123.015.057 $ | +4.997.719 $ | 118.017.338 $ | -1.167.596 $ | 119.184.934 $ | +14.721.730 $ | 104.463.204 $ | |
|---|
| CIBC Capital Markets (Europe) S.A. | | | 121.881.990 $ | +95.315.177 $ | 26.566.813 $ | +19.527.193 $ | 7.039.620 $ | |
|---|
| PINNACLE ASSOCIATES LTD | 121.526.518 $ | +5.515.593 $ | 116.010.925 $ | | | | | |
|---|
| Advisory Services Network, LLC | 121.059.786 $ | +5.902.548 $ | 115.157.238 $ | -4.754.884 $ | 119.912.122 $ | +22.557.711 $ | 97.354.411 $ | |
|---|
| BNP PARIBAS | 115.152.207 $ | -5.414.069 $ | 120.566.276 $ | +1.554.678 $ | 119.011.598 $ | +8.906.902 $ | 110.104.696 $ | |
|---|
| NS Partners Ltd | 119.518.365 $ | +7.220.606 $ | 112.297.759 $ | +12.950.508 $ | 99.347.251 $ | +11.260.486 $ | 88.086.765 $ | |
|---|
| Marathon Trading Investment Management LLC | 118.960.243 $ | +68.788.498 $ | 50.171.745 $ | +39.518.605 $ | 10.653.140 $ | +6.649.879 $ | 4.003.261 $ | |
|---|
| MCDONALD CAPITAL INVESTORS INC/CA | 118.115.210 $ | +1.465.574 $ | 116.649.636 $ | | | | | |
|---|
| Quadrature Capital Ltd | 117.963.331 $ | +87.038.178 $ | | | 30.925.153 $ | | | |
|---|
| Douglas Lane & Associates, LLC | 117.079.841 $ | +15.443.877 $ | 101.635.964 $ | +21.003.473 $ | 80.632.491 $ | +31.802.514 $ | 48.829.977 $ | |
|---|
| FERNBRIDGE CAPITAL MANAGEMENT LP | | | | | 117.025.039 $ | +8.150.276 $ | 108.874.763 $ | |
|---|
| Atria Investments, Inc | 114.513.478 $ | +968.303 $ | 113.545.175 $ | -3.470.299 $ | 117.015.474 $ | +13.151.774 $ | 103.863.700 $ | |
|---|
| HMI Capital Management, L.P. | 116.910.330 $ | | | | | | | |
|---|
| Barton Investment Management | 116.720.135 $ | +4.149.450 $ | 112.570.685 $ | -732.184 $ | 113.302.869 $ | +14.387.265 $ | 98.915.604 $ | |
|---|
| Covea Finance | 115.617.507 $ | +42.413.089 $ | 73.204.418 $ | -7.004.347 $ | 80.208.765 $ | -9.724.093 $ | 89.932.858 $ | |
|---|
| Tower Research Capital LLC (TRC) | 115.024.299 $ | +65.173.565 $ | 49.850.734 $ | -23.836.443 $ | 73.687.177 $ | -22.822.410 $ | 96.509.587 $ | |
|---|
| Maven Securities LTD | 114.122.394 $ | +99.619.884 $ | 14.502.510 $ | | | | | |
|---|
| Carnegie Investment Counsel | 112.030.120 $ | +9.095.688 $ | 102.934.432 $ | | | | | |
|---|
| Merit Financial Group, LLC | 111.090.800 $ | +21.167.186 $ | 89.923.614 $ | +6.168.547 $ | 83.755.067 $ | +24.613.886 $ | 59.141.181 $ | |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 110.949.169 $ | +5.958.346 $ | 104.990.823 $ | | | | | |
|---|
| Maryland State Retirement & Pension System | 110.786.445 $ | +6.036.405 $ | 104.750.040 $ | | | | | |
|---|
| Apollon Wealth Management, LLC | 110.706.209 $ | +5.607.031 $ | 105.099.178 $ | +3.359.238 $ | 101.739.940 $ | +14.073.024 $ | 87.666.916 $ | |
|---|
| CHILTON INVESTMENT CO INC. | 110.506.922 $ | +96.989.095 $ | 13.517.827 $ | +7.873.361 $ | 5.644.466 $ | -3.754.188 $ | 9.398.654 $ | |
|---|
| WOLVERINE ASSET MANAGEMENT LLC | 90.596.850 $ | -19.429.677 $ | 110.026.527 $ | +5.355.558 $ | 104.670.969 $ | +33.583.555 $ | 71.087.414 $ | |
|---|
| BLI - Banque de Luxembourg Investments | 109.128.432 $ | +24.278.879 $ | 84.849.553 $ | +3.394.929 $ | 81.454.624 $ | -10.315.941 $ | 91.770.565 $ | |
|---|
| Ursa Fund Management, LLC | 107.792.940 $ | | | | | | | |
|---|
| GREENLEAF TRUST | 106.978.838 $ | +4.825.652 $ | 102.153.186 $ | -4.230.122 $ | 106.383.308 $ | +9.524.225 $ | 96.859.083 $ | |
|---|
| RiverFront Investment Group, LLC | 102.789.387 $ | -4.069.371 $ | 106.858.758 $ | +9.038.478 $ | 97.820.280 $ | +58.794.091 $ | 39.026.189 $ | |
|---|
| Annex Advisory Services, LLC | 106.366.669 $ | +11.732.407 $ | 94.634.262 $ | +5.018.489 $ | 89.615.773 $ | +25.221.359 $ | 64.394.414 $ | |
|---|
| Integrated Wealth Concepts LLC | 66.076.472 $ | -40.165.780 $ | 106.242.252 $ | +3.269.782 $ | 102.972.470 $ | +18.986.047 $ | 83.986.423 $ | |
|---|
| Callan Family Office, LLC | 105.933.569 $ | +30.290.662 $ | 75.642.907 $ | | | | | |
|---|
| Oriental Harbor Investment Master Fund | 42.399.325 $ | +3.018.348 $ | 39.380.977 $ | -39.416.232 $ | 78.797.209 $ | -26.878.712 $ | 105.675.921 $ | |
|---|
| BOKF, NA | 99.923.824 $ | -5.256.135 $ | 105.179.959 $ | +6.666.170 $ | 98.513.789 $ | +12.922.094 $ | 85.591.695 $ | |
|---|
| Farther Finance Advisors, LLC | 104.995.345 $ | +33.749.829 $ | 71.245.516 $ | +19.032.033 $ | 52.213.483 $ | +12.951.101 $ | 39.262.382 $ | |
|---|
| ALTA CAPITAL MANAGEMENT LLC/ | 98.529.672 $ | -5.365.143 $ | 103.894.815 $ | -601.080 $ | 104.495.895 $ | +18.345.026 $ | 86.150.869 $ | |
|---|
| Senator Investment Group LP | 99.252.600 $ | -5.078.501 $ | 104.331.101 $ | +26.447.651 $ | 77.883.450 $ | +24.135.000 $ | 53.748.450 $ | |
|---|
| Oribel Capital Management, LP | 5.839.746 $ | -98.458.260 $ | | | 104.298.006 $ | +100.987.482 $ | 3.310.524 $ | |
|---|
| SteelPeak Wealth, LLC | 104.223.789 $ | +7.165.268 $ | 97.058.521 $ | | | | | |
|---|
| MIRAE ASSET SECURITIES (USA) INC. | 104.132.827 $ | +78.663.146 $ | 25.469.681 $ | | | | | |
|---|
| Quarry LP | 104.016.725 $ | +102.485.663 $ | 1.531.062 $ | +113.803 $ | 1.417.259 $ | +320.982 $ | 1.096.277 $ | |
|---|
| BARR E S & CO | 103.335.575 $ | +4.649.618 $ | 98.685.957 $ | -708.902 $ | 99.394.859 $ | +14.889.357 $ | 84.505.502 $ | |
|---|
| PROFUND ADVISORS LLC | 101.396.225 $ | +764.879 $ | 100.631.346 $ | | | | | |
|---|
| J.W. COLE ADVISORS, INC. | 82.777.677 $ | -18.421.551 $ | 101.199.228 $ | | | | | |
|---|
| DAVIDSON INVESTMENT ADVISORS | 100.627.826 $ | +4.918.800 $ | 95.709.026 $ | -183.272 $ | 95.892.298 $ | +16.735.196 $ | 79.157.102 $ | |
|---|
| Gladstone Capital Management LLP | 691.460 $ | +669.503 $ | 21.957 $ | -100.531.720 $ | 100.553.677 $ | +14.981.485 $ | 85.572.192 $ | |
|---|
| VERUS CAPITAL PARTNERS, LLC | 100.528.280 $ | +5.280.920 $ | 95.247.360 $ | -254.074 $ | 95.501.434 $ | +14.407.781 $ | 81.093.653 $ | |
|---|
| Alphadyne Asset Management LP | 100.208.426 $ | +95.704.387 $ | 4.504.039 $ | +2.463.712 $ | 2.040.327 $ | | | |
|---|
| Kingsview Wealth Management, LLC | 89.119.920 $ | +8.413.161 $ | 80.706.759 $ | -1.176.726 $ | 81.883.485 $ | -18.308.886 $ | 100.192.371 $ | |
|---|
| Prospera Financial Services Inc | 98.170.564 $ | -1.822.317 $ | 99.992.881 $ | +4.023.194 $ | 95.969.687 $ | +23.269.060 $ | 72.700.627 $ | |
|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 99.904.249 $ | +12.582.233 $ | 87.322.016 $ | +3.611.322 $ | 83.710.694 $ | +13.302.191 $ | 70.408.503 $ | |
|---|
| Lombard Odier Asset Management (Switzerland) SA | 99.363.855 $ | +10.714.224 $ | 88.649.631 $ | +566.521 $ | 88.083.110 $ | +12.934.405 $ | 75.148.705 $ | |
|---|
| Horizon Investments, LLC | 88.847.696 $ | -10.172.665 $ | 99.020.361 $ | +11.307.581 $ | 87.712.780 $ | +70.281.730 $ | 17.431.050 $ | |
|---|
| FISHMAN JAY A LTD/MI | 99.014.394 $ | +4.438.349 $ | 94.576.045 $ | -2.690.731 $ | 97.266.776 $ | +13.226.841 $ | 84.039.935 $ | |
|---|
| Auto-Owners Insurance Co | 98.448.885 $ | +19.776.954 $ | 78.671.931 $ | +64.494 $ | 78.607.437 $ | +0 $ | 78.607.437 $ | |
|---|
| Manchester Global Management (UK) Ltd | 61.234.238 $ | -10.618.947 $ | 71.853.185 $ | -3.912.055 $ | 75.765.240 $ | -22.662.917 $ | 98.428.157 $ | |
|---|
| Hosking Partners LLP | 97.868.142 $ | +4.796.810 $ | 93.071.332 $ | -43.488 $ | 93.114.820 $ | +10.905.567 $ | 82.209.253 $ | |
|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 97.493.982 $ | +82.533.012 $ | 14.960.970 $ | -646.494 $ | 15.607.464 $ | -49.372.424 $ | 64.979.888 $ | |
|---|
| CYPRESS FUNDS LLC | 81.650.036 $ | -15.448.868 $ | 97.098.904 $ | | | | | |
|---|
| MIRABELLA FINANCIAL SERVICES LLP | 5.010.178 $ | -15.974.273 $ | 20.984.451 $ | +8.465.744 $ | 12.518.707 $ | -83.728.197 $ | 96.246.904 $ | |
|---|
| Bronte Capital Management Pty Ltd. | 64.085.096 $ | -7.383.870 $ | 71.468.966 $ | -24.422.763 $ | 95.891.729 $ | +20.217.212 $ | 75.674.517 $ | |
|---|
| TRIGLAV INVESTMENTS, D.O.O. | 95.505.932 $ | +7.824.598 $ | 87.681.334 $ | +16.132 $ | 87.665.202 $ | +5.569.534 $ | 82.095.668 $ | |
|---|
| AG2R LA MONDIALE GESTION D'ACTIFS | 94.659.282 $ | +10.674.815 $ | 83.984.467 $ | +0 $ | 83.984.467 $ | +6.823.213 $ | 77.161.254 $ | |
|---|
| Crow's Nest Holdings LP | 76.170.600 $ | -5.564.333 $ | 81.734.933 $ | -12.824.287 $ | | | 94.559.220 $ | |
|---|
| Maple Capital Management, Inc. | 94.356.733 $ | +5.653.913 $ | 88.702.820 $ | +2.034.117 $ | 86.668.703 $ | +15.079.763 $ | 71.588.940 $ | |
|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 93.891.344 $ | +27.236.699 $ | 66.654.645 $ | -23.835.613 $ | 90.490.258 $ | +48.953.646 $ | 41.536.612 $ | |
|---|
| WASHINGTON TRUST Co | 93.389.080 $ | +3.518.640 $ | 89.870.440 $ | +336.723 $ | 89.533.717 $ | +11.584.956 $ | 77.948.761 $ | |
|---|
| J. Stern & Co. LLP | 87.982.814 $ | -5.351.562 $ | 93.334.376 $ | +10.884.710 $ | 82.449.666 $ | +8.685.990 $ | 73.763.676 $ | |
|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 71.488.416 $ | +3.277.019 $ | 68.211.397 $ | -24.968.582 $ | 93.179.979 $ | +15.657.591 $ | 77.522.388 $ | |
|---|
| Parallel Advisors, LLC | 92.964.797 $ | +6.311.594 $ | 86.653.203 $ | +1.870.201 $ | 84.783.002 $ | +12.421.124 $ | 72.361.878 $ | |
|---|
| COOKSON PEIRCE & CO INC | 92.963.901 $ | +4.192.855 $ | 88.771.046 $ | -59.958 $ | 88.831.004 $ | +12.900.147 $ | 75.930.857 $ | |
|---|
| SBI Securities Co., Ltd. | 91.861.282 $ | +3.944.576 $ | 87.916.706 $ | -4.370.794 $ | 92.287.500 $ | +10.885.330 $ | 81.402.170 $ | |
|---|
| WESBANCO BANK INC | 91.752.584 $ | +7.435.046 $ | 84.317.538 $ | -174.628 $ | 84.492.166 $ | +18.970.797 $ | 65.521.369 $ | |
|---|
| Cercano Management LLC | | | | | | | 90.657.748 $ | |
|---|
| OAKMONT Corp | | | | | 89.924.231 $ | +11.624.631 $ | 78.299.600 $ | |
|---|
| Mesirow Financial Investment Management, Inc. | 79.517.489 $ | -10.026.685 $ | 89.544.174 $ | | | | | |
|---|
| Impax Asset Management Group plc | 89.427.285 $ | +9.864.339 $ | 79.562.946 $ | -47.981 $ | 79.610.927 $ | +38.727.858 $ | 40.883.069 $ | |
|---|
| Capula Management Ltd | 37.865.097 $ | -51.532.390 $ | 89.397.487 $ | +80.775.460 $ | 8.622.027 $ | -6.991.660 $ | 15.613.687 $ | |
|---|
| Iron Gate Global Advisors LLC | 88.854.626 $ | +3.369.017 $ | 85.485.609 $ | | | | | |
|---|
| Meridian Wealth Management, LLC | 88.592.545 $ | +15.590.049 $ | 73.002.496 $ | +1.886.244 $ | 71.116.252 $ | +9.155.950 $ | 61.960.302 $ | |
|---|
| Calamos Wealth Management LLC | 88.537.073 $ | +7.310.225 $ | 81.226.848 $ | | | | | |
|---|
| MMBG INVESTMENT ADVISORS CO. | 88.022.053 $ | +3.700.586 $ | 84.321.467 $ | +2.488.558 $ | 81.832.909 $ | +11.692.799 $ | 70.140.110 $ | |
|---|
| Clearstead Advisors, LLC | 87.956.485 $ | +9.927.469 $ | 78.029.016 $ | +13.264.676 $ | | | 64.764.340 $ | |
|---|
| Thomasville National Bank | 87.894.871 $ | +5.771.300 $ | 82.123.571 $ | +606.583 $ | 81.516.988 $ | +10.240.455 $ | 71.276.533 $ | |
|---|
| AVENIR CORP | 87.419.728 $ | +3.062.142 $ | 84.357.586 $ | -3.438.562 $ | 87.796.148 $ | +10.907.706 $ | 76.888.442 $ | |
|---|
| Caprock Group, LLC | 87.461.835 $ | +9.868.999 $ | 77.592.836 $ | +16.858.426 $ | | | 60.734.410 $ | |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 86.785.289 $ | +6.074.513 $ | 80.710.776 $ | +1.184.176 $ | 79.526.600 $ | +16.707.102 $ | 62.819.498 $ | |
|---|
| Zweig-DiMenna Associates LLC | 84.891.903 $ | +5.520.861 $ | 79.371.042 $ | +1.425.285 $ | 77.945.757 $ | +21.988.579 $ | 55.957.178 $ | |
|---|
| Avalon Trust Co | 84.573.603 $ | +4.501.913 $ | 80.071.690 $ | +2.026.988 $ | 78.044.702 $ | +7.832.806 $ | 70.211.896 $ | |
|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 84.250.685 $ | +32.059.994 $ | 52.190.691 $ | +21.724 $ | 52.168.967 $ | +30.656.079 $ | 21.512.888 $ | |
|---|
| DOCK STREET ASSET MANAGEMENT INC | | | | | | | 84.234.571 $ | |
|---|
| SEGALL BRYANT & HAMILL, LLC | 79.737.000 $ | -2.063.364 $ | 81.800.364 $ | -2.145.929 $ | 83.946.293 $ | +19.939.595 $ | 64.006.698 $ | |
|---|
| Bleakley Financial Group, LLC | 83.675.821 $ | +10.856.302 $ | 72.819.519 $ | +2.715.009 $ | 70.104.510 $ | +12.333.323 $ | 57.771.187 $ | |
|---|
| Baader Bank Aktiengesellschaft | 83.308.858 $ | +6.717.232 $ | 76.591.626 $ | +1.447.079 $ | 75.144.547 $ | +7.001.259 $ | 68.143.288 $ | |
|---|
| GuoLine Advisory Pte Ltd | 81.451.762 $ | +18.725.004 $ | 62.726.758 $ | +51.423 $ | 62.675.335 $ | +8.321.858 $ | 54.353.477 $ | |
|---|
| Arkadios Wealth Advisors | 81.141.366 $ | +16.732.494 $ | 64.408.872 $ | +7.194.020 $ | 57.214.852 $ | +8.075.611 $ | 49.139.241 $ | |
|---|
| Bain Capital Public Equity Management II, LLC | | | 81.123.430 $ | +38.171.036 $ | 42.952.394 $ | -12.836.214 $ | 55.788.608 $ | |
|---|
| KLINGENSTEIN FIELDS & CO LP | | | | | 80.764.699 $ | +4.886.918 $ | 75.877.781 $ | |
|---|
| Aureus Asset Management, LLC | 62.800.097 $ | +4.821.342 $ | 57.978.755 $ | -22.422.463 $ | 80.401.218 $ | +12.140.264 $ | 68.260.954 $ | |
|---|
| AMI ASSET MANAGEMENT CORP | 80.394.091 $ | +2.033.196 $ | 78.360.895 $ | -1.469.240 $ | 79.830.135 $ | +6.547.887 $ | 73.282.248 $ | |
|---|
| MEYER HANDELMAN CO | 80.165.864 $ | +6.080.311 $ | 74.085.553 $ | +1.746.747 $ | 72.338.806 $ | +10.047.111 $ | 62.291.695 $ | |
|---|
| Empirical Finance, LLC | 79.183.493 $ | +3.500.788 $ | 75.682.705 $ | +14.592.312 $ | | | 61.090.393 $ | |
|---|
| PICTON MAHONEY ASSET MANAGEMENT | 79.101.322 $ | +79.048.000 $ | 53.322 $ | -583 $ | 53.905 $ | +7.624 $ | 46.281 $ | |
|---|
| FRANKLIN STREET ADVISORS INC /NC | 78.803.968 $ | +6.336.394 $ | 72.467.574 $ | +72.401.660 $ | 65.914 $ | +8.694 $ | 57.220 $ | |
|---|
| Dana Investment Advisors, Inc. | 78.532.535 $ | +7.274.868 $ | 71.257.667 $ | +7.510.436 $ | 63.747.231 $ | +7.316.153 $ | 56.431.078 $ | |
|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 77.632.383 $ | -139.530 $ | 77.771.913 $ | | | | | |
|---|
| F/m Investments LLC | 77.690.781 $ | +4.694.734 $ | 72.996.047 $ | +2.149.970 $ | 70.846.077 $ | +9.301.343 $ | 61.544.734 $ | |
|---|
| BOWEN HANES & CO INC | 67.492 $ | -51.338.676 $ | 51.406.168 $ | -26.168.381 $ | 77.574.549 $ | +11.264.753 $ | 66.309.796 $ | |
|---|
| Ironvine Capital Partners, LLC | 77.482.350 $ | +3.319.728 $ | 74.162.622 $ | -978.453 $ | 75.141.075 $ | +10.381.327 $ | 64.759.748 $ | |
|---|
| OneDigital Investment Advisors LLC | 77.281.104 $ | +5.694.737 $ | 71.586.367 $ | -821.510 $ | 72.407.877 $ | +10.582.158 $ | 61.825.719 $ | |
|---|
| CreativeOne Wealth, LLC | 77.205.452 $ | +4.163.995 $ | 73.041.457 $ | +1.153.985 $ | 71.887.472 $ | +12.954.321 $ | 58.933.151 $ | |
|---|
| Spire Wealth Management | 76.712.605 $ | +6.719.099 $ | 69.993.506 $ | +2.731.910 $ | 67.261.596 $ | -1.326.169 $ | 68.587.765 $ | |
|---|
| COMMUNITY TRUST & INVESTMENT CO | 76.340.938 $ | +2.463.083 $ | 73.877.855 $ | -1.230.969 $ | 75.108.824 $ | +10.077.943 $ | 65.030.881 $ | |
|---|
| LOGAN CAPITAL MANAGEMENT INC | 75.841.451 $ | +4.751.491 $ | 71.089.960 $ | | | | | |
|---|
| YCG, LLC | 45.713.921 $ | -29.765.700 $ | 75.479.621 $ | +2.186.669 $ | 73.292.952 $ | +9.274.441 $ | 64.018.511 $ | |
|---|
| TPG GP A, LLC | | | | | | | 75.363.889 $ | |
|---|
| Canada Post Corp Registered Pension Plan | 75.284.944 $ | +23.290.055 $ | 51.994.889 $ | +15.524.592 $ | 36.470.297 $ | | | |
|---|
| Think Investments LP | 75.079.976 $ | +3.659.344 $ | 71.420.632 $ | | | | | |
|---|
| Destination Wealth Management | 74.658.628 $ | +6.258.786 $ | 68.399.842 $ | -726.955 $ | 69.126.797 $ | +9.280.526 $ | 59.846.271 $ | |
|---|
| PRINCIPAL SECURITIES, INC. | 74.636.072 $ | +5.353.839 $ | 69.282.233 $ | +2.756.012 $ | 66.526.221 $ | +7.400.057 $ | 59.126.164 $ | |
|---|
| TRUST CO OF VERMONT | 74.627.569 $ | +4.778.839 $ | 69.848.730 $ | +658.389 $ | 69.190.341 $ | +9.365.748 $ | 59.824.593 $ | |
|---|
| KEYSTONE INVESTORS PTE LTD | 74.592.253 $ | | | | | | | |
|---|
| Northwest & Ethical Investments L.P. | 74.512.457 $ | +3.145.683 $ | 71.366.774 $ | +12.908.817 $ | 58.457.957 $ | +6.684.499 $ | 51.773.458 $ | |
|---|
| Florida Trust Wealth Management Co | 74.311.576 $ | +3.867.372 $ | 70.444.204 $ | +438.171 $ | 70.006.033 $ | +10.161.081 $ | 59.844.952 $ | |
|---|
| Night Owl Capital Management, LLC | 60.676.577 $ | +3.917.952 $ | 56.758.625 $ | -17.524.196 $ | 74.282.821 $ | +13.716.214 $ | 60.566.607 $ | |
|---|
| CENTRAL TRUST Co | 74.174.992 $ | +2.788.173 $ | 71.386.819 $ | -998.719 $ | 72.385.538 $ | +9.475.051 $ | 62.910.487 $ | |
|---|
| DRW Securities, LLC | 21.265.677 $ | -36.144.442 $ | 57.410.119 $ | -16.746.114 $ | 74.156.233 $ | +23.017.009 $ | 51.139.224 $ | |
|---|
| STALEY CAPITAL ADVISERS INC | 74.108.099 $ | +3.675.431 $ | 70.432.668 $ | -211.672 $ | 70.644.340 $ | +10.695.609 $ | 59.948.731 $ | |
|---|
| Obermeyer Wealth Partners | 74.009.656 $ | +3.718.822 $ | 70.290.834 $ | | | | | |
|---|
| HighPoint Advisor Group LLC | | | 73.739.339 $ | +581.063 $ | 73.158.276 $ | +11.803.507 $ | 61.354.769 $ | |
|---|
| Howard Capital Management Inc. | 73.474.440 $ | +13.911.420 $ | 59.563.020 $ | | | | | |
|---|
| Baker Avenue Asset Management, LP | 73.449.674 $ | +3.941.349 $ | 69.508.325 $ | +4.065.137 $ | 65.443.188 $ | +8.230.725 $ | 57.212.463 $ | |
|---|
| FIRST FOUNDATION ADVISORS | 67.156.386 $ | -318.573 $ | 67.474.959 $ | -5.683.488 $ | 73.158.447 $ | +7.387.087 $ | 65.771.360 $ | |
|---|
| Chesley Taft & Associates LLC | 72.794.165 $ | | | | | | | |
|---|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 71.746.011 $ | +3.828.619 $ | 67.917.392 $ | +1.789.297 $ | 66.128.095 $ | +9.053.329 $ | 57.074.766 $ | |
|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 71.133.185 $ | +9.117.614 $ | 62.015.571 $ | +11.046.228 $ | 50.969.343 $ | +24.269.966 $ | 26.699.377 $ | |
|---|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 70.686.086 $ | +3.445.189 $ | 67.240.897 $ | +54.162 $ | 67.186.735 $ | | | |
|---|
| Vise Technologies, Inc. | 70.301.206 $ | +24.575.021 $ | 45.726.185 $ | | | | | |
|---|
| PECONIC PARTNERS LLC | 70.164.664 $ | +69.290.775 $ | 873.889 $ | | | | | |
|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 69.856.825 $ | +3.432.328 $ | 66.424.497 $ | | | | | |
|---|
| Ameritas Investment Partners, Inc. | 69.535.102 $ | +639.415 $ | 68.895.687 $ | -205.360 $ | 69.101.047 $ | +9.765.346 $ | 59.335.701 $ | |
|---|
| Wilmington Savings Fund Society, FSB | 35.047.478 $ | +1.325.698 $ | 33.721.780 $ | -35.742.146 $ | 69.463.926 $ | +8.689.529 $ | 60.774.397 $ | |
|---|
| Bornite Capital Management LP | 69.246.000 $ | +47.289.000 $ | 21.957.000 $ | +2.931.000 $ | | | 19.026.000 $ | |
|---|
| FIRST CITIZENS BANK & TRUST CO | 68.959.321 $ | +6.631.084 $ | 62.328.237 $ | +2.687.286 $ | 59.640.951 $ | +13.060.167 $ | 46.580.784 $ | |
|---|
| BENJAMIN EDWARDS INC | 68.928.838 $ | +5.205.703 $ | 63.723.135 $ | +23.944.884 $ | | | 39.778.251 $ | |
|---|
| Banque Cantonale Vaudoise | 68.816.000 $ | +68.748.503 $ | 67.497 $ | -422 $ | 67.919 $ | +7.380 $ | 60.539 $ | |
|---|
| Dixon Mitchell Investment Counsel Inc. | 68.705.881 $ | +5.152.223 $ | 63.553.658 $ | +1.921.083 $ | 61.632.575 $ | +11.539.400 $ | 50.093.175 $ | |
|---|
| Diversify Advisory Services, LLC | 62.872.947 $ | -5.235.617 $ | 68.108.564 $ | | | | | |
|---|
| Summit Financial, LLC | | | | | 67.669.659 $ | +10.865.901 $ | 56.803.758 $ | |
|---|
| Clarius Group, LLC | 65.837.911 $ | +1.878.298 $ | 63.959.613 $ | -3.318.933 $ | 67.278.546 $ | +7.973.008 $ | 59.305.538 $ | |
|---|
| Valeo Financial Advisors, LLC | 67.011.236 $ | +2.487.581 $ | 64.523.655 $ | -358.192 $ | 64.881.847 $ | +10.414.649 $ | 54.467.198 $ | |
|---|
| SIGNATUREFD, LLC | 66.687.900 $ | +3.409.085 $ | 63.278.815 $ | +2.530.170 $ | 60.748.645 $ | +9.690.565 $ | 51.058.080 $ | |
|---|
| QUADRANT CAPITAL GROUP LLC | 66.353.364 $ | +6.916.204 $ | 59.437.160 $ | +15.679.643 $ | | | 43.757.517 $ | |
|---|
| First Long Island Investors, LLC | 66.232.414 $ | +3.662.210 $ | 62.570.204 $ | -1.019.549 $ | 63.589.753 $ | +8.661.691 $ | 54.928.062 $ | |
|---|
| Laurion Capital Management LP | | | 66.044.899 $ | | | | | |
|---|
| GENERAL AMERICAN INVESTORS CO INC | 66.014.520 $ | +3.217.500 $ | 62.797.020 $ | +51.480 $ | 62.745.540 $ | +8.331.180 $ | 54.414.360 $ | |
|---|
| Bracebridge Capital, LLC | | | | | 65.808.000 $ | | | |
|---|
| Circle Wealth Management, LLC | 65.697.604 $ | +3.532.726 $ | 62.164.878 $ | +66.977 $ | 62.097.901 $ | +7.579.279 $ | 54.518.622 $ | |
|---|
| Ancora Advisors LLC | 39.659.102 $ | -25.775.738 $ | 65.434.840 $ | -23.339 $ | 65.458.179 $ | +33.529.401 $ | 31.928.778 $ | |
|---|
| Capital Investment Advisors, LLC | 65.138.879 $ | +4.646.451 $ | 60.492.428 $ | +3.032.473 $ | 57.459.955 $ | +9.439.368 $ | 48.020.587 $ | |
|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | | | 63.924.732 $ | -959.861 $ | 64.884.593 $ | +12.435.809 $ | 52.448.784 $ | |
|---|
| Talbot Financial, LLC | 64.829.952 $ | +3.441.913 $ | 61.388.039 $ | +1.716.372 $ | 59.671.667 $ | +15.761.181 $ | 43.910.486 $ | |
|---|
| Boston Trust Walden Corp | 64.806.870 $ | +86.636 $ | 64.720.234 $ | -60.148 $ | 64.780.382 $ | +7.713.988 $ | 57.066.394 $ | |
|---|
| SVB WEALTH LLC | 47.937.647 $ | -6.350.238 $ | 54.287.885 $ | -2.170.185 $ | 56.458.070 $ | -8.204.719 $ | 64.662.789 $ | |
|---|
| Ardmore Road Asset Management LP | 24.059.523 $ | -40.221.747 $ | | | 64.281.270 $ | | | |
|---|
| Private Wealth Partners, LLC | 62.848.824 $ | -571.775 $ | 63.420.599 $ | | | | | |
|---|
| CAPITAL INTERNATIONAL LTD /CA/ | 63.191.822 $ | +20.301.896 $ | 42.889.926 $ | | | | | |
|---|
| IFP Advisors, Inc | 63.171.741 $ | +26.933.469 $ | 36.238.272 $ | +377.210 $ | 35.861.062 $ | +3.786.689 $ | 32.074.373 $ | |
|---|
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 63.146.582 $ | +2.929.729 $ | 60.216.853 $ | +203.377 $ | 60.013.476 $ | +9.605.231 $ | 50.408.245 $ | |
|---|
| LMCG INVESTMENTS, LLC | 58.830.940 $ | -4.080.037 $ | 62.910.977 $ | | | | | |
|---|
| Kovack Advisors, Inc. | 62.884.446 $ | +36.281.556 $ | 26.602.890 $ | | | | | |
|---|
| Savant Capital, LLC | 62.809.450 $ | +6.643.412 $ | 56.166.038 $ | +2.160.713 $ | 54.005.325 $ | +8.765.227 $ | 45.240.098 $ | |
|---|
| LGT Fund Management Co Ltd. | 62.798.447 $ | +4.469.611 $ | 58.328.836 $ | +3.034.219 $ | 55.294.617 $ | +6.723.142 $ | 48.571.475 $ | |
|---|
| Stony Point Capital LLC | 62.489.898 $ | +4.513.977 $ | 57.975.921 $ | +27.736.186 $ | | | 30.239.735 $ | |
|---|
| Arax Advisory Partners | 35.798.256 $ | -26.660.718 $ | 62.458.974 $ | +40.678.202 $ | 21.780.772 $ | +8.030.403 $ | 13.750.369 $ | |
|---|
| WCG Wealth Advisors LLC | 62.439.454 $ | +37.202.297 $ | 25.237.157 $ | +1.390.131 $ | 23.847.026 $ | +3.533.169 $ | 20.313.857 $ | |
|---|
| National Mutual Insurance Federation of Agricultural Cooperatives | 62.321.400 $ | +3.037.500 $ | 59.283.900 $ | +48.600 $ | 59.235.300 $ | +7.865.100 $ | 51.370.200 $ | |
|---|
| New Age Alpha Advisors, LLC | 61.884.919 $ | +3.383.787 $ | 58.501.132 $ | | | | | |
|---|
| J. Goldman & Co LP | 54.556.154 $ | -7.306.157 $ | 61.862.311 $ | | | | | |
|---|
| Heritage Wealth Advisors | 61.747.722 $ | +11.959.213 $ | 49.788.509 $ | +42.347.955 $ | 7.440.554 $ | +958.636 $ | 6.481.918 $ | |
|---|
| WAYCROSS PARTNERS, LLC | 61.708.804 $ | +5.304.125 $ | 56.404.679 $ | +10.778.579 $ | 45.626.100 $ | +7.130.033 $ | 38.496.067 $ | |
|---|
| FIRST NATIONAL BANK OF OMAHA | 61.675.981 $ | +31.121.718 $ | 30.554.263 $ | -444.666 $ | 30.998.929 $ | +3.701.377 $ | 27.297.552 $ | |
|---|
| Engineers Gate Manager LP | 61.638.404 $ | +2.065.331 $ | 59.573.073 $ | | | | | |
|---|
| ACADEMY CAPITAL MANAGEMENT | 61.254.781 $ | +2.553.400 $ | 58.701.381 $ | -1.909.714 $ | 60.611.095 $ | +7.468.433 $ | 53.142.662 $ | |
|---|
| Susquehanna Portfolio Strategies, LLC | 60.773.290 $ | +2.962.046 $ | 57.811.244 $ | +47.393 $ | 57.763.851 $ | | | |
|---|
| MUFG SECURITIES AMERICAS INC. | 60.492.613 $ | +3.028.948 $ | 57.463.665 $ | +11.521.863 $ | 45.941.802 $ | +14.175.802 $ | 31.766.000 $ | |
|---|
| HS Management Partners, LLC | 29.866.954 $ | -13.616.689 $ | 43.483.643 $ | -16.754.269 $ | 60.237.912 $ | +14.402.375 $ | 45.835.537 $ | |
|---|
| Optimus Prime Fund Management Co., Ltd. | 60.013.200 $ | | | | | | | |
|---|
| J. L. Bainbridge & Co., Inc. | 59.711.708 $ | +7.702.201 $ | 52.009.507 $ | -388.026 $ | 52.397.533 $ | +6.818.691 $ | 45.578.842 $ | |
|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 59.329.280 $ | +2.522.788 $ | 56.806.492 $ | -1.989.809 $ | 58.796.301 $ | +9.105.907 $ | 49.690.394 $ | |
|---|
| Symmetry Investments LP | 58.774.389 $ | +4.805.840 $ | 53.968.549 $ | +13.258.321 $ | 40.710.228 $ | +8.255.486 $ | 32.454.742 $ | |
|---|
| Wealthspire Advisors, LLC | 58.716.078 $ | +20.826.042 $ | 37.890.036 $ | -1.149.871 $ | 39.039.907 $ | +5.348.301 $ | 33.691.606 $ | |
|---|
| Argent Trust Co | 58.608.689 $ | +4.579.731 $ | 54.028.958 $ | +1.037.032 $ | 52.991.926 $ | +8.548.504 $ | 44.443.422 $ | |
|---|
| Kentucky Retirement Systems Insurance Trust Fund | 58.255.275 $ | +2.824.828 $ | 55.430.447 $ | | | | | |
|---|
| Lombard Odier Asset Management (Europe) Ltd | 55.356.176 $ | -2.877.389 $ | | | 58.233.565 $ | +15.563.384 $ | 42.670.181 $ | |
|---|
| MILLER WEALTH ADVISORS, LLC | 58.207.034 $ | +2.201.973 $ | 56.005.061 $ | -212.749 $ | 56.217.810 $ | +6.689.517 $ | 49.528.293 $ | |
|---|
| NFJ INVESTMENT GROUP, LLC | 58.018.454 $ | +47.788.079 $ | | | 10.230.375 $ | | | |
|---|
| CWA Asset Management Group, LLC | 57.863.509 $ | +2.389.430 $ | 55.474.079 $ | +1.721.177 $ | 53.752.902 $ | +5.754.162 $ | 47.998.740 $ | |
|---|
| RITHOLTZ WEALTH MANAGEMENT | 57.789.411 $ | +4.314.859 $ | 53.474.552 $ | | | | | |
|---|
| First American Bank | 57.228.827 $ | +2.988.239 $ | 54.240.588 $ | +580.419 $ | 53.660.169 $ | +7.271.733 $ | 46.388.436 $ | |
|---|
| ALBION FINANCIAL GROUP /UT | 57.155.522 $ | +2.096.049 $ | 55.059.473 $ | -49.420 $ | 55.108.893 $ | +8.430.609 $ | 46.678.284 $ | |
|---|
| CENTRAL SECURITIES CORP | | | | | 57.041.400 $ | +12.330.300 $ | 44.711.100 $ | |
|---|
| EXENCIAL WEALTH ADVISORS, LLC | 56.908.520 $ | +1.415.229 $ | 55.493.291 $ | -362 $ | 55.493.653 $ | +6.976.033 $ | 48.517.620 $ | |
|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | | | 56.655.408 $ | | | | | |
|---|
| Synergy Asset Management, LLC | 33.814.438 $ | -22.781.486 $ | 56.595.924 $ | +24.925.222 $ | 31.670.702 $ | +2.380.937 $ | 29.289.765 $ | |
|---|
| Baltimore-Washington Financial Advisors, Inc. | 56.521.837 $ | +3.855.318 $ | 52.666.519 $ | +1.043.155 $ | 51.623.364 $ | +8.631.817 $ | 42.991.547 $ | |
|---|
| Diversified Trust Co | 56.353.317 $ | +821.430 $ | 55.531.887 $ | -868.674 $ | 56.400.561 $ | +7.170.576 $ | 49.229.985 $ | |
|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 56.310.649 $ | +6.515.541 $ | 49.795.108 $ | | | | | |
|---|
| Milestones Administradora de Recursos Ltda. | 47.198.074 $ | -563.451 $ | 47.761.525 $ | -8.544.919 $ | 56.306.444 $ | +6.132.028 $ | 50.174.416 $ | |
|---|
| HARBOR INVESTMENT ADVISORY, LLC | 56.169.638 $ | +4.343.648 $ | 51.825.990 $ | -280.181 $ | 52.106.171 $ | +6.861.720 $ | 45.244.451 $ | |
|---|
| MOODY LYNN & LIEBERSON, LLC | 56.028.324 $ | +1.260.979 $ | 54.767.345 $ | -211.131 $ | 54.978.476 $ | +9.581.869 $ | 45.396.607 $ | |
|---|
| FineMark National Bank & Trust | 55.770.728 $ | +2.313.119 $ | 53.457.609 $ | +3.331.383 $ | 50.126.226 $ | +7.835.995 $ | 42.290.231 $ | |
|---|
| UNIVEST FINANCIAL Corp | 55.762.419 $ | +2.561.048 $ | 53.201.371 $ | | | | | |
|---|
| JAG CAPITAL MANAGEMENT, LLC | 41.244.519 $ | -699.705 $ | 41.944.224 $ | -13.811.537 $ | 55.755.761 $ | +8.013.831 $ | 47.741.930 $ | |
|---|
| Modera Wealth Management, LLC | 55.693.888 $ | +2.491.986 $ | 53.201.902 $ | -1.150.684 $ | 54.352.586 $ | +8.531.674 $ | 45.820.912 $ | |
|---|
| RWA WEALTH PARTNERS, LLC | 55.368.237 $ | +7.120.457 $ | 48.247.780 $ | +8.267.442 $ | 39.980.338 $ | +12.112.135 $ | 27.868.203 $ | |
|---|
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 54.761.122 $ | +1.870.551 $ | 52.890.571 $ | -38.438 $ | 52.929.009 $ | +7.226.274 $ | 45.702.735 $ | |
|---|
| MARTINGALE ASSET MANAGEMENT L P | 52.142.700 $ | +1.218.927 $ | 50.923.773 $ | -3.599.030 $ | 54.522.803 $ | +8.739.778 $ | 45.783.025 $ | |
|---|
| Brooklyn Investment Group | 54.442.895 $ | +16.567.138 $ | 37.875.757 $ | +22.400.116 $ | 15.475.641 $ | +246.469 $ | 15.229.172 $ | |
|---|
| PARSONS CAPITAL MANAGEMENT INC/RI | 51.300.900 $ | +2.318.785 $ | 48.982.115 $ | -268.088 $ | 49.250.203 $ | -4.994.446 $ | 54.244.649 $ | |
|---|
| Hemenway Trust Co LLC | 54.144.371 $ | +2.600.533 $ | 51.543.838 $ | -1.856.785 $ | 53.400.623 $ | +6.184.750 $ | 47.215.873 $ | |
|---|
| GTS SECURITIES LLC | 54.112.056 $ | +12.468.190 $ | 41.643.866 $ | +26.037.339 $ | 15.606.527 $ | +6.862.177 $ | 8.744.350 $ | |
|---|
| Venator Management LLC | 53.609.561 $ | +4.817.813 $ | 48.791.748 $ | +1.525.269 $ | 47.266.479 $ | +11.417.690 $ | 35.848.789 $ | |
|---|
| China Universal Asset Management Co., Ltd. | 49.413.022 $ | -4.101.018 $ | 53.514.040 $ | +657.943 $ | 52.856.097 $ | -665.944 $ | 53.522.041 $ | |
|---|
| Accredited Investors Inc. | 52.950.940 $ | +1.912.859 $ | 51.038.081 $ | -2.419.277 $ | 53.457.358 $ | +4.852.092 $ | 48.605.266 $ | |
|---|
| GREENOAKS CAPITAL PARTNERS LLC | 10.502.079 $ | -42.633.861 $ | 53.135.940 $ | +43.560 $ | 53.092.380 $ | +7.049.460 $ | 46.042.920 $ | |
|---|
| Moors & Cabot, Inc. | 52.988.424 $ | +4.210.070 $ | 48.778.354 $ | | | | | |
|---|
| ADELL HARRIMAN & CARPENTER INC | 52.826.135 $ | +5.359.294 $ | 47.466.841 $ | +474.402 $ | 46.992.439 $ | +5.868.520 $ | 41.123.919 $ | |
|---|
| Systematic Alpha Investments, LLC | 52.049.910 $ | +2.536.870 $ | 49.513.040 $ | +40.600 $ | 49.472.440 $ | +6.568.810 $ | 42.903.630 $ | |
|---|
| NORTH STAR ASSET MANAGEMENT INC | 52.032.302 $ | +2.990.307 $ | 49.041.995 $ | +474.157 $ | 48.567.838 $ | +7.601.680 $ | 40.966.158 $ | |
|---|
| WEATHERLY ASSET MANAGEMENT L. P. | 51.603.817 $ | +2.078.083 $ | 49.525.734 $ | -1.396.185 $ | 50.921.919 $ | +6.622.382 $ | 44.299.537 $ | |
|---|
| Plato Investment Management Ltd | 51.188.430 $ | +3.265.352 $ | 47.923.078 $ | +1.215.542 $ | 46.707.536 $ | +6.327.472 $ | 40.380.064 $ | |
|---|
| CARY STREET PARTNERS FINANCIAL LLC | 51.156.444 $ | +4.077.093 $ | 47.079.351 $ | +136.223 $ | 46.943.128 $ | +8.309.218 $ | 38.633.910 $ | |
|---|
| NORRIS PERNE & FRENCH LLP/MI | 51.133.278 $ | +1.845.127 $ | 49.288.151 $ | -773.093 $ | 50.061.244 $ | +6.726.310 $ | 43.334.934 $ | |
|---|
| United Asset Strategies, Inc. | 51.036.033 $ | +2.426.419 $ | 48.609.614 $ | +112.028 $ | 48.497.586 $ | +10.312.023 $ | 38.185.563 $ | |
|---|
| B. Riley Wealth Advisors, Inc. | 50.816.185 $ | +235.267 $ | 50.580.918 $ | | | | | |
|---|
| Gemsstock Ltd. | 50.572.662 $ | +36.614.237 $ | | | | | 13.958.425 $ | |
|---|
| Stonebridge Capital Advisors LLC | 50.437.854 $ | +3.375.668 $ | 47.062.186 $ | +153.760 $ | 46.908.426 $ | +6.610.794 $ | 40.297.632 $ | |
|---|
| Aljian Capital Management, LLC | 50.340.031 $ | +1.831.275 $ | 48.508.756 $ | | | | | |
|---|
| GAMMA Investing LLC | 50.273.289 $ | +5.659.299 $ | 44.613.990 $ | +4.719.454 $ | 39.894.536 $ | +9.649.475 $ | 30.245.061 $ | |
|---|
| Narwhal Capital Management | 49.996.997 $ | +3.502.610 $ | 46.494.387 $ | | | | | |
|---|
| Sowell Financial Services LLC | 49.096.405 $ | +2.669.997 $ | 46.426.408 $ | -3.513.066 $ | 49.939.474 $ | +8.334.876 $ | 41.604.598 $ | |
|---|
| WS MANAGEMENT LLLP | 33.123.362 $ | -12.087.418 $ | 45.210.780 $ | -4.350.737 $ | 49.561.517 $ | +872.841 $ | 48.688.676 $ | |
|---|
| INSIGNEO ADVISORY SERVICES, LLC | 47.735.653 $ | -1.549.029 $ | 49.284.682 $ | +3.181.176 $ | 46.103.506 $ | +9.549.108 $ | 36.554.398 $ | |
|---|
| CORDA Investment Management, LLC. | 49.222.290 $ | +2.718.973 $ | 46.503.317 $ | +256.196 $ | 46.247.121 $ | +8.504.356 $ | 37.742.765 $ | |
|---|
| Long Focus Capital Management, LLC | 49.200.437 $ | +31.429.847 $ | | | 17.770.590 $ | -26.179.470 $ | 43.950.060 $ | |
|---|
| Provident Investment Management, Inc. | 49.047.173 $ | +1.214.946 $ | 47.832.227 $ | | | | | |
|---|
| Aviso Financial Inc. | 49.039.786 $ | +37.796.046 $ | 11.243.740 $ | +2.080.917 $ | 9.162.823 $ | +3.742.697 $ | 5.420.126 $ | |
|---|
| Washington Trust Advisors, Inc. | 48.706.714 $ | +1.668.892 $ | 47.037.822 $ | -1.199.896 $ | 48.237.718 $ | +6.317.922 $ | 41.919.796 $ | |
|---|
| Tamar Securities, LLC | 48.560.009 $ | +3.210.824 $ | 45.349.185 $ | +1.117.937 $ | 44.231.248 $ | +6.852.362 $ | 37.378.886 $ | |
|---|
| Roundview Capital LLC | 48.551.136 $ | +2.758.719 $ | 45.792.417 $ | +760.649 $ | 45.031.768 $ | +6.908.234 $ | 38.123.534 $ | |
|---|
| Guinness Asset Management LTD | 48.483.368 $ | +2.053.615 $ | 46.429.753 $ | | | | | |
|---|
| VestGen Advisors, LLC | 48.435.978 $ | +15.046.500 $ | 33.389.478 $ | +7.241.589 $ | 26.147.889 $ | +3.443.672 $ | 22.704.217 $ | |
|---|
| Cyndeo Wealth Partners, LLC | 48.105.301 $ | +2.969.754 $ | 45.135.547 $ | +17.281 $ | 45.118.266 $ | +6.857.915 $ | 38.260.351 $ | |
|---|
| Trajan Wealth LLC | 47.980.799 $ | +2.977.937 $ | 45.002.862 $ | -521.263 $ | 45.524.125 $ | | | |
|---|
| BECK MACK & OLIVER LLC | 47.862.685 $ | +8.094.310 $ | 39.768.375 $ | +515.040 $ | 39.253.335 $ | +10.873.326 $ | 28.380.009 $ | |
|---|
| Knollwood Investment Advisory, LLC | 47.717.188 $ | +2.281.348 $ | 45.435.840 $ | +146.723 $ | 45.289.117 $ | +6.013.365 $ | 39.275.752 $ | |
|---|
| HIGHLAND CAPITAL MANAGEMENT, LLC | 47.060.043 $ | +1.238.638 $ | 45.821.405 $ | +5.544.253 $ | 40.277.152 $ | +5.464.138 $ | 34.813.014 $ | |
|---|
| U.S. Capital Wealth Advisors, LLC | 46.972.863 $ | +2.748.962 $ | 44.223.901 $ | +793.966 $ | 43.429.935 $ | +6.716.940 $ | 36.712.995 $ | |
|---|
| Cornerstone Investment Partners, LLC | 46.738.973 $ | | | | | | | |
|---|
| Vantage Investment Partners, LLC | 46.735.972 $ | +2.277.878 $ | 44.458.094 $ | -352.972 $ | 44.811.066 $ | +7.233.765 $ | 37.577.301 $ | |
|---|
| NICHOLS & PRATT ADVISERS LLP /MA | 46.729.740 $ | +2.688.169 $ | 44.041.571 $ | +995.822 $ | 43.045.749 $ | +6.104.429 $ | 36.941.320 $ | |
|---|
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 46.164.000 $ | | | | | | | |
|---|
| Private Advisory Group LLC | 45.735.598 $ | +3.867.551 $ | 41.868.047 $ | -1.631.987 $ | 43.500.034 $ | +7.541.453 $ | 35.958.581 $ | |
|---|
| AMERICAN NATIONAL BANK & TRUST | 45.681.586 $ | +2.622.811 $ | 43.058.775 $ | -620.458 $ | 43.679.233 $ | +5.670.232 $ | 38.009.001 $ | |
|---|
| PITTENGER & ANDERSON INC | 45.393.985 $ | +1.915.172 $ | 43.478.813 $ | +63.945 $ | 43.414.868 $ | +5.087.942 $ | 38.326.926 $ | |
|---|
| Gerber Kawasaki Wealth & Investment Management | 45.329.323 $ | +4.312.145 $ | 41.017.178 $ | +1.326.407 $ | 39.690.771 $ | +4.947.382 $ | 34.743.389 $ | |
|---|
| MONTAG A & ASSOCIATES INC | 44.302.303 $ | +1.022.987 $ | 43.279.316 $ | +485.229 $ | 42.794.087 $ | +5.178.463 $ | 37.615.624 $ | |
|---|
| Headlands Technologies LLC | 40.584.388 $ | -3.701.783 $ | 44.286.171 $ | +31.773.262 $ | 12.512.909 $ | -3.896.635 $ | 16.409.544 $ | |
|---|
| Soltis Investment Advisors LLC | 43.989.590 $ | +8.791.918 $ | 35.197.672 $ | -8.999.334 $ | 44.197.006 $ | +19.200.914 $ | 24.996.092 $ | |
|---|
| TCTC Holdings, LLC | 44.104.899 $ | +797.790 $ | 43.307.109 $ | -96.131 $ | 43.403.240 $ | +6.160.986 $ | 37.242.254 $ | |
|---|
| Strategic Wealth Investment Group, LLC | 32.806.908 $ | -11.267.817 $ | 44.074.725 $ | | | | | |
|---|
| Regents Gate Capital LLP | 43.781.938 $ | +2.133.900 $ | 41.648.038 $ | +34.143 $ | 41.613.895 $ | | | |
|---|
| MEANS INVESTMENT CO., INC. | 43.756.170 $ | +1.923.949 $ | 41.832.221 $ | -1.002.955 $ | 42.835.176 $ | +5.532.553 $ | 37.302.623 $ | |
|---|
| Foster Victor Wealth Advisors, LLC | 43.534.426 $ | +3.027.148 $ | 40.507.278 $ | +634.564 $ | 39.872.714 $ | +8.064.536 $ | 31.808.178 $ | |
|---|
| NIXON PEABODY TRUST CO | 43.265.362 $ | +73.967 $ | 43.191.395 $ | -336.239 $ | 43.527.634 $ | +5.694.433 $ | 37.833.201 $ | |
|---|
| PINNBROOK CAPITAL MANAGEMENT LP | 21.466.260 $ | +12.488.043 $ | 8.978.217 $ | -34.461.442 $ | 43.439.659 $ | | | |
|---|
| Focus Partners Advisor Solutions, LLC | 41.492.289 $ | -1.894.230 $ | 43.386.519 $ | | | | | |
|---|
| Arvin Capital Management LP | 31.367.976 $ | -11.990.951 $ | 43.358.927 $ | +2.157.266 $ | 41.201.661 $ | +15.368.348 $ | 25.833.313 $ | |
|---|
| BURNEY CO/ | 43.251.116 $ | +12.762.882 $ | 30.488.234 $ | +4.543.550 $ | 25.944.684 $ | +3.268.682 $ | 22.676.002 $ | |
|---|
| Dynamic Advisor Solutions LLC | 40.088.162 $ | -3.101.999 $ | 43.190.161 $ | +1.106.532 $ | 42.083.629 $ | +8.482.364 $ | 33.601.265 $ | |
|---|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42.896.512 $ | +2.969.684 $ | 39.926.828 $ | +313.438 $ | 39.613.390 $ | +5.774.791 $ | 33.838.599 $ | |
|---|
| Rollins Financial Advisors, LLC | 42.841.244 $ | +1.551.423 $ | 41.289.821 $ | -1.380.559 $ | 42.670.380 $ | +4.507.733 $ | 38.162.647 $ | |
|---|
| Granite Investment Partners, LLC | 40.983.938 $ | +557.149 $ | 40.426.789 $ | -2.049.748 $ | 42.476.537 $ | +4.337.969 $ | 38.138.568 $ | |
|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 42.280.915 $ | +1.956.665 $ | 40.324.250 $ | +5.740.488 $ | 34.583.762 $ | +4.769.069 $ | 29.814.693 $ | |
|---|
| Joel Isaacson & Co., LLC | 42.228.995 $ | +1.833.371 $ | 40.395.624 $ | | | | | |
|---|
| Elite Wealth Management, Inc. | 19.297.014 $ | -10.218.244 $ | 29.515.258 $ | -7.301.236 $ | 36.816.494 $ | -5.380.701 $ | 42.197.195 $ | |
|---|
| Procyon Advisors, LLC | 31.925.493 $ | +8.453.965 $ | 23.471.528 $ | +666.455 $ | 22.805.073 $ | -19.328.654 $ | 42.133.727 $ | |
|---|
| FIRST AMERICAN TRUST, FSB | 42.117.462 $ | +2.851.141 $ | 39.266.321 $ | -2.792.511 $ | 42.058.832 $ | +5.447.627 $ | 36.611.205 $ | |
|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 41.972.411 $ | +2.364.455 $ | 39.607.956 $ | -280.380 $ | 39.888.336 $ | +5.864.190 $ | 34.024.146 $ | |
|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 41.795.846 $ | +2.160.271 $ | 39.635.575 $ | -620.356 $ | 40.255.931 $ | +7.111.398 $ | 33.144.533 $ | |
|---|
| SMITH CHAS P & ASSOCIATES PA CPAS | 41.661.653 $ | +18.265.481 $ | 23.396.172 $ | -11.364.967 $ | 34.761.139 $ | +7.791.118 $ | 26.970.021 $ | |
|---|
| ANDERSON HOAGLAND & CO | 41.466.351 $ | +4.121.446 $ | 37.344.905 $ | -271.266 $ | 37.616.171 $ | +8.269.648 $ | 29.346.523 $ | |
|---|
| DDD Partners, LLC | 41.453.656 $ | +2.204.640 $ | 39.249.016 $ | +1.061.773 $ | 38.187.243 $ | +5.543.193 $ | 32.644.050 $ | |
|---|
| Ally Financial Inc. | 41.085.960 $ | +2.002.500 $ | 39.083.460 $ | +6.833.130 $ | 32.250.330 $ | +10.941.210 $ | 21.309.120 $ | |
|---|
| SIMON QUICK ADVISORS, LLC | 40.763.636 $ | +1.947.487 $ | 38.816.149 $ | +1.754.690 $ | 37.061.459 $ | +585.763 $ | 36.475.696 $ | |
|---|
| Limestone Investment Advisors LP | 33.653.556 $ | -6.919.906 $ | 40.573.462 $ | | | | | |
|---|
| RENAISSANCE GROUP LLC | 40.155.954 $ | +662.108 $ | 39.493.846 $ | -863.232 $ | 40.357.078 $ | +5.323.849 $ | 35.033.229 $ | |
|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 35.997.150 $ | -4.126.529 $ | 40.123.679 $ | -147.498 $ | 40.271.177 $ | +5.466.070 $ | 34.805.107 $ | |
|---|
| SAWGRASS ASSET MANAGEMENT LLC | 33.938.850 $ | +40.096 $ | 33.898.754 $ | -6.186.431 $ | 40.085.185 $ | +10.551.506 $ | 29.533.679 $ | |
|---|
| Ascent Group, LLC | 39.823.749 $ | +3.629.783 $ | 36.193.966 $ | +7.944.077 $ | 28.249.889 $ | +1.029.273 $ | 27.220.616 $ | |
|---|
| Clearline Capital LP | 39.805.601 $ | +19.171.949 $ | 20.633.652 $ | +13.750.730 $ | 6.882.922 $ | -977.670 $ | 7.860.592 $ | |
|---|
| Wedmont Private Capital | 39.728.977 $ | +3.561.459 $ | 36.167.518 $ | +1.955.251 $ | 34.212.267 $ | +4.522.264 $ | 29.690.003 $ | |
|---|
| NWAM LLC | 38.716.251 $ | +3.540.346 $ | 35.175.905 $ | -4.332.395 $ | 39.508.300 $ | | | |
|---|
| FRG Family Wealth Advisors LLC | 39.479.453 $ | +1.803.437 $ | 37.676.016 $ | -158.667 $ | 37.834.683 $ | +4.631.079 $ | 33.203.604 $ | |
|---|
| WATERS PARKERSON & CO., LLC | 39.329.262 $ | +2.836.948 $ | 36.492.314 $ | +32.021.365 $ | 4.470.949 $ | +1.098.781 $ | 3.372.168 $ | |
|---|
| PKO Investment Management Joint-Stock Co | 39.239.399 $ | +1.912.499 $ | 37.326.900 $ | +6.612.301 $ | 30.714.599 $ | +5.980.799 $ | 24.733.800 $ | |
|---|
| WASHINGTON TRUST BANK | 38.968.186 $ | +10.619.503 $ | 28.348.683 $ | +127.451 $ | 28.221.232 $ | +4.244.286 $ | 23.976.946 $ | |
|---|
| PETREDIS INVESTMENT ADVISORS LLC | 38.888.554 $ | +1.396.537 $ | 37.492.017 $ | | | | | |
|---|
| EULAV Asset Management | 38.780.761 $ | +6.610.462 $ | 32.170.299 $ | -198.721 $ | 32.369.020 $ | +3.822.219 $ | 28.546.801 $ | |
|---|
| TRITONPOINT WEALTH, LLC | 37.972.057 $ | -635.636 $ | 38.607.693 $ | +189.392 $ | 38.418.301 $ | +4.218.650 $ | 34.199.651 $ | |
|---|
| MAKENA CAPITAL MANAGEMENT LLC | 33.972.780 $ | -4.102.854 $ | 38.075.634 $ | -510.021 $ | 38.585.655 $ | +8.751.365 $ | 29.834.290 $ | |
|---|
| RIT CAPITAL PARTNERS PLC | 38.454.612 $ | +1.628.455 $ | 36.826.157 $ | | | | | |
|---|
| SPX Gestao de Recursos Ltda | 7.492.417 $ | +272.955 $ | 7.219.462 $ | -30.932.459 $ | 38.151.921 $ | +27.592.491 $ | 10.559.430 $ | |
|---|
| Hidden Lake Asset Management LP | 25.848.609 $ | -12.268.084 $ | 38.116.693 $ | | | | | |
|---|
| Forest Avenue Capital Management LP | | | 38.114.498 $ | | | | | |
|---|
| Krilogy Financial LLC | 37.995.695 $ | +2.546.472 $ | 35.449.223 $ | +9.124.534 $ | 26.324.689 $ | +4.179.108 $ | 22.145.581 $ | |
|---|
| Junto Capital Management LP | | | 37.156.075 $ | -781.959 $ | | | 37.938.034 $ | |
|---|
| Azimuth Capital Investment Management LLC | 31.600.874 $ | +5.972.664 $ | 25.628.210 $ | -238.529 $ | 25.866.739 $ | -12.042.947 $ | 37.909.686 $ | |
|---|
| Generali Powszechne Towarzystwo Emerytalne | 37.623.660 $ | +1.833.750 $ | 35.789.910 $ | +29.340 $ | 35.760.570 $ | +23.774.190 $ | 11.986.380 $ | |
|---|
| Modern Wealth Management, LLC | 37.416.760 $ | +2.890.993 $ | 34.525.767 $ | +13.418.626 $ | 21.107.141 $ | | | |
|---|
| Auxano Advisors, LLC | 37.395.312 $ | +1.307.510 $ | 36.087.802 $ | | | | | |
|---|
| STRATEGIC PLANNING GROUP, LLC | 37.210.694 $ | +3.523.251 $ | 33.687.443 $ | | | | | |
|---|
| Addenda Capital Inc. | 37.030.588 $ | | | | | | | |
|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 37.017.508 $ | +2.502.405 $ | 34.515.103 $ | +2.370.932 $ | 32.144.171 $ | +4.387.307 $ | 27.756.864 $ | |
|---|
| General Pension Society PZU Joint Stock Co | 36.970.901 $ | +8.432.949 $ | 28.537.952 $ | +23.395 $ | 28.514.557 $ | +1.978.614 $ | 26.535.943 $ | |
|---|
| ST GERMAIN D J CO INC | 36.948.512 $ | +3.045.367 $ | 33.903.145 $ | +1.259.888 $ | 32.643.257 $ | +14.163.684 $ | 18.479.573 $ | |
|---|
| Fiduciary Alliance LLC | 36.932.465 $ | +3.633.910 $ | 33.298.555 $ | +624.488 $ | 32.674.067 $ | +6.570.693 $ | 26.103.374 $ | |
|---|
| Estuary Capital Management LP | 36.654.216 $ | | | | | | | |
|---|
| BLB&B Advisors, LLC | 36.269.590 $ | +1.853.522 $ | 34.416.068 $ | | | | | |
|---|
| EQUITABLE TRUST CO | 35.937.520 $ | +1.392.352 $ | 34.545.168 $ | +1.283.889 $ | 33.261.279 $ | +7.325.797 $ | 25.935.482 $ | |
|---|
| HARVEY CAPITAL MANAGEMENT INC | 35.933.365 $ | +1.749.170 $ | 34.184.195 $ | -415.238 $ | 34.599.433 $ | +4.769.329 $ | 29.830.104 $ | |
|---|
| LEE DANNER & BASS INC | 35.856.964 $ | +2.044.062 $ | 33.812.902 $ | -706.359 $ | 34.519.261 $ | +5.284.290 $ | 29.234.971 $ | |
|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 35.834.690 $ | +18.136.360 $ | 17.698.330 $ | +175.212 $ | 17.523.118 $ | +3.785.775 $ | 13.737.343 $ | |
|---|
| Beaumont Financial Advisors, LLC | 35.708.081 $ | +345.944 $ | 35.362.137 $ | -333.490 $ | 35.695.627 $ | +4.661.941 $ | 31.033.686 $ | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 35.655.326 $ | +7.954.061 $ | 27.701.265 $ | +5.008.127 $ | 22.693.138 $ | +4.396.628 $ | 18.296.510 $ | |
|---|
| Vest Financial, LLC | 35.594.983 $ | +7.736.820 $ | 27.858.163 $ | | | | | |
|---|
| Stratos Wealth Advisors, LLC | 35.374.186 $ | +5.103.307 $ | 30.270.879 $ | | | | | |
|---|
| Jessup Wealth Management, Inc | 34.961.867 $ | +3.460.412 $ | 31.501.455 $ | -2.532.921 $ | 34.034.376 $ | +4.305.519 $ | 29.728.857 $ | |
|---|
| Alberta Investment Management Corp | | | 34.920.413 $ | | | | | |
|---|
| Western Wealth Management, LLC | 34.882.386 $ | +2.505.299 $ | 32.377.087 $ | +5.717.476 $ | | | 26.659.611 $ | |
|---|
| MASTERINVEST Kapitalanlage GmbH | 34.781.141 $ | +1.546.588 $ | 33.234.553 $ | +688.046 $ | 32.546.507 $ | | | |
|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 30.227.768 $ | -1.170.655 $ | 31.398.423 $ | -3.308.609 $ | 34.707.032 $ | +1.319.773 $ | 33.387.259 $ | |
|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 34.701.298 $ | +4.357.922 $ | 30.343.376 $ | +522 $ | 30.342.854 $ | +4.128.381 $ | 26.214.473 $ | |
|---|
| GERMAN AMERICAN BANCORP, INC. | 34.502.280 $ | +1.267.507 $ | 33.234.773 $ | +5.437.978 $ | | | 27.796.795 $ | |
|---|
| MERITAGE PORTFOLIO MANAGEMENT | 33.915.998 $ | +1.038.904 $ | 32.877.094 $ | -1.582.713 $ | 34.459.807 $ | +3.328.134 $ | 31.131.673 $ | |
|---|
| Overbrook Management Corp | 33.604.622 $ | +1.137.904 $ | 32.466.718 $ | -1.771.505 $ | 34.238.223 $ | +8.630.939 $ | 25.607.284 $ | |
|---|
| Chicago Partners Investment Group LLC | 34.186.014 $ | +3.426.620 $ | 30.759.394 $ | +914.809 $ | 29.844.585 $ | +5.940.465 $ | 23.904.120 $ | |
|---|
| Trinity Street Asset Management LLP | 34.115.426 $ | +115.890 $ | 33.999.536 $ | -104.639 $ | 34.104.175 $ | +6.458.827 $ | 27.645.348 $ | |
|---|
| Zeno Equity Partners LLP | 22.085.781 $ | -6.216.572 $ | 28.302.353 $ | +2.309.684 $ | 25.992.669 $ | -8.085.181 $ | 34.077.850 $ | |
|---|
| CCM INVESTMENT ADVISERS LLC | 34.022.638 $ | +2.359.546 $ | 31.663.092 $ | +556.880 $ | 31.106.212 $ | +4.459.157 $ | 26.647.055 $ | |
|---|
| Ratan Capital Management LP | 33.825.979 $ | +21.532.035 $ | 12.293.944 $ | +10.078 $ | 12.283.866 $ | -19.329.355 $ | 31.613.221 $ | |
|---|
| Tenere Capital LLC | 7.303.145 $ | -26.261.203 $ | 33.564.348 $ | +9.971.586 $ | 23.592.762 $ | +2.400.462 $ | 21.192.300 $ | |
|---|
| Blue Chip Partners, LLC | 33.440.676 $ | +2.320.202 $ | 31.120.474 $ | +357.011 $ | 30.763.463 $ | +4.985.569 $ | 25.777.894 $ | |
|---|
| Integrated Advisors Network LLC | 33.388.364 $ | +1.207.539 $ | 32.180.825 $ | | | | | |
|---|
| GUYASUTA INVESTMENT ADVISORS INC | 33.362.723 $ | +2.100.785 $ | 31.261.938 $ | -188.277 $ | 31.450.215 $ | +4.361.757 $ | 27.088.458 $ | |
|---|
| Jaffetilchin Investment Partners, LLC | 33.340.785 $ | +655.176 $ | 32.685.609 $ | -577.624 $ | 33.263.233 $ | +5.764.212 $ | 27.499.021 $ | |
|---|
| Waratah Capital Advisors Ltd. | 33.281.013 $ | +23.400.363 $ | 9.880.650 $ | +6.138.734 $ | 3.741.916 $ | | | |
|---|
| Banco BTG Pactual S.A. | 33.238.080 $ | +2.779.988 $ | 30.458.092 $ | +7.360.274 $ | 23.097.818 $ | +8.484.123 $ | 14.613.695 $ | |
|---|
| Aquatic Capital Management LLC | 11.576.085 $ | -21.442.193 $ | 33.018.278 $ | | | | | |
|---|
| Generali Investments, Management Co LLC | 32.669.340 $ | +2.992.259 $ | 29.677.081 $ | +1.639.414 $ | 28.037.667 $ | +3.876.550 $ | 24.161.117 $ | |
|---|
| Belpointe Asset Management LLC | 32.586.655 $ | +1.741.522 $ | 30.845.133 $ | +1.452.407 $ | 29.392.726 $ | +5.070.368 $ | 24.322.358 $ | |
|---|
| BTC Capital Management, Inc. | 32.552.085 $ | +1.852.463 $ | 30.699.622 $ | | | | | |
|---|
| SAGESPRING WEALTH PARTNERS, LLC | 32.492.685 $ | +3.412.001 $ | 29.080.684 $ | +1.451.973 $ | 27.628.711 $ | +5.890.480 $ | 21.738.231 $ | |
|---|
| Pictet North America Advisors SA | 31.860.085 $ | -594.776 $ | 32.454.861 $ | +543.050 $ | 31.911.811 $ | +2.448.908 $ | 29.462.903 $ | |
|---|
| Smartleaf Asset Management LLC | 32.347.765 $ | +7.187.186 $ | 25.160.579 $ | +6.751.246 $ | 18.409.333 $ | +593.689 $ | 17.815.644 $ | |
|---|
| Slow Capital, Inc. | 32.306.606 $ | +815.327 $ | 31.491.279 $ | -232.845 $ | 31.724.124 $ | +2.868.816 $ | 28.855.308 $ | |
|---|
| ProVise Management Group, LLC | 32.202.852 $ | +1.872.550 $ | 30.330.302 $ | | | | | |
|---|
| CONNORS INVESTOR SERVICES INC | 32.174.692 $ | +1.694.204 $ | 30.480.488 $ | +943.793 $ | 29.536.695 $ | +4.187.023 $ | 25.349.672 $ | |
|---|
| Sone Capital Management, LLC | 32.148.148 $ | +15.382.442 $ | 16.765.706 $ | +835.807 $ | | | 15.929.899 $ | |
|---|
| Garde Capital, Inc. | 32.125.759 $ | +492.748 $ | 31.633.011 $ | +640.224 $ | 30.992.787 $ | +4.274.194 $ | 26.718.593 $ | |
|---|
| TWIN CAPITAL MANAGEMENT INC | 26.188.837 $ | +1.244.368 $ | 24.944.469 $ | -7.086.252 $ | 32.030.721 $ | +4.600.556 $ | 27.430.165 $ | |
|---|
| Rothschild Capital Partners, LLC | 30.154.787 $ | -1.845.126 $ | 31.999.913 $ | +149.311 $ | 31.850.602 $ | +4.255.672 $ | 27.594.930 $ | |
|---|
| Savvy Advisors, Inc. | 31.968.337 $ | +7.893.908 $ | 24.074.429 $ | +1.951.336 $ | 22.123.093 $ | +9.102.951 $ | 13.020.142 $ | |
|---|
| EverSource Wealth Advisors, LLC | 31.967.698 $ | +5.692.334 $ | 26.275.364 $ | +675.760 $ | 25.599.604 $ | +2.548.006 $ | 23.051.598 $ | |
|---|
| HARBOUR INVESTMENTS, INC. | 31.832.959 $ | +4.854.726 $ | 26.978.233 $ | +886.733 $ | 26.091.500 $ | +2.177.629 $ | 23.913.871 $ | |
|---|
| BURNS J W & CO INC/NY | 31.771.733 $ | +1.587.835 $ | 30.183.898 $ | +230.313 $ | 29.953.585 $ | +4.288.990 $ | 25.664.595 $ | |
|---|
| Capco Asset Management, LLC | 31.693.433 $ | +1.053.230 $ | 30.640.203 $ | -625.373 $ | 31.265.576 $ | +4.558.894 $ | 26.706.682 $ | |
|---|
| Concentric Capital Strategies, LP | 31.656.963 $ | +7.615.585 $ | 24.041.378 $ | -4.180.952 $ | 28.222.330 $ | +22.994.746 $ | 5.227.584 $ | |
|---|
| Arkfeld Wealth Strategies, L.L.C. | 31.637.736 $ | +2.815.726 $ | 28.822.010 $ | -651.131 $ | 29.473.141 $ | +4.415.998 $ | 25.057.143 $ | |
|---|
| COERENTE CAPITAL MANAGEMENT | 31.618.877 $ | +2.464.812 $ | 29.154.065 $ | +122.845 $ | 29.031.220 $ | +4.017.929 $ | 25.013.291 $ | |
|---|
| QUEST INVESTMENT MANAGEMENT LLC | 26.514.986 $ | -177.700 $ | 26.692.686 $ | -2.502.638 $ | 29.195.324 $ | -2.412.570 $ | 31.607.894 $ | |
|---|
| Arvest Bank Trust Division | 31.587.485 $ | +7.115.531 $ | 24.471.954 $ | -2.755 $ | 24.474.709 $ | +8.434.650 $ | 16.040.059 $ | |
|---|
| Matthew 25 Management Corp | 28.275.450 $ | -3.287.738 $ | 31.563.188 $ | +300.113 $ | 31.263.075 $ | +3.675.375 $ | 27.587.700 $ | |
|---|
| S-Bank Fund Management Ltd | 22.902.423 $ | -8.603.457 $ | 31.505.880 $ | +297.652 $ | 31.208.228 $ | | | |
|---|
| CRA Financial Services, LLC | 31.218.405 $ | +1.456.350 $ | 29.762.055 $ | +36.209 $ | 29.725.846 $ | +3.993.149 $ | 25.732.697 $ | |
|---|
| SP Asset Management LLC | 31.201.850 $ | +1.520.756 $ | 29.681.094 $ | +1.106.367 $ | 28.574.727 $ | +3.478.090 $ | 25.096.637 $ | |
|---|
| Warther Private Wealth, LLC | 21.672.382 $ | -1.464.587 $ | 23.136.969 $ | -7.896.664 $ | 31.033.633 $ | +5.937.007 $ | 25.096.626 $ | |
|---|
| SIRIOS CAPITAL MANAGEMENT L P | 31.000.973 $ | +1.775.108 $ | 29.225.865 $ | +4.445.326 $ | 24.780.539 $ | +2.986.256 $ | 21.794.283 $ | |
|---|
| Aviance Capital Partners, LLC | 30.917.494 $ | +1.827.908 $ | 29.089.586 $ | +139.905 $ | 28.949.681 $ | +3.981.987 $ | 24.967.694 $ | |
|---|
| StoneX Group Inc. | 30.511.450 $ | -282.652 $ | 30.794.102 $ | +396.693 $ | 30.397.409 $ | | | |
|---|
| NJ State Employees Deferred Compensation Plan | | | 30.783.714 $ | | | | | |
|---|
| GDS Wealth Management | 30.624.274 $ | +1.940.747 $ | 28.683.527 $ | | | | | |
|---|
| ARTHUR M. COHEN & ASSOCIATES, LLC | 30.524.131 $ | +1.855.974 $ | 28.668.157 $ | -555.469 $ | 29.223.626 $ | +3.553.747 $ | 25.669.879 $ | |
|---|
| FIRST MERCHANTS CORP | 30.220.339 $ | +2.153.804 $ | 28.066.535 $ | +12.258 $ | 28.054.277 $ | +3.691.865 $ | 24.362.412 $ | |
|---|
| CULLINAN ASSOCIATES INC | 30.171.175 $ | +5.273.474 $ | 24.897.701 $ | -2.985.232 $ | 27.882.933 $ | +3.645.141 $ | 24.237.792 $ | |
|---|
| BENDER ROBERT & ASSOCIATES | 30.126.857 $ | +1.276.457 $ | 28.850.400 $ | | | | | |
|---|
| Capital Investment Services of America, Inc. | 29.950.049 $ | +901.597 $ | 29.048.452 $ | -56.484 $ | 29.104.936 $ | +3.946.285 $ | 25.158.651 $ | |
|---|
| Trifecta Capital Advisors, LLC | 29.655.985 $ | +1.812.752 $ | 27.843.233 $ | +396.447 $ | 27.446.786 $ | +6.379.676 $ | 21.067.110 $ | |
|---|
| Forum Financial Management, LP | 29.533.377 $ | +3.646.553 $ | 25.886.824 $ | +751.935 $ | 25.134.889 $ | +3.777.106 $ | 21.357.783 $ | |
|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 29.420.874 $ | +1.762.937 $ | 27.657.937 $ | | | | | |
|---|
| AMG National Trust Bank | 29.354.068 $ | +1.368.995 $ | 27.985.073 $ | -134.802 $ | 28.119.875 $ | +3.602.780 $ | 24.517.095 $ | |
|---|
| McDonough Capital Management, Inc | 29.217.343 $ | +1.467.068 $ | 27.750.275 $ | -69.096 $ | 27.819.371 $ | +3.999.908 $ | 23.819.463 $ | |
|---|
| Sava Infond d.o.o. | 29.180.264 $ | +2.498.118 $ | 26.682.146 $ | +94.272 $ | 26.587.874 $ | +4.635.675 $ | 21.952.199 $ | |
|---|
| Destiny Wealth Partners, LLC | 28.686.456 $ | +986.164 $ | 27.700.292 $ | -1.464.537 $ | 29.164.829 $ | +5.837.201 $ | 23.327.628 $ | |
|---|
| Geneos Wealth Management Inc. | 24.911.258 $ | +1.424.944 $ | 23.486.314 $ | -5.614.901 $ | 29.101.215 $ | +7.295.699 $ | 21.805.516 $ | |
|---|
| INFINITUM ASSET MANAGEMENT, LLC | 28.852.500 $ | +1.406.250 $ | 27.446.250 $ | +22.500 $ | 27.423.750 $ | +3.641.250 $ | 23.782.500 $ | |
|---|
| Harspring Capital Management, LLC | 28.667.844 $ | +1.397.250 $ | 27.270.594 $ | +22.356 $ | 27.248.238 $ | +2.666.646 $ | 24.581.592 $ | |
|---|
| LEVIN CAPITAL STRATEGIES, L.P. | 28.418.789 $ | +1.332.414 $ | 27.086.375 $ | +152.742 $ | 26.933.633 $ | +3.809.623 $ | 23.124.010 $ | |
|---|
| GREENWOOD GEARHART INC | 28.340.772 $ | +2.266.834 $ | 26.073.938 $ | | | | | |
|---|
| America First Investment Advisors, LLC | 28.151.961 $ | +1.284.937 $ | 26.867.024 $ | -402.056 $ | 27.269.080 $ | +3.179.310 $ | 24.089.770 $ | |
|---|
| ALERUS FINANCIAL NA | 28.058.710 $ | +1.643.780 $ | 26.414.930 $ | +347.668 $ | 26.067.262 $ | +3.994.611 $ | 22.072.651 $ | |
|---|
| Bryn Mawr Trust Advisors, LLC | 27.934.506 $ | +839.228 $ | 27.095.278 $ | -258.827 $ | 27.354.105 $ | +4.313.705 $ | 23.040.400 $ | |
|---|
| Biondo Investment Advisors, LLC | 27.786.573 $ | +876.513 $ | 26.910.060 $ | -21.379 $ | 26.931.439 $ | +3.077.401 $ | 23.854.038 $ | |
|---|
| Liontrust Investment Partners LLP | 27.775.956 $ | +2.855.639 $ | 24.920.317 $ | -1.305.125 $ | 26.225.442 $ | -729.644 $ | 26.955.086 $ | |
|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27.757.721 $ | +2.251.811 $ | 25.505.910 $ | -52.586 $ | 25.558.496 $ | +6.321.688 $ | 19.236.808 $ | |
|---|
| WEBSTER BANK, N. A. | 27.719.636 $ | +1.472.019 $ | 26.247.617 $ | -155.312 $ | 26.402.929 $ | +3.425.419 $ | 22.977.510 $ | |
|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 27.343.744 $ | -332.990 $ | 27.676.734 $ | | | | | |
|---|
| BRX Global LP | | | | | | | 27.420.461 $ | |
|---|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 27.366.712 $ | +1.586.559 $ | 25.780.153 $ | | | | | |
|---|
| CoreCap Advisors, LLC | 27.281.400 $ | +2.667.954 $ | 24.613.446 $ | +1.004.813 $ | 23.608.633 $ | | | |
|---|
| FIDELIS CAPITAL PARTNERS, LLC | 27.162.844 $ | +2.516.162 $ | 24.646.682 $ | | | | | |
|---|
| Great Lakes Retirement, Inc. | 27.142.598 $ | +1.335.985 $ | 25.806.613 $ | -46.274 $ | 25.852.887 $ | +3.717.685 $ | 22.135.202 $ | |
|---|
| Troy Asset Management Ltd | 27.136.815 $ | | | | | | | |
|---|
| BWCP, LP | 27.056.490 $ | +5.255.385 $ | 21.801.105 $ | | | | | |
|---|
| Regal Partners Ltd | 22.588.046 $ | +1.683.006 $ | 20.905.040 $ | -6.125.959 $ | | | 27.030.999 $ | |
|---|
| K.J. Harrison & Partners Inc | 26.975.472 $ | +101.449 $ | 26.874.023 $ | | | | | |
|---|
| Bristlecone Advisors, LLC | | | 26.833.870 $ | | | | | |
|---|
| Stratos Investment Management, LLC | 26.821.405 $ | +3.874.089 $ | 22.947.316 $ | +496.383 $ | 22.450.933 $ | +3.247.401 $ | 19.203.532 $ | |
|---|
| RFG Advisory, LLC | 26.575.201 $ | +998.363 $ | 25.576.838 $ | -1.221.033 $ | 26.797.871 $ | +3.781.064 $ | 23.016.807 $ | |
|---|
| Blue Zone Wealth Advisors, LLC | 26.737.496 $ | +7.898.610 $ | 18.838.886 $ | | | | | |
|---|
| BW Gestao de Investimentos Ltda. | 9.929.646 $ | +2.152.477 $ | 7.777.169 $ | -18.877.838 $ | 26.655.007 $ | +17.012.250 $ | 9.642.757 $ | |
|---|
| Asset Advisors Investment Management, LLC | 26.604.775 $ | +1.590.263 $ | 25.014.512 $ | +102.558 $ | 24.911.954 $ | +3.202.717 $ | 21.709.237 $ | |
|---|
| BNC WEALTH MANAGEMENT, LLC | 25.784.081 $ | -342.992 $ | 26.127.073 $ | -415.168 $ | 26.542.241 $ | | | |
|---|
| MCDANIEL TERRY & CO | 26.162.755 $ | -111.650 $ | 26.274.405 $ | -216.499 $ | 26.490.904 $ | +26.467.459 $ | 23.445 $ | |
|---|
| Draper Asset Management, LLC | | | 26.396.123 $ | | | | | |
|---|
| Keel Point, LLC | 26.238.570 $ | +762.606 $ | 25.475.964 $ | +258.484 $ | 25.217.480 $ | +4.402.728 $ | 20.814.752 $ | |
|---|
| Mondrian Investment Partners LTD | 26.189.760 $ | +5.345.541 $ | 20.844.219 $ | | | | | |
|---|
| Costello Asset Management, INC | 26.122.223 $ | +1.829.569 $ | 24.292.654 $ | +289.326 $ | 24.003.328 $ | +2.303.338 $ | 21.699.990 $ | |
|---|
| Riverview Capital Advisers, LLC | 26.111.527 $ | +1.261.239 $ | 24.850.288 $ | -533.368 $ | 25.383.656 $ | +6.374.577 $ | 19.009.079 $ | |
|---|
| ZEVIN ASSET MANAGEMENT LLC | 26.102.273 $ | +26.076.560 $ | 25.713 $ | -222 $ | 25.935 $ | +3.284 $ | 22.651 $ | |
|---|
| Penobscot Investment Management Company, Inc. | 25.980.243 $ | +999.042 $ | 24.981.201 $ | | | | | |
|---|
| Financial Avengers, Inc. | 25.669.261 $ | +541.670 $ | 25.127.591 $ | | | | | |
|---|
| SIG BROKERAGE, LP | 25.349.114 $ | -230.791 $ | 25.579.905 $ | +2.476.602 $ | 23.103.303 $ | +21.752.457 $ | 1.350.846 $ | |
|---|
| Mirador Capital Partners LP | 25.438.342 $ | +3.050.420 $ | 22.387.922 $ | +123.661 $ | 22.264.261 $ | +3.276.204 $ | 18.988.057 $ | |
|---|
| NICOLA WEALTH MANAGEMENT LTD. | 24.420.756 $ | -1.005.450 $ | 25.426.206 $ | +20.844 $ | 25.405.362 $ | +7.711.182 $ | 17.694.180 $ | |
|---|
| CADINHA & CO LLC | 18.184.692 $ | -7.225.485 $ | 25.410.177 $ | +7.589.785 $ | 17.820.392 $ | +551.824 $ | 17.268.568 $ | |
|---|
| Manchester Capital Management LLC | 25.344.960 $ | +2.355.494 $ | 22.989.466 $ | -1.133.609 $ | 24.123.075 $ | +3.246.730 $ | 20.876.345 $ | |
|---|
| PRINCETON CAPITAL MANAGEMENT LLC | 24.952.104 $ | +1.129.418 $ | 23.822.686 $ | -1.471.006 $ | 25.293.692 $ | +2.539.357 $ | 22.754.335 $ | |
|---|
| Icon Wealth Advisors, LLC | 25.016.242 $ | +1.726.578 $ | 23.289.664 $ | -1.756.567 $ | 25.046.231 $ | +3.798.642 $ | 21.247.589 $ | |
|---|
| ICICI Prudential Asset Management Co Ltd | 25.008.424 $ | +247.076 $ | 24.761.348 $ | | | | | |
|---|
| Stillwater Capital Advisors, LLC | 24.977.688 $ | +1.506.788 $ | 23.470.900 $ | -128.994 $ | 23.599.894 $ | +3.058.568 $ | 20.541.326 $ | |
|---|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 22.844.948 $ | -2.125.650 $ | 24.970.598 $ | +158.686 $ | 24.811.912 $ | +3.548.454 $ | 21.263.458 $ | |
|---|
| Fulcrum Capital LLC | 24.919.789 $ | +1.525.484 $ | 23.394.305 $ | +489.111 $ | 22.905.194 $ | +3.380.142 $ | 19.525.052 $ | |
|---|
| SCS Capital Management LLC | 23.576.186 $ | +318.234 $ | 23.257.952 $ | -1.644.129 $ | 24.902.081 $ | +4.696.659 $ | 20.205.422 $ | |
|---|
| Fiduciary Group, LLC | 24.582.958 $ | +1.527.730 $ | 23.055.228 $ | +247.724 $ | 22.807.504 $ | +3.047.724 $ | 19.759.780 $ | |
|---|
| SFMG, LLC | 24.464.472 $ | +1.777.140 $ | 22.687.332 $ | +998.823 $ | 21.688.509 $ | +3.515.675 $ | 18.172.834 $ | |
|---|
| Goldstream Capital Management Ltd | 17.254.026 $ | -7.110.998 $ | 24.365.024 $ | +889.416 $ | 23.475.608 $ | +761.418 $ | 22.714.190 $ | |
|---|
| Wellington Shields Capital Management, LLC | 24.338.122 $ | +1.603.405 $ | 22.734.717 $ | +1.050.429 $ | 21.684.288 $ | | | |
|---|
| FIRST HORIZON CORP | 24.292.651 $ | +830.059 $ | 23.462.592 $ | | | | | |
|---|
| Headwater Capital Co Ltd | 24.005.280 $ | +2.048.280 $ | 21.957.000 $ | | | | | |
|---|
| Hamilton Wealth, LLC | | | 23.995.049 $ | +557.396 $ | 23.437.653 $ | +2.909.170 $ | 20.528.483 $ | |
|---|
| FFG Partners, LLC | 23.913.605 $ | +1.054.547 $ | 22.859.058 $ | | | | | |
|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 23.902.565 $ | +1.407.838 $ | 22.494.727 $ | -168.260 $ | 22.662.987 $ | +2.787.857 $ | 19.875.130 $ | |
|---|
| MITCHELL CAPITAL MANAGEMENT CO | 19.647.398 $ | +244.436 $ | 19.402.962 $ | -473.412 $ | 19.876.374 $ | -3.985.464 $ | 23.861.838 $ | |
|---|
| Pure Financial Advisors, LLC | 23.846.442 $ | +742.916 $ | 23.103.526 $ | +976.880 $ | 22.126.646 $ | +9.437.257 $ | 12.689.389 $ | |
|---|
| Curtis Advisory Group, LLC | 23.833.781 $ | +2.145.315 $ | 21.688.466 $ | +6.622.516 $ | 15.065.950 $ | +7.584.546 $ | 7.481.404 $ | |
|---|
| FAGAN ASSOCIATES, INC. | 23.807.467 $ | +1.324.816 $ | 22.482.651 $ | | | | | |
|---|
| CMH Wealth Management LLC | 23.781.847 $ | +1.091.263 $ | 22.690.584 $ | -394.290 $ | 23.084.874 $ | +2.783.751 $ | 20.301.123 $ | |
|---|
| NORDEN GROUP LLC | 23.762.458 $ | +2.403.565 $ | 21.358.893 $ | +759.490 $ | 20.599.403 $ | +2.658.836 $ | 17.940.567 $ | |
|---|
| Main Street Financial Solutions, LLC | 10.470.035 $ | -13.167.458 $ | 23.637.493 $ | +1.683.555 $ | 21.953.938 $ | +11.507.786 $ | 10.446.152 $ | |
|---|
| GM Advisory Group, LLC | | | 23.522.081 $ | | | | | |
|---|
| Nilsine Partners, LLC | 23.485.935 $ | +2.281.841 $ | 21.204.094 $ | +1.272.951 $ | 19.931.143 $ | +2.246.095 $ | 17.685.048 $ | |
|---|
| Garda Capital Partners LP | | | | | 10.728.171 $ | -12.651.929 $ | 23.380.100 $ | |
|---|
| Saraza Management, LP | 20.542.980 $ | -2.511.870 $ | 23.054.850 $ | -310.185 $ | 23.365.035 $ | +1.485.135 $ | 21.879.900 $ | |
|---|
| Baker Chad R | 23.140.921 $ | +1.274.384 $ | 21.866.537 $ | -33.631 $ | 21.900.168 $ | +2.907.844 $ | 18.992.324 $ | |
|---|
| IPG Investment Advisors LLC | 23.110.160 $ | +2.953.414 $ | 20.156.746 $ | +2.653.812 $ | 17.502.934 $ | +2.573.232 $ | 14.929.702 $ | |
|---|
| LEAVELL INVESTMENT MANAGEMENT, INC. | 23.085.693 $ | +1.255.824 $ | 21.829.869 $ | +510.646 $ | 21.319.223 $ | +3.647.303 $ | 17.671.920 $ | |
|---|
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 23.082.000 $ | | | | | | | |
|---|
| BTG Pactual Asset Management US LLC | 23.050.839 $ | +3.455.753 $ | 19.595.086 $ | | | | | |
|---|
| Richard C. Young & CO., LTD. | 23.036.336 $ | +2.118.085 $ | 20.918.251 $ | +669.395 $ | 20.248.856 $ | +3.171.277 $ | 17.077.579 $ | |
|---|
| Sendero Wealth Management, LLC | 21.592.658 $ | +588.152 $ | 21.004.506 $ | -1.923.285 $ | 22.927.791 $ | +3.225.986 $ | 19.701.805 $ | |
|---|
| COZAD ASSET MANAGEMENT INC | 22.907.962 $ | +1.581.787 $ | 21.326.175 $ | -147.718 $ | 21.473.893 $ | +3.564.339 $ | 17.909.554 $ | |
|---|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 20.145.985 $ | +1.002.101 $ | 19.143.884 $ | +159.833 $ | 18.984.051 $ | -3.920.221 $ | 22.904.272 $ | |
|---|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | | | 19.980.870 $ | -2.835.690 $ | 22.816.560 $ | +3.029.520 $ | 19.787.040 $ | |
|---|
| PALISADE CAPITAL MANAGEMENT, LP | 22.814.890 $ | +1.755.540 $ | 21.059.350 $ | | | | | |
|---|
| Vision Capital Management, Inc. | 22.679.499 $ | +874.834 $ | 21.804.665 $ | -876.093 $ | 22.680.758 $ | | | |
|---|
| Financial Advocates Investment Management | | | 1.403.273 $ | -11.348.804 $ | 12.752.077 $ | -9.922.768 $ | 22.674.845 $ | |
|---|
| Evolution Wealth Advisors, LLC | 22.447.014 $ | +1.083.731 $ | 21.363.283 $ | -1.237.953 $ | 22.601.236 $ | +2.829.315 $ | 19.771.921 $ | |
|---|
| Newbridge Financial Services Group, Inc. | 22.554.807 $ | +3.904.255 $ | 18.650.552 $ | +460.488 $ | 18.190.064 $ | +2.350.919 $ | 15.839.145 $ | |
|---|
| Legacy Private Trust Co. | 22.528.262 $ | +883.053 $ | 21.645.209 $ | +108.791 $ | 21.536.418 $ | +2.540.099 $ | 18.996.319 $ | |
|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 22.517.414 $ | +842.561 $ | 21.674.853 $ | +6.580 $ | 21.668.273 $ | +3.546.198 $ | 18.122.075 $ | |
|---|
| 1776 Wealth LLC | 22.463.177 $ | +1.073.765 $ | 21.389.412 $ | -637.125 $ | 22.026.537 $ | +2.775.840 $ | 19.250.697 $ | |
|---|
| Zuckerman Investment Group, LLC | 22.430.893 $ | +2.077.817 $ | 20.353.076 $ | -496.468 $ | 20.849.544 $ | +4.294.230 $ | 16.555.314 $ | |
|---|
| Greenland Capital Management LP | 22.289.133 $ | +10.654.338 $ | 11.634.795 $ | +1.481.206 $ | 10.153.589 $ | +2.930.368 $ | 7.223.221 $ | |
|---|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 22.263.974 $ | +976.662 $ | 21.287.312 $ | -29.717 $ | 21.317.029 $ | +2.732.432 $ | 18.584.597 $ | |
|---|
| CIM, LLC | 22.249.663 $ | +763.641 $ | 21.486.022 $ | -95.117 $ | 21.581.139 $ | +2.857.721 $ | 18.723.418 $ | |
|---|
| SOMERVILLE KURT F | 22.211.116 $ | +614.211 $ | 21.596.905 $ | +2.017.631 $ | | | 19.579.274 $ | |
|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 21.854.653 $ | -344.500 $ | 22.199.153 $ | +1.807.104 $ | 20.392.049 $ | +936.755 $ | 19.455.294 $ | |
|---|
| Keystone Financial Group | 22.184.340 $ | | | | | | | |
|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22.182.270 $ | +4.327.271 $ | 17.854.999 $ | +1.481.479 $ | 16.373.520 $ | +2.537.047 $ | 13.836.473 $ | |
|---|
| Strategic Blueprint, LLC | 19.084.433 $ | -3.078.489 $ | 22.162.922 $ | +1.565.772 $ | 20.597.150 $ | -381.453 $ | 20.978.603 $ | |
|---|
| HFR Wealth Management, LLC | 22.154.165 $ | +1.002.548 $ | 21.151.617 $ | -138.427 $ | 21.290.044 $ | +2.856.704 $ | 18.433.340 $ | |
|---|
| 180 WEALTH ADVISORS, LLC | 22.117.659 $ | +1.296.078 $ | 20.821.581 $ | | | | | |
|---|
| Concord Investment Counsel Inc. | 22.018.612 $ | -47.514 $ | 22.066.126 $ | | | | | |
|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 21.959.753 $ | +3.409.382 $ | 18.550.371 $ | +3.545.897 $ | | | 15.004.474 $ | |
|---|
| Stockman Wealth Management, Inc. | 21.928.593 $ | +1.644.935 $ | 20.283.658 $ | +185.778 $ | 20.097.880 $ | +3.136.581 $ | 16.961.299 $ | |
|---|
| Telos Capital Management, Inc. | 21.886.815 $ | +1.150.185 $ | 20.736.630 $ | +165.746 $ | 20.570.884 $ | +3.173.509 $ | 17.397.375 $ | |
|---|
| Cornerstone Wealth Management, LLC | 21.872.179 $ | +1.206.848 $ | 20.665.331 $ | | | | | |
|---|
| GPS Wealth Strategies Group, LLC | 3.923.488 $ | -17.696.830 $ | 21.620.318 $ | -115.558 $ | 21.735.876 $ | +2.932.271 $ | 18.803.605 $ | |
|---|
| Venturi Wealth Management, LLC | 21.642.847 $ | +2.912.420 $ | 18.730.427 $ | +474.758 $ | 18.255.669 $ | +3.631.516 $ | 14.624.153 $ | |
|---|
| Abacus Planning Group, Inc. | 21.603.829 $ | +1.204.678 $ | 20.399.151 $ | +60.601 $ | 20.338.550 $ | +2.795.436 $ | 17.543.114 $ | |
|---|
| BANK OF HAWAII | 21.496.957 $ | +3.344.229 $ | 18.152.728 $ | +724.829 $ | 17.427.899 $ | +2.334.571 $ | 15.093.328 $ | |
|---|
| Whetstone Capital Advisors, LLC | 21.490.265 $ | +1.017.558 $ | 20.472.707 $ | +16.783 $ | 20.455.924 $ | +20.438.184 $ | 17.740 $ | |
|---|
| West Branch Capital LLC | 21.451.113 $ | +853.388 $ | 20.597.725 $ | +869.655 $ | 19.728.070 $ | +3.135.804 $ | 16.592.266 $ | |
|---|
| IBEX WEALTH ADVISORS | 18.160.230 $ | -3.165.288 $ | 21.325.518 $ | +4.789.865 $ | 16.535.653 $ | -612 $ | 16.536.265 $ | |
|---|
| Alley Investment Management Company, LLC | 21.267.293 $ | +903.273 $ | 20.364.020 $ | +45.654 $ | 20.318.366 $ | +2.561.971 $ | 17.756.395 $ | |
|---|
| CREDIT INDUSTRIEL ET COMMERCIAL | 12.352.101 $ | -8.876.805 $ | 21.228.906 $ | +17.403 $ | 21.211.503 $ | +2.816.405 $ | 18.395.098 $ | |
|---|
| JOURNEY STRATEGIC WEALTH LLC | 21.200.369 $ | +1.737.671 $ | 19.462.698 $ | +294.141 $ | 19.168.557 $ | +8.660.924 $ | 10.507.633 $ | |
|---|
| Ameritas Advisory Services, LLC | 18.525.293 $ | +1.336.335 $ | 17.188.958 $ | +3.903.724 $ | 13.285.234 $ | -7.913.697 $ | 21.198.931 $ | |
|---|
| Brookwood Investment Group LLC | 21.087.585 $ | +2.092.554 $ | 18.995.031 $ | +353.213 $ | 18.641.818 $ | +3.024.897 $ | 15.616.921 $ | |
|---|
| Bath Savings Trust Co | 20.897.058 $ | +1.697.638 $ | 19.199.420 $ | -22.215 $ | 19.221.635 $ | +2.446.982 $ | 16.774.653 $ | |
|---|
| Black Swift Group, LLC | 20.878.823 $ | +3.110.121 $ | 17.768.702 $ | -1.419.147 $ | 19.187.849 $ | +13.768.483 $ | 5.419.366 $ | |
|---|
| NIGHTVIEW CAPITAL, LLC | 20.878.592 $ | +1.017.607 $ | 19.860.985 $ | | | | | |
|---|
| AlTi Global, Inc. | 20.758.071 $ | +20.118 $ | 20.737.953 $ | +661.744 $ | 20.076.209 $ | +4.027.588 $ | 16.048.621 $ | |
|---|
| Covenant Asset Management, LLC | 20.705.016 $ | +876.527 $ | 19.828.489 $ | +229.283 $ | 19.599.206 $ | +2.619.832 $ | 16.979.374 $ | |
|---|
| CapWealth Advisors, LLC | 20.699.938 $ | +1.181.043 $ | 19.518.895 $ | -234.322 $ | 19.753.217 $ | +2.788.684 $ | 16.964.533 $ | |
|---|
| Triavera Capital LLC | 20.672.008 $ | +2.718.867 $ | 17.953.141 $ | +14.718 $ | 17.938.423 $ | +4.664.934 $ | 13.273.489 $ | |
|---|
| Exane Asset Management | 20.650.770 $ | | | | | | | |
|---|
| TRUST CO OF TOLEDO NA /OH/ | 20.635.539 $ | +1.084.367 $ | 19.551.172 $ | +222.255 $ | 19.328.917 $ | +2.559.210 $ | 16.769.707 $ | |
|---|
| Canvas Wealth Advisors, LLC | 20.610.469 $ | +2.654.685 $ | 17.955.784 $ | | | | | |
|---|
| 1ST SOURCE BANK | 20.603.224 $ | +736.530 $ | 19.866.694 $ | +18.261 $ | 19.848.433 $ | +2.579.294 $ | 17.269.139 $ | |
|---|
| Verdence Capital Advisors LLC | 20.571.958 $ | +3.741.921 $ | 16.830.037 $ | +1.709.588 $ | 15.120.449 $ | +1.520.428 $ | 13.600.021 $ | |
|---|
| Independence Bank of Kentucky | 20.543.211 $ | +1.280.335 $ | 19.262.876 $ | +498.230 $ | 18.764.646 $ | +3.303.167 $ | 15.461.479 $ | |
|---|
| Perennial Advisors, LLC | 20.531.430 $ | +1.572.667 $ | 18.958.763 $ | +117.111 $ | 18.841.652 $ | +2.440.478 $ | 16.401.174 $ | |
|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 20.472.119 $ | +2.075.226 $ | 18.396.893 $ | -57.317 $ | 18.454.210 $ | +3.261.758 $ | 15.192.452 $ | |
|---|
| Sound View Wealth Advisors Group, LLC | 20.471.109 $ | +779.056 $ | 19.692.053 $ | | | | | |
|---|
| Apollon Financial, LLC | 20.466.117 $ | +1.427.861 $ | 19.038.256 $ | | | | | |
|---|
| Golden State Wealth Management, LLC | 20.408.220 $ | +1.137.828 $ | 19.270.392 $ | +709.600 $ | 18.560.792 $ | +4.643.269 $ | 13.917.523 $ | |
|---|
| Northstar Group, Inc. | 20.355.091 $ | +890.869 $ | 19.464.222 $ | | | | | |
|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 20.312.160 $ | +18.614.301 $ | | | 1.697.859 $ | -4.803.325 $ | 6.501.184 $ | |
|---|
| Avior Wealth Management, LLC | 20.152.539 $ | +1.109.389 $ | 19.043.150 $ | -282.527 $ | 19.325.677 $ | +5.294.092 $ | 14.031.585 $ | |
|---|
| Fund 1 Investments, LLC | 20.085.956 $ | +12.949.931 $ | 7.136.025 $ | +7.059.921 $ | | | 76.104 $ | |
|---|
| Financiere des Professionnels - Fonds d'investissement inc. | 19.975.163 $ | +16.755.608 $ | 3.219.555 $ | -652.240 $ | 3.871.795 $ | +2.558.811 $ | 1.312.984 $ | |
|---|
| Bogart Wealth, LLC | 19.974.890 $ | +1.282.716 $ | 18.692.174 $ | -327.842 $ | 19.020.016 $ | +3.181.632 $ | 15.838.384 $ | |
|---|
| Infusive Asset Management Inc. | 13.734.021 $ | -6.231.918 $ | 19.965.939 $ | +1.421.999 $ | 18.543.940 $ | | | |
|---|
| Morse Asset Management, Inc | 19.933.846 $ | +136.537 $ | 19.797.309 $ | +71.296 $ | 19.726.013 $ | +2.783.550 $ | 16.942.463 $ | |
|---|
| River Wealth Advisors LLC | 19.928.201 $ | +1.734.072 $ | 18.194.129 $ | +519.512 $ | 17.674.617 $ | +3.131.800 $ | 14.542.817 $ | |
|---|
| Ramsay, Stattman, Vela & Price, Inc. | 19.882.835 $ | +2.591.039 $ | 17.291.796 $ | +210.310 $ | 17.081.486 $ | +3.017.847 $ | 14.063.639 $ | |
|---|
| Visionary Wealth Advisors | 19.813.820 $ | +1.620.522 $ | 18.193.298 $ | +587.083 $ | 17.606.215 $ | +6.102.951 $ | 11.503.264 $ | |
|---|
| Ledyard National Bank | 18.874.613 $ | +197.770 $ | 18.676.843 $ | -1.102.263 $ | 19.779.106 $ | +2.321.610 $ | 17.457.496 $ | |
|---|
| Violich Capital Management, Inc. | 19.771.810 $ | +3.776.355 $ | 15.995.455 $ | +1.917.199 $ | 14.078.256 $ | +14.064.737 $ | 13.519 $ | |
|---|
| CITY HOLDING CO | 19.536.113 $ | +273.513 $ | 19.262.600 $ | -472.515 $ | 19.735.115 $ | +3.749.521 $ | 15.985.594 $ | |
|---|
| Institute for Wealth Management, LLC. | 19.463.233 $ | +845.462 $ | 18.617.771 $ | -1.091.322 $ | 19.709.093 $ | +1.309.811 $ | 18.399.282 $ | |
|---|
| Portfolio Design Labs, LLC | 19.692.409 $ | +1.367.974 $ | 18.324.435 $ | +7.399.470 $ | 10.924.965 $ | -2.447.841 $ | 13.372.806 $ | |
|---|
| PRAGMA GESTAO DE PATRIMONIO LTD | 19.688.946 $ | +454.614 $ | 19.234.332 $ | +7.277.577 $ | 11.956.755 $ | -4.881.255 $ | 16.838.010 $ | |
|---|
| Shepherd Financial Partners LLC | 19.633.554 $ | +987.672 $ | 18.645.882 $ | +10.677 $ | 18.635.205 $ | +2.083.350 $ | 16.551.855 $ | |
|---|
| Pelham Capital Ltd. | 17.616.644 $ | -1.984.809 $ | 19.601.453 $ | | | | | |
|---|
| Fulcrum Asset Management LLP | 19.596.466 $ | +2.344.412 $ | 17.252.054 $ | -464.347 $ | 17.716.401 $ | | | |
|---|
| Kozak & Associates, Inc. | 19.538.320 $ | +62.238 $ | 19.476.082 $ | +93.266 $ | 19.382.816 $ | +3.813.719 $ | 15.569.097 $ | |
|---|
| NOESIS CAPITAL MANGEMENT CORP | 19.485.477 $ | +1.600.953 $ | 17.884.524 $ | +633.122 $ | 17.251.402 $ | +15.241.115 $ | 2.010.287 $ | |
|---|
| Wealth Preservation Advisors, LLC | 19.484.208 $ | +951.841 $ | 18.532.367 $ | -164.706 $ | 18.697.073 $ | +2.213.327 $ | 16.483.746 $ | |
|---|
| HAMILTON CAPITAL PARTNERS, LLC | 19.438.341 $ | +2.238.263 $ | 17.200.078 $ | +1.729.291 $ | 15.470.787 $ | +1.926.342 $ | 13.544.445 $ | |
|---|
| PFG Advisors | 15.147.246 $ | -4.251.682 $ | 19.398.928 $ | | | | | |
|---|
| Hilton Capital Management, LLC | 19.203.070 $ | +1.730.787 $ | 17.472.283 $ | -442.007 $ | 17.914.290 $ | +2.388.123 $ | 15.526.167 $ | |
|---|
| ALTA FOX CAPITAL MANAGEMENT, LLC | 19.158.060 $ | +933.750 $ | 18.224.310 $ | +14.940 $ | 18.209.370 $ | +2.417.790 $ | 15.791.580 $ | |
|---|
| NBC SECURITIES, INC. | 19.142.194 $ | +19.126.959 $ | | | 15.235 $ | +1.590 $ | 13.645 $ | |
|---|
| Harbour Trust & Investment Management Co | 19.113.281 $ | +4.738.252 $ | 14.375.029 $ | +778.115 $ | 13.596.914 $ | +3.039.576 $ | 10.557.338 $ | |
|---|
| Mirabaud & Cie SA | 16.014.292 $ | +1.511.035 $ | 14.503.257 $ | -14.876 $ | 14.518.133 $ | -4.541.733 $ | 19.059.866 $ | |
|---|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 19.049.805 $ | +915.299 $ | 18.134.506 $ | +26.055 $ | 18.108.451 $ | +2.390.692 $ | 15.717.759 $ | |
|---|
| Wealth High Governance Capital Ltda | | | | | 19.043.052 $ | | | |
|---|
| SHUFRO ROSE & CO LLC | 19.002.028 $ | +3.926.776 $ | 15.075.252 $ | -327.564 $ | 15.402.816 $ | -226.600 $ | 15.629.416 $ | |
|---|
| GREENWOOD CAPITAL ASSOCIATES LLC | 18.935.319 $ | +211.926 $ | 18.723.393 $ | +692.606 $ | 18.030.787 $ | +1.883.040 $ | 16.147.747 $ | |
|---|
| Nemes Rush Group LLC | 18.921.788 $ | +1.342.703 $ | 17.579.085 $ | -61.409 $ | 17.640.494 $ | -240.902 $ | 17.881.396 $ | |
|---|
| Quantbot Technologies LP | 9.237.878 $ | +2.901.527 $ | 6.336.351 $ | -12.562.936 $ | | | 18.899.287 $ | |
|---|
| HBK Sorce Advisory LLC | 18.771.412 $ | +501.836 $ | 18.269.576 $ | +311.438 $ | 17.958.138 $ | +2.405.842 $ | 15.552.296 $ | |
|---|
| Pinnacle Wealth Management Advisory Group, LLC | 18.764.110 $ | +2.051.482 $ | 16.712.628 $ | +300.883 $ | 16.411.745 $ | +2.230.666 $ | 14.181.079 $ | |
|---|
| United Advisor Group, LLC | 18.755.829 $ | +3.402.971 $ | 15.352.858 $ | +4.698.183 $ | 10.654.675 $ | +1.738.140 $ | 8.916.535 $ | |
|---|
| Brandywine Global Investment Management, LLC | 18.741.430 $ | +760.184 $ | 17.981.246 $ | | | | | |
|---|
| DONALDSON CAPITAL MANAGEMENT, LLC | 18.712.487 $ | +1.359.516 $ | 17.352.971 $ | +1.365.009 $ | 15.987.962 $ | +2.058.146 $ | 13.929.816 $ | |
|---|
| JACKSON SQUARE CAPITAL, LLC | 18.710.069 $ | +1.554.377 $ | 17.155.692 $ | | | | | |
|---|
| HOLLENCREST CAPITAL MANAGEMENT | 16.991.584 $ | -1.453.833 $ | 18.445.417 $ | -147.667 $ | 18.593.084 $ | +4.413.196 $ | 14.179.888 $ | |
|---|
| Cohen Capital Management, Inc. | 18.578.009 $ | +976.839 $ | 17.601.170 $ | +18.817 $ | 17.582.353 $ | +2.277.458 $ | 15.304.895 $ | |
|---|
| Huntleigh Advisors, Inc. | 17.906.560 $ | -665.997 $ | 18.572.557 $ | +130.407 $ | 18.442.150 $ | +2.108.329 $ | 16.333.821 $ | |
|---|
| BANK OF NOVA SCOTIA TRUST CO | 18.564.622 $ | +2.138.810 $ | 16.425.812 $ | | | | | |
|---|
| Sustainable Insight Capital Management, LLC | 8.534.570 $ | -9.984.183 $ | 18.518.753 $ | | | | | |
|---|
| Private Capital Advisors, Inc. | 17.225.635 $ | -167.603 $ | 17.393.238 $ | -1.094.538 $ | 18.487.776 $ | +4.342.896 $ | 14.144.880 $ | |
|---|
| Lincoln Capital LLC | 18.417.631 $ | +822.987 $ | 17.594.644 $ | | | | | |
|---|
| Kemnay Advisory Services Inc. | 18.415.281 $ | +2.185.984 $ | 16.229.297 $ | +66.178 $ | 16.163.119 $ | +3.038.984 $ | 13.124.135 $ | |
|---|
| XTX Topco Ltd | 8.379.228 $ | +3.303.867 $ | 5.075.361 $ | -13.227.250 $ | 18.302.611 $ | | | |
|---|
| Security National Bank | 18.202.465 $ | +1.242.659 $ | 16.959.806 $ | +775.625 $ | 16.184.181 $ | +2.031.881 $ | 14.152.300 $ | |
|---|
| Providence Capital Advisors, LLC | 18.152.474 $ | +973.883 $ | 17.178.591 $ | +6.372.005 $ | 10.806.586 $ | +1.872.785 $ | 8.933.801 $ | |
|---|
| WealthPlan Investment Management, LLC | 15.871.463 $ | -2.053.839 $ | 17.925.302 $ | -141.950 $ | 18.067.252 $ | +5.246.351 $ | 12.820.901 $ | |
|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 16.145.628 $ | -896.956 $ | 17.042.584 $ | -994.784 $ | 18.037.368 $ | +2.145.711 $ | 15.891.657 $ | |
|---|
| VANTAGE WEALTH | | | | | | | 18.015.149 $ | |
|---|
| EFG Private Wealth Management (Americas) Corp. | | | 17.512.464 $ | -491.776 $ | 18.004.240 $ | +2.448.773 $ | 15.555.467 $ | |
|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 17.982.725 $ | +1.169.591 $ | 16.813.134 $ | +364.808 $ | 16.448.326 $ | +3.215.172 $ | 13.233.154 $ | |
|---|
| INVESCO, LLC | 17.956.180 $ | +944.994 $ | 17.011.186 $ | +308.587 $ | 16.702.599 $ | +2.517.574 $ | 14.185.025 $ | |
|---|
| SIGMA INVESTMENT COUNSELORS INC | 17.952.001 $ | +600.505 $ | 17.351.496 $ | | | | | |
|---|
| Parcion Private Wealth LLC | 17.937.992 $ | +1.808.994 $ | 16.128.998 $ | +1.134.281 $ | 14.994.717 $ | +2.244.854 $ | 12.749.863 $ | |
|---|
| Rockbridge Capital Management LLC | 16.969.425 $ | -45.274 $ | 17.014.699 $ | -878.091 $ | 17.892.790 $ | +2.912.479 $ | 14.980.311 $ | |
|---|
| Cassaday & Co Wealth Management LLC | 17.860.390 $ | +1.209.738 $ | 16.650.652 $ | | | | | |
|---|
| PRIVATE TRUST CO NA | 17.835.490 $ | +653.451 $ | 17.182.039 $ | -261.468 $ | 17.443.507 $ | +2.595.997 $ | 14.847.510 $ | |
|---|
| WHITENER CAPITAL MANAGEMENT, INC. | 17.717.282 $ | +411.653 $ | 17.305.629 $ | | | | | |
|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 17.713.607 $ | +1.048.446 $ | 16.665.161 $ | -288.877 $ | 16.954.038 $ | +2.577.406 $ | 14.376.632 $ | |
|---|
| KG&L Capital Management,LLC | 17.673.527 $ | +2.778.974 $ | 14.894.553 $ | | | | | |
|---|
| Nikulski Financial, Inc. | 17.672.002 $ | +1.347.888 $ | 16.324.114 $ | +215.134 $ | 16.108.980 $ | +2.663.453 $ | 13.445.527 $ | |
|---|
| SPINNAKER TRUST | 17.515.776 $ | +1.740.111 $ | 15.775.665 $ | +35.310 $ | 15.740.355 $ | +1.902.175 $ | 13.838.180 $ | |
|---|
| Hendershot Investments Inc. | 17.515.776 $ | +1.183.501 $ | 16.332.275 $ | +60.996 $ | 16.271.279 $ | +2.604.903 $ | 13.666.376 $ | |
|---|
| BAR HARBOR WEALTH MANAGEMENT | 17.444.222 $ | +781.494 $ | 16.662.728 $ | -103.714 $ | 16.766.442 $ | +1.640.011 $ | 15.126.431 $ | |
|---|
| Park State Asset Management | 17.428.757 $ | +404.617 $ | 17.024.140 $ | | | | | |
|---|
| Buck Wealth Strategies, LLC | 17.370.646 $ | +1.613.151 $ | 15.757.495 $ | +560.688 $ | 15.196.807 $ | +3.546.529 $ | 11.650.278 $ | |
|---|
| Goodman Financial Corp | | | 17.365.916 $ | | | | | |
|---|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 17.096.607 $ | -265.891 $ | 17.362.498 $ | +791.094 $ | 16.571.404 $ | +2.382.955 $ | 14.188.449 $ | |
|---|
| HOLDERNESS INVESTMENTS CO | 17.323.733 $ | +751.248 $ | 16.572.485 $ | +284.752 $ | 16.287.733 $ | +2.248.638 $ | 14.039.095 $ | |
|---|
| Marietta Wealth Management, LLC | 17.303.202 $ | +1.232.424 $ | 16.070.778 $ | +234.111 $ | 15.836.667 $ | +2.324.402 $ | 13.512.265 $ | |
|---|
| Csenge Advisory Group | 17.249.507 $ | +1.368.459 $ | 15.881.048 $ | | | | | |
|---|
| SEAVIEW INVESTMENT MANAGERS LLC | 9.026.178 $ | +633.590 $ | 8.392.588 $ | -8.825.577 $ | 17.218.165 $ | +2.635.687 $ | 14.582.478 $ | |
|---|
| Bridgewater Advisors Inc. | 16.522.255 $ | -687.767 $ | 17.210.022 $ | | | | | |
|---|
| GeoWealth Management, LLC | 16.759.332 $ | -416.157 $ | 17.175.489 $ | +4.568.043 $ | 12.607.446 $ | +1.910.094 $ | 10.697.352 $ | |
|---|
| LAZARI CAPITAL MANAGEMENT, INC. | 17.128.083 $ | +213.125 $ | 16.914.958 $ | -124.349 $ | 17.039.307 $ | +1.675.917 $ | 15.363.390 $ | |
|---|
| Asio Capital, LLC | 17.125.459 $ | +1.550.481 $ | 15.574.978 $ | +1.967.752 $ | 13.607.226 $ | +2.499.657 $ | 11.107.569 $ | |
|---|
| Rehmann Capital Advisory Group | 17.091.287 $ | +1.793.856 $ | 15.297.431 $ | +170.720 $ | 15.126.711 $ | +2.233.371 $ | 12.893.340 $ | |
|---|
| Quinn Opportunity Partners LLC | 14.426.250 $ | -833.865 $ | 15.260.115 $ | -1.808.427 $ | 17.068.542 $ | +5.405.604 $ | 11.662.938 $ | |
|---|
| S.E.E.D. Planning Group LLC | 16.948.961 $ | +872.258 $ | 16.076.703 $ | -36.367 $ | 16.113.070 $ | +2.078.780 $ | 14.034.290 $ | |
|---|
| SFE Investment Counsel | 16.909.066 $ | +93.187 $ | 16.815.879 $ | | | | | |
|---|
| Sage Capital Advisors,llc | 16.874.946 $ | +557.013 $ | 16.317.933 $ | +55.938 $ | 16.261.995 $ | +2.211.484 $ | 14.050.511 $ | |
|---|
| Hodges Capital Management Inc. | 16.859.554 $ | +1.192.466 $ | 15.667.088 $ | +2.592.088 $ | | | 13.075.000 $ | |
|---|
| Moloney Securities Asset Management, LLC | | | 16.106.777 $ | -738.426 $ | 16.845.203 $ | +2.333.502 $ | 14.511.701 $ | |
|---|
| Crescent Park Management, L.P. | 14.815.643 $ | -994.275 $ | 15.809.918 $ | -1.004.790 $ | 16.814.708 $ | +2.348.860 $ | 14.465.848 $ | |
|---|
| Broderick Brian C | 16.776.691 $ | +819.880 $ | 15.956.811 $ | -150.802 $ | 16.107.613 $ | | | |
|---|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 16.583.725 $ | -166.612 $ | 16.750.337 $ | +92.712 $ | 16.657.625 $ | +2.548.323 $ | 14.109.302 $ | |
|---|
| Sterling Investment Advisors, Ltd. | 16.746.630 $ | +949.937 $ | 15.796.693 $ | +67.798 $ | 15.728.895 $ | +2.432.429 $ | 13.296.466 $ | |
|---|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 16.723.832 $ | +792.711 $ | 15.931.121 $ | -157.406 $ | 16.088.527 $ | +2.109.364 $ | 13.979.163 $ | |
|---|
| Octahedron Capital Management L.P. | 16.711.368 $ | +9.421.644 $ | 7.289.724 $ | -3.613.959 $ | 10.903.683 $ | +4.587.051 $ | 6.316.632 $ | |
|---|
| MATHER GROUP, LLC. | 16.686.888 $ | +726.869 $ | 15.960.019 $ | +639.881 $ | 15.320.138 $ | +3.618.438 $ | 11.701.700 $ | |
|---|
| Citizens National Bank Trust Department | 16.683.208 $ | +919.399 $ | 15.763.809 $ | +1.055.684 $ | 14.708.125 $ | +2.110.249 $ | 12.597.876 $ | |
|---|
| BAXTER BROS INC | 16.668.666 $ | +1.215.769 $ | 15.452.897 $ | +1.005.188 $ | 14.447.709 $ | +7.825.710 $ | 6.621.999 $ | |
|---|
| Central Pacific Bank - Trust Division | 16.611.654 $ | +485.335 $ | 16.126.319 $ | -182.914 $ | 16.309.233 $ | +1.559.136 $ | 14.750.097 $ | |
|---|
| Shay Capital LLC | 16.585.802 $ | +6.472.408 $ | 10.113.394 $ | +7.711.073 $ | 2.402.321 $ | +1.620 $ | 2.400.701 $ | |
|---|
| Westover Capital Advisors, LLC | 16.569.645 $ | +835.918 $ | 15.733.727 $ | +173.272 $ | 15.560.455 $ | | | |
|---|
| Anchor Investment Management, LLC | 16.554.590 $ | +536.079 $ | 16.018.511 $ | -184.275 $ | 16.202.786 $ | +2.908.220 $ | 13.294.566 $ | |
|---|
| CENTRAL BANK & TRUST CO | 16.535.945 $ | +833.836 $ | 15.702.109 $ | +131.343 $ | 15.570.766 $ | +2.043.661 $ | 13.527.105 $ | |
|---|
| Blue Trust, Inc. | 16.414.411 $ | +642.050 $ | 15.772.361 $ | -761.038 $ | 16.533.399 $ | +3.101.658 $ | 13.431.741 $ | |
|---|
| LAKE STREET PRIVATE WEALTH, LLC | 16.493.474 $ | +1.821.148 $ | 14.672.326 $ | +625.223 $ | 14.047.103 $ | +1.972.442 $ | 12.074.661 $ | |
|---|
| HWG Holdings LP | 16.485.626 $ | +879.688 $ | 15.605.938 $ | +2.337.670 $ | 13.268.268 $ | +2.406.515 $ | 10.861.753 $ | |
|---|
| SageView Advisory Group, LLC | 16.478.523 $ | | | | | | | |
|---|
| Ironwood Investment Counsel, LLC | 16.464.617 $ | +853.920 $ | 15.610.697 $ | +2.739.480 $ | | | 12.871.217 $ | |
|---|
| Resolute Capital Asset Partners LLC | 16.424.690 $ | +7.641.890 $ | 8.782.800 $ | -2.173.756 $ | 10.956.556 $ | +492.256 $ | 10.464.300 $ | |
|---|
| Strategic Wealth Partners, Ltd. | | | 13.562.874 $ | -2.852.360 $ | 16.415.234 $ | | | |
|---|
| Sargent Investment Group, LLC | 16.375.987 $ | +1.582.458 $ | 14.793.529 $ | | | | | |
|---|
| Once Capital Management, LLC | 16.342.056 $ | +796.500 $ | 15.545.556 $ | | | | | |
|---|
| Zhang Financial LLC | 16.297.889 $ | +1.436.373 $ | 14.861.516 $ | +2.004.677 $ | 12.856.839 $ | +1.845.431 $ | 11.011.408 $ | |
|---|
| SILVER OAK SECURITIES, INCORPORATED | 16.286.503 $ | +1.513.079 $ | 14.773.424 $ | +1.601.591 $ | 13.171.833 $ | +2.009.589 $ | 11.162.244 $ | |
|---|
| Activest Wealth Management | 15.284.381 $ | -974.777 $ | 16.259.158 $ | +680.156 $ | 15.579.002 $ | +2.039.109 $ | 13.539.893 $ | |
|---|
| PYA Waltman Capital, LLC | 16.253.656 $ | +296.842 $ | 15.956.814 $ | +1.379.003 $ | 14.577.811 $ | +2.629.860 $ | 11.947.951 $ | |
|---|
| Family Capital Management, Inc. | 16.217.182 $ | +759.015 $ | 15.458.167 $ | | | | | |
|---|
| Cascade Financial Partners, LLC | 16.134.474 $ | +865.647 $ | 15.268.827 $ | -432.844 $ | 15.701.671 $ | +2.403.510 $ | 13.298.161 $ | |
|---|
| CONDOR CAPITAL MANAGEMENT | 16.114.944 $ | +631.076 $ | 15.483.868 $ | | | | | |
|---|
| Premier Path Wealth Partners, LLC | 16.079.017 $ | +2.460.492 $ | 13.618.525 $ | +2.230.584 $ | | | 11.387.941 $ | |
|---|
| Supplemental Annuity Collective Trust of NJ | 16.065.072 $ | +783.000 $ | 15.282.072 $ | +12.528 $ | 15.269.544 $ | +1.761.084 $ | 13.508.460 $ | |
|---|
| NICOLET ADVISORY SERVICES, LLC | 16.003.544 $ | +3.907.663 $ | 12.095.881 $ | +490.791 $ | 11.605.090 $ | +1.979.408 $ | 9.625.682 $ | |
|---|
| Nicholas Investment Partners, LP | 16.001.597 $ | +1.888.955 $ | 14.112.642 $ | | | | | |
|---|
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11.236.087 $ | -4.759.807 $ | 15.995.894 $ | | | | | |
|---|
| FIRST INTERSTATE BANK | 15.991.902 $ | +568.427 $ | 15.423.475 $ | -59.316 $ | 15.482.791 $ | +2.189.895 $ | 13.292.896 $ | |
|---|
| KP Management LLC | 13.502.970 $ | +1.755.975 $ | 11.746.995 $ | +996.885 $ | 10.750.110 $ | -5.231.730 $ | 15.981.840 $ | |
|---|
| WINTON GROUP Ltd | 15.973.667 $ | +1.765.292 $ | 14.208.375 $ | -996.010 $ | 15.204.385 $ | +11.182.669 $ | 4.021.716 $ | |
|---|
| CYPRESS ASSET MANAGEMENT INC/TX | 15.924.041 $ | +808.183 $ | 15.115.858 $ | | | | | |
|---|
| Hills Bank & Trust Co | 15.899.574 $ | +750.122 $ | 15.149.452 $ | -86.964 $ | 15.236.416 $ | +2.376.933 $ | 12.859.483 $ | |
|---|
| MOTCO | 15.587.275 $ | +743.904 $ | 14.843.371 $ | -1.019.688 $ | 15.863.059 $ | +3.314.461 $ | 12.548.598 $ | |
|---|
| Checchi Capital Advisers, LLC | 15.859.873 $ | +634.450 $ | 15.225.423 $ | | | | | |
|---|
| D L CARLSON INVESTMENT GROUP INC | 15.815.809 $ | +692.684 $ | 15.123.125 $ | -726.727 $ | 15.849.852 $ | +1.660.630 $ | 14.189.222 $ | |
|---|
| Kingsman Wealth Management, Inc. | 15.823.173 $ | +828.518 $ | 14.994.655 $ | +485.078 $ | 14.509.577 $ | +2.310.867 $ | 12.198.710 $ | |
|---|
| HOHIMER WEALTH MANAGEMENT, LLC | 15.733.716 $ | +3.799.428 $ | 11.934.288 $ | +1.680.219 $ | 10.254.069 $ | +1.427.147 $ | 8.826.922 $ | |
|---|
| Gryphon Financial Partners LLC | 15.686.522 $ | +1.804.215 $ | 13.882.307 $ | | | | | |
|---|
| COOPER INVESTORS PTY LTD | 5.579.612 $ | +139.985 $ | 5.439.627 $ | -8.798.784 $ | 14.238.411 $ | -1.419.226 $ | 15.657.637 $ | |
|---|
| LaFleur & Godfrey LLC | 15.575.623 $ | +370.945 $ | 15.204.678 $ | +1.900.096 $ | 13.304.582 $ | +3.141.554 $ | 10.163.028 $ | |
|---|
| APEIRON CAPITAL Ltd | | | | | | | 15.563.268 $ | |
|---|
| Parkside Financial Bank & Trust | | | 15.534.436 $ | | | | | |
|---|
| JOHN G ULLMAN & ASSOCIATES INC | 15.531.185 $ | +580.883 $ | 14.950.302 $ | -143.291 $ | 15.093.593 $ | +1.938.636 $ | 13.154.957 $ | |
|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 15.525.184 $ | +1.883.080 $ | 13.642.104 $ | +132.507 $ | 13.509.597 $ | +1.894.985 $ | 11.614.612 $ | |
|---|
| Clearstead Trust, LLC | 15.507.019 $ | +1.707.198 $ | 13.799.821 $ | -119.005 $ | 13.918.826 $ | | | |
|---|
| NVWM, LLC | 15.410.928 $ | +743.652 $ | 14.667.276 $ | +96.708 $ | 14.570.568 $ | +2.226.689 $ | 12.343.879 $ | |
|---|
| Walter Public Investments Inc. | 12.856.443 $ | -2.547.490 $ | 15.403.933 $ | | | | | |
|---|
| Texas Capital Bank Wealth Management Services Inc | 15.359.224 $ | +8.869.613 $ | 6.489.611 $ | +1.149.659 $ | 5.339.952 $ | +253.351 $ | 5.086.601 $ | |
|---|
| CULLEN INVESTMENT GROUP, LTD. | 15.351.413 $ | +2.591.297 $ | 12.760.116 $ | +210.569 $ | 12.549.547 $ | +1.833.914 $ | 10.715.633 $ | |
|---|
| RKL Wealth Management LLC | 15.309.368 $ | +993.184 $ | 14.316.184 $ | | | | | |
|---|
| BRIDGER MANAGEMENT, LLC | 15.296.672 $ | +745.549 $ | 14.551.123 $ | +2.820.120 $ | 11.731.003 $ | -353.171 $ | 12.084.174 $ | |
|---|
| Aspen Grove Capital, LLC | 15.218.420 $ | +743.926 $ | 14.474.494 $ | | | | | |
|---|
| PDS Planning, Inc | 15.173.645 $ | +1.549.107 $ | 13.624.538 $ | +237.107 $ | 13.387.431 $ | +3.472.192 $ | 9.915.239 $ | |
|---|
| Sara-Bay Financial | 15.160.723 $ | +938.735 $ | 14.221.988 $ | +3.926.673 $ | 10.295.315 $ | +1.470.859 $ | 8.824.456 $ | |
|---|
| Ravenswood Partners LP | 15.115.248 $ | +944.420 $ | 14.170.828 $ | | | | | |
|---|
| Welch Group, LLC | 15.094.769 $ | +1.256.748 $ | 13.838.021 $ | +471.844 $ | 13.366.177 $ | +2.147.314 $ | 11.218.863 $ | |
|---|
| RNC CAPITAL MANAGEMENT LLC | 15.077.855 $ | +1.818.901 $ | 13.258.954 $ | +409.501 $ | 12.849.453 $ | +1.477.232 $ | 11.372.221 $ | |
|---|
| Sphera Management Technology Funds Ltd | 13.849.200 $ | -1.184.758 $ | 15.033.958 $ | | | | | |
|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 14.983.006 $ | +793.497 $ | 14.189.509 $ | -28.955 $ | 14.218.464 $ | +1.732.827 $ | 12.485.637 $ | |
|---|
| PERSONAL CFO SOLUTIONS, LLC | 14.972.769 $ | +1.697.169 $ | 13.275.600 $ | +159.410 $ | 13.116.190 $ | +771.369 $ | 12.344.821 $ | |
|---|
| GenTrust, LLC | 14.967.005 $ | +7.736.565 $ | 7.230.440 $ | | | | | |
|---|
| Liberty Capital Management, Inc. | 14.965.907 $ | +737.771 $ | 14.228.136 $ | -55.469 $ | 14.283.605 $ | +1.850.114 $ | 12.433.491 $ | |
|---|
| Steele Capital Management, Inc. | 14.940.666 $ | +526.193 $ | 14.414.473 $ | -28.551 $ | 14.443.024 $ | +1.988.280 $ | 12.454.744 $ | |
|---|
| SCHOLTZ & COMPANY, LLC | 14.908.895 $ | +1.261.522 $ | 13.647.373 $ | +1.130.515 $ | 12.516.858 $ | +1.560.926 $ | 10.955.932 $ | |
|---|
| Mezzasalma Advisors, LLC | 14.879.918 $ | +1.857.002 $ | 13.022.916 $ | | | | | |
|---|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 14.875.196 $ | +960.825 $ | 13.914.371 $ | +208.200 $ | 13.706.171 $ | +1.991.862 $ | 11.714.309 $ | |
|---|
| Advisory Alpha, LLC | 14.855.155 $ | +2.372.467 $ | 12.482.688 $ | | | | | |
|---|
| KENNEDY CAPITAL MANAGEMENT LLC | | | | | 14.531.297 $ | -309.173 $ | 14.840.470 $ | |
|---|
| Dynasty Wealth Management, LLC | 14.803.273 $ | +1.878.601 $ | 12.924.672 $ | +5.034.648 $ | 7.890.024 $ | -3.813.136 $ | 11.703.160 $ | |
|---|
| Forvis Mazars Wealth Advisors, LLC | 14.776.866 $ | +2.952.698 $ | 11.824.168 $ | | | | | |
|---|
| Mine & Arao Wealth Creation & Management, LLC. | 14.748.475 $ | +723.221 $ | 14.025.254 $ | +214.434 $ | 13.810.820 $ | +1.803.321 $ | 12.007.499 $ | |
|---|
| TAGStone Capital, Inc. | 14.738.052 $ | +737.425 $ | 14.000.627 $ | -198.944 $ | 14.199.571 $ | +14.187.762 $ | 11.809 $ | |
|---|
| PLIMOTH TRUST CO LLC | 14.721.469 $ | +573.256 $ | 14.148.213 $ | -117.402 $ | 14.265.615 $ | +2.298.261 $ | 11.967.354 $ | |
|---|
| JT Stratford LLC | 14.706.927 $ | +1.378.808 $ | 13.328.119 $ | +764.224 $ | 12.563.895 $ | +2.263.219 $ | 10.300.676 $ | |
|---|
| Asset Planning,Inc | 14.676.228 $ | +612.550 $ | 14.063.678 $ | -45.512 $ | 14.109.190 $ | +1.830.571 $ | 12.278.619 $ | |
|---|
| ROCKLAND TRUST CO | 14.627.064 $ | +221.296 $ | 14.405.768 $ | +11.220.006 $ | 3.185.762 $ | +289.815 $ | 2.895.947 $ | |
|---|
| Golden State Equity Partners | 14.622.539 $ | +1.883.219 $ | 12.739.320 $ | +113.557 $ | 12.625.763 $ | +3.371.060 $ | 9.254.703 $ | |
|---|
| Farmers & Merchants Trust Co of Long Beach | 14.112.564 $ | -300.888 $ | 14.413.452 $ | -191.998 $ | 14.605.450 $ | +3.276.419 $ | 11.329.031 $ | |
|---|
| JAMES INVESTMENT RESEARCH, INC. | 14.218.512 $ | -237.318 $ | 14.455.830 $ | -142.161 $ | 14.597.991 $ | +1.684.664 $ | 12.913.327 $ | |
|---|
| WealthPLAN Partners, LLC | 14.564.295 $ | +1.243.203 $ | 13.321.092 $ | | | | | |
|---|
| Inscription Capital, LLC | 14.539.098 $ | +1.543.870 $ | 12.995.228 $ | +2.004.469 $ | 10.990.759 $ | +2.111.338 $ | 8.879.421 $ | |
|---|
| Clear Creek Financial Management, LLC | 14.516.039 $ | +1.555.700 $ | 12.960.339 $ | | | | | |
|---|
| Kidder Stephen W | 14.480.954 $ | +726.211 $ | 13.754.743 $ | | | | | |
|---|
| Financial Strategies Group, Inc. | 14.113.195 $ | -361.521 $ | 14.474.716 $ | +1.913.126 $ | 12.561.590 $ | +3.573.240 $ | 8.988.350 $ | |
|---|
| Tiptree Advisors, LLC | 14.426.250 $ | +703.125 $ | 13.723.125 $ | | | | | |
|---|
| New Hampshire Trust | 14.409.400 $ | +279.192 $ | 14.130.208 $ | -21.763 $ | 14.151.971 $ | +1.928.147 $ | 12.223.824 $ | |
|---|
| Platform Technology Partners | 14.375.990 $ | +1.626.612 $ | 12.749.378 $ | +341.965 $ | 12.407.413 $ | +1.864.599 $ | 10.542.814 $ | |
|---|
| Empire Financial Management Company, LLC | 14.369.006 $ | +610.750 $ | 13.758.256 $ | +5.434.600 $ | 8.323.656 $ | +1.727.342 $ | 6.596.314 $ | |
|---|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 14.362.775 $ | +4.637.141 $ | 9.725.634 $ | +5.717.457 $ | | | 4.008.177 $ | |
|---|
| Legacy Advisors, LLC | 14.316.380 $ | +1.876.016 $ | 12.440.364 $ | | | | | |
|---|
| Bellecapital International Ltd. | 14.238.132 $ | +644.553 $ | 13.593.579 $ | -183.455 $ | 13.777.034 $ | +2.268.016 $ | 11.509.018 $ | |
|---|
| COMPASS CAPITAL MANAGEMENT, INC | 12.573.227 $ | -1.618.680 $ | 14.191.907 $ | | | | | |
|---|
| Mirabaud Asset Management Ltd | 14.169.498 $ | +2.079.451 $ | 12.090.047 $ | -534.269 $ | | | 12.624.316 $ | |
|---|
| TBH Global Asset Management, LLC | 14.129.626 $ | +3.221.944 $ | 10.907.682 $ | +39.802 $ | 10.867.880 $ | +2.619.051 $ | 8.248.829 $ | |
|---|
| PIONEER TRUST BANK N A/OR | 14.112.335 $ | +595.606 $ | 13.516.729 $ | +285.318 $ | 13.231.411 $ | +1.943.285 $ | 11.288.126 $ | |
|---|
| Delta Investment Management, LLC | 14.065.709 $ | +1.003.490 $ | 13.062.219 $ | | | | | |
|---|
| Tradition Wealth Management, LLC | 14.038.660 $ | +767.012 $ | 13.271.648 $ | -20.712 $ | 13.292.360 $ | +1.827.942 $ | 11.464.418 $ | |
|---|
| WEALTH ALLIANCE, LLC | 14.033.669 $ | +780.163 $ | 13.253.506 $ | -324.565 $ | 13.578.071 $ | +2.014.464 $ | 11.563.607 $ | |
|---|
| Clarkston Capital Partners, LLC | 14.027.162 $ | +4.379.914 $ | 9.647.248 $ | +6.877.888 $ | 2.769.360 $ | +177.638 $ | 2.591.722 $ | |
|---|
| East Coast Asset Management, LLC. | 13.943.899 $ | +468.390 $ | 13.475.509 $ | -323.084 $ | 13.798.593 $ | +2.920.046 $ | 10.878.547 $ | |
|---|
| Community Financial Services Group, LLC | 13.933.919 $ | +440.458 $ | 13.493.461 $ | -231.362 $ | 13.724.823 $ | +1.466.551 $ | 12.258.272 $ | |
|---|
| Scott & Selber, Inc. | 13.901.365 $ | +229.619 $ | 13.671.746 $ | +13.658.334 $ | 13.412 $ | +1.867 $ | 11.545 $ | |
|---|
| Resonant Capital Advisors, LLC | 13.871.820 $ | +1.856.950 $ | 12.014.870 $ | +91.901 $ | 11.922.969 $ | +2.948.785 $ | 8.974.184 $ | |
|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 13.840.429 $ | -21.026 $ | 13.861.455 $ | | | | | |
|---|
| STF Management LP | 5.660.168 $ | -7.875.225 $ | 13.535.393 $ | -306.580 $ | 13.841.973 $ | +2.181.128 $ | 11.660.845 $ | |
|---|
| Capital Group Investment Management Pte. Ltd. | 13.834.428 $ | +4.392.698 $ | 9.441.730 $ | | | | | |
|---|
| Geneva Partners, LLC | 9.793.780 $ | -40.844 $ | 9.834.624 $ | -159.771 $ | 9.994.395 $ | -3.833.477 $ | 13.827.872 $ | |
|---|
| Nelson Capital Management, LLC | 13.799.113 $ | +323.662 $ | 13.475.451 $ | -175.873 $ | 13.651.324 $ | +1.936.254 $ | 11.715.070 $ | |
|---|
| Sovran Advisors, LLC | 13.741.557 $ | +2.013.103 $ | 11.728.454 $ | +2.646.730 $ | 9.081.724 $ | +2.158.855 $ | 6.922.869 $ | |
|---|
| Fragasso Financial Advisors Inc | 13.397.057 $ | +468.984 $ | 12.928.073 $ | -767.818 $ | 13.695.891 $ | +1.734.816 $ | 11.961.075 $ | |
|---|
| Cherry Creek Investment Advisors, Inc. | 13.692.595 $ | +592.494 $ | 13.100.101 $ | +181.863 $ | 12.918.238 $ | +1.781.078 $ | 11.137.160 $ | |
|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9.404.069 $ | +994.538 $ | 8.409.531 $ | +180.212 $ | 8.229.319 $ | -5.461.804 $ | 13.691.123 $ | |
|---|
| GARDNER LEWIS ASSET MANAGEMENT L P | 12.660.477 $ | +451.946 $ | 12.208.531 $ | -1.480.747 $ | 13.689.278 $ | +1.839.505 $ | 11.849.773 $ | |
|---|
| Glen Eagle Advisors, LLC | 13.676.827 $ | +700.632 $ | 12.976.195 $ | -515.460 $ | 13.491.655 $ | +2.954.254 $ | 10.537.401 $ | |
|---|
| AdvisorNet Financial, Inc | 13.665.236 $ | +980.018 $ | 12.685.218 $ | +4.014.925 $ | 8.670.293 $ | +1.220.853 $ | 7.449.440 $ | |
|---|
| Peterson Wealth Services | 13.655.542 $ | +606.497 $ | 13.049.045 $ | +1.864.801 $ | | | 11.184.244 $ | |
|---|
| Sompo Asset Management Co., Ltd. | 10.344.429 $ | -812.142 $ | 11.156.571 $ | -2.418.404 $ | 13.574.975 $ | +577.173 $ | 12.997.802 $ | |
|---|
| CATALYST FINANCIAL PARTNERS LLC | 13.543.364 $ | +1.462.623 $ | 12.080.741 $ | +313.100 $ | 11.767.641 $ | +2.271.955 $ | 9.495.686 $ | |
|---|
| First Financial Bank - Trust Division | 13.528.829 $ | +582.099 $ | 12.946.730 $ | -35.907 $ | 12.982.637 $ | +2.135.339 $ | 10.847.298 $ | |
|---|
| Wealth Advisory Solutions, LLC | 13.522.140 $ | +594.286 $ | 12.927.854 $ | +13.231 $ | 12.914.623 $ | +1.837.295 $ | 11.077.328 $ | |
|---|
| Leelyn Smith, LLC | 13.365.517 $ | -91.819 $ | 13.457.336 $ | +192.029 $ | 13.265.307 $ | +1.972.139 $ | 11.293.168 $ | |
|---|
| WEDGEWOOD PARTNERS INC | 13.448.958 $ | | | | | | | |
|---|
| EVERMAY WEALTH MANAGEMENT LLC | 11.781.515 $ | -1.240.963 $ | 13.022.478 $ | -384.007 $ | 13.406.485 $ | +1.780.076 $ | 11.626.409 $ | |
|---|
| Iyo Bank, Ltd. | 11.162.224 $ | +544.038 $ | 10.618.186 $ | +5.483.802 $ | 5.134.384 $ | -8.223.616 $ | 13.358.000 $ | |
|---|
| DARK FOREST CAPITAL MANAGEMENT LP | 7.476.491 $ | -3.392.224 $ | 10.868.715 $ | -2.432.462 $ | 13.301.177 $ | +4.819.576 $ | 8.481.601 $ | |
|---|
| Strong Tower Advisory Services | 13.297.540 $ | +919.281 $ | 12.378.259 $ | | | | | |
|---|
| PUZO MICHAEL J | 13.254.838 $ | +515.606 $ | 12.739.232 $ | | | | | |
|---|
| SUMMIT SECURITIES GROUP LLC | 3.914.015 $ | -9.324.080 $ | 13.238.095 $ | +12.031.450 $ | 1.206.645 $ | | | |
|---|
| Laurel Wealth Advisors LLC | 13.213.160 $ | +806.262 $ | 12.406.898 $ | +229.341 $ | 12.177.557 $ | +1.734.388 $ | 10.443.169 $ | |
|---|
| McCollum Christoferson Group LLC | 13.165.050 $ | +357.312 $ | 12.807.738 $ | +384.999 $ | 12.422.739 $ | +1.816.695 $ | 10.606.044 $ | |
|---|
| IFG Advisory, LLC | 12.924.537 $ | +17.614 $ | 12.906.923 $ | -204.483 $ | 13.111.406 $ | +2.439.722 $ | 10.671.684 $ | |
|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 8.255.046 $ | +267.090 $ | 7.987.956 $ | -4.850.964 $ | 12.838.920 $ | -242.772 $ | 13.081.692 $ | |
|---|
| Mechanics Bank Trust Department | 13.056.793 $ | +695.661 $ | 12.361.132 $ | | | | | |
|---|
| CHEMUNG CANAL TRUST CO | 13.054.959 $ | +613.235 $ | 12.441.724 $ | -34.344 $ | 12.476.068 $ | | | |
|---|
| Tradewinds, LLC. | 13.036.714 $ | +306.265 $ | 12.730.449 $ | +1.801.534 $ | | | 10.928.915 $ | |
|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 13.004.398 $ | +721.652 $ | 12.282.746 $ | -34.906 $ | 12.317.652 $ | +1.606.966 $ | 10.710.686 $ | |
|---|
| CHICAGO TRUST Co NA | 12.407.728 $ | +335.112 $ | 12.072.616 $ | -915.929 $ | 12.988.545 $ | +3.521.779 $ | 9.466.766 $ | |
|---|
| Westside Investment Management, Inc. | 12.951.459 $ | +665.327 $ | 12.286.132 $ | +187.263 $ | 12.098.869 $ | +1.774.652 $ | 10.324.217 $ | |
|---|
| Rockport Wealth LLC | | | | | | | 12.862.147 $ | |
|---|
| Ariose Capital Management Ltd | | | 12.847.481 $ | | | | | |
|---|
| Siren, L.L.C. | 11.887.230 $ | -957.615 $ | 12.844.845 $ | +2.095.155 $ | | | 10.749.690 $ | |
|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 12.843.748 $ | +404.229 $ | 12.439.519 $ | +22.703 $ | 12.416.816 $ | +1.521.577 $ | 10.895.239 $ | |
|---|
| GPM Growth Investors, Inc. | 12.759.499 $ | +736.285 $ | 12.023.214 $ | +102.439 $ | 11.920.775 $ | +1.735.777 $ | 10.184.998 $ | |
|---|
| Mattson Financial Services, LLC | 12.759.037 $ | +785.007 $ | 11.974.030 $ | +196.517 $ | 11.777.513 $ | +1.634.373 $ | 10.143.140 $ | |
|---|
| Aprio Wealth Management, LLC | 12.734.476 $ | +6.851.507 $ | 5.882.969 $ | +1.549.548 $ | 4.333.421 $ | +1.400.753 $ | 2.932.668 $ | |
|---|
| RDA Financial Network | 12.721.010 $ | +903.917 $ | 11.817.093 $ | +526.571 $ | 11.290.522 $ | +1.685.769 $ | 9.604.753 $ | |
|---|
| TLW Wealth Management, LLC | 12.706.410 $ | +376.896 $ | 12.329.514 $ | -368.779 $ | 12.698.293 $ | +1.983.801 $ | 10.714.492 $ | |
|---|
| McGuire Investment Group, LLC | 12.687.252 $ | +750.549 $ | 11.936.703 $ | -68.098 $ | 12.004.801 $ | +2.116.228 $ | 9.888.573 $ | |
|---|
| Westend Capital Management, LLC | 12.663.478 $ | +1.228.931 $ | 11.434.547 $ | -57.759 $ | 11.492.306 $ | +1.800.462 $ | 9.691.844 $ | |
|---|
| Pinnacle Wealth Planning Services, Inc. | 12.656.784 $ | +351.642 $ | 12.305.142 $ | +1.263.682 $ | 11.041.460 $ | +2.420.589 $ | 8.620.871 $ | |
|---|
| Consolidated Investment Group LLC | 12.648.936 $ | +616.500 $ | 12.032.436 $ | +9.864 $ | 12.022.572 $ | +1.596.324 $ | 10.426.248 $ | |
|---|
| PETTYJOHN, WOOD & WHITE, INC | 12.640.396 $ | +1.179.281 $ | 11.461.115 $ | +215.841 $ | 11.245.274 $ | +1.763.286 $ | 9.481.988 $ | |
|---|
| Tufton Capital Management | 16.036 $ | +1.175 $ | 14.861 $ | +18 $ | 14.843 $ | -12.604.532 $ | 12.619.375 $ | |
|---|
| Chronos Wealth Management, LLC | 12.596.771 $ | +671.705 $ | 11.925.066 $ | -111.328 $ | 12.036.394 $ | +1.660.375 $ | 10.376.019 $ | |
|---|
| Accent Capital Management, LLC | 12.595.617 $ | +573.281 $ | 12.022.336 $ | | | | | |
|---|
| Long Corridor Asset Management Ltd | 12.498.903 $ | +422.553 $ | 12.076.350 $ | +5.494.650 $ | 6.581.700 $ | | | |
|---|
| Arrow Capital Pty Ltd | 6.924.600 $ | -5.571.120 $ | | | 12.495.720 $ | +8.028.627 $ | 4.467.093 $ | |
|---|
| BROWN, LISLE/CUMMINGS, INC. | 12.458.860 $ | +1.297.783 $ | 11.161.077 $ | +255.964 $ | 10.905.113 $ | +1.694.436 $ | 9.210.677 $ | |
|---|
| Strengthening Families & Communities, LLC | 12.457.586 $ | +1.046.593 $ | 11.410.993 $ | +11.109.431 $ | 301.562 $ | +54.395 $ | 247.167 $ | |
|---|
| HCR Wealth Advisors | 12.415.346 $ | +720.139 $ | 11.695.207 $ | +212.774 $ | 11.482.433 $ | +1.715.056 $ | 9.767.377 $ | |
|---|
| Rench Wealth Management, Inc. | 12.377.302 $ | +603.919 $ | 11.773.383 $ | +110.790 $ | 11.662.593 $ | +1.672.196 $ | 9.990.397 $ | |
|---|
| Kazazian Asset Management, LLC | 12.348.870 $ | +5.170.688 $ | 7.178.182 $ | +682.483 $ | 6.495.699 $ | -1.037.646 $ | 7.533.345 $ | |
|---|
| Patriot Financial Group Insurance Agency, LLC | 12.338.220 $ | +2.044.150 $ | 10.294.070 $ | -1.973.530 $ | 12.267.600 $ | +2.596.140 $ | 9.671.460 $ | |
|---|
| Aster Capital Management (DIFC) Ltd | 348.307 $ | +161.453 $ | 186.854 $ | -12.150.647 $ | | | 12.337.501 $ | |
|---|
| Valmark Advisers, Inc. | 12.326.250 $ | +1.027.837 $ | 11.298.413 $ | | | | | |
|---|
| Congress Park Capital LLC | 12.276.549 $ | | | | | | | |
|---|
| Evanson Asset Management, LLC | 7.760.175 $ | -1.723.279 $ | 9.483.454 $ | -478.175 $ | 9.961.629 $ | -2.314.386 $ | 12.276.015 $ | |
|---|
| San Luis Wealth Advisors LLC | 12.263.813 $ | +936.306 $ | 11.327.507 $ | +11.316.661 $ | 10.846 $ | +2.567 $ | 8.279 $ | |
|---|
| ROMAN BUTLER FULLERTON & CO | 12.263.304 $ | +206.572 $ | 12.056.732 $ | | | | | |
|---|
| CONNING INC. | 11.808.520 $ | -428.557 $ | 12.237.077 $ | | | | | |
|---|
| Heritage Trust Co | 12.209.451 $ | +718.918 $ | 11.490.533 $ | +139.076 $ | 11.351.457 $ | +1.614.707 $ | 9.736.750 $ | |
|---|
| SIH Partners, LLLP | | | 12.207.433 $ | +11.802.000 $ | 405.433 $ | | | |
|---|
| HAP TRADING, LLC | | | 12.195.618 $ | | | | | |
|---|
| Marks Group Wealth Management, Inc | 12.192.605 $ | +2.621.329 $ | 9.571.276 $ | -89.123 $ | 9.660.399 $ | +1.370.961 $ | 8.289.438 $ | |
|---|
| Goelzer Investment Management, Inc. | 12.167.908 $ | +631.041 $ | 11.536.867 $ | -68.426 $ | 11.605.293 $ | +1.622.921 $ | 9.982.372 $ | |
|---|
| Canoe Financial LP | 12.164.214 $ | | | | | | | |
|---|
| VALUEWORKS LLC | 12.162.829 $ | +509.371 $ | 11.653.458 $ | -144.459 $ | 11.797.917 $ | +1.647.546 $ | 10.150.371 $ | |
|---|
| Prospect Hill Management, LLC | 12.162.598 $ | +900.194 $ | 11.262.404 $ | +42.141 $ | 11.220.263 $ | +1.394.666 $ | 9.825.597 $ | |
|---|
| Strategic Global Advisors, LLC | 12.126.590 $ | +314.822 $ | 11.811.768 $ | | | | | |
|---|
| Clay Northam Wealth Management, LLC | 12.091.810 $ | +391.952 $ | 11.699.858 $ | | | | | |
|---|
| RPg Family Wealth Advisory, LLC | 8.724.589 $ | +1.032.122 $ | 7.692.467 $ | -276 $ | 7.692.743 $ | -4.363.317 $ | 12.056.060 $ | |
|---|
| Hound Partners, LLC | 10.487.538 $ | -1.560.487 $ | 12.048.025 $ | +1.131.096 $ | | | 10.916.929 $ | |
|---|
| Fortis Capital Advisors, LLC | 11.993.176 $ | +821.235 $ | 11.171.941 $ | +1.144.721 $ | 10.027.220 $ | +1.398.739 $ | 8.628.481 $ | |
|---|
| Blue Edge Capital, LLC | 11.962.016 $ | +1.370.618 $ | 10.591.398 $ | -346.949 $ | 10.938.347 $ | +1.369.411 $ | 9.568.936 $ | |
|---|
| Miller Investment Management, LP | 11.955.784 $ | +1.119.785 $ | 10.835.999 $ | +161.579 $ | 10.674.420 $ | +1.367.091 $ | 9.307.329 $ | |
|---|
| Penbrook Management LLC | 11.947.243 $ | +586.692 $ | 11.360.551 $ | +93.778 $ | 11.266.773 $ | +1.327.591 $ | 9.939.182 $ | |
|---|
| Retirement Planning Group, LLC | 11.925.749 $ | +875.777 $ | 11.049.972 $ | | | | | |
|---|
| Citizens Business Bank | 11.888.620 $ | +778.380 $ | 11.110.240 $ | | | | | |
|---|
| NEXT CENTURY GROWTH INVESTORS LLC | 11.872.457 $ | +581.509 $ | 11.290.948 $ | +73.318 $ | 11.217.630 $ | +1.761.899 $ | 9.455.731 $ | |
|---|
| Triad Wealth Partners, LLC | 11.796.892 $ | +2.545.454 $ | 9.251.438 $ | +3.101.484 $ | 6.149.954 $ | +2.475.427 $ | 3.674.527 $ | |
|---|
| HBW ADVISORY SERVICES LLC | 11.796.850 $ | +369.219 $ | 11.427.631 $ | +333.627 $ | 11.094.004 $ | +1.692.809 $ | 9.401.195 $ | |
|---|
| Avantax Planning Partners, Inc. | 11.770.879 $ | +726.728 $ | 11.044.151 $ | | | | | |
|---|
| EARNED WEALTH ADVISORS, LLC | 11.754.876 $ | +5.548.953 $ | 6.205.923 $ | +183.233 $ | 6.022.690 $ | +193.507 $ | 5.829.183 $ | |
|---|
| LVW Advisors, LLC | 11.728.888 $ | +787.714 $ | 10.941.174 $ | | | | | |
|---|
| CORNERSTONE ENTERPRISES, LLC | 11.720.347 $ | +1.103.259 $ | 10.617.088 $ | | | | | |
|---|
| TOWER BRIDGE ADVISORS | 11.717.808 $ | +809.351 $ | 10.908.457 $ | +74.540 $ | 10.833.917 $ | +2.260.421 $ | 8.573.496 $ | |
|---|
| Kestra Investment Management, LLC | 11.444.517 $ | +563.783 $ | 10.880.734 $ | -181.072 $ | 11.061.806 $ | -646.795 $ | 11.708.601 $ | |
|---|
| Savoir Faire Capital Management, L.P. | 8.865.104 $ | -2.837.099 $ | 11.702.203 $ | | | | | |
|---|
| Graves Light Lenhart Wealth, Inc. | 11.694.726 $ | | | | | | | |
|---|
| Archford Capital Strategies, LLC | 11.382.681 $ | +584.580 $ | 10.798.101 $ | -878.888 $ | 11.676.989 $ | +1.993.326 $ | 9.683.663 $ | |
|---|
| Boussard & Gavaudan Investment Management LLP | 11.626.500 $ | | | | | | | |
|---|
| Banque de Luxembourg S.A. | 11.605.630 $ | +1.788.875 $ | 9.816.755 $ | +1.022.748 $ | 8.794.007 $ | -24.734 $ | 8.818.741 $ | |
|---|
| CANANDAIGUA NATIONAL BANK & TRUST CO | 11.599.167 $ | +485.192 $ | 11.113.975 $ | -434.715 $ | 11.548.690 $ | | | |
|---|
| Crocodile Capital Partners GmbH | 11.541.000 $ | | | | | | | |
|---|
| Investidor Profissional Gestao de Recursos Ltda. | 6.309.926 $ | -365.441 $ | 6.675.367 $ | -4.862.134 $ | 11.537.501 $ | +4.527.752 $ | 7.009.749 $ | |
|---|
| PICTET BANK & TRUST Ltd | 11.525.535 $ | +426.271 $ | 11.099.264 $ | -56.937 $ | 11.156.201 $ | +939.810 $ | 10.216.391 $ | |
|---|
| EagleClaw Capital Managment, LLC | 11.472.677 $ | +513.060 $ | 10.959.617 $ | | | | | |
|---|
| Bard Financial Services, Inc. | | | 11.333.106 $ | -94.919 $ | 11.428.025 $ | +1.455.547 $ | 9.972.478 $ | |
|---|
| Capital Advisors Wealth Management, LLC | 11.407.507 $ | +594.418 $ | 10.813.089 $ | | | | | |
|---|
| HERALD INVESTMENT MANAGEMENT Ltd | 11.402.508 $ | +1.216.316 $ | 10.186.192 $ | +7.888 $ | 10.178.304 $ | +1.350.240 $ | 8.828.064 $ | |
|---|
| GFS Advisors, LLC | 11.400.000 $ | | | | | | | |
|---|
| McKinley Carter Wealth Services, Inc. | 11.374.937 $ | +300.140 $ | 11.074.797 $ | | | | | |
|---|
| VELA Investment Management, LLC | 11.352.651 $ | +1.003.878 $ | 10.348.773 $ | +2.066.142 $ | 8.282.631 $ | +168.613 $ | 8.114.018 $ | |
|---|
| MARCO INVESTMENT MANAGEMENT LLC | 11.336.493 $ | +1.296.216 $ | 10.040.277 $ | +4.289.846 $ | 5.750.431 $ | +1.801.585 $ | 3.948.846 $ | |
|---|
| MONETTA FINANCIAL SERVICES INC | 10.733.130 $ | +523.125 $ | 10.210.005 $ | -1.088.580 $ | 11.298.585 $ | +1.500.195 $ | 9.798.390 $ | |
|---|
| Manske Wealth Management | 11.298.177 $ | +554.836 $ | 10.743.341 $ | +90.640 $ | 10.652.701 $ | +1.359.451 $ | 9.293.250 $ | |
|---|
| Jasper Ridge Partners, L.P. | 11.298.177 $ | +550.665 $ | 10.747.512 $ | | | | | |
|---|
| Legacy Trust | 11.294.715 $ | +768.968 $ | 10.525.747 $ | +2.756.050 $ | 7.769.697 $ | +457.434 $ | 7.312.263 $ | |
|---|
| Moss Adams Wealth Advisors LLC | 11.260.684 $ | +567.941 $ | 10.692.743 $ | +270.717 $ | 10.422.026 $ | +2.177.192 $ | 8.244.834 $ | |
|---|
| RAM Investment Partners, LLC | 11.183.274 $ | -46.056 $ | 11.229.330 $ | +118.900 $ | 11.110.430 $ | +920.266 $ | 10.190.164 $ | |
|---|
| Iowa State Bank | 11.220.160 $ | +695.731 $ | 10.524.429 $ | -124.542 $ | 10.648.971 $ | +1.497.846 $ | 9.151.125 $ | |
|---|
| Blume Capital Management, Inc. | 11.168.457 $ | +378.567 $ | 10.789.890 $ | -11.997 $ | 10.801.887 $ | +1.602.625 $ | 9.199.262 $ | |
|---|
| TenCore Partners, LP | 10.590.022 $ | -577.308 $ | 11.167.330 $ | +9.155 $ | 11.158.175 $ | +1.481.551 $ | 9.676.624 $ | |
|---|
| Edgestream Partners, L.P. | 11.154.146 $ | +3.960.155 $ | 7.193.991 $ | +548.668 $ | 6.645.323 $ | -2.308.883 $ | 8.954.206 $ | |
|---|
| Fairfield Financial Advisors, LTD | 10.522.161 $ | +245.187 $ | 10.276.974 $ | -839.298 $ | 11.116.272 $ | +1.064.646 $ | 10.051.626 $ | |
|---|
| MONECO ADVISORS, LLC | 10.992.096 $ | +1.149.475 $ | 9.842.621 $ | +406.482 $ | 9.436.139 $ | -1.673.485 $ | 11.109.624 $ | |
|---|
| Greater Midwest Financial Group, LLC | 8.231.200 $ | +823.663 $ | 7.407.537 $ | -3.701.941 $ | 11.109.478 $ | +323.287 $ | 10.786.191 $ | |
|---|
| Chapman Investment Management, LLC | 11.104.750 $ | +347.577 $ | 10.757.173 $ | | | | | |
|---|
| Allen Capital Group, LLC | 11.101.978 $ | +1.414.332 $ | 9.687.646 $ | +597.595 $ | 9.090.051 $ | +1.545.203 $ | 7.544.848 $ | |
|---|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 9.817.467 $ | -568.194 $ | 10.385.661 $ | -715.912 $ | 11.101.573 $ | | | |
|---|
| Strait & Sound Wealth Management LLC | 11.095.056 $ | +618.493 $ | 10.476.563 $ | | | | | |
|---|
| Legacy CG, LLC | 11.094.132 $ | +63.813 $ | 11.030.319 $ | | | | | |
|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11.079.360 $ | +3.833.550 $ | 7.245.810 $ | +5.940 $ | 7.239.870 $ | +4.005.450 $ | 3.234.420 $ | |
|---|
| Perkins Coie Trust Co | 11.068.416 $ | +976.635 $ | 10.091.781 $ | +836.466 $ | 9.255.315 $ | +1.374.838 $ | 7.880.477 $ | |
|---|
| SEAMOUNT FINANCIAL GROUP INC | 10.880.624 $ | +217.427 $ | 10.663.197 $ | -388.355 $ | 11.051.552 $ | +2.068.616 $ | 8.982.936 $ | |
|---|
| IMS Capital Management | | | 10.340.869 $ | -708.270 $ | 11.049.139 $ | +1.419.700 $ | 9.629.439 $ | |
|---|
| Family Manage LLC | 10.870.930 $ | +938.461 $ | 9.932.469 $ | +198.135 $ | 9.734.334 $ | -1.294.467 $ | 11.028.801 $ | |
|---|
| PRUDENT INVESTORS NETWORK, INC. | 11.024.886 $ | +518.022 $ | 10.506.864 $ | +276.489 $ | 10.230.375 $ | +1.406.877 $ | 8.823.498 $ | |
|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 11.021.620 $ | +423.448 $ | 10.598.172 $ | +329.217 $ | 10.268.955 $ | +1.377.182 $ | 8.891.773 $ | |
|---|
| Capricorn Fund Managers Ltd | 10.998.573 $ | +1.245.493 $ | 9.753.080 $ | -262.732 $ | 10.015.812 $ | | | |
|---|
| Regent Peak Wealth Advisors LLC | 10.992.169 $ | +675.177 $ | 10.316.992 $ | +1.826.591 $ | | | 8.490.401 $ | |
|---|
| Winthrop Advisory Group LLC | 10.986.264 $ | +455.978 $ | 10.530.286 $ | +359.585 $ | 10.170.701 $ | +2.947.305 $ | 7.223.396 $ | |
|---|
| BFSG, LLC | 10.959.586 $ | +482.289 $ | 10.477.297 $ | +102.049 $ | 10.375.248 $ | +1.495.368 $ | 8.879.880 $ | |
|---|
| Kera Capital Partners, Inc. | 10.958.398 $ | +1.611.620 $ | 9.346.778 $ | +796.589 $ | 8.550.189 $ | +2.519.412 $ | 6.030.777 $ | |
|---|
| Berbice Capital Management LLC | 10.950.793 $ | +983.852 $ | 9.966.941 $ | +457.920 $ | 9.509.021 $ | +1.756.687 $ | 7.752.334 $ | |
|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 8.297.287 $ | -634.602 $ | 8.931.889 $ | -1.384.049 $ | 10.315.938 $ | -623.632 $ | 10.939.570 $ | |
|---|
| J.Safra Asset Management Corp | 10.930.250 $ | | | | | | | |
|---|
| Bradley & Co. Private Wealth Management, LLC | 10.903.824 $ | +458.327 $ | 10.445.497 $ | +10.977 $ | 10.434.520 $ | +1.303.464 $ | 9.131.056 $ | |
|---|
| Legacy Financial Advisors, Inc. | 10.890.920 $ | | | | | | | |
|---|
| FIRETRAIL INVESTMENTS PTY LTD | 10.890.751 $ | | | | | | | |
|---|
| BIP Wealth, LLC | 10.884.620 $ | +4.878.707 $ | 6.005.913 $ | +1.699.147 $ | 4.306.766 $ | +813.349 $ | 3.493.417 $ | |
|---|
| LRI Investments, LLC | 10.822.395 $ | +645.648 $ | 10.176.747 $ | +155.131 $ | 10.021.616 $ | +1.082.237 $ | 8.939.379 $ | |
|---|
| B & T Capital Management DBA Alpha Capital Management | 10.815.761 $ | +665.268 $ | 10.150.493 $ | -70.878 $ | 10.221.371 $ | +1.332.241 $ | 8.889.130 $ | |
|---|
| PATTEN & PATTEN INC/TN | 10.777.574 $ | +388.060 $ | 10.389.514 $ | +971.723 $ | 9.417.791 $ | +1.475.926 $ | 7.941.865 $ | |
|---|
| Quent Capital, LLC | 10.760.828 $ | +1.784.806 $ | 8.976.022 $ | +121.003 $ | 8.855.019 $ | +1.323.957 $ | 7.531.062 $ | |
|---|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 10.754.596 $ | +433.049 $ | 10.321.547 $ | -71.396 $ | 10.392.943 $ | +1.261.414 $ | 9.131.529 $ | |
|---|
| RB Capital Management, LLC | 10.732.032 $ | +584.112 $ | 10.147.920 $ | | | | | |
|---|
| Alta Advisers Ltd | 8.788.933 $ | -1.877.119 $ | 10.666.052 $ | +72.367 $ | 10.593.685 $ | +1.406.600 $ | 9.187.085 $ | |
|---|
| Asset Dedication, LLC | 10.645.598 $ | +450.126 $ | 10.195.472 $ | -289.702 $ | 10.485.174 $ | +980.279 $ | 9.504.895 $ | |
|---|
| Katamaran Capital LLP | 1.928.501 $ | -6.847.492 $ | 8.775.993 $ | -1.831.075 $ | 10.607.068 $ | +4.730.317 $ | 5.876.751 $ | |
|---|
| Wealth Advisors Northwest LLC | 10.604.102 $ | +688.101 $ | 9.916.001 $ | +185.177 $ | 9.730.824 $ | +1.168.553 $ | 8.562.271 $ | |
|---|
| Knuff & Co LLC | 10.575.249 $ | +3.397.067 $ | 7.178.182 $ | +69.507 $ | 7.108.675 $ | +377.466 $ | 6.731.209 $ | |
|---|
| Game Plan Financial Advisors, LLC | 10.566.247 $ | +2.532.400 $ | 8.033.847 $ | +246.599 $ | 7.787.248 $ | +307.366 $ | 7.479.882 $ | |
|---|
| Ascent Wealth Partners, LLC | 10.565.093 $ | +614.620 $ | 9.950.473 $ | -46.471 $ | 9.996.944 $ | +1.145.668 $ | 8.851.276 $ | |
|---|
| Indiana Trust & Investment Management Co | 10.564.170 $ | +607.110 $ | 9.957.060 $ | +253.879 $ | 9.703.181 $ | +1.474.817 $ | 8.228.364 $ | |
|---|
| Lorne Steinberg Wealth Management Inc. | 10.553.782 $ | +579.156 $ | 9.974.626 $ | +159.337 $ | 9.815.289 $ | | | |
|---|
| Mill Creek Capital Advisors, LLC | 10.547.551 $ | +327.885 $ | 10.219.666 $ | | | | | |
|---|
| Pacifica Partners Inc. | | | 10.308.203 $ | -235.353 $ | 10.543.556 $ | +2.079.833 $ | 8.463.723 $ | |
|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10.538.549 $ | +3.581.034 $ | 6.957.515 $ | -647.420 $ | 7.604.935 $ | -2.171.385 $ | 9.776.320 $ | |
|---|
| Fairtree Asset Management (Pty) Ltd | 10.523.084 $ | +4.906.044 $ | 5.617.040 $ | +1.562.932 $ | 4.054.108 $ | +556.558 $ | 3.497.550 $ | |
|---|
| BBR PARTNERS, LLC | 10.483.614 $ | +829.121 $ | 9.654.493 $ | -128.107 $ | 9.782.600 $ | +892.892 $ | 8.889.708 $ | |
|---|
| Granite Bay Wealth Management, LLC | 10.474.993 $ | +1.042.046 $ | 9.432.947 $ | +9.423.874 $ | 9.073 $ | +1.024 $ | 8.049 $ | |
|---|
| High Note Wealth, LLC | 10.472.303 $ | +616.464 $ | 9.855.839 $ | +190.174 $ | 9.665.665 $ | +1.349.210 $ | 8.316.455 $ | |
|---|
| Apella Capital, LLC | 10.469.081 $ | +1.993.441 $ | 8.475.640 $ | +137.304 $ | 8.338.336 $ | +1.416.694 $ | 6.921.642 $ | |
|---|
| BCWM, LLC | 10.454.530 $ | +3.133.407 $ | 7.321.123 $ | +1.621.810 $ | 5.699.313 $ | +1.930.072 $ | 3.769.241 $ | |
|---|
| MONEY CONCEPTS CAPITAL CORP | 10.449.021 $ | +579.101 $ | 9.869.920 $ | | | | | |
|---|
| 111 Capital | | | | | 8.214.839 $ | -2.207.223 $ | 10.422.062 $ | |
|---|
| Finer Wealth Management, Inc. | 10.353.041 $ | +670.156 $ | 9.682.885 $ | | | | | |
|---|
| Facet Wealth, Inc. | 9.300.527 $ | +3.692.245 $ | 5.608.282 $ | -4.725.722 $ | 10.334.004 $ | +3.481.687 $ | 6.852.317 $ | |
|---|
| LINCOLN CAPITAL CORP | 10.289.725 $ | +361.867 $ | 9.927.858 $ | | | | | |
|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | | | 10.261.824 $ | +300.640 $ | 9.961.184 $ | +1.923.079 $ | 8.038.105 $ | |
|---|
| STABLEFORD CAPITAL II LLC | 9.961.960 $ | +230.618 $ | 9.731.342 $ | -512.655 $ | 10.243.997 $ | +1.679.089 $ | 8.564.908 $ | |
|---|
| Optas, LLC | 10.229.251 $ | +1.097.335 $ | 9.131.916 $ | | | | | |
|---|
| Concord Wealth Partners | 10.212.844 $ | +1.000.863 $ | 9.211.981 $ | -463.102 $ | 9.675.083 $ | +1.271.694 $ | 8.403.389 $ | |
|---|
| Columbia Bank | 10.169.930 $ | +742.839 $ | 9.427.091 $ | +211.997 $ | 9.215.094 $ | +2.306.944 $ | 6.908.150 $ | |
|---|
| Gilliland Jeter Wealth Management LLC | 10.167.621 $ | +260.403 $ | 9.907.218 $ | +12.729 $ | 9.894.489 $ | +1.174.493 $ | 8.719.996 $ | |
|---|
| Guardian Asset Advisors, LLC | 10.158.493 $ | +407.730 $ | 9.750.763 $ | | | | | |
|---|
| PEREGRINE INVESTMENT MANAGEMENT INC | 10.149.155 $ | +92.849 $ | 10.056.306 $ | +146.460 $ | 9.909.846 $ | +4.169.702 $ | 5.740.144 $ | |
|---|
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 10.099.760 $ | +492.255 $ | 9.607.505 $ | | | | | |
|---|
| Mengis Capital Management, Inc. | 10.080.601 $ | +1.332.273 $ | 8.748.328 $ | -94.844 $ | 8.843.172 $ | +1.220.405 $ | 7.622.767 $ | |
|---|
| Invst, LLC | 10.021.974 $ | +497.686 $ | 9.524.288 $ | -523.357 $ | 10.047.645 $ | +1.375.195 $ | 8.672.450 $ | |
|---|
| Arista Wealth Management, LLC | 9.184.367 $ | -837.064 $ | 10.021.431 $ | +361.214 $ | 9.660.217 $ | +6.169.104 $ | 3.491.113 $ | |
|---|
| IFC Advisors LLC | 9.993.121 $ | +836.613 $ | 9.156.508 $ | -170.638 $ | 9.327.146 $ | +1.377.512 $ | 7.949.634 $ | |
|---|
| HIGHLINE WEALTH PARTNERS LLC | 9.979.041 $ | +1.138.275 $ | 8.840.766 $ | +52.880 $ | 8.787.886 $ | +1.273.377 $ | 7.514.509 $ | |
|---|
| Paragon Capital Management LLC | 9.675.387 $ | -212.609 $ | 9.887.996 $ | -80.966 $ | 9.968.962 $ | +1.161.359 $ | 8.807.603 $ | |
|---|
| Spark Investment Management LLC | 9.966.808 $ | +485.775 $ | 9.481.033 $ | +7.773 $ | 9.473.260 $ | +1.257.833 $ | 8.215.427 $ | |
|---|
| ELEVATUS WELATH MANAGEMENT | 9.938.186 $ | +2.242.697 $ | 7.695.489 $ | +4.506.161 $ | | | 3.189.328 $ | |
|---|
| Eastover Investment Advisors LLC | 9.573.722 $ | +414.798 $ | 9.158.924 $ | -778.127 $ | 9.937.051 $ | +1.215.152 $ | 8.721.899 $ | |
|---|
| CAMPBELL CAPITAL MANAGEMENT INC | 9.929.876 $ | +776.003 $ | 9.153.873 $ | +1.093.484 $ | 8.060.389 $ | +2.542.849 $ | 5.517.540 $ | |
|---|
| CHAPIN DAVIS, INC. | 9.901.254 $ | | | | | | | |
|---|
| Qsemble Capital Management, LP | | | 4.451.123 $ | -5.445.779 $ | 9.896.902 $ | +8.859.985 $ | 1.036.917 $ | |
|---|
| Annis Gardner Whiting Capital Advisors, LLC | 9.896.055 $ | +840.006 $ | 9.056.049 $ | | | | | |
|---|
| Watts Gwilliam & Co., LLC | | | 9.564.256 $ | -294.935 $ | 9.859.191 $ | +1.191.506 $ | 8.667.685 $ | |
|---|
| Lynch Asset Management, Inc. | 9.844.473 $ | +534.705 $ | 9.309.768 $ | +62.479 $ | 9.247.289 $ | | | |
|---|
| AlphaStar Capital Management, LLC | | | | | 9.791.595 $ | | | |
|---|
| Lingotto Investment Management LLP | 9.789.076 $ | +477.112 $ | 9.311.964 $ | +7.634 $ | 9.304.330 $ | +1.235.403 $ | 8.068.927 $ | |
|---|
| Militia Capital Partners, LP | 9.744.297 $ | +1.488.465 $ | 8.255.832 $ | -1.528.962 $ | 9.784.794 $ | +1.369.421 $ | 8.415.373 $ | |
|---|
| Oak Harvest Investment Services | 9.761.566 $ | +951.792 $ | 8.809.774 $ | -164.582 $ | 8.974.356 $ | +1.264.505 $ | 7.709.851 $ | |
|---|
| WT Wealth Management | 8.984.209 $ | +471.347 $ | 8.512.862 $ | -1.236.063 $ | 9.748.925 $ | +1.138.607 $ | 8.610.318 $ | |
|---|
| Waldron Private Wealth LLC | 9.743.022 $ | +211.820 $ | 9.531.202 $ | | | | | |
|---|
| Bouvel Investment Partners, LLC | 9.708.520 $ | +626.666 $ | 9.081.854 $ | | | | | |
|---|
| Arlington Financial Advisors, LLC | 9.675.974 $ | | | | | | | |
|---|
| Y-Intercept (Hong Kong) Ltd | 9.675.513 $ | +8.491.335 $ | | | | | 1.184.178 $ | |
|---|
| Concord Asset Management, LLC/VA | 9.056.454 $ | +587.639 $ | 8.468.815 $ | -1.206.268 $ | 9.675.083 $ | +2.996.676 $ | 6.678.407 $ | |
|---|
| Quotient Wealth Partners, LLC | 9.672.738 $ | +1.135.777 $ | 8.536.961 $ | +476.684 $ | 8.060.277 $ | +1.093.135 $ | 6.967.142 $ | |
|---|
| Zullo Investment Group, Inc. | 9.663.279 $ | +398.742 $ | 9.264.537 $ | +13.299 $ | 9.251.238 $ | +759.173 $ | 8.492.065 $ | |
|---|
| Westmount Partners, LLC | 9.652.336 $ | +1.376.210 $ | 8.276.126 $ | -390.494 $ | 8.666.620 $ | +1.325.590 $ | 7.341.030 $ | |
|---|
| Alaethes Wealth, LLC | 9.649.811 $ | +447.050 $ | 9.202.761 $ | -196.005 $ | 9.398.766 $ | +1.409.130 $ | 7.989.636 $ | |
|---|
| Norman Fields, Gottscho Capital Management, LLC | 9.631.888 $ | +9.622.703 $ | 9.185 $ | -10 $ | 9.195 $ | +1.144 $ | 8.051 $ | |
|---|
| FAIRFIELD, BUSH & CO. | 9.594.189 $ | +219.939 $ | 9.374.250 $ | -105.301 $ | 9.479.551 $ | +1.236.726 $ | 8.242.825 $ | |
|---|
| Synergy Financial Group, LTD | 9.585.955 $ | +196.044 $ | 9.389.911 $ | +427.830 $ | 8.962.081 $ | +1.389.923 $ | 7.572.158 $ | |
|---|
| Investment Research & Advisory Group, Inc. | 9.566.797 $ | +497.239 $ | 9.069.558 $ | +149.599 $ | 8.919.959 $ | +1.139.657 $ | 7.780.302 $ | |
|---|
| Transamerica Financial Advisors, LLC | 9.524.111 $ | +1.985.745 $ | 7.538.366 $ | +1.513.517 $ | 6.024.849 $ | +6.019.462 $ | 5.387 $ | |
|---|
| Strategies Wealth Advisors, LLC | 9.510.048 $ | | | | | | | |
|---|
| Baldwin Investment Management, LLC | 9.507.937 $ | +425.644 $ | 9.082.293 $ | -102.250 $ | 9.184.543 $ | +1.155.761 $ | 8.028.782 $ | |
|---|
| BLODGETT WEALTH ADVISORS, LLC | 9.506.784 $ | +9.497.731 $ | 9.053 $ | | | | | |
|---|
| Jacobi Capital Management LLC | 9.494.934 $ | +1.557.550 $ | 7.937.384 $ | +395.696 $ | 7.541.688 $ | +1.665.770 $ | 5.875.918 $ | |
|---|
| VICUS CAPITAL | 9.491.318 $ | +836.747 $ | 8.654.571 $ | +403.752 $ | 8.250.819 $ | +1.769.041 $ | 6.481.778 $ | |
|---|
| West Family Investments, Inc. | 9.462.928 $ | +86.858 $ | | | 9.376.070 $ | +3.870.136 $ | 5.505.934 $ | |
|---|
| CHILDRESS CAPITAL ADVISORS, LLC | 9.459.501 $ | +1.298.244 $ | 8.161.257 $ | +932.981 $ | 7.228.276 $ | +1.540.805 $ | 5.687.471 $ | |
|---|
| Fairvoy Private Wealth, LLC | 9.438.461 $ | +567.174 $ | 8.871.287 $ | +106.218 $ | 8.765.069 $ | +1.127.652 $ | 7.637.417 $ | |
|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 9.099.848 $ | -305.433 $ | 9.405.281 $ | +4.452.903 $ | 4.952.378 $ | +1.452.545 $ | 3.499.833 $ | |
|---|
| Meadowbrook Wealth Management, LLC | 9.375.908 $ | +560.831 $ | 8.815.077 $ | | | | | |
|---|
| Global Wealth Management Investment Advisory, Inc. | 9.361.770 $ | +591.289 $ | 8.770.481 $ | +938.094 $ | 7.832.387 $ | +716.330 $ | 7.116.057 $ | |
|---|
| Heartland Bank & Trust Co | 9.339.439 $ | +308.524 $ | 9.030.915 $ | +3.025.333 $ | 6.005.582 $ | +697.328 $ | 5.308.254 $ | |
|---|
| PLATINUM INVESTMENT MANAGEMENT LTD | 7.173.886 $ | -2.134.345 $ | 9.308.231 $ | | | | | |
|---|
| Diversified Enterprises, LLC | 9.261.800 $ | +4.368.542 $ | 4.893.258 $ | +61.946 $ | 4.831.312 $ | +474.633 $ | 4.356.679 $ | |
|---|
| OAK HILL WEALTH ADVISORS, LLC | | | 9.243.019 $ | | | | | |
|---|
| Kessler Investment Group, LLC | 9.241.110 $ | +604.324 $ | 8.636.786 $ | +214.404 $ | 8.422.382 $ | +1.393.987 $ | 7.028.395 $ | |
|---|
| First Dallas Securities Inc. | 9.234.185 $ | +357.848 $ | 8.876.337 $ | +2.016.337 $ | | | 6.860.000 $ | |
|---|
| Intrinsic Edge Capital Management LLC | 9.232.800 $ | +450.000 $ | 8.782.800 $ | | | | | |
|---|
| Root Financial Partners, LLC | 9.214.086 $ | +1.693.830 $ | 7.520.256 $ | +328.212 $ | 7.192.044 $ | | | |
|---|
| Argentarii, LLC | 9.195.638 $ | +2.450.667 $ | 6.744.971 $ | -460.893 $ | 7.205.864 $ | +740.449 $ | 6.465.415 $ | |
|---|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.870.669 $ | +2.521.787 $ | 348.882 $ | -8.836.914 $ | 9.185.796 $ | +2.272.755 $ | 6.913.041 $ | |
|---|
| HHM Wealth Advisors, LLC | 7.475.799 $ | +466.026 $ | 7.009.773 $ | -2.127.821 $ | 9.137.594 $ | +1.356.150 $ | 7.781.444 $ | |
|---|
| Paragon Private Wealth Management, LLC | 9.124.777 $ | | | | | | | |
|---|
| Capital Investment Counsel, LLC | 9.116.701 $ | +758.549 $ | 8.358.152 $ | -225.043 $ | 8.583.195 $ | +651.446 $ | 7.931.749 $ | |
|---|
| SMITH, MOORE & CO. | 8.932.734 $ | -160.758 $ | 9.093.492 $ | +191.743 $ | 8.901.749 $ | +1.184.233 $ | 7.717.516 $ | |
|---|
| Capstone Financial Advisors, Inc. | 9.085.501 $ | +297.465 $ | 8.788.036 $ | +1.272.427 $ | 7.515.609 $ | +1.066.585 $ | 6.449.024 $ | |
|---|
| Prasad Wealth Partners, LLC | | | 9.083.078 $ | | | | | |
|---|
| Weaver Capital Management LLC | 9.062.917 $ | +1.476.553 $ | 7.586.364 $ | +547.016 $ | 7.039.348 $ | +1.411.837 $ | 5.627.511 $ | |
|---|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 8.861.872 $ | -182.216 $ | 9.044.088 $ | | | | | |
|---|
| SAX WEALTH ADVISORS, LLC | 9.039.622 $ | +1.068.116 $ | 7.971.506 $ | +575.884 $ | 7.395.622 $ | +2.082.174 $ | 5.313.448 $ | |
|---|
| Blueprint Investment Partners LLC | 9.034.987 $ | +1.032.758 $ | 8.002.229 $ | +225.512 $ | 7.776.717 $ | +696.381 $ | 7.080.336 $ | |
|---|
| DOLIVER ADVISORS, LP | 9.015.137 $ | +565.864 $ | 8.449.273 $ | +50.146 $ | 8.399.127 $ | +929.329 $ | 7.469.798 $ | |
|---|
| INSPIRE TRUST CO, N.A. | 9.003.827 $ | +2.761.671 $ | 6.242.156 $ | +31.225 $ | 6.210.931 $ | +1.775.970 $ | 4.434.961 $ | |
|---|
| One River Asset Management, LLC | 8.996.671 $ | | | | | | | |
|---|
| SeaBridge Investment Advisors LLC | 8.981.899 $ | +591.251 $ | 8.390.648 $ | | | | | |
|---|
| ARROW FINANCIAL CORP | 8.959.048 $ | +336.754 $ | 8.622.294 $ | -25.621 $ | 8.647.915 $ | +1.147.675 $ | 7.500.240 $ | |
|---|
| THAMES CAPITAL MANAGEMENT LLC | 8.958.124 $ | +1.555.102 $ | 7.403.022 $ | -176.025 $ | 7.579.047 $ | -1.030.979 $ | 8.610.026 $ | |
|---|
| Regal Investment Advisors LLC | 8.941.062 $ | +299.017 $ | 8.642.045 $ | +482.199 $ | 8.159.846 $ | +1.345.682 $ | 6.814.164 $ | |
|---|
| Kepler Cheuvreux (Suisse) SA | 8.757.772 $ | -175.872 $ | 8.933.644 $ | | | | | |
|---|
| Compton Wealth Advisory Group, LLC | 8.915.423 $ | +438.923 $ | 8.476.500 $ | +156.792 $ | 8.319.708 $ | +1.211.785 $ | 7.107.923 $ | |
|---|
| Oliver Luxxe Assets LLC | 8.885.222 $ | +458.749 $ | 8.426.473 $ | +547.924 $ | 7.878.549 $ | +1.188.026 $ | 6.690.523 $ | |
|---|
| Wills Financial Group LLC | 8.858.872 $ | +453.074 $ | 8.405.798 $ | -162.259 $ | 8.568.057 $ | +1.040.420 $ | 7.527.637 $ | |
|---|
| Fortis Group Advisors, LLC | 8.856.513 $ | +99.197 $ | 8.757.316 $ | +280.193 $ | 8.477.123 $ | +853.133 $ | 7.623.990 $ | |
|---|
| Eos Management, L.P. | 7.997.221 $ | +389.779 $ | 7.607.442 $ | +6.237 $ | 7.601.205 $ | -1.254.447 $ | 8.855.652 $ | |
|---|
| CLOVERFIELDS CAPITAL GROUP, LP | 8.842.714 $ | +1.811.643 $ | 7.031.071 $ | +16.295 $ | 7.014.776 $ | +1.092.363 $ | 5.922.413 $ | |
|---|
| Dupree Financial Group, LLC | 8.814.012 $ | +6.266.638 $ | 2.547.374 $ | | | | | |
|---|
| NatWest Group plc | 5.738.416 $ | +467.419 $ | 5.270.997 $ | -3.540.895 $ | | | 8.811.892 $ | |
|---|
| CAPE COD FIVE CENTS SAVINGS BANK | 8.792.911 $ | +0 $ | 8.792.911 $ | +0 $ | 8.792.911 $ | +0 $ | 8.792.911 $ | |
|---|
| Forest Hill Capital, LLC | | | 8.782.800 $ | | | | | |
|---|
| Trilogy Capital Inc. | 8.761.696 $ | +6.068.890 $ | 2.692.806 $ | +10.983 $ | 2.681.823 $ | +464.723 $ | 2.217.100 $ | |
|---|
| Pegasus Asset Management, Inc. | 8.754.311 $ | +325.896 $ | 8.428.415 $ | +66.145 $ | 8.362.270 $ | +1.339.392 $ | 7.022.878 $ | |
|---|
| Berkeley, Inc | 8.749.463 $ | +1.280.131 $ | 7.469.332 $ | | | | | |
|---|
| Bell & Brown Wealth Advisors, LLC | 8.747.616 $ | | | | | | | |
|---|
| GRAYBILL WEALTH MANAGEMENT, LTD. | 8.738.347 $ | +1.959.817 $ | 6.778.530 $ | -120.592 $ | 6.899.122 $ | +1.081.002 $ | 5.818.120 $ | |
|---|
| CGN Advisors LLC | 8.733.882 $ | +526.905 $ | 8.206.977 $ | -211.126 $ | 8.418.103 $ | +1.448.975 $ | 6.969.128 $ | |
|---|
| AMJ Financial Wealth Management | 8.728.920 $ | +6.997.611 $ | 1.731.309 $ | +134.369 $ | 1.596.940 $ | +183.118 $ | 1.413.822 $ | |
|---|
| ADIRONDACK TRUST CO | 8.724.935 $ | +457.530 $ | 8.267.405 $ | +46.048 $ | 8.221.357 $ | +1.169.613 $ | 7.051.744 $ | |
|---|
| Connecticut Wealth Management, LLC | 8.723.306 $ | +711.047 $ | 8.012.259 $ | +927.129 $ | 7.085.130 $ | +673.975 $ | 6.411.155 $ | |
|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 8.705.987 $ | +790.442 $ | 7.915.545 $ | +263.441 $ | 7.652.104 $ | +1.071.772 $ | 6.580.332 $ | |
|---|
| Barrier Capital Management, LLC | | | | | | | 8.690.316 $ | |
|---|
| Pines Wealth Management, LLC | 8.674.909 $ | +423.468 $ | 8.251.441 $ | -407.037 $ | 8.658.478 $ | +2.536.391 $ | 6.122.087 $ | |
|---|
| Canopy Partners, LLC | 8.673.996 $ | +523.328 $ | 8.150.668 $ | +275.434 $ | 7.875.234 $ | +284.232 $ | 7.591.002 $ | |
|---|
| Mendel Money Management | 8.673.062 $ | +151.989 $ | 8.521.073 $ | | | | | |
|---|
| Formidable Asset Management, LLC | 8.630.858 $ | +737.206 $ | 7.893.652 $ | +1.209.818 $ | 6.683.834 $ | -1.141 $ | 6.684.975 $ | |
|---|
| Beacon Capital Management, LLC | 8.491.847 $ | -132.314 $ | 8.624.161 $ | +221.188 $ | 8.402.973 $ | +1.252.024 $ | 7.150.949 $ | |
|---|
| Castle Rock Wealth Management, LLC | 8.599.902 $ | +519.931 $ | 8.079.971 $ | | | | | |
|---|
| WORLD EQUITY GROUP, INC. | 7.941.421 $ | -600.345 $ | 8.541.766 $ | +1.806.427 $ | 6.735.339 $ | +683.237 $ | 6.052.102 $ | |
|---|
| BOK Financial Private Wealth, Inc. | 8.530.415 $ | +611.403 $ | 7.919.012 $ | -79.070 $ | 7.998.082 $ | +457.697 $ | 7.540.385 $ | |
|---|
| Nadler Financial Group, Inc. | 8.239.812 $ | +98.596 $ | 8.141.216 $ | -387.790 $ | 8.529.006 $ | +963.698 $ | 7.565.308 $ | |
|---|
| Elm3 Financial Group, LLC | 8.511.445 $ | +209.434 $ | 8.302.011 $ | -159.053 $ | 8.461.064 $ | +893.412 $ | 7.567.652 $ | |
|---|
| HARBOUR INVESTMENT MANAGEMENT LLC | 6.361.630 $ | -1.401.048 $ | 7.762.678 $ | -735.174 $ | 8.497.852 $ | +643.158 $ | 7.854.694 $ | |
|---|
| SONATA CAPITAL GROUP INC | 8.487.021 $ | +8.478.728 $ | 8.293 $ | +86 $ | 8.207 $ | +1.047 $ | 7.160 $ | |
|---|
| Greystone Financial Group, LLC | 8.483.097 $ | +4.054.370 $ | 4.428.727 $ | -42.222 $ | 4.470.949 $ | +935.538 $ | 3.535.411 $ | |
|---|
| Sky Investment Group LLC | 8.478.249 $ | +936.898 $ | 7.541.351 $ | +140.668 $ | 7.400.683 $ | +1.031.729 $ | 6.368.954 $ | |
|---|
| Wealthspire Retirement, LLC | 5.059.050 $ | +312.006 $ | 4.747.044 $ | -3.711.198 $ | 8.458.242 $ | +1.372.322 $ | 7.085.920 $ | |
|---|
| BLACKHILL CAPITAL INC | 8.443.396 $ | +411.525 $ | 8.031.871 $ | +6.585 $ | 8.025.286 $ | +3.394.358 $ | 4.630.928 $ | |
|---|
| GKV Capital Management Co., Inc. | 6.208.366 $ | +41.523 $ | 6.166.843 $ | -891.372 $ | 7.058.215 $ | -1.373.157 $ | 8.431.372 $ | |
|---|
| Modus Advisors, LLC | 8.429.002 $ | +336.390 $ | 8.092.612 $ | -1.922 $ | 8.094.534 $ | +1.125.949 $ | 6.968.585 $ | |
|---|
| BENNETT SELBY INVESTMENTS LP | 8.422.160 $ | +420.810 $ | 8.001.350 $ | +6.340 $ | 7.995.010 $ | +1.068.214 $ | 6.926.796 $ | |
|---|
| Ethos Financial Group, LLC | 8.421.467 $ | +1.112.202 $ | 7.309.265 $ | -333.844 $ | 7.643.109 $ | +2.028.512 $ | 5.614.597 $ | |
|---|
| Princeton Global Asset Management LLC | 8.410.603 $ | +1.105.524 $ | 7.305.079 $ | +221.046 $ | 7.084.033 $ | +1.139.230 $ | 5.944.803 $ | |
|---|
| SS&H Financial Advisors, Inc. | 9.482 $ | -8.400.489 $ | 8.409.971 $ | +92.457 $ | 8.317.514 $ | +8.309.325 $ | 8.189 $ | |
|---|
| Pacific Wealth Strategies Group, Inc. | 8.392.104 $ | +712.910 $ | 7.679.194 $ | -533.803 $ | 8.212.997 $ | +2.104.360 $ | 6.108.637 $ | |
|---|
| Panoramic Capital, LLC | 8.367.456 $ | +2.912.898 $ | 5.454.558 $ | -1.953.145 $ | 7.407.703 $ | +3.315.020 $ | 4.092.683 $ | |
|---|
| Lewis Asset Management, LLC | 7.955.311 $ | -397.227 $ | 8.352.538 $ | +440.362 $ | 7.912.176 $ | +2.977.130 $ | 4.935.046 $ | |
|---|
| Delaney Dennis R | 8.327.524 $ | +374.041 $ | 7.953.483 $ | -12.129 $ | 7.965.612 $ | | | |
|---|
| BUCKHEAD CAPITAL MANAGEMENT LLC | 8.309.520 $ | | | | | | | |
|---|
| Cypress Wealth Services, LLC | 8.307.212 $ | +2.269.037 $ | 6.038.175 $ | +535.216 $ | 5.502.959 $ | +1.048.211 $ | 4.454.748 $ | |
|---|
| Trust Point Inc. | 8.293.591 $ | +531.132 $ | 7.762.459 $ | +1.443.164 $ | | | 6.319.295 $ | |
|---|
| Altman Advisors, Inc. | 8.291.207 $ | +645.196 $ | 7.646.011 $ | | | | | |
|---|
| Sculati Wealth Management, LLC | 8.282.052 $ | +337.131 $ | 7.944.921 $ | -95.284 $ | 8.040.205 $ | +1.007.625 $ | 7.032.580 $ | |
|---|
| Castellan Group | 8.265.433 $ | | | | | | | |
|---|
| WISCONSIN CAPITAL MANAGEMENT LLC | 8.264.986 $ | +443.024 $ | 7.821.962 $ | +686.302 $ | 7.135.660 $ | +1.076.069 $ | 6.059.591 $ | |
|---|
| FOREFRONT WEALTH MANAGEMENT INC. | 8.248.122 $ | +462.829 $ | 7.785.293 $ | -187.340 $ | 7.972.633 $ | +1.049.642 $ | 6.922.991 $ | |
|---|
| Glass Wealth Management Co LLC | 8.247.660 $ | +625.068 $ | 7.622.592 $ | +479.910 $ | 7.142.682 $ | +979.778 $ | 6.162.904 $ | |
|---|
| ARMSTRONG ADVISORY GROUP, INC | 8.194.341 $ | +386.212 $ | 7.808.129 $ | +21.539 $ | 7.786.590 $ | -209.298 $ | 7.995.888 $ | |
|---|
| Cohen Investment Advisors LLC | 8.190.417 $ | | | | | | | |
|---|
| Full Sail Capital, LLC | | | 8.120.796 $ | -60.915 $ | 8.181.711 $ | +817.888 $ | 7.363.823 $ | |
|---|
| SEVEN MILE ADVISORY | 7.434.654 $ | -731.476 $ | 8.166.130 $ | +1.460.475 $ | 6.705.655 $ | +841.652 $ | 5.864.003 $ | |
|---|
| LOUISBOURG INVESTMENTS INC. | 8.162.008 $ | +1.272.427 $ | 6.889.581 $ | -91.931 $ | 6.981.512 $ | +1.879.962 $ | 5.101.550 $ | |
|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 7.577.359 $ | -557.710 $ | 8.135.069 $ | | | | | |
|---|
| Maia Wealth LLC | 6.922.428 $ | -1.212.104 $ | 8.134.532 $ | +1.221.960 $ | 6.912.572 $ | +1.138.591 $ | 5.773.981 $ | |
|---|
| IMA Advisory Services, Inc. | 8.133.635 $ | +449.563 $ | 7.684.072 $ | -4.231 $ | 7.688.303 $ | +1.187.310 $ | 6.500.993 $ | |
|---|
| SkyOak Wealth, LLC | 8.110.784 $ | +557.137 $ | 7.553.647 $ | -122.809 $ | 7.676.456 $ | +1.129.800 $ | 6.546.656 $ | |
|---|
| NewSquare Capital LLC | 5.914.532 $ | -2.191.334 $ | 8.105.866 $ | +803.689 $ | 7.302.177 $ | +1.507.238 $ | 5.794.939 $ | |
|---|
| Putney Financial Group LLC | 8.025.611 $ | +212.652 $ | 7.812.959 $ | -291.966 $ | 8.104.925 $ | +508.414 $ | 7.596.511 $ | |
|---|
| New Millennium Group LLC | 8.092.217 $ | +856.165 $ | 7.236.052 $ | +1.385.237 $ | 5.850.815 $ | +5.292.105 $ | 558.710 $ | |
|---|
| AUA CAPITAL MANAGEMENT, LLC | 8.084.240 $ | +2.163.755 $ | 5.920.485 $ | | | | | |
|---|
| Old North State Wealth Management, LLC | 7.988.653 $ | +184.909 $ | 7.803.744 $ | -277.056 $ | 8.080.800 $ | +1.144.294 $ | 6.936.506 $ | |
|---|
| Curbstone Financial Management Corp | 8.072.259 $ | +246.324 $ | 7.825.935 $ | -103.279 $ | 7.929.214 $ | +1.047.111 $ | 6.882.103 $ | |
|---|
| PETERSON WEALTH MANAGEMENT | 8.038.076 $ | +362.568 $ | 7.675.508 $ | | | | | |
|---|
| Te Ahumairangi Investment Management Ltd | 8.026.535 $ | +862.185 $ | 7.164.350 $ | +7.157.250 $ | 7.100 $ | +1.620 $ | 5.480 $ | |
|---|
| NAPLES GLOBAL ADVISORS, LLC | 8.007.008 $ | +387.402 $ | 7.619.606 $ | +687.452 $ | 6.932.154 $ | +1.084.246 $ | 5.847.908 $ | |
|---|
| Ring Mountain Capital, LLC | 8.619 $ | +843 $ | 7.776 $ | -7.996.774 $ | 8.004.550 $ | +1.355.724 $ | 6.648.826 $ | |
|---|
| Towne Trust Company, N.A | 7.991.681 $ | +406.416 $ | 7.585.265 $ | +167.470 $ | 7.417.795 $ | +920.226 $ | 6.497.569 $ | |
|---|
| Grandview Asset Management LLC | 7.978.986 $ | +444.002 $ | 7.534.984 $ | +7.527.938 $ | 7.046 $ | +1.029 $ | 6.017 $ | |
|---|
| Worth Financial Advisory Group, LLC | 7.945.517 $ | +679.067 $ | 7.266.450 $ | | | | | |
|---|
| OLD SECOND NATIONAL BANK OF AURORA | 7.935.361 $ | +490.182 $ | 7.445.179 $ | | | | | |
|---|
| Papamarkou Wellner Asset Management inc. | 7.927.975 $ | +338.099 $ | 7.589.876 $ | +6.222 $ | 7.583.654 $ | +844.264 $ | 6.739.390 $ | |
|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 7.925.897 $ | +352.708 $ | 7.573.189 $ | +1.408.988 $ | 6.164.201 $ | +985.134 $ | 5.179.067 $ | |
|---|
| Triton Wealth Management, PLLC | 7.418.813 $ | -494.561 $ | 7.913.374 $ | | | | | |
|---|
| RedJay Asset Management Inc. | | | | | 7.898.040 $ | +1.619.460 $ | 6.278.580 $ | |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | | | | | | | 7.892.556 $ | |
|---|
| Martel Wealth Advisors Inc | 7.858.729 $ | +355.144 $ | 7.503.585 $ | -57.691 $ | 7.561.276 $ | +1.013.098 $ | 6.548.178 $ | |
|---|
| JB Capital LLC | 7.844.905 $ | +196.725 $ | 7.648.180 $ | +121.888 $ | 7.526.292 $ | | | |
|---|
| Hummer Financial Advisory Services Inc | 7.843.264 $ | +338.361 $ | 7.504.903 $ | +6.153 $ | 7.498.750 $ | +995.663 $ | 6.503.087 $ | |
|---|
| Systrade AG | 7.824.798 $ | | | | | | | |
|---|
| SHAKER INVESTMENTS LLC/OH | 6.933.371 $ | +284.133 $ | 6.649.238 $ | +1.608.533 $ | 5.040.705 $ | -2.761.097 $ | 7.801.802 $ | |
|---|
| Menard Financial Group LLC | 6.697.935 $ | +321.403 $ | 6.376.532 $ | -1.411.813 $ | 7.788.345 $ | +1.153.146 $ | 6.635.199 $ | |
|---|
| Interchange Capital Partners, LLC | 7.785.382 $ | +826.281 $ | 6.959.101 $ | | | | | |
|---|
| New Insight Wealth Advisors | 7.780.471 $ | | | | | | | |
|---|
| MINDSET WEALTH MANAGEMENT, LLC | 7.776.615 $ | +938.157 $ | 6.838.458 $ | | | | | |
|---|
| LBMC INVESTMENT ADVISORS, LLC | 7.761.006 $ | +378.266 $ | 7.382.740 $ | +352.469 $ | 7.030.271 $ | +905.302 $ | 6.124.969 $ | |
|---|
| Bridge Creek Capital Management LLC | | | 7.668.922 $ | -90.903 $ | 7.759.825 $ | +1.141.821 $ | 6.618.004 $ | |
|---|
| Pandora Wealth, Inc. | 7.755.090 $ | +279.171 $ | 7.475.919 $ | | | | | |
|---|
| Fairbanks Capital Management, Inc. | 7.739.163 $ | +338.996 $ | 7.400.167 $ | -18.944 $ | 7.419.111 $ | +1.204.649 $ | 6.214.462 $ | |
|---|
| Relyea Zuckerberg Hanson LLC | 7.732.562 $ | +320.889 $ | 7.411.673 $ | +133.146 $ | 7.278.527 $ | +1.327.575 $ | 5.950.952 $ | |
|---|
| SFM, LLC | 7.726.930 $ | +590.905 $ | 7.136.025 $ | | | | | |
|---|
| WESTBOURNE INVESTMENTS, INC. | 6.841.966 $ | -884.178 $ | 7.726.144 $ | +927.029 $ | 6.799.115 $ | +110.334 $ | 6.688.781 $ | |
|---|
| Darden Wealth Group Inc | 7.724.151 $ | +572.326 $ | 7.151.825 $ | -210.465 $ | 7.362.290 $ | +772.065 $ | 6.590.225 $ | |
|---|
| Wealth Advisors of Tampa Bay, LLC | 7.385.546 $ | -334.134 $ | | | 7.719.680 $ | +993.604 $ | 6.726.076 $ | |
|---|
| Westbourne Investment Advisors, Inc. | 7.717.467 $ | +636.115 $ | 7.081.352 $ | +454.896 $ | 6.626.456 $ | +1.122.234 $ | 5.504.222 $ | |
|---|
| WRAPMANAGER INC | 7.132.945 $ | -573.661 $ | 7.706.606 $ | | | | | |
|---|
| Gateway Wealth Partners, LLC | 7.696.925 $ | +918.351 $ | 6.778.574 $ | | | | | |
|---|
| Ironwood Financial, llc | 7.691.249 $ | +826.477 $ | 6.864.772 $ | | | | | |
|---|
| Value Star Asset Management (Hong Kong) Ltd | | | 7.684.950 $ | +2.200.200 $ | 5.484.750 $ | +2.630.850 $ | 2.853.900 $ | |
|---|
| Torrey Growth & Income Advisors | 7.680.296 $ | +461.476 $ | 7.218.820 $ | | | | | |
|---|
| Cox Capital Mgt LLC | 7.678.169 $ | +833.843 $ | 6.844.326 $ | +26.014 $ | 6.818.312 $ | +762.622 $ | 6.055.690 $ | |
|---|
| Runnymede Capital Advisors, Inc. | 6.168.203 $ | -1.436.824 $ | 7.605.027 $ | -53.439 $ | 7.658.466 $ | +1.057.014 $ | 6.601.452 $ | |
|---|
| AVISO WEALTH MANAGEMENT | 7.652.730 $ | +535.105 $ | 7.117.625 $ | +167.087 $ | 6.950.538 $ | +1.116.748 $ | 5.833.790 $ | |
|---|
| Whitford Management LLC | 7.283.234 $ | -355.857 $ | 7.639.091 $ | | | | | |
|---|
| Atlas Legacy Advisors, LLC | 7.610.193 $ | +1.451.913 $ | 6.158.280 $ | +2.221.985 $ | 3.936.295 $ | +978.133 $ | 2.958.162 $ | |
|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7.605.750 $ | +554.699 $ | 7.051.051 $ | +55.581 $ | 6.995.470 $ | +1.221.269 $ | 5.774.201 $ | |
|---|
| Creekmur Asset Management LLC | | | 7.599.685 $ | +1.193.349 $ | 6.406.336 $ | +2.624.600 $ | 3.781.736 $ | |
|---|
| Mountain Hill Investment Partners Corp. | 7.123.567 $ | +347.198 $ | 6.776.369 $ | -818.693 $ | 7.595.062 $ | +970.399 $ | 6.624.663 $ | |
|---|
| Goodman Advisory Group, LLC | 7.592.368 $ | +342.605 $ | 7.249.763 $ | +36.646 $ | 7.213.117 $ | +628.210 $ | 6.584.907 $ | |
|---|
| Ellevest, Inc. | 7.591.208 $ | | | | | | | |
|---|
| Cardinal Point Capital Management ULC | 7.541.813 $ | +1.141.864 $ | 6.399.949 $ | -274.772 $ | 6.674.721 $ | +1.018.671 $ | 5.656.050 $ | |
|---|
| NICOLET BANKSHARES INC | 6.326.315 $ | -1.196.812 $ | 7.523.127 $ | +123.980 $ | 7.399.147 $ | +1.233.962 $ | 6.165.185 $ | |
|---|
| Paragon Advisors, LLC | 6.546.055 $ | +461.990 $ | 6.084.065 $ | -1.433.147 $ | 7.517.212 $ | +4.142.922 $ | 3.374.290 $ | |
|---|
| Horrell Capital Management, Inc. | 7.050.859 $ | +119.254 $ | 6.931.605 $ | -584.477 $ | 7.516.082 $ | +1.141.801 $ | 6.374.281 $ | |
|---|
| TRED AVON FAMILY WEALTH, LLC | 7.512.729 $ | +1.144.321 $ | 6.368.408 $ | | | | | |
|---|
| CONNABLE OFFICE INC | 7.454.101 $ | +312.367 $ | 7.141.734 $ | +574.514 $ | 6.567.220 $ | +980.425 $ | 5.586.795 $ | |
|---|
| Roberts Capital Advisors, LLC | | | 2.780.854 $ | -4.672.263 $ | 7.453.117 $ | +989.604 $ | 6.463.513 $ | |
|---|
| Canton Hathaway, LLC | 7.443.959 $ | +413.959 $ | 7.030.000 $ | +7.022.982 $ | 7.018 $ | +588 $ | 6.430 $ | |
|---|
| Segment Wealth Management, LLC | 7.430.788 $ | +797.798 $ | 6.632.990 $ | | | | | |
|---|
| PEOPLES FINANCIAL SERVICES CORP. | 7.412.523 $ | +145.449 $ | 7.267.074 $ | +211.308 $ | 7.055.766 $ | +578.204 $ | 6.477.562 $ | |
|---|
| MCF Advisors LLC | 7.387.421 $ | +1.951.746 $ | 5.435.675 $ | +1.177.973 $ | 4.257.702 $ | +618.028 $ | 3.639.674 $ | |
|---|
| Independent Solutions Wealth Management, LLC | 7.379.867 $ | +95.327 $ | 7.284.540 $ | | | | | |
|---|
| One Wealth Management Investment & Advisory Services, LLC | 7.364.774 $ | +434.047 $ | 6.930.727 $ | +93.657 $ | 6.837.070 $ | +1.002.747 $ | 5.834.323 $ | |
|---|
| Souders Financial Advisors | 7.363.158 $ | +442.970 $ | 6.920.188 $ | +604.389 $ | 6.315.799 $ | +525.046 $ | 5.790.753 $ | |
|---|
| Cordatus Wealth Management LLC | 7.349.835 $ | +552.781 $ | 6.797.054 $ | +6.790.332 $ | 6.722 $ | +904 $ | 5.818 $ | |
|---|
| Capital Wealth Planning, LLC | | | | | 7.346.932 $ | +4.677.584 $ | 2.669.348 $ | |
|---|
| Convergence Financial, LLC | 7.334.770 $ | +409.509 $ | 6.925.261 $ | -247.706 $ | 7.172.967 $ | +1.607.484 $ | 5.565.483 $ | |
|---|
| Sitrin Capital Management LLC | 7.316.763 $ | +333.120 $ | 6.983.643 $ | | | | | |
|---|
| Mainstream Capital Management LLC | 7.298.759 $ | +196.767 $ | 7.101.992 $ | +165.538 $ | 6.936.454 $ | +667.387 $ | 6.269.067 $ | |
|---|
| Robbins Farley | 6.743.407 $ | -541.048 $ | 7.284.455 $ | +12.992 $ | 7.271.463 $ | +1.113.317 $ | 6.158.146 $ | |
|---|
| Accel Wealth Management | 7.274.985 $ | +424.401 $ | 6.850.584 $ | -399.597 $ | 7.250.181 $ | +1.109.349 $ | 6.140.832 $ | |
|---|
| Versant Capital Management, Inc | 7.274.392 $ | +726.156 $ | 6.548.236 $ | +619.441 $ | 5.928.795 $ | +2.009.629 $ | 3.919.166 $ | |
|---|
| Wealth Management Partners, LLC | 7.273.010 $ | +374.340 $ | 6.898.670 $ | | | | | |
|---|
| Tranquility Partners, LLC | 6.591.527 $ | -667.896 $ | 7.259.423 $ | +208.228 $ | 7.051.195 $ | +947.274 $ | 6.103.921 $ | |
|---|
| Bain Capital Public Equity, LP | 646.988 $ | -6.607.824 $ | 7.254.812 $ | | | | | |
|---|
| Norway Savings Bank | 7.228.359 $ | +659.044 $ | 6.569.315 $ | +73.177 $ | 6.496.138 $ | +1.159.535 $ | 5.336.603 $ | |
|---|
| Kathmere Capital Management, LLC | 7.220.633 $ | +1.521.358 $ | 5.699.275 $ | +728.440 $ | 4.970.835 $ | +748.865 $ | 4.221.970 $ | |
|---|
| Deane Retirement Strategies, Inc. | 7.220.050 $ | +1.768.138 $ | 5.451.912 $ | -47.097 $ | 5.499.009 $ | +806.392 $ | 4.692.617 $ | |
|---|
| Concentrum Wealth Management | 7.197.499 $ | +1.105.463 $ | 6.092.036 $ | | | | | |
|---|
| Eagle Strategies LLC | 7.180.033 $ | +1.249.088 $ | 5.930.945 $ | | | | | |
|---|
| Gordian Capital Singapore Pte Ltd | 2.306.123 $ | +470.298 $ | 1.835.825 $ | -597.429 $ | 2.433.254 $ | -4.735.842 $ | 7.169.096 $ | |
|---|
| Drucker Wealth 3.0, LLC | 7.162.501 $ | +765.762 $ | 6.396.739 $ | -239.286 $ | 6.636.025 $ | +694.501 $ | 5.941.524 $ | |
|---|
| Scissortail Wealth Management, LLC | 7.126.568 $ | +314.409 $ | 6.812.159 $ | +2.708.469 $ | 4.103.690 $ | +534.983 $ | 3.568.707 $ | |
|---|
| Brown Financial Advisors | 7.118.720 $ | +370.456 $ | 6.748.264 $ | +47.435 $ | 6.700.829 $ | +818.656 $ | 5.882.173 $ | |
|---|
| SPHERA FUNDS MANAGEMENT LTD. | | | 3.021.283 $ | -4.095.948 $ | 7.117.231 $ | +152.383 $ | 6.964.848 $ | |
|---|
| Certified Advisory Corp | 7.101.482 $ | +194.423 $ | 6.907.059 $ | | | | | |
|---|
| KLCM Advisors, Inc. | 7.073.710 $ | +1.194.284 $ | 5.879.426 $ | +2.091.658 $ | 3.787.768 $ | +547.640 $ | 3.240.128 $ | |
|---|
| ALEXANDER LABRUNERIE & CO., INC. | | | 7.070.154 $ | +33.658 $ | 7.036.496 $ | +869.599 $ | 6.166.897 $ | |
|---|
| Strategic Investment Advisors / MI | 6.770.801 $ | +200.873 $ | 6.569.928 $ | -498.689 $ | 7.068.617 $ | | | |
|---|
| MERIDIAN MANAGEMENT CO | 7.066.785 $ | +639.092 $ | 6.427.693 $ | -390.058 $ | 6.817.751 $ | +1.395.912 $ | 5.421.839 $ | |
|---|
| Vanderbilt University | 5.695.253 $ | -493.547 $ | 6.188.800 $ | -876.655 $ | 7.065.455 $ | +2.113.177 $ | 4.952.278 $ | |
|---|
| Ellsworth Advisors, LLC | 7.064.657 $ | +805.582 $ | 6.259.075 $ | +85.221 $ | 6.173.854 $ | +1.749.548 $ | 4.424.306 $ | |
|---|
| Elyxium Wealth, LLC | 7.053.093 $ | +684.535 $ | 6.368.558 $ | -427.416 $ | 6.795.974 $ | +1.358.533 $ | 5.437.441 $ | |
|---|
| Evergreen Private Wealth LLC | 7.052.858 $ | +144.518 $ | 6.908.340 $ | -130.139 $ | 7.038.479 $ | +1.201.104 $ | 5.837.375 $ | |
|---|
| Amitell Capital Pte Ltd | 7.049.704 $ | | | | | | | |
|---|
| PATRON PARTNERS, LLC | 7.042.549 $ | +129.607 $ | 6.912.942 $ | +898.585 $ | 6.014.357 $ | | | |
|---|
| SATURNA CAPITAL CORP | 7.036.317 $ | +669.007 $ | 6.367.310 $ | +5.219 $ | 6.362.091 $ | +844.741 $ | 5.517.350 $ | |
|---|
| Agate Pass Investment Management, LLC | 7.018.082 $ | +1.092.546 $ | 5.925.536 $ | +736.304 $ | 5.189.232 $ | +3.799.383 $ | 1.389.849 $ | |
|---|
| BAHL & GAYNOR INC | 7.017.159 $ | +831.433 $ | 6.185.726 $ | +825.590 $ | 5.360.136 $ | +704.284 $ | 4.655.852 $ | |
|---|
| Tower View Wealth Management LLC | 7.011.620 $ | +422.324 $ | 6.589.296 $ | -10.614 $ | 6.599.910 $ | +1.166.655 $ | 5.433.255 $ | |
|---|
| Voya Financial Advisors, Inc. | 6.912.182 $ | -96.593 $ | 7.008.775 $ | +577.757 $ | 6.431.018 $ | +1.039.117 $ | 5.391.901 $ | |
|---|
| AFT, FORSYTH & COMPANY, INC. | 7.002.617 $ | +385.216 $ | 6.617.401 $ | +7.619 $ | 6.609.782 $ | +831.966 $ | 5.777.816 $ | |
|---|
| Peregrine Asset Advisers, Inc. | 7.002.386 $ | +4.719.078 $ | 2.283.308 $ | -6.904 $ | 2.290.212 $ | -4.229.047 $ | 6.519.259 $ | |
|---|
| Secure Asset Management, LLC | 6.997.510 $ | +357.047 $ | 6.640.463 $ | +815.273 $ | 5.825.190 $ | +1.211.622 $ | 4.613.568 $ | |
|---|
| Massar Capital Management, LP | 6.991.769 $ | | | | | | | |
|---|
| Masso Torrence Wealth Management Inc. | | | 6.981.887 $ | +316.819 $ | 6.665.068 $ | +681.201 $ | 5.983.867 $ | |
|---|
| Wellington Shields & Co., LLC | 6.978.997 $ | +333.125 $ | 6.645.872 $ | | | | | |
|---|
| Notis-McConarty Edward | 6.975.843 $ | +361.954 $ | 6.613.889 $ | +53.689 $ | 6.560.200 $ | +852.971 $ | 5.707.229 $ | |
|---|
| Bank of New Hampshire | | | 6.877.372 $ | -57.765 $ | 6.935.137 $ | +646.473 $ | 6.288.664 $ | |
|---|
| CNA FINANCIAL CORP | 6.924.600 $ | | | | | | | |
|---|
| Intrua Financial, LLC | 6.913.982 $ | +291.092 $ | 6.622.890 $ | | | | | |
|---|
| Chaney Capital Management, Inc. | 6.912.597 $ | +372.705 $ | 6.539.892 $ | +76.004 $ | 6.463.888 $ | +869.673 $ | 5.594.215 $ | |
|---|
| Vanguard Capital Wealth Advisors | 6.905.672 $ | +588.204 $ | 6.317.468 $ | | | | | |
|---|
| Science & Technology Partners, L.P. | | | | | 6.866.907 $ | | | |
|---|
| WD RUTHERFORD LLC | 6.862.971 $ | +601.054 $ | 6.261.917 $ | +15.884 $ | 6.246.033 $ | +1.019.964 $ | 5.226.069 $ | |
|---|
| VeraBank, N.A. | 6.852.354 $ | +224.194 $ | 6.628.160 $ | -35.373 $ | 6.663.533 $ | +3.609.670 $ | 3.053.863 $ | |
|---|
| BSW Wealth Partners | 5.879.397 $ | +90.701 $ | 5.788.696 $ | -1.062.586 $ | 6.851.282 $ | +861.178 $ | 5.990.104 $ | |
|---|
| Jackson Wealth Management, LLC | 6.831.000 $ | +481.000 $ | 6.350.000 $ | +149.000 $ | 6.201.000 $ | +856.000 $ | 5.345.000 $ | |
|---|
| American Trust | 6.503.815 $ | +177.345 $ | 6.326.470 $ | -497.656 $ | 6.824.126 $ | +2.151.721 $ | 4.672.405 $ | |
|---|
| HOWARD FINANCIAL SERVICES, LTD. | 6.799.957 $ | +769.687 $ | 6.030.270 $ | +81.291 $ | 5.948.979 $ | +403.851 $ | 5.545.128 $ | |
|---|
| Newman Dignan & Sheerar, Inc. | 6.780.970 $ | +459.607 $ | 6.321.363 $ | +18.345 $ | 6.303.018 $ | +964.132 $ | 5.338.886 $ | |
|---|
| Spahn Wealth & Retirement LLC | 6.779.876 $ | +290.046 $ | 6.489.830 $ | -205.295 $ | 6.695.125 $ | +884.013 $ | 5.811.112 $ | |
|---|
| YANKCOM Partnership | 6.760.940 $ | +612.323 $ | 6.148.617 $ | -92.366 $ | 6.240.983 $ | +940.909 $ | 5.300.074 $ | |
|---|
| WHITE PINE CAPITAL LLC | 6.748.254 $ | +401.583 $ | 6.346.671 $ | +28.897 $ | 6.317.774 $ | +1.169.529 $ | 5.148.245 $ | |
|---|
| First Washington CORP | 6.742.021 $ | +263.608 $ | 6.478.413 $ | +5.311 $ | 6.473.102 $ | +859.481 $ | 5.613.621 $ | |
|---|
| Highview Capital Management LLC/DE/ | 6.498.968 $ | -166.958 $ | 6.665.926 $ | -65.398 $ | 6.731.324 $ | +1.038.174 $ | 5.693.150 $ | |
|---|
| Catalyst Capital Advisors LLC | 5.866.983 $ | -48.453 $ | 5.915.436 $ | -815.230 $ | 6.730.666 $ | +541.509 $ | 6.189.157 $ | |
|---|
| Pekin Hardy Strauss, Inc. | 6.726.095 $ | +669.037 $ | 6.057.058 $ | | | | | |
|---|
| Index Fund Advisors, Inc. | 6.724.014 $ | +195.762 $ | 6.528.252 $ | +1.529.015 $ | 4.999.237 $ | +3.701.857 $ | 1.297.380 $ | |
|---|
| Fort Point Capital Partners LLC | 6.710.483 $ | +802.293 $ | 5.908.190 $ | | | | | |
|---|
| TRUST CO OF OKLAHOMA | 6.707.860 $ | +478.001 $ | 6.229.859 $ | +50.521 $ | 6.179.338 $ | +1.052.782 $ | 5.126.556 $ | |
|---|
| Breakwater Capital Group | 6.705.585 $ | +290.377 $ | 6.415.208 $ | | | | | |
|---|
| FLC Capital Advisors | 6.694.472 $ | +359.219 $ | 6.335.253 $ | | | | | |
|---|
| Onyx Bridge Wealth Group LLC | 6.682.081 $ | +133.556 $ | 6.548.525 $ | +555.819 $ | 5.992.706 $ | +664.035 $ | 5.328.671 $ | |
|---|
| SAGE ADVISORS, LLC | 6.680.623 $ | +925.035 $ | 5.755.588 $ | -130.426 $ | 5.886.014 $ | +484.533 $ | 5.401.481 $ | |
|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 6.657.984 $ | +3.156.840 $ | 3.501.144 $ | +1.080.274 $ | 2.420.870 $ | +255.211 $ | 2.165.659 $ | |
|---|
| JEPPSON WEALTH MANAGEMENT, LLC | 6.655.233 $ | +301.097 $ | 6.354.136 $ | -82.547 $ | 6.436.683 $ | +834.097 $ | 5.602.586 $ | |
|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 6.655.233 $ | +225.126 $ | 6.430.107 $ | -63.618 $ | 6.493.725 $ | +731.320 $ | 5.762.405 $ | |
|---|
| Fourth Dimension Wealth, LLC | 6.643.464 $ | +356.733 $ | 6.286.731 $ | +273.686 $ | 6.013.045 $ | +632.869 $ | 5.380.176 $ | |
|---|
| DLK Investment Management, LLC | 6.641.384 $ | | | | | | | |
|---|
| Houlihan Financial Resource Group, Ltd. | 6.623.158 $ | +3.537.102 $ | 3.086.056 $ | +3.079.554 $ | 6.502 $ | +1.309 $ | 5.193 $ | |
|---|
| Field & Main Bank | 6.615.532 $ | +396.285 $ | 6.219.247 $ | -73.893 $ | 6.293.140 $ | +768.993 $ | 5.524.147 $ | |
|---|
| ABLE Financial Group, LLC | 6.609.762 $ | +1.010.947 $ | 5.598.815 $ | -10.987 $ | 5.609.802 $ | +897.633 $ | 4.712.169 $ | |
|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 6.592.219 $ | +280.240 $ | 6.311.979 $ | +178.712 $ | 6.133.267 $ | +1.530.307 $ | 4.602.960 $ | |
|---|
| OneAscent Financial Services LLC | 6.589.891 $ | +1.170.109 $ | 5.419.782 $ | +5.412.027 $ | 7.755 $ | +1.575 $ | 6.180 $ | |
|---|
| Orion Capital Management LLC | 6.589.785 $ | +192.732 $ | 6.397.053 $ | | | | | |
|---|
| ALPINE WOODS CAPITAL INVESTORS, LLC | 6.052.331 $ | -526.864 $ | 6.579.195 $ | +124.522 $ | 6.454.673 $ | +373.012 $ | 6.081.661 $ | |
|---|
| Elefante Mark B | 6.578.831 $ | +542.413 $ | 6.036.418 $ | +1.586.236 $ | | | 4.450.182 $ | |
|---|
| Lineweaver Wealth Advisors, LLC | 6.571.907 $ | | | | | | | |
|---|
| FSM Wealth Advisors, LLC | 6.319.688 $ | -250.256 $ | 6.569.944 $ | +626.809 $ | 5.943.135 $ | +2.128.279 $ | 3.814.856 $ | |
|---|
| OARSMAN CAPITAL, INC. | 6.566.835 $ | +484.302 $ | 6.082.533 $ | +538.762 $ | 5.543.771 $ | +631.824 $ | 4.911.947 $ | |
|---|
| Vigilare Wealth Management | 6.550.210 $ | +499.739 $ | 6.050.471 $ | -133.256 $ | 6.183.727 $ | +1.779.018 $ | 4.404.709 $ | |
|---|
| Beech Hill Advisors, Inc. | 6.548.825 $ | | | | | | | |
|---|
| Estabrook Capital Management | 6.544.439 $ | +341.367 $ | 6.203.072 $ | +11.667 $ | 6.191.405 $ | +770.898 $ | 5.420.507 $ | |
|---|
| Touchstone Capital, Inc. | | | 6.526.279 $ | | | | | |
|---|
| Lumbard & Kellner, LLC | 6.510.740 $ | +271.658 $ | 6.239.082 $ | +14.768 $ | 6.224.314 $ | +783.449 $ | 5.440.865 $ | |
|---|
| Abel Hall, LLC | 6.489.504 $ | +3.687.132 $ | 2.802.372 $ | +7.343 $ | 2.795.029 $ | +535.311 $ | 2.259.718 $ | |
|---|
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 6.485.350 $ | +455.080 $ | 6.030.270 $ | +254.170 $ | 5.776.100 $ | +1.166.290 $ | 4.609.810 $ | |
|---|
| FLOYD FINANCIAL GROUP LLC | 6.370.955 $ | -104.385 $ | 6.475.340 $ | +1.651.248 $ | 4.824.092 $ | +749.674 $ | 4.074.418 $ | |
|---|
| AIRE ADVISORS, LLC | 5.696.579 $ | -574.943 $ | 6.271.522 $ | -194.284 $ | 6.465.806 $ | +916.351 $ | 5.549.455 $ | |
|---|
| Dempze Nancy E | 6.460.883 $ | +414.145 $ | 6.046.738 $ | | | | | |
|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6.456.734 $ | +578.400 $ | 5.878.334 $ | +50.671 $ | 5.827.663 $ | +621.573 $ | 5.206.090 $ | |
|---|
| Insight Wealth Strategies, LLC | 6.453.139 $ | +126.570 $ | 6.326.569 $ | +399.722 $ | 5.926.847 $ | +788.685 $ | 5.138.162 $ | |
|---|
| Schear Investment Advisers, LLC | 6.450.957 $ | | | | | | | |
|---|
| Bernard Wealth Management Corp. | 6.445.187 $ | +194.029 $ | 6.251.158 $ | +9.951 $ | 6.241.207 $ | +401.366 $ | 5.839.841 $ | |
|---|
| High Net Worth Advisory Group LLC | 6.420.951 $ | +389.144 $ | 6.031.807 $ | | | | | |
|---|
| Jupiter Wealth Management LLC | 6.402.769 $ | +522.026 $ | 5.880.743 $ | +591.008 $ | 5.289.735 $ | +436.110 $ | 4.853.625 $ | |
|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 6.401.561 $ | +903.967 $ | 5.497.594 $ | -192.724 $ | 5.690.318 $ | +710.072 $ | 4.980.246 $ | |
|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6.393.714 $ | +1.409.475 $ | 4.984.239 $ | -324.999 $ | 5.309.238 $ | +2.512.416 $ | 2.796.822 $ | |
|---|
| Gilbert & Cook, Inc. | 6.384.250 $ | +102.133 $ | 6.282.117 $ | | | | | |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | 6.382.591 $ | +1.147.503 $ | 5.235.088 $ | -41.709 $ | 5.276.797 $ | +864.571 $ | 4.412.226 $ | |
|---|
| FFT WEALTH MANAGEMENT LLC | 5.837.207 $ | -420.538 $ | 6.257.745 $ | -123.996 $ | 6.381.741 $ | +884.559 $ | 5.497.182 $ | |
|---|
| Yukon Wealth Management, Inc. | 2.239.267 $ | -4.140.558 $ | 6.379.825 $ | | | | | |
|---|
| Atlas Brown,Inc. | 6.370.982 $ | +231.493 $ | 6.139.489 $ | +2.751 $ | 6.136.738 $ | +805.858 $ | 5.330.880 $ | |
|---|
| Lantz Financial LLC | 6.335.317 $ | -20.137 $ | 6.355.454 $ | | | | | |
|---|
| TCFG WEALTH MANAGEMENT, LLC | 6.333.767 $ | +102.131 $ | 6.231.636 $ | -15.494 $ | 6.247.130 $ | +826.813 $ | 5.420.317 $ | |
|---|
| Oder Investment Management, LLC | 6.332.547 $ | +221.036 $ | 6.111.511 $ | | | | | |
|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | 6.317.313 $ | +243.348 $ | 6.073.965 $ | -122.706 $ | 6.196.671 $ | +794.813 $ | 5.401.858 $ | |
|---|
| Olistico Wealth, LLC | 6.317.313 $ | +317.343 $ | 5.999.970 $ | +50.113 $ | 5.949.857 $ | | | |
|---|
| DT Investment Partners, LLC | 6.313.389 $ | +714.134 $ | 5.599.255 $ | +142.586 $ | 5.456.669 $ | +720.146 $ | 4.736.523 $ | |
|---|
| CALIBER WEALTH MANAGEMENT, LLC / KS | 6.308.311 $ | +473.677 $ | 5.834.634 $ | | | | | |
|---|
| E Fund Management (Hong Kong) Co., Ltd. | 6.303.111 $ | +2.612.798 $ | 3.690.313 $ | +3.075.363 $ | 614.950 $ | +614.526 $ | 424 $ | |
|---|
| EWA, LLC | 5.213.671 $ | -1.087.370 $ | 6.301.041 $ | +333.812 $ | 5.967.229 $ | +556.770 $ | 5.410.459 $ | |
|---|
| 1900 WEALTH MANAGEMENT LLC | 6.297.924 $ | +770.469 $ | 5.527.455 $ | +423.127 $ | 5.104.328 $ | +192.956 $ | 4.911.372 $ | |
|---|
| Rip Road Capital Partners LP | 6.150.199 $ | +804.767 $ | 5.345.432 $ | -951.061 $ | 6.296.493 $ | | | |
|---|
| KKM Financial LLC | 6.295.846 $ | +1.026.166 $ | 5.269.680 $ | +543.800 $ | 4.725.880 $ | +1.492.792 $ | 3.233.088 $ | |
|---|
| Quad-Cities Investment Group, LLC | 6.295.385 $ | +271.921 $ | 6.023.464 $ | | | | | |
|---|
| Greykasell Wealth Strategies, Inc. | 6.267.935 $ | +322.145 $ | 5.945.790 $ | +634.577 $ | 5.311.213 $ | +793.680 $ | 4.517.533 $ | |
|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 6.254.138 $ | +591.648 $ | 5.662.490 $ | +1.098.959 $ | 4.563.531 $ | +576.253 $ | 3.987.278 $ | |
|---|
| First Bank & Trust | 6.247.374 $ | +389.466 $ | 5.857.908 $ | -79.224 $ | 5.937.132 $ | +716.587 $ | 5.220.545 $ | |
|---|
| OV Management LLC | 3.160.849 $ | +107.948 $ | 3.052.901 $ | +352.429 $ | 2.700.472 $ | -3.545.003 $ | 6.245.475 $ | |
|---|
| Guinness Atkinson Asset Management Inc | 6.163.315 $ | -78.551 $ | 6.241.866 $ | | | | | |
|---|
| Miura Global Management, LLC | 6.232.140 $ | +4.036.440 $ | 2.195.700 $ | -2.192.100 $ | 4.387.800 $ | +1.533.900 $ | 2.853.900 $ | |
|---|
| a16z Perennial Management, L.P. | 5.555.607 $ | -663.494 $ | 6.219.101 $ | +4.130.508 $ | 2.088.593 $ | +277.318 $ | 1.811.275 $ | |
|---|
| Cross Staff Investments Inc | 6.217.829 $ | +235.864 $ | 5.981.965 $ | +88.272 $ | 5.893.693 $ | +1.085.062 $ | 4.808.631 $ | |
|---|
| Genus Capital Management Inc. | 6.201.672 $ | +171.621 $ | 6.030.051 $ | | | | | |
|---|
| Fortitude Advisory Group L.L.C. | 5.948.924 $ | -56.316 $ | 6.005.240 $ | -188.140 $ | 6.193.380 $ | +1.316.150 $ | 4.877.230 $ | |
|---|
| GK Wealth Management LLC | 6.186.206 $ | +570.703 $ | 5.615.503 $ | | | | | |
|---|
| ORG Wealth Partners, LLC | 6.175.398 $ | +639.123 $ | 5.536.275 $ | +418.867 $ | 5.117.408 $ | +475.255 $ | 4.642.153 $ | |
|---|
| Buttonwood Financial Advisors Inc. | 6.172.762 $ | +250.355 $ | 5.922.407 $ | +492.998 $ | 5.429.409 $ | +976.801 $ | 4.452.608 $ | |
|---|
| Trivant Custom Portfolio Group, LLC | 6.168.203 $ | +348.720 $ | 5.819.483 $ | -77.501 $ | 5.896.984 $ | +1.882.679 $ | 4.014.305 $ | |
|---|
| CIDEL ASSET MANAGEMENT INC | 6.166.130 $ | +1.252.593 $ | 4.913.537 $ | | | | | |
|---|
| Koss-Olinger Consulting, LLC | 4.044.000 $ | -1.890.000 $ | 5.934.000 $ | -214.551 $ | 6.148.551 $ | +1.222.551 $ | 4.926.000 $ | |
|---|
| Absolute Gestao de Investimentos Ltda. | 4.345.879 $ | +3.176.010 $ | 1.169.869 $ | -437.821 $ | 1.607.690 $ | -4.537.327 $ | 6.145.017 $ | |
|---|
| Eley Financial Management, Inc | 6.143.967 $ | +268.493 $ | 5.875.474 $ | +41.455 $ | 5.834.019 $ | +728.254 $ | 5.105.765 $ | |
|---|
| 683 Capital Management, LLC | 6.116.730 $ | +298.125 $ | 5.818.605 $ | | | | | |
|---|
| Arlington Trust Co LLC | 1.508.870 $ | -4.606.374 $ | 6.115.244 $ | +51.085 $ | 6.064.159 $ | +710.243 $ | 5.353.916 $ | |
|---|
| Confluence Wealth Services, Inc. | 6.098.034 $ | +386.798 $ | 5.711.236 $ | +439.952 $ | 5.271.284 $ | +487.190 $ | 4.784.094 $ | |
|---|
| N.E.W. Advisory Services LLC | 6.087.185 $ | +1.309.122 $ | 4.778.063 $ | -90.640 $ | 4.868.703 $ | -773.267 $ | 5.641.970 $ | |
|---|
| Sageworth Trust Co | 1.195.648 $ | -4.890.832 $ | 6.086.480 $ | +5.294.921 $ | 791.559 $ | +150.573 $ | 640.986 $ | |
|---|
| JPL Wealth Management, LLC | 6.080.438 $ | +194.915 $ | 5.885.523 $ | -51.339 $ | 5.936.862 $ | +821.576 $ | 5.115.286 $ | |
|---|
| CVA Family Office, LLC | 6.075.977 $ | +266.277 $ | 5.809.700 $ | +54.783 $ | 5.754.917 $ | +886.650 $ | 4.868.267 $ | |
|---|
| Cromwell Holdings LLC | 6.070.797 $ | +329.480 $ | 5.741.317 $ | +12.386 $ | 5.728.931 $ | +875.018 $ | 4.853.913 $ | |
|---|
| Pinnacle Bancorp, Inc. | 5.746.483 $ | -115.038 $ | 5.861.521 $ | -203.215 $ | 6.064.736 $ | +917.322 $ | 5.147.414 $ | |
|---|
| Beirne Wealth Consulting Services, LLC | 2.492.625 $ | -3.564.869 $ | 6.057.494 $ | | | | | |
|---|
| Family Legacy, Inc. | 6.055.409 $ | +300.406 $ | 5.755.003 $ | -56.712 $ | 5.811.715 $ | +706.404 $ | 5.105.311 $ | |
|---|
| NCP Inc. | 6.047.255 $ | +389.375 $ | 5.657.880 $ | -6.991 $ | 5.664.871 $ | +700.226 $ | 4.964.645 $ | |
|---|
| ENTERPRISE FINANCIAL SERVICES CORP | 6.031.325 $ | +824.443 $ | 5.206.882 $ | -97.748 $ | 5.304.630 $ | +975.645 $ | 4.328.985 $ | |
|---|
| Harrington Investments, INC | 6.026.018 $ | +134.955 $ | 5.891.063 $ | -89.508 $ | 5.980.571 $ | +753.177 $ | 5.227.394 $ | |
|---|
| Advyzon Investment Management, LLC | | | 6.013.349 $ | +1.342.551 $ | 4.670.798 $ | +1.659.946 $ | 3.010.852 $ | |
|---|
| Sequent Planning LLC | | | | | 6.000.316 $ | | | |
|---|
| Radnor Capital Management, LLC | 5.995.319 $ | +2.270.094 $ | 3.725.225 $ | +3.722.633 $ | 2.592 $ | +338 $ | 2.254 $ | |
|---|
| Horizon Investment Services, LLC | 5.991.484 $ | +522.130 $ | 5.469.354 $ | | | | | |
|---|
| Crewe Advisors LLC | 5.977.545 $ | +8.722 $ | 5.968.823 $ | +61.813 $ | 5.907.010 $ | | | |
|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4.875.381 $ | +2.698.564 $ | 2.176.817 $ | -3.795.198 $ | 5.972.015 $ | +1.427.465 $ | 4.544.550 $ | |
|---|
| OBSIDIAN CIO, LLC | 543.119 $ | -5.373.853 $ | 5.916.972 $ | -52.849 $ | 5.969.821 $ | +1.104.683 $ | 4.865.138 $ | |
|---|
| Second Line Capital, LLC | 5.963.387 $ | +395.311 $ | 5.568.076 $ | +537.683 $ | 5.030.393 $ | +985.465 $ | 4.044.928 $ | |
|---|
| VALLEY WEALTH MANAGERS, INC. | 5.959.772 $ | +781.653 $ | 5.178.119 $ | +475.494 $ | 4.702.625 $ | +113.554 $ | 4.589.071 $ | |
|---|
| Redhawk Wealth Advisors, Inc. | 5.948.693 $ | +228.894 $ | 5.719.799 $ | +376.775 $ | 5.343.024 $ | -233.116 $ | 5.576.140 $ | |
|---|
| ROBERTS GLORE & CO INC /IL/ | 5.945.923 $ | +354.573 $ | 5.591.350 $ | -63.427 $ | 5.654.777 $ | +751.206 $ | 4.903.571 $ | |
|---|
| RF&L WEALTH MANAGEMENT, LLC | 5.945.692 $ | +296.595 $ | 5.649.097 $ | +30.080 $ | 5.619.017 $ | +746.078 $ | 4.872.939 $ | |
|---|
| Pavion Blue Capital, LLC | 5.927.458 $ | +332.595 $ | 5.594.863 $ | | | | | |
|---|
| First Command Advisory Services, Inc. | 5.898.836 $ | +771.876 $ | 5.126.960 $ | +747.716 $ | 4.379.244 $ | +644.250 $ | 3.734.994 $ | |
|---|
| Redmond Asset Management, LLC | 5.866.290 $ | +111.360 $ | 5.754.930 $ | -137.447 $ | 5.892.377 $ | +814.338 $ | 5.078.039 $ | |
|---|
| SWS Partners | 3.244.459 $ | +54.758 $ | 3.189.701 $ | -2.701.365 $ | 5.891.066 $ | +494.790 $ | 5.396.276 $ | |
|---|
| Strategic Advocates LLC | 5.866.973 $ | +596.407 $ | 5.270.566 $ | | | | | |
|---|
| MONIMUS CAPITAL MANAGEMENT, LP | 5.839.746 $ | | | | | | | |
|---|
| Compass Ion Advisors, LLC | 5.835.823 $ | +153.790 $ | 5.682.033 $ | | | | | |
|---|
| Richard P Slaughter Associates Inc | 5.236.300 $ | +184.073 $ | 5.052.227 $ | -783.249 $ | 5.835.476 $ | +1.265.879 $ | 4.569.597 $ | |
|---|
| Hartford Funds Management Co LLC | 5.835.274 $ | +2.692.381 $ | 3.142.893 $ | -134.870 $ | 3.277.763 $ | +548.345 $ | 2.729.418 $ | |
|---|
| GSG Advisors LLC | 5.833.052 $ | +296.783 $ | 5.536.269 $ | | | | | |
|---|
| Quaker Wealth Management, LLC | 5.831.899 $ | +350.114 $ | 5.481.785 $ | -257.677 $ | 5.739.462 $ | +947.573 $ | 4.791.889 $ | |
|---|
| Berman McAleer LLC | 5.827.282 $ | +246.252 $ | 5.581.030 $ | | | | | |
|---|
| Byrne Asset Management LLC | 5.819.203 $ | +180.645 $ | 5.638.558 $ | -12.928 $ | 5.651.486 $ | +680.943 $ | 4.970.543 $ | |
|---|
| Aspiring Ventures, LLC | 5.813.559 $ | +823.491 $ | 4.990.068 $ | +1.151.333 $ | 3.838.735 $ | +708.732 $ | 3.130.003 $ | |
|---|
| SPC Financial, Inc. | | | 5.810.434 $ | +184.405 $ | 5.626.029 $ | +894.079 $ | 4.731.950 $ | |
|---|
| CRUX WEALTH ADVISORS | 5.809.278 $ | +238.128 $ | 5.571.150 $ | +527.813 $ | 5.043.337 $ | +943.424 $ | 4.099.913 $ | |
|---|
| Abundance Wealth Counselors | 5.808.180 $ | +301.312 $ | 5.506.868 $ | +5.501.140 $ | 5.728 $ | +733 $ | 4.995 $ | |
|---|
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 5.791.966 $ | +121.351 $ | 5.670.615 $ | +22.858 $ | 5.647.757 $ | +1.238.481 $ | 4.409.276 $ | |
|---|
| Keystone Wealth Services, LLC | 5.771.634 $ | +516.025 $ | 5.255.609 $ | +233.571 $ | 5.022.038 $ | +959.242 $ | 4.062.796 $ | |
|---|
| Rule One Partners, LLC | 5.770.500 $ | +3.574.800 $ | 2.195.700 $ | | | | | |
|---|
| AMARILLO NATIONAL BANK | 5.757.574 $ | +336.391 $ | 5.421.183 $ | +48.322 $ | 5.372.861 $ | +740.030 $ | 4.632.831 $ | |
|---|
| Freedom Day Solutions, LLC | 5.753.359 $ | +300.834 $ | 5.452.525 $ | | | | | |
|---|
| Pasadena Private Wealth, LLC | 5.739.978 $ | +1.210.575 $ | 4.529.403 $ | +134.363 $ | 4.395.040 $ | +1.632.275 $ | 2.762.765 $ | |
|---|
| Advisors Preferred, LLC | 5.730.450 $ | +148.511 $ | 5.581.939 $ | +4.301 $ | 5.577.638 $ | +715.737 $ | 4.861.901 $ | |
|---|
| Center for Financial Planning, Inc. | 5.722.028 $ | +150.658 $ | 5.571.370 $ | +220.667 $ | 5.350.703 $ | +739.561 $ | 4.611.142 $ | |
|---|
| JFS WEALTH ADVISORS, LLC | 5.700.761 $ | +689.545 $ | 5.011.216 $ | +298.749 $ | 4.712.467 $ | +723.692 $ | 3.988.775 $ | |
|---|
| Steamboat Capital Partners, LLC | 5.681.173 $ | +356.820 $ | 5.324.353 $ | -231.479 $ | 5.555.832 $ | +665.389 $ | 4.890.443 $ | |
|---|
| White Knight Strategic Wealth Advisors, LLC | 5.680.019 $ | +611.685 $ | 5.068.334 $ | -318.787 $ | 5.387.121 $ | +691.314 $ | 4.695.807 $ | |
|---|
| Riggs Asset Managment Co. Inc. | 5.679.788 $ | +210.738 $ | 5.469.050 $ | +5.800 $ | 5.463.250 $ | +726.727 $ | 4.736.523 $ | |
|---|
| Boxwood Ventures, Inc. | 5.666.631 $ | +585.562 $ | 5.081.069 $ | +4.166 $ | 5.076.903 $ | +811.274 $ | 4.265.629 $ | |
|---|
| PROFFITT & GOODSON INC | 5.658.553 $ | +2.277.394 $ | 3.381.159 $ | -16.754 $ | 3.397.913 $ | +489.979 $ | 2.907.934 $ | |
|---|
| MidWestOne Financial Group, Inc. | 5.656.014 $ | +655.746 $ | 5.000.268 $ | +412.604 $ | 4.587.664 $ | +725.767 $ | 3.861.897 $ | |
|---|
| New England Research & Management, Inc. | | | 5.644.925 $ | +5.639.686 $ | 5.239 $ | +908 $ | 4.331 $ | |
|---|
| Rede Wealth, LLC | 5.642.857 $ | +3.694.179 $ | 1.948.678 $ | -3.692.277 $ | 5.640.955 $ | +747.087 $ | 4.893.868 $ | |
|---|
| SUMMIT WEALTH GROUP LLC / CO | 5.641.638 $ | +5.355.191 $ | 286.447 $ | -4.728.589 $ | 5.015.036 $ | | | |
|---|
| Summit X, LLC | | | | | 5.623.436 $ | +790.462 $ | 4.832.974 $ | |
|---|
| Beta Wealth Group, Inc. | 1.456.936 $ | +249.521 $ | 1.207.415 $ | -2.454.203 $ | 3.661.618 $ | -1.957.711 $ | 5.619.329 $ | |
|---|
| Frisch Financial Group, Inc. | 5.618.077 $ | +203.339 $ | 5.414.738 $ | +5.409.430 $ | 5.308 $ | +745 $ | 4.563 $ | |
|---|
| FIRST NATIONAL BANK SIOUX FALLS | 5.426.809 $ | +252.202 $ | 5.174.607 $ | -443.093 $ | 5.617.700 $ | +1.735.445 $ | 3.882.255 $ | |
|---|
| RFG - Bristol Wealth Advisors, LLC | 5.573.245 $ | +384.025 $ | 5.189.220 $ | | | | | |
|---|
| ORSER CAPITAL MANAGEMENT, LLC | 5.571.764 $ | +245.655 $ | 5.326.109 $ | -130.559 $ | 5.456.668 $ | +632.245 $ | 4.824.423 $ | |
|---|
| OAK FAMILY ADVISORS, LLC | 5.055.881 $ | -513.073 $ | 5.568.954 $ | +160.332 $ | 5.408.622 $ | +924.574 $ | 4.484.048 $ | |
|---|
| Coastwise Capital Group, LLC | 5.558.146 $ | +371.244 $ | 5.186.902 $ | +118.993 $ | 5.067.909 $ | +497.864 $ | 4.570.045 $ | |
|---|
| WEST MICHIGAN ADVISORS, LLC | 5.545.912 $ | +404.900 $ | 5.141.012 $ | +1.041.929 $ | 4.099.083 $ | +623.984 $ | 3.475.099 $ | |
|---|
| Brown Miller Wealth Management, LLC | 5.541.527 $ | +267.895 $ | 5.273.632 $ | +67.508 $ | 5.206.124 $ | +717.701 $ | 4.488.423 $ | |
|---|
| BARRETT & COMPANY, INC. | 5.540.165 $ | +489.594 $ | 5.050.571 $ | -100.070 $ | 5.150.641 $ | +754.284 $ | 4.396.357 $ | |
|---|
| Paloma Partners Management Co | 5.539.680 $ | +4.222.260 $ | 1.317.420 $ | | | | | |
|---|
| Stonebridge Financial Planning Group, LLC | 5.537.326 $ | +310.945 $ | 5.226.381 $ | | | | | |
|---|
| Lighthouse Financial LLC | 5.535.525 $ | +134.981 $ | 5.400.544 $ | +2.417.267 $ | | | 2.983.277 $ | |
|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | 5.534.701 $ | +668.309 $ | 4.866.392 $ | -259.064 $ | 5.125.456 $ | +731.470 $ | 4.393.986 $ | |
|---|
| Falcon Wealth Planning | 5.519.908 $ | +2.010.374 $ | 3.509.534 $ | -545.345 $ | 4.054.879 $ | +693.189 $ | 3.361.690 $ | |
|---|
| JGP Wealth Management, LLC | 5.513.403 $ | +325.852 $ | 5.187.551 $ | | | | | |
|---|
| TOWER TRUST & INVESTMENT Co | 5.509.845 $ | +399.852 $ | 5.109.993 $ | -65.573 $ | 5.175.566 $ | +974.718 $ | 4.200.848 $ | |
|---|
| Consilium Wealth Advisory, LLC | 5.502.056 $ | +371.803 $ | 5.130.253 $ | -115.581 $ | 5.245.834 $ | +497.135 $ | 4.748.699 $ | |
|---|
| MOKAN Wealth Management Inc. | 5.499.519 $ | +781.444 $ | 4.718.075 $ | | | | | |
|---|
| Plante Moran Financial Advisors, LLC | 5.494.153 $ | +488.449 $ | 5.005.704 $ | -257.901 $ | 5.263.605 $ | +658.742 $ | 4.604.863 $ | |
|---|
| Whalen Wealth Management Inc. | 5.488.912 $ | | | | | | | |
|---|
| Telligent Fund, LP | | | 1.756.560 $ | -3.728.190 $ | 5.484.750 $ | +537.990 $ | 4.946.760 $ | |
|---|
| Triumph Capital Management | 5.468.587 $ | +1.024.051 $ | 4.444.536 $ | +684.411 $ | 3.760.125 $ | +503.825 $ | 3.256.300 $ | |
|---|
| JSF Financial, LLC | 5.460.451 $ | +448.601 $ | 5.011.850 $ | -344.721 $ | 5.356.571 $ | +1.087.327 $ | 4.269.244 $ | |
|---|
| PACES FERRY WEALTH ADVISORS, LLC | 5.456.238 $ | +194.353 $ | 5.261.885 $ | | | | | |
|---|
| Prudent Man Advisors, LLC | 5.453.353 $ | +295.654 $ | 5.157.699 $ | +337.920 $ | 4.819.779 $ | +1.675.162 $ | 3.144.617 $ | |
|---|
| Variant Private Wealth, LLC | 5.439.402 $ | +576.902 $ | 4.862.500 $ | +713.494 $ | 4.149.006 $ | +621.099 $ | 3.527.907 $ | |
|---|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 5.428.128 $ | +371.848 $ | | | 5.056.280 $ | +421.928 $ | 4.634.352 $ | |
|---|
| Missouri Trust & Investment Co | 5.417.115 $ | +568.570 $ | 4.848.545 $ | +220.513 $ | 4.628.032 $ | +580.821 $ | 4.047.211 $ | |
|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5.400.349 $ | +882.178 $ | 4.518.171 $ | +564.683 $ | 3.953.488 $ | +1.235.055 $ | 2.718.433 $ | |
|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 5.483 $ | -5.251.901 $ | 5.257.384 $ | -132.809 $ | 5.390.193 $ | +815.391 $ | 4.574.802 $ | |
|---|
| Opulen Financial Group LLC | 5.139.699 $ | -139.451 $ | 5.279.150 $ | -107.122 $ | 5.386.272 $ | +705.090 $ | 4.681.182 $ | |
|---|
| Sterneck Capital Management, LLC | 4.993.329 $ | -268.007 $ | 5.261.336 $ | -120.739 $ | 5.382.075 $ | +676.945 $ | 4.705.130 $ | |
|---|
| Thrive Wealth Management, LLC | 5.371.839 $ | | | | | | | |
|---|
| CMG Global Holdings, LLC | 5.333.639 $ | +1.632.272 $ | 3.701.367 $ | +10.682 $ | 3.690.685 $ | +1.742.622 $ | 1.948.063 $ | |
|---|
| Burford Brothers, Inc. | 5.319.969 $ | +252.265 $ | 5.067.704 $ | +19.073 $ | 5.048.631 $ | +678.144 $ | 4.370.487 $ | |
|---|
| MWA Asset Management | 5.280.940 $ | +264.422 $ | 5.016.518 $ | +80.232 $ | 4.936.286 $ | +751.517 $ | 4.184.769 $ | |
|---|
| TFB Advisors LLC | 4.161.454 $ | +261.890 $ | 3.899.564 $ | -1.375.395 $ | | | 5.274.959 $ | |
|---|
| XY Capital Ltd | 897.197 $ | -915.353 $ | 1.812.550 $ | -3.457.842 $ | | | 5.270.392 $ | |
|---|
| Core Wealth Partners LLC | 5.269.621 $ | +291.530 $ | 4.978.091 $ | | | | | |
|---|
| Cornell Pochily Investment Advisors, Inc. | 5.248.220 $ | +247.890 $ | 5.000.330 $ | -102.743 $ | 5.103.073 $ | +652.267 $ | 4.450.806 $ | |
|---|
| Constant Guidance Financial LLC | 5.232.689 $ | +2.234.242 $ | 2.998.447 $ | +178.628 $ | 2.819.819 $ | +1.906.762 $ | 913.057 $ | |
|---|
| ARVEST INVESTMENTS, INC. | 5.231.996 $ | +543.518 $ | 4.688.478 $ | +840.378 $ | 3.848.100 $ | +2.487.551 $ | 1.360.549 $ | |
|---|
| BARINGS LLC | 4.570.005 $ | -656.639 $ | 5.226.644 $ | +4.284 $ | 5.222.360 $ | +387.473 $ | 4.834.887 $ | |
|---|
| Atlas Wealth LLC | 5.226.457 $ | +202.476 $ | 5.023.981 $ | | | | | |
|---|
| LexAurum Advisors, LLC | | | 5.223.351 $ | | | | | |
|---|
| Lafayette Investments, Inc. | 5.222.765 $ | +729.923 $ | 4.492.842 $ | +121.496 $ | 4.371.346 $ | +970.638 $ | 3.400.708 $ | |
|---|
| Shorepoint Capital Partners LLC | | | 5.222.187 $ | +769.171 $ | | | 4.453.016 $ | |
|---|
| Tactive Advisors, LLC | 4.658.107 $ | +264.832 $ | 4.393.275 $ | -825.253 $ | 5.218.528 $ | | | |
|---|
| Mader & Shannon Wealth Management, Inc. | 5.199.418 $ | +0 $ | 5.199.418 $ | +84.121 $ | 5.115.297 $ | +716.486 $ | 4.398.811 $ | |
|---|
| AMERIFLEX GROUP, INC. | | | 5.195.465 $ | +2.855.346 $ | 2.340.119 $ | -1.106.060 $ | 3.446.179 $ | |
|---|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5.188.834 $ | +1.850.053 $ | 3.338.781 $ | | | | | |
|---|
| D'Orazio & Associates, Inc. | 5.179.992 $ | +530.158 $ | 4.649.834 $ | +245.799 $ | 4.404.035 $ | +636.125 $ | 3.767.910 $ | |
|---|
| PINKERTON WEALTH, LLC | 5.154.672 $ | +415.912 $ | 4.738.760 $ | +540.294 $ | 4.198.466 $ | +728.124 $ | 3.470.342 $ | |
|---|
| Francis Financial, Inc. | 2.391.625 $ | -2.747.945 $ | 5.139.570 $ | | | | | |
|---|
| Royal Capital Wealth Management, LLC | 5.139.438 $ | +250.492 $ | 4.888.946 $ | -13.543 $ | 4.902.489 $ | +650.939 $ | 4.251.550 $ | |
|---|
| Kaizen Financial Strategies | 5.129.744 $ | +125.550 $ | 5.004.194 $ | | | | | |
|---|
| Financial Perspectives, Inc | 5.119.818 $ | +248.877 $ | 4.870.941 $ | -78.278 $ | 4.949.219 $ | +983.249 $ | 3.965.970 $ | |
|---|
| Ritter Daniher Financial Advisory LLC / DE | 5.116.870 $ | +243.074 $ | 4.873.796 $ | | | | | |
|---|
| ORG Partners LLC | 5.114.468 $ | +289.674 $ | 4.824.794 $ | +123.582 $ | 4.701.212 $ | | | |
|---|
| State of Wyoming | 3.939.174 $ | +139.515 $ | 3.799.659 $ | -77.401 $ | 3.877.060 $ | -1.230.470 $ | 5.107.530 $ | |
|---|
| Darwin Wealth Management, LLC | 3.441.757 $ | +159.406 $ | 3.282.351 $ | +162.885 $ | 3.119.466 $ | -1.986.801 $ | 5.106.267 $ | |
|---|
| GABLES CAPITAL MANAGEMENT INC. | 5.102.507 $ | +77.428 $ | 5.025.079 $ | | | | | |
|---|
| Elevate Capital Advisors, LLC | 5.066.037 $ | +1.505.490 $ | 3.560.547 $ | | | | | |
|---|
| Integrated Investment Consultants, LLC | 4.449.980 $ | -435.673 $ | 4.885.653 $ | -154.175 $ | 5.039.828 $ | +938.964 $ | 4.100.864 $ | |
|---|
| Kassira Wealth Management LLC | 5.014.103 $ | +181.367 $ | 4.832.736 $ | | | | | |
|---|
| Cape Investment Advisory, Inc. | 4.999.987 $ | +1.715.879 $ | 3.284.108 $ | -1.005.372 $ | 4.289.480 $ | +640.132 $ | 3.649.348 $ | |
|---|
| WULFF, HANSEN & CO. | 4.482.524 $ | -504.211 $ | | | 4.986.735 $ | +852.385 $ | 4.134.350 $ | |
|---|
| US Asset Management LLC | 4.982.019 $ | +200.224 $ | 4.781.795 $ | +80.487 $ | 4.701.308 $ | +4.697.224 $ | 4.084 $ | |
|---|
| Cladis Investment Advisory, LLC | 4.976.941 $ | +151.012 $ | 4.825.929 $ | -54.402 $ | 4.880.331 $ | +695.562 $ | 4.184.769 $ | |
|---|
| BankPlus Trust Department | 4.976.710 $ | +325.998 $ | 4.650.712 $ | +1.479.210 $ | 3.171.502 $ | -354.397 $ | 3.525.899 $ | |
|---|
| Signature Wealth Management Partners, LLC | 4.970.016 $ | +108.517 $ | 4.861.499 $ | | | | | |
|---|
| B.O.S.S. Retirement Advisors, LLC | 3.969.181 $ | -998.810 $ | 4.967.991 $ | | | | | |
|---|
| First National Bank of Hutchinson | 4.958.706 $ | +122.897 $ | 4.835.809 $ | +231.471 $ | 4.604.338 $ | -262.894 $ | 4.867.232 $ | |
|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 4.953.517 $ | +427.187 $ | 4.526.330 $ | +8.756 $ | 4.517.574 $ | +752.330 $ | 3.765.244 $ | |
|---|
| McIlrath & Eck, LLC | 4.948.550 $ | +572.739 $ | 4.375.811 $ | | | | | |
|---|
| Foster Group, Inc. | 4.942.087 $ | | | | | | | |
|---|
| LYNCH & ASSOCIATES/IN | 4.379.694 $ | +9.601 $ | 4.370.093 $ | -569.684 $ | 4.939.777 $ | +865.815 $ | 4.073.962 $ | |
|---|
| Essex LLC | 4.929.537 $ | +531.851 $ | 4.397.686 $ | +76.223 $ | 4.321.463 $ | +1.786.319 $ | 2.535.144 $ | |
|---|
| QTR Family Wealth, LLC | 4.918.365 $ | +559.900 $ | 4.358.465 $ | +584.737 $ | 3.773.728 $ | +1.548.050 $ | 2.225.678 $ | |
|---|
| Global Endowment Management, LP | 2.880.000 $ | -2.030.025 $ | 4.910.025 $ | | | | | |
|---|
| Breakwater Investment Management | 4.901.002 $ | +233.602 $ | 4.667.400 $ | +21.158 $ | 4.646.242 $ | +3.540.070 $ | 1.106.172 $ | |
|---|
| Per Stirling Capital Management, LLC. | 4.893.691 $ | +448.863 $ | 4.444.828 $ | -12.418 $ | 4.457.246 $ | +592.392 $ | 3.864.854 $ | |
|---|
| Brucke Financial, Inc. | 4.543.692 $ | -332.893 $ | 4.876.585 $ | +647.185 $ | 4.229.400 $ | +612.186 $ | 3.617.214 $ | |
|---|
| Dynamic Technology Lab Private Ltd | 1.846.000 $ | -2.724.000 $ | 4.570.000 $ | -298.000 $ | 4.868.000 $ | +829.000 $ | 4.039.000 $ | |
|---|
| Regency Capital Management Inc.\DE | 4.855.760 $ | +272.456 $ | 4.583.304 $ | +11.875 $ | 4.571.429 $ | +440.123 $ | 4.131.306 $ | |
|---|
| Vivaldi Capital Management LP | 4.850.021 $ | +166.783 $ | 4.683.238 $ | -84.421 $ | 4.767.659 $ | +874.666 $ | 3.892.993 $ | |
|---|
| McGowan Group Asset Management, Inc. | 4.847.682 $ | +286.115 $ | 4.561.567 $ | -109.246 $ | 4.670.813 $ | +567.666 $ | 4.103.147 $ | |
|---|
| Credit Capital Investments LLC | 4.847.220 $ | +346.035 $ | 4.501.185 $ | | | | | |
|---|
| PEAK FINANCIAL ADVISORS LLC | 4.836.141 $ | +682.974 $ | 4.153.167 $ | +94.233 $ | 4.058.934 $ | +935.816 $ | 3.123.118 $ | |
|---|
| BCS Wealth Management | 4.825.392 $ | +2.383.397 $ | 2.441.995 $ | +2.438.763 $ | 3.232 $ | +409 $ | 2.823 $ | |
|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | 4.816.983 $ | +253.001 $ | 4.563.982 $ | +32.043 $ | 4.531.939 $ | +702.576 $ | 3.829.363 $ | |
|---|
| Seneschal Advisors, LLC | 4.647.608 $ | -150.701 $ | 4.798.309 $ | +13.587 $ | 4.784.722 $ | +74.987 $ | 4.709.735 $ | |
|---|
| Hartford Financial Management Inc. | 4.798.287 $ | +259.775 $ | 4.538.512 $ | +490.985 $ | 4.047.527 $ | +565.388 $ | 3.482.139 $ | |
|---|
| Ted Buchan & Co | 4.797.936 $ | +342.315 $ | 4.455.621 $ | +51.699 $ | 4.403.922 $ | +949.300 $ | 3.454.622 $ | |
|---|
| Waterfront Wealth Inc. | 4.797.090 $ | +582.651 $ | 4.214.439 $ | +670.742 $ | 3.543.697 $ | +459.963 $ | 3.083.734 $ | |
|---|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | | | 4.789.920 $ | +3.927 $ | 4.785.993 $ | +635.471 $ | 4.150.522 $ | |
|---|
| Chesapeake Wealth Management | 4.787.899 $ | +244.118 $ | 4.543.781 $ | -54.414 $ | 4.598.195 $ | +624.045 $ | 3.974.150 $ | |
|---|
| Cetera Trust Company, N.A | 4.785.360 $ | +233.235 $ | 4.552.125 $ | -29.177 $ | 4.581.302 $ | +547.409 $ | 4.033.893 $ | |
|---|
| WJ Wealth Management, LLC | 2.465.621 $ | -144.114 $ | 2.609.735 $ | -2.148.839 $ | 4.758.574 $ | +440.238 $ | 4.318.336 $ | |
|---|
| Guerra Advisors Inc | | | 4.738.740 $ | | | | | |
|---|
| Northwest Financial Advisors | | | 422.452 $ | -17.205 $ | 439.657 $ | -4.298.198 $ | 4.737.855 $ | |
|---|
| D.B. Root & Company, LLC | 4.736.426 $ | +92.740 $ | 4.643.686 $ | | | | | |
|---|
| Goldstone Financial Group, LLC | 4.729.069 $ | +482.996 $ | 4.246.073 $ | +322.239 $ | 3.923.834 $ | +834.921 $ | 3.088.913 $ | |
|---|
| Financial Security Advisor, Inc. | 4.724.499 $ | +262.985 $ | 4.461.514 $ | +198.256 $ | 4.263.258 $ | +960.384 $ | 3.302.874 $ | |
|---|
| LifeWealth Investments, LLC | 4.700.880 $ | +234.953 $ | 4.465.927 $ | +639.034 $ | 3.826.893 $ | +887.884 $ | 2.939.009 $ | |
|---|
| Trail Ridge Investment Advisors, LLC | 4.697.649 $ | +356.750 $ | 4.340.899 $ | -238.527 $ | 4.579.426 $ | +813.800 $ | 3.765.626 $ | |
|---|
| Gallagher Capital Advisors, LLC | 4.462.212 $ | -205.060 $ | 4.667.272 $ | -15.680 $ | 4.682.952 $ | +769.114 $ | 3.913.838 $ | |
|---|
| Bangor Savings Bank | 4.611.322 $ | -67.275 $ | 4.678.597 $ | +36.085 $ | 4.642.512 $ | +477.150 $ | 4.165.362 $ | |
|---|
| Diligent Investors, LLC | 4.677.984 $ | +437.691 $ | 4.240.293 $ | +82.018 $ | 4.158.275 $ | +654.865 $ | 3.503.410 $ | |
|---|
| Edge Wealth Management LLC | 4.657.717 $ | -14.733 $ | 4.672.450 $ | +246.466 $ | 4.425.984 $ | +580.639 $ | 3.845.345 $ | |
|---|
| GLYNN CAPITAL MANAGEMENT LLC | 96.714 $ | +4.714 $ | 92.000 $ | -4.568.063 $ | 4.660.063 $ | +488.613 $ | 4.171.450 $ | |
|---|
| T. Rowe Price Investment Management, Inc. | 4.096.159 $ | -556.835 $ | 4.652.994 $ | +139.404 $ | 4.513.590 $ | +1.439.172 $ | 3.074.418 $ | |
|---|
| Sandhill Capital Partners LLC | 4.650.331 $ | +189.108 $ | 4.461.223 $ | +18.137 $ | 4.443.086 $ | +601.927 $ | 3.841.159 $ | |
|---|
| Antonelli Financial Advisors, LLC | 4.450.000 $ | -197.639 $ | 4.647.639 $ | | | | | |
|---|
| CORBYN INVESTMENT MANAGEMENT INC/MD | | | | | 4.638.782 $ | +550.095 $ | 4.088.687 $ | |
|---|
| STRATEGY ASSET MANAGERS LLC | 4.635.789 $ | +650.154 $ | 3.985.635 $ | -68.912 $ | 4.054.547 $ | +670.583 $ | 3.383.964 $ | |
|---|
| Sequent Asset Management, LLC | 4.620.000 $ | +224.867 $ | 4.395.133 $ | -346 $ | 4.395.479 $ | +593.133 $ | 3.802.346 $ | |
|---|
| Beaumont Asset Management, L.L.C. | 4.608.321 $ | +383.794 $ | 4.224.527 $ | | | | | |
|---|
| Emerald Advisors, LLC | 4.605.321 $ | +657.672 $ | 3.947.649 $ | | | | | |
|---|
| Strategic Family Wealth Counselors, L.L.C. | 4.602.906 $ | +2.655.100 $ | 1.947.806 $ | +4.229 $ | 1.943.577 $ | +471.535 $ | 1.472.042 $ | |
|---|
| AMI INVESTMENT MANAGEMENT INC | 4.599.781 $ | +243.731 $ | 4.356.050 $ | | | | | |
|---|
| HORAN Wealth, LLC | 4.593.386 $ | +315.804 $ | 4.277.582 $ | | | | | |
|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 4.589.394 $ | +300.972 $ | 4.288.422 $ | | | | | |
|---|
| Long Run Wealth Advisors, LLC | 4.589.394 $ | +246.080 $ | 4.343.314 $ | -14.430 $ | 4.357.744 $ | +498.510 $ | 3.859.234 $ | |
|---|
| Spartan Planning & Wealth Management | 4.579.469 $ | +385.023 $ | 4.194.446 $ | -81.026 $ | 4.275.472 $ | +2.350.231 $ | 1.925.241 $ | |
|---|
| PKS Advisory Services, LLC | 4.577.553 $ | +260.902 $ | 4.316.651 $ | | | | | |
|---|
| BANK OF STOCKTON | 4.576.237 $ | +677.113 $ | 3.899.124 $ | +214.030 $ | 3.685.094 $ | +584.617 $ | 3.100.477 $ | |
|---|
| Capital Square, LLC | 4.530.997 $ | +57.259 $ | 4.473.738 $ | -85.167 $ | 4.558.905 $ | +729.161 $ | 3.829.744 $ | |
|---|
| City State Bank | 4.558.464 $ | +247.427 $ | 4.311.037 $ | +119.152 $ | 4.191.885 $ | +880.410 $ | 3.311.475 $ | |
|---|
| Prestige Wealth Management Group LLC | 4.558.234 $ | +36.409 $ | 4.521.825 $ | -28.544 $ | 4.550.369 $ | +482.038 $ | 4.068.331 $ | |
|---|
| Pettee Investors, Inc. | 4.552.463 $ | +243.841 $ | 4.308.622 $ | +626.161 $ | 3.682.461 $ | +350.057 $ | 3.332.404 $ | |
|---|
| Meridian Financial Partners LLC | 4.535.758 $ | +186.985 $ | 4.348.773 $ | +4.344.546 $ | 4.227 $ | +588 $ | 3.639 $ | |
|---|
| KINTRA WEALTH, LLC | 4.534.459 $ | +2.708.076 $ | 1.826.383 $ | +21.461 $ | 1.804.922 $ | +193.800 $ | 1.611.122 $ | |
|---|
| SSA SWISS ADVISORS AG | 4.528.719 $ | +227.177 $ | 4.301.542 $ | -160.180 $ | 4.461.722 $ | +1.976.007 $ | 2.485.715 $ | |
|---|
| Ramirez Asset Management, Inc. | 4.525.919 $ | +220.590 $ | 4.305.329 $ | -37.496 $ | 4.342.825 $ | +500.524 $ | 3.842.301 $ | |
|---|
| U S WEALTH GROUP, LLC. | | | 4.512.383 $ | +524.970 $ | 3.987.413 $ | +475.024 $ | 3.512.389 $ | |
|---|
| VISION FINANCIAL MARKETS LLC | 4.509.300 $ | +219.780 $ | 4.289.520 $ | +15.144 $ | 4.274.376 $ | +578.956 $ | 3.695.420 $ | |
|---|
| Morton Capital Management LLC/CA | 4.503.068 $ | +257.682 $ | 4.245.386 $ | | | | | |
|---|
| LongView Wealth Management | 4.500.542 $ | +521.934 $ | 3.978.608 $ | -46.321 $ | 4.024.929 $ | +514.822 $ | 3.510.107 $ | |
|---|
| Tempus Wealth Planning, LLC | 4.497.552 $ | +458.978 $ | 4.038.574 $ | | | | | |
|---|
| Fogel Capital Management, Inc. | 4.482.063 $ | +288.935 $ | 4.193.128 $ | | | | | |
|---|
| DIXON FNANCIAL SERVICES, INC. | 4.474.677 $ | +252.565 $ | 4.222.112 $ | +652.856 $ | 3.569.256 $ | +473.916 $ | 3.095.340 $ | |
|---|
| Smith Group Asset Management, LLC | 4.470.291 $ | +478.728 $ | 3.991.563 $ | | | | | |
|---|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 4.469.829 $ | +219.393 $ | 4.250.436 $ | -59.261 $ | 4.309.697 $ | +676.873 $ | 3.632.824 $ | |
|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4.467.521 $ | +585.963 $ | 3.881.558 $ | -62.416 $ | 3.943.974 $ | +347.109 $ | 3.596.865 $ | |
|---|
| NorthStar Asset Management LLC /NJ/ | 4.464.290 $ | +180.918 $ | 4.283.372 $ | | | | | |
|---|
| Quantum Financial Advisors, LLC | 4.448.815 $ | | | | | | | |
|---|
| GARRISON BRADFORD & ASSOCIATES INC | 4.446.286 $ | +117.903 $ | 4.328.383 $ | -30.458 $ | 4.358.841 $ | +952.807 $ | 3.406.034 $ | |
|---|
| WealthCollab, LLC | 4.438.721 $ | +952.388 $ | 3.486.333 $ | +99.389 $ | 3.386.944 $ | +411.277 $ | 2.975.667 $ | |
|---|
| Joseph Group Capital Management | 4.431.052 $ | +561.131 $ | 3.869.921 $ | +213.348 $ | 3.656.573 $ | +610.320 $ | 3.046.253 $ | |
|---|
| Hexagon Capital Partners LLC | 4.427.804 $ | +232.276 $ | 4.195.528 $ | +121.471 $ | 4.074.057 $ | +408.140 $ | 3.665.917 $ | |
|---|
| Turn8 Private Wealth Inc. | 4.426.204 $ | +212.656 $ | 4.213.548 $ | -87.614 $ | 4.301.162 $ | +760.995 $ | 3.540.167 $ | |
|---|
| Rockingstone Advisors LLC | 4.314.026 $ | +316.974 $ | 3.997.052 $ | +59.001 $ | 3.938.051 $ | -487.777 $ | 4.425.828 $ | |
|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 4.423.030 $ | +394.780 $ | 4.028.250 $ | -44.538 $ | 4.072.788 $ | +660.992 $ | 3.411.796 $ | |
|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.396.659 $ | +29.302 $ | 4.367.357 $ | -52.061 $ | 4.419.418 $ | +1.099.477 $ | 3.319.941 $ | |
|---|
| Elmwood Wealth Management, Inc. | 4.419.352 $ | +411.692 $ | 4.007.660 $ | +415.738 $ | 3.591.922 $ | +443.689 $ | 3.148.233 $ | |
|---|
| Kampmann Melissa S. | 4.416.864 $ | +237.349 $ | 4.179.515 $ | +4.523 $ | 4.174.992 $ | +505.828 $ | 3.669.164 $ | |
|---|
| Mason & Associates Inc | 4.413.656 $ | +401.973 $ | 4.011.683 $ | -28.084 $ | 4.039.767 $ | +633.612 $ | 3.406.155 $ | |
|---|
| Northwest Capital Management Inc | 48.316 $ | -1.043.216 $ | 1.091.532 $ | -1.499.733 $ | 2.591.265 $ | -1.819.956 $ | 4.411.221 $ | |
|---|
| Leibman Financial Services, Inc. | 4.400.699 $ | +359.403 $ | 4.041.296 $ | -161.229 $ | 4.202.525 $ | +1.948.562 $ | 2.253.963 $ | |
|---|
| SHARPEPOINT LLC | 4.296.945 $ | -102.140 $ | 4.399.085 $ | +242.522 $ | 4.156.563 $ | +625.386 $ | 3.531.177 $ | |
|---|
| Kesler, Norman & Wride, LLC | | | 4.398.111 $ | | | | | |
|---|
| Elevated Capital Advisors, LLC | 4.394.471 $ | +246.693 $ | 4.147.778 $ | +598.771 $ | 3.549.007 $ | +0 $ | 3.549.007 $ | |
|---|
| INKWELL CAPITAL LLC | 4.390.658 $ | +156.690 $ | 4.233.968 $ | -68.928 $ | 4.302.896 $ | +531.943 $ | 3.770.953 $ | |
|---|
| Krane Funds Advisors LLC | 4.386.272 $ | +1.037.955 $ | 3.348.317 $ | +1.921.185 $ | 1.427.132 $ | -495.826 $ | 1.922.958 $ | |
|---|
| Watchman Group, Inc. | | | 4.362.417 $ | -21.873 $ | 4.384.290 $ | +648.534 $ | 3.735.756 $ | |
|---|
| Jacobsen Capital Management | 4.375.760 $ | +221.396 $ | 4.154.364 $ | +113.978 $ | 4.040.386 $ | +1.001.086 $ | 3.039.300 $ | |
|---|
| SAM Advisors, LLC | 4.370.116 $ | | | | | | | |
|---|
| Burns Matteson Capital Management, LLC | 4.346.369 $ | +466.760 $ | 3.879.609 $ | -171.893 $ | 4.051.502 $ | +516.258 $ | 3.535.244 $ | |
|---|
| Ransom Advisory, Ltd | 4.338.954 $ | +337.730 $ | 4.001.224 $ | +14.250 $ | 3.986.974 $ | +534.136 $ | 3.452.838 $ | |
|---|
| ANB BANK | 4.297.638 $ | +261.283 $ | 4.036.355 $ | -58.340 $ | 4.094.695 $ | +247.828 $ | 3.846.867 $ | |
|---|
| TOTH FINANCIAL ADVISORY CORP | 4.025.522 $ | +264.707 $ | 3.760.815 $ | -529.815 $ | 4.290.630 $ | +522.513 $ | 3.768.117 $ | |
|---|
| Carr Financial Group Corp | 4.268.323 $ | | | | | | | |
|---|
| WEIK CAPITAL MANAGEMENT | 4.265.924 $ | +70.687 $ | 4.195.237 $ | +2.781 $ | 4.192.456 $ | +696.314 $ | 3.496.142 $ | |
|---|
| Richmond Investment Services, LLC | 4.258.168 $ | +328.956 $ | 3.929.212 $ | +87.034 $ | 3.842.178 $ | +2.415.988 $ | 1.426.190 $ | |
|---|
| SLT Holdings LLC | 4.256.321 $ | +439.755 $ | 3.816.566 $ | | | | | |
|---|
| V2 Financial group LLC | 4.255.859 $ | +1.735.635 $ | 2.520.224 $ | +2.066 $ | 2.518.158 $ | +165.593 $ | 2.352.565 $ | |
|---|
| Ascent Capital Management, LLC | | | 4.254.779 $ | +44.733 $ | 4.210.046 $ | +610.749 $ | 3.599.297 $ | |
|---|
| Stillwater Wealth Management Group | 4.253.089 $ | +278.652 $ | 3.974.437 $ | +683.700 $ | | | 3.290.737 $ | |
|---|
| Summit Place Financial Advisors, LLC | 4.248.473 $ | +163.154 $ | 4.085.319 $ | +111.947 $ | 3.973.372 $ | +792.986 $ | 3.180.386 $ | |
|---|
| IAMS WEALTH MANAGEMENT, LLC | 4.236.704 $ | +1.453.216 $ | 2.783.488 $ | | | | | |
|---|
| Myriad Asset Management US LP | 2.371.214 $ | -1.854.191 $ | 4.225.405 $ | | | | | |
|---|
| Fjell Capital, LLC | 4.209.695 $ | +932.832 $ | 3.276.863 $ | | | | | |
|---|
| Legacy Bridge, LLC | 4.207.387 $ | +390.382 $ | 3.817.005 $ | +138.931 $ | 3.678.074 $ | +523.563 $ | 3.154.511 $ | |
|---|
| Hudson Value Partners, LLC | 4.206.460 $ | +187.012 $ | 4.019.448 $ | -32.466 $ | 4.051.914 $ | +636.176 $ | 3.415.738 $ | |
|---|
| Spectrum Strategic Capital Management, LLC | 4.199.654 $ | +1.225.139 $ | 2.974.515 $ | +464 $ | 2.974.051 $ | +806.038 $ | 2.168.013 $ | |
|---|
| Bernardo Wealth Planning LLC | 4.197.693 $ | +352.803 $ | 3.844.890 $ | +3.841.050 $ | 3.840 $ | +493 $ | 3.347 $ | |
|---|
| Redwood Wealth Management Group, LLC | 4.193.307 $ | +423.510 $ | 3.769.797 $ | -17.533 $ | 3.787.330 $ | +580.307 $ | 3.207.023 $ | |
|---|
| Connective Capital Management, LLC | 2.145.472 $ | +104.569 $ | 2.040.903 $ | -158.043 $ | 2.198.946 $ | -1.992.672 $ | 4.191.618 $ | |
|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 4.184.767 $ | +621.365 $ | 3.563.402 $ | | | | | |
|---|
| Benchmark Financial Wealth Advisors, LLC | 3.971.563 $ | -196.095 $ | 4.167.658 $ | +65.284 $ | 4.102.374 $ | +515.629 $ | 3.586.745 $ | |
|---|
| Purkiss Capital Advisors LLC | 4.142.791 $ | -20.947 $ | 4.163.738 $ | +216.660 $ | 3.947.078 $ | +1.514.542 $ | 2.432.536 $ | |
|---|
| Lindenwold Advisors, INC | | | 4.150.093 $ | | | | | |
|---|
| SAGE RHINO CAPITAL LLC | 4.141.585 $ | +147.843 $ | 3.993.742 $ | +58.122 $ | 3.935.620 $ | +607.987 $ | 3.327.633 $ | |
|---|
| Legacy Capital Wealth Partners, LLC | 4.051.583 $ | +121.356 $ | 3.930.227 $ | -202.150 $ | 4.132.377 $ | +710.407 $ | 3.421.970 $ | |
|---|
| Palogic Value Management, L.P. | 4.127.292 $ | +157.247 $ | 3.970.045 $ | +3.254 $ | 3.966.791 $ | +556.380 $ | 3.410.411 $ | |
|---|
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 4.116.444 $ | +394.513 $ | 3.721.931 $ | -234.329 $ | 3.956.260 $ | +69.819 $ | 3.886.441 $ | |
|---|
| Balefire, LLC | 4.115.521 $ | | | | | | | |
|---|
| Argent Advisors, Inc. | 4.105.134 $ | +862.305 $ | 3.242.829 $ | +385.893 $ | 2.856.936 $ | +612.439 $ | 2.244.497 $ | |
|---|
| NEW WAVE WEALTH ADVISORS LLC | 3.534.431 $ | +525.114 $ | 3.009.317 $ | +83.422 $ | 2.925.895 $ | -1.161.556 $ | 4.087.451 $ | |
|---|
| FIRETHORN WEALTH PARTNERS, LLC | 4.084.321 $ | +481.528 $ | 3.602.793 $ | +360.242 $ | 3.242.551 $ | +705.244 $ | 2.537.307 $ | |
|---|
| Wallace Advisory Group, LLC | 2.668.972 $ | -1.407.953 $ | 4.076.925 $ | | | | | |
|---|
| Challenger Wealth Management | 4.076.743 $ | +307.824 $ | 3.768.919 $ | -299.888 $ | 4.068.807 $ | +1.388.614 $ | 2.680.193 $ | |
|---|
| GoalVest Advisory LLC | 4.070.742 $ | +641.278 $ | 3.429.464 $ | +176.349 $ | 3.253.115 $ | +584.528 $ | 2.668.587 $ | |
|---|
| CacheTech Inc. | 4.066.831 $ | +833.442 $ | 3.233.389 $ | -514.330 $ | 3.747.719 $ | | | |
|---|
| Texas Bank & Trust Co | 4.064.740 $ | +246.418 $ | 3.818.322 $ | +227.127 $ | 3.591.195 $ | +750.804 $ | 2.840.391 $ | |
|---|
| RETIREMENT INCOME SOLUTIONS, INC | 4.012.806 $ | -47.482 $ | 4.060.288 $ | | | | | |
|---|
| Parametrica Management Ltd | | | 3.181.569 $ | -874.952 $ | 4.056.521 $ | | | |
|---|
| LCM Capital Management Inc | 4.053.430 $ | +197.781 $ | 3.855.649 $ | +10.839 $ | 3.844.810 $ | +455.328 $ | 3.389.482 $ | |
|---|
| Clarity Wealth Advisors, LLC | 4.046.226 $ | +33.191 $ | 4.013.035 $ | | | | | |
|---|
| Bank of Jackson Hole Trust | 4.042.812 $ | +224.270 $ | 3.818.542 $ | -17.931 $ | 3.836.473 $ | +315.809 $ | 3.520.664 $ | |
|---|
| Sawyer & Company, Inc | 4.041.427 $ | +4.037.594 $ | 3.833 $ | +0 $ | 3.833 $ | +514 $ | 3.319 $ | |
|---|
| FORTRESS PRIVATE LEDGER, LLC | 4.037.273 $ | +670.167 $ | 3.367.106 $ | -62.179 $ | 3.429.285 $ | +653.772 $ | 2.775.513 $ | |
|---|
| Nova R Wealth, Inc. | 3.630.616 $ | +3.007.211 $ | 623.405 $ | -3.411.428 $ | 4.034.833 $ | +488.380 $ | 3.546.453 $ | |
|---|
| Wealth Architects, LLC | 4.027.551 $ | +173.122 $ | 3.854.429 $ | +330 $ | 3.854.099 $ | +55.676 $ | 3.798.423 $ | |
|---|
| Boltwood Capital Management | 4.023.885 $ | +265.725 $ | 3.758.160 $ | +68.898 $ | 3.689.262 $ | +671.548 $ | 3.017.714 $ | |
|---|
| CAPE ANN SAVINGS BANK | 4.022.962 $ | +213.642 $ | 3.809.320 $ | +426.984 $ | 3.382.336 $ | +309.256 $ | 3.073.080 $ | |
|---|
| ELLERSON GROUP INC /ADV | 4.016.960 $ | +200.175 $ | 3.816.785 $ | +448.422 $ | 3.368.363 $ | +0 $ | 3.368.363 $ | |
|---|
| Commonwealth Financial Services, LLC | 4.012.648 $ | +285.378 $ | 3.727.270 $ | +119.771 $ | 3.607.499 $ | +561.757 $ | 3.045.742 $ | |
|---|
| Proactive Wealth Strategies LLC | 4.009.345 $ | +440.233 $ | 3.569.112 $ | +3.565.655 $ | 3.457 $ | +609 $ | 2.848 $ | |
|---|
| Signature Wealth Management Group | 4.008.005 $ | +2.594.071 $ | 1.413.934 $ | +4.011 $ | 1.409.923 $ | | | |
|---|
| Hobart Private Capital, LLC | 4.006.574 $ | +1.212.765 $ | 2.793.809 $ | +470.468 $ | 2.323.341 $ | +1.453.853 $ | 869.488 $ | |
|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.005.419 $ | +419.621 $ | 3.585.798 $ | | | | | |
|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 31.622 $ | -3.973.115 $ | 4.004.737 $ | | | | | |
|---|
| O'ROURKE & COMPANY, Inc | 3.994.011 $ | +235.108 $ | 3.758.903 $ | +285.841 $ | 3.473.062 $ | +397.436 $ | 3.075.626 $ | |
|---|
| CAP Partners, LLC | 3.979.528 $ | +193.960 $ | 3.785.568 $ | +62.119 $ | 3.723.449 $ | +603.598 $ | 3.119.851 $ | |
|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3.960.410 $ | +257.362 $ | 3.703.048 $ | +31.556 $ | 3.671.492 $ | +1.077.107 $ | 2.594.385 $ | |
|---|
| Bosman Wealth Management, LLC | | | | | | | 3.957.218 $ | |
|---|
| WJ Financial Advisors LLC | 3.953.023 $ | +194.863 $ | 3.758.160 $ | | | | | |
|---|
| Lion Street Advisors, LLC | | | 3.934.766 $ | | | | | |
|---|
| BridgePort Financial Solutions, LLC | 3.931.187 $ | +378.724 $ | 3.552.463 $ | +941.524 $ | 2.610.939 $ | +751.423 $ | 1.859.516 $ | |
|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3.906.914 $ | +283.738 $ | 3.623.176 $ | +112.225 $ | 3.510.951 $ | +919.955 $ | 2.590.996 $ | |
|---|
| Park Square Financial Group, LLC | 22.597 $ | +4.592 $ | 18.005 $ | -3.886.777 $ | 3.904.782 $ | +560.514 $ | 3.344.268 $ | |
|---|
| WBH ADVISORY INC | 3.902.243 $ | +258.259 $ | 3.643.984 $ | +17.029 $ | 3.626.955 $ | +458.745 $ | 3.168.210 $ | |
|---|
| FLORIDA FINANCIAL ADVISORS, LLC | 3.897.104 $ | +944.266 $ | 2.952.838 $ | -10.960 $ | 2.963.798 $ | +24.815 $ | 2.938.983 $ | |
|---|
| GODSEY & GIBB, INC | 3.896.704 $ | +220.223 $ | 3.676.481 $ | -16.731 $ | 3.693.212 $ | -181.243 $ | 3.874.455 $ | |
|---|
| National Wealth Management Group, LLC | 3.877.814 $ | +151.272 $ | 3.726.542 $ | +599.796 $ | 3.126.746 $ | | | |
|---|
| Wealthquest Corp | 3.876.391 $ | +446.049 $ | 3.430.342 $ | +159.237 $ | 3.271.105 $ | +541.825 $ | 2.729.280 $ | |
|---|
| PATTON ALBERTSON MILLER GROUP, LLC | 2.888.551 $ | +375.067 $ | 2.513.484 $ | -1.356.556 $ | 3.870.040 $ | +415.109 $ | 3.454.931 $ | |
|---|
| LEIGH BALDWIN & CO., LLC | 3.017.000 $ | -850.505 $ | 3.867.505 $ | +105.186 $ | 3.762.319 $ | +681.630 $ | 3.080.689 $ | |
|---|
| Abbot Financial Management, Inc. | 3.863.858 $ | +179.100 $ | 3.684.758 $ | +15.087 $ | 3.669.671 $ | +550.986 $ | 3.118.685 $ | |
|---|
| Carrera Capital Advisors | 2.037.369 $ | +292.522 $ | 1.744.847 $ | -2.115.245 $ | 3.860.092 $ | +39.927 $ | 3.820.165 $ | |
|---|
| Terra Nova Asset Management LLC | 3.855.849 $ | +199.862 $ | 3.655.987 $ | | | | | |
|---|
| O'Dell Group, LLC | | | 3.855.695 $ | +535.182 $ | 3.320.513 $ | +832.063 $ | 2.488.450 $ | |
|---|
| Eukles Asset Management | 3.852.160 $ | +230.785 $ | 3.621.375 $ | +15.040 $ | 3.606.335 $ | +461.724 $ | 3.144.611 $ | |
|---|
| Raleigh Capital Management Inc. | 3.850.117 $ | +665.876 $ | 3.184.241 $ | +386.431 $ | 2.797.810 $ | +689.029 $ | 2.108.781 $ | |
|---|
| Astoria Portfolio Advisors LLC. | 3.250.879 $ | -406.378 $ | 3.657.257 $ | -175.606 $ | 3.832.863 $ | +847.184 $ | 2.985.679 $ | |
|---|
| Twin Lakes Capital Management, LLC | 3.830.689 $ | +171.335 $ | 3.659.354 $ | | | | | |
|---|
| SNS Financial Group, LLC | 3.824.688 $ | +167.310 $ | 3.657.378 $ | +61.136 $ | 3.596.242 $ | +352.689 $ | 3.243.553 $ | |
|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | | | | | 3.816.728 $ | +506.775 $ | 3.309.953 $ | |
|---|
| Vickerman Investment Advisors, Inc. | 3.815.685 $ | -222 $ | 3.815.907 $ | +2.411.978 $ | | | 1.403.929 $ | |
|---|
| SECURED RETIREMENT ADVISORS, LLC | 3.813.146 $ | +150.060 $ | 3.663.086 $ | | | | | |
|---|
| Triangle Securities Wealth Management | 3.812.916 $ | +116.016 $ | 3.696.900 $ | +118.868 $ | 3.578.032 $ | +283.490 $ | 3.294.542 $ | |
|---|
| Cannon Advisors, Inc. | 3.596.843 $ | -118.796 $ | 3.715.639 $ | -96.701 $ | 3.812.340 $ | +253.907 $ | 3.558.433 $ | |
|---|
| Austin Wealth Management, LLC | 3.809.860 $ | +789.064 $ | 3.020.796 $ | | | | | |
|---|
| Andrew Hill Investment Advisors, Inc. | 3.548.051 $ | -259.404 $ | 3.807.455 $ | +1.207.199 $ | 2.600.256 $ | +886.578 $ | 1.713.678 $ | |
|---|
| WATERSHED PRIVATE WEALTH LLC | 3.796.014 $ | +977.444 $ | 2.818.570 $ | | | | | |
|---|
| FWG Holdings, LLC | 3.786.216 $ | +443.961 $ | 3.342.255 $ | | | | | |
|---|
| Davidson Capital Management Inc. | 3.785.448 $ | +270.132 $ | 3.515.316 $ | -17.960 $ | 3.533.276 $ | +892.657 $ | 2.640.619 $ | |
|---|
| SITTNER & NELSON, LLC | 3.778.610 $ | +161.633 $ | 3.616.977 $ | -40.693 $ | 3.657.670 $ | +489.460 $ | 3.168.210 $ | |
|---|
| ERn Financial, LLC | 1.188.941 $ | +168.172 $ | 1.020.769 $ | -107.609 $ | 1.128.378 $ | -2.643.141 $ | 3.771.519 $ | |
|---|
| BLKBRD Asset Management, LP | 3.770.906 $ | +2.102.394 $ | 1.668.512 $ | -1.541.602 $ | 3.210.114 $ | | | |
|---|
| Marion Wealth Management | 3.769.162 $ | +367.144 $ | 3.402.018 $ | -100.324 $ | 3.502.342 $ | +568.723 $ | 2.933.619 $ | |
|---|
| Trust Co of the South | 3.766.982 $ | +380.993 $ | 3.385.989 $ | +278.330 $ | 3.107.659 $ | +297.899 $ | 2.809.760 $ | |
|---|
| HALL CAPITAL MANAGEMENT CO INC | 3.763.982 $ | +174.452 $ | 3.589.530 $ | | | | | |
|---|
| Resurgent Financial Advisors LLC | 3.762.597 $ | +99.730 $ | 3.662.867 $ | | | | | |
|---|
| AUXIER ASSET MANAGEMENT LLC | 3.757.980 $ | +1.396.285 $ | 2.361.695 $ | +480.426 $ | 1.881.269 $ | +247.887 $ | 1.633.382 $ | |
|---|
| NORTHCAPE WEALTH MANAGEMENT, LLC | 3.751.748 $ | +255.535 $ | 3.496.213 $ | +19.978 $ | 3.476.235 $ | +509.321 $ | 2.966.914 $ | |
|---|
| waypoint wealth counsel | 3.751.288 $ | +409.432 $ | 3.341.856 $ | +67.020 $ | 3.274.836 $ | +726.493 $ | 2.548.343 $ | |
|---|
| Paladin Wealth, LLC | 3.661.267 $ | -2.258 $ | 3.663.525 $ | -87.386 $ | 3.750.911 $ | +620.753 $ | 3.130.158 $ | |
|---|
| Adams Wealth Management | 3.271.887 $ | +272.779 $ | 2.999.108 $ | -748.611 $ | 3.747.719 $ | +305.087 $ | 3.442.632 $ | |
|---|
| Gallagher Fiduciary Advisors, LLC | 2.190.020 $ | +119.255 $ | 2.070.765 $ | -1.670.295 $ | 3.741.060 $ | +591.858 $ | 3.149.202 $ | |
|---|
| Fiduciary Planning LLC | 3.738.361 $ | +118.310 $ | 3.620.051 $ | -53.635 $ | 3.673.686 $ | +460.385 $ | 3.213.301 $ | |
|---|
| Amplius Wealth Advisors, LLC | 3.174.834 $ | -170.974 $ | 3.345.808 $ | -389.965 $ | 3.735.773 $ | +1.062.430 $ | 2.673.343 $ | |
|---|
| Camarda Financial Advisors, LLC | 3.535.470 $ | -198.537 $ | 3.734.007 $ | +141.715 $ | 3.592.292 $ | +365.673 $ | 3.226.619 $ | |
|---|
| ARBOR CAPITAL MANAGEMENT INC /ADV | 3.666.438 $ | +184.606 $ | 3.481.832 $ | -243.238 $ | 3.725.070 $ | +668.723 $ | 3.056.347 $ | |
|---|
| Seelaus Asset Management LLC | 3.717.356 $ | +306.556 $ | 3.410.800 $ | -495 $ | 3.411.295 $ | +528.666 $ | 2.882.629 $ | |
|---|
| Weaver Consulting Group | 3.707.890 $ | +200.481 $ | 3.507.409 $ | +57.723 $ | 3.449.686 $ | +633.079 $ | 2.816.607 $ | |
|---|
| MRA Advisory Group | 3.660.114 $ | +90.175 $ | 3.569.939 $ | -52.601 $ | 3.622.540 $ | -78.239 $ | 3.700.779 $ | |
|---|
| Atlatl Advisers LLC | 3.697.967 $ | +35.320 $ | 3.662.647 $ | +157.234 $ | 3.505.413 $ | +996.645 $ | 2.508.768 $ | |
|---|
| PCA Investment Advisory Services Inc. | 3.694.505 $ | +310.492 $ | 3.384.013 $ | -9.731 $ | 3.393.744 $ | +677.973 $ | 2.715.771 $ | |
|---|
| GR FINANCIAL GROUP, LLC | 3.693.565 $ | +880.889 $ | 2.812.676 $ | +478.234 $ | 2.334.442 $ | +650.842 $ | 1.683.600 $ | |
|---|
| Bank of Marin | | | | | 3.689.042 $ | +596.176 $ | 3.092.866 $ | |
|---|
| Royal Harbor Partners, LLC | 3.677.655 $ | +227.552 $ | 3.450.103 $ | | | | | |
|---|
| Triasima Portfolio Management inc. | 1.199.340 $ | -2.473.187 $ | 3.672.527 $ | +1.256.605 $ | 2.415.922 $ | +108.830 $ | 2.307.092 $ | |
|---|
| TIEMANN INVESTMENT ADVISORS, LLC | 3.583.942 $ | -21.837 $ | 3.605.779 $ | -60.667 $ | 3.666.446 $ | +477.308 $ | 3.189.138 $ | |
|---|
| Exit Wealth Advisors, LLC. | | | 3.657.817 $ | | | | | |
|---|
| Vienna Asset Management LLC | 2.934.645 $ | -103.765 $ | 3.038.410 $ | -366.742 $ | 3.405.152 $ | -245.937 $ | 3.651.089 $ | |
|---|
| Salomon & Ludwin, LLC | 3.642.728 $ | +501.320 $ | 3.141.408 $ | +832.468 $ | 2.308.940 $ | +377.611 $ | 1.931.329 $ | |
|---|
| Symmetry Partners, LLC | 3.628.940 $ | +184.557 $ | 3.444.383 $ | +504.129 $ | 2.940.254 $ | +791.277 $ | 2.148.977 $ | |
|---|
| Emprise Bank | 3.623.182 $ | +175.494 $ | 3.447.688 $ | -26 $ | 3.447.714 $ | +424.863 $ | 3.022.851 $ | |
|---|
| Litman Gregory Wealth Management LLC | 3.608.871 $ | +2.703.144 $ | 905.727 $ | -36.554 $ | 942.281 $ | +69.938 $ | 872.343 $ | |
|---|
| InTrack Investment Management Inc | 3.603.076 $ | +511.082 $ | 3.091.994 $ | +503.102 $ | 2.588.892 $ | +488.534 $ | 2.100.358 $ | |
|---|
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | | | | | | | 3.598.768 $ | |
|---|
| Pinion Investment Advisors, LLC | 3.596.176 $ | +231.457 $ | 3.364.719 $ | +241.702 $ | 3.123.017 $ | +450.815 $ | 2.672.202 $ | |
|---|
| First City Capital Management, Inc. | 2.807.233 $ | -788.445 $ | 3.595.678 $ | +8.399 $ | 3.587.279 $ | +470.982 $ | 3.116.297 $ | |
|---|
| Aft, Forsyth & Sober, LLC | 3.577.710 $ | +174.375 $ | 3.403.335 $ | +2.790 $ | 3.400.545 $ | +527.619 $ | 2.872.926 $ | |
|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.575.171 $ | +138.242 $ | 3.436.929 $ | | | | | |
|---|
| VIAWEALTH, LLC | 3.562.245 $ | +80.963 $ | 3.481.282 $ | | | | | |
|---|
| Front Row Advisors LLC | 3.482.843 $ | +176.338 $ | 3.306.505 $ | -252.440 $ | 3.558.945 $ | +522.395 $ | 3.036.550 $ | |
|---|
| Cedar Wealth Management, LLC | 3.558.783 $ | +183.114 $ | 3.375.669 $ | +13.078 $ | 3.362.591 $ | +455.608 $ | 2.906.983 $ | |
|---|
| Canandaigua National Trust Co of Florida | 3.540.779 $ | +757.071 $ | 2.783.708 $ | -627.587 $ | 3.411.295 $ | +654.047 $ | 2.757.248 $ | |
|---|
| Pilgrim Partners Asia Pte Ltd | 2.900.253 $ | -639.215 $ | 3.539.468 $ | +462.964 $ | | | 3.076.504 $ | |
|---|
| Farmers National Bank | | | 3.537.712 $ | +61.039 $ | 3.476.673 $ | +520.603 $ | 2.956.070 $ | |
|---|
| Pacific Capital Partners Ltd | | | | | 3.536.128 $ | +278.116 $ | 3.258.012 $ | |
|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 3.534.317 $ | +88.236 $ | 3.446.081 $ | -8.873 $ | 3.454.954 $ | +426.966 $ | 3.027.988 $ | |
|---|
| Total Clarity Wealth Management, Inc. | 3.531.315 $ | +90.214 $ | 3.441.101 $ | | | | | |
|---|
| Aspetuck Financial Management LLC | 3.529.699 $ | +179.061 $ | 3.350.638 $ | +13.058 $ | 3.337.580 $ | +443.725 $ | 2.893.855 $ | |
|---|
| River Street Advisors LLC | 3.505.464 $ | +260.658 $ | 3.244.806 $ | +107.748 $ | 3.137.058 $ | +642.178 $ | 2.494.880 $ | |
|---|
| CFS Investment Advisory Services, LLC | 3.504.540 $ | +155.291 $ | 3.349.249 $ | +3.346.409 $ | 2.840 $ | +397 $ | 2.443 $ | |
|---|
| RoundAngle Advisors LLC | 3.499.924 $ | | | | | | | |
|---|
| Independent Wealth Network Inc. | 3.499.305 $ | +246.183 $ | 3.253.122 $ | +133.973 $ | 3.119.149 $ | +671.614 $ | 2.447.535 $ | |
|---|
| CITY NATIONAL BANK OF FLORIDA /MSD | 3.349.894 $ | -139.731 $ | 3.489.625 $ | +724.212 $ | 2.765.413 $ | +558.211 $ | 2.207.202 $ | |
|---|
| Kentucky Trust Co | 3.489.306 $ | +185.436 $ | 3.303.870 $ | -30.200 $ | 3.334.070 $ | +393.221 $ | 2.940.849 $ | |
|---|
| Piscataqua Savings Bank | 3.484.400 $ | +183.445 $ | 3.300.955 $ | -32.402 $ | 3.333.357 $ | +477.802 $ | 2.855.555 $ | |
|---|
| ARGUS INVESTORS' COUNSEL, INC. | 2.902.417 $ | +129.605 $ | 2.772.812 $ | -707.673 $ | 3.480.485 $ | +302.120 $ | 3.178.365 $ | |
|---|
| Transcendent Capital Group LLC | 1.555.727 $ | -88.852 $ | 1.644.579 $ | -1.831.217 $ | 3.475.796 $ | +2.132.751 $ | 1.343.045 $ | |
|---|
| Lynx Investment Advisory | 3.470.377 $ | +200.101 $ | 3.270.276 $ | +27.473 $ | 3.242.803 $ | +438.180 $ | 2.804.623 $ | |
|---|
| Three Magnolias Financial Advisors, LLC | 3.404.481 $ | -64.617 $ | 3.469.098 $ | +354.527 $ | 3.114.571 $ | +319.365 $ | 2.795.206 $ | |
|---|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 3.466.690 $ | +173.137 $ | 3.293.553 $ | | | | | |
|---|
| Brendel Financial Advisors LLC | 3.458.838 $ | +338.309 $ | 3.120.529 $ | +3.117.607 $ | 2.922 $ | +622 $ | 2.300 $ | |
|---|
| Physician Wealth Advisors, Inc. | 3.420.007 $ | -30.485 $ | 3.450.492 $ | +357.638 $ | 3.092.854 $ | +324.093 $ | 2.768.761 $ | |
|---|
| Graphene Investments SAS | 3.439.218 $ | +167.625 $ | 3.271.593 $ | +2.682 $ | 3.268.911 $ | +434.037 $ | 2.834.874 $ | |
|---|
| Opal Wealth Advisors, LLC | 3.437.141 $ | +625.547 $ | 2.811.594 $ | -75.798 $ | 2.887.392 $ | | | |
|---|
| Wealth Quarterback LLC | 3.436.143 $ | +256.494 $ | 3.179.649 $ | -58.383 $ | 3.238.032 $ | +559.694 $ | 2.678.338 $ | |
|---|
| Accelerate Investment Advisors LLC | 3.433.707 $ | +95.241 $ | 3.338.466 $ | -54.665 $ | 3.393.131 $ | +898.068 $ | 2.495.063 $ | |
|---|
| WEDGE CAPITAL MANAGEMENT L L P/NC | 3.425.600 $ | +251.277 $ | 3.174.323 $ | +18.398 $ | 3.155.925 $ | +384.978 $ | 2.770.947 $ | |
|---|
| Bear Mountain Capital, Inc. | 3.260.129 $ | -97.976 $ | 3.358.105 $ | -65.028 $ | 3.423.133 $ | +569.223 $ | 2.853.910 $ | |
|---|
| Ameliora Wealth Management Ltd. | 3.397.670 $ | +237.619 $ | 3.160.051 $ | -256.071 $ | 3.416.122 $ | +1.484.602 $ | 1.931.520 $ | |
|---|
| WOLFF WIESE MAGANA LLC | 3.413.597 $ | +118.729 $ | 3.294.868 $ | +9.722 $ | 3.285.146 $ | +834.597 $ | 2.450.549 $ | |
|---|
| Drake & Associates, LLC | 2.476.699 $ | -933.027 $ | 3.409.726 $ | +758.398 $ | 2.651.328 $ | +453.064 $ | 2.198.264 $ | |
|---|
| EADS & HEALD WEALTH MANAGEMENT | 3.408.519 $ | +3.405.210 $ | 3.309 $ | -49 $ | 3.358 $ | +327 $ | 3.031 $ | |
|---|
| Successful Portfolios LLC | 3.407.377 $ | +552.340 $ | 2.855.037 $ | | | | | |
|---|
| Wealthstream Advisors, Inc. | | | 3.400.987 $ | +218.229 $ | 3.182.758 $ | +639.304 $ | 2.543.454 $ | |
|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 3.398.825 $ | +89.246 $ | 3.309.579 $ | +145.536 $ | 3.164.043 $ | +768.479 $ | 2.395.564 $ | |
|---|
| Cornerstone Planning Group LLC | 3.382.699 $ | +228.784 $ | 3.153.915 $ | +527.996 $ | 2.625.919 $ | +252.474 $ | 2.373.445 $ | |
|---|
| Sullivan Wood Capital Management LLC | 3.375.743 $ | +592.693 $ | 2.783.050 $ | +57.129 $ | 2.725.921 $ | | | |
|---|
| Rakuten Securities, Inc. | 2.319.741 $ | -732.721 $ | 3.052.462 $ | +173.626 $ | 2.878.836 $ | -496.376 $ | 3.375.212 $ | |
|---|
| BIRCHBROOK, INC. | 3.374.358 $ | +284.349 $ | 3.090.009 $ | -41.784 $ | 3.131.793 $ | +463.206 $ | 2.668.587 $ | |
|---|
| HILLTOP WEALTH ADVISORS, LLC | 3.373.524 $ | +250.911 $ | 3.122.613 $ | +2.641.603 $ | 481.010 $ | +19.156 $ | 461.854 $ | |
|---|
| Carnegie Lake Advisors LLC | 3.370.895 $ | +173.077 $ | 3.197.818 $ | +3.194.458 $ | 3.360 $ | +408 $ | 2.952 $ | |
|---|
| Traveka Wealth, LLC | 3.370.812 $ | +155.288 $ | 3.215.524 $ | +90.831 $ | 3.124.693 $ | +460.360 $ | 2.664.333 $ | |
|---|
| CHANNEL WEALTH LLC | 3.367.202 $ | +198.587 $ | 3.168.615 $ | +425.066 $ | | | 2.743.549 $ | |
|---|
| CASTLE WEALTH MANAGEMENT LLC | 3.205.167 $ | +8.227 $ | 3.196.940 $ | -156.217 $ | 3.353.157 $ | +471.669 $ | 2.881.488 $ | |
|---|
| CenterStar Asset Management, LLC | | | 922.194 $ | -2.427.821 $ | 3.350.015 $ | +1.637.675 $ | 1.712.340 $ | |
|---|
| Enhancing Capital LLC | 3.339.504 $ | +183.185 $ | 3.156.319 $ | | | | | |
|---|
| Baron Wealth Management LLC | 3.333.857 $ | +493.820 $ | 2.840.037 $ | -181.740 $ | 3.021.777 $ | +847.574 $ | 2.174.203 $ | |
|---|
| HMS Capital Management, LLC | 3.331.425 $ | +102.429 $ | 3.228.996 $ | -44.742 $ | 3.273.738 $ | +598.569 $ | 2.675.169 $ | |
|---|
| SYKON CAPITAL LLC | 3.331.425 $ | +459.889 $ | 2.871.536 $ | -35.820 $ | 2.907.356 $ | +263.503 $ | 2.643.853 $ | |
|---|
| Atala Financial Inc | 3.262.410 $ | -58.806 $ | 3.321.216 $ | +911.870 $ | | | 2.409.346 $ | |
|---|
| Shearwater Capital LLC | 3.318.961 $ | +174.938 $ | 3.144.023 $ | +2.578 $ | 3.141.445 $ | +692.896 $ | 2.448.549 $ | |
|---|
| Strive Asset Management, LLC | | | 2.587.632 $ | -47.242 $ | 2.634.874 $ | -680.597 $ | 3.315.471 $ | |
|---|
| General Partner, Inc. | 3.308.805 $ | +161.269 $ | 3.147.536 $ | +2.581 $ | 3.144.955 $ | +417.577 $ | 2.727.378 $ | |
|---|
| Copperleaf Capital, LLC | | | 3.177.776 $ | -130.193 $ | 3.307.969 $ | +332.107 $ | 2.975.862 $ | |
|---|
| Discipline Wealth Solutions, LLC | 3.299.147 $ | +1.659.618 $ | 1.639.529 $ | | | | | |
|---|
| INSPIRION WEALTH ADVISORS, LLC | 3.293.109 $ | | | | | | | |
|---|
| PUREfi Wealth, LLC | 2.958.964 $ | -227.515 $ | 3.186.479 $ | -100.720 $ | 3.287.199 $ | +647.654 $ | 2.639.545 $ | |
|---|
| Holistic Financial Partners | 3.284.800 $ | +189.082 $ | 3.095.718 $ | | | | | |
|---|
| Fieldview Capital Management, LLC | | | 3.275.106 $ | | | | | |
|---|
| Warren Street Wealth Advisors, LLC | 3.267.719 $ | +169.296 $ | 3.098.423 $ | +219.149 $ | 2.879.274 $ | +517.767 $ | 2.361.507 $ | |
|---|
| Five Oceans Advisors | 3.256.409 $ | +169.035 $ | 3.087.374 $ | -92.465 $ | 3.179.839 $ | +328.793 $ | 2.851.046 $ | |
|---|
| Leisure Capital Management | 3.255.255 $ | +176.444 $ | 3.078.811 $ | +73.168 $ | 3.005.643 $ | +1.394.331 $ | 1.611.312 $ | |
|---|
| Caerus Investment Advisors, LLC | 3.251.331 $ | +1.100.204 $ | 2.151.127 $ | | | | | |
|---|
| Wick Capital Partners, LLC | 3.245.042 $ | +1.046.322 $ | 2.198.720 $ | -430.177 $ | 2.628.897 $ | +1.481.866 $ | 1.147.031 $ | |
|---|
| Portland Global Advisors LLC | 3.242.098 $ | +764.470 $ | 2.477.628 $ | +37.134 $ | 2.440.494 $ | +322.520 $ | 2.117.974 $ | |
|---|
| Ullmann Wealth Partners Group, LLC | 3.234.205 $ | +324.463 $ | 2.909.742 $ | +82.463 $ | 2.827.279 $ | +445.985 $ | 2.381.294 $ | |
|---|
| Abound Wealth Management | 3.232.499 $ | +550.248 $ | 2.682.251 $ | +321.072 $ | 2.361.179 $ | +453.798 $ | 1.907.381 $ | |
|---|
| Tradewinds Capital Management, LLC | 3.210.707 $ | +200.841 $ | 3.009.866 $ | +137.392 $ | 2.872.474 $ | +244.032 $ | 2.628.442 $ | |
|---|
| Lattice Capital Management, LLC | 3.208.398 $ | +156.375 $ | 3.052.023 $ | +2.502 $ | 3.049.521 $ | +404.907 $ | 2.644.614 $ | |
|---|
| Lakeshore Capital Group, Inc. | 3.204.124 $ | +209.628 $ | 2.994.496 $ | | | | | |
|---|
| Park Edge Advisors, LLC | 3.200.781 $ | +173.130 $ | 3.027.651 $ | +174.045 $ | 2.853.606 $ | +588.370 $ | 2.265.236 $ | |
|---|
| Sheets Smith Investment Management | | | 3.196.061 $ | +1.524.748 $ | 1.671.313 $ | -683.155 $ | 2.354.468 $ | |
|---|
| ROWLANDMILLER & PARTNERS.ADV | 3.191.548 $ | +357.559 $ | 2.833.989 $ | +502.532 $ | 2.331.457 $ | +414.207 $ | 1.917.250 $ | |
|---|
| AGH Wealth Advisors, LLC | 3.057.902 $ | -131.798 $ | 3.189.700 $ | +189.538 $ | 3.000.162 $ | +266.502 $ | 2.733.660 $ | |
|---|
| Legacy Financial Strategies, LLC | 3.187.163 $ | +261.393 $ | 2.925.770 $ | | | | | |
|---|
| EdgeRock Capital LLC | 3.186.518 $ | +367.852 $ | 2.818.666 $ | +117.052 $ | 2.701.614 $ | +557.955 $ | 2.143.659 $ | |
|---|
| St. Clair Advisors, LLC | 3.119.301 $ | +149.178 $ | 2.970.123 $ | -213.007 $ | 3.183.130 $ | +1.433.119 $ | 1.750.011 $ | |
|---|
| Alpha Omega Wealth Management LLC | 3.182.085 $ | +112.277 $ | 3.069.808 $ | -90.724 $ | 3.160.532 $ | +419.646 $ | 2.740.886 $ | |
|---|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | | | | | 3.181.155 $ | | | |
|---|
| VISTA CAPITAL PARTNERS, INC. | 3.180.700 $ | +344.953 $ | 2.835.747 $ | +408.197 $ | 2.427.550 $ | +427.347 $ | 2.000.203 $ | |
|---|
| Avanda Investment Management Pte. Ltd. | | | | | | | 3.174.678 $ | |
|---|
| Caitong International Asset Management Co., Ltd | 231 $ | -1.461.565 $ | | | 1.461.796 $ | -1.703.940 $ | 3.165.736 $ | |
|---|
| Riverbend Wealth Management, LLC | 3.165.179 $ | +431.531 $ | 2.733.648 $ | | | | | |
|---|
| HALL LAURIE J TRUSTEE | 3.164.543 $ | +29.083 $ | 3.135.460 $ | +2.571 $ | 3.132.889 $ | +415.976 $ | 2.716.913 $ | |
|---|
| Comprehensive Financial Planning, Inc./PA | 3.163.618 $ | +231.480 $ | 2.932.138 $ | +33.777 $ | 2.898.361 $ | +428.406 $ | 2.469.955 $ | |
|---|
| Sageworth Trust Co of South Dakota | 3.150.693 $ | +84.398 $ | 3.066.295 $ | +71.622 $ | 2.994.673 $ | +397.624 $ | 2.597.049 $ | |
|---|
| Whelan Financial | 3.148.616 $ | +183.104 $ | 2.965.512 $ | +716.326 $ | 2.249.186 $ | +428.588 $ | 1.820.598 $ | |
|---|
| Trinity Financial Advisors LLC | 3.056.520 $ | -44.688 $ | 3.101.208 $ | -40.896 $ | 3.142.104 $ | +1.931.057 $ | 1.211.047 $ | |
|---|
| Wiser Advisor Group LLC | 3.141.462 $ | +172.223 $ | 2.969.239 $ | +77.678 $ | 2.891.561 $ | +400.871 $ | 2.490.690 $ | |
|---|
| Fermata Advisors, LLC | 2.330.147 $ | -7.414 $ | 2.337.561 $ | -799.734 $ | 3.137.295 $ | +32.997 $ | 3.104.298 $ | |
|---|
| Minot DeBlois Advisors LLC | 3.128.996 $ | +103.966 $ | 3.025.030 $ | -1.250 $ | 3.026.280 $ | +414.568 $ | 2.611.712 $ | |
|---|
| WILLNER & HELLER, LLC | 3.125.995 $ | +138.306 $ | 2.987.689 $ | | | | | |
|---|
| CHAPMAN FINANCIAL GROUP, LLC | 3.124.611 $ | +98.936 $ | 3.025.675 $ | +13.450 $ | 3.012.225 $ | | | |
|---|
| Trust Co | 3.123.918 $ | +704.915 $ | 2.419.003 $ | -591.467 $ | 3.010.470 $ | +348.352 $ | 2.662.118 $ | |
|---|
| Rooted Wealth Advisors, Inc. | 3.122.191 $ | | | | | | | |
|---|
| Clearwater Capital Advisors, LLC | 2.728.014 $ | -392.031 $ | 3.120.045 $ | +590.743 $ | 2.529.302 $ | +388.115 $ | 2.141.187 $ | |
|---|
| Private Harbour Investment Management & Counsel, LLC | 3.048.209 $ | +138.906 $ | 2.909.303 $ | -200.550 $ | 3.109.853 $ | | | |
|---|
| PROATHLETE WEALTH MANAGEMENT LLC | 3.102.450 $ | +218.180 $ | 2.884.270 $ | +42.529 $ | 2.841.741 $ | +380.744 $ | 2.460.997 $ | |
|---|
| IRON Financial LLC | 3.100.375 $ | +31.005 $ | 3.069.370 $ | +2.955 $ | 3.066.415 $ | +427.699 $ | 2.638.716 $ | |
|---|
| Kathleen S. Wright Associates Inc. | | | 3.068.306 $ | -31.875 $ | 3.100.181 $ | | | |
|---|
| EXCALIBUR MANAGEMENT CORP | 3.094.065 $ | +26.087 $ | 3.067.978 $ | | | | | |
|---|
| Wealth Dimensions Group, Ltd. | 2.963.129 $ | -123.674 $ | 3.086.803 $ | +391.123 $ | | | 2.695.680 $ | |
|---|
| Gold Investment Management Ltd. | 3.086.063 $ | +150.412 $ | 2.935.651 $ | -4.590 $ | 2.940.241 $ | +385.239 $ | 2.555.002 $ | |
|---|
| Navalign, LLC | 3.081.216 $ | +159.837 $ | 2.921.379 $ | | | | | |
|---|
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3.079.600 $ | +531.929 $ | 2.547.671 $ | +248.464 $ | 2.299.207 $ | +301.097 $ | 1.998.110 $ | |
|---|
| Granite FO LLC | 2.608.035 $ | -131.979 $ | 2.740.014 $ | -338.905 $ | 3.078.919 $ | +70.147 $ | 3.008.772 $ | |
|---|
| Roxbury Financial LLC | 2.955.373 $ | -118.344 $ | 3.073.717 $ | +16.342 $ | 3.057.375 $ | +51.214 $ | 3.006.161 $ | |
|---|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3.071.376 $ | +815.572 $ | 2.255.804 $ | +520.228 $ | 1.735.576 $ | +375.927 $ | 1.359.649 $ | |
|---|
| PRIVATE MANAGEMENT GROUP INC | 3.064.623 $ | +165.860 $ | 2.898.763 $ | | | | | |
|---|
| Clifford Group, LLC | 3.062.183 $ | +111.921 $ | 2.950.262 $ | +7.026 $ | 2.943.236 $ | +354.714 $ | 2.588.522 $ | |
|---|
| Allegheny Financial Group | 3.061.160 $ | +61.695 $ | 2.999.465 $ | | | | | |
|---|
| Garrett Wealth Advisory Group, LLC | 3.058.826 $ | +178.507 $ | 2.880.319 $ | | | | | |
|---|
| SWEENEY & MICHEL, LLC | | | | | 3.055.322 $ | +754.313 $ | 2.301.009 $ | |
|---|
| Steigerwald, Gordon & Koch Inc. | 3.047.187 $ | +69.473 $ | 2.977.714 $ | | | | | |
|---|
| Stonekeep Investments, LLC | 3.198 $ | -3.035.783 $ | 3.038.981 $ | +8.906 $ | 3.030.075 $ | +412.622 $ | 2.617.453 $ | |
|---|
| Lodestone Wealth Management LLC | 3.038.514 $ | +153.584 $ | 2.884.930 $ | +896.523 $ | | | 1.988.407 $ | |
|---|
| Walkner Condon Financial Advisors LLC | 2.856.746 $ | -170.402 $ | 3.027.148 $ | | | | | |
|---|
| MATAURO, LLC | 2.847.736 $ | -178.702 $ | 3.026.438 $ | +278.254 $ | 2.748.184 $ | +1.401.623 $ | 1.346.561 $ | |
|---|
| DELTA ASSET MANAGEMENT LLC/TN | 3.021.203 $ | +125.294 $ | 2.895.909 $ | | | | | |
|---|
| Values Added Financial LLC | 2.792.230 $ | -225.321 $ | 3.017.551 $ | | | | | |
|---|
| PURE PORTFOLIOS HOLDINGS LLC | 2.781.536 $ | +74.677 $ | 2.706.859 $ | -308.876 $ | 3.015.735 $ | +265.146 $ | 2.750.589 $ | |
|---|
| Gruss & Co., LLC | 3.000.660 $ | +1.573.455 $ | 1.427.205 $ | | | | | |
|---|
| RFG HOLDINGS, INC. | 2.999.754 $ | +369.070 $ | 2.630.684 $ | | | | | |
|---|
| Black Diamond Financial, LLC | 2.990.736 $ | +520.133 $ | 2.470.603 $ | +92.854 $ | 2.377.749 $ | +326.554 $ | 2.051.195 $ | |
|---|
| Windle Wealth, LLC | 2.975.039 $ | +146.099 $ | 2.828.940 $ | | | | | |
|---|
| TLWM | 2.973.202 $ | | | | | | | |
|---|
| CM WEALTH ADVISORS LLC | 2.971.577 $ | +2.327.139 $ | 644.438 $ | -570.105 $ | 1.214.543 $ | +437.141 $ | 777.402 $ | |
|---|
| Gen-Wealth Partners Inc | 2.962.689 $ | +158.476 $ | 2.804.213 $ | +598.850 $ | 2.205.363 $ | +330.874 $ | 1.874.489 $ | |
|---|
| Detalus Advisors, LLC | 2.960.125 $ | +170.184 $ | 2.789.941 $ | -4.514 $ | 2.794.455 $ | +376.748 $ | 2.417.707 $ | |
|---|
| Advisor Resource Council | 2.958.300 $ | +2.756.515 $ | 201.785 $ | | | | | |
|---|
| BNP Paribas Asset Management Holding S.A. | 2.946.740 $ | +1.627.114 $ | 1.319.626 $ | -31.336 $ | 1.350.962 $ | +10.389 $ | 1.340.573 $ | |
|---|
| Live Oak Investment Partners | 2.942.493 $ | +325.219 $ | 2.617.274 $ | +6.314 $ | 2.610.960 $ | +371.600 $ | 2.239.360 $ | |
|---|
| Matisse Capital | 2.599.989 $ | +219.541 $ | 2.380.448 $ | -558.371 $ | 2.938.819 $ | +445.384 $ | 2.493.435 $ | |
|---|
| UNITED BANK | 2.335.897 $ | +113.631 $ | 2.222.266 $ | -660.518 $ | 2.882.784 $ | -55.782 $ | 2.938.566 $ | |
|---|
| Davis Capital Management | 2.935.107 $ | +266.234 $ | 2.668.873 $ | +467.755 $ | | | 2.201.118 $ | |
|---|
| K2 PRINCIPAL FUND, L.P. | 2.933.261 $ | +845.589 $ | 2.087.672 $ | -239.617 $ | 2.327.289 $ | -407.128 $ | 2.734.417 $ | |
|---|
| Fortune Financial Advisors, LLC | 2.931.876 $ | +190.984 $ | 2.740.892 $ | | | | | |
|---|
| CURA WEALTH ADVISORS, LLC | 2.931.044 $ | +1.195.124 $ | 1.735.920 $ | +174.960 $ | 1.560.960 $ | -291.411 $ | 1.852.371 $ | |
|---|
| DMC Group, LLC | 2.789.691 $ | -135.860 $ | 2.925.551 $ | +40.572 $ | 2.884.979 $ | +307.907 $ | 2.577.072 $ | |
|---|
| Synergy Investment Management, LLC | 2.916.643 $ | +198.366 $ | 2.718.277 $ | -42.746 $ | 2.761.023 $ | +351.380 $ | 2.409.643 $ | |
|---|
| Symphony Financial Services, Inc. | 2.912.494 $ | +144.810 $ | 2.767.684 $ | +215.856 $ | 2.551.828 $ | +329.591 $ | 2.222.237 $ | |
|---|
| WealthTrust Axiom LLC | 2.909.240 $ | +176.926 $ | 2.732.314 $ | | | | | |
|---|
| First Affirmative Financial Network | | | 2.847.908 $ | -59.172 $ | 2.907.080 $ | +366.662 $ | 2.540.418 $ | |
|---|
| PARADIGM ASSET MANAGEMENT CO LLC | 2.596.725 $ | -71.050 $ | 2.667.775 $ | +2.187 $ | 2.665.588 $ | -235.877 $ | 2.901.465 $ | |
|---|
| SEEDS INVESTOR LLC | 2.896.560 $ | +358.111 $ | 2.538.449 $ | -286.855 $ | 2.825.304 $ | +548.082 $ | 2.277.222 $ | |
|---|
| PATRICK M SWEENEY & ASSOCIATES, INC | 2.892.434 $ | +191.476 $ | 2.700.958 $ | -13.725 $ | 2.714.683 $ | +449.067 $ | 2.265.616 $ | |
|---|
| Argyle Capital Partners, LLC | 2.887.327 $ | +77.929 $ | 2.809.398 $ | -20.294 $ | 2.829.692 $ | +192.118 $ | 2.637.574 $ | |
|---|
| Pinnacle Wealth Management, LLC | 2.887.226 $ | +295.299 $ | 2.591.927 $ | | | | | |
|---|
| Carl P. Sherr & Co., LLC | 2.886.676 $ | +205.946 $ | 2.680.730 $ | -2.410 $ | 2.683.140 $ | +405.157 $ | 2.277.983 $ | |
|---|
| Westerkirk Capital Inc. | 794.021 $ | -2.092.227 $ | 2.886.248 $ | +311.706 $ | 2.574.542 $ | | | |
|---|
| Blueprint Financial Advisors LLC | 2.886.173 $ | +257.042 $ | 2.629.131 $ | | | | | |
|---|
| M1 Capital Management LLC | 2.882.235 $ | +182.196 $ | 2.700.039 $ | +287.421 $ | 2.412.618 $ | +407.099 $ | 2.005.519 $ | |
|---|
| Miller Financial Services LLC | 2.876.857 $ | +84.366 $ | 2.792.491 $ | +152.791 $ | 2.639.700 $ | +427.357 $ | 2.212.343 $ | |
|---|
| Affiance Financial, LLC | 2.875.833 $ | | | | | | | |
|---|
| Oak Asset Management, LLC | 2.875.786 $ | +143.457 $ | 2.732.329 $ | | | | | |
|---|
| Ranch Capital Advisors Inc. | 2.868.191 $ | +143.526 $ | 2.724.665 $ | +2.672 $ | 2.721.993 $ | +372.644 $ | 2.349.349 $ | |
|---|
| Impact Partnership Wealth, LLC | 2.846.241 $ | +136.308 $ | 2.709.933 $ | +376.572 $ | 2.333.361 $ | +926.260 $ | 1.407.101 $ | |
|---|
| CAHILL FINANCIAL ADVISORS INC | 2.839.744 $ | +155.753 $ | 2.683.991 $ | +39.054 $ | 2.644.937 $ | +489.890 $ | 2.155.047 $ | |
|---|
| Willis Johnson & Associates, Inc. | 2.816.131 $ | -21.570 $ | 2.837.701 $ | | | | | |
|---|
| Kensington Investment Counsel, LLC | 2.835.393 $ | +780.877 $ | 2.054.516 $ | +88.562 $ | 1.965.954 $ | +312.785 $ | 1.653.169 $ | |
|---|
| Nicholas Wealth, LLC. | 2.832.392 $ | +739.890 $ | 2.092.502 $ | +203.115 $ | 1.889.387 $ | +391.089 $ | 1.498.298 $ | |
|---|
| NovaPoint Capital, LLC | 2.809.195 $ | +267.782 $ | 2.541.413 $ | +226.958 $ | 2.314.455 $ | +442.772 $ | 1.871.683 $ | |
|---|
| SECURITY NATIONAL BANK OF SO DAK | 2.804.694 $ | +135.821 $ | 2.668.873 $ | +65.153 $ | 2.603.720 $ | +1.314.328 $ | 1.289.392 $ | |
|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 2.795.692 $ | +1.294.053 $ | 1.501.639 $ | -14.127 $ | 1.515.766 $ | +89.958 $ | 1.425.808 $ | |
|---|
| CORRADO ADVISORS, LLC | 2.790.614 $ | +125.473 $ | 2.665.141 $ | +84.675 $ | 2.580.466 $ | +303.434 $ | 2.277.032 $ | |
|---|
| Altus Wealth Group LLC | 2.784.843 $ | +157.029 $ | 2.627.814 $ | +98.467 $ | 2.529.347 $ | +339.835 $ | 2.189.512 $ | |
|---|
| BEAM WEALTH ADVISORS, INC. | 2.782.805 $ | +22.773 $ | 2.760.032 $ | +100.111 $ | 2.659.921 $ | +305.992 $ | 2.353.929 $ | |
|---|
| PRIVATE CLIENT SERVICES, LLC | 2.712.135 $ | +129.333 $ | 2.582.802 $ | -197.747 $ | 2.780.549 $ | +1.006.374 $ | 1.774.175 $ | |
|---|
| Probity Advisors, Inc. | 2.778.842 $ | +113.043 $ | 2.665.799 $ | | | | | |
|---|
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 2.755.760 $ | +692.022 $ | 2.063.738 $ | -713.520 $ | 2.777.258 $ | +715.030 $ | 2.062.228 $ | |
|---|
| LCNB CORP | 2.774.918 $ | +263.915 $ | 2.511.003 $ | -54.982 $ | 2.565.985 $ | +385.035 $ | 2.180.950 $ | |
|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2.534.566 $ | -141.520 $ | 2.676.086 $ | -98.759 $ | 2.774.845 $ | +105.877 $ | 2.668.968 $ | |
|---|
| MBM WEALTH CONSULTANTS, LLC | 2.773.302 $ | +153.393 $ | 2.619.909 $ | -80.343 $ | 2.700.252 $ | +557.873 $ | 2.142.379 $ | |
|---|
| Saiph Capital, LLC | 2.763.938 $ | +159.007 $ | 2.604.931 $ | | | | | |
|---|
| McLean Asset Management Corp | 2.761.505 $ | +303.496 $ | 2.458.009 $ | +186.181 $ | 2.271.828 $ | +611.972 $ | 1.659.856 $ | |
|---|
| Heartwood Wealth Advisors LLC | 2.759.915 $ | +366.602 $ | 2.393.313 $ | +1.962 $ | 2.391.351 $ | +279.084 $ | 2.112.267 $ | |
|---|
| Shum Financial Group, Inc. | 2.759.671 $ | +222.992 $ | 2.536.679 $ | +355.169 $ | | | 2.181.510 $ | |
|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 2.743.065 $ | +102.077 $ | 2.640.988 $ | -248 $ | 2.641.236 $ | +311.122 $ | 2.330.114 $ | |
|---|
| NORTHSTAR ASSET MANAGEMENT Co | 2.740.064 $ | +139.038 $ | 2.601.026 $ | -19.807 $ | 2.620.833 $ | +341.328 $ | 2.279.505 $ | |
|---|
| Fairscale Capital, LLC | 2.739.833 $ | +222.243 $ | 2.517.590 $ | -166.715 $ | 2.684.305 $ | +721.773 $ | 1.962.532 $ | |
|---|
| White Lighthouse Investment Management Inc. | 2.736.371 $ | +195.507 $ | 2.540.864 $ | | | | | |
|---|
| MRP Capital Investments, LLC | 2.734.064 $ | +290.059 $ | 2.444.005 $ | +226.524 $ | | | 2.217.481 $ | |
|---|
| JNBA Financial Advisors | 2.725.292 $ | +193.869 $ | 2.531.423 $ | +179.562 $ | 2.351.861 $ | +223.041 $ | 2.128.820 $ | |
|---|
| Financial Management Professionals, Inc. | 2.724.599 $ | +257.510 $ | 2.467.089 $ | +426.981 $ | 2.040.108 $ | +362.966 $ | 1.677.142 $ | |
|---|
| FINANCIAL CONSULATE, INC | 2.717.611 $ | +12.130 $ | 2.705.481 $ | | | | | |
|---|
| Oak Thistle LLC | 2.709.134 $ | +1.319.694 $ | 1.389.440 $ | -1.321.003 $ | | | 2.710.443 $ | |
|---|
| Osprey Private Wealth LLC | 2.709.827 $ | +1.687.729 $ | 1.022.098 $ | | | | | |
|---|
| ARMSTRONG HENRY H ASSOCIATES INC | 2.707.981 $ | +110.028 $ | 2.597.953 $ | +2.130 $ | 2.595.823 $ | +300.336 $ | 2.295.487 $ | |
|---|
| PENN DAVIS MCFARLAND INC | 2.705.441 $ | +76.090 $ | 2.629.351 $ | -57.080 $ | 2.686.431 $ | +356.697 $ | 2.329.734 $ | |
|---|
| Northstar Financial Companies, Inc. | 2.703.408 $ | | | | | | | |
|---|
| Madison Park Capital Advisors, LLC | 2.703.364 $ | +239.130 $ | 2.464.234 $ | +62.572 $ | 2.401.662 $ | +383.574 $ | 2.018.088 $ | |
|---|
| Grey Ledge Advisors, LLC | 2.703.272 $ | +178.963 $ | 2.524.309 $ | -40.931 $ | 2.565.240 $ | +441.063 $ | 2.124.177 $ | |
|---|
| KERR FINANCIAL PLANNING Corp | 2.673.583 $ | -29.039 $ | 2.702.622 $ | | | | | |
|---|
| HBK INVESTMENTS L P | | | 856.323 $ | -1.844.587 $ | 2.700.910 $ | +870.799 $ | 1.830.111 $ | |
|---|
| Grantvest Financial Group LLC | 2.694.362 $ | +107.608 $ | 2.586.754 $ | +47.754 $ | 2.539.000 $ | +232.288 $ | 2.306.712 $ | |
|---|
| Operose Advisors LLC | 2.692.975 $ | +623.528 $ | 2.069.447 $ | +194.978 $ | 1.874.469 $ | +239.755 $ | 1.634.714 $ | |
|---|
| Almanack Investment Partners, LLC. | 2.093.557 $ | -597.512 $ | 2.691.069 $ | | | | | |
|---|
| Hoxton Planning & Management, LLC | 2.690.438 $ | +176.142 $ | 2.514.296 $ | +36.944 $ | 2.477.352 $ | +246.173 $ | 2.231.179 $ | |
|---|
| FIRST COMMUNITY TRUST NA | 2.689.284 $ | +108.678 $ | 2.580.606 $ | -58.436 $ | 2.639.042 $ | +365.816 $ | 2.273.226 $ | |
|---|
| Geometric Wealth Advisors | 2.685.129 $ | +45.458 $ | 2.639.671 $ | +203.784 $ | 2.435.887 $ | -56.138 $ | 2.492.025 $ | |
|---|
| GRANDFIELD & DODD, LLC | 2.673.126 $ | +119.774 $ | 2.553.352 $ | | | | | |
|---|
| McGlone Suttner Wealth Management, Inc. | 2.651.415 $ | -19.215 $ | 2.670.630 $ | +13.159 $ | 2.657.471 $ | +407.646 $ | 2.249.825 $ | |
|---|
| Andar Capital Management HK Ltd | | | 2.195.700 $ | -467.940 $ | | | 2.663.640 $ | |
|---|
| Affinity Capital Advisors, LLC | 2.651.891 $ | | | | | | | |
|---|
| Aubrey Capital Management Ltd | | | | | | | 2.644.724 $ | |
|---|
| LFA - Lugano Financial Advisors SA | 2.644.043 $ | +44.115 $ | 2.599.928 $ | -38.895 $ | 2.638.823 $ | +348.473 $ | 2.290.350 $ | |
|---|
| Cordant, Inc. | 2.637.350 $ | +2.537.665 $ | 99.685 $ | +81 $ | 99.604 $ | +11.133 $ | 88.471 $ | |
|---|
| Rise Advisors, LLC | 2.634.810 $ | +70.232 $ | 2.564.578 $ | +202.845 $ | 2.361.733 $ | +284.094 $ | 2.077.639 $ | |
|---|
| Gilman Hill Asset Management, LLC | 2.631.117 $ | +310.482 $ | 2.320.635 $ | +65.525 $ | 2.255.110 $ | +241.398 $ | 2.013.712 $ | |
|---|
| Wharton Business Group, LLC | 2.630.194 $ | +103.163 $ | 2.527.031 $ | +2.524.496 $ | 2.535 $ | +484 $ | 2.051 $ | |
|---|
| Sprinkle Financial Consultants LLC | 2.616.805 $ | | | | | | | |
|---|
| CHERRYDALE WEALTH MANAGEMENT, LLC | 2.112.926 $ | -501.714 $ | 2.614.640 $ | +133.778 $ | 2.480.862 $ | +427.196 $ | 2.053.666 $ | |
|---|
| Pathway Financial Advisers, LLC | 2.610.308 $ | +241.796 $ | 2.368.512 $ | +446.016 $ | 1.922.496 $ | +377.933 $ | 1.544.563 $ | |
|---|
| Delos Wealth Advisors, LLC | 2.605.497 $ | +163.219 $ | 2.442.278 $ | +110.601 $ | 2.331.677 $ | +176.982 $ | 2.154.695 $ | |
|---|
| Central Asset Investments & Management Holdings (HK) Ltd | 758.013 $ | +92.935 $ | 665.078 $ | -1.935.791 $ | 2.600.869 $ | +581.069 $ | 2.019.800 $ | |
|---|
| Ariadne Wealth Management, LP | 2.169.654 $ | -428.825 $ | 2.598.479 $ | +67.144 $ | 2.531.335 $ | +455.183 $ | 2.076.152 $ | |
|---|
| MAINSAIL ASSET MANAGEMENT, LLC | 2.592.801 $ | +240.767 $ | 2.352.034 $ | +250.058 $ | 2.101.976 $ | +273.958 $ | 1.828.018 $ | |
|---|
| PAR CAPITAL MANAGEMENT INC | 1.454.166 $ | -1.136.760 $ | 2.590.926 $ | +1.208.769 $ | 1.382.157 $ | +887.481 $ | 494.676 $ | |
|---|
| HOERTKORN RICHARD CHARLES | 2.585.646 $ | +104.066 $ | 2.481.580 $ | -2.353 $ | 2.483.933 $ | +329.809 $ | 2.154.124 $ | |
|---|
| IFG Advisors, LLC | 2.582.946 $ | +108.983 $ | 2.473.963 $ | | | | | |
|---|
| ELEMENT CAPITAL MANAGEMENT LLC | | | | | | | 2.579.735 $ | |
|---|
| WPG Advisers, LLC | 2.574.797 $ | +205.637 $ | 2.369.160 $ | +37.702 $ | 2.331.458 $ | +436.088 $ | 1.895.370 $ | |
|---|
| Morey & Quinn Wealth Partners, LLC | 2.571.104 $ | +118.727 $ | 2.452.377 $ | | | | | |
|---|
| Millstone Evans Group, LLC | 2.566.026 $ | +387.672 $ | 2.178.354 $ | +33.597 $ | 2.144.757 $ | +281.731 $ | 1.863.026 $ | |
|---|
| Pinnacle Holdings, LLC | 2.555.408 $ | +229.723 $ | 2.325.685 $ | -8.625 $ | 2.334.310 $ | +394.990 $ | 1.939.320 $ | |
|---|
| UNIQUE WEALTH, LLC | 2.552.869 $ | +731.097 $ | 1.821.772 $ | +44.274 $ | 1.777.498 $ | +231.255 $ | 1.546.243 $ | |
|---|
| Berkshire Money Management, Inc. | 2.547.398 $ | +180.808 $ | 2.366.590 $ | +206.630 $ | 2.159.960 $ | +341.969 $ | 1.817.991 $ | |
|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 2.547.330 $ | +140.843 $ | 2.406.487 $ | +134.923 $ | 2.271.564 $ | +333.005 $ | 1.938.559 $ | |
|---|
| Dauntless Investment Group, LLC | | | 2.547.012 $ | | | | | |
|---|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2.539.020 $ | +123.750 $ | 2.415.270 $ | +1.980 $ | 2.413.290 $ | +320.430 $ | 2.092.860 $ | |
|---|
| Centennial Bank/AR/ | 1.907.496 $ | +92.970 $ | 1.814.526 $ | -718.112 $ | 2.532.638 $ | +307.357 $ | 2.225.281 $ | |
|---|
| Prostatis Group LLC | 2.528.531 $ | | | | | | | |
|---|
| Redwood Financial Network Corp | 2.527.242 $ | +204.854 $ | 2.322.388 $ | -7.337 $ | 2.329.725 $ | +399.740 $ | 1.929.985 $ | |
|---|
| First Bancorp, Inc /ME/ | 2.436.536 $ | +52.445 $ | 2.384.091 $ | -137.357 $ | 2.521.448 $ | +338.973 $ | 2.182.475 $ | |
|---|
| CROWLEY WEALTH MANAGEMENT, INC. | | | 2.516.053 $ | +8.645 $ | 2.507.408 $ | +351.952 $ | 2.155.456 $ | |
|---|
| Paul R. Ried Financial Group, LLC | 2.511.322 $ | +232.625 $ | 2.278.697 $ | -133.057 $ | 2.411.754 $ | +320.226 $ | 2.091.528 $ | |
|---|
| Hansen & Associates Financial Group, Inc. | 2.107.267 $ | -400.672 $ | 2.507.939 $ | | | | | |
|---|
| Sunflower Bank, N.A. | 2.507.397 $ | +165.902 $ | 2.341.495 $ | +22.543 $ | 2.318.952 $ | +222.097 $ | 2.096.855 $ | |
|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.506.965 $ | +127.018 $ | 2.379.947 $ | | | | | |
|---|
| Bigelow Investment Advisors, LLC | 2.504.397 $ | +102.740 $ | 2.401.657 $ | -77.231 $ | 2.478.888 $ | +359.392 $ | 2.119.496 $ | |
|---|
| RETIREMENT GUYS FORMULA LLC | 2.504.193 $ | +91.972 $ | 2.412.221 $ | | | | | |
|---|
| Petros Family Wealth, LLC | 2.495.625 $ | +453.405 $ | 2.042.220 $ | +32.387 $ | 2.009.833 $ | +616.558 $ | 1.393.275 $ | |
|---|
| NOVUS ADVISORS, LLC | 313.454 $ | -2.727 $ | 316.181 $ | -1.372.683 $ | 1.688.864 $ | -804.113 $ | 2.492.977 $ | |
|---|
| Monument Capital Management | 2.491.933 $ | +234.973 $ | 2.256.960 $ | +2.070 $ | 2.254.890 $ | +333.835 $ | 1.921.055 $ | |
|---|
| Farrell Financial LLC | 2.486.855 $ | +143.165 $ | 2.343.690 $ | +1.921 $ | 2.341.769 $ | +310.934 $ | 2.030.835 $ | |
|---|
| Landing Point Financial Group, LLC | | | 2.485.362 $ | | | | | |
|---|
| Main Street Group, LTD | 2.483.623 $ | +100.411 $ | 2.383.212 $ | -4.410 $ | 2.387.622 $ | | | |
|---|
| Tidemark, LLC | 2.483.276 $ | +40.452 $ | 2.442.824 $ | | | | | |
|---|
| GUERRA PAN ADVISORS, LLC | 2.482.238 $ | +119.006 $ | 2.363.232 $ | +1.937 $ | 2.361.295 $ | +507.211 $ | 1.854.084 $ | |
|---|
| Peoples Bank/KS | 1.913.959 $ | -77.980 $ | 1.991.939 $ | -489.801 $ | 2.481.740 $ | +315.293 $ | 2.166.447 $ | |
|---|
| COOPER/HAIMS ADVISORS, LLC | 2.467.697 $ | +337.648 $ | 2.130.049 $ | -45.422 $ | 2.175.471 $ | +407.765 $ | 1.767.706 $ | |
|---|
| Owen LaRue, LLC | 2.465.388 $ | +55.607 $ | 2.409.781 $ | -2.631 $ | 2.412.412 $ | +16.278 $ | 2.396.134 $ | |
|---|
| Financial & Tax Architects, LLC | 2.464.004 $ | +302.996 $ | 2.161.008 $ | | | | | |
|---|
| Promus Capital, LLC | | | | | 2.445.760 $ | +520.329 $ | 1.925.431 $ | |
|---|
| STEVENS CAPITAL PARTNERS | 2.445.580 $ | +784.337 $ | 1.661.243 $ | +66.731 $ | 1.594.512 $ | +473.329 $ | 1.121.183 $ | |
|---|
| Warner Group LLC | 2.441.849 $ | +1.060.532 $ | 1.381.317 $ | | | | | |
|---|
| Pointe Capital Management LLC | 2.440.229 $ | +53.284 $ | 2.386.945 $ | +1.957 $ | 2.384.988 $ | +338.361 $ | 2.046.627 $ | |
|---|
| BayBridge Capital Group, LLC | 2.439.537 $ | +160.400 $ | 2.279.137 $ | +511.950 $ | 1.767.187 $ | +258.044 $ | 1.509.143 $ | |
|---|
| Kohmann Bosshard Financial Services, LLC | 2.068.848 $ | -368.158 $ | 2.437.006 $ | +777.540 $ | 1.659.466 $ | +218.437 $ | 1.441.029 $ | |
|---|
| TILIA FIDUCIARY PARTNERS, INC. | 2.404.452 $ | +63.177 $ | 2.341.275 $ | -90.005 $ | 2.431.280 $ | +296.182 $ | 2.135.098 $ | |
|---|
| Rossby Financial, LCC | 2.428.688 $ | +133.474 $ | 2.295.214 $ | +190.606 $ | 2.104.608 $ | +368.677 $ | 1.735.931 $ | |
|---|
| Vantage Point Financial LLC | | | 2.379.261 $ | -41.927 $ | 2.421.188 $ | | | |
|---|
| INTREPID CAPITAL MANAGEMENT INC | 2.421.100 $ | +118.003 $ | 2.303.097 $ | -100.979 $ | 2.404.076 $ | +354.786 $ | 2.049.290 $ | |
|---|
| Element Squared LLC | 2.418.704 $ | +185.953 $ | 2.232.751 $ | +127.485 $ | 2.105.266 $ | | | |
|---|
| Members Trust Co | 2.408.144 $ | +183.461 $ | 2.224.683 $ | | | | | |
|---|
| Demars Financial Group, LLC | 2.307.371 $ | -97.782 $ | 2.405.153 $ | +131.851 $ | 2.273.302 $ | +2.263.347 $ | 9.955 $ | |
|---|
| American Alpha Advisors, LLC | 7.500 $ | -2.392.500 $ | 2.400.000 $ | +0 $ | 2.400.000 $ | +900.000 $ | 1.500.000 $ | |
|---|
| PROMETHIUM ADVISORS,LLC | 2.394.065 $ | +94.728 $ | 2.299.337 $ | -50.330 $ | 2.349.667 $ | +454.677 $ | 1.894.990 $ | |
|---|
| Advance Capital Management, Inc. | 2.393.603 $ | +18.953 $ | 2.374.650 $ | +12.697 $ | 2.361.953 $ | +396.948 $ | 1.965.005 $ | |
|---|
| MARIPAU WEALTH MANAGEMENT LLC | 2.385.244 $ | +609.091 $ | 1.776.153 $ | -454.118 $ | 2.230.271 $ | +719.888 $ | 1.510.383 $ | |
|---|
| Rezny Wealth Management, Inc. | 2.383.217 $ | +129.331 $ | 2.253.886 $ | +113.737 $ | 2.140.149 $ | +324.498 $ | 1.815.651 $ | |
|---|
| AZZAD ASSET MANAGEMENT INC /ADV | 2.381.139 $ | +92.341 $ | 2.288.798 $ | -25.108 $ | 2.313.906 $ | +573.788 $ | 1.740.118 $ | |
|---|
| DAVIDSON TRUST CO | 2.380.908 $ | +626.105 $ | 1.754.803 $ | +247.594 $ | 1.507.209 $ | | | |
|---|
| LifeSteps Financial, Inc. | 2.380.908 $ | +215.289 $ | 2.165.619 $ | +10.332 $ | 2.155.287 $ | +323.844 $ | 1.831.443 $ | |
|---|
| American Capital Advisory, LLC | 2.372.854 $ | +598.486 $ | 1.774.368 $ | +692.972 $ | 1.081.396 $ | -435.947 $ | 1.517.343 $ | |
|---|
| Brady Martz Wealth Solutions, LLC | 2.362.904 $ | +402.583 $ | 1.960.321 $ | +22.888 $ | 1.937.433 $ | +224.332 $ | 1.713.101 $ | |
|---|
| Helium Advisors LLC | 1.238.932 $ | -234.058 $ | 1.472.990 $ | -889.365 $ | 2.362.355 $ | | | |
|---|
| Core Wealth Advisors, Inc. | 2.360.191 $ | +172.125 $ | 2.188.066 $ | -58.100 $ | 2.246.166 $ | +95.042 $ | 2.151.124 $ | |
|---|
| Alan B Lancz & Associates, Inc. | 2.359.673 $ | +128.257 $ | | | 2.231.416 $ | +356.593 $ | 1.874.823 $ | |
|---|
| Capital Management Associates, Inc | 2.354.906 $ | +389.064 $ | 1.965.842 $ | | | | | |
|---|
| Truvestments Capital LLC | 2.348.299 $ | +254.979 $ | 2.093.320 $ | +275.337 $ | 1.817.983 $ | +83.002 $ | 1.734.981 $ | |
|---|
| CATHY PARETO & ASSOCIATES, INC | 2.346.814 $ | +108.893 $ | 2.237.921 $ | | | | | |
|---|
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 2.344.439 $ | +206.925 $ | 2.137.514 $ | +40.146 $ | 2.097.368 $ | +440.203 $ | 1.657.165 $ | |
|---|
| Hel Ved Capital Management Ltd | | | | | 2.339.136 $ | | | |
|---|
| Bill Few Associates, Inc. | 2.335.206 $ | +196.375 $ | 2.138.831 $ | | | | | |
|---|
| Strategic Financial Services, Inc. | 2.097.311 $ | -237.596 $ | 2.334.907 $ | +29.996 $ | 2.304.911 $ | +334.578 $ | 1.970.333 $ | |
|---|
| Avondale Wealth Management | 2.325.512 $ | +147.158 $ | 2.178.354 $ | +6.832 $ | 2.171.522 $ | +587.607 $ | 1.583.915 $ | |
|---|
| Johnson & White Wealth Management, LLC | 2.321.587 $ | +116.885 $ | 2.204.702 $ | +2.202.702 $ | 2.000 $ | +297 $ | 1.703 $ | |
|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | 1.885.321 $ | +43.905 $ | 1.841.416 $ | -477.317 $ | 2.318.733 $ | +303.309 $ | 2.015.424 $ | |
|---|
| Archvest Wealth Advisors, Inc. | 2.316.740 $ | +126.310 $ | 2.190.430 $ | -34.404 $ | 2.224.834 $ | +365.804 $ | 1.859.030 $ | |
|---|
| Gradient Capital Advisors, LLC | 2.316.510 $ | +72.505 $ | 2.244.005 $ | +99.687 $ | 2.144.318 $ | +350.927 $ | 1.793.391 $ | |
|---|
| Thrive Capital Management, LLC | 1.292.823 $ | +220.443 $ | 1.072.380 $ | -1.244.037 $ | | | 2.316.417 $ | |
|---|
| Sunburst Financial Group, LLC | 2.313.807 $ | +172.058 $ | 2.141.749 $ | | | | | |
|---|
| Investment Partners Asset Management, Inc. | 2.312.816 $ | +111.627 $ | 2.201.189 $ | -25.839 $ | 2.227.028 $ | +297.411 $ | 1.929.617 $ | |
|---|
| Hudock, Inc. | 2.312.682 $ | +241.698 $ | 2.070.984 $ | +112.928 $ | 1.958.056 $ | +319.727 $ | 1.638.329 $ | |
|---|
| Hurley Capital, LLC | 2.302.318 $ | +40.088 $ | 2.262.230 $ | +437.564 $ | 1.824.666 $ | +224.009 $ | 1.600.657 $ | |
|---|
| Laraway Financial Advisors Inc | 2.298.506 $ | +112.028 $ | 2.186.478 $ | +1.792 $ | 2.184.686 $ | +290.457 $ | 1.894.229 $ | |
|---|
| Vista Cima Wealth Management LLC | 2.297.582 $ | +870.597 $ | 1.426.985 $ | | | | | |
|---|
| Fonville Wealth Management LLC | 2.290.446 $ | +231.959 $ | 2.058.487 $ | | | | | |
|---|
| ALLIUM FINANCIAL ADVISORS, LLC | | | | | | | 2.288.954 $ | |
|---|
| Atlas Private Wealth Advisors | 2.279.118 $ | +98.566 $ | 2.180.552 $ | | | | | |
|---|
| Bright Futures Wealth Management, LLC. | 2.265.729 $ | +216.263 $ | 2.049.466 $ | -38.353 $ | | | 2.087.819 $ | |
|---|
| Marotta Asset Management | 2.040.680 $ | -218.792 $ | 2.259.472 $ | +12.699 $ | 2.246.773 $ | +315.649 $ | 1.931.124 $ | |
|---|
| Madrona Financial Services, LLC | 2.255.804 $ | +246.958 $ | 2.008.846 $ | -36.308 $ | 2.045.154 $ | +383.804 $ | 1.661.350 $ | |
|---|
| Dale Q Rice Investment Management Ltd | 1.448.396 $ | +10.218 $ | 1.438.178 $ | +28.063 $ | 1.410.115 $ | -842.564 $ | 2.252.679 $ | |
|---|
| Saxony Capital Management, LLC | 2.250.495 $ | +189.611 $ | 2.060.884 $ | +78.695 $ | 1.982.189 $ | +608.892 $ | 1.373.297 $ | |
|---|
| Renasant Bank | 2.193.944 $ | -54.892 $ | 2.248.836 $ | +40.895 $ | 2.207.941 $ | +499.597 $ | 1.708.344 $ | |
|---|
| FOX RUN MANAGEMENT, L.L.C. | 388.701 $ | -219.288 $ | 607.989 $ | -350.965 $ | 958.954 $ | -1.284.782 $ | 2.243.736 $ | |
|---|
| PBMares Wealth Management LLC | | | 2.239.197 $ | +4.693 $ | 2.234.504 $ | +176.374 $ | 2.058.130 $ | |
|---|
| VAN STRUM & TOWNE INC. | 2.238.031 $ | +191.419 $ | 2.046.612 $ | +186.404 $ | 1.860.208 $ | +282.952 $ | 1.577.256 $ | |
|---|
| Integrity Wealth Solutions LLC | 1.849.330 $ | +167.863 $ | 1.681.467 $ | -556.530 $ | 2.237.997 $ | +257.961 $ | 1.980.036 $ | |
|---|
| SJS Investment Consulting Inc. | 2.171.238 $ | +278.187 $ | 1.893.051 $ | +76.583 $ | 1.816.468 $ | -418.637 $ | 2.235.105 $ | |
|---|
| RPS ADVISORY SOLUTIONS LLC | 2.233.904 $ | +48.497 $ | 2.185.407 $ | +39.496 $ | 2.145.911 $ | +235.701 $ | 1.910.210 $ | |
|---|
| ACCOUNT MANAGEMENT LLC | 2.230.875 $ | +1.942.140 $ | 288.735 $ | | | | | |
|---|
| Heritage Wealth Management, Inc. | 2.215.180 $ | +90.840 $ | 2.124.340 $ | -10.105 $ | 2.134.445 $ | +468.909 $ | 1.665.536 $ | |
|---|
| Golden Reserve Retirement LLC | 2.214.502 $ | +1.890.197 $ | 324.305 $ | | | | | |
|---|
| Murphy & Mullick Capital Management Corp | 2.212.871 $ | +239.647 $ | 1.973.224 $ | +28.369 $ | 1.944.855 $ | +449.031 $ | 1.495.824 $ | |
|---|
| EHP Funds Inc. | 2.212.410 $ | +497.568 $ | 1.714.842 $ | | | | | |
|---|
| CHIRON CAPITAL MANAGEMENT, LLC | | | 2.212.168 $ | +396.935 $ | 1.815.233 $ | +419.486 $ | 1.395.747 $ | |
|---|
| Crumly & Associates Inc. | 2.211.948 $ | +243.723 $ | 1.968.225 $ | +70.063 $ | 1.898.162 $ | +416.227 $ | 1.481.935 $ | |
|---|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | | | 2.207.476 $ | +1.713.556 $ | 493.920 $ | +66.065 $ | 427.855 $ | |
|---|
| RAHLFS CAPITAL, LLC | 2.206.639 $ | +107.550 $ | 2.099.089 $ | -9.249 $ | 2.108.338 $ | +268.524 $ | 1.839.814 $ | |
|---|
| Trueblood Wealth Management, LLC | 2.203.408 $ | +150.209 $ | 2.053.199 $ | | | | | |
|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 2.202.484 $ | +303.643 $ | 1.898.841 $ | +381.759 $ | 1.517.082 $ | +364.487 $ | 1.152.595 $ | |
|---|
| Tarbox Family Office, Inc. | 2.026.600 $ | -168.880 $ | 2.195.480 $ | | | | | |
|---|
| SCOGGIN MANAGEMENT LP | | | | | 2.193.900 $ | +291.300 $ | 1.902.600 $ | |
|---|
| RICHARDSON FINANCIAL SERVICES INC. | 2.193.139 $ | +184.074 $ | 2.009.065 $ | +92.431 $ | 1.916.634 $ | +303.796 $ | 1.612.838 $ | |
|---|
| Cadent Capital Advisors, LLC | 2.065.109 $ | -116.284 $ | 2.181.393 $ | +402.175 $ | 1.779.218 $ | +229.581 $ | 1.549.637 $ | |
|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2.175.247 $ | +70.889 $ | 2.104.358 $ | +17.082 $ | 2.087.276 $ | +354.198 $ | 1.733.078 $ | |
|---|
| PSI Advisors, LLC | 2.174.784 $ | +214.901 $ | 1.959.883 $ | +310.944 $ | 1.648.939 $ | +456.199 $ | 1.192.740 $ | |
|---|
| M. Kraus & Co | 2.172.709 $ | +105.897 $ | 2.066.812 $ | +45.572 $ | 2.021.240 $ | +268.375 $ | 1.752.865 $ | |
|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.170.862 $ | +693.815 $ | 1.477.047 $ | +99.717 $ | 1.377.330 $ | +237.102 $ | 1.140.228 $ | |
|---|
| Sterling Financial Group, Inc. | | | 1.851.414 $ | -318.353 $ | 2.169.767 $ | +282.578 $ | 1.887.189 $ | |
|---|
| Narus Financial Partners, LLC | 2.167.861 $ | +152.428 $ | 2.015.433 $ | +90.944 $ | 1.924.489 $ | +301.000 $ | 1.623.489 $ | |
|---|
| Salvus Wealth Management, LLC | 2.166.938 $ | | | | | | | |
|---|
| Ninepoint Partners LP | 2.164.399 $ | +1.169.308 $ | 995.091 $ | +816 $ | 994.275 $ | +191.949 $ | 802.326 $ | |
|---|
| CATALYST PRIVATE WEALTH, LLC | 2.163.245 $ | +205.559 $ | 1.957.686 $ | +43.728 $ | 1.913.958 $ | +376.657 $ | 1.537.301 $ | |
|---|
| Caldwell Investment Management Ltd. | 2.161.087 $ | +95.464 $ | 2.065.623 $ | +27.538 $ | 2.038.085 $ | +256.895 $ | 1.781.190 $ | |
|---|
| Swan Global Investments, LLC | 2.159.912 $ | +45.851 $ | 2.114.061 $ | +602.061 $ | 1.512.000 $ | | | |
|---|
| Midwest Financial Group LLC | 2.158.167 $ | +472.967 $ | 1.685.200 $ | | | | | |
|---|
| Financial Advisors, LLC | | | 2.157.934 $ | +1.769 $ | 2.156.165 $ | +307.979 $ | 1.848.186 $ | |
|---|
| GILL CAPITAL PARTNERS, LLC | 2.156.090 $ | +24.015 $ | 2.132.075 $ | +67.309 $ | 2.064.766 $ | +444.246 $ | 1.620.520 $ | |
|---|
| Bryant Woods Investment Advisors, LLC | 2.153.434 $ | +104.955 $ | 2.048.479 $ | | | | | |
|---|
| BRASS TAX WEALTH MANAGEMENT, INC | | | 2.150.469 $ | +27.432 $ | 2.123.037 $ | +307.196 $ | 1.815.841 $ | |
|---|
| Northwest Quadrant Wealth Management, LLC | 2.134.623 $ | +129.071 $ | 2.005.552 $ | +21.389 $ | 1.984.163 $ | +261.168 $ | 1.722.995 $ | |
|---|
| Creekside Partners | 2.072.071 $ | -61.930 $ | 2.134.001 $ | +9.209 $ | 2.124.792 $ | +299.628 $ | 1.825.164 $ | |
|---|
| Hobbs Group Advisors, LLC | 2.044.454 $ | -86.686 $ | 2.131.140 $ | +4.707 $ | 2.126.433 $ | +426.678 $ | 1.699.755 $ | |
|---|
| AXS Investments LLC | 2.130.699 $ | +63.887 $ | 2.066.812 $ | +43.378 $ | 2.023.434 $ | +244.122 $ | 1.779.312 $ | |
|---|
| DekaBank Deutsche Girozentrale | 2.060.913 $ | -45.323 $ | 2.106.236 $ | -23.923 $ | 2.130.159 $ | +339.573 $ | 1.790.586 $ | |
|---|
| WBI INVESTMENTS, LLC | 1.255.670 $ | -379.503 $ | 1.635.173 $ | -491.581 $ | 2.126.754 $ | +422.237 $ | 1.704.517 $ | |
|---|
| Tiller Private Wealth, Inc. | 1.907.497 $ | -217.063 $ | 2.124.560 $ | | | | | |
|---|
| ALTERNA WEALTH MANAGEMENT, INC | 1.658.903 $ | +77.560 $ | 1.581.343 $ | -340.952 $ | 1.922.295 $ | -196.250 $ | 2.118.545 $ | |
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| ATWOOD & PALMER INC | 2.118.236 $ | +5.753 $ | 2.112.483 $ | +23.670 $ | 2.088.813 $ | +325.102 $ | 1.763.711 $ | |
|---|
| Hilltop National Bank | 2.039.757 $ | +46.281 $ | 1.993.476 $ | -122.540 $ | 2.116.016 $ | | | |
|---|
| Dogwood Wealth Management LLC | 1.731.105 $ | -202.428 $ | 1.933.533 $ | -180.532 $ | 2.114.065 $ | +607.967 $ | 1.506.098 $ | |
|---|
| Massachusetts Wealth Management | 2.108.541 $ | +157.662 $ | 1.950.879 $ | | | | | |
|---|
| Corundum Group, Inc. | 2.095.846 $ | +128.499 $ | 1.967.347 $ | -6.724 $ | 1.974.071 $ | +213.595 $ | 1.760.476 $ | |
|---|
| Creative Capital Management Investments LLC | 2.095.153 $ | +100.140 $ | 1.995.013 $ | +38.712 $ | 1.956.301 $ | +230.453 $ | 1.725.848 $ | |
|---|
| Verity Asset Management, Inc. | 2.094.922 $ | | | | | | | |
|---|
| Wells Trecaso Financial Group, LLC | | | 1.637.992 $ | -453.453 $ | 2.091.445 $ | +323.929 $ | 1.767.516 $ | |
|---|
| NATIXIS ADVISORS, LLC | 2.091.440 $ | +133.325 $ | 1.958.115 $ | +86.044 $ | 1.872.071 $ | +374.364 $ | 1.497.707 $ | |
|---|
| Tributary Capital Management, LLC | 2.084.305 $ | +35.717 $ | 2.048.588 $ | +12.649 $ | 2.035.939 $ | +241.787 $ | 1.794.152 $ | |
|---|
| Eagle Bay Advisors LLC | 2.081.990 $ | +133.312 $ | 1.948.678 $ | -80.460 $ | 2.029.138 $ | +241.836 $ | 1.787.302 $ | |
|---|
| TPG Advisors LLC | 2.080.381 $ | +104.910 $ | 1.975.471 $ | +74.895 $ | 1.900.576 $ | +225.337 $ | 1.675.239 $ | |
|---|
| Smart Money Group LLC | 2.078.765 $ | +156.210 $ | 1.922.555 $ | +449.182 $ | | | 1.473.373 $ | |
|---|
| Kellett Wealth Advisors, LLC | 2.075.072 $ | +213.118 $ | 1.861.954 $ | +41.017 $ | 1.820.937 $ | +68.642 $ | 1.752.295 $ | |
|---|
| Mascagni Wealth Management, Inc. | 2.066.531 $ | +116.530 $ | 1.950.001 $ | +79.482 $ | 1.870.519 $ | +265.295 $ | 1.605.224 $ | |
|---|
| Paladin Advisory Group, LLC | 1.930.348 $ | +177.301 $ | 1.753.047 $ | -309.438 $ | 2.062.485 $ | +241.507 $ | 1.820.978 $ | |
|---|
| Corient IA LLC | 923.280 $ | +45.000 $ | 878.280 $ | -1.183.986 $ | 2.062.266 $ | +349.926 $ | 1.712.340 $ | |
|---|
| Lansing Street Advisors | 2.062.243 $ | +713.771 $ | 1.348.472 $ | | | | | |
|---|
| Wealth Advisors of Iowa, LLC | 2.050.837 $ | -9.389 $ | 2.060.226 $ | +499.334 $ | | | 1.560.892 $ | |
|---|
| Provenance Wealth Advisors, LLC | 1.806.628 $ | +24.598 $ | 1.782.030 $ | -277.725 $ | | | 2.059.755 $ | |
|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 2.059.607 $ | +194.579 $ | 1.865.028 $ | +191.960 $ | 1.673.068 $ | +219.862 $ | 1.453.206 $ | |
|---|
| POTENTIA WEALTH | 2.058.915 $ | +188.179 $ | 1.870.736 $ | +10.310 $ | 1.860.426 $ | +232.941 $ | 1.627.485 $ | |
|---|
| Blue Barn Wealth, LLC | 888.888 $ | -907.633 $ | 1.796.521 $ | -251.465 $ | 2.047.986 $ | -734 $ | 2.048.720 $ | |
|---|
| Nabity-Jensen Investment Management Inc | 2.047.604 $ | +103.751 $ | 1.943.853 $ | -7.182 $ | 1.951.035 $ | +259.624 $ | 1.691.411 $ | |
|---|
| Ellenbecker Investment Group | 2.046.219 $ | +118.834 $ | 1.927.385 $ | +25.712 $ | 1.901.673 $ | +284.463 $ | 1.617.210 $ | |
|---|
| Blue Capital, Inc. | 2.041.834 $ | +112.253 $ | 1.929.581 $ | -32.204 $ | 1.961.785 $ | | | |
|---|
| SFG Wealth Management, LLC. | 2.038.371 $ | +98.250 $ | 1.940.121 $ | | | | | |
|---|
| Kingdom Financial Group LLC. | 620.213 $ | -1.417.398 $ | 2.037.611 $ | +1.270.404 $ | 767.207 $ | +324.472 $ | 442.735 $ | |
|---|
| Fortitude Family Office, LLC | 2.037.448 $ | +179.666 $ | 1.857.782 $ | -7.911 $ | 1.865.693 $ | +113.208 $ | 1.752.485 $ | |
|---|
| ACCESS FINANCIAL SERVICES, INC. | 2.031.908 $ | +111.110 $ | 1.920.798 $ | | | | | |
|---|
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2.028.446 $ | +455.007 $ | 1.573.439 $ | +316.773 $ | 1.256.666 $ | +419.712 $ | 836.954 $ | |
|---|
| Anfield Capital Management, LLC | 987.448 $ | +31.221 $ | 956.227 $ | -1.071.814 $ | 2.028.041 $ | +280.693 $ | 1.747.348 $ | |
|---|
| Portus Wealth Advisors, LLC | 2.018.856 $ | +220.358 $ | 1.798.498 $ | | | | | |
|---|
| CANADA LIFE ASSURANCE Co | 1.730.237 $ | -288.231 $ | 2.018.468 $ | +129.738 $ | 1.888.730 $ | +294.140 $ | 1.594.590 $ | |
|---|
| Financial Life Planners | 2.012.386 $ | +159.047 $ | 1.853.339 $ | -21.725 $ | 1.875.064 $ | +252.200 $ | 1.622.864 $ | |
|---|
| OPTIMA CAPITAL LLC | 2.012.290 $ | +98.738 $ | 1.913.552 $ | -33.754 $ | 1.947.306 $ | +592.464 $ | 1.354.842 $ | |
|---|
| Traub Capital Management LLC | 2.007.672 $ | +89.069 $ | 1.918.603 $ | +2.451 $ | 1.916.152 $ | | | |
|---|
| Philip James Wealth Mangement, LLC | 2.001.209 $ | +126.959 $ | 1.874.250 $ | +49.583 $ | 1.824.667 $ | +274.999 $ | 1.549.668 $ | |
|---|
| Lord & Richards Wealth Management, LLC | 1.342.680 $ | -655.407 $ | 1.998.087 $ | +66.797 $ | 1.931.290 $ | +569.599 $ | 1.361.691 $ | |
|---|
| Clarion Wealth Managment Partners, LLC | 1.997.055 $ | +274.309 $ | 1.722.746 $ | | | | | |
|---|
| Curran Financial Partners, LLC | 1.772.538 $ | -181.635 $ | 1.954.173 $ | -42.715 $ | 1.996.888 $ | +514.192 $ | 1.482.696 $ | |
|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | | | 1.994.793 $ | +16.992 $ | 1.977.801 $ | +253.094 $ | 1.724.707 $ | |
|---|
| Syverson Strege & Co | 1.993.131 $ | +177.068 $ | 1.816.063 $ | -73.762 $ | 1.889.825 $ | +1.414.556 $ | 475.269 $ | |
|---|
| Old Port Advisors | 1.992.395 $ | +389.136 $ | 1.603.259 $ | +1.533 $ | 1.601.726 $ | +217.775 $ | 1.383.951 $ | |
|---|
| Kraft, Davis & Associates, LLC | 1.990.277 $ | +218.517 $ | 1.771.760 $ | | | | | |
|---|
| Planning Center, Inc. | 1.775.929 $ | +86.997 $ | 1.688.932 $ | +1.384 $ | 1.687.548 $ | -297.244 $ | 1.984.792 $ | |
|---|
| Spectrum Wealth Advisory Group, LLC | 1.982.744 $ | +106.296 $ | 1.876.448 $ | +16.240 $ | 1.860.208 $ | +294.179 $ | 1.566.029 $ | |
|---|
| 17 CAPITAL PARTNERS, LLC | 1.981.821 $ | +54.436 $ | 1.927.385 $ | +7.064 $ | 1.920.321 $ | | | |
|---|
| Richard W. Paul & Associates, LLC | 1.942.697 $ | +69.875 $ | 1.872.822 $ | -102.017 $ | 1.974.839 $ | +267.541 $ | 1.707.298 $ | |
|---|
| Gould Capital, LLC | 1.972.633 $ | +161.797 $ | 1.810.836 $ | +26.933 $ | 1.783.903 $ | +240.096 $ | 1.543.807 $ | |
|---|
| RVW Wealth, LLC | 1.828.154 $ | -140.567 $ | 1.968.721 $ | +225.172 $ | 1.743.549 $ | +184.700 $ | 1.558.849 $ | |
|---|
| Castleview Partners, LLC | 1.848.637 $ | +28.841 $ | 1.819.796 $ | -148.790 $ | 1.968.586 $ | +19.563 $ | 1.949.023 $ | |
|---|
| Neo Ivy Capital Management | | | 1.000.360 $ | -956.160 $ | 1.956.520 $ | | | |
|---|
| FLAGSHIP WEALTH ADVISORS, LLC | 1.950.660 $ | +649.488 $ | 1.301.172 $ | +23.006 $ | 1.278.166 $ | +179.795 $ | 1.098.371 $ | |
|---|
| David J Yvars Group | 1.918.285 $ | -25.389 $ | 1.943.674 $ | | | | | |
|---|
| FreeGulliver LLC | 1.803.166 $ | -134.320 $ | 1.937.486 $ | +1.400.200 $ | 537.286 $ | -70.595 $ | 607.881 $ | |
|---|
| Financial Advisors Network, Inc. | | | 1.935.729 $ | | | | | |
|---|
| PING CAPITAL MANAGEMENT, INC. | 1.915.806 $ | -16.410 $ | 1.932.216 $ | +879.144 $ | 1.053.072 $ | +482.292 $ | 570.780 $ | |
|---|
| Sherman Asset Management, Inc. | 1.930.348 $ | +94.085 $ | 1.836.263 $ | +1.505 $ | 1.834.758 $ | +243.614 $ | 1.591.144 $ | |
|---|
| Trevian Wealth Management LLC | 1.928.732 $ | +115.962 $ | 1.812.770 $ | +1.811.038 $ | 1.732 $ | +335 $ | 1.397 $ | |
|---|
| Investment Research Partners LLC | 1.924.807 $ | +182.818 $ | 1.741.989 $ | | | | | |
|---|
| Virtus Investment Advisers, LLC | 1.920.422 $ | +784.760 $ | | | | | 1.135.662 $ | |
|---|
| PEOPLES BANK /OH | 1.919.963 $ | +127.173 $ | 1.792.790 $ | +8.493 $ | 1.784.297 $ | +238.054 $ | 1.546.243 $ | |
|---|
| NCM Capital Management, LLC | 1.842.593 $ | +89.807 $ | 1.752.786 $ | -166.807 $ | 1.919.593 $ | +307.376 $ | 1.612.217 $ | |
|---|
| Armstrong, Fleming & Moore, Inc | 1.914.887 $ | +55.564 $ | 1.859.323 $ | | | | | |
|---|
| Pflug Koory, LLC | 1.909.692 $ | +140.065 $ | 1.769.627 $ | +2.109 $ | 1.767.518 $ | +338.475 $ | 1.429.043 $ | |
|---|
| TrueWealth Advisors, LLC | | | | | 1.909.571 $ | +312.719 $ | 1.596.852 $ | |
|---|
| R Squared Ltd | 1.909.343 $ | +199.991 $ | 1.709.352 $ | +1.401.131 $ | | | 308.221 $ | |
|---|
| Westshore Wealth, LLC | 1.859.255 $ | -42.880 $ | 1.902.135 $ | -3.267 $ | 1.905.402 $ | +236.441 $ | 1.668.961 $ | |
|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 721.082 $ | +35.145 $ | 685.937 $ | -1.209.373 $ | 1.895.310 $ | +243.092 $ | 1.652.218 $ | |
|---|
| Legend Financial Advisors, Inc. | 1.892.032 $ | +66.966 $ | 1.825.066 $ | +39.670 $ | 1.785.396 $ | +264.077 $ | 1.521.319 $ | |
|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.770.159 $ | +566.037 $ | 1.204.122 $ | -229.153 $ | 1.433.275 $ | -458.480 $ | 1.891.755 $ | |
|---|
| Veltria Advisors Corp. | | | | | 1.891.581 $ | +670.302 $ | 1.221.279 $ | |
|---|
| Maxele Advisors, LLC | 1.890.647 $ | +179.538 $ | 1.711.109 $ | -4.082 $ | 1.715.191 $ | +268.073 $ | 1.447.118 $ | |
|---|
| McNaughton Wealth Management, LLC | 1.889.723 $ | | | | | | | |
|---|
| SHUTTLEWORTH & Co | 1.886.954 $ | +117.439 $ | 1.769.515 $ | | | | | |
|---|
| Oxbow Advisors, LLC | 1.772.928 $ | -113.398 $ | 1.886.326 $ | +8.348 $ | 1.877.978 $ | +255.631 $ | 1.622.347 $ | |
|---|
| THOMPSON DAVIS & CO., INC. | 1.886.030 $ | +111.685 $ | 1.774.345 $ | +153.711 $ | 1.620.634 $ | +587.522 $ | 1.033.112 $ | |
|---|
| PACIFIC SUN FINANCIAL CORP | 1.877.952 $ | +55.082 $ | 1.822.870 $ | | | | | |
|---|
| Plotkin Financial Advisors, LLC | 1.877.028 $ | +121.566 $ | 1.755.462 $ | +22.062 $ | 1.733.400 $ | +248.802 $ | 1.484.598 $ | |
|---|
| Gainplan LLC | 1.876.614 $ | | | | | | | |
|---|
| Mandatum Life Insurance Co Ltd | 595.054 $ | -349.756 $ | 944.810 $ | -931.194 $ | 1.876.004 $ | +348.977 $ | 1.527.027 $ | |
|---|
| Spinnaker Investment Group, LLC | 1.866.478 $ | +532.810 $ | 1.333.668 $ | +268.968 $ | 1.064.700 $ | -228.117 $ | 1.292.817 $ | |
|---|
| Defender Capital, LLC. | 1.865.106 $ | +783.513 $ | | | 1.081.593 $ | +155.443 $ | 926.150 $ | |
|---|
| M.E. ALLISON & CO., INC. | 1.865.024 $ | | | | | | | |
|---|
| RIDGECREST WEALTH PARTNERS, LLC | 1.639.701 $ | -223.258 $ | 1.862.959 $ | +20.394 $ | 1.842.565 $ | +253.224 $ | 1.589.341 $ | |
|---|
| Knights of Columbus Asset Advisors LLC | 1.812.399 $ | +78.016 $ | 1.734.383 $ | -126.922 $ | 1.861.305 $ | +21.110 $ | 1.840.195 $ | |
|---|
| ENDEAVOR PRIVATE WEALTH, INC. | 1.860.871 $ | +205.972 $ | 1.654.899 $ | +15.178 $ | 1.639.721 $ | +106.225 $ | 1.533.496 $ | |
|---|
| Exchange Bank | 1.857.179 $ | +64.390 $ | 1.792.789 $ | +455.606 $ | 1.337.183 $ | +178.310 $ | 1.158.873 $ | |
|---|
| EDMP, INC. | 1.739.460 $ | -115.248 $ | 1.854.708 $ | +129.206 $ | 1.725.502 $ | +54.068 $ | 1.671.434 $ | |
|---|
| Clarus Wealth Advisors | 1.846.186 $ | +228.178 $ | 1.618.008 $ | -44.741 $ | 1.662.749 $ | +616.859 $ | 1.045.890 $ | |
|---|
| Orin Green Financial, LLC | 1.844.713 $ | +128.993 $ | 1.715.720 $ | +968 $ | 1.714.752 $ | +486.121 $ | 1.228.631 $ | |
|---|
| Charter Oak Capital Management, LLC | 1.823.536 $ | +103.589 $ | 1.719.947 $ | | | | | |
|---|
| Autumn Glory Partners, LLC | 1.819.554 $ | +172.560 $ | 1.646.994 $ | +5.738 $ | 1.641.256 $ | +214.116 $ | 1.427.140 $ | |
|---|
| Tenon Financial LLC | 1.818.862 $ | +902.441 $ | 916.421 $ | | | | | |
|---|
| RFP Financial Group LLC | 1.321.233 $ | -492.433 $ | 1.813.666 $ | +15.165 $ | 1.798.501 $ | +123.313 $ | 1.675.188 $ | |
|---|
| Providence First Trust Co | 1.594.735 $ | +264.141 $ | 1.330.594 $ | -480.032 $ | 1.810.626 $ | +1.412.983 $ | 397.643 $ | |
|---|
| COLLECTIVE FAMILY OFFICE LLC | 1.809.629 $ | +246.291 $ | 1.563.338 $ | -18.464 $ | 1.581.802 $ | +72.469 $ | 1.509.333 $ | |
|---|
| Pingora Partners LLC | 1.808.936 $ | +84.214 $ | 1.724.722 $ | -780 $ | 1.725.502 $ | +175.834 $ | 1.549.668 $ | |
|---|
| Tripletail Wealth Management, LLC | 1.808.475 $ | +14.528 $ | 1.793.947 $ | | | | | |
|---|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1.807.446 $ | +44.781 $ | 1.762.665 $ | +21.445 $ | 1.741.220 $ | +231.390 $ | 1.509.830 $ | |
|---|
| GUARDIAN INVESTMENT MANAGEMENT | 1.802.242 $ | +79.415 $ | 1.722.827 $ | | | | | |
|---|
| OneAscent Family Office, LLC | 1.801.550 $ | +333.285 $ | 1.468.265 $ | +1.466.824 $ | 1.441 $ | +242 $ | 1.199 $ | |
|---|
| KEYNOTE FINANCIAL SERVICES LLC | 1.801.319 $ | +48.053 $ | 1.753.266 $ | -4.487 $ | 1.757.753 $ | +172.697 $ | 1.585.056 $ | |
|---|
| Econ Financial Services Corp | 873.297 $ | +42.564 $ | 830.733 $ | -969.581 $ | 1.800.314 $ | +320.472 $ | 1.479.842 $ | |
|---|
| INVESTMENT PARTNERS, LTD. | 1.790.934 $ | +69.723 $ | 1.721.211 $ | | | | | |
|---|
| INVENIO WEALTH PARTNERS LLC | 1.790.009 $ | +76.265 $ | 1.713.744 $ | | | | | |
|---|
| Pachira Investments Inc. | 1.789.632 $ | +540.857 $ | 1.248.775 $ | +20.768 $ | 1.228.007 $ | +73.543 $ | 1.154.464 $ | |
|---|
| Aventus Investment Advisors, Inc. | 1.786.316 $ | +105.069 $ | 1.681.247 $ | -11.786 $ | 1.693.033 $ | | | |
|---|
| Tennessee Valley Asset Management Partners | 1.774.919 $ | +183.186 $ | 1.591.733 $ | +140.380 $ | 1.451.353 $ | +273.642 $ | 1.177.711 $ | |
|---|
| LANDAAS & CO /WI /ADV | 1.771.774 $ | | | | | | | |
|---|
| CLARIS ADVISORS, LLC / MO / | 1.769.524 $ | +63.492 $ | 1.706.032 $ | +0 $ | 1.706.032 $ | -24.382 $ | 1.730.414 $ | |
|---|
| WASHINGTON GROWTH STRATEGIES LLC | 1.766.928 $ | +86.119 $ | 1.680.809 $ | +1.679.130 $ | 1.679 $ | | | |
|---|
| Altiora Financial Group, LLC | 1.394.153 $ | -371.190 $ | 1.765.343 $ | +1.447 $ | 1.763.896 $ | +245.621 $ | 1.518.275 $ | |
|---|
| Quantum Financial Planning Services, Inc. | 1.625.319 $ | -138.377 $ | 1.763.696 $ | +640.090 $ | 1.123.606 $ | -115.462 $ | 1.239.068 $ | |
|---|
| Charles Schwab Trust Co | 1.763.234 $ | | | | | | | |
|---|
| EPIQ PARTNERS, LLC | 1.718.917 $ | -44.011 $ | 1.762.928 $ | +1.209.846 $ | 553.082 $ | +84.852 $ | 468.230 $ | |
|---|
| Whipplewood Advisors, LLC | 702.847 $ | +61.703 $ | 641.144 $ | -1.115.293 $ | 1.756.437 $ | +199.920 $ | 1.556.517 $ | |
|---|
| Three Bridge Wealth Advisors, LLC | 349.461 $ | +60.946 $ | 288.515 $ | -1.466.605 $ | 1.755.120 $ | +1.511.587 $ | 243.533 $ | |
|---|
| Coordinated Financial Services, Inc. | | | | | 1.754.462 $ | | | |
|---|
| ECLECTIC ASSOCIATES INC /ADV | 1.751.527 $ | | | | | | | |
|---|
| Opes Wealth Management LLC | 1.749.846 $ | +60.864 $ | 1.688.982 $ | | | | | |
|---|
| Northern Capital Management, Inc. | 1.749.616 $ | +123.481 $ | 1.626.135 $ | +6.159 $ | 1.619.976 $ | +217.189 $ | 1.402.787 $ | |
|---|
| Global Financial Private Client, LLC | | | | | | | 1.747.123 $ | |
|---|
| A4 Wealth Advisors LLC | 997.142 $ | -742.950 $ | 1.740.092 $ | | | | | |
|---|
| PCG Wealth Advisors, LLC | 1.739.456 $ | +37.790 $ | 1.701.666 $ | +55.582 $ | 1.646.084 $ | +278.304 $ | 1.367.780 $ | |
|---|
| LECAP ASSET MANAGEMENT LTD | 239.130 $ | -905.488 $ | 1.144.618 $ | +292.727 $ | 851.891 $ | -885.754 $ | 1.737.645 $ | |
|---|
| Courage Miller Partners, LLC | 1.442.856 $ | -285.160 $ | 1.728.016 $ | | | | | |
|---|
| DecisionMap Wealth Management, LLC | 1.714.837 $ | +85.776 $ | 1.629.061 $ | +16.693 $ | 1.612.368 $ | +137.981 $ | 1.474.387 $ | |
|---|
| Montis Financial, LLC | 1.710.051 $ | +239.460 $ | 1.470.591 $ | -121.433 $ | 1.592.024 $ | +166.231 $ | 1.425.793 $ | |
|---|
| PFW Advisors LLC | 1.671.137 $ | -36.020 $ | 1.707.157 $ | +204.335 $ | 1.502.822 $ | +257.000 $ | 1.245.822 $ | |
|---|
| KilterHowling LLC | 1.705.298 $ | +139.764 $ | 1.565.534 $ | +58.325 $ | 1.507.209 $ | +187.235 $ | 1.319.974 $ | |
|---|
| First Financial Group Corp | 1.694.680 $ | +36.926 $ | 1.657.754 $ | | | | | |
|---|
| October Effect Ltd | 1.540.724 $ | -151.941 $ | 1.692.665 $ | +521.561 $ | 1.171.104 $ | | | |
|---|
| Tillman Hartley LLC | 1.688.679 $ | +435.813 $ | 1.252.866 $ | -7.749 $ | 1.260.615 $ | +305.700 $ | 954.915 $ | |
|---|
| Weil Company, Inc. | 1.474.683 $ | -210.931 $ | 1.685.614 $ | | | | | |
|---|
| KFG WEALTH MANAGEMENT, LLC | 1.683.370 $ | +33.301 $ | 1.650.069 $ | +591.732 $ | 1.058.337 $ | +419.824 $ | 638.513 $ | |
|---|
| PFG Private Wealth Management, LLC | 496.032 $ | -1.185.435 $ | 1.681.467 $ | +1.143.523 $ | 537.944 $ | +76.183 $ | 461.761 $ | |
|---|
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.680.472 $ | +54.537 $ | 1.625.935 $ | +185.721 $ | 1.440.214 $ | +450.101 $ | 990.113 $ | |
|---|
| Cravens & Co Advisors, LLC | 1.680.005 $ | +124.571 $ | 1.555.434 $ | +151.777 $ | 1.403.657 $ | +217.005 $ | 1.186.652 $ | |
|---|
| Arcus Capital Partners, LLC | | | 1.470.408 $ | -207.487 $ | 1.677.895 $ | | | |
|---|
| Palouse Capital Management, Inc. | 1.677.830 $ | +39.838 $ | 1.637.992 $ | -2.168 $ | 1.640.160 $ | +199.321 $ | 1.440.839 $ | |
|---|
| Bank & Trust Co | 1.667.444 $ | +86.760 $ | 1.580.684 $ | -8.138 $ | 1.588.822 $ | +223.706 $ | 1.365.116 $ | |
|---|
| Perissos Private Wealth Management, LLC | 1.605.584 $ | +78.255 $ | 1.527.329 $ | -134.770 $ | 1.662.099 $ | +220.689 $ | 1.441.410 $ | |
|---|
| SEARLE & CO. | 1.661.904 $ | +586.011 $ | 1.075.893 $ | | | | | |
|---|
| ENZI WEALTH | 1.661.283 $ | +95.223 $ | 1.566.060 $ | | | | | |
|---|
| Financial Council, LLC | 1.659.134 $ | +96.235 $ | 1.562.899 $ | | | | | |
|---|
| Addison Advisors LLC | 1.656.365 $ | +93.026 $ | 1.563.339 $ | +171.967 $ | 1.391.372 $ | +212.520 $ | 1.178.852 $ | |
|---|
| PORTLAND INVESTMENT COUNSEL INC. | 1.655.614 $ | +92.276 $ | 1.563.338 $ | +1.281 $ | 1.562.057 $ | +207.406 $ | 1.354.651 $ | |
|---|
| Fortis Advisors, LLC | 1.654.518 $ | +32.335 $ | 1.622.183 $ | | | | | |
|---|
| Fielder Capital Group LLC | 1.653.114 $ | +155.866 $ | 1.497.248 $ | +75.601 $ | 1.421.647 $ | +208.359 $ | 1.213.288 $ | |
|---|
| Beaird Harris Wealth Management, LLC | 1.469.816 $ | -181.966 $ | 1.651.782 $ | +264.570 $ | 1.387.212 $ | +289.524 $ | 1.097.688 $ | |
|---|
| MN Wealth Advisors, LLC | 1.649.671 $ | +37.588 $ | 1.612.083 $ | +12.949 $ | 1.599.134 $ | +330.861 $ | 1.268.273 $ | |
|---|
| Advanced Portfolio Management, LLC | 1.617.587 $ | +913.752 $ | 703.835 $ | +8.807 $ | 695.028 $ | -954.146 $ | 1.649.174 $ | |
|---|
| Glaxis Capital Management, LLC | 939.437 $ | -705.988 $ | | | 1.645.425 $ | | | |
|---|
| VISTA INVESTMENT PARTNERS II, LLC | 1.644.592 $ | +46.562 $ | 1.598.030 $ | +5.039 $ | 1.592.991 $ | +267.450 $ | 1.325.541 $ | |
|---|
| Arrowroot Family Office, LLC | | | 1.641.066 $ | | | | | |
|---|
| Riverview Trust Co | 321.302 $ | +15.661 $ | 305.641 $ | +250 $ | 305.391 $ | -1.330.465 $ | 1.635.856 $ | |
|---|
| ELEVATION WEALTH PARTNERS, LLC | 1.634.655 $ | +74.622 $ | 1.560.033 $ | +264.108 $ | 1.295.925 $ | +135.920 $ | 1.160.005 $ | |
|---|
| Lummis Asset Management, LP | 1.628.435 $ | +82.443 $ | 1.545.992 $ | -5.333 $ | 1.551.325 $ | +223.384 $ | 1.327.941 $ | |
|---|
| Future Financial Wealth Managment LLC | 1.628.319 $ | +179.596 $ | 1.448.723 $ | -36.109 $ | 1.484.832 $ | +207.997 $ | 1.276.835 $ | |
|---|
| Retirement Solution LLC | 1.621.494 $ | +486.862 $ | 1.134.632 $ | -108.765 $ | 1.243.397 $ | +254.137 $ | 989.260 $ | |
|---|
| Samalin Investment Counsel, LLC | 1.574.035 $ | -43.716 $ | 1.617.751 $ | +1.016 $ | 1.616.735 $ | +404.785 $ | 1.211.950 $ | |
|---|
| BREAKTHRU ADVISORY SERVICES, LLC | 1.617.355 $ | +162.264 $ | 1.455.091 $ | | | | | |
|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1.616.894 $ | +133.918 $ | 1.482.976 $ | -40.688 $ | 1.523.664 $ | +181.950 $ | 1.341.714 $ | |
|---|
| Oasis Management Co Ltd. | 1.615.740 $ | | | | | | | |
|---|
| Arcataur Capital Management LLC | 1.607.430 $ | +190.984 $ | 1.416.446 $ | -20.120 $ | 1.436.566 $ | +200.637 $ | 1.235.929 $ | |
|---|
| Seneca House Advisors | 1.607.430 $ | | | | | | | |
|---|
| Invera Wealth Advisors, LLC | 1.604.891 $ | +89.419 $ | 1.515.472 $ | +1.242 $ | 1.514.230 $ | +188.498 $ | 1.325.732 $ | |
|---|
| Davies Financial Advisors, Inc. | 824.489 $ | -774.859 $ | 1.599.348 $ | | | | | |
|---|
| Dunhill Financial, LLC | 1.599.004 $ | +168.594 $ | 1.430.410 $ | -131.255 $ | 1.561.665 $ | +291.903 $ | 1.269.762 $ | |
|---|
| Northern Financial Advisors Inc | 1.597.276 $ | +490.911 $ | 1.106.365 $ | | | | | |
|---|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.595.197 $ | +58.646 $ | 1.536.551 $ | +76.730 $ | 1.459.821 $ | +213.237 $ | 1.246.584 $ | |
|---|
| DURANTE & WATERS, LLC | 1.595.197 $ | +77.749 $ | 1.517.448 $ | +1.244 $ | 1.516.204 $ | +182.291 $ | 1.333.913 $ | |
|---|
| Hickory Point Bank & Trust | 1.594.735 $ | +77.726 $ | 1.517.009 $ | -9.068 $ | 1.526.077 $ | +220.703 $ | 1.305.374 $ | |
|---|
| CYPRESS FINANCIAL PLANNING LLC | 1.592.137 $ | | | | | | | |
|---|
| Axecap Investments, LLC | 1.588.965 $ | +49.779 $ | 1.539.186 $ | +938.496 $ | 600.690 $ | -335.009 $ | 935.699 $ | |
|---|
| Peak Retirement Planning, Inc. | 1.586.382 $ | +167.737 $ | 1.418.645 $ | +455.833 $ | 962.812 $ | +408.775 $ | 554.037 $ | |
|---|
| Sterling Group Wealth Management, LLC | 1.582.271 $ | | | | | | | |
|---|
| CEERA INVESTMENTS, LLC | 270.059 $ | -1.311.065 $ | 1.581.124 $ | +1.297 $ | 1.579.827 $ | +209.765 $ | 1.370.062 $ | |
|---|
| DAGCO, INC. | 1.579.275 $ | +90.367 $ | 1.488.908 $ | -59.864 $ | 1.548.772 $ | +266.525 $ | 1.282.247 $ | |
|---|
| 25 LLC | 1.578.809 $ | +343.508 $ | 1.235.301 $ | +27.998 $ | 1.207.303 $ | +94.853 $ | 1.112.450 $ | |
|---|
| Glass Jacobson Investment Advisors llc | 760.434 $ | +8.518 $ | 751.916 $ | -11.450 $ | 763.366 $ | -813.829 $ | 1.577.195 $ | |
|---|
| WPWealth LLP | 1.577.193 $ | +198.832 $ | 1.378.361 $ | -69.354 $ | 1.447.715 $ | +195.494 $ | 1.252.221 $ | |
|---|
| Plan Group Financial, LLC | 1.381.458 $ | -172.658 $ | 1.554.116 $ | -20.227 $ | 1.574.343 $ | +689.944 $ | 884.399 $ | |
|---|
| FORMULATE FINANCIAL LLC | 1.568.884 $ | +95.130 $ | 1.473.754 $ | | | | | |
|---|
| Cascades Capital Asset Management, LLC | 1.560.321 $ | -4.314 $ | 1.564.635 $ | +64.686 $ | 1.499.949 $ | +322.448 $ | 1.177.501 $ | |
|---|
| IMZ Advisory Inc | 1.561.266 $ | | | | | | | |
|---|
| BOS Asset Management, LLC | 1.560.343 $ | +76.050 $ | 1.484.293 $ | +159.836 $ | 1.324.457 $ | +238.643 $ | 1.085.814 $ | |
|---|
| SK Wealth Management, LLC | 1.559.159 $ | +139.428 $ | 1.419.731 $ | +32.417 $ | 1.387.314 $ | +347.420 $ | 1.039.894 $ | |
|---|
| WFA Asset Management Corp | | | 1.557.719 $ | +5.921 $ | 1.551.798 $ | +47.428 $ | 1.504.370 $ | |
|---|
| MBA Advisors LLC | 1.556.864 $ | +219.260 $ | 1.337.604 $ | | | | | |
|---|
| First Pacific Financial | 1.465.477 $ | -84.249 $ | 1.549.726 $ | +215.834 $ | 1.333.892 $ | +745.227 $ | 588.665 $ | |
|---|
| ASHFORD CAPITAL MANAGEMENT INC | 1.546.494 $ | +75.375 $ | 1.471.119 $ | +1.206 $ | 1.469.913 $ | +176.145 $ | 1.293.768 $ | |
|---|
| Tandem Wealth Advisors LLC | 1.546.263 $ | +335.774 $ | 1.210.489 $ | | | | | |
|---|
| BlueChip Wealth Advisors LLC | 1.071.236 $ | -470.804 $ | 1.542.040 $ | | | | | |
|---|
| Blueshift Asset Management, LLC | | | 1.537.649 $ | +435.872 $ | 1.101.777 $ | +4.167 $ | 1.097.610 $ | |
|---|
| Van Cleef Asset Management,Inc | 1.537.431 $ | +176.375 $ | 1.361.056 $ | +1.116 $ | 1.359.940 $ | +159.779 $ | 1.200.161 $ | |
|---|
| One Wealth Map LLC | 1.515.584 $ | -19.280 $ | 1.534.864 $ | +143.472 $ | 1.391.392 $ | +394.332 $ | 997.060 $ | |
|---|
| HOWARD BAILEY SECURITIES, LLC | 1.320.860 $ | -213.464 $ | 1.534.324 $ | +311.037 $ | 1.223.287 $ | +118.284 $ | 1.105.003 $ | |
|---|
| Indie Asset Partners, LLC | 1.529.183 $ | +408.278 $ | 1.120.905 $ | -54.806 $ | 1.175.711 $ | -276.163 $ | 1.451.874 $ | |
|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | | | 1.527.548 $ | | | | | |
|---|
| Trust Investment Advisors | 1.525.028 $ | +46.004 $ | 1.479.024 $ | | | | | |
|---|
| Laidlaw Wealth Management LLC | 592.515 $ | -521.364 $ | 1.113.879 $ | +32.725 $ | 1.081.154 $ | -443.399 $ | 1.524.553 $ | |
|---|
| Corsicana & Co. | 1.523.412 $ | +117.066 $ | 1.406.346 $ | | | | | |
|---|
| Evernest Financial Advisors, LLC | 1.202.858 $ | -318.548 $ | 1.521.406 $ | +160.282 $ | | | 1.361.124 $ | |
|---|
| PLANNING DIRECTIONS INC | 1.520.873 $ | +54.365 $ | 1.466.508 $ | | | | | |
|---|
| INSTRUMENTAL WEALTH, LLC | 1.514.786 $ | -3.655 $ | 1.518.441 $ | +119.544 $ | 1.398.897 $ | +136.777 $ | 1.262.120 $ | |
|---|
| BCGM Wealth Management, LLC | 1.514.872 $ | +74.054 $ | 1.440.818 $ | | | | | |
|---|
| STEINBERGANNA WEALTH MANAGEMENT | 1.486.019 $ | -27.477 $ | 1.513.496 $ | | | | | |
|---|
| Vantage Financial Partners, LLC | 1.511.677 $ | +125.496 $ | 1.386.181 $ | | | | | |
|---|
| Bond & Devick Financial Network, Inc. | 1.508.409 $ | +218.435 $ | 1.289.974 $ | | | | | |
|---|
| Global Wealth Strategies & Associates | 1.499.676 $ | +141.819 $ | 1.357.857 $ | -58.086 $ | 1.415.943 $ | +131.498 $ | 1.284.445 $ | |
|---|
| Valtinson Bruner Financial Planning LLC | 1.498.022 $ | +53.032 $ | 1.444.990 $ | +240.539 $ | 1.204.451 $ | +191.697 $ | 1.012.754 $ | |
|---|
| GatePass Capital, LLC | 1.495.784 $ | +276.665 $ | 1.219.119 $ | +20.305 $ | 1.198.814 $ | +263.629 $ | 935.185 $ | |
|---|
| CJM Wealth Advisers, Ltd. | 1.495.714 $ | +63.678 $ | 1.432.036 $ | +10.389 $ | 1.421.647 $ | +120.269 $ | 1.301.378 $ | |
|---|
| Merkkuri Wealth Advisors LLC | 1.489.095 $ | +121.549 $ | 1.367.546 $ | -8.843 $ | 1.376.389 $ | -13.192 $ | 1.389.581 $ | |
|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | 1.484.403 $ | +255.031 $ | 1.229.372 $ | +65.947 $ | 1.163.425 $ | +251.468 $ | 911.957 $ | |
|---|
| Frederick Financial Consultants, LLC | 1.484.040 $ | +360.627 $ | 1.123.413 $ | +41.601 $ | 1.081.812 $ | +239.150 $ | 842.662 $ | |
|---|
| 180 GPS Investments IC Ltd | 311.837 $ | -1.169.163 $ | 1.481.000 $ | | | | | |
|---|
| FULLCIRCLE WEALTH LLC | | | 1.478.717 $ | +166.064 $ | 1.312.653 $ | +196.589 $ | 1.116.064 $ | |
|---|
| AG Asset Advisory, LLC | 1.477.940 $ | +291.603 $ | 1.186.337 $ | | | | | |
|---|
| Allegiance Financial Group Advisory Services LLC | 1.476.786 $ | +314.602 $ | 1.162.184 $ | | | | | |
|---|
| Austin Asset Management Co Inc | 1.404.747 $ | -69.863 $ | 1.474.610 $ | | | | | |
|---|
| G&S Capital LLC | 1.457.397 $ | -16.137 $ | 1.473.534 $ | +93.790 $ | 1.379.744 $ | +159.416 $ | 1.220.328 $ | |
|---|
| Truxt Investmentos Ltda. | | | 1.470.241 $ | | | | | |
|---|
| Ridgewood Investments LLC | | | 1.467.606 $ | +11.515 $ | 1.456.091 $ | +274.196 $ | 1.181.895 $ | |
|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1.466.630 $ | +80.704 $ | 1.385.926 $ | +11.448 $ | 1.374.478 $ | +251.793 $ | 1.122.685 $ | |
|---|
| Oldfather Financial Services, LLC | 1.462.476 $ | +700.129 $ | 762.347 $ | +291.975 $ | 470.372 $ | +73.680 $ | 396.692 $ | |
|---|
| SGL Investment Advisors, Inc. | 1.457.283 $ | +137.753 $ | 1.319.530 $ | +102.521 $ | 1.217.009 $ | +230.870 $ | 986.139 $ | |
|---|
| Donor Advised Charitable Giving, Inc. | 1.454.858 $ | +146.221 $ | 1.308.637 $ | +1.073 $ | 1.307.564 $ | +173.614 $ | 1.133.950 $ | |
|---|
| Grey Fox Wealth Advisors, LLC | 1.437.316 $ | +10.331 $ | 1.426.985 $ | -27.790 $ | 1.454.775 $ | +215.992 $ | 1.238.783 $ | |
|---|
| Pinnacle Wealth Management Group, Inc. | 1.452.089 $ | +35.643 $ | 1.416.446 $ | -22.972 $ | 1.439.418 $ | | | |
|---|
| TOTAL INVESTMENT MANAGEMENT INC | 1.447.521 $ | +79.334 $ | 1.368.187 $ | -51.752 $ | 1.419.939 $ | +78.375 $ | 1.341.564 $ | |
|---|
| Gibson Capital, LLC | 1.444.023 $ | +56.521 $ | 1.387.502 $ | +1.960 $ | 1.385.542 $ | +71.549 $ | 1.313.993 $ | |
|---|
| TD Capital Management LLC | 1.438.932 $ | +625.645 $ | 813.287 $ | +666 $ | 812.621 $ | +200.935 $ | 611.686 $ | |
|---|
| Pettinga Financial Advisors LLC | 1.434.634 $ | +206.276 $ | 1.228.358 $ | | | | | |
|---|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1.432.453 $ | +134.590 $ | 1.297.863 $ | +1.064 $ | 1.296.799 $ | +295.853 $ | 1.000.946 $ | |
|---|
| PRECEDENT WEALTH PARTNERS, LLC | 1.428.083 $ | +29.203 $ | 1.398.880 $ | +71.790 $ | 1.327.090 $ | +252.121 $ | 1.074.969 $ | |
|---|
| North Capital, Inc. | | | 1.426.107 $ | +32.322 $ | 1.393.785 $ | +181.829 $ | 1.211.956 $ | |
|---|
| Echo45 Advisors LLC | 1.424.773 $ | +81.838 $ | 1.342.935 $ | -7.340 $ | 1.350.275 $ | +135.087 $ | 1.215.188 $ | |
|---|
| Fortress Financial Solutions, LLC | 1.418.851 $ | +78.376 $ | 1.340.475 $ | +66.038 $ | 1.274.437 $ | +220.967 $ | 1.053.470 $ | |
|---|
| CHATHAM CAPITAL GROUP, INC. | 1.415.850 $ | +42.659 $ | 1.373.191 $ | | | | | |
|---|
| TruNorth Capital Management, LLC | 1.409.387 $ | +815.670 $ | 593.717 $ | +161.299 $ | 432.418 $ | -57.311 $ | 489.729 $ | |
|---|
| MPWM ADVISORY SOLUTIONS, LLC | 1.403.154 $ | +163.460 $ | 1.239.694 $ | +94.254 $ | 1.145.440 $ | +243.608 $ | 901.832 $ | |
|---|
| Stone House Investment Management, LLC | 1.402.001 $ | +73.163 $ | 1.328.838 $ | | | | | |
|---|
| CAMDEN NATIONAL BANK | 1.400.154 $ | +194.495 $ | 1.205.659 $ | +134.817 $ | 1.070.842 $ | +634.386 $ | 436.456 $ | |
|---|
| Great Waters Wealth Management | 1.399.492 $ | +57.232 $ | 1.342.260 $ | +164 $ | 1.342.096 $ | +198.609 $ | 1.143.487 $ | |
|---|
| AUGUSTINE ASSET MANAGEMENT INC | 1.397.596 $ | +96.223 $ | 1.301.373 $ | +92.553 $ | 1.208.820 $ | +227.475 $ | 981.345 $ | |
|---|
| Firestone Capital Management | 1.313.135 $ | +58.951 $ | 1.254.184 $ | +23.406 $ | 1.230.778 $ | -163.447 $ | 1.394.225 $ | |
|---|
| Kennon-Green & Company, LLC | 1.389.998 $ | +10.879 $ | 1.379.119 $ | +1.905 $ | 1.377.214 $ | +204.261 $ | 1.172.953 $ | |
|---|
| Clio Asset Management LLC | 1.384.920 $ | +67.500 $ | 1.317.420 $ | +1.080 $ | 1.316.340 $ | +174.780 $ | 1.141.560 $ | |
|---|
| 14B Captial Management LP | 1.384.920 $ | | | | | | | |
|---|
| S.A. Mason LLC | 1.381.689 $ | +127.944 $ | 1.253.745 $ | +151.310 $ | 1.102.435 $ | +187.475 $ | 914.960 $ | |
|---|
| MERIDIAN INVESTMENT COUNSEL INC. | 1.375.918 $ | +41.152 $ | 1.334.766 $ | +346.195 $ | 988.571 $ | +199.753 $ | 788.818 $ | |
|---|
| Meredith Wealth Planning | 1.203.762 $ | -170.527 $ | 1.374.289 $ | +88.883 $ | 1.285.406 $ | +191.601 $ | 1.093.805 $ | |
|---|
| Mascoma Wealth Management LLC | 1.310.588 $ | -52.942 $ | 1.363.530 $ | -5.902 $ | 1.369.432 $ | +145.680 $ | 1.223.752 $ | |
|---|
| Collaborative Wealth Managment Inc. | 1.107.013 $ | +779.854 $ | 327.159 $ | -1.037.447 $ | 1.364.606 $ | +177.384 $ | 1.187.222 $ | |
|---|
| Compass Wealth Management LLC | | | 1.339.158 $ | -25.229 $ | 1.364.387 $ | +218.451 $ | 1.145.936 $ | |
|---|
| Partners in Financial Planning | 1.364.377 $ | +69.573 $ | 1.294.804 $ | -50.495 $ | 1.345.299 $ | +178.625 $ | 1.166.674 $ | |
|---|
| Crane Advisory, LLC | 1.363.226 $ | +170.324 $ | 1.192.902 $ | | | | | |
|---|
| COLUMBIA ADVISORY PARTNERS LLC | 1.334.370 $ | +66.792 $ | 1.267.578 $ | -91.762 $ | 1.359.340 $ | +177.825 $ | 1.181.515 $ | |
|---|
| Halter Ferguson Financial Inc. | 1.357.453 $ | | | | | | | |
|---|
| Selective Wealth Management, Inc. | 1.355.050 $ | +83.678 $ | 1.271.372 $ | +167.444 $ | 1.103.928 $ | +265.065 $ | 838.863 $ | |
|---|
| WEST BANCORPORATION INC | 1.353.528 $ | +87.707 $ | 1.265.821 $ | +274.836 $ | 990.985 $ | +120.736 $ | 870.249 $ | |
|---|
| Seros Financial, LLC | 1.353.067 $ | +80.659 $ | 1.272.408 $ | -67.407 $ | 1.339.815 $ | +211.002 $ | 1.128.813 $ | |
|---|
| REAP Financial Group, LLC | 673.974 $ | +98.048 $ | 575.926 $ | -775.611 $ | 1.351.537 $ | +305.796 $ | 1.045.741 $ | |
|---|
| Northwest Bancshares, Inc. | 1.350.759 $ | +142.246 $ | 1.208.513 $ | -24.459 $ | 1.232.972 $ | +185.781 $ | 1.047.191 $ | |
|---|
| 44 WEALTH MANAGEMENT LLC | | | | | | | 1.348.943 $ | |
|---|
| Williams & Novak, LLC | 1.346.835 $ | +197.386 $ | 1.149.449 $ | -107.217 $ | 1.256.666 $ | +524.690 $ | 731.976 $ | |
|---|
| Legacy Wealth Managment, LLC/ID | 1.345.912 $ | +369.483 $ | 976.429 $ | | | | | |
|---|
| Nordwand Advisors, LLC | 1.345.681 $ | +53.731 $ | 1.291.950 $ | +722.633 $ | 569.317 $ | +273.653 $ | 295.664 $ | |
|---|
| AIMZ Investment Advisors, LLC | 1.343.488 $ | +68.884 $ | 1.274.604 $ | -3.123 $ | 1.277.727 $ | +219.881 $ | 1.057.846 $ | |
|---|
| J2 Capital Management Inc | 484.722 $ | +63.587 $ | 421.135 $ | -921.971 $ | 1.343.106 $ | | | |
|---|
| Smith Thornton Advisors LLC | 1.339.218 $ | +89.645 $ | 1.249.573 $ | -13.236 $ | 1.262.809 $ | +316.075 $ | 946.734 $ | |
|---|
| USA FINANCIAL FORMULAS | 692 $ | -1.333.031 $ | | | | | 1.333.723 $ | |
|---|
| ELEMENT POINTE ADVISORS, LLC | 1.328.052 $ | +181.457 $ | 1.146.595 $ | | | | | |
|---|
| Baring Financial LLC | 1.327.907 $ | +183.508 $ | 1.144.399 $ | +103.613 $ | 1.040.786 $ | +174.342 $ | 866.444 $ | |
|---|
| Integrated Capital Management, LLC | 1.324.214 $ | +13.462 $ | 1.310.752 $ | +1.309.372 $ | 1.380 $ | +200 $ | 1.180 $ | |
|---|
| Strata Wealth Advisors, LLC | 881.271 $ | -437.027 $ | 1.318.298 $ | -5.282 $ | 1.323.580 $ | +237.386 $ | 1.086.194 $ | |
|---|
| Summit Wealth Partners, LLC | 1.323.291 $ | +69.107 $ | 1.254.184 $ | +22.967 $ | 1.231.217 $ | +188.402 $ | 1.042.815 $ | |
|---|
| MFA WEALTH ADVISORS, LLC | 1.322.368 $ | +40.299 $ | 1.282.069 $ | +498.008 $ | | | 784.061 $ | |
|---|
| Summit Wealth Group, LLC | 1.319.829 $ | +173.234 $ | 1.146.595 $ | +1.145.437 $ | 1.158 $ | +163 $ | 995 $ | |
|---|
| Sage Investment Counsel LLC | 1.318.905 $ | +70.869 $ | 1.248.036 $ | | | | | |
|---|
| SG Americas Securities, LLC | 1.318.306 $ | +1.168.399 $ | 149.907 $ | -128.627 $ | 278.534 $ | +56.526 $ | 222.008 $ | |
|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.318.213 $ | +89.719 $ | 1.228.494 $ | | | | | |
|---|
| Ruggaard & Associates LLC | 1.312.008 $ | +77.120 $ | 1.234.888 $ | +1.231 $ | 1.233.657 $ | +189.678 $ | 1.043.979 $ | |
|---|
| Sippican Capital Advisors | 1.300.209 $ | +997.202 $ | 303.007 $ | +249 $ | 302.758 $ | +40.199 $ | 262.559 $ | |
|---|
| jvl associates llc | 1.294.208 $ | +90.745 $ | 1.203.463 $ | +109 $ | 1.203.354 $ | +451.446 $ | 751.908 $ | |
|---|
| Daiwa Securities Group Inc. | 1.290.939 $ | +233.542 $ | 1.057.397 $ | +103.312 $ | 954.085 $ | +197.929 $ | 756.156 $ | |
|---|
| Mendel Capital Management LLC | | | 1.243.900 $ | -45.272 $ | 1.289.172 $ | +161.660 $ | 1.127.512 $ | |
|---|
| Second Half Financial Partners, LLC | 1.288.710 $ | +53.370 $ | 1.235.340 $ | -13.687 $ | 1.249.027 $ | +132.357 $ | 1.116.670 $ | |
|---|
| Windsor Capital Management, LLC | 1.284.523 $ | +138.578 $ | 1.145.945 $ | +141.130 $ | 1.004.815 $ | +266.789 $ | 738.026 $ | |
|---|
| Aspen Capital Management, LLC | 1.284.513 $ | +53.823 $ | 1.230.690 $ | -3.159 $ | 1.233.849 $ | +163.827 $ | 1.070.022 $ | |
|---|
| Alhambra Investment Management LLC | 1.284.282 $ | +58.203 $ | 1.226.079 $ | -4.260 $ | 1.230.339 $ | +178.201 $ | 1.052.138 $ | |
|---|
| REGIMEN WEALTH, LLC | 1.281.974 $ | | | | | | | |
|---|
| Pine Harbor Wealth Management, LLC | 1.280.820 $ | | | | | | | |
|---|
| Lauterbach Financial Advisors, LLC | 1.278.050 $ | +192.057 $ | 1.085.993 $ | +14.053 $ | 1.071.940 $ | +142.075 $ | 929.865 $ | |
|---|
| Deseret Mutual Benefit Administrators | 1.277.127 $ | +100.232 $ | 1.176.895 $ | +48.353 $ | 1.128.542 $ | +95.430 $ | 1.033.112 $ | |
|---|
| LifePlan Financial, LLC | 1.275.050 $ | +59.510 $ | 1.215.540 $ | +25.349 $ | 1.190.191 $ | +242.696 $ | 947.495 $ | |
|---|
| Handelsbanken Fonder AB | 1.270.562 $ | +891.239 $ | 379.323 $ | +271.778 $ | 107.545 $ | +10.094 $ | 97.451 $ | |
|---|
| Optivise Advisory Services LLC | 1.269.069 $ | +96.881 $ | 1.172.188 $ | +155.741 $ | 1.016.447 $ | +257.822 $ | 758.625 $ | |
|---|
| C M BIDWELL & ASSOCIATES LTD | 1.268.818 $ | +42.520 $ | 1.226.298 $ | +20.092 $ | 1.206.206 $ | +123.436 $ | 1.082.770 $ | |
|---|
| TKG Advisors, LLC | 1.266.971 $ | +60.653 $ | 1.206.318 $ | +44.209 $ | 1.162.109 $ | +131.280 $ | 1.030.829 $ | |
|---|
| Burk Holdings LLC | 1.264.894 $ | +185.488 $ | 1.079.406 $ | -16.666 $ | 1.096.072 $ | +137.344 $ | 958.728 $ | |
|---|
| Goepper Burkhardt LLC | 1.195.711 $ | +50.593 $ | 1.145.118 $ | -114.587 $ | 1.259.705 $ | +270.952 $ | 988.753 $ | |
|---|
| PVG ASSET MANAGEMENT CORP | 1.256.930 $ | +398.192 $ | 858.738 $ | -83.761 $ | 942.499 $ | +150.257 $ | 792.242 $ | |
|---|
| Nicholson Meyer Capital Management, Inc. | 1.250.814 $ | -4.246 $ | 1.255.060 $ | | | | | |
|---|
| Wilson & Boucher Capital Management, LLC | 1.254.738 $ | +26.244 $ | 1.228.494 $ | | | | | |
|---|
| Exeter Financial, LLC | 1.248.967 $ | +60.874 $ | 1.188.093 $ | +57.796 $ | 1.130.297 $ | +135.998 $ | 994.299 $ | |
|---|
| BCS Private Wealth Management, Inc. | 1.244.581 $ | +266.397 $ | 978.184 $ | +977.336 $ | 848 $ | | | |
|---|
| A&I FINANCIAL SERVICES, LLC | 1.233.040 $ | -8.445 $ | 1.241.485 $ | | | | | |
|---|
| Bravias Capital Group, LLC | 1.237.195 $ | +158.228 $ | 1.078.967 $ | | | | | |
|---|
| Global Wealth Management, LLC | 1.234.887 $ | +257.800 $ | 977.087 $ | -27.234 $ | 1.004.321 $ | +172.885 $ | 831.436 $ | |
|---|
| First Western Trust Bank | | | | | 1.229.022 $ | +101.351 $ | 1.127.671 $ | |
|---|
| SELDON CAPITAL LP | 1.227.962 $ | +59.850 $ | 1.168.112 $ | +957 $ | 1.167.155 $ | +154.972 $ | 1.012.183 $ | |
|---|
| Wingate Wealth Advisors, Inc. | 1.223.808 $ | +265.385 $ | 958.423 $ | +517.668 $ | 440.755 $ | +41.209 $ | 399.546 $ | |
|---|
| HERITAGE OAK WEALTH ADVISORS LLC | 1.222.654 $ | +76.499 $ | 1.146.155 $ | +284.610 $ | 861.545 $ | +123.526 $ | 738.019 $ | |
|---|
| Talisman Wealth Advisors LLC | 1.222.442 $ | +59.599 $ | 1.162.843 $ | +12.362 $ | 1.150.481 $ | +248.078 $ | 902.403 $ | |
|---|
| RMR Capital Management, LLC | 1.220.807 $ | +59.501 $ | 1.161.306 $ | +952 $ | 1.160.354 $ | +154.069 $ | 1.006.285 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1.154.901 $ | -40.848 $ | 1.195.749 $ | -24.827 $ | 1.220.576 $ | +153.687 $ | 1.066.889 $ | |
|---|
| Eaton-Cambridge Inc. | 1.217.806 $ | +114.467 $ | 1.103.339 $ | +8.583 $ | 1.094.756 $ | +222.985 $ | 871.771 $ | |
|---|
| Red Tortoise LLC | 1.217.344 $ | +59.331 $ | 1.158.013 $ | +105.380 $ | 1.052.633 $ | +175.724 $ | 876.909 $ | |
|---|
| GUIDANCE CAPITAL, INC | 1.215.838 $ | +52.599 $ | 1.163.239 $ | +37.177 $ | 1.126.062 $ | +131.081 $ | 994.981 $ | |
|---|
| PARAGON CAPITAL MANAGEMENT INC | 1.146.021 $ | -48.001 $ | 1.194.022 $ | -21.179 $ | 1.215.201 $ | +160.209 $ | 1.054.992 $ | |
|---|
| RBA Wealth Management, LLC | 1.213.190 $ | +36.295 $ | 1.176.895 $ | | | | | |
|---|
| RHS Financial, LLC | 1.210.420 $ | +127.940 $ | 1.082.480 $ | | | | | |
|---|
| Capital CS Group, LLC | 1.208.112 $ | +207.540 $ | 1.000.572 $ | | | | | |
|---|
| Connective Portfolio Management, LLC | | | 599.859 $ | -606.786 $ | 1.206.645 $ | | | |
|---|
| Slagle Financial, LLC | 1.201.462 $ | +115.703 $ | 1.085.759 $ | | | | | |
|---|
| Hartmann Taylor Wealth Management, LLC | 1.201.418 $ | +23.864 $ | 1.177.554 $ | +93.262 $ | | | 1.084.292 $ | |
|---|
| REDW Wealth LLC | 1.200.726 $ | +66.647 $ | 1.134.079 $ | -9.820 $ | 1.143.899 $ | +22.126 $ | 1.121.773 $ | |
|---|
| Luken Investment Analytics, LLC | 1.190.570 $ | +122.142 $ | 1.068.428 $ | +876 $ | 1.067.552 $ | +141.747 $ | 925.805 $ | |
|---|
| Copia Wealth Management | 1.190.108 $ | +28.802 $ | 1.161.306 $ | +41.320 $ | 1.119.986 $ | +40.260 $ | 1.079.726 $ | |
|---|
| Refined Wealth Management | 1.184.568 $ | +241.954 $ | 942.614 $ | +2.967 $ | 939.647 $ | +76.628 $ | 863.019 $ | |
|---|
| Towercrest Capital Management | 1.184.337 $ | +50.478 $ | 1.133.859 $ | +123.787 $ | 1.010.072 $ | +191.193 $ | 818.879 $ | |
|---|
| CPA Asset Management Group, LLC | 1.183.415 $ | +636.246 $ | 547.169 $ | -33.996 $ | 581.165 $ | +77.166 $ | 503.999 $ | |
|---|
| DKM Wealth Management, Inc. | 1.182.491 $ | | | | | | | |
|---|
| VESTIA PERSONAL WEALTH ADVISORS | 1.172.510 $ | +140.311 $ | 1.032.199 $ | +3.260 $ | 1.028.939 $ | +154.314 $ | 874.625 $ | |
|---|
| Intergy Private Wealth, LLC | 1.170.719 $ | +60.134 $ | 1.110.585 $ | +122.233 $ | 988.352 $ | +252.997 $ | 735.355 $ | |
|---|
| Worth Asset Management, LLC | 954.671 $ | +204.841 $ | 749.830 $ | +18.603 $ | 731.227 $ | -438.454 $ | 1.169.681 $ | |
|---|
| Cyr Financial Inc. | 1.167.488 $ | +136.168 $ | 1.031.320 $ | | | | | |
|---|
| Hara Capital LLC | 1.165.641 $ | +56.812 $ | 1.108.829 $ | -10.938 $ | 1.119.767 $ | +158.954 $ | 960.813 $ | |
|---|
| Silverleafe Capital Partners, LLC | 1.162.179 $ | +80.797 $ | 1.081.382 $ | +50.249 $ | 1.031.133 $ | +136.911 $ | 894.222 $ | |
|---|
| Palisade Asset Management, LLC | 1.161.486 $ | +134.996 $ | 1.026.490 $ | +19.051 $ | 1.007.439 $ | +129.960 $ | 877.479 $ | |
|---|
| Rosenberg Matthew Hamilton | 1.159.640 $ | +77.160 $ | 1.082.480 $ | +668 $ | 1.081.812 $ | +174.272 $ | 907.540 $ | |
|---|
| BURKETT FINANCIAL SERVICES, LLC | 1.157.331 $ | +56.407 $ | 1.100.924 $ | +683 $ | 1.100.241 $ | +145.707 $ | 954.534 $ | |
|---|
| Horizon Family Wealth, Inc. | 1.156.639 $ | +56.373 $ | 1.100.266 $ | +146.873 $ | | | 953.393 $ | |
|---|
| Wiser Wealth Management, Inc | 1.156.177 $ | +104.656 $ | 1.051.521 $ | +158.604 $ | 892.917 $ | +152.996 $ | 739.921 $ | |
|---|
| Blossom Wealth Management | 1.154.968 $ | +76.492 $ | 1.078.476 $ | | | | | |
|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1.154.100 $ | +56.148 $ | 1.097.952 $ | | | | | |
|---|
| Novak & Powell Financial Services, Inc. | 1.153.408 $ | +56.656 $ | 1.096.752 $ | +72.420 $ | 1.024.332 $ | +138.291 $ | 886.041 $ | |
|---|
| Alliance Wealth Management Group | 1.153.408 $ | +48.971 $ | 1.104.437 $ | +123.764 $ | 980.673 $ | +187.289 $ | 793.384 $ | |
|---|
| NerdWallet Wealth Partners, LLC | 1.152.946 $ | +32.700 $ | 1.120.246 $ | | | | | |
|---|
| Meridian Financial Advisors, LLC | 1.105.859 $ | -35.905 $ | 1.141.764 $ | -10.034 $ | 1.151.798 $ | +156.738 $ | 995.060 $ | |
|---|
| PRENTISS SMITH & CO INC | 1.150.869 $ | +56.093 $ | 1.094.776 $ | +897 $ | 1.093.879 $ | +145.243 $ | 948.636 $ | |
|---|
| Tortoise Investment Management, LLC | 1.149.830 $ | +143.980 $ | 1.005.850 $ | +58.085 $ | 947.765 $ | +208.605 $ | 739.160 $ | |
|---|
| SC&H Financial Advisors, Inc. | | | 1.148.338 $ | | | | | |
|---|
| AAF Wealth Management, LLC | 1.143.484 $ | +274.206 $ | 869.278 $ | | | | | |
|---|
| Mayfair Advisory Group, LLC | 1.143.372 $ | +25.980 $ | 1.117.392 $ | | | | | |
|---|
| Gibraltar Capital Management, Inc. | 1.143.176 $ | +61.426 $ | 1.081.750 $ | | | | | |
|---|
| Financial Guidance Group, Inc. | 1.140.943 $ | +46.826 $ | 1.094.117 $ | | | | | |
|---|
| ARQ WEALTH ADVISORS, LLC | 1.136.558 $ | | | | | | | |
|---|
| Orion Investment Co | 1.135.634 $ | +60.619 $ | 1.075.015 $ | +11.851 $ | 1.063.164 $ | +141.164 $ | 922.000 $ | |
|---|
| Biltmore Wealth Management, LLC | 1.132.604 $ | +41.589 $ | 1.091.015 $ | | | | | |
|---|
| Financial Synergies Wealth Advisors, Inc. | 1.130.911 $ | +218.479 $ | 912.432 $ | +26.417 $ | 886.015 $ | +154.553 $ | 731.462 $ | |
|---|
| Pacific Center for Financial Services | 1.127.932 $ | +0 $ | 1.127.932 $ | | | | | |
|---|
| Pacific Capital Wealth Advisors, Inc. | 1.127.819 $ | +16.764 $ | 1.111.055 $ | | | | | |
|---|
| Valtrion Capital Management, LLC | 1.126.678 $ | +123.682 $ | 1.002.996 $ | | | | | |
|---|
| Old Well Partners, LLC | | | | | | | 1.125.768 $ | |
|---|
| 1 NORTH WEALTH SERVICES LLC | 1.120.862 $ | +160.024 $ | 960.838 $ | -10.182 $ | 971.020 $ | +121.319 $ | 849.701 $ | |
|---|
| Suncoast Equity Management | 1.109.552 $ | +111.167 $ | 998.385 $ | -121.162 $ | 1.119.547 $ | +381.719 $ | 737.828 $ | |
|---|
| Councilmark Asset Management, LLC | 1.118.554 $ | +47.711 $ | 1.070.843 $ | +1.975 $ | 1.068.868 $ | +144.204 $ | 924.664 $ | |
|---|
| Treasurer of the State of North Carolina | 1.074.548 $ | -15.239 $ | 1.089.787 $ | -28.663 $ | 1.118.450 $ | +258.221 $ | 860.229 $ | |
|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 1.112.552 $ | +293.117 $ | 819.435 $ | +123.305 $ | 696.130 $ | | | |
|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 1.110.013 $ | +54.101 $ | 1.055.912 $ | +865 $ | 1.055.047 $ | | | |
|---|
| ODonnell Financial Services, LLC | 1.105.166 $ | +11.268 $ | 1.093.898 $ | | | | | |
|---|
| REXFORD CAPITAL INC | 1.104.705 $ | +95.342 $ | 1.009.363 $ | -14.530 $ | 1.023.893 $ | | | |
|---|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1.102.687 $ | +355.554 $ | 747.133 $ | | | | | |
|---|
| Barnes Dennig Private Wealth Management LLC | 1.101.242 $ | +119.984 $ | 981.258 $ | +89.218 $ | 892.040 $ | +377.577 $ | 514.463 $ | |
|---|
| Shared Vision Wealth Group LLC | 647.172 $ | -302.746 $ | 949.918 $ | -149.327 $ | 1.099.245 $ | +187.820 $ | 911.425 $ | |
|---|
| Boit C F David | 1.098.367 $ | +123.476 $ | 974.891 $ | +799 $ | 974.092 $ | +224.468 $ | 749.624 $ | |
|---|
| Wheelhouse Advisory Group LLC | 1.098.239 $ | +260.141 $ | 838.098 $ | -102.207 $ | 940.305 $ | +287.523 $ | 652.782 $ | |
|---|
| Family Office Research LLC | 1.025.081 $ | +17.887 $ | 1.007.194 $ | -90.628 $ | 1.097.822 $ | +117.607 $ | 980.215 $ | |
|---|
| HOGE FINANCIAL SERVICES, LLC | 1.097.087 $ | +95.629 $ | 1.001.458 $ | +20.565 $ | 980.893 $ | +198.354 $ | 782.539 $ | |
|---|
| Valued Retirements, Inc. | 1.095.703 $ | +58.646 $ | 1.037.057 $ | +0 $ | 1.037.057 $ | +70.726 $ | 966.331 $ | |
|---|
| Capasso Planning Partners LLC | 1.095.703 $ | | | | | | | |
|---|
| HT Partners LLC | 1.093.625 $ | +53.302 $ | 1.040.323 $ | -2.876 $ | 1.043.199 $ | +138.513 $ | 904.686 $ | |
|---|
| Vertex Planning Partners, LLC | 1.092.471 $ | | | | | | | |
|---|
| Brooklands Fund Management Ltd | 1.091.865 $ | +35.130 $ | 1.056.735 $ | +179.175 $ | 877.560 $ | +211.650 $ | 665.910 $ | |
|---|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 926.050 $ | -158.626 $ | 1.084.676 $ | +37.089 $ | 1.047.587 $ | +146.135 $ | 901.452 $ | |
|---|
| FORTE ASSET MANAGEMENT LLC | 1.082.084 $ | +52.740 $ | 1.029.344 $ | +844 $ | 1.028.500 $ | +136.561 $ | 891.939 $ | |
|---|
| Blackston Financial Advisory Group, LLC | 1.040.998 $ | +28.780 $ | 1.012.218 $ | -67.620 $ | 1.079.838 $ | +172.869 $ | 906.969 $ | |
|---|
| Flavin Financial Services, Inc. | 1.073.315 $ | +58.462 $ | 1.014.853 $ | +63.358 $ | 951.495 $ | +112.829 $ | 838.666 $ | |
|---|
| Astra Wealth Partners LLC | 1.069.937 $ | +41.691 $ | 1.028.246 $ | +117.777 $ | 910.469 $ | +329.225 $ | 581.244 $ | |
|---|
| Carson Advisory Inc. | 1.068.927 $ | +78.447 $ | 990.480 $ | -12.132 $ | 1.002.612 $ | +93.740 $ | 908.872 $ | |
|---|
| DEFINED WEALTH MANAGEMENT, LLC | 1.034.997 $ | -30.284 $ | 1.065.281 $ | +368.231 $ | | | 697.050 $ | |
|---|
| OneAscent Wealth Management LLC | 1.065.003 $ | +24.900 $ | 1.040.103 $ | +1.039.043 $ | 1.060 $ | +288 $ | 772 $ | |
|---|
| Elite Life Management LLC | 1.064.850 $ | +290.307 $ | 774.543 $ | -25.573 $ | 800.116 $ | +228.384 $ | 571.732 $ | |
|---|
| BG Investment Services, LLC | 1.064.513 $ | +130.706 $ | 933.807 $ | | | | | |
|---|
| tru Independence LLC | 1.064.080 $ | +177.236 $ | 886.844 $ | +134.775 $ | 752.069 $ | +96.243 $ | 655.826 $ | |
|---|
| Daner Wealth Management, LLC | 1.063.567 $ | +710 $ | 1.062.857 $ | +20.398 $ | 1.042.459 $ | | | |
|---|
| Equity Wealth Partners, LLC | 1.061.310 $ | +44.481 $ | 1.016.829 $ | | | | | |
|---|
| Hurlow Wealth Management Group, Inc. | 1.057.200 $ | +52.405 $ | 1.004.795 $ | +824 $ | 1.003.971 $ | +369.607 $ | 634.364 $ | |
|---|
| Integrity Investment Advisors, LLC | 980.985 $ | +91.507 $ | 889.478 $ | -166.665 $ | 1.056.143 $ | +120.444 $ | 935.699 $ | |
|---|
| Heritage Investment Group, Inc. | 1.055.771 $ | +208.450 $ | 847.321 $ | +109.951 $ | 737.370 $ | +35.501 $ | 701.869 $ | |
|---|
| Shulman DeMeo Asset Management LLC | 1.054.847 $ | +51.412 $ | 1.003.435 $ | | | | | |
|---|
| Stelac Advisory Services LLC | 1.046.538 $ | +42.664 $ | 1.003.874 $ | -49.856 $ | 1.053.730 $ | +15.648 $ | 1.038.082 $ | |
|---|
| BROGAN FINANCIAL, INC. | 1.015.839 $ | -37.877 $ | 1.053.716 $ | | | | | |
|---|
| Stewardship Advisors, LLC | 1.051.847 $ | +175.763 $ | 876.084 $ | +14.539 $ | 861.545 $ | +62.263 $ | 799.282 $ | |
|---|
| Gordian Advisors LLC | 1.050.693 $ | +51.210 $ | 999.483 $ | +820 $ | 998.663 $ | +359.580 $ | 639.083 $ | |
|---|
| SIERRA OCEAN, LLC | 1.050.000 $ | +56.007 $ | 993.993 $ | -5.548 $ | 999.541 $ | +192.078 $ | 807.463 $ | |
|---|
| Parker Financial LLC | 1.002.452 $ | +48.859 $ | 953.593 $ | -95.751 $ | 1.049.344 $ | +134.385 $ | 914.959 $ | |
|---|
| Avid Wealth Partners LLC | 1.049.308 $ | +82.980 $ | 966.328 $ | -5.789 $ | 972.117 $ | +502.365 $ | 469.752 $ | |
|---|
| CABOT WEALTH MANAGEMENT INC | 1.048.154 $ | +62.065 $ | 986.089 $ | | | | | |
|---|
| Transce3nd, LLC | 16.638 $ | +6.156 $ | 10.482 $ | -1.036.610 $ | 1.047.092 $ | +137.128 $ | 909.964 $ | |
|---|
| Carmel Capital Partners, LLC | 1.046.999 $ | +585.463 $ | 461.536 $ | -350.646 $ | 812.182 $ | +37.824 $ | 774.358 $ | |
|---|
| PRESILIUM PRIVATE WEALTH, LLC | 1.045.498 $ | +28.999 $ | 1.016.499 $ | +40.104 $ | 976.395 $ | +135.351 $ | 841.044 $ | |
|---|
| Alamar Capital Management, LLC | | | 1.045.153 $ | | | | | |
|---|
| VISTA INVESTMENT MANAGEMENT | 1.044.691 $ | +99.662 $ | 945.029 $ | +11.744 $ | 933.285 $ | +410.641 $ | 522.644 $ | |
|---|
| New Capital Management LP | 1.044.564 $ | +50.911 $ | 993.653 $ | +815 $ | 992.838 $ | +147.617 $ | 845.221 $ | |
|---|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.044.230 $ | +137.625 $ | 906.605 $ | +744 $ | 905.861 $ | +197.713 $ | 708.148 $ | |
|---|
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 1.042.614 $ | +50.816 $ | 991.798 $ | +813 $ | 990.985 $ | +108.559 $ | 882.426 $ | |
|---|
| ACIMA PRIVATE WEALTH, LLC | 1.041.691 $ | +50.772 $ | 990.919 $ | +46.884 $ | 944.035 $ | +125.346 $ | 818.689 $ | |
|---|
| CSS LLC/IL | 1.038.459 $ | +489.534 $ | 548.925 $ | | | | | |
|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1.037.836 $ | +50.583 $ | 987.253 $ | +810 $ | 986.443 $ | +83.545 $ | 902.898 $ | |
|---|
| Commonwealth Retirement Investments LLC | 1.037.767 $ | +98.227 $ | 939.540 $ | +770 $ | 938.770 $ | +410.418 $ | 528.352 $ | |
|---|
| BROOKS, MOORE & ASSOCIATES, INC. | 1.036.382 $ | +412.803 $ | 623.579 $ | -71.728 $ | 695.307 $ | +122.624 $ | 572.683 $ | |
|---|
| EARNEST PARTNERS LLC | 1.033.843 $ | +33.482 $ | 1.000.361 $ | -24.190 $ | 1.024.551 $ | +136.037 $ | 888.514 $ | |
|---|
| Praetorian Wealth Management, Inc. | 1.033.611 $ | +289.050 $ | 744.561 $ | +111.376 $ | | | 633.185 $ | |
|---|
| Integris Wealth Management, LLC | 1.013.531 $ | +10.754 $ | 1.002.777 $ | -27.479 $ | 1.030.256 $ | +523.593 $ | 506.663 $ | |
|---|
| Compound Global Advisors, LLC | 85.634 $ | +4.174 $ | 81.460 $ | +66 $ | 81.394 $ | -946.010 $ | 1.027.404 $ | |
|---|
| FSA Advisors, Inc. | | | 1.019.532 $ | +273.757 $ | 745.775 $ | | | |
|---|
| First Citizens Financial Corp | 839.954 $ | -178.851 $ | 1.018.805 $ | +116.893 $ | 901.912 $ | +386.878 $ | 515.034 $ | |
|---|
| Flower City Capital | 1.018.148 $ | +19.104 $ | 999.044 $ | +819 $ | 998.225 $ | +117.891 $ | 880.334 $ | |
|---|
| STAR Financial Bank | 772.093 $ | -246.053 $ | 1.018.146 $ | +291.746 $ | 726.400 $ | -31.025 $ | 757.425 $ | |
|---|
| PIN OAK INVESTMENT ADVISORS INC | 985 $ | -1.016.502 $ | 1.017.487 $ | +1.016.517 $ | 970 $ | -18 $ | 988 $ | |
|---|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 1.012.960 $ | +49.152 $ | 963.808 $ | +5.836 $ | 957.972 $ | +133.222 $ | 824.750 $ | |
|---|
| IVC Wealth Advisors LLC | 1.010.992 $ | +86.602 $ | 924.390 $ | | | | | |
|---|
| Innova Wealth Partners | 1.008.416 $ | +118.314 $ | 890.102 $ | +187.211 $ | 702.891 $ | +99.767 $ | 603.124 $ | |
|---|
| Bell Investment Advisors, Inc | 1.007.761 $ | +196.010 $ | 811.751 $ | -54.621 $ | 866.372 $ | +202.935 $ | 663.437 $ | |
|---|
| True Link Financial Advisors, LLC | 1.002.682 $ | +297.862 $ | 704.820 $ | -9.733 $ | 714.553 $ | +129.884 $ | 584.669 $ | |
|---|
| Polymer Capital Management (HK) LTD | 516.344 $ | -40.687 $ | | | 557.031 $ | -444.688 $ | 1.001.719 $ | |
|---|
| OneAscent Investment Solutions LLC | 1.001.528 $ | +58.036 $ | 943.492 $ | +942.549 $ | 943 $ | | | |
|---|
| Cardinal Capital Management | 999.913 $ | | | | | | | |
|---|
| BRIAN LOW FINANCIAL GROUP, LLC | 999.912 $ | +38.854 $ | 961.058 $ | | | | | |
|---|
| FMB WEALTH MANAGEMENT | 994.423 $ | +72.182 $ | 922.241 $ | -32.811 $ | 955.052 $ | +123.703 $ | 831.349 $ | |
|---|
| EntryPoint Capital, LLC | 993.911 $ | | | | | | | |
|---|
| Code Waechter LLC | 992.064 $ | +164.156 $ | 827.908 $ | +17.043 $ | 810.865 $ | +810.160 $ | 705 $ | |
|---|
| Seed Wealth Management, Inc. | 991.372 $ | +424.881 $ | 566.491 $ | | | | | |
|---|
| Persium Advisors, LLC | 981.216 $ | -7.288 $ | 988.504 $ | -1.603 $ | 990.107 $ | +282.340 $ | 707.767 $ | |
|---|
| Smart Portfolios, LLC | 969.675 $ | +43.968 $ | 925.707 $ | -63.961 $ | 989.668 $ | +147.577 $ | 842.091 $ | |
|---|
| Base Wealth Management LLC | 988.575 $ | +45.986 $ | 942.589 $ | +33.023 $ | 909.566 $ | +112.170 $ | 797.396 $ | |
|---|
| CBIZ Investment Advisory Services, LLC | 988.371 $ | +70.129 $ | 918.242 $ | +88.290 $ | 829.952 $ | +124.088 $ | 705.864 $ | |
|---|
| ORBA Wealth Advisors, L.L.C. | 207.970 $ | -776.144 $ | 984.114 $ | | | | | |
|---|
| Christensen, King & Associates Investment Services, Inc. | 980.293 $ | +25.822 $ | 954.471 $ | +182.218 $ | 772.253 $ | +48.154 $ | 724.099 $ | |
|---|
| Asset Allocation Strategies LLC | 977.533 $ | +205.280 $ | | | 772.253 $ | +109.007 $ | 663.246 $ | |
|---|
| Parkwoods Wealth Partners, LLC | 977.523 $ | +82.117 $ | 895.406 $ | +437.539 $ | 457.867 $ | +243.824 $ | 214.043 $ | |
|---|
| LongView Asset Management LLC | 907.354 $ | -69.294 $ | 976.648 $ | | | | | |
|---|
| Tolleson Wealth Management, Inc. | 914.047 $ | -59.746 $ | 973.793 $ | +105.009 $ | 868.784 $ | +115.354 $ | 753.430 $ | |
|---|
| High Falls Advisors, Inc | 972.335 $ | +17.417 $ | 954.918 $ | | | | | |
|---|
| Anatole Investment Management Ltd | | | | | | | 972.229 $ | |
|---|
| DLD Asset Management, LP | 969.506 $ | | | | | | | |
|---|
| Bestgate Wealth Advisors, LLC | 967.367 $ | +96.992 $ | 870.375 $ | +123.795 $ | 746.580 $ | +0 $ | 746.580 $ | |
|---|
| Quest 10 Wealth Builders, Inc. | 891.676 $ | -75.328 $ | 967.004 $ | +19.002 $ | 948.002 $ | +97.161 $ | 850.841 $ | |
|---|
| TrueWealth Financial Partners | | | 960.400 $ | | | | | |
|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 538.504 $ | -138.431 $ | 676.935 $ | -282.457 $ | 959.392 $ | +369.396 $ | 589.996 $ | |
|---|
| Dakota Community Bank & Trust NA | 956.287 $ | +309.214 $ | 647.073 $ | +36.949 $ | 610.124 $ | +132.191 $ | 477.933 $ | |
|---|
| Scott Capital Advisors, LLC | 952.807 $ | +23.116 $ | 929.691 $ | | | | | |
|---|
| Decker Retirement Planning Inc. | 951.632 $ | +37.599 $ | 914.033 $ | +151.032 $ | 763.001 $ | +225.929 $ | 537.072 $ | |
|---|
| Townsend & Associates, Inc | 849.636 $ | +31.520 $ | 818.116 $ | -129.446 $ | 947.562 $ | +262.520 $ | 685.042 $ | |
|---|
| CHARTIST INC /CA/ | 946.131 $ | +41.722 $ | 904.409 $ | | | | | |
|---|
| 360 Financial, Inc. | 945.900 $ | +75.085 $ | 870.815 $ | | | | | |
|---|
| CFC Planning Co LLC | 251.594 $ | -692.118 $ | 943.712 $ | | | | | |
|---|
| FSC Wealth Advisors, LLC | | | 942.175 $ | -1.421 $ | 943.596 $ | +156.680 $ | 786.916 $ | |
|---|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 942.282 $ | +104.183 $ | 838.099 $ | +30.524 $ | 807.575 $ | +47.676 $ | 759.899 $ | |
|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 940.130 $ | +45.044 $ | 895.086 $ | +3.367 $ | 891.719 $ | +87.959 $ | 803.760 $ | |
|---|
| WEALTHGARDEN F.S. LLC | 940.119 $ | +143.446 $ | 796.673 $ | | | | | |
|---|
| Tevis Investment Management | | | | | | | 939.209 $ | |
|---|
| TECTONIC ADVISORS LLC | 938.976 $ | +27.980 $ | 910.996 $ | | | | | |
|---|
| 5T Wealth, LLC | 893.504 $ | -42.743 $ | 936.247 $ | +2.960 $ | 933.287 $ | +83.206 $ | 850.081 $ | |
|---|
| Smallwood Wealth Investment Management, LLC | 934.590 $ | +49.504 $ | 885.086 $ | +13.669 $ | 871.417 $ | +156.991 $ | 714.426 $ | |
|---|
| UHLMANN PRICE SECURITIES, LLC | 930.206 $ | +59.610 $ | 870.596 $ | | | | | |
|---|
| Human Investing LLC | 923.616 $ | +35.890 $ | 887.726 $ | +56.453 $ | 831.273 $ | +147.148 $ | 684.125 $ | |
|---|
| LOCKERMAN FINANCIAL GROUP, INC. | 263.366 $ | -659.926 $ | 923.292 $ | | | | | |
|---|
| De Lisle Partners LLP | 923.280 $ | +45.000 $ | 878.280 $ | | | | | |
|---|
| Jordan Park Group LLC | 923.280 $ | +45.000 $ | 878.280 $ | +720 $ | 877.560 $ | +116.520 $ | 761.040 $ | |
|---|
| VestGen Investment Management | 913.816 $ | +212.509 $ | 701.307 $ | +115.974 $ | 585.333 $ | +105.878 $ | 479.455 $ | |
|---|
| Payne Capital Management, LLC | 913.394 $ | +67.573 $ | 845.821 $ | | | | | |
|---|
| Capitol Family Office, Inc. | 913.355 $ | +83.161 $ | 830.194 $ | +297.954 $ | 532.240 $ | +74.665 $ | 457.575 $ | |
|---|
| Outlook Wealth Advisors, LLC | 897.659 $ | -1.260 $ | 898.919 $ | -13.963 $ | 912.882 $ | +123.303 $ | 789.579 $ | |
|---|
| Mowery & Schoenfeld Wealth Management, LLC | 908.143 $ | +157.121 $ | 751.022 $ | -30.977 $ | 781.999 $ | +89.372 $ | 692.627 $ | |
|---|
| Meritas Wealth Management, LLC | 906.892 $ | +44.201 $ | 862.691 $ | +7.509 $ | 855.182 $ | +117.734 $ | 737.448 $ | |
|---|
| Kooman & Associates | 902.737 $ | +19.187 $ | 883.550 $ | +23.322 $ | 860.228 $ | +84.348 $ | 775.880 $ | |
|---|
| BAKER BOYER NATIONAL BANK | 897.197 $ | +139.461 $ | 757.736 $ | +40.111 $ | 717.625 $ | +95.285 $ | 622.340 $ | |
|---|
| DecisionPoint Financial, LLC | 885.426 $ | +39.089 $ | 846.337 $ | +41.658 $ | 804.679 $ | -90.114 $ | 894.793 $ | |
|---|
| Stephens Consulting, LLC | 119.796 $ | -774.074 $ | 893.870 $ | +57.335 $ | 836.535 $ | +167.771 $ | 668.764 $ | |
|---|
| Magnolia Private Wealth, LLC | 892.119 $ | +74.221 $ | 817.898 $ | +12.956 $ | 804.942 $ | +84.237 $ | 720.705 $ | |
|---|
| Momentous Wealth Management, Inc. | 891.477 $ | +157.454 $ | 734.023 $ | -64.604 $ | 798.627 $ | +81.686 $ | 716.941 $ | |
|---|
| Mid-American Wealth Advisory Group, Inc. | 437.866 $ | +61.084 $ | 376.782 $ | -512.186 $ | 888.968 $ | +315.905 $ | 573.063 $ | |
|---|
| Arlington Capital Management, Inc. | 856.111 $ | -24.145 $ | 880.256 $ | -5.860 $ | 886.116 $ | +105.669 $ | 780.447 $ | |
|---|
| OLIO Financial Planning | 885.657 $ | +53.706 $ | 831.951 $ | | | | | |
|---|
| Smith & Howard Wealth Management, LLC | 312.530 $ | +15.232 $ | 297.298 $ | -587.721 $ | 885.019 $ | +159.367 $ | 725.652 $ | |
|---|
| Resolute Advisors LLC | 720.389 $ | +35.111 $ | 685.278 $ | -198.206 $ | 883.484 $ | +701.025 $ | 182.459 $ | |
|---|
| Gray Private Wealth, LLC | 864.652 $ | -13.848 $ | 878.500 $ | -4.568 $ | 883.068 $ | +305.419 $ | 577.649 $ | |
|---|
| Bellwether Advisors, LLC | 754.089 $ | -126.762 $ | | | 880.851 $ | | | |
|---|
| McMill Wealth Management | 880.117 $ | +46.410 $ | 833.707 $ | -585 $ | 834.292 $ | +118.153 $ | 716.139 $ | |
|---|
| DDFG, Inc | 879.944 $ | +53.867 $ | 826.077 $ | | | | | |
|---|
| INVESTED ADVISORS | 879.193 $ | +76.415 $ | 802.778 $ | | | | | |
|---|
| Single Point Partners, LLC | 878.110 $ | +55.314 $ | 822.796 $ | +821.821 $ | 975 $ | +122 $ | 853 $ | |
|---|
| Cavalier Investments, LLC | 876.654 $ | +217.047 $ | 659.607 $ | | | | | |
|---|
| Accredited Wealth Management, LLC | | | 851.958 $ | -24.531 $ | 876.489 $ | | | |
|---|
| Linden Thomas Advisory Services, LLC | 875.039 $ | +61.532 $ | 813.507 $ | +16.683 $ | 796.824 $ | +106.180 $ | 690.644 $ | |
|---|
| Moment Partners, LLC | | | 869.497 $ | +2.468 $ | 867.029 $ | +288.068 $ | 578.961 $ | |
|---|
| VIRTUS ADVISERS, LLC | 720.389 $ | -146.254 $ | 866.643 $ | +54.242 $ | 812.401 $ | +93.408 $ | 718.993 $ | |
|---|
| Forthright Family Wealth Advisory LLC | 845.955 $ | -17.614 $ | 863.569 $ | +50 $ | 863.519 $ | +171.924 $ | 691.595 $ | |
|---|
| FINANCIAL LIFE ADVISORS | 863.267 $ | +82.037 $ | 781.230 $ | -36.217 $ | 817.447 $ | +140.502 $ | 676.945 $ | |
|---|
| Vermillion & White Wealth Management Group, LLC | 862.574 $ | +151.167 $ | 711.407 $ | +205.696 $ | | | 505.711 $ | |
|---|
| ACT Advisors, LLC. | 862.113 $ | +67.270 $ | 794.843 $ | +33.998 $ | 760.845 $ | +142.500 $ | 618.345 $ | |
|---|
| Fingerlakes Wealth Management, Inc. | 861.651 $ | +13.233 $ | 848.418 $ | +695 $ | 847.723 $ | +97.338 $ | 750.385 $ | |
|---|
| Atlas Wealth Partners, LLC | 861.651 $ | +85.910 $ | 775.741 $ | +774.881 $ | 860 $ | +73 $ | 787 $ | |
|---|
| Peak Financial Management, Inc. | 860.728 $ | | | | | | | |
|---|
| Riverpoint Wealth Management Holdings, LLC | 859.343 $ | +41.884 $ | 817.459 $ | | | | | |
|---|
| Marshall & Sterling Wealth Advisors Inc. | 759.164 $ | -99.573 $ | 858.737 $ | +92.181 $ | | | 766.556 $ | |
|---|
| Lutz Financial Services LLC | 858.420 $ | +121.104 $ | 737.316 $ | -54 $ | 737.370 $ | +94.862 $ | 642.508 $ | |
|---|
| Founders Capital Management | 855.419 $ | +82.313 $ | 773.106 $ | +33.762 $ | 739.344 $ | +101.592 $ | 637.752 $ | |
|---|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 549.582 $ | +16.905 $ | 532.677 $ | +20.621 $ | 512.056 $ | -343.163 $ | 855.219 $ | |
|---|
| Aspen Wealth Management LLC | 851.726 $ | +326.954 $ | 524.772 $ | +48.476 $ | 476.296 $ | +89.878 $ | 386.418 $ | |
|---|
| Tribridge Partners Financial LLC | 849.648 $ | +30.957 $ | 818.691 $ | +818.024 $ | 667 $ | | | |
|---|
| DMKC Advisory Services, LLC | 845.494 $ | +336.531 $ | 508.963 $ | | | | | |
|---|
| TRILLIUM ASSET MANAGEMENT, LLC | 844.000 $ | +104.000 $ | 740.000 $ | | | | | |
|---|
| SPROTT INC. | 843.647 $ | +327.657 $ | 515.990 $ | +423 $ | 515.567 $ | +68.456 $ | 447.111 $ | |
|---|
| Fairman Group, LLC | 836.030 $ | +40.747 $ | 795.283 $ | -47.613 $ | 842.896 $ | +0 $ | 842.896 $ | |
|---|
| Strathmore Capital Advisors, Inc. | 839.492 $ | +136.868 $ | 702.624 $ | +43.906 $ | 658.718 $ | | | |
|---|
| Core Wealth Management, Inc. | 835.799 $ | +85.089 $ | 750.710 $ | +18.606 $ | 732.104 $ | +98.538 $ | 633.566 $ | |
|---|
| White Wing Wealth Management | 835.338 $ | +215.147 $ | 620.191 $ | +82.466 $ | 537.725 $ | | | |
|---|
| DHJJ Financial Advisors, Ltd. | 834.415 $ | +33.204 $ | 801.211 $ | -22.818 $ | 824.029 $ | +196.932 $ | 627.097 $ | |
|---|
| TSA Wealth Managment LLC | 831.875 $ | +207.857 $ | 624.018 $ | +74.227 $ | 549.791 $ | +130.268 $ | 419.523 $ | |
|---|
| Cherokee Insurance Co | 830.952 $ | +40.500 $ | 790.452 $ | | | | | |
|---|
| CoreFirst Bank & Trust | 826.336 $ | -3.639 $ | 829.975 $ | +681 $ | 829.294 $ | +110.111 $ | 719.183 $ | |
|---|
| Prospect Financial Group LLC | 826.105 $ | +42.460 $ | 783.645 $ | -2.649 $ | 786.294 $ | +147.781 $ | 638.513 $ | |
|---|
| Twelve Points Wealth Management LLC | 826.053 $ | +76.176 $ | 749.877 $ | +39.666 $ | 710.211 $ | +141.294 $ | 568.917 $ | |
|---|
| Chicago Wealth Management, Inc. | 824.951 $ | +5.516 $ | 819.435 $ | +3.524 $ | 815.911 $ | +101.675 $ | 714.236 $ | |
|---|
| Corus Family Wealth Advisors | 823.268 $ | +110.168 $ | 713.100 $ | +31.738 $ | 681.362 $ | +369.771 $ | 311.591 $ | |
|---|
| Chung Wu Investment Group, LLC | 803.254 $ | -19.255 $ | 822.509 $ | +55.522 $ | 766.987 $ | | | |
|---|
| CarsonAllaria Wealth Management, Ltd. | 821.719 $ | +40.050 $ | 781.669 $ | +46.054 $ | 735.615 $ | +107.186 $ | 628.429 $ | |
|---|
| Maltin Wealth Management, Inc. | 821.262 $ | +44.199 $ | 777.063 $ | | | | | |
|---|
| apricus wealth, LLC | 821.258 $ | +24.438 $ | 796.820 $ | +43.654 $ | 753.166 $ | +100.003 $ | 653.163 $ | |
|---|
| Wise Wealth Partners | 819.949 $ | +46.331 $ | 773.618 $ | +635 $ | 772.983 $ | +514.895 $ | 258.088 $ | |
|---|
| CTC Alternative Strategies, Ltd. | 814.333 $ | +302.735 $ | 511.598 $ | +94.757 $ | 416.841 $ | | | |
|---|
| Sensible Money, LLC | 812.949 $ | +39.623 $ | 773.326 $ | | | | | |
|---|
| Marathon Mission, Inc. | 538.503 $ | +22.294 $ | 516.209 $ | -292.243 $ | 808.452 $ | +107.344 $ | 701.108 $ | |
|---|
| MAD RIVER INVESTORS | 807.870 $ | +61.332 $ | 746.538 $ | | | | | |
|---|
| CHECK CAPITAL MANAGEMENT INC/CA | 803.522 $ | +113.378 $ | 690.144 $ | +566 $ | 689.578 $ | +129.612 $ | 559.966 $ | |
|---|
| Copley Financial Group, Inc. | 791.713 $ | +18.827 $ | 772.886 $ | -28.984 $ | 801.870 $ | +17.428 $ | 784.442 $ | |
|---|
| Frontier Asset Management, LLC | | | | | 801.651 $ | +220.216 $ | 581.435 $ | |
|---|
| RiverGlades Family Offices LLC | | | 799.235 $ | +12.721 $ | 786.514 $ | +146.479 $ | 640.035 $ | |
|---|
| Weinberger Asset Management, Inc | 797.021 $ | +48.287 $ | 748.734 $ | | | | | |
|---|
| KEB ASSET MANAGEMENT, LLC | 795.446 $ | +104.804 $ | 690.642 $ | +181.862 $ | 508.780 $ | +59.846 $ | 448.934 $ | |
|---|
| KITCHING PARTNERS, LLC | 755.012 $ | +36.799 $ | 718.213 $ | +588 $ | 717.625 $ | -77.472 $ | 795.097 $ | |
|---|
| ATLANTIC FAMILY WEALTH, LLC | 791.020 $ | +38.553 $ | 752.467 $ | | | | | |
|---|
| 21 West Wealth Management LLC | 789.635 $ | +38.486 $ | 751.149 $ | -15.619 $ | 766.768 $ | | | |
|---|
| Dodds Wealth, LLC | 789.404 $ | +31.887 $ | 757.517 $ | +7.203 $ | 750.314 $ | +37.790 $ | 712.524 $ | |
|---|
| Ledgewood Wealth Advisors, LLC | 783.403 $ | -5.732 $ | 789.135 $ | | | | | |
|---|
| Idaho Trust Co | 788.935 $ | +38.453 $ | 750.482 $ | | | | | |
|---|
| Boyd Wealth Management, LLC | 743.010 $ | -45.685 $ | 788.695 $ | | | | | |
|---|
| Great Point Wealth Advisors, LLC | 437.173 $ | -349.766 $ | 786.939 $ | +121.219 $ | | | 665.720 $ | |
|---|
| 1620 INVESTMENT ADVISORS, INC. | 785.954 $ | +32.378 $ | 753.576 $ | -11.668 $ | 765.244 $ | +98.834 $ | 666.410 $ | |
|---|
| O'Connor Financial Group LLC | 785.879 $ | +84.353 $ | 701.526 $ | +13.199 $ | 688.327 $ | +144.755 $ | 543.572 $ | |
|---|
| Magnetar Financial LLC | 361.464 $ | -422.217 $ | | | | | 783.681 $ | |
|---|
| HighMark Wealth Management LLC | 495.328 $ | -61.743 $ | 557.071 $ | -225.954 $ | 783.025 $ | +117.176 $ | 665.849 $ | |
|---|
| AJ Advisors, LLC | 782.018 $ | +38.554 $ | 743.464 $ | | | | | |
|---|
| Stonehearth Capital Management, LLC | 775.786 $ | +37.811 $ | 737.975 $ | +40.095 $ | 697.880 $ | +89.429 $ | 608.451 $ | |
|---|
| FORA Capital, LLC | | | 770.252 $ | | | | | |
|---|
| Cypress Capital Management LLC (WY) | 770.246 $ | +42.591 $ | 727.655 $ | +86.159 $ | 641.496 $ | +68.243 $ | 573.253 $ | |
|---|
| Phillips Wealth Planners LLC | 763.554 $ | +27.515 $ | 736.039 $ | +47.249 $ | 688.790 $ | +125.861 $ | 562.929 $ | |
|---|
| Tuttle Capital Management, LLC | 763.553 $ | +155.125 $ | 608.428 $ | | | | | |
|---|
| Post Resch Tallon Group Inc. | 733.777 $ | -22.642 $ | 756.419 $ | -7.058 $ | 763.477 $ | +94.522 $ | 668.955 $ | |
|---|
| Financial Symmetry Inc | 763.091 $ | +12.381 $ | 750.710 $ | +9.391 $ | 741.319 $ | +102.616 $ | 638.703 $ | |
|---|
| Ifrah Financial Services, Inc. | 762.828 $ | +28.942 $ | 733.886 $ | +74.634 $ | 659.252 $ | +163.155 $ | 496.097 $ | |
|---|
| Optimize Financial Inc | 611.904 $ | +28.506 $ | 583.398 $ | -178.763 $ | 762.161 $ | +96.632 $ | 665.529 $ | |
|---|
| Community Bank of Raymore | 759.167 $ | | | | | | | |
|---|
| CLEAR INVESTMENT RESEARCH, LLC | 705.386 $ | +3.640 $ | 701.746 $ | -56.685 $ | 758.431 $ | +137.993 $ | 620.438 $ | |
|---|
| Aspect Partners, LLC | 723.621 $ | +56.568 $ | 667.053 $ | -90.720 $ | 757.773 $ | +182.427 $ | 575.346 $ | |
|---|
| WILKINS INVESTMENT COUNSEL INC | 676.995 $ | -76.789 $ | 753.784 $ | +618 $ | 753.166 $ | +100.003 $ | 653.163 $ | |
|---|
| EIGHT 31 FINANCIAL, LLC | 750.165 $ | +36.562 $ | 713.603 $ | +274.823 $ | 438.780 $ | | | |
|---|
| MONARCH CAPITAL MANAGEMENT INC | 749.242 $ | +132.030 $ | 617.212 $ | +64.787 $ | 552.425 $ | +178.754 $ | 373.671 $ | |
|---|
| TPG Financial Advisors, LLC | 744.164 $ | +96.432 $ | 647.732 $ | -15.923 $ | 663.655 $ | -10.626 $ | 674.281 $ | |
|---|
| New England Capital Financial Advisors LLC | 743.754 $ | +11.367 $ | 732.387 $ | +11.570 $ | 720.817 $ | +100.275 $ | 620.542 $ | |
|---|
| Sagace Wealth Management LLC | 737.701 $ | +31.344 $ | 706.357 $ | -37.375 $ | 743.732 $ | +157.921 $ | 585.811 $ | |
|---|
| HRT FINANCIAL LP | 743.159 $ | +705.810 $ | 37.349 $ | -235.227 $ | 272.576 $ | +117.362 $ | 155.214 $ | |
|---|
| BetterWealth, LLC | 666.608 $ | -75.758 $ | 742.366 $ | | | | | |
|---|
| Financial Designs Corp | | | | | 741.758 $ | | | |
|---|
| BARNES PETTEY FINANCIAL ADVISORS, LLC | | | | | | | 740.872 $ | |
|---|
| Plum Street Advisors, LLC | 692.922 $ | -47.029 $ | 739.951 $ | +607 $ | 739.344 $ | +93.602 $ | 645.742 $ | |
|---|
| Dynamic Wealth Strategies, LLC | 739.086 $ | +117.703 $ | 621.383 $ | +77.954 $ | 543.429 $ | | | |
|---|
| Stephens Investment Management Group LLC | 574.280 $ | +78.711 $ | 495.569 $ | -240.923 $ | 736.492 $ | +97.789 $ | 638.703 $ | |
|---|
| Wealth Watch Advisors, INC | 735.766 $ | +84.961 $ | 650.805 $ | +65.748 $ | 585.057 $ | +311.844 $ | 273.213 $ | |
|---|
| CAPITAL COUNSEL LLC/NY | 584.667 $ | +19.713 $ | 564.954 $ | -33.542 $ | 598.496 $ | -132.863 $ | 731.359 $ | |
|---|
| SWAN Capital LLC | 730.545 $ | +234.317 $ | 496.228 $ | | | | | |
|---|
| Randall & Associates Wealth Management | 728.237 $ | +366.605 $ | 361.632 $ | | | | | |
|---|
| Capital Planning LLC | 691.731 $ | +34.778 $ | 656.953 $ | +538 $ | 656.415 $ | -68.666 $ | 725.081 $ | |
|---|
| Allied Investment Advisors, LLC | 725.006 $ | +7.671 $ | 717.335 $ | +162.936 $ | 554.399 $ | +91.306 $ | 463.093 $ | |
|---|
| WEDGEWOOD INVESTORS INC /PA/ | 723.390 $ | +57.215 $ | 666.175 $ | +546 $ | 665.629 $ | +92.185 $ | 573.444 $ | |
|---|
| PENNEY FINANCIAL, LLC | 712.541 $ | -3.477 $ | 716.018 $ | | | | | |
|---|
| Mallini Complete Financial Planning LLC | 712.541 $ | +34.289 $ | 678.252 $ | +23.812 $ | 654.440 $ | +107.633 $ | 546.807 $ | |
|---|
| O'Neil Global Advisors, Inc. | 711.849 $ | +710.531 $ | 1.318 $ | -19.323 $ | 20.641 $ | | | |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 710.233 $ | +34.616 $ | 675.617 $ | +554 $ | 675.063 $ | +89.633 $ | 585.430 $ | |
|---|
| Western Financial Corp/CA | 710.002 $ | +44.266 $ | 665.736 $ | | | | | |
|---|
| Brightwater Advisory LLC | 700.770 $ | +38.547 $ | 662.223 $ | +197.994 $ | 464.229 $ | +63.541 $ | 400.688 $ | |
|---|
| Comprehensive Money Management Services LLC | 696.846 $ | +33.964 $ | 662.882 $ | +544 $ | 662.338 $ | +102.974 $ | 559.364 $ | |
|---|
| Prossimo Advisors, LLC | 696.153 $ | +46.006 $ | 650.147 $ | +644.743 $ | 5.404 $ | +743 $ | 4.661 $ | |
|---|
| Latko Wealth Management, Ltd. | 486.572 $ | -209.467 $ | 696.039 $ | +694.839 $ | 1.200 $ | +976 $ | 224 $ | |
|---|
| Pullen Investment Management, LLC | 693.383 $ | +34.014 $ | 659.369 $ | | | | | |
|---|
| SCALAR GAUGE MANAGEMENT, LLC | 692.460 $ | | | | | | | |
|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 688.767 $ | +84.510 $ | 604.257 $ | -57.204 $ | 661.461 $ | | | |
|---|
| WETZEL INVESTMENT ADVISORS, INC. | 688.536 $ | +1.721 $ | 686.815 $ | +2.757 $ | 684.058 $ | | | |
|---|
| Bay Capital Advisors, LLC | 688.536 $ | +67.812 $ | 620.724 $ | +508 $ | 620.216 $ | +85.776 $ | 534.440 $ | |
|---|
| Clearview Wealth Advisors LLC | 667.762 $ | -15.759 $ | 683.521 $ | | | | | |
|---|
| VERUS WEALTH MANAGEMENT, LLC | 643.295 $ | -35.616 $ | 678.911 $ | +1.434 $ | 677.477 $ | +39.916 $ | 637.561 $ | |
|---|
| PARUS FINANCE (UK) Ltd | 434.172 $ | -243.421 $ | 677.593 $ | +189.231 $ | 488.362 $ | +61.038 $ | 427.324 $ | |
|---|
| Mosaic Advisors LLC | 673.994 $ | | | | | | | |
|---|
| Dominguez Wealth Management Solutions, Inc. | 671.455 $ | +32.726 $ | 638.729 $ | +523 $ | 638.206 $ | +165.600 $ | 472.606 $ | |
|---|
| Brickley Wealth Management | 671.455 $ | +35.141 $ | 636.314 $ | +186.564 $ | 449.750 $ | +107.663 $ | 342.087 $ | |
|---|
| Johnson Bixby & Associates, LLC | 670.070 $ | +45.174 $ | 624.896 $ | | | | | |
|---|
| Mn Services Vermogensbeheer B.V. | 669.011 $ | +47.079 $ | 621.932 $ | +8.496 $ | 613.436 $ | +58.562 $ | 554.874 $ | |
|---|
| Chris Bulman Inc | 667.499 $ | +91.405 $ | 576.094 $ | +65.384 $ | 510.710 $ | +147.911 $ | 362.799 $ | |
|---|
| Alpha Wealth Funds, LLC | 246.285 $ | -274.413 $ | 520.698 $ | -146.325 $ | 667.023 $ | +456.976 $ | 210.047 $ | |
|---|
| Atlantic Edge Private Wealth Management, LLC | 663.839 $ | +32.355 $ | 631.484 $ | +518 $ | 630.966 $ | +40.018 $ | 590.948 $ | |
|---|
| MOODY ALDRICH PARTNERS LLC | 663.608 $ | +27.953 $ | 635.655 $ | | | | | |
|---|
| JDH Wealth Management, LLC | 662.915 $ | +110.257 $ | 552.658 $ | +7.693 $ | 544.965 $ | +11.095 $ | 533.870 $ | |
|---|
| Heritage Family Offices, LLP | 662.684 $ | +322.789 $ | 339.895 $ | +23.063 $ | 316.832 $ | +4.044 $ | 312.788 $ | |
|---|
| AF Advisors, Inc. | 662.453 $ | +30.531 $ | 631.922 $ | | | | | |
|---|
| JIM SAULNIER & ASSOCIATES, LLC | 563.201 $ | -98.583 $ | 661.784 $ | +247.795 $ | 413.989 $ | | | |
|---|
| Signature Resources Capital Management, LLC | 661.761 $ | +128.865 $ | 532.896 $ | -71.085 $ | 603.981 $ | +223.461 $ | 380.520 $ | |
|---|
| Phoenix Wealth Advisors | 661.068 $ | +32.220 $ | 628.848 $ | +3.806 $ | 625.042 $ | +29.718 $ | 595.324 $ | |
|---|
| Orgel Wealth Management, LLC | 659.915 $ | +108.794 $ | 551.121 $ | +452 $ | 550.669 $ | +73.116 $ | 477.553 $ | |
|---|
| Level Financial Advisors | 657.837 $ | +32.282 $ | 625.555 $ | -9.140 $ | 634.695 $ | +91.883 $ | 542.812 $ | |
|---|
| VanderPol Investments L.L.C. | 657.145 $ | +27.339 $ | 629.806 $ | +48.861 $ | 580.945 $ | +92.738 $ | 488.207 $ | |
|---|
| TEXAS CAPITAL BANCSHARES INC/TX | | | 656.953 $ | +539 $ | 656.414 $ | +87.918 $ | 568.496 $ | |
|---|
| Tull Financial Group, Inc. | 655.529 $ | +196.628 $ | 458.901 $ | -14.981 $ | 473.882 $ | +106.680 $ | 367.202 $ | |
|---|
| SwitchPoint Financial Planning, LLC | 654.606 $ | +87.896 $ | 566.710 $ | +23.940 $ | 542.770 $ | +99.464 $ | 443.306 $ | |
|---|
| Prospera Capital Management, LLC | 595.977 $ | -58.122 $ | 654.099 $ | +79.297 $ | 574.802 $ | +335.074 $ | 239.728 $ | |
|---|
| Andina Capital Management, LLC | 600.988 $ | -53.047 $ | 654.035 $ | | | | | |
|---|
| Bancreek Capital Management, LP | 653.913 $ | | | | | | | |
|---|
| Vawter Financial, Ltd. | 653.913 $ | +23.308 $ | 630.605 $ | +147.725 $ | | | 482.880 $ | |
|---|
| Reyes Financial Architecture, Inc. | 652.066 $ | +10.702 $ | 641.364 $ | +66.343 $ | 575.021 $ | +217.332 $ | 357.689 $ | |
|---|
| David Kennon Inc | 651.374 $ | +31.747 $ | 619.627 $ | | | | | |
|---|
| CALDWELL SUTTER CAPITAL, INC. | 650.451 $ | +30.166 $ | 620.285 $ | | | | | |
|---|
| Intelligent Financial Strategies | 230.820 $ | +11.250 $ | 219.570 $ | -429.824 $ | 649.394 $ | +86.224 $ | 563.170 $ | |
|---|
| CLARK FINANCIAL SERVICES GROUP INC /BD | 648.606 $ | +67.405 $ | 581.201 $ | +1.792 $ | 579.409 $ | +88.538 $ | 490.871 $ | |
|---|
| Slocum, Gordon & Co LLP | 646.296 $ | +31.500 $ | 614.796 $ | +110.199 $ | 504.597 $ | +63.303 $ | 441.294 $ | |
|---|
| SHAYNE & JACOBS, LLC | 646.296 $ | +31.500 $ | 614.796 $ | | | | | |
|---|
| KIECKHEFER GROUP LLC | 645.142 $ | +77.334 $ | 567.808 $ | +465 $ | 567.343 $ | +75.331 $ | 492.012 $ | |
|---|
| Cardano Risk Management B.V. | 643.120 $ | +18.485 $ | 624.635 $ | +22.271 $ | 602.364 $ | +121.205 $ | 481.159 $ | |
|---|
| Mizuho Securities Co. Ltd. | | | 132.840 $ | -509.973 $ | 642.813 $ | +117.695 $ | 525.118 $ | |
|---|
| Private Wealth Management Group, LLC | 640.757 $ | +23.984 $ | 616.773 $ | +6.868 $ | 609.905 $ | +80.221 $ | 529.684 $ | |
|---|
| BOYUM WEALTH ARCHITECTS LLC | 639.036 $ | +284.211 $ | 354.825 $ | +949 $ | 353.876 $ | +92.649 $ | 261.227 $ | |
|---|
| RESTON WEALTH MANAGEMENT LLC | | | 637.412 $ | +4.691 $ | 632.721 $ | | | |
|---|
| Petix & Botte Co | 637.064 $ | +63.108 $ | 573.956 $ | +470 $ | 573.486 $ | +40.758 $ | 532.728 $ | |
|---|
| Forbes Financial Planning, Inc. | | | 636.753 $ | | | | | |
|---|
| Tanglewood Legacy Advisors, LLC | 622.291 $ | -14.023 $ | 636.314 $ | +84.941 $ | | | 551.373 $ | |
|---|
| FWG Investments, LLC. | 533.989 $ | -51.482 $ | 585.471 $ | -50.638 $ | 636.109 $ | | | |
|---|
| Lloyd Advisory Services, LLC. | 408.782 $ | -226.874 $ | 635.656 $ | +131.057 $ | 504.599 $ | | | |
|---|
| Towerpoint Wealth, LLC | 628.754 $ | +7.151 $ | 621.603 $ | +60.184 $ | 561.419 $ | +91.477 $ | 469.942 $ | |
|---|
| Altus Wealth Management, LLC | 498.571 $ | +14.419 $ | 484.152 $ | -19.129 $ | 503.281 $ | -124.196 $ | 627.477 $ | |
|---|
| Fidato Wealth LLC | 627.369 $ | | | | | | | |
|---|
| Lighthouse Wealth Management Inc. | 611.442 $ | +33.534 $ | 577.908 $ | -48.670 $ | 626.578 $ | +85.669 $ | 540.909 $ | |
|---|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 625.291 $ | +30.037 $ | 595.254 $ | -4.339 $ | 599.593 $ | +79.612 $ | 519.981 $ | |
|---|
| denkapparat Operations GmbH | | | 624.457 $ | +306.341 $ | 318.116 $ | | | |
|---|
| Landmark Wealth Management, LLC | 624.368 $ | +30.431 $ | 593.937 $ | +593.329 $ | 608 $ | +81 $ | 527 $ | |
|---|
| Custos Family Office, LLC | 620.444 $ | +60.101 $ | 560.343 $ | +38.606 $ | 521.737 $ | +207.998 $ | 313.739 $ | |
|---|
| WESPAC Advisors, LLC | 552.352 $ | -65.298 $ | 617.650 $ | | | | | |
|---|
| Hopwood Financial Services, Inc. | | | 616.333 $ | +50.306 $ | 566.027 $ | +92.089 $ | 473.938 $ | |
|---|
| Janney Montgomery Scott LLC | 615.381 $ | +36.534 $ | 578.847 $ | +7.696 $ | 571.151 $ | +88.573 $ | 482.578 $ | |
|---|
| Sugar Maple Asset Management, LLC | 614.212 $ | +95.807 $ | 518.405 $ | +425 $ | 517.980 $ | +71.630 $ | 446.350 $ | |
|---|
| Waycross Investment Management Co | 613.520 $ | +29.903 $ | 583.617 $ | +57.520 $ | 526.097 $ | +145.577 $ | 380.520 $ | |
|---|
| Hardin Capital Partners, LLC | 609.584 $ | +224.908 $ | 384.676 $ | -1.559 $ | 386.235 $ | -117.183 $ | 503.418 $ | |
|---|
| ShankerValleau Wealth Advisors, Inc. | 608.442 $ | +26.142 $ | 582.300 $ | +478 $ | 581.822 $ | +77.252 $ | 504.570 $ | |
|---|
| Sterling Financial Planning, Inc. | 606.364 $ | +66.881 $ | 539.483 $ | | | | | |
|---|
| 10Elms LLP | 605.940 $ | +29.533 $ | 576.407 $ | +472 $ | 575.935 $ | +107.864 $ | 468.071 $ | |
|---|
| Paragon Capital Management Ltd | 604.979 $ | +72.741 $ | 532.238 $ | | | | | |
|---|
| NOTTINGHAM ADVISORS, INC. | 602.209 $ | -2.487 $ | 604.696 $ | +151.217 $ | 453.479 $ | +48.035 $ | 405.444 $ | |
|---|
| MONTGOMERY INVESTMENT MANAGEMENT INC | 601.748 $ | +29.329 $ | 572.419 $ | +2.005 $ | 570.414 $ | +75.738 $ | 494.676 $ | |
|---|
| Santori & Peters, Inc. | 599.670 $ | +94.000 $ | 505.670 $ | -1.121 $ | 506.791 $ | +68.622 $ | 438.169 $ | |
|---|
| Basepoint Wealth LLC | 478.951 $ | -119.377 $ | 598.328 $ | +21.771 $ | 576.557 $ | +190.139 $ | 386.418 $ | |
|---|
| ARKANSAS FINANCIAL GROUP, INC. | 593.784 $ | +43.212 $ | 550.572 $ | +452 $ | 550.120 $ | +121.082 $ | 429.038 $ | |
|---|
| MKD WEALTH COACHES, LLC | 591.361 $ | +28.823 $ | 562.538 $ | +61.890 $ | 500.648 $ | +66.094 $ | 434.554 $ | |
|---|
| Q Fund Management (Hong Kong) Ltd | 461.640 $ | -128.166 $ | | | | | 589.806 $ | |
|---|
| Range Financial Group LLC | 589.283 $ | +82.076 $ | 507.207 $ | +855 $ | 506.352 $ | +29.560 $ | 476.792 $ | |
|---|
| Clean Yield Group | 589.053 $ | +79.870 $ | 509.183 $ | +418 $ | 508.765 $ | +74.782 $ | 433.983 $ | |
|---|
| Sollinda Capital Management LLC | 587.321 $ | +45.312 $ | 542.009 $ | +59.899 $ | 482.110 $ | +68.770 $ | 413.340 $ | |
|---|
| Brown Financial Advisory | 586.514 $ | +28.586 $ | 557.928 $ | | | | | |
|---|
| Newport Capital Group, LLC | 586.052 $ | +65.671 $ | 520.381 $ | | | | | |
|---|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 415.476 $ | -169.239 $ | 584.715 $ | +479 $ | 584.236 $ | +77.574 $ | 506.662 $ | |
|---|
| Intrinsic Value Partners, LLC | 562.508 $ | -20.889 $ | 583.397 $ | +478 $ | 582.919 $ | +77.398 $ | 505.521 $ | |
|---|
| Stegent Equity Advisors, Inc. | 573.126 $ | -7.637 $ | 580.763 $ | | | | | |
|---|
| Pathway Financial Advisors LLC | 580.400 $ | +52.554 $ | 527.846 $ | +122.413 $ | 405.433 $ | +54.213 $ | 351.220 $ | |
|---|
| Divergent Planning, LLC | 579.840 $ | +17.894 $ | 561.946 $ | | | | | |
|---|
| Verus Financial Partners, Inc. | 579.122 $ | +31.295 $ | 547.827 $ | +12.173 $ | 535.654 $ | +195.511 $ | 340.143 $ | |
|---|
| Beckerman Institutional, LLC | 577.490 $ | +57.907 $ | 519.583 $ | +519.273 $ | 310 $ | +47 $ | 263 $ | |
|---|
| Forza Wealth Management, LLC | 434.172 $ | +21.161 $ | 413.011 $ | -164.204 $ | 577.215 $ | +76.641 $ | 500.574 $ | |
|---|
| Higgins & Schmidt Wealth Strategies LLC | 576.588 $ | +41.276 $ | 535.312 $ | -15.357 $ | 550.669 $ | +68.360 $ | 482.309 $ | |
|---|
| C WorldWide Group Holding A/S | 411.732 $ | -57.783 $ | 469.515 $ | -90.812 $ | 560.327 $ | -11.371 $ | 571.698 $ | |
|---|
| Financial Enhancement Group LLC | 571.104 $ | +4.225 $ | 566.879 $ | +193.796 $ | 373.083 $ | +28.282 $ | 344.801 $ | |
|---|
| Lanham O'Dell & Company, Inc. | 559.969 $ | -10.474 $ | 570.443 $ | | | | | |
|---|
| CONTINUUM WEALTH ADVISORS, LLC | 568.740 $ | +27.720 $ | 541.020 $ | +145.240 $ | 395.780 $ | +52.551 $ | 343.229 $ | |
|---|
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 566.203 $ | | | | | | | |
|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 565.048 $ | +162.356 $ | 402.692 $ | +14.591 $ | 388.101 $ | +36.120 $ | 351.981 $ | |
|---|
| CLARK ESTATES INC/NY | 563.201 $ | +27.450 $ | 535.751 $ | | | | | |
|---|
| Beacon Harbor Wealth Advisors, Inc. | 544.735 $ | +26.550 $ | 518.185 $ | -43.453 $ | 561.638 $ | +82.183 $ | 479.455 $ | |
|---|
| Cambridge Investment Research Advisors, Inc. | 559.876 $ | +33.658 $ | 526.218 $ | +9.741 $ | 516.477 $ | +76.720 $ | 439.757 $ | |
|---|
| Ervin Investment Management, LLC | 489.338 $ | +46.246 $ | 443.092 $ | +43.144 $ | 399.948 $ | -159.797 $ | 559.745 $ | |
|---|
| Squire Investment Management Company, LLC | 558.815 $ | +285.011 $ | 273.804 $ | +30.720 $ | 243.084 $ | | | |
|---|
| True Wealth Design, LLC | 557.200 $ | +55.135 $ | 502.065 $ | +87.510 $ | 414.555 $ | +34.305 $ | 380.250 $ | |
|---|
| Charter Capital Management, LLC\DE | 537.501 $ | -17.717 $ | 555.218 $ | +15.593 $ | 539.625 $ | | | |
|---|
| Whitegate Investment Counselors, Inc. | 553.968 $ | +27.000 $ | 526.968 $ | +432 $ | 526.536 $ | +68.961 $ | 457.575 $ | |
|---|
| Graney & King, LLC | 553.738 $ | +26.990 $ | 526.748 $ | +11.620 $ | 515.128 $ | +85.520 $ | 429.608 $ | |
|---|
| GRACE & WHITE INC /NY | 476.182 $ | -77.134 $ | 553.316 $ | +453 $ | 552.863 $ | +73.408 $ | 479.455 $ | |
|---|
| Schulz Wealth, LTD. | 552.583 $ | +30.006 $ | 522.577 $ | +429 $ | 522.148 $ | +69.329 $ | 452.819 $ | |
|---|
| Brand Asset Management Group, Inc. | 545.659 $ | +198.299 $ | 347.360 $ | +14.106 $ | 333.254 $ | +19.733 $ | 313.521 $ | |
|---|
| Taylor Hoffman Capital Management LLC | 540.580 $ | +176.753 $ | 363.827 $ | +298 $ | 363.529 $ | +52.214 $ | 311.315 $ | |
|---|
| HOME FEDERAL BANK OF TENNESSEE | 534.579 $ | +69.968 $ | 464.611 $ | +381 $ | 464.230 $ | +118.718 $ | 345.512 $ | |
|---|
| Chico Wealth RIA | 533.425 $ | +117.779 $ | 415.646 $ | +341 $ | 415.305 $ | +44.108 $ | 371.197 $ | |
|---|
| DBK Financial Counsel, LLC | 532.040 $ | +25.931 $ | 506.109 $ | +415 $ | 505.694 $ | | | |
|---|
| Milestones Private Investment Advisors LLC | 503.880 $ | -28.138 $ | 532.018 $ | | | | | |
|---|
| JDM Financial Group LLC | 523.731 $ | -7.409 $ | 531.140 $ | | | | | |
|---|
| Cherry Tree Wealth Management, LLC | 529.271 $ | +213.748 $ | 315.523 $ | -10.624 $ | 326.147 $ | +5.252 $ | 320.895 $ | |
|---|
| THEORY FINANCIAL LLC | 528.816 $ | +37.839 $ | 490.977 $ | | | | | |
|---|
| Bonfire Financial | 448.324 $ | -77.395 $ | 525.719 $ | +294.445 $ | 231.274 $ | | | |
|---|
| PARTHENON LLC | 522.807 $ | -1.965 $ | 524.772 $ | | | | | |
|---|
| Peterson Wealth Advisors, LLC | 523.269 $ | +48.660 $ | 474.609 $ | +35.390 $ | 439.219 $ | +88.348 $ | 350.871 $ | |
|---|
| Financial Network Wealth Advisors LLC | 523.038 $ | +29.445 $ | 493.593 $ | -20.218 $ | 513.811 $ | +50.528 $ | 463.283 $ | |
|---|
| GGM Financials LLC | 522.115 $ | +636 $ | 521.479 $ | | | | | |
|---|
| PINNEY & SCOFIELD, INC. | 521.653 $ | +20.375 $ | 501.278 $ | +411 $ | 500.867 $ | +79.822 $ | 421.045 $ | |
|---|
| Wealth Group Ltd | 521.422 $ | +168.134 $ | 353.288 $ | +33.637 $ | 319.651 $ | +33.500 $ | 286.151 $ | |
|---|
| Binnacle Investments Inc | | | 518.406 $ | +22.146 $ | 496.260 $ | +195.077 $ | 301.183 $ | |
|---|
| Impact Investors, Inc | 518.163 $ | +24.919 $ | 493.244 $ | | | | | |
|---|
| GreatBanc Trust CO | 514.959 $ | +23.781 $ | 491.178 $ | | | | | |
|---|
| LEGACY SOLUTIONS, LLC | 513.805 $ | +41.071 $ | 472.734 $ | +11.576 $ | 461.158 $ | +100.615 $ | 360.543 $ | |
|---|
| D. SCOTT NEAL, INC. | | | 513.575 $ | +421 $ | 513.154 $ | +30.844 $ | 482.310 $ | |
|---|
| Roth Financial Partners LLC | 512.420 $ | +24.975 $ | 487.445 $ | +399 $ | 487.046 $ | +64.669 $ | 422.377 $ | |
|---|
| HORIZON FINANCIAL SERVICES, LLC | 510.343 $ | +76.034 $ | 434.309 $ | +43.137 $ | 391.172 $ | +85.995 $ | 305.177 $ | |
|---|
| Dougherty Wealth Advisers LLC | 509.651 $ | +24.840 $ | 484.811 $ | -9.913 $ | 494.724 $ | +65.688 $ | 429.036 $ | |
|---|
| Horizon Advisory Services, Inc. | 507.804 $ | +24.750 $ | 483.054 $ | +396 $ | 482.658 $ | +79.307 $ | 403.351 $ | |
|---|
| Wolff Financial Management LLC | 507.573 $ | +24.739 $ | 482.834 $ | +482.352 $ | 482 $ | +69 $ | 413 $ | |
|---|
| Sharper & Granite LLC | 499.264 $ | -6.845 $ | 506.109 $ | | | | | |
|---|
| DOPKINS WEALTH MANAGEMENT, LLC | 504.342 $ | +26.558 $ | 477.784 $ | -7.068 $ | 484.852 $ | +83.403 $ | 401.449 $ | |
|---|
| CURIO WEALTH, LLC | 504.265 $ | +98.500 $ | 405.765 $ | +18.980 $ | 386.785 $ | +220 $ | 386.565 $ | |
|---|
| Counterpoint Mutual Funds LLC | 504.111 $ | | | | | | | |
|---|
| Measured Wealth Private Client Group, LLC | 503.594 $ | +193.614 $ | 309.980 $ | -160.559 $ | 470.539 $ | | | |
|---|
| REBALANCE, LLC | 402.781 $ | +75.183 $ | 327.598 $ | -175.244 $ | 502.842 $ | +16.376 $ | 486.466 $ | |
|---|
| ETF Store, Inc. | 501.572 $ | +20.055 $ | 481.517 $ | -3.116 $ | 484.633 $ | +55.026 $ | 429.607 $ | |
|---|
| Gallacher Capital Management LLC | 499.772 $ | +58.831 $ | 440.941 $ | -13.987 $ | 454.928 $ | +78.699 $ | 376.229 $ | |
|---|
| Financial Alternatives, Inc | 305.145 $ | -193.938 $ | 499.083 $ | | | | | |
|---|
| Guardian Wealth Advisors, LLC | 252.286 $ | -43.694 $ | 295.980 $ | +84.269 $ | 211.711 $ | -285.819 $ | 497.530 $ | |
|---|
| New Harbor Financial Group, LLC | 497.417 $ | +27.976 $ | 469.441 $ | +193.010 $ | 276.431 $ | +17.677 $ | 258.754 $ | |
|---|
| Foundry Financial Group, Inc. | 496.494 $ | +87.655 $ | 408.839 $ | +3.406 $ | 405.433 $ | +73.620 $ | 331.813 $ | |
|---|
| Seaside Wealth Management, Inc. | 496.264 $ | | | | | | | |
|---|
| Stanich Group LLC | 494.878 $ | +24.778 $ | 470.100 $ | | | | | |
|---|
| Passive Capital Management, LLC. | 494.186 $ | | | | | | | |
|---|
| Two West Capital Advisors LLC | 494.186 $ | +142.401 $ | 351.785 $ | | | | | |
|---|
| LAM GROUP, INC. | 493.955 $ | +24.075 $ | 469.880 $ | +385 $ | 469.495 $ | +59.675 $ | 409.820 $ | |
|---|
| BAUPOST GROUP LLC/MA | 489.659 $ | | | | | | | |
|---|
| IMG Wealth Management, Inc. | 488.877 $ | +132.515 $ | 356.362 $ | +292 $ | 356.070 $ | +108.732 $ | 247.338 $ | |
|---|
| Arbor Investment Advisors, LLC | 421.939 $ | -65.506 $ | 487.445 $ | +52.614 $ | 434.831 $ | +152.866 $ | 281.965 $ | |
|---|
| Ironsides Asset Advisors, LLC | 486.107 $ | +23.693 $ | 462.414 $ | | | | | |
|---|
| FINANCIAL ADVISORY PARTNERS, LLC | 398.165 $ | -87.085 $ | 485.250 $ | | | | | |
|---|
| BONTEMPO OHLY CAPITAL MGMT LLC | 484.722 $ | +23.625 $ | 461.097 $ | +378 $ | 460.719 $ | +61.173 $ | 399.546 $ | |
|---|
| Crew Capital Management, Ltd | 280.677 $ | +49.031 $ | 231.646 $ | -249.476 $ | 481.122 $ | +68.638 $ | 412.484 $ | |
|---|
| Summit Financial Consulting LLC | 480.798 $ | +251.567 $ | 229.231 $ | +9.183 $ | 220.048 $ | | | |
|---|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 478.952 $ | +23.344 $ | 455.608 $ | | | | | |
|---|
| Forge Financial Services LLC | 478.951 $ | +13.670 $ | 465.281 $ | | | | | |
|---|
| Ground Swell Capital, LLC | 476.643 $ | | | | | | | |
|---|
| TL Private Wealth | 475.947 $ | +51.145 $ | 424.802 $ | -6.563 $ | 431.365 $ | +84.873 $ | 346.492 $ | |
|---|
| Pinnacle Investment Management Ltd | | | | | | | 475.650 $ | |
|---|
| Total Wealth Planning, LLC | | | 475.369 $ | +158.789 $ | 316.580 $ | +30.617 $ | 285.963 $ | |
|---|
| Planned Solutions, Inc. | 472.719 $ | +52.682 $ | 420.037 $ | +117.937 $ | 302.100 $ | | | |
|---|
| ADE, LLC | 470.872 $ | +22.950 $ | 447.922 $ | | | | | |
|---|
| JMG Financial Group, Ltd. | 442.020 $ | +21.543 $ | 420.477 $ | -49.018 $ | 469.495 $ | +25.428 $ | 444.067 $ | |
|---|
| Somerset Trust Co | 419.400 $ | -49.821 $ | 469.221 $ | +385 $ | 468.836 $ | +97.258 $ | 371.578 $ | |
|---|
| Kanen Wealth Management LLC | | | 467.904 $ | +384 $ | 467.520 $ | +93.659 $ | 373.861 $ | |
|---|
| Schrum Private Wealth Management LLC | 467.757 $ | +19.065 $ | 448.692 $ | | | | | |
|---|
| Essential Planning, LLC. | 464.664 $ | +24.145 $ | 440.519 $ | | | | | |
|---|
| MB, LEVIS & ASSOCIATES, LLC | 324.764 $ | +11.218 $ | 313.546 $ | -148.928 $ | 462.474 $ | +61.406 $ | 401.068 $ | |
|---|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 462.332 $ | +176.232 $ | 286.100 $ | | | | | |
|---|
| VSM Wealth Advisory, LLC | 390.548 $ | +2.129 $ | 388.419 $ | -73.836 $ | 462.255 $ | +120.929 $ | 341.326 $ | |
|---|
| Saratoga Research & Investment Management | 461.640 $ | +22.500 $ | 439.140 $ | +360 $ | 438.780 $ | +58.260 $ | 380.520 $ | |
|---|
| Finley Financial, LLC | 461.640 $ | +22.500 $ | 439.140 $ | +360 $ | 438.780 $ | +64.000 $ | 374.780 $ | |
|---|
| West Tower Group, LLC | 461.640 $ | | | | | | | |
|---|
| Financial Freedom, LLC | 434.518 $ | -24.712 $ | 459.230 $ | +375 $ | 458.855 $ | +60.927 $ | 397.928 $ | |
|---|
| AMALGAMATED BANK | 458.195 $ | +9.383 $ | 448.812 $ | +473 $ | 448.339 $ | +56.785 $ | 391.554 $ | |
|---|
| Global View Capital Management LLC | 440.405 $ | -15.861 $ | 456.266 $ | +92.737 $ | 363.529 $ | -91.573 $ | 455.102 $ | |
|---|
| Blake Schutter Theil Wealth Advisors, LLC | 453.330 $ | +39.880 $ | 413.450 $ | -18.529 $ | 431.979 $ | +57.357 $ | 374.622 $ | |
|---|
| DiNuzzo Private Wealth, Inc. | 453.100 $ | +9.298 $ | 443.802 $ | +17.746 $ | 426.056 $ | +57.332 $ | 368.724 $ | |
|---|
| Unison Asset Management LLC | 449.407 $ | +21.904 $ | 427.503 $ | +351 $ | 427.152 $ | +122.736 $ | 304.416 $ | |
|---|
| Hapanowicz & Associates Financial Services, Inc | 449.175 $ | +21.891 $ | 427.284 $ | | | | | |
|---|
| Retirement Wealth Solutions LLC | 448.484 $ | +21.420 $ | 427.064 $ | -15.007 $ | 442.071 $ | +48.042 $ | 394.029 $ | |
|---|
| Curat Global, LLC | 447.791 $ | +21.825 $ | 425.966 $ | +349 $ | 425.617 $ | +79.344 $ | 346.273 $ | |
|---|
| Employees Retirement System of Texas | 446.823 $ | +45.155 $ | 401.668 $ | +14.888 $ | 386.780 $ | +71.967 $ | 314.813 $ | |
|---|
| Timonier Family Office, LTD. | 446.637 $ | +21.769 $ | 424.868 $ | +348 $ | 424.520 $ | +56.367 $ | 368.153 $ | |
|---|
| Topel & Distasi Wealth Management, LLC | 440.635 $ | +21.476 $ | 419.159 $ | | | | | |
|---|
| Note Advisors, LLC | 426.893 $ | -11.269 $ | 438.162 $ | +129.360 $ | 308.802 $ | +41.573 $ | 267.229 $ | |
|---|
| SIMS INVESTMENT MANAGEMENT, LLC | 391.960 $ | -43.474 $ | 435.434 $ | +4.964 $ | 430.470 $ | +61.914 $ | 368.556 $ | |
|---|
| Renaissance Investment Group LLC | 433.942 $ | +48.597 $ | 385.345 $ | +1.412 $ | 383.933 $ | +50.978 $ | 332.955 $ | |
|---|
| Skyline Advisors, Inc. | 395.164 $ | -36.511 $ | 431.675 $ | | | | | |
|---|
| Israel Discount Bank of New York | 207.276 $ | -212.761 $ | 420.037 $ | -11.503 $ | 431.540 $ | +15.632 $ | 415.908 $ | |
|---|
| Friday Financial | 431.172 $ | +12.232 $ | 418.940 $ | +39.834 $ | 379.106 $ | +103.516 $ | 275.590 $ | |
|---|
| Marathon Strategic Advisors, LLC | 430.480 $ | +16.151 $ | 414.329 $ | -4.048 $ | 418.377 $ | +55.551 $ | 362.826 $ | |
|---|
| MSA Advisors, LLC | 429.325 $ | +20.925 $ | 408.400 $ | +335 $ | 408.065 $ | | | |
|---|
| Investments & Financial Planning, LLC | 429.094 $ | +9.935 $ | 419.159 $ | +343 $ | 418.816 $ | +60.366 $ | 358.450 $ | |
|---|
| Pine Haven Investment Counsel, Inc | 428.633 $ | +20.892 $ | 407.741 $ | | | | | |
|---|
| Disciplined Equity Management, Inc. | 355.463 $ | +17.325 $ | 338.138 $ | -87.479 $ | 425.617 $ | +56.512 $ | 369.105 $ | |
|---|
| INTERACTIVE FINANCIAL ADVISORS, INC. | 347.615 $ | +16.943 $ | 330.672 $ | -92.970 $ | 423.642 $ | +57.962 $ | 365.680 $ | |
|---|
| eCIO, Inc. | 315.300 $ | -108.275 $ | | | 423.575 $ | +26.149 $ | 397.426 $ | |
|---|
| Valued Wealth Advisors LLC | 423.555 $ | +95.078 $ | 328.477 $ | +14.310 $ | 314.167 $ | +30.679 $ | 283.488 $ | |
|---|
| BKM Wealth Management, LLC | 423.093 $ | +7.447 $ | 415.646 $ | +11.750 $ | 403.896 $ | +54.579 $ | 349.317 $ | |
|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 421.569 $ | +34.467 $ | 387.102 $ | +317 $ | 386.785 $ | +51.357 $ | 335.428 $ | |
|---|
| FIRST HAWAIIAN BANK | | | 419.379 $ | -533 $ | 419.912 $ | +55.564 $ | 364.348 $ | |
|---|
| Clayton Financial Group LLC | 261.058 $ | +167.082 $ | 93.976 $ | -324.026 $ | | | 418.002 $ | |
|---|
| Schwallier Wealth Management LLC | 417.339 $ | +45.387 $ | 371.952 $ | +7.984 $ | 363.968 $ | +36.531 $ | 327.437 $ | |
|---|
| Pineridge Advisors LLC | | | 389.517 $ | -26.008 $ | 415.525 $ | +67.920 $ | 347.605 $ | |
|---|
| Boston Standard Wealth Management, LLC | 414.784 $ | +48.784 $ | 366.000 $ | +17.000 $ | 349.000 $ | +143.000 $ | 206.000 $ | |
|---|
| Frazier Financial Advisors, LLC | 258.328 $ | -145.011 $ | 403.339 $ | -10.707 $ | 414.046 $ | | | |
|---|
| TI-TRUST, INC | 413.168 $ | +13.990 $ | 399.178 $ | | | | | |
|---|
| Strid Group, LLC | 412.245 $ | +36.561 $ | 375.684 $ | +231.277 $ | | | 144.407 $ | |
|---|
| VERITY Wealth Advisors | 410.860 $ | +20.025 $ | 390.835 $ | +321 $ | 390.514 $ | +51.851 $ | 338.663 $ | |
|---|
| Widmann Financial Services, Inc. | 393.317 $ | -17.059 $ | 410.376 $ | +51.893 $ | 358.483 $ | | | |
|---|
| Midwest Heritage Bank, FSB | 409.706 $ | +19.969 $ | 389.737 $ | +320 $ | 389.417 $ | +41.812 $ | 347.605 $ | |
|---|
| Abich Financial Wealth Management LLC | | | 408.839 $ | | | | | |
|---|
| FORONJY FINANCIAL LLC | 388.484 $ | +8.176 $ | 380.308 $ | -27.771 $ | 408.079 $ | | | |
|---|
| Guardian Financial Partners, LLC | 407.628 $ | | | | | | | |
|---|
| Rialto Wealth Management, LLC | 405.551 $ | +23.279 $ | 382.272 $ | +10.625 $ | 371.647 $ | +56.956 $ | 314.691 $ | |
|---|
| Sincerus Advisory, LLC | 403.704 $ | +35.266 $ | 368.438 $ | | | | | |
|---|
| Sylvest Advisors, LLC | 403.473 $ | +30.643 $ | 372.830 $ | +306 $ | 372.524 $ | +24.729 $ | 347.795 $ | |
|---|
| Verity & Verity, LLC | 402.781 $ | +90 $ | 402.691 $ | +34.555 $ | 368.136 $ | +55.729 $ | 312.407 $ | |
|---|
| Argyle Capital Management, LLC | 401.396 $ | +19.564 $ | 381.832 $ | +313 $ | 381.519 $ | +50.657 $ | 330.862 $ | |
|---|
| AKO CAPITAL LLP | 401.074 $ | +4.084 $ | 396.990 $ | +76.538 $ | 320.452 $ | +46.876 $ | 273.576 $ | |
|---|
| Gimbal Financial | | | 253.389 $ | -147.661 $ | 401.050 $ | | | |
|---|
| Level Wealth Management LLC | 240.053 $ | -148.586 $ | 388.639 $ | -10.651 $ | 399.290 $ | +36.084 $ | 363.206 $ | |
|---|
| Cobblestone Asset Management LLC | 287.602 $ | -110.478 $ | 398.080 $ | +31.041 $ | 367.039 $ | +58.247 $ | 308.792 $ | |
|---|
| TrinityBridge Ltd | 398.015 $ | +141.023 $ | 256.992 $ | -2.698 $ | 259.690 $ | +34.079 $ | 225.611 $ | |
|---|
| Prepared Retirement Institute LLC | 397.241 $ | +19.361 $ | 377.880 $ | +68.321 $ | 309.559 $ | +41.102 $ | 268.457 $ | |
|---|
| Longview Financial Advisors LLC | 396.318 $ | +19.316 $ | 377.002 $ | +108.907 $ | 268.095 $ | +34.455 $ | 233.640 $ | |
|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 370.004 $ | -25.881 $ | 395.885 $ | +325 $ | 395.560 $ | +52.522 $ | 343.038 $ | |
|---|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 395.856 $ | +19.293 $ | 376.563 $ | +309 $ | 376.254 $ | +35.689 $ | 340.565 $ | |
|---|
| Nicholson Wealth Management Group, LLC | 395.856 $ | +18.196 $ | 377.660 $ | +309 $ | 377.351 $ | +123.544 $ | 253.807 $ | |
|---|
| MILESTONE ASSET MANAGEMENT, LLC | 393.548 $ | +61.997 $ | 331.551 $ | | | | | |
|---|
| Keystone Financial Services | | | | | 393.146 $ | +98.053 $ | 295.093 $ | |
|---|
| Harbor Group, Inc. | 392.340 $ | | | | | | | |
|---|
| Tandem Investment Advisors, Inc. | 392.163 $ | +391.712 $ | 451 $ | +76 $ | 375 $ | +7 $ | 368 $ | |
|---|
| PFS Partners, LLC | 390.086 $ | +2.544 $ | 387.542 $ | +10.191 $ | 377.351 $ | +45.347 $ | 332.004 $ | |
|---|
| Valley Financial Group, Inc. | 388.788 $ | +29.247 $ | 359.541 $ | +23.655 $ | 335.886 $ | +32.421 $ | 303.465 $ | |
|---|
| Birch Capital Management, LLC | 387.778 $ | +18.900 $ | 368.878 $ | +303 $ | 368.575 $ | +48.938 $ | 319.637 $ | |
|---|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 386.844 $ | +12.432 $ | 374.412 $ | +1.136 $ | 373.276 $ | +45.684 $ | 327.592 $ | |
|---|
| Corundum Trust Company, INC | 385.931 $ | +10.027 $ | 375.904 $ | -1.666 $ | 377.570 $ | +49.942 $ | 327.628 $ | |
|---|
| Boulder Wealth Advisors, LLC | 385.931 $ | +6.953 $ | 378.978 $ | +82.363 $ | | | 296.615 $ | |
|---|
| Cypress Capital, LLC | 385.620 $ | +36.799 $ | 348.821 $ | +14.766 $ | 334.055 $ | +47.018 $ | 287.037 $ | |
|---|
| EQ WEALTH ADVISORS, LLC | | | 383.808 $ | | | | | |
|---|
| Traction Financial Partners, LLC | 353.616 $ | +29.970 $ | 323.646 $ | -5.658 $ | 329.304 $ | -53.880 $ | 383.184 $ | |
|---|
| Anderson Financial Strategies, LLC | 383.161 $ | +18.675 $ | 364.486 $ | +486 $ | 364.000 $ | +48.168 $ | 315.832 $ | |
|---|
| JMAC ENTERPRISES LLC | 381.314 $ | +18.585 $ | 362.729 $ | | | | | |
|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 62.553 $ | -318.672 $ | 381.225 $ | +332.081 $ | 49.144 $ | -30.139 $ | 79.283 $ | |
|---|
| SOUTHPORT MANAGEMENT, L.L.C. | | | | | | | 380.520 $ | |
|---|
| M. Kulyk & Associates, LLC | 380.391 $ | +754 $ | 379.637 $ | | | | | |
|---|
| Mann Financial Group, Inc. | 379.699 $ | +39.146 $ | 340.553 $ | | | | | |
|---|
| New Jersey Better Educational Savings Trust | 379.468 $ | +18.495 $ | 360.973 $ | | | | | |
|---|
| Stone Summit Wealth LLC | 378.314 $ | +51.374 $ | 326.940 $ | -12.456 $ | 339.396 $ | +42.210 $ | 297.186 $ | |
|---|
| OFC FINANCIAL PLANNING, LLC | 355.463 $ | +105.153 $ | 250.310 $ | -127.041 $ | 377.351 $ | +76.740 $ | 300.611 $ | |
|---|
| Hughes Financial Services, LLC | 367.004 $ | -8.825 $ | 375.829 $ | +41.030 $ | 334.799 $ | +56.345 $ | 278.454 $ | |
|---|
| Heirloom Wealth Management | 375.775 $ | +54.764 $ | 321.011 $ | -51.074 $ | 372.085 $ | +37.608 $ | 334.477 $ | |
|---|
| Spectrum Asset Management, Inc. (NB/CA) | 374.621 $ | +151.757 $ | 222.864 $ | +13.346 $ | 209.518 $ | | | |
|---|
| Caitlin John, LLC | 373.928 $ | +184.658 $ | 189.270 $ | -45.701 $ | | | 234.971 $ | |
|---|
| PROVIDENT TRUST CO | 373.467 $ | +48.943 $ | 324.524 $ | +266 $ | 324.258 $ | +43.054 $ | 281.204 $ | |
|---|
| DAHRING | CUSMANO LLC | 372.774 $ | +17.290 $ | 355.484 $ | | | | | |
|---|
| United Financial Planning Group LLC | 370.697 $ | +132.903 $ | 237.794 $ | | | | | |
|---|
| Persistent Asset Partners Ltd | 369.312 $ | | | | | | | |
|---|
| Barry Investment Advisors, LLC | | | 369.097 $ | | | | | |
|---|
| Holcombe Financial, Inc. | 366.773 $ | +40.931 $ | 325.842 $ | +267 $ | 325.575 $ | +73.671 $ | 251.904 $ | |
|---|
| OxenFree Capital LLC | 366.081 $ | +7.080 $ | 359.001 $ | -3.870 $ | 362.871 $ | +88.466 $ | 274.405 $ | |
|---|
| Lazard Freres Gestion S.A.S. | 365.577 $ | +29.695 $ | 335.882 $ | +15.185 $ | 320.697 $ | +63.062 $ | 257.635 $ | |
|---|
| BFI Infinity Ltd. | 363.772 $ | +17.730 $ | 346.042 $ | | | | | |
|---|
| Polymer Capital Management (US) LLC | 363.311 $ | | | | | | | |
|---|
| Fiscal Wisdom Wealth Management, LLC | 362.849 $ | +9.334 $ | 353.515 $ | | | | | |
|---|
| Eldridge Investment Advisors, Inc. | 361.695 $ | +57.151 $ | 304.544 $ | +250 $ | 304.294 $ | +88.920 $ | 215.374 $ | |
|---|
| FSA Wealth Management LLC | | | 360.754 $ | +296 $ | 360.458 $ | +44.436 $ | 316.022 $ | |
|---|
| Jordan Park Trust Co LLC | 326.611 $ | -29.751 $ | 356.362 $ | -4.096 $ | 360.458 $ | +51.857 $ | 308.601 $ | |
|---|
| GoalFusion Wealth Management, LLC | | | | | 359.361 $ | | | |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 356.847 $ | +13.001 $ | 343.846 $ | -14.637 $ | 358.483 $ | +144.441 $ | 214.042 $ | |
|---|
| CWM, LLC | 355.617 $ | +32.583 $ | 323.034 $ | +19.545 $ | 303.489 $ | +43.185 $ | 260.304 $ | |
|---|
| Providence Financial Advisors, LLC | 355.232 $ | +17.314 $ | 337.918 $ | | | | | |
|---|
| Milestone Resources Group Ltd | 351.440 $ | +17.129 $ | 334.311 $ | +13.453 $ | 320.858 $ | +16.444 $ | 304.414 $ | |
|---|
| American Wealth Advisors, LLC | 350.846 $ | +17.100 $ | 333.746 $ | | | | | |
|---|
| KOM Wealth Management Group, LLC | 310.374 $ | +16.006 $ | 294.368 $ | -54.292 $ | 348.660 $ | +90.871 $ | 257.789 $ | |
|---|
| McCarthy Asset Management, Inc. | 344.153 $ | +16.774 $ | 327.379 $ | | | | | |
|---|
| BI Asset Management Fondsmaeglerselskab A/S | 342.359 $ | +31.897 $ | 310.462 $ | +10.211 $ | 300.251 $ | +24.384 $ | 275.867 $ | |
|---|
| Clientfirst Wealth Management, LLC | 341.614 $ | +16.650 $ | 324.964 $ | | | | | |
|---|
| KWB Wealth | 340.229 $ | | | | | | | |
|---|
| Tacita Capital Inc | 339.998 $ | +52.361 $ | 287.637 $ | +11.644 $ | 275.993 $ | +210.734 $ | 65.259 $ | |
|---|
| Turning Point Benefit Group, Inc. | 339.998 $ | +179.159 $ | 160.839 $ | | | | | |
|---|
| Pollock Investment Advisors, LLC | 339.536 $ | +16.549 $ | 322.987 $ | +2.678 $ | 320.309 $ | +42.149 $ | 278.160 $ | |
|---|
| INVESTMENT COUNSEL CO OF NEVADA | 269.137 $ | -70.319 $ | 339.456 $ | +279 $ | 339.177 $ | +52.264 $ | 286.913 $ | |
|---|
| Flagstone Financial Management | 339.074 $ | +60.440 $ | 278.634 $ | +228 $ | 278.406 $ | +51.046 $ | 227.360 $ | |
|---|
| Archer Investment Management, LLC | 338.844 $ | | | | | | | |
|---|
| Horizons Wealth Management | 337.459 $ | +16.448 $ | 321.011 $ | +263 $ | 320.748 $ | +38.783 $ | 281.965 $ | |
|---|
| ETF Portfolio Partners, Inc. | 336.997 $ | +16.425 $ | 320.572 $ | +263 $ | 320.309 $ | +42.529 $ | 277.780 $ | |
|---|
| Mullooly Asset Management, Inc. | 334.920 $ | +16.324 $ | 318.596 $ | | | | | |
|---|
| Constellation Investimentos e Participacoes Ltda | | | 333.527 $ | | | | | |
|---|
| Bare Financial Services, Inc | 333.304 $ | +38.421 $ | 294.883 $ | +117.941 $ | | | 176.942 $ | |
|---|
| HC Advisors, LLC | 333.087 $ | +11.184 $ | 321.903 $ | -8.512 $ | 330.415 $ | +53.575 $ | 276.840 $ | |
|---|
| Solutions 4 Wealth, Ltd | 205.891 $ | -118.414 $ | 324.305 $ | -8.510 $ | 332.815 $ | +18.886 $ | 313.929 $ | |
|---|
| Aull & Monroe Investment Management Corp | 304.682 $ | -27.967 $ | 332.649 $ | | | | | |
|---|
| Gladwyn Financial Advisors, Inc. | 331.546 $ | +17.494 $ | 314.052 $ | +257 $ | 313.795 $ | | | |
|---|
| Grove Street Fiduciary, LLC | 330.073 $ | +2.694 $ | 327.379 $ | +269 $ | 327.110 $ | +43.432 $ | 283.678 $ | |
|---|
| WealthTrak Capital Management LLC | 329.842 $ | +70.310 $ | 259.532 $ | +76.999 $ | 182.533 $ | +31.656 $ | 150.877 $ | |
|---|
| Cedar Mountain Advisors, LLC | 329.149 $ | +10.772 $ | 318.377 $ | +109.079 $ | 209.298 $ | +46.816 $ | 162.482 $ | |
|---|
| Mainsail Financial Group, LLC | 290.372 $ | -38.763 $ | 329.135 $ | +46.197 $ | 282.938 $ | +9.344 $ | 273.594 $ | |
|---|
| Keystone Global Partners, LLC | 328.688 $ | +16.020 $ | 312.668 $ | +257 $ | 312.411 $ | +41.481 $ | 270.930 $ | |
|---|
| Brave Warrior Advisors, LLC | 323.148 $ | +15.750 $ | 307.398 $ | +252 $ | 307.146 $ | +40.782 $ | 266.364 $ | |
|---|
| Ciovacco Capital Management LLC | 323.148 $ | +31.779 $ | 291.369 $ | +24.591 $ | 266.778 $ | | | |
|---|
| MUSTICO FINANCIAL GROUP, INC. | 322.739 $ | +61.191 $ | 261.548 $ | -24.253 $ | 285.801 $ | | | |
|---|
| Investment Planning Advisors, Inc. | 321.049 $ | | | | | | | |
|---|
| Yardley Wealth Management LLC | 320.840 $ | +15.637 $ | 305.203 $ | +304.872 $ | 331 $ | +44 $ | 287 $ | |
|---|
| BCM ADVISORS, LLC | 320.235 $ | +13.269 $ | 306.966 $ | +185 $ | 306.781 $ | +54.488 $ | 252.293 $ | |
|---|
| Aufman Associates Inc | 319.605 $ | +11.625 $ | 307.980 $ | -4.574 $ | 312.554 $ | +39.027 $ | 273.527 $ | |
|---|
| Socha Financial Group, LLC | | | 301.470 $ | -16.207 $ | 317.677 $ | +42.181 $ | 275.496 $ | |
|---|
| Oak Wealth Advisors LLC | 315.762 $ | +43.056 $ | 272.706 $ | +224 $ | 272.482 $ | +30.471 $ | 242.011 $ | |
|---|
| Family Legacy Financial Solutions, LLC | 262 $ | -267.394 $ | 267.656 $ | -48.046 $ | 315.702 $ | | | |
|---|
| Kendall Capital Management | 218.356 $ | +4.529 $ | 213.827 $ | -5.563 $ | 219.390 $ | -94.539 $ | 313.929 $ | |
|---|
| Team Financial Group, LLC | 312.069 $ | +15.210 $ | 296.859 $ | +244 $ | 296.615 $ | +50.228 $ | 246.387 $ | |
|---|
| Willis Investment Counsel | 310.453 $ | | | | | | | |
|---|
| Peirce Capital Management, LLC | 309.299 $ | +53.500 $ | 255.799 $ | +210 $ | 255.589 $ | +33.936 $ | 221.653 $ | |
|---|
| Ariston Services Group | 306.529 $ | +14.940 $ | 291.589 $ | | | | | |
|---|
| Wealth Forward, LLC | 306.067 $ | +81.666 $ | 224.401 $ | | | | | |
|---|
| FOCUS Wealth Advisors, LLC | 305.837 $ | | | | | | | |
|---|
| Orcam Financial Group | 304.682 $ | +14.850 $ | 289.832 $ | | | | | |
|---|
| Borer Denton & Associates, Inc. | 304.221 $ | +14.828 $ | 289.393 $ | | | | | |
|---|
| VISIONARY HORIZONS, LLC | 302.411 $ | +12.983 $ | 289.428 $ | | | | | |
|---|
| RBO & CO LLC | 276.292 $ | -25.836 $ | 302.128 $ | +247 $ | 301.881 $ | +35.327 $ | 266.554 $ | |
|---|
| CROSSPOINT FINANCIAL, LLC | 300.527 $ | +14.648 $ | 285.879 $ | | | | | |
|---|
| Prodigy Asset Management LLC | 300.297 $ | +14.636 $ | 285.661 $ | +235 $ | 285.426 $ | +83.560 $ | 201.866 $ | |
|---|
| MorganRosel Wealth Management, LLC | | | 299.553 $ | | | | | |
|---|
| Friedenthal Financial | 198.967 $ | -100.527 $ | 299.494 $ | +13.628 $ | 285.866 $ | +80.765 $ | 205.101 $ | |
|---|
| Triune Financial Partners, LLC | 226.649 $ | -9.857 $ | 236.506 $ | +1.320 $ | 235.186 $ | -62.951 $ | 298.137 $ | |
|---|
| Solitude Financial Services | | | | | 297.557 $ | +36.845 $ | 260.712 $ | |
|---|
| SpringVest Wealth Management LLC | 296.835 $ | +26.983 $ | 269.852 $ | | | | | |
|---|
| Newton One Investments LLC | 295.450 $ | +14.400 $ | 281.050 $ | +230 $ | 280.820 $ | +37.287 $ | 243.533 $ | |
|---|
| Strategic Financial Partners, Ltd. | 291.525 $ | +14.208 $ | 277.317 $ | +2.422 $ | 274.895 $ | +36.499 $ | 238.396 $ | |
|---|
| Measured Risk Portfolios, Inc. | 269.136 $ | -22.014 $ | 291.150 $ | +239 $ | 290.911 $ | +38.626 $ | 252.285 $ | |
|---|
| Ilmarinen Mutual Pension Insurance Co | 288.921 $ | -1.727 $ | 290.648 $ | +3.200 $ | 287.448 $ | +32.934 $ | 254.514 $ | |
|---|
| Waterford Advisors, LLC | 286.448 $ | +20.329 $ | 266.119 $ | +37.076 $ | 229.043 $ | +26.416 $ | 202.627 $ | |
|---|
| O'Brien Greene & Co. Inc | 285.986 $ | +13.939 $ | 272.047 $ | +881 $ | 271.166 $ | +36.005 $ | 235.161 $ | |
|---|
| CCLA Investment Management | 284.979 $ | +16.023 $ | 268.956 $ | +26.351 $ | 242.605 $ | +36.285 $ | 206.320 $ | |
|---|
| Financial Sense Advisors, Inc. | 284.832 $ | | | | | | | |
|---|
| Prairiewood Capital, LLC | 205.891 $ | -53.860 $ | 259.751 $ | -24.578 $ | 284.329 $ | | | |
|---|
| St. Louis Trust Co | 283.447 $ | +13.815 $ | 269.632 $ | | | | | |
|---|
| DRAVO BAY LLC | 282.754 $ | +56.158 $ | 226.596 $ | -14.075 $ | 240.671 $ | +11.408 $ | 229.263 $ | |
|---|
| IMPACTfolio, LLC | 282.754 $ | +13.781 $ | 268.973 $ | +10.093 $ | 258.880 $ | +34.373 $ | 224.507 $ | |
|---|
| Ridgeline Wealth, LLC | 282.408 $ | +30.012 $ | 252.396 $ | +15.126 $ | 237.270 $ | +31.504 $ | 205.766 $ | |
|---|
| Mokosak Advisory Group, LLC | 281.600 $ | +13.725 $ | 267.875 $ | | | | | |
|---|
| Members Advisory Group LLC | 279.984 $ | +13.646 $ | 266.338 $ | | | | | |
|---|
| Moisand Fitzgerald Tamayo, LLC | 279.111 $ | +28.314 $ | 250.797 $ | +39.696 $ | 211.101 $ | +24.224 $ | 186.877 $ | |
|---|
| EQ LLC | 278.877 $ | | | | | | | |
|---|
| Freestate Advisors LLC | 267.982 $ | +13.061 $ | 254.921 $ | -23.704 $ | 278.625 $ | +36.995 $ | 241.630 $ | |
|---|
| Seven Post Investment Office LP | 276.984 $ | +13.500 $ | 263.484 $ | +216 $ | 263.268 $ | +34.956 $ | 228.312 $ | |
|---|
| MidAtlantic Capital Management, Inc. | 276.522 $ | | | | | | | |
|---|
| Hill Investment Group Partners, LLC | 275.137 $ | +34.488 $ | 240.649 $ | +1.953 $ | 238.696 $ | | | |
|---|
| Hudson Capital Management LLC | 275.117 $ | +13.409 $ | 261.708 $ | +215 $ | 261.493 $ | +58.503 $ | 202.990 $ | |
|---|
| Astoria Strategic Wealth, Inc. | 274.907 $ | +13.399 $ | 261.508 $ | +215 $ | 261.293 $ | +34.693 $ | 226.600 $ | |
|---|
| Oceanside Advisors LLC | 274.807 $ | +13.394 $ | 261.413 $ | +214 $ | 261.199 $ | +34.790 $ | 226.409 $ | |
|---|
| State of Alaska, Department of Revenue | 266.746 $ | -3.752 $ | 270.498 $ | -4.095 $ | 274.593 $ | +27.926 $ | 246.667 $ | |
|---|
| John W. Brooker & Co., CPAs | 273.291 $ | | | | | | | |
|---|
| Strategic Equity Management | 258.057 $ | +12.578 $ | 245.479 $ | -26.126 $ | 271.605 $ | +36.063 $ | 235.542 $ | |
|---|
| MORTON COMMUNITY BANK | 238.821 $ | -31.775 $ | 270.596 $ | +60.421 $ | 210.175 $ | | | |
|---|
| Crabel Capital Management, LLC | | | 269.412 $ | | | | | |
|---|
| LM Advisors LLC | 269.201 $ | +210.047 $ | 59.154 $ | +327 $ | 58.827 $ | +11.513 $ | 47.314 $ | |
|---|
| Richmond Brothers, Inc. | 228.743 $ | -23.981 $ | 252.724 $ | -14.054 $ | 266.778 $ | | | |
|---|
| Estate Counselors, LLC | | | | | | | 266.364 $ | |
|---|
| Cascade Wealth Advisors, Inc | 266.096 $ | +6.518 $ | 259.578 $ | +26.867 $ | 232.711 $ | | | |
|---|
| Ipsen Advisor Group LLC | 244.637 $ | -20.384 $ | 265.021 $ | | | | | |
|---|
| ArborFi Advisors, LLC | 264.981 $ | +12.915 $ | 252.066 $ | +206 $ | 251.860 $ | | | |
|---|
| Sound Stewardship, LLC | | | 264.880 $ | +875 $ | 264.005 $ | +35.054 $ | 228.951 $ | |
|---|
| Border to Coast Pensions Partnership Ltd | 223.297 $ | -40.587 $ | 263.884 $ | +14.589 $ | 249.295 $ | +45.263 $ | 204.032 $ | |
|---|
| CAPITAL WEALTH MANAGEMENT, LLC | 263.366 $ | +23.376 $ | 239.990 $ | | | | | |
|---|
| Athena Investment Management | 263.366 $ | +12.837 $ | 250.529 $ | +205 $ | 250.324 $ | +33.237 $ | 217.087 $ | |
|---|
| Achmea Investment Management B.V. | | | 252.418 $ | -10.175 $ | 262.593 $ | +41.779 $ | 220.814 $ | |
|---|
| Alpha Financial Advisors, LLC | 258.288 $ | +16.102 $ | 242.186 $ | -19.985 $ | 262.171 $ | +36.903 $ | 225.268 $ | |
|---|
| Cushing Capital Partners, LLC | 261.519 $ | +15.161 $ | 246.358 $ | | | | | |
|---|
| CMT Capital Markets Trading GmbH | 260.143 $ | +88.834 $ | 171.309 $ | +53.497 $ | 117.812 $ | +1.539 $ | 116.273 $ | |
|---|
| Loudon Investment Management, LLC | 259.211 $ | +12.634 $ | 246.577 $ | +202 $ | 246.375 $ | +40.894 $ | 205.481 $ | |
|---|
| Giverny Capital Inc. | | | | | 257.564 $ | | | |
|---|
| Kinloch Capital, LLC | 254.364 $ | | | | | | | |
|---|
| Illumine Investment Management, LLC | 253.902 $ | +12.375 $ | 241.527 $ | +198 $ | 241.329 $ | +32.043 $ | 209.286 $ | |
|---|
| KIRR MARBACH & CO LLC /IN/ | 253.902 $ | +12.375 $ | 241.527 $ | +198 $ | 241.329 $ | +32.043 $ | 209.286 $ | |
|---|
| S&T BANK/PA | 240.052 $ | -13.551 $ | 253.603 $ | +111.876 $ | 141.727 $ | +57.823 $ | 83.904 $ | |
|---|
| Sharkey, Howes & Javer | 253.440 $ | +12.352 $ | 241.088 $ | +31.571 $ | 209.517 $ | | | |
|---|
| Cutler Capital Management, LLC | 231.974 $ | -20.971 $ | 252.945 $ | +6.131 $ | 246.814 $ | +32.771 $ | 214.043 $ | |
|---|
| Capital Markets Trading UK LLP | 247.538 $ | +92.114 $ | 155.424 $ | -1.093 $ | 156.517 $ | | | |
|---|
| Sage Financial Management Group, Inc. | 242.130 $ | -5.106 $ | 247.236 $ | +246.989 $ | 247 $ | +33 $ | 214 $ | |
|---|
| Uptown Financial Advisors LLC | 246.054 $ | +11.992 $ | 234.062 $ | | | | | |
|---|
| Miramar Capital, LLC | 244.669 $ | +11.925 $ | 232.744 $ | -2.003 $ | 234.747 $ | | | |
|---|
| Physician Wealth Solutions Inc. | | | | | | | 244.484 $ | |
|---|
| 1492 Capital Management LLC | 244.438 $ | +11.913 $ | 232.525 $ | +1.507 $ | 231.018 $ | +26.869 $ | 204.149 $ | |
|---|
| Farrow Financial, Inc. | 244.208 $ | +11.902 $ | 232.306 $ | +4.579 $ | 227.727 $ | +6.454 $ | 221.273 $ | |
|---|
| Retireful, LLC | 244.157 $ | +13.608 $ | 230.549 $ | | | | | |
|---|
| KEATING INVESTMENT COUNSELORS INC | 243.977 $ | +11.892 $ | 232.085 $ | +190 $ | 231.895 $ | | | |
|---|
| Main Line Retirement Advisors, LLC | 242.130 $ | +11.801 $ | 230.329 $ | +189 $ | 230.140 $ | | | |
|---|
| OPTIMAS CAPITAL Ltd | | | | | 241.110 $ | | | |
|---|
| GARDNER RUSSO & QUINN LLC | 240.053 $ | | | | | | | |
|---|
| CULTIVAR CAPITAL, INC. | | | | | | | 239.675 $ | |
|---|
| EnRich Financial Partners LLC | 228.681 $ | -10.811 $ | 239.492 $ | +576 $ | 238.916 $ | | | |
|---|
| Tumwater Wealth Management, LLC | 233.372 $ | -5.556 $ | | | 238.928 $ | +32.104 $ | 206.824 $ | |
|---|
| nVerses Capital, LLC | 234.974 $ | | | | | | | |
|---|
| Semanteon Capital Management, LP | | | 211.446 $ | -23.082 $ | 234.528 $ | | | |
|---|
| Cove Street Capital, LLC | | | 232.744 $ | +191 $ | 232.553 $ | +30.877 $ | 201.676 $ | |
|---|
| ADG Wealth Management Group, LLC | 232.205 $ | +28.444 $ | 203.761 $ | | | | | |
|---|
| LETSON INVESTMENT MANAGEMENT, INC. | 231.512 $ | +11.283 $ | 220.229 $ | | | | | |
|---|
| VPR Management LLC | 230.820 $ | | | | | | | |
|---|
| PURA VIDA INVESTMENTS, LLC | 230.820 $ | | | | | | | |
|---|
| Elevation Capital Advisory, LLC | 230.820 $ | +11.250 $ | 219.570 $ | | | | | |
|---|
| OAKLAND FINANCIAL CORP | 230.820 $ | +11.250 $ | 219.570 $ | | | | | |
|---|
| CMC Financial Group | | | | | | | 228.312 $ | |
|---|
| GFI Investment Counsel Ltd. | 228.281 $ | +115 $ | | | 228.166 $ | | | |
|---|
| BWM Planning, LLC | 227.695 $ | | | | | | | |
|---|
| Avalon Advisory Group | | | 226.596 $ | | | | | |
|---|
| Adalta Capital Management LLC | 223.895 $ | +10.912 $ | 212.983 $ | +175 $ | 212.808 $ | +28.256 $ | 184.552 $ | |
|---|
| Retirement Investment Advisors, Inc. | 221.587 $ | +10.800 $ | 210.787 $ | +173 $ | 210.614 $ | | | |
|---|
| Leverty Financial Group, LLC | | | | | 219.829 $ | | | |
|---|
| Prism Advisors, Inc. | 217.202 $ | +3.560 $ | 213.642 $ | -5.090 $ | 218.732 $ | | | |
|---|
| Applied Capital LLC | 216.740 $ | | | | | | | |
|---|
| Unconventional Investor, LLC | 203.352 $ | -7.216 $ | 210.568 $ | +4.122 $ | 206.446 $ | -8.738 $ | 215.184 $ | |
|---|
| Lowe Wealth Advisors, LLC | | | 212.983 $ | +175 $ | 212.808 $ | +27.304 $ | 185.504 $ | |
|---|
| Family CFO Inc | 210.508 $ | +10.260 $ | 200.248 $ | +164 $ | 200.084 $ | +26.567 $ | 173.517 $ | |
|---|
| DIAMANT ASSET MANAGEMENT, INC. | 210.277 $ | +10.249 $ | 200.028 $ | | | | | |
|---|
| Luminvest Wealth Management LLC | | | 209.250 $ | +171 $ | 209.079 $ | | | |
|---|
| S. R. Schill & Associates | 209.123 $ | +7.723 $ | | | 201.400 $ | | | |
|---|
| Uncommon Cents Investing LLC | 208.892 $ | | | | | | | |
|---|
| Compass Financial Group, Inc. | 208.661 $ | +8.358 $ | | | 200.303 $ | | | |
|---|
| Battery Global Advisors, LLC | 207.507 $ | +75.765 $ | 131.742 $ | +108 $ | 131.634 $ | +17.478 $ | 114.156 $ | |
|---|
| Gutierrez Wealth Advisory, LLC | | | | | 206.446 $ | +1.346 $ | 205.100 $ | |
|---|
| Marquette Asset Management, LLC | 204.507 $ | +19.409 $ | 185.098 $ | +171.934 $ | 13.164 $ | -13.473 $ | 26.637 $ | |
|---|
| Hippocratic Financial Advisors, LLC | 204.045 $ | | | | | | | |
|---|
| Lee-Kelleher Wealth Management | 204.045 $ | | | | | | | |
|---|
| Allie Family Office LLC | | | | | | | 203.578 $ | |
|---|
| Standard Family Office LLC | 198.505 $ | +9.675 $ | 188.830 $ | +155 $ | 188.675 $ | +25.051 $ | 163.624 $ | |
|---|
| Duquesne Family Office LLC | 193.413 $ | +97.446 $ | 95.967 $ | +69.946 $ | | | 26.021 $ | |
|---|
| HFM Investment Advisors, LLC | 189.504 $ | +81.256 $ | 108.248 $ | -131 $ | 108.379 $ | +25.806 $ | 82.573 $ | |
|---|
| Kiker Wealth Management, LLC | | | | | 184.068 $ | +8.268 $ | 175.800 $ | |
|---|
| PMV Capital Advisers, LLC | 183.964 $ | +25.654 $ | 158.310 $ | +40.059 $ | 118.251 $ | +19.126 $ | 99.125 $ | |
|---|
| STEPH & CO | 179.809 $ | +40.382 $ | 139.427 $ | +59.569 $ | 79.858 $ | +7.940 $ | 71.918 $ | |
|---|
| Bollard Group LLC | 172.813 $ | +233 $ | 172.580 $ | +1.474 $ | 171.106 $ | +34.923 $ | 136.183 $ | |
|---|
| Intermede Investment Partners Ltd | 115.211 $ | -3.116 $ | 118.327 $ | -33.585 $ | 151.912 $ | -20.629 $ | 172.541 $ | |
|---|
| SRH ADVISORS, LLC | 166.190 $ | +21.274 $ | 144.916 $ | +119 $ | 144.797 $ | +51.570 $ | 93.227 $ | |
|---|
| FUNDSMITH INVESTMENT SERVICES LTD. | 165.036 $ | | | | | | | |
|---|
| Morton Brown Family Wealth, LLC | 164.805 $ | +36.576 $ | 128.229 $ | -9.767 $ | 137.996 $ | +18.322 $ | 119.674 $ | |
|---|
| Richardson Capital Management LLC | 85.403 $ | +5.699 $ | 79.704 $ | +65 $ | 79.639 $ | -71.808 $ | 151.447 $ | |
|---|
| Financially Speaking Inc | 147.032 $ | +18.145 $ | 128.887 $ | +8.880 $ | 120.007 $ | +114.870 $ | 5.137 $ | |
|---|
| Stuart Chaussee & Associates, Inc. | | | 146.673 $ | | | | | |
|---|
| Spurstone Advisory Services, LLC | 84.480 $ | -9.056 $ | 93.536 $ | -45.118 $ | 138.654 $ | | | |
|---|
| Compass Financial Services Inc | 135.260 $ | +11.862 $ | 123.398 $ | +101 $ | 123.297 $ | +28.358 $ | 94.939 $ | |
|---|
| South Dakota Investment Council | 127.755 $ | +5.691 $ | 122.064 $ | -10.152 $ | 132.216 $ | +17.293 $ | 114.923 $ | |
|---|
| RAMSEY QUANTITATIVE SYSTEMS | | | | | 131.634 $ | | | |
|---|
| NWI MANAGEMENT LP | 130.875 $ | +58.088 $ | 72.787 $ | +38.540 $ | | | 34.247 $ | |
|---|
| Atlantic Private Wealth, LLC | 129.772 $ | +16.645 $ | 113.127 $ | | | | | |
|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 128.285 $ | +9.923 $ | 118.362 $ | +1.909 $ | 116.453 $ | +18.887 $ | 97.566 $ | |
|---|
| BROADWATER CAPITAL MANAGEMENT LLC | 120.026 $ | +5.850 $ | 114.176 $ | +93 $ | 114.083 $ | +15.148 $ | 98.935 $ | |
|---|
| Triple Frond Partners LLC | 110.455 $ | -8.212 $ | 118.667 $ | +11.782 $ | 106.885 $ | | | |
|---|
| Annandale Capital, LLC | 12.152 $ | -103.445 $ | 115.597 $ | +103.942 $ | 11.655 $ | +1.734 $ | 9.921 $ | |
|---|
| SHELL ASSET MANAGEMENT CO | | | 29.615 $ | -85.770 $ | 115.385 $ | +34.296 $ | 81.089 $ | |
|---|
| MASECO LLP | | | | | 114.736 $ | | | |
|---|
| Luminist Capital LLC | 114.367 $ | +109.954 $ | 4.413 $ | -9.476 $ | 13.889 $ | -5.328 $ | 19.217 $ | |
|---|
| Gulf International Bank (UK) Ltd | 112.126 $ | +5.957 $ | 106.169 $ | -1.503 $ | 107.672 $ | +4.222 $ | 103.450 $ | |
|---|
| Inspire Investing, LLC | 110.794 $ | | | | | | | |
|---|
| West Financial Advisors, LLC | 109.640 $ | +21.884 $ | | | 87.756 $ | +11.652 $ | 76.104 $ | |
|---|
| Mendota Financial Group, LLC | 108.255 $ | +5.276 $ | 102.979 $ | +85 $ | 102.894 $ | +13.662 $ | 89.232 $ | |
|---|
| POM Investment Strategies, LLC | 106.870 $ | +62.693 $ | 44.177 $ | +19.633 $ | | | 24.544 $ | |
|---|
| Your Advocates Ltd., LLP | 106.870 $ | +4.111 $ | 102.759 $ | +962 $ | 101.797 $ | +17.892 $ | 83.905 $ | |
|---|
| HANTZ FINANCIAL SERVICES, INC. | 96.777 $ | +276 $ | 96.501 $ | -9.194 $ | 105.695 $ | -693 $ | 106.388 $ | |
|---|
| WINNOW WEALTH LLC | 105.336 $ | +14.916 $ | 90.420 $ | -14.010 $ | 104.430 $ | +22.889 $ | 81.541 $ | |
|---|
| Accordant Advisory Group Inc | 86.789 $ | +4.230 $ | 82.559 $ | -21.871 $ | 104.430 $ | +19.574 $ | 84.856 $ | |
|---|
| Bruce G. Allen Investments, LLC | | | 98.148 $ | -5.404 $ | 103.552 $ | +92.517 $ | 11.035 $ | |
|---|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 102.599 $ | +6.405 $ | 96.194 $ | -491 $ | 96.685 $ | +12.837 $ | 83.848 $ | |
|---|
| CADEN CAPITAL PARTNERS, LP | 102.253 $ | | | | | | | |
|---|
| Harvest Fund Management Co., Ltd | 96.754 $ | +8.045 $ | 88.709 $ | -9.054 $ | 97.763 $ | -3.501 $ | 101.264 $ | |
|---|
| PGGM Investments | | | | | | | 101.086 $ | |
|---|
| Advantage Trust Co | | | | | 98.726 $ | +13.109 $ | 85.617 $ | |
|---|
| IFS Advisors, LLC | 98.098 $ | +4.781 $ | 93.317 $ | +2.929 $ | 90.388 $ | +26.461 $ | 63.927 $ | |
|---|
| WEDBUSH SECURITIES INC | 96.327 $ | +7.216 $ | 89.111 $ | +208 $ | 88.903 $ | +2.214 $ | 86.689 $ | |
|---|
| Clarity Asset Management, Inc. | 70.631 $ | +3.443 $ | 67.188 $ | -28.466 $ | 95.654 $ | +37.434 $ | 58.220 $ | |
|---|
| PARK AVENUE SECURITIES LLC | 93.872 $ | +6.827 $ | 87.045 $ | +5.411 $ | 81.634 $ | | | |
|---|
| MJT & Associates Financial Advisory Group, Inc. | 91.174 $ | +4.443 $ | 86.731 $ | +7.092 $ | 79.639 $ | +20.658 $ | 58.981 $ | |
|---|
| Uniplan Investment Counsel, Inc. | 89.424 $ | +45.291 $ | 44.133 $ | -16.422 $ | 60.555 $ | +47.568 $ | 12.987 $ | |
|---|
| Ruedi Wealth Management, Inc. | | | | | | | 89.232 $ | |
|---|
| MARYLAND CAPITAL ADVISORS INC. | 84.481 $ | +59.010 $ | 25.471 $ | -20.821 $ | 46.292 $ | +24.221 $ | 22.071 $ | |
|---|
| CGC Financial Services, LLC | 81.479 $ | +3.971 $ | 77.508 $ | +63 $ | 77.445 $ | +10.283 $ | 67.162 $ | |
|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 75.814 $ | +3.443 $ | 72.371 $ | +286 $ | 72.085 $ | +9.130 $ | 62.955 $ | |
|---|
| Access Investment Management LLC | 74.215 $ | +0 $ | 74.215 $ | +61 $ | 74.154 $ | | | |
|---|
| Vestcor Inc | 64.847 $ | +2.718 $ | 62.129 $ | -1.627 $ | 63.756 $ | +12.547 $ | 51.209 $ | |
|---|
| VESTOR CAPITAL, LLC | 62.312 $ | +11.401 $ | 50.911 $ | +16.722 $ | 34.189 $ | -23.141 $ | 57.330 $ | |
|---|
| Koesten, Hirschmann & Crabtree, INC. | | | | | | | 62.291 $ | |
|---|
| Wells Financial Advisors INC | | | 61.480 $ | +51 $ | 61.429 $ | +8.156 $ | 53.273 $ | |
|---|
| BOSTON FAMILY OFFICE LLC | 59.701 $ | +3.328 $ | 56.373 $ | -159 $ | 56.532 $ | +9.367 $ | 47.165 $ | |
|---|
| Avalon Global Asset Management LLC | 25.298 $ | +1.233 $ | 24.065 $ | +20 $ | 24.045 $ | -34.859 $ | 58.904 $ | |
|---|
| Baskin Financial Services Inc. | 55.286 $ | +2.277 $ | 53.009 $ | +49 $ | 52.960 $ | +7.112 $ | 45.848 $ | |
|---|
| PayPay Securities Corp | 54.704 $ | -209 $ | 54.913 $ | +21.127 $ | 33.786 $ | +11.105 $ | 22.681 $ | |
|---|
| Wesleyan Assurance Society | 54.400 $ | +2.979 $ | 51.421 $ | +435 $ | 50.986 $ | +16.115 $ | 34.871 $ | |
|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2.359 $ | -51.044 $ | 53.403 $ | +51.500 $ | | | 1.903 $ | |
|---|
| Prudent Man Investment Management, Inc. | 52.858 $ | +26.092 $ | 26.766 $ | +0 $ | 26.766 $ | +0 $ | 26.766 $ | |
|---|
| Fairway Wealth LLC | 51.011 $ | +26.200 $ | 24.811 $ | +13.183 $ | 11.628 $ | +1.544 $ | 10.084 $ | |
|---|
| Compass Planning Associates Inc | | | | | 50.679 $ | +6.729 $ | 43.950 $ | |
|---|
| AM INVESTMENT STRATEGIES LLC | 46.200 $ | +2.304 $ | 43.896 $ | -1.046 $ | 44.942 $ | -4.320 $ | 49.262 $ | |
|---|
| INGALLS & SNYDER LLC | 48.324 $ | +2.944 $ | 45.380 $ | +1.016 $ | 44.364 $ | +7.889 $ | 36.475 $ | |
|---|
| Ryan Investment Management, Inc. | | | | | 48.266 $ | | | |
|---|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | | | 47.464 $ | -8 $ | 47.472 $ | +4.918 $ | 42.554 $ | |
|---|
| Inlight Wealth Management, LLC | 45.933 $ | +2.239 $ | 43.694 $ | +35 $ | 43.659 $ | +4.085 $ | 39.574 $ | |
|---|
| AMS Capital Ltda | 36.101 $ | -9.416 $ | 45.517 $ | +13.431 $ | 32.086 $ | +257 $ | 31.829 $ | |
|---|
| CENTAURUS FINANCIAL, INC. | 45.218 $ | +718 $ | 44.500 $ | +8.020 $ | | | 36.480 $ | |
|---|
| S&CO INC | 43.988 $ | +2.470 $ | 41.518 $ | +3.690 $ | 37.828 $ | +6.865 $ | 30.963 $ | |
|---|
| Virtu Financial LLC | | | 42.503 $ | +22.955 $ | 19.548 $ | -5.628 $ | 25.176 $ | |
|---|
| GW&K Investment Management, LLC | 27.921 $ | -1.640 $ | 29.561 $ | -12.282 $ | 41.843 $ | +5.011 $ | 36.832 $ | |
|---|
| MilWealth Group LLC | 41.317 $ | +19.360 $ | 21.957 $ | +18 $ | 21.939 $ | +2.913 $ | 19.026 $ | |
|---|
| ZynergyRetirementPlanningLLC | | | | | | | 41.245 $ | |
|---|
| JTC Employer Solutions Trustee Ltd | 10.312 $ | +505 $ | 9.807 $ | +84 $ | 9.723 $ | -31.162 $ | 40.885 $ | |
|---|
| THOROUGHBRED FINANCIAL SERVICES, LLC | 39.489 $ | +2.618 $ | 36.871 $ | +105 $ | 36.766 $ | -2.034 $ | 38.800 $ | |
|---|
| Vancity Investment Management Ltd | 39.316 $ | +459 $ | 38.857 $ | +728 $ | 38.129 $ | +3.511 $ | 34.618 $ | |
|---|
| Reynders McVeigh Capital Management, LLC | 38.017 $ | +1.161 $ | 36.856 $ | -1.855 $ | 38.711 $ | +7.363 $ | 31.348 $ | |
|---|
| PRAXIS INVESTMENT MANAGEMENT INC | 34.559 $ | -3.866 $ | 38.425 $ | +32 $ | 38.393 $ | +4.681 $ | 33.712 $ | |
|---|
| CX Institutional | 37.279 $ | +3.206 $ | 34.073 $ | +4.154 $ | 29.919 $ | +7.860 $ | 22.059 $ | |
|---|
| Maxi Investments CY Ltd | 34.509 $ | +23.058 $ | 11.451 $ | -12.785 $ | 24.236 $ | -11.415 $ | 35.651 $ | |
|---|
| ESL Trust Services, LLC | 23.082 $ | +1.125 $ | 21.957 $ | +18 $ | 21.939 $ | -13.640 $ | 35.579 $ | |
|---|
| AMICA MUTUAL INSURANCE CO | 35.437 $ | +219 $ | 35.218 $ | +29 $ | 35.189 $ | +3.570 $ | 31.619 $ | |
|---|
| COOPER CREEK PARTNERS MANAGEMENT LLC | 20.323 $ | -8.890 $ | 29.213 $ | -5.461 $ | 34.674 $ | +4.604 $ | 30.070 $ | |
|---|
| ABNER HERRMAN & BROCK LLC | 34.241 $ | +1.566 $ | 32.675 $ | | | | | |
|---|
| PROFESSIONAL ADVISORY SERVICES INC | 33.350 $ | +1.806 $ | 31.544 $ | -253 $ | 31.797 $ | +3.756 $ | 28.041 $ | |
|---|
| Westwind Capital | 32.105 $ | +759 $ | 31.346 $ | +392 $ | 30.954 $ | +4.361 $ | 26.593 $ | |
|---|
| JACOBS & CO/CA | 32.060 $ | +1.451 $ | 30.609 $ | -274 $ | 30.883 $ | +4.099 $ | 26.784 $ | |
|---|
| BIRINYI ASSOCIATES INC | 31.767 $ | -167 $ | 31.934 $ | +165 $ | 31.769 $ | +4.563 $ | 27.206 $ | |
|---|
| WoodTrust Financial Corp | 27.529 $ | +1.590 $ | 25.939 $ | -5.362 $ | 31.301 $ | +8.998 $ | 22.303 $ | |
|---|
| CSM Advisors, LLC | 20.971 $ | +1.272 $ | 19.699 $ | -9.437 $ | 29.136 $ | +4.148 $ | 24.988 $ | |
|---|
| NEVILLE RODIE & SHAW INC | 28.543 $ | +1.335 $ | 27.208 $ | +430 $ | 26.778 $ | +5.610 $ | 21.168 $ | |
|---|
| CARDEROCK CAPITAL MANAGEMENT INC | | | | | 27.424 $ | | | |
|---|
| VALICENTI ADVISORY SERVICES INC | 26.884 $ | +1.470 $ | 25.414 $ | -1.786 $ | 27.200 $ | +3.576 $ | 23.624 $ | |
|---|
| Covington Investment Advisors Inc. | 27.056 $ | +865 $ | 26.191 $ | +393 $ | 25.798 $ | +4.913 $ | 20.885 $ | |
|---|
| Sellwood Investment Partners LLC | | | 27.007 $ | | | | | |
|---|
| SlateStone Wealth, LLC | 26.475 $ | +2.442 $ | 24.033 $ | -183 $ | 24.216 $ | +3.736 $ | 20.480 $ | |
|---|
| Parkwood LLC | 26.330 $ | +3.869 $ | 22.461 $ | +12.320 $ | 10.141 $ | -6.044 $ | 16.185 $ | |
|---|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 26.155 $ | +1.066 $ | 25.089 $ | +21.051 $ | 4.038 $ | +991 $ | 3.047 $ | |
|---|
| PAYDEN & RYGEL | | | | | 25.208 $ | +13.888 $ | 11.320 $ | |
|---|
| Svenska Handelsbanken AB (publ) | | | | | | | 25.183 $ | |
|---|
| NKCFO LLC | 24.014 $ | +3.321 $ | 20.693 $ | +741 $ | 19.952 $ | +2.649 $ | 17.303 $ | |
|---|
| Bayforest Capital Ltd | 2.539 $ | -21.175 $ | 23.714 $ | +22.836 $ | 878 $ | -9.016 $ | 9.894 $ | |
|---|
| LSV ASSET MANAGEMENT | 23.590 $ | +4.272 $ | 19.318 $ | +19.107 $ | 211 $ | +150 $ | 61 $ | |
|---|
| Bulwark Capital Corp | 23.082 $ | +1.125 $ | 21.957 $ | +18 $ | 21.939 $ | | | |
|---|
| Nicollet Investment Management, Inc. | 22.857 $ | +1.131 $ | 21.726 $ | -844 $ | 22.570 $ | +1.882 $ | 20.688 $ | |
|---|
| PHYSICIANS FINANCIAL SERVICES, INC. | 22.843 $ | +907 $ | 21.936 $ | -35 $ | 21.971 $ | | | |
|---|
| Lakehouse Capital Pty Ltd | 12.352 $ | -10.383 $ | 22.735 $ | +1.975 $ | 20.760 $ | -437 $ | 21.197 $ | |
|---|
| ROSS\JOHNSON & Associates LLC | 22.621 $ | +20.425 $ | 2.196 $ | +2 $ | 2.194 $ | -4.465 $ | 6.659 $ | |
|---|
| DILLON & ASSOCIATES INC | 22.474 $ | +1.232 $ | 21.242 $ | +427 $ | 20.815 $ | +3.661 $ | 17.154 $ | |
|---|
| Gifford Fong Associates | 22.342 $ | +1.089 $ | 21.253 $ | +18 $ | 21.235 $ | +2.819 $ | 18.416 $ | |
|---|
| M Holdings Securities, Inc. | 22.157 $ | +14.742 $ | 7.415 $ | | | | | |
|---|
| PHILADELPHIA TRUST CO | 21.984 $ | +913 $ | 21.071 $ | +101 $ | 20.970 $ | +3.079 $ | 17.891 $ | |
|---|
| SHIKIAR ASSET MANAGEMENT INC | 21.387 $ | +684 $ | 20.703 $ | +128 $ | 20.575 $ | +1.033 $ | 19.542 $ | |
|---|
| CIGNA INVESTMENTS INC /NEW | 21.383 $ | +828 $ | 20.555 $ | -123 $ | 20.678 $ | +2.694 $ | 17.984 $ | |
|---|
| Capital Analysts, LLC | 18.913 $ | -2.013 $ | 20.926 $ | -8 $ | 20.934 $ | +3.273 $ | 17.661 $ | |
|---|
| EMC Capital Management | 20.838 $ | +1.903 $ | 18.935 $ | +16 $ | 18.919 $ | +2.295 $ | 16.624 $ | |
|---|
| Arete Wealth Advisors, LLC | 18.856 $ | -616 $ | 19.472 $ | +1.081 $ | 18.391 $ | +412 $ | 17.979 $ | |
|---|
| ALGERT GLOBAL LLC | 18.756 $ | +3.789 $ | 14.967 $ | +133 $ | 14.834 $ | +1.576 $ | 13.258 $ | |
|---|
| King Wealth Management Group | 17.604 $ | +1.545 $ | 16.059 $ | +2.782 $ | 13.277 $ | +2.502 $ | 10.775 $ | |
|---|
| Verde Servicos Internacionais S.A. | 17.597 $ | +8.353 $ | 9.244 $ | +250 $ | 8.994 $ | +1.552 $ | 7.442 $ | |
|---|
| QV Investors Inc. | 14.999 $ | -1.436 $ | 16.435 $ | -1.132 $ | 17.567 $ | +2.008 $ | 15.559 $ | |
|---|
| Guardian Wealth Management, Inc. | | | | | | | 17.123 $ | |
|---|
| Sierra Capital LLC | 15.958 $ | +1.105 $ | 14.853 $ | +15 $ | 14.838 $ | +1.908 $ | 12.930 $ | |
|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 14.889 $ | +13.683 $ | 1.206 $ | -3 $ | 1.209 $ | +130 $ | 1.079 $ | |
|---|
| WealthBridge Investment Counsel Inc. | 13.137 $ | +717 $ | 12.420 $ | -66 $ | 12.486 $ | +1.914 $ | 10.572 $ | |
|---|
| Janney Capital Management LLC | 13.033 $ | +517 $ | 12.516 $ | | | | | |
|---|
| Smithfield Trust Co | 12.098 $ | +712 $ | 11.386 $ | +9 $ | 11.377 $ | +1.399 $ | 9.978 $ | |
|---|
| Community Bank & Trust, Waco, Texas | 11.524 $ | +434 $ | 11.090 $ | -86 $ | 11.176 $ | +1.371 $ | 9.805 $ | |
|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 10.804 $ | -686 $ | 11.490 $ | +1.406 $ | 10.084 $ | +2.594 $ | 7.490 $ | |
|---|
| Brick & Kyle, Associates | 10.852 $ | +527 $ | 10.325 $ | -107 $ | 10.432 $ | +1.207 $ | 9.225 $ | |
|---|
| PFC CAPITAL GROUP, INC. | 10.343 $ | +399 $ | 9.944 $ | +105 $ | 9.839 $ | +500 $ | 9.339 $ | |
|---|
| HENDLEY & CO INC | 9.734 $ | -466 $ | 10.200 $ | -84 $ | 10.284 $ | +3.573 $ | 6.711 $ | |
|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10.018 $ | +3.124 $ | 6.894 $ | +1.980 $ | 4.914 $ | -299 $ | 5.213 $ | |
|---|
| Summit Global Investments | 9.916 $ | +5.097 $ | 4.819 $ | -55 $ | 4.874 $ | +3.758 $ | 1.116 $ | |
|---|
| MOUNT VERNON ASSOCIATES INC /MD/ | 9.836 $ | +524 $ | 9.312 $ | -170 $ | 9.482 $ | +1.149 $ | 8.333 $ | |
|---|
| ASSET PLANNING SERVICES INC /LA/ /ADV | 9.400 $ | -275 $ | 9.675 $ | +116 $ | 9.559 $ | +1.122 $ | 8.437 $ | |
|---|
| Eagle Capital Management, LLC | 9.615 $ | +361 $ | 9.254 $ | -298 $ | 9.552 $ | +1.203 $ | 8.349 $ | |
|---|
| TSFG, LLC | 9.344 $ | +448 $ | 8.896 $ | -31 $ | 8.927 $ | +1.159 $ | 7.768 $ | |
|---|
| WENDELL DAVID ASSOCIATES INC | 9.335 $ | +768 $ | 8.567 $ | +7 $ | 8.560 $ | +914 $ | 7.646 $ | |
|---|
| Quantitative Investment Management, LLC | 2.908 $ | -6.416 $ | | | 9.324 $ | | | |
|---|
| FIDUCIARY ADVISORS, INC. | 9.233 $ | +450 $ | 8.783 $ | +7 $ | 8.776 $ | +1.165 $ | 7.611 $ | |
|---|
| RD Finance Ltd | 9.221 $ | +6.224 $ | 2.997 $ | -5.425 $ | 8.422 $ | +1.118 $ | 7.304 $ | |
|---|
| THOMPSON SIEGEL & WALMSLEY LLC | 9.202 $ | +520 $ | 8.682 $ | +6 $ | 8.676 $ | +4.161 $ | 4.515 $ | |
|---|
| Peloton Wealth Strategists | 9.009 $ | +241 $ | 8.768 $ | -141 $ | 8.909 $ | +1.071 $ | 7.838 $ | |
|---|
| Trust Co of Kansas | 8.970 $ | +482 $ | 8.488 $ | -120 $ | 8.608 $ | +111 $ | 8.497 $ | |
|---|
| Acorns Advisers, LLC | 8.762 $ | +1.370 $ | 7.392 $ | +968 $ | 6.424 $ | +1.710 $ | 4.714 $ | |
|---|
| White Pine Investment CO | 8.425 $ | +335 $ | 8.090 $ | -84 $ | 8.174 $ | +1.062 $ | 7.112 $ | |
|---|
| VALLEY NATIONAL ADVISERS INC | 8.307 $ | +1.088 $ | 7.219 $ | -531 $ | 7.750 $ | +949 $ | 6.801 $ | |
|---|
| CHASE INVESTMENT COUNSEL CORP | 8.096 $ | +506 $ | 7.590 $ | -712 $ | 8.302 $ | +2.427 $ | 5.875 $ | |
|---|
| AR ASSET MANAGEMENT INC | 7.946 $ | +387 $ | 7.559 $ | +6 $ | 7.553 $ | +1.055 $ | 6.498 $ | |
|---|
| LaSalle St. Investment Advisors, LLC | 7.887 $ | +685 $ | 7.202 $ | +130 $ | 7.072 $ | +545 $ | 6.527 $ | |
|---|
| BOSTON RESEARCH & MANAGEMENT INC | 7.741 $ | -113 $ | 7.854 $ | +218 $ | 7.636 $ | +1.084 $ | 6.552 $ | |
|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | 7.533 $ | +660 $ | 6.873 $ | +69 $ | 6.804 $ | +1.129 $ | 5.675 $ | |
|---|
| TOBAM | 7.501 $ | +6.846 $ | 655 $ | +28 $ | 627 $ | +109 $ | 518 $ | |
|---|
| Redwood Investment Management, LLC | 7.322 $ | +2.384 $ | 4.938 $ | +616 $ | 4.322 $ | -333 $ | 4.655 $ | |
|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 7.135 $ | +837 $ | 6.298 $ | +27 $ | 6.271 $ | +1.007 $ | 5.264 $ | |
|---|
| SOL Capital Management CO | 7.055 $ | +28 $ | 7.027 $ | +119 $ | 6.908 $ | +1.060 $ | 5.848 $ | |
|---|
| Investor's Fiduciary Advisor Network, LLC | 6.860 $ | +694 $ | 6.166 $ | -31 $ | 6.197 $ | +1.637 $ | 4.560 $ | |
|---|
| Hanson & Doremus Investment Management | 6.210 $ | +166 $ | 6.044 $ | -594 $ | 6.638 $ | +679 $ | 5.959 $ | |
|---|
| STONERIDGE INVESTMENT PARTNERS LLC | 6.408 $ | +2.694 $ | 3.714 $ | +142 $ | 3.572 $ | -652 $ | 4.224 $ | |
|---|
| STEVENS CAPITAL MANAGEMENT LP | | | 2.671 $ | +1.555 $ | 1.116 $ | -5.287 $ | 6.403 $ | |
|---|
| GSA CAPITAL PARTNERS LLP | 2.625 $ | +208 $ | 2.417 $ | -3.815 $ | 6.232 $ | +4.063 $ | 2.169 $ | |
|---|
| Beaton Management Co. Inc. | 6.205 $ | +212 $ | 5.993 $ | +38 $ | 5.955 $ | +810 $ | 5.145 $ | |
|---|
| DOHENY ASSET MANAGEMENT /CA | 6.171 $ | +1.180 $ | 4.991 $ | +1.081 $ | 3.910 $ | +528 $ | 3.382 $ | |
|---|
| SENTRY INVESTMENT MANAGEMENT LLC | 5.851 $ | +183 $ | 5.668 $ | -472 $ | 6.140 $ | +1.364 $ | 4.776 $ | |
|---|
| Ceeto Capital Group, LLC | 6.047 $ | +20 $ | 6.027 $ | +531 $ | 5.496 $ | +854 $ | 4.642 $ | |
|---|
| HAZLETT, BURT & WATSON, INC. | 5.584 $ | +338 $ | 5.246 $ | +578 $ | 4.668 $ | +431 $ | 4.237 $ | |
|---|
| Otter Creek Advisors, LLC | | | 5.498 $ | | | | | |
|---|
| Hayek Kallen Investment Management | 5.498 $ | +306 $ | 5.192 $ | +26 $ | 5.166 $ | +1.097 $ | 4.069 $ | |
|---|
| CYBER HORNET ETFs LLC | | | | | 5.416 $ | | | |
|---|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 5.009 $ | -151 $ | 5.160 $ | +12 $ | 5.148 $ | +746 $ | 4.402 $ | |
|---|
| Penserra Capital Management LLC | 4.136 $ | -1.011 $ | 5.147 $ | +347 $ | 4.800 $ | +287 $ | 4.513 $ | |
|---|
| Ulland Investment Advisors, LLC | 5.049 $ | -52 $ | 5.101 $ | +96 $ | 5.005 $ | +599 $ | 4.406 $ | |
|---|
| FLOW TRADERS U.S. LLC | | | 4.996 $ | +4.607 $ | | | 389 $ | |
|---|
| CKW FINANCIAL GROUP | 415 $ | -3.249 $ | 3.664 $ | -1.287 $ | 4.951 $ | +635 $ | 4.316 $ | |
|---|
| Greenwich Wealth Management LLC | 4.910 $ | +1.461 $ | 3.449 $ | +89 $ | 3.360 $ | +420 $ | 2.940 $ | |
|---|
| NATURAL INVESTMENTS, LLC | 4.907 $ | +343 $ | 4.564 $ | | | | | |
|---|
| X-Square Capital, LLC | 4.855 $ | +188 $ | 4.667 $ | +53 $ | 4.614 $ | +634 $ | 3.980 $ | |
|---|
| CONQUIS FINANCIAL LLC | 2.539 $ | -2.072 $ | 4.611 $ | | | | | |
|---|
| Aspen Investment Management Inc | 4.585 $ | +1.385 $ | 3.200 $ | +358 $ | 2.842 $ | -245 $ | 3.087 $ | |
|---|
| Pinnacle West Asset Management, Inc. | 4.402 $ | +132 $ | 4.270 $ | +22 $ | 4.248 $ | +542 $ | 3.706 $ | |
|---|
| ELKHORN PARTNERS LIMITED PARTNERSHIP | | | 4.391 $ | | | | | |
|---|
| William B. Walkup & Associates, Inc. | 3.924 $ | | | | | | | |
|---|
| Hemington Wealth Management | | | 3.880 $ | | | | | |
|---|
| Banco de Sabadell, S.A | 3.710 $ | +482 $ | 3.228 $ | +282 $ | 2.946 $ | +400 $ | 2.546 $ | |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 3.631 $ | +106 $ | 3.525 $ | +34 $ | 3.491 $ | +501 $ | 2.990 $ | |
|---|
| FNY Investment Advisers, LLC | 2.517 $ | +1.206 $ | 1.311 $ | +110 $ | 1.201 $ | -2.333 $ | 3.534 $ | |
|---|
| Select Asset Management & Trust | 3.512 $ | +152 $ | 3.360 $ | +3 $ | 3.357 $ | +1.560 $ | 1.797 $ | |
|---|
| Alexis Investment Partners, LLC | 3.462 $ | +168 $ | 3.294 $ | | | | | |
|---|
| Canal Insurance CO | 3.462 $ | +168 $ | 3.294 $ | +3 $ | 3.291 $ | | | |
|---|
| A. D. Beadell Investment Counsel, Inc. | 3.390 $ | +184 $ | 3.206 $ | -115 $ | 3.321 $ | +482 $ | 2.839 $ | |
|---|
| Cloud Capital Management, LLC | 3.389 $ | +417 $ | 2.972 $ | -64 $ | 3.036 $ | | | |
|---|
| Cunning Capital Partners, LP | 3.333 $ | +162 $ | 3.171 $ | +3 $ | 3.168 $ | +421 $ | 2.747 $ | |
|---|
| Amica Retiree Medical Trust | | | 3.218 $ | | | | | |
|---|
| Capital Advisors, Ltd. LLC | 3.104 $ | +151 $ | 2.953 $ | +271 $ | 2.682 $ | +296 $ | 2.386 $ | |
|---|
| First PREMIER Bank | 3.073 $ | +62 $ | 3.011 $ | -63 $ | 3.074 $ | +411 $ | 2.663 $ | |
|---|
| Revere Asset Management, Inc | 3.025 $ | | | | | | | |
|---|
| Betterment LLC | 2.838 $ | +1.410 $ | 1.428 $ | +105 $ | 1.323 $ | +101 $ | 1.222 $ | |
|---|
| Arkos Global Advisors | 1.570 $ | -1.137 $ | 2.707 $ | +1.417 $ | 1.290 $ | +184 $ | 1.106 $ | |
|---|
| Palisades Hudson Asset Management, L.P. | 2.694 $ | +134 $ | 2.560 $ | +2 $ | 2.558 $ | +341 $ | 2.217 $ | |
|---|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2.636 $ | +175 $ | 2.461 $ | +77 $ | 2.384 $ | +237 $ | 2.147 $ | |
|---|
| Avion Wealth | 2.594 $ | +522 $ | 2.072 $ | | | | | |
|---|
| ROVIN CAPITAL /UT/ /ADV | 2.477 $ | +76 $ | 2.401 $ | +164 $ | 2.237 $ | +507 $ | 1.730 $ | |
|---|
| Lester Murray Antman dba SimplyRich | 2.457 $ | -19 $ | 2.476 $ | +2 $ | 2.474 $ | | | |
|---|
| FDx Advisors, Inc. | 2.179 $ | -112 $ | 2.291 $ | -123 $ | 2.414 $ | +314 $ | 2.100 $ | |
|---|
| von Borstel & Associates, Inc. | | | 2.359 $ | +2.293 $ | | | 66 $ | |
|---|
| Cohalo Advisory LLC | 2.308 $ | +112 $ | 2.196 $ | +2 $ | 2.194 $ | +291 $ | 1.903 $ | |
|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2.256 $ | -25 $ | 2.281 $ | +21 $ | 2.260 $ | +290 $ | 1.970 $ | |
|---|
| Columbia River Financial Group, LLC | 2.118 $ | -161 $ | 2.279 $ | +337 $ | 1.942 $ | +196 $ | 1.746 $ | |
|---|
| WARNER FINANCIAL, INC | 2.221 $ | +987 $ | 1.234 $ | +44 $ | 1.190 $ | +158 $ | 1.032 $ | |
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| Brentview Investment Management LLC | | | | | 2.194 $ | +291 $ | 1.903 $ | |
|---|
| Wayfinding Financial, LLC | 2.189 $ | +59 $ | 2.130 $ | +72 $ | 2.058 $ | +452 $ | 1.606 $ | |
|---|
| Centerpoint Advisors, LLC | 2.175 $ | +128 $ | 2.047 $ | +110 $ | 1.937 $ | +259 $ | 1.678 $ | |
|---|
| MAGNOLIA CAPITAL MANAGEMENT LTD | 1.917 $ | +100 $ | 1.817 $ | -104 $ | 1.921 $ | +217 $ | 1.704 $ | |
|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1.804 $ | +656 $ | 1.148 $ | +103 $ | 1.045 $ | +134 $ | 911 $ | |
|---|
| Old North State Trust, LLC | | | 1.786 $ | +50 $ | 1.736 $ | +189 $ | 1.547 $ | |
|---|
| SENTINEL TRUST CO LBA | 1.613 $ | +551 $ | 1.062 $ | +1 $ | 1.061 $ | +112 $ | 949 $ | |
|---|
| Wood Tarver Financial Group, LLC | 1.590 $ | +65 $ | 1.525 $ | -6 $ | 1.531 $ | | | |
|---|
| MOSAIC FINANCIAL GROUP, LLC | 1.459 $ | +12 $ | 1.447 $ | +1 $ | 1.446 $ | +192 $ | 1.254 $ | |
|---|
| SoundView Advisors Inc. | | | 1.438 $ | | | | | |
|---|
| Colorado Capital Management, Inc. | 1.375 $ | +25 $ | 1.350 $ | -37 $ | 1.387 $ | +311 $ | 1.076 $ | |
|---|
| Seascape Capital Management | 1.305 $ | +26 $ | 1.279 $ | +55 $ | 1.224 $ | +97 $ | 1.127 $ | |
|---|
| Warburton Capital Management, LLC | 1.290 $ | +361 $ | 929 $ | | | | | |
|---|
| BEDDOW CAPITAL MANAGEMENT INC | 1.288 $ | +46 $ | 1.242 $ | -5 $ | 1.247 $ | +165 $ | 1.082 $ | |
|---|
| LATHROP INVESTMENT MANAGEMENT CO | 1.280 $ | +193 $ | 1.087 $ | +34 $ | 1.053 $ | +142 $ | 911 $ | |
|---|
| USAdvisors Wealth Management, LLC | 1.261 $ | +217 $ | 1.044 $ | -51 $ | 1.095 $ | +227 $ | 868 $ | |
|---|
| TANAKA CAPITAL MANAGEMENT INC | 1.164 $ | +55 $ | 1.109 $ | +106 $ | | | 1.003 $ | |
|---|
| Covestor Ltd | 1.139 $ | +83 $ | 1.056 $ | -88 $ | 1.144 $ | +89 $ | 1.055 $ | |
|---|
| Opus Capital Group, LLC | 1.143 $ | +76 $ | 1.067 $ | +4 $ | 1.063 $ | +160 $ | 903 $ | |
|---|
| Claret Asset Management Corp | 1.136 $ | +402 $ | 734 $ | +57 $ | 677 $ | +71 $ | 606 $ | |
|---|
| Citadel Investment Advisory, Inc. | 1.092 $ | +53 $ | 1.039 $ | -8 $ | 1.047 $ | +82 $ | 965 $ | |
|---|
| Roble, Belko & Company, Inc | 1.024 $ | +210 $ | 814 $ | +4 $ | 810 $ | +110 $ | 700 $ | |
|---|
| WINSLOW ASSET MANAGEMENT INC | 1.011 $ | +49 $ | 962 $ | -35 $ | 997 $ | +94 $ | 903 $ | |
|---|
| COHEN & STEERS, INC. | | | | | | | 1.006 $ | |
|---|
| Olde Wealth Management, LLC | 920 $ | -75 $ | 995 $ | +184 $ | | | 811 $ | |
|---|
| FOSTER & MOTLEY INC | 987 $ | +165 $ | 822 $ | +95 $ | 727 $ | +85 $ | 642 $ | |
|---|
| Paradigm Capital Management, LLC/NV | 894 $ | +422 $ | 472 $ | +17 $ | 455 $ | +60 $ | 395 $ | |
|---|
| Elite Financial, Inc. | 772 $ | -59 $ | 831 $ | +123 $ | 708 $ | | | |
|---|
| Front Street Capital Management, Inc. | 695 $ | +17 $ | 678 $ | +0 $ | 678 $ | -105 $ | 783 $ | |
|---|
| Cairn Investment Group, Inc. | 504 $ | +24 $ | 480 $ | -255 $ | 735 $ | +269 $ | 466 $ | |
|---|
| Coston, McIsaac & Partners | 683 $ | +88 $ | 595 $ | +15 $ | 580 $ | +78 $ | 502 $ | |
|---|
| First Fiduciary Investment Counsel, Inc. | 600 $ | -14 $ | 614 $ | +0 $ | 614 $ | | | |
|---|
| McClarren Financial Advisors, Inc. | | | | | | | 607 $ | |
|---|
| One Degree Advisors Inc | 564 $ | +72 $ | 492 $ | +27 $ | | | 465 $ | |
|---|
| Matrix Trust Co | 545 $ | +74 $ | 471 $ | +124 $ | 347 $ | +138 $ | 209 $ | |
|---|
| Motiv8 Investments LLC | 539 $ | | | | | | | |
|---|
| Lesa Sroufe & Co | 534 $ | +26 $ | 508 $ | +3 $ | 505 $ | +62 $ | 443 $ | |
|---|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 510 $ | +24 $ | 486 $ | +255 $ | 231 $ | | | |
|---|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 491 $ | +27 $ | 464 $ | +0 $ | 464 $ | +62 $ | 402 $ | |
|---|
| R. W. Roge & Company, Inc. | 438 $ | +30 $ | 408 $ | | | | | |
|---|
| F&V Capital Management, LLC | 263 $ | +13 $ | 250 $ | -85 $ | 335 $ | -75 $ | 410 $ | |
|---|
| Financial Connections Group, Inc. | 376 $ | +27 $ | 349 $ | -22 $ | 371 $ | | | |
|---|
| HARVEY INVESTMENT CO LLC | 362 $ | +17 $ | 345 $ | +1 $ | 344 $ | +45 $ | 299 $ | |
|---|
| Jackson Creek Investment Advisors LLC | 293 $ | | | | | | | |
|---|
| Aurora Investment Managers, LLC. | | | 204 $ | +1 $ | 203 $ | | | |
|---|
| Keener Financial Planning LLC | | | 142 $ | +0 $ | 142 $ | +19 $ | 123 $ | |
|---|
| Ball & Co Wealth Management Inc. | 142 $ | +7 $ | 135 $ | +4 $ | 131 $ | +23 $ | 108 $ | |
|---|
| Navigoe, LLC | 138 $ | +7 $ | 131 $ | +50 $ | 81 $ | | | |
|---|
| Beutel, Goodman & Co Ltd. | 99 $ | +8 $ | 91 $ | -7 $ | 98 $ | -2 $ | 100 $ | |
|---|
| SYCOMORE ASSET MANAGEMENT | 57 $ | +0 $ | 57 $ | +0 $ | 57 $ | +0 $ | 57 $ | |