| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
| 23.647.970.798 $ | +3.102.615.348 $ | 21.265.780.011 $ | -79.226.991.572 $ | 96.898.857.053 $ | +83.363.790.312 $ | 13.947.474.010 $ | |
|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 117.977.753 $ | +63.271.596 $ | 54.706.157 $ | -82.830.651.843 $ | 82.885.358.000 $ | +82.242.341.000 $ | 643.017.000 $ | |
|---|
| BANK OF AMERICA CORP /DE/ | 2.457.057.807 $ | +215.777.890 $ | 2.241.279.917 $ | +349.067.729 $ | 1.892.212.188 $ | +44.485.834 $ | 1.847.726.354 $ | |
|---|
| MORGAN STANLEY | 2.020.787.722 $ | +213.437.554 $ | 1.807.350.168 $ | +341.818.743 $ | 1.465.531.425 $ | +63.261.103 $ | 1.402.270.322 $ | |
|---|
| FMR LLC | 1.819.397.767 $ | +219.193.604 $ | 1.600.204.163 $ | +14.780.774 $ | 1.585.423.389 $ | +45.352.197 $ | 1.540.071.192 $ | |
|---|
| LPL Financial LLC | 1.115.461.346 $ | +130.245.939 $ | 985.215.407 $ | +305.435.212 $ | 679.780.195 $ | +20.439.810 $ | 659.340.385 $ | |
|---|
| WELLS FARGO & COMPANY/MN | 1.066.326.661 $ | +129.310.031 $ | 937.016.630 $ | +146.297.164 $ | 790.719.466 $ | +46.346.386 $ | 744.373.080 $ | |
|---|
| JPMORGAN CHASE & CO | 965.081.519 $ | +7.047.544 $ | 958.033.975 $ | +573.555.211 $ | | | 384.478.764 $ | |
|---|
| UBS Group AG | 727.108.441 $ | +61.404.479 $ | 665.703.962 $ | +130.245.707 $ | 535.458.255 $ | +7.156.490 $ | 528.301.765 $ | |
|---|
| Twin Tree Management, LP | 217.982.030 $ | -441.270.478 $ | 659.252.508 $ | +184.710.426 $ | 474.542.082 $ | -3.381.774 $ | 477.923.856 $ | |
|---|
| CITIGROUP INC | 584.530.535 $ | +198.287.824 $ | 386.242.711 $ | +67.656.821 $ | 318.585.890 $ | +285.451.373 $ | 33.134.517 $ | |
|---|
| BlackRock, Inc. | 583.595.580 $ | +169.267.687 $ | 414.327.893 $ | | | | | |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 535.396.483 $ | +129.568.737 $ | 405.827.746 $ | | | | | |
|---|
| ALLIANCEBERNSTEIN L.P. | 515.569.518 $ | +19.617.153 $ | 495.952.365 $ | | | | | |
|---|
| TRUIST FINANCIAL CORP | 479.234.269 $ | +56.135.645 $ | 423.098.624 $ | +80.715.104 $ | 342.383.520 $ | +59.517.529 $ | 282.865.991 $ | |
|---|
| RAYMOND JAMES FINANCIAL INC | 458.554.360 $ | +47.633.484 $ | 410.920.876 $ | +77.468.704 $ | 333.452.172 $ | +14.142.142 $ | 319.310.030 $ | |
|---|
| NORTHERN TRUST CORP | 368.485.177 $ | +54.738.851 $ | 313.746.326 $ | | | | | |
|---|
| KEYBANK NATIONAL ASSOCIATION/OH | 300.990.600 $ | +34.637.862 $ | 266.352.738 $ | +40.417.475 $ | 225.935.263 $ | +24.279.455 $ | 201.655.808 $ | |
|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 287.197.802 $ | +286.941.866 $ | 255.936 $ | +16.015 $ | 239.921 $ | +12.949 $ | 226.972 $ | |
|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 260.920.965 $ | +134.810.555 $ | 126.110.410 $ | +39.835.350 $ | 86.275.060 $ | +39.489.651 $ | 46.785.409 $ | |
|---|
| HRTG GPE, LLC | 256.794.282 $ | +256.564.062 $ | 230.220 $ | | | | | |
|---|
| HighTower Advisors, LLC | | | 255.406.128 $ | | | | | |
|---|
| PRUDENTIAL FINANCIAL INC | | | 251.201.021 $ | +33.308.571 $ | 217.892.450 $ | +208.747.400 $ | 9.145.050 $ | |
|---|
| Cerity Partners LLC | | | 227.710.205 $ | +36.895.770 $ | 190.814.435 $ | -1.656.949 $ | 192.471.384 $ | |
|---|
| CIBC Private Wealth Group LLC | 222.079.192 $ | +29.134.485 $ | 192.944.707 $ | +33.763.261 $ | 159.181.446 $ | +9.860.046 $ | 149.321.400 $ | |
|---|
| STIFEL FINANCIAL CORP | 197.428.936 $ | +21.853.058 $ | 175.575.878 $ | +28.771.217 $ | 146.804.661 $ | +8.187.372 $ | 138.617.289 $ | |
|---|
| Cetera Investment Advisers | 188.279.376 $ | | | | | | | |
|---|
| MML INVESTORS SERVICES, LLC | 170.998.566 $ | +24.851.053 $ | 146.147.513 $ | +146.050.665 $ | 96.848 $ | +5.860 $ | 90.988 $ | |
|---|
| OSAIC HOLDINGS, INC. | 169.013.751 $ | +31.158.907 $ | 137.854.844 $ | +20.977.193 $ | 116.877.651 $ | +38.954.262 $ | 77.923.389 $ | |
|---|
| Rockefeller Capital Management L.P. | 162.288.849 $ | +40.142.459 $ | 122.146.390 $ | +33.830.658 $ | 88.315.732 $ | +4.675.546 $ | 83.640.186 $ | |
|---|
| GOLDMAN SACHS GROUP INC | 149.427.071 $ | +33.458.542 $ | 115.968.529 $ | | | | | |
|---|
| EQUITABLE TRUST CO | 142.149.206 $ | +5.392.618 $ | 136.756.588 $ | +19.298.784 $ | 117.457.804 $ | -17.732.641 $ | 135.190.445 $ | |
|---|
| SOUTH PLAINS FINANCIAL, INC. | 111.444.000 $ | -7.534.000 $ | 118.978.000 $ | +17.020.000 $ | 101.958.000 $ | -32.269.000 $ | 134.227.000 $ | |
|---|
| Chevy Chase Trust Holdings, LLC | 130.831.593 $ | +7.807.430 $ | 123.024.163 $ | | | | | |
|---|
| AlTi Global, Inc. | 128.917.620 $ | +17.938.997 $ | 110.978.623 $ | +13.195.337 $ | 97.783.286 $ | +6.499.044 $ | 91.284.242 $ | |
|---|
| GM Advisory Group, LLC | | | 113.147.947 $ | | | | | |
|---|
| Baird Financial Group, Inc. | 111.629.530 $ | +10.597.378 $ | 101.032.152 $ | -7.455.486 $ | | | 108.487.638 $ | |
|---|
| OneDigital Investment Advisors LLC | 110.272.145 $ | +11.128.968 $ | 99.143.177 $ | +28.696.477 $ | 70.446.700 $ | -2.210.500 $ | 72.657.200 $ | |
|---|
| GROUP ONE TRADING LLC | 104.863.523 $ | +24.758.089 $ | 80.105.434 $ | -6.558.939 $ | 86.664.373 $ | +75.243.821 $ | 11.420.552 $ | |
|---|
| SIMPLEX TRADING, LLC | 104.571.311 $ | +104.491.556 $ | 79.755 $ | +20.202 $ | 59.553 $ | +6.287 $ | 53.266 $ | |
|---|
| MOON CAPITAL MANAGEMENT LP | | | | | 97.256.905 $ | +5.302.653 $ | 91.954.252 $ | |
|---|
| Dynasty Wealth Management, LLC | 96.394.605 $ | +8.892.414 $ | 87.502.191 $ | +16.921.338 $ | 70.580.853 $ | -482.104 $ | 71.062.957 $ | |
|---|
| EMORY UNIVERSITY | 96.143.349 $ | +17.482.690 $ | 78.660.659 $ | | | | | |
|---|
| FRANKLIN RESOURCES INC | 95.335.788 $ | +5.390.394 $ | 89.945.394 $ | +12.823.846 $ | 77.121.548 $ | +4.063.092 $ | 73.058.456 $ | |
|---|
| Neuberger Berman Group LLC | 94.398.924 $ | +6.661.736 $ | 87.737.188 $ | +11.550.355 $ | 76.186.833 $ | +2.410.303 $ | 73.776.530 $ | |
|---|
| JANE STREET GROUP, LLC | 94.297.380 $ | +60.671.600 $ | 33.625.780 $ | +20.125.900 $ | 13.499.880 $ | -1.752.187 $ | 15.252.067 $ | |
|---|
| First Command Advisory Services, Inc. | 89.347.698 $ | +2.883.351 $ | 86.464.347 $ | +9.753.165 $ | 76.711.182 $ | -462.577 $ | 77.173.759 $ | |
|---|
| Focus Partners Wealth | 87.925.177 $ | +51.684.297 $ | 36.240.880 $ | +7.490.526 $ | 28.750.354 $ | +8.685.773 $ | 20.064.581 $ | |
|---|
| ASSETMARK, INC | 84.766.886 $ | +31.997.429 $ | 52.769.457 $ | +10.569.198 $ | 42.200.259 $ | +5.211.585 $ | 36.988.674 $ | |
|---|
| Tanglewood Wealth Management, Inc. | 84.579.221 $ | +532.855 $ | 84.046.366 $ | +11.991.194 $ | 72.055.172 $ | -2.958.870 $ | 75.014.042 $ | |
|---|
| DEUTSCHE BANK AG\ | 84.532.874 $ | +11.272.623 $ | 73.260.251 $ | +6.042.657 $ | 67.217.594 $ | +10.640.107 $ | 56.577.487 $ | |
|---|
| CENTRAL TRUST Co | 82.566.936 $ | +4.071.027 $ | 78.495.909 $ | +4.998.288 $ | 73.497.621 $ | -2.019.999 $ | 75.517.620 $ | |
|---|
| BANK OF MONTREAL /CAN/ | 32.478.471 $ | -45.068.734 $ | 77.547.205 $ | +16.752.253 $ | 60.794.952 $ | +14.082.300 $ | 46.712.652 $ | |
|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 75.200.028 $ | +8.000.717 $ | 67.199.311 $ | +9.831.977 $ | 57.367.334 $ | +3.736.020 $ | 53.631.314 $ | |
|---|
| LIFE LINE WEALTH MANAGEMENT LLC | 67.728.735 $ | +21.306.496 $ | 46.422.239 $ | +6.260.216 $ | 40.162.023 $ | +15.308.260 $ | 24.853.763 $ | |
|---|
| Circle Wealth Management, LLC | 66.485.779 $ | +6.880.381 $ | 59.605.398 $ | +8.774.640 $ | 50.830.758 $ | +3.034.362 $ | 47.796.396 $ | |
|---|
| Oxbow Advisors, LLC | 65.132.716 $ | -1.246.513 $ | 66.379.229 $ | +7.372.482 $ | 59.006.747 $ | +1.963.920 $ | 57.042.827 $ | |
|---|
| ANDERSON HOAGLAND & CO | 66.346.897 $ | +7.286.838 $ | 59.060.059 $ | +12.769.233 $ | 46.290.826 $ | +8.771.642 $ | 37.519.184 $ | |
|---|
| Quadrature Capital Ltd | | | 13.686.447 $ | -52.294.175 $ | 65.980.622 $ | | | |
|---|
| IEQ CAPITAL, LLC | 65.959.552 $ | +15.720.381 $ | 50.239.171 $ | +12.313.502 $ | 37.925.669 $ | +1.268.174 $ | 36.657.495 $ | |
|---|
| Creative Planning | 64.189.854 $ | +6.631.874 $ | 57.557.980 $ | +9.905.988 $ | 47.651.992 $ | +2.613.747 $ | 45.038.245 $ | |
|---|
| MERCER GLOBAL ADVISORS INC /ADV | 63.277.481 $ | +11.001.779 $ | 52.275.702 $ | -2.644.046 $ | 54.919.748 $ | -2.340.092 $ | 57.259.840 $ | |
|---|
| MAI Capital Management | 60.691.397 $ | +17.944.479 $ | 42.746.918 $ | +9.752.117 $ | 32.994.801 $ | +864.784 $ | 32.130.017 $ | |
|---|
| Equitable Holdings, Inc. | 59.951.026 $ | +9.751.879 $ | 50.199.147 $ | +10.726.452 $ | 39.472.695 $ | +4.628.043 $ | 34.844.652 $ | |
|---|
| Steward Partners Investment Advisory, LLC | 59.465.324 $ | +8.077.044 $ | 51.388.280 $ | +18.933.710 $ | 32.454.570 $ | +5.512.621 $ | 26.941.949 $ | |
|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | | | 59.364.783 $ | | | | | |
|---|
| EverSource Wealth Advisors, LLC | 58.766.025 $ | +5.692.681 $ | 53.073.344 $ | +7.418.154 $ | 45.655.190 $ | +3.602.955 $ | 42.052.235 $ | |
|---|
| IMC-Chicago, LLC | 57.508.945 $ | +26.610.803 $ | 30.898.142 $ | +3.296.546 $ | 27.601.596 $ | +16.335.460 $ | 11.266.136 $ | |
|---|
| Corient Private Wealth LLC | 55.214.671 $ | | | | | | | |
|---|
| Narwhal Capital Management | 54.596.809 $ | +5.692.385 $ | 48.904.424 $ | | | | | |
|---|
| Merit Financial Group, LLC | 52.691.798 $ | +10.604.462 $ | 42.087.336 $ | +20.206.678 $ | 21.880.658 $ | +8.231.615 $ | 13.649.043 $ | |
|---|
| HSBC HOLDINGS PLC | 52.467.449 $ | +21.317.270 $ | 31.150.179 $ | -13.572.231 $ | 44.722.410 $ | +7.560.305 $ | 37.162.105 $ | |
|---|
| NATIONAL BANK OF CANADA /FI/ | 51.620.830 $ | +5.741.955 $ | 45.878.875 $ | +3.214.309 $ | | | 42.664.566 $ | |
|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | 48.802.245 $ | +6.080.506 $ | 42.721.739 $ | +8.753.623 $ | 33.968.116 $ | +2.244.163 $ | 31.723.953 $ | |
|---|
| SAGESPRING WEALTH PARTNERS, LLC | 47.030.299 $ | +2.250.184 $ | 44.780.115 $ | +8.004.582 $ | 36.775.533 $ | +3.726.672 $ | 33.048.861 $ | |
|---|
| IFP Advisors, Inc | 46.456.757 $ | +5.200.097 $ | 41.256.660 $ | +6.924.984 $ | 34.331.676 $ | +2.758.359 $ | 31.573.317 $ | |
|---|
| Kovitz Investment Group Partners, LLC | | | 45.719.268 $ | +4.031.494 $ | 41.687.774 $ | +7.757.224 $ | 33.930.550 $ | |
|---|
| Kestra Advisory Services, LLC | 45.618.648 $ | +6.946.567 $ | 38.672.081 $ | +9.870.552 $ | 28.801.529 $ | +861.564 $ | 27.939.965 $ | |
|---|
| Strategic Point Investment Advisors, LLC | 43.281.334 $ | +4.902.482 $ | 38.378.852 $ | +5.494.311 $ | 32.884.541 $ | +1.448.211 $ | 31.436.330 $ | |
|---|
| CADINHA & CO LLC | 42.752.320 $ | +4.278.384 $ | 38.473.936 $ | +5.879.299 $ | 32.594.637 $ | +2.101.940 $ | 30.492.697 $ | |
|---|
| Blue Trust, Inc. | 42.296.793 $ | +4.360.338 $ | 37.936.455 $ | +6.404.653 $ | 31.531.802 $ | +372.180 $ | 31.159.622 $ | |
|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 40.034.424 $ | | | | | | | |
|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 39.505.439 $ | +4.088.280 $ | 35.417.159 $ | +5.066.547 $ | 30.350.612 $ | +1.654.780 $ | 28.695.832 $ | |
|---|
| MACKAY SHIELDS LLC | 38.555.750 $ | +351.500 $ | 38.204.250 $ | | | | | |
|---|
| Zhang Financial LLC | 38.427.517 $ | +3.818.433 $ | 34.609.084 $ | +5.065.220 $ | 29.543.864 $ | +1.529.384 $ | 28.014.480 $ | |
|---|
| Pictet Asset Management Holding SA | 37.640.164 $ | +4.358.529 $ | 33.281.635 $ | +19.960.303 $ | 13.321.332 $ | -135.763 $ | 13.457.095 $ | |
|---|
| Kingsview Wealth Management, LLC | 36.285.263 $ | +653.068 $ | 35.632.195 $ | +13.966.959 $ | 21.665.236 $ | +410.038 $ | 21.255.198 $ | |
|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34.741.352 $ | +2.964.460 $ | 31.776.892 $ | +14.125.270 $ | 17.651.622 $ | -6.120.524 $ | 23.772.146 $ | |
|---|
| West Family Investments, Inc. | 34.436.210 $ | +5.874.582 $ | | | 28.561.628 $ | -520.805 $ | 29.082.433 $ | |
|---|
| US BANCORP \DE\ | 34.342.132 $ | +3.093.096 $ | 31.249.036 $ | +9.072.138 $ | 22.176.898 $ | -3.530.842 $ | 25.707.740 $ | |
|---|
| Capital Group Private Client Services, Inc. | 33.894.644 $ | +5.060.259 $ | 28.834.385 $ | +5.157.353 $ | 23.677.032 $ | +5.186.351 $ | 18.490.681 $ | |
|---|
| SPINNAKER TRUST | 33.768.993 $ | +1.130.338 $ | 32.638.655 $ | +5.298.223 $ | 27.340.432 $ | +1.873.073 $ | 25.467.359 $ | |
|---|
| Quent Capital, LLC | 33.715.908 $ | +2.241.064 $ | 31.474.844 $ | +4.317.376 $ | 27.157.468 $ | +860.129 $ | 26.297.339 $ | |
|---|
| VPR Management LLC | 32.097.053 $ | +1.320.437 $ | 30.776.616 $ | +4.402.701 $ | 26.373.915 $ | -4.313.586 $ | 30.687.501 $ | |
|---|
| Bank Julius Baer & Co. Ltd, Zurich | 31.961.952 $ | +18.401.545 $ | 13.560.407 $ | +1.757.275 $ | 11.803.132 $ | -1.904.855 $ | 13.707.987 $ | |
|---|
| JB Capital LLC | 31.860.637 $ | +1.284.066 $ | 30.576.571 $ | +15.237.258 $ | 15.339.313 $ | | | |
|---|
| Arax Advisory Partners | 13.895.543 $ | -17.317.243 $ | 31.212.786 $ | +26.988.239 $ | 4.224.547 $ | +413.932 $ | 3.810.615 $ | |
|---|
| BFSG, LLC | 31.151.788 $ | +3.425.290 $ | 27.726.498 $ | +4.469.990 $ | 23.256.508 $ | +1.499.884 $ | 21.756.624 $ | |
|---|
| Vision Capital Management, Inc. | 31.023.013 $ | +3.122.194 $ | 27.900.819 $ | +4.418.349 $ | 23.482.470 $ | | | |
|---|
| Stratos Wealth Partners, LTD. | 31.005.901 $ | +1.902.145 $ | 29.103.756 $ | | | | | |
|---|
| Mader & Shannon Wealth Management, Inc. | 29.498.411 $ | +0 $ | 29.498.411 $ | +4.616.210 $ | 24.882.201 $ | -5.823.224 $ | 30.705.425 $ | |
|---|
| Checchi Capital Advisers, LLC | 29.093.844 $ | -1.088.969 $ | 30.182.813 $ | | | | | |
|---|
| WOLVERINE TRADING, LLC | | | 29.845.592 $ | +13.153.485 $ | 16.692.107 $ | | | |
|---|
| CHATHAM CAPITAL GROUP, INC. | 29.363.248 $ | +2.761.083 $ | 26.602.165 $ | | | | | |
|---|
| Integrated Wealth Concepts LLC | 28.776.640 $ | +4.415.502 $ | 24.361.138 $ | +5.239.315 $ | 19.121.823 $ | -11.147 $ | 19.132.970 $ | |
|---|
| Ancora Advisors LLC | 28.765.188 $ | +3.978.902 $ | 24.786.286 $ | +10.943.648 $ | 13.842.638 $ | +1.349.606 $ | 12.493.032 $ | |
|---|
| FIRST FOUNDATION ADVISORS | 27.751.861 $ | +3.636.246 $ | 24.115.615 $ | +2.058.072 $ | 22.057.543 $ | +152.783 $ | 21.904.760 $ | |
|---|
| JAMES INVESTMENT RESEARCH, INC. | 27.544.715 $ | +2.830.495 $ | 24.714.220 $ | +2.409.295 $ | 22.304.925 $ | +1.099.253 $ | 21.205.672 $ | |
|---|
| FIRST AMERICAN TRUST, FSB | 27.462.964 $ | +2.906.904 $ | 24.556.060 $ | +3.774.816 $ | 20.781.244 $ | -23.941 $ | 20.805.185 $ | |
|---|
| Parcion Private Wealth LLC | 27.127.058 $ | +2.615.171 $ | 24.511.887 $ | +3.291.805 $ | 21.220.082 $ | +1.036.155 $ | 20.183.927 $ | |
|---|
| Ascent Group, LLC | 26.372.215 $ | +1.709.152 $ | 24.663.063 $ | +9.506.153 $ | 15.156.910 $ | +41.217 $ | 15.115.693 $ | |
|---|
| Savvy Advisors, Inc. | 26.031.937 $ | +11.799.799 $ | 14.232.138 $ | +5.971.870 $ | 8.260.268 $ | +1.727.205 $ | 6.533.063 $ | |
|---|
| LEAVELL INVESTMENT MANAGEMENT, INC. | 24.766.915 $ | +3.869.481 $ | 20.897.434 $ | +5.894.491 $ | 15.002.943 $ | +1.263.730 $ | 13.739.213 $ | |
|---|
| CreativeOne Wealth, LLC | 24.613.813 $ | +704.574 $ | 23.909.239 $ | +7.701.190 $ | 16.208.049 $ | +685.944 $ | 15.522.105 $ | |
|---|
| SAGE RHINO CAPITAL LLC | 24.407.026 $ | +777.353 $ | 23.629.673 $ | +3.569.319 $ | 20.060.354 $ | +2.480.001 $ | 17.580.353 $ | |
|---|
| Cardinal Point Capital Management ULC | 24.224.334 $ | +991.037 $ | 23.233.297 $ | +4.182.909 $ | 19.050.388 $ | +784.698 $ | 18.265.690 $ | |
|---|
| BCWM, LLC | 24.202.946 $ | +2.415.099 $ | 21.787.847 $ | +3.210.366 $ | 18.577.481 $ | +933.288 $ | 17.644.193 $ | |
|---|
| Modus Advisors, LLC | 24.120.640 $ | +2.060.269 $ | 22.060.371 $ | +2.731.016 $ | 19.329.355 $ | +797.932 $ | 18.531.423 $ | |
|---|
| AMG National Trust Bank | 24.087.365 $ | +1.414.126 $ | 22.673.239 $ | +3.539.692 $ | 19.133.547 $ | +1.306.988 $ | 17.826.559 $ | |
|---|
| CIBC WORLD MARKET INC. | 23.991.011 $ | +2.267.492 $ | 21.723.519 $ | -1.411.168 $ | 23.134.687 $ | +2.833.816 $ | 20.300.871 $ | |
|---|
| BOKF, NA | 23.962.277 $ | +1.210.300 $ | 22.751.977 $ | +3.099.472 $ | 19.652.505 $ | +1.602.903 $ | 18.049.602 $ | |
|---|
| Modern Wealth Management, LLC | 23.584.994 $ | +7.990.164 $ | 15.594.830 $ | +5.042.769 $ | 10.552.061 $ | +290.014 $ | 10.262.047 $ | |
|---|
| STEPHENS INC /AR/ | 23.261.496 $ | +1.132.794 $ | 22.128.702 $ | +1.887.893 $ | 20.240.809 $ | -2.798.194 $ | 23.039.003 $ | |
|---|
| QUEST INVESTMENT MANAGEMENT LLC | 21.768.333 $ | -1.417.790 $ | 23.186.123 $ | +3.343.358 $ | 19.842.765 $ | +1.112.293 $ | 18.730.472 $ | |
|---|
| Private Advisor Group, LLC | 20.852.833 $ | -1.860.022 $ | 22.712.855 $ | +7.394.661 $ | 15.318.194 $ | +2.152.235 $ | 13.165.959 $ | |
|---|
| PRUDENTIAL PLC | 21.617.763 $ | +11.223.587 $ | 10.394.176 $ | +2.857.284 $ | 7.536.892 $ | +621.415 $ | 6.915.477 $ | |
|---|
| Cyndeo Wealth Partners, LLC | 21.563.216 $ | +1.983.065 $ | 19.580.151 $ | +2.152.651 $ | 17.427.500 $ | +946.824 $ | 16.480.676 $ | |
|---|
| Sterling Financial Planning, Inc. | 20.936.108 $ | +1.043.745 $ | 19.892.363 $ | | | | | |
|---|
| Allworth Financial LP | 20.738.927 $ | +1.910.352 $ | 18.828.575 $ | +812.278 $ | 18.016.297 $ | +1.764.843 $ | 16.251.454 $ | |
|---|
| Resonant Capital Advisors, LLC | 20.530.977 $ | +2.105.104 $ | 18.425.873 $ | +2.485.846 $ | 15.940.027 $ | +1.028.807 $ | 14.911.220 $ | |
|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 20.487.957 $ | +2.057.535 $ | 18.430.422 $ | +2.687.921 $ | 15.742.501 $ | -198.274 $ | 15.940.775 $ | |
|---|
| CPA Asset Management Group, LLC | 20.218.636 $ | +2.351.054 $ | 17.867.582 $ | +1.400.613 $ | 16.466.969 $ | +925.348 $ | 15.541.621 $ | |
|---|
| Pictet North America Advisors SA | 20.143.066 $ | +94.931 $ | 20.048.135 $ | | | | | |
|---|
| UMB Bank, n.a. | 20.101.913 $ | +1.369.750 $ | 18.732.163 $ | +4.350.201 $ | 14.381.962 $ | +833.897 $ | 13.548.065 $ | |
|---|
| Hamilton Wealth, LLC | | | 19.699.203 $ | +3.781.065 $ | 15.918.138 $ | +1.640.266 $ | 14.277.872 $ | |
|---|
| Fielder Capital Group LLC | 19.339.402 $ | +1.774.470 $ | 17.564.932 $ | +1.939.449 $ | 15.625.483 $ | -212.352 $ | 15.837.835 $ | |
|---|
| Advisory Services Network, LLC | 19.296.583 $ | +4.215.875 $ | 15.080.708 $ | +4.401.316 $ | 10.679.392 $ | -3.377.900 $ | 14.057.292 $ | |
|---|
| JSF Financial, LLC | 18.661.064 $ | +1.425.781 $ | 17.235.283 $ | +15.385.685 $ | 1.849.598 $ | +105.502 $ | 1.744.096 $ | |
|---|
| Atria Investments, Inc | 18.553.920 $ | +2.188.238 $ | 16.365.682 $ | +5.327.650 $ | 11.038.032 $ | -6.697.490 $ | 17.735.522 $ | |
|---|
| Gimbal Financial | | | | | | | 17.604.615 $ | |
|---|
| Arlington Capital Management, Inc. | 16.059.721 $ | +1.690.563 $ | 14.369.158 $ | +1.868.659 $ | 12.500.499 $ | -4.895.531 $ | 17.396.030 $ | |
|---|
| Prospera Financial Services Inc | 13.111.810 $ | -1.475.352 $ | 14.587.162 $ | -2.661.979 $ | 17.249.141 $ | +14.352.813 $ | 2.896.328 $ | |
|---|
| Summit Financial, LLC | | | | | 17.134.969 $ | +640.437 $ | 16.494.532 $ | |
|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.012.712 $ | +1.697.422 $ | 15.315.290 $ | +4.755.559 $ | 10.559.731 $ | +948.779 $ | 9.610.952 $ | |
|---|
| Forza Wealth Management, LLC | 16.945.293 $ | +429.341 $ | 16.515.952 $ | +2.278.478 $ | 14.237.474 $ | +795.125 $ | 13.442.349 $ | |
|---|
| Fore Capital, LLC | 16.883.360 $ | +1.747.200 $ | 15.136.160 $ | +2.165.280 $ | 12.970.880 $ | +707.200 $ | 12.263.680 $ | |
|---|
| White Lighthouse Investment Management Inc. | 16.775.485 $ | +1.082.926 $ | 15.692.559 $ | | | | | |
|---|
| Purkiss Capital Advisors LLC | 14.423.341 $ | +2.372.047 $ | 12.051.294 $ | -4.662.433 $ | 16.713.727 $ | +1.816.304 $ | 14.897.423 $ | |
|---|
| Sowell Financial Services LLC | 16.605.974 $ | +1.540.548 $ | 15.065.426 $ | +2.482.519 $ | 12.582.907 $ | -351.531 $ | 12.934.438 $ | |
|---|
| HUNTINGTON NATIONAL BANK | 16.509.281 $ | +986.457 $ | 15.522.824 $ | | | | | |
|---|
| Mill Creek Capital Advisors, LLC | 16.500.806 $ | +1.707.611 $ | 14.793.195 $ | | | | | |
|---|
| DT Investment Partners, LLC | 16.462.170 $ | +1.568.333 $ | 14.893.837 $ | +2.617.522 $ | 12.276.315 $ | +620.394 $ | 11.655.921 $ | |
|---|
| Wealth Quarterback LLC | 16.335.189 $ | +1.730.845 $ | 14.604.344 $ | +10.192.634 $ | 4.411.710 $ | +1.568.315 $ | 2.843.395 $ | |
|---|
| BROWN ADVISORY INC | 16.307.296 $ | +1.789.026 $ | 14.518.270 $ | | | | | |
|---|
| Wealth Management Partners, LLC | 16.211.191 $ | +1.390.634 $ | 14.820.557 $ | | | | | |
|---|
| Three Bridge Wealth Advisors, LLC | 16.063.137 $ | +1.605.630 $ | 14.457.507 $ | +2.207.259 $ | 12.250.248 $ | +593.031 $ | 11.657.217 $ | |
|---|
| CSS LLC/IL | 16.011.594 $ | +2.531.679 $ | 13.479.915 $ | | | | | |
|---|
| Legend Financial Advisors, Inc. | 15.792.093 $ | -74.808 $ | 15.866.901 $ | +2.206.280 $ | 13.660.621 $ | -433.744 $ | 14.094.365 $ | |
|---|
| Shepherd Financial Partners LLC | 15.131.186 $ | +1.244.811 $ | 13.886.375 $ | +3.609.850 $ | 10.276.525 $ | +2.020.802 $ | 8.255.723 $ | |
|---|
| Upper Left Wealth Management, LLC | 15.094.049 $ | +345.898 $ | 14.748.151 $ | +1.712.042 $ | 13.036.109 $ | -120.874 $ | 13.156.983 $ | |
|---|
| Private Harbour Investment Management & Counsel, LLC | 15.073.188 $ | +1.484.409 $ | 13.588.779 $ | +1.278.354 $ | 12.310.425 $ | | | |
|---|
| Apollon Wealth Management, LLC | 14.378.764 $ | +1.925.416 $ | 12.453.348 $ | +2.776.760 $ | 9.676.588 $ | +260.971 $ | 9.415.617 $ | |
|---|
| Sharkey, Howes & Javer | 14.370.743 $ | +1.451.521 $ | 12.919.222 $ | +5.530.186 $ | 7.389.036 $ | -769.436 $ | 8.158.472 $ | |
|---|
| Icon Wealth Advisors, LLC | 14.300.190 $ | +893.196 $ | 13.406.994 $ | +6.206.103 $ | 7.200.891 $ | -1.986.551 $ | 9.187.442 $ | |
|---|
| Regency Capital Management Inc.\DE | 14.256.861 $ | +1.681.914 $ | 12.574.947 $ | +1.908.144 $ | 10.666.803 $ | +103.765 $ | 10.563.038 $ | |
|---|
| Townsend & Associates, Inc | 14.038.219 $ | +1.082.952 $ | 12.955.267 $ | +2.757.043 $ | 10.198.224 $ | -4.037.348 $ | 14.235.572 $ | |
|---|
| Beacon Harbor Wealth Advisors, Inc. | 13.739.971 $ | +815.437 $ | 12.924.534 $ | +2.061.173 $ | 10.863.361 $ | -3.286.980 $ | 14.150.341 $ | |
|---|
| Farther Finance Advisors, LLC | 13.926.743 $ | +4.711.696 $ | 9.215.047 $ | +2.886.318 $ | 6.328.729 $ | -2.878.034 $ | 9.206.763 $ | |
|---|
| COMMERCE BANK | 13.871.871 $ | +1.351.794 $ | 12.520.077 $ | +1.794.844 $ | 10.725.233 $ | +744.898 $ | 9.980.335 $ | |
|---|
| Spectrum Asset Management, Inc. (NB/CA) | 13.679.094 $ | +2.012.971 $ | 11.666.123 $ | +1.930.916 $ | 9.735.207 $ | +632.962 $ | 9.102.245 $ | |
|---|
| Mesirow Financial Investment Management, Inc. | 11.142.124 $ | -2.446.875 $ | 13.588.999 $ | | | | | |
|---|
| KM Capital Management Ltd. | 13.482.022 $ | | | | | | | |
|---|
| Morton Capital Management LLC/CA | 13.173.648 $ | +921.654 $ | 12.251.994 $ | | | | | |
|---|
| EFG Private Wealth Management (Americas) Corp. | | | 11.272.511 $ | +1.533.488 $ | 9.739.023 $ | -3.155.982 $ | 12.895.005 $ | |
|---|
| RENAISSANCE TECHNOLOGIES LLC | 1.777.623 $ | -6.328.955 $ | 8.106.578 $ | -4.616.990 $ | | | 12.723.568 $ | |
|---|
| BSW Wealth Partners | 12.520.229 $ | +1.289.489 $ | 11.230.740 $ | +1.662.908 $ | 9.567.832 $ | +736.862 $ | 8.830.970 $ | |
|---|
| Triad Wealth Partners, LLC | 12.352.438 $ | +2.831.950 $ | 9.520.488 $ | +4.572.232 $ | 4.948.256 $ | +1.083.782 $ | 3.864.474 $ | |
|---|
| Lowe Wealth Advisors, LLC | | | 12.019.729 $ | +1.575.209 $ | 10.444.520 $ | +584.938 $ | 9.859.582 $ | |
|---|
| WEALTH ALLIANCE, LLC | 11.971.260 $ | +1.006.654 $ | 10.964.606 $ | +3.141.057 $ | 7.823.549 $ | -600.526 $ | 8.424.075 $ | |
|---|
| Wills Financial Group LLC | 11.942.867 $ | +2.188.703 $ | 9.754.164 $ | +2.575.468 $ | 7.178.696 $ | +391.398 $ | 6.787.298 $ | |
|---|
| Midwest Trust Co | 11.889.376 $ | +1.247.637 $ | 10.641.739 $ | +1.195.384 $ | 9.446.355 $ | | | |
|---|
| Spire Wealth Management | 11.858.518 $ | +3.776.172 $ | 8.082.346 $ | +2.121.892 $ | 5.960.454 $ | -2.387.044 $ | 8.347.498 $ | |
|---|
| Tennessee Valley Asset Management Partners | 11.771.931 $ | +1.325.712 $ | 10.446.219 $ | +1.190.201 $ | | | 9.256.018 $ | |
|---|
| Old Port Advisors | 11.762.101 $ | +523.721 $ | 11.238.380 $ | +1.771.134 $ | 9.467.246 $ | +616.937 $ | 8.850.309 $ | |
|---|
| CAPE ANN SAVINGS BANK | 11.641.077 $ | +853.070 $ | 10.788.007 $ | +1.260.646 $ | 9.527.361 $ | +379.717 $ | 9.147.644 $ | |
|---|
| Bigelow Investment Advisors, LLC | 11.637.343 $ | +1.269.510 $ | 10.367.833 $ | +2.001.428 $ | 8.366.405 $ | +511.282 $ | 7.855.123 $ | |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | | | | | | | 11.633.221 $ | |
|---|
| JNBA Financial Advisors | 11.584.072 $ | +902.839 $ | 10.681.233 $ | +1.238.388 $ | 9.442.845 $ | +6.196 $ | 9.436.649 $ | |
|---|
| Pathstone Holdings, LLC | 11.518.431 $ | +1.318.186 $ | 10.200.245 $ | | | | | |
|---|
| LifePlan Financial, LLC | 11.494.443 $ | +394.944 $ | 11.099.499 $ | +1.046.038 $ | 10.053.461 $ | -339.566 $ | 10.393.027 $ | |
|---|
| Silverleafe Capital Partners, LLC | 10.062.743 $ | +1.384.978 $ | 8.677.765 $ | -2.738.709 $ | 11.416.474 $ | +1.526.071 $ | 9.890.403 $ | |
|---|
| Impact Investors, Inc | 11.361.202 $ | +446.430 $ | 10.914.772 $ | | | | | |
|---|
| MFA WEALTH ADVISORS, LLC | 11.354.384 $ | +1.418.805 $ | 9.935.579 $ | +626.915 $ | | | 9.308.664 $ | |
|---|
| Strategic Blueprint, LLC | 10.941.840 $ | +977.371 $ | 9.964.469 $ | +3.405.132 $ | 6.559.337 $ | +503.732 $ | 6.055.605 $ | |
|---|
| SteelPeak Wealth, LLC | 10.686.518 $ | +1.651.613 $ | 9.034.905 $ | | | | | |
|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10.621.747 $ | +2.538.383 $ | 8.083.364 $ | +3.472.840 $ | 4.610.524 $ | +526.836 $ | 4.083.688 $ | |
|---|
| Buttonwood Financial Group, LLC | 8.893.105 $ | -1.574.911 $ | 10.468.016 $ | | | | | |
|---|
| Stone House Investment Management, LLC | 10.399.984 $ | +802.584 $ | 9.597.400 $ | | | | | |
|---|
| SEEDS INVESTOR LLC | 10.347.876 $ | +1.617.877 $ | 8.729.999 $ | +1.701.590 $ | 7.028.409 $ | +1.230.872 $ | 5.797.537 $ | |
|---|
| Ariston Services Group | 10.303.720 $ | +1.028.674 $ | 9.275.046 $ | +1.394.052 $ | 7.880.994 $ | -1.583.501 $ | 9.464.495 $ | |
|---|
| Walleye Trading LLC | 10.256.154 $ | | | | | | | |
|---|
| Pettinga Financial Advisors LLC | 10.128.231 $ | +632.109 $ | 9.496.122 $ | | | | | |
|---|
| FineMark National Bank & Trust | 10.030.258 $ | +727.706 $ | 9.302.552 $ | +1.979.867 $ | 7.322.685 $ | +419.000 $ | 6.903.685 $ | |
|---|
| MERIDIAN INVESTMENT COUNSEL INC. | 9.987.725 $ | +892.712 $ | 9.095.013 $ | +1.238.588 $ | 7.856.425 $ | +428.880 $ | 7.427.545 $ | |
|---|
| MBA Advisors LLC | 9.980.339 $ | +1.220.432 $ | 8.759.907 $ | | | | | |
|---|
| High Falls Advisors, Inc | 9.976.136 $ | +881.544 $ | 9.094.592 $ | | | | | |
|---|
| American Investment Services, Inc. | 8.299.633 $ | -1.030.136 $ | 9.329.769 $ | +1.071.184 $ | 8.258.585 $ | -1.696.163 $ | 9.954.748 $ | |
|---|
| SIGMA INVESTMENT COUNSELORS INC | 9.868.284 $ | +970.004 $ | 8.898.280 $ | | | | | |
|---|
| Baker Avenue Asset Management, LP | 9.866.595 $ | +1.013.710 $ | 8.852.885 $ | +1.952.271 $ | 6.900.614 $ | +815.971 $ | 6.084.643 $ | |
|---|
| Vivaldi Capital Management LP | 9.757.608 $ | +935.046 $ | 8.822.562 $ | +1.263.595 $ | 7.558.967 $ | -1.582.663 $ | 9.141.630 $ | |
|---|
| ABLE Financial Group, LLC | 9.656.876 $ | +983.565 $ | 8.673.311 $ | +1.748.295 $ | 6.925.016 $ | +325.387 $ | 6.599.629 $ | |
|---|
| Gerber Kawasaki Wealth & Investment Management | 1.877.273 $ | -7.722.632 $ | 9.599.905 $ | +1.635.539 $ | 7.964.366 $ | +1.129.546 $ | 6.834.820 $ | |
|---|
| SBI Securities Co., Ltd. | 9.508.335 $ | +326.216 $ | 9.182.119 $ | +2.178.280 $ | 7.003.839 $ | +573.426 $ | 6.430.413 $ | |
|---|
| Maltin Wealth Management, Inc. | 8.568.330 $ | -896.085 $ | 9.464.415 $ | | | | | |
|---|
| Rehmann Capital Advisory Group | 9.461.154 $ | +330.648 $ | 9.130.506 $ | +1.554.717 $ | 7.575.789 $ | -104.148 $ | 7.679.937 $ | |
|---|
| Clear Creek Financial Management, LLC | 9.431.305 $ | +1.261.563 $ | 8.169.742 $ | | | | | |
|---|
| GFS Advisors, LLC | 8.493.791 $ | -934.217 $ | 9.428.008 $ | +1.216.008 $ | 8.212.000 $ | +389.000 $ | 7.823.000 $ | |
|---|
| Global Wealth Strategies & Associates | 9.370.589 $ | +928.323 $ | 8.442.266 $ | +1.218.858 $ | 7.223.408 $ | -318.519 $ | 7.541.927 $ | |
|---|
| Fortis Group Advisors, LLC | 5.802.646 $ | +1.510.505 $ | 4.292.141 $ | -474.661 $ | 4.766.802 $ | -4.487.117 $ | 9.253.919 $ | |
|---|
| Plum Street Advisors, LLC | 9.247.455 $ | +566.503 $ | 8.680.952 $ | +1.061.308 $ | 7.619.644 $ | -410.472 $ | 8.030.116 $ | |
|---|
| FINANCIAL COUNSELORS INC | | | | | | | 9.210.083 $ | |
|---|
| RWA WEALTH PARTNERS, LLC | 9.151.655 $ | +693.307 $ | 8.458.348 $ | +1.709.437 $ | 6.748.911 $ | +5.402.500 $ | 1.346.411 $ | |
|---|
| Diversify Advisory Services, LLC | 9.141.691 $ | +840.847 $ | 8.300.844 $ | | | | | |
|---|
| LifeWealth Investments, LLC | 9.131.184 $ | +592.821 $ | 8.538.363 $ | +1.307.355 $ | 7.231.008 $ | +1.835.474 $ | 5.395.534 $ | |
|---|
| Arkadios Wealth Advisors | 8.896.516 $ | +2.195.454 $ | 6.701.062 $ | +3.855.856 $ | 2.845.206 $ | +1.234.773 $ | 1.610.433 $ | |
|---|
| Focus Partners Advisor Solutions, LLC | 4.175.385 $ | -4.719.803 $ | 8.895.188 $ | | | | | |
|---|
| NOTTINGHAM ADVISORS, INC. | 7.282.167 $ | -1.263.287 $ | 8.545.454 $ | +961.168 $ | 7.584.286 $ | -1.269.855 $ | 8.854.141 $ | |
|---|
| Callan Family Office, LLC | 8.635.189 $ | -140.800 $ | 8.775.989 $ | | | | | |
|---|
| PRINCIPAL SECURITIES, INC. | 8.693.816 $ | +2.670.934 $ | 6.022.882 $ | +2.250.040 $ | 3.772.842 $ | +2.701.446 $ | 1.071.396 $ | |
|---|
| Pekin Hardy Strauss, Inc. | 8.649.962 $ | +1.681.798 $ | 6.968.164 $ | | | | | |
|---|
| Ackerman Capital Advisors, LLC | 8.586.731 $ | +1.081.670 $ | 7.505.061 $ | +909.431 $ | 6.595.630 $ | +4.492 $ | 6.591.138 $ | |
|---|
| Summit Place Financial Advisors, LLC | 8.441.924 $ | +490.710 $ | 7.951.214 $ | +1.332.324 $ | 6.618.890 $ | +533.628 $ | 6.085.262 $ | |
|---|
| U.S. Capital Wealth Advisors, LLC | 8.343.951 $ | +768.958 $ | 7.574.993 $ | +2.086.066 $ | 5.488.927 $ | +411.587 $ | 5.077.340 $ | |
|---|
| ONE Advisory Partners, LLC | 8.292.327 $ | +67.558 $ | 8.224.769 $ | | | | | |
|---|
| Keystone Financial Group | 8.250.431 $ | | | | | | | |
|---|
| Rochester Wealth Strategies, LLC | 8.241.677 $ | +188.730 $ | 8.052.947 $ | +1.550.233 $ | 6.502.714 $ | +5.381 $ | 6.497.333 $ | |
|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 8.179.719 $ | +1.717.619 $ | 6.462.100 $ | | | | | |
|---|
| AdvisorNet Financial, Inc | 8.132.179 $ | +888.289 $ | 7.243.890 $ | +1.233.696 $ | 6.010.194 $ | +262.832 $ | 5.747.362 $ | |
|---|
| Battery Global Advisors, LLC | 358.927 $ | -7.741.545 $ | 8.100.472 $ | +1.358.352 $ | 6.742.120 $ | +31.523 $ | 6.710.597 $ | |
|---|
| KITCHING PARTNERS, LLC | 8.029.580 $ | +265.167 $ | 7.764.413 $ | +1.191.108 $ | 6.573.305 $ | +561.567 $ | 6.011.738 $ | |
|---|
| CAPITAL ADVISORS INC/OK | 8.004.417 $ | +1.440.854 $ | 6.563.563 $ | +3.610.443 $ | 2.953.120 $ | +2.116.772 $ | 836.348 $ | |
|---|
| Exit Wealth Advisors, LLC. | | | 7.884.047 $ | | | | | |
|---|
| D L CARLSON INVESTMENT GROUP INC | 7.864.438 $ | +821.394 $ | 7.043.044 $ | +1.580.433 $ | 5.462.611 $ | -161.937 $ | 5.624.548 $ | |
|---|
| Lineweaver Wealth Advisors, LLC | 7.706.220 $ | | | | | | | |
|---|
| Bull Oak Capital, LLC | 7.681.685 $ | +703.842 $ | 6.977.843 $ | +980.576 $ | 5.997.267 $ | | | |
|---|
| STABLEFORD CAPITAL II LLC | 7.655.698 $ | +569.646 $ | 7.086.052 $ | +915.399 $ | 6.170.653 $ | -64.727 $ | 6.235.380 $ | |
|---|
| Blueprint Investment Partners LLC | 7.609.282 $ | +916.480 $ | 6.692.802 $ | +1.370.875 $ | 5.321.927 $ | | | |
|---|
| B. Riley Wealth Advisors, Inc. | 7.573.408 $ | +813.622 $ | 6.759.786 $ | | | | | |
|---|
| Inscription Capital, LLC | 7.360.333 $ | +841.014 $ | 6.519.319 $ | +981.314 $ | 5.538.005 $ | +1.803.190 $ | 3.734.815 $ | |
|---|
| CAMDEN NATIONAL BANK | 7.327.703 $ | +576.757 $ | 6.750.946 $ | +907.128 $ | 5.843.818 $ | +284.833 $ | 5.558.985 $ | |
|---|
| JMAC ENTERPRISES LLC | 7.321.209 $ | +1.010.668 $ | 6.310.541 $ | | | | | |
|---|
| Madden Advisory Services, Inc. | 7.286.712 $ | +434.107 $ | 6.852.605 $ | +879.390 $ | 5.973.215 $ | +281.452 $ | 5.691.763 $ | |
|---|
| CITIZENS FINANCIAL GROUP INC/RI | 7.182.737 $ | +784.795 $ | 6.397.942 $ | +320.957 $ | 6.076.985 $ | -91.354 $ | 6.168.339 $ | |
|---|
| AQR CAPITAL MANAGEMENT LLC | | | 7.168.936 $ | | | | | |
|---|
| Blueprint Financial Advisors LLC | 7.145.882 $ | +721.164 $ | 6.424.718 $ | +4.249.040 $ | 2.175.678 $ | +314.075 $ | 1.861.603 $ | |
|---|
| TBH Global Asset Management, LLC | 7.076.233 $ | +4.855.382 $ | 2.220.851 $ | +517.511 $ | 1.703.340 $ | -4.010.067 $ | 5.713.407 $ | |
|---|
| WELCH & FORBES LLC | 7.052.296 $ | +729.814 $ | 6.322.482 $ | | | | | |
|---|
| Independent Solutions Wealth Management, LLC | 7.011.708 $ | +1.044.277 $ | 5.967.431 $ | | | | | |
|---|
| Pacific Capital Wealth Advisors, Inc. | 6.953.996 $ | +40.046 $ | 6.913.950 $ | | | | | |
|---|
| VestGen Advisors, LLC | 5.510.144 $ | -1.360.799 $ | 6.870.943 $ | +2.561.172 $ | 4.309.771 $ | -412.807 $ | 4.722.578 $ | |
|---|
| Vernal Point Advisors, LLC | 6.869.336 $ | +710.884 $ | 6.158.452 $ | | | | | |
|---|
| Argent Trust Co | 6.856.187 $ | +898.439 $ | 5.957.748 $ | +700.678 $ | 5.257.070 $ | +1.076 $ | 5.255.994 $ | |
|---|
| MILLENNIUM MANAGEMENT LLC | 6.730.616 $ | +6.390.947 $ | | | | | 339.669 $ | |
|---|
| Kovack Advisors, Inc. | 6.706.247 $ | +6.171.387 $ | 534.860 $ | | | | | |
|---|
| Fermata Advisors, LLC | 6.685.405 $ | +459.931 $ | 6.225.474 $ | +687.095 $ | 5.538.379 $ | -414.871 $ | 5.953.250 $ | |
|---|
| Redhawk Wealth Advisors, Inc. | 1.525.590 $ | +199.284 $ | 1.326.306 $ | -5.307.551 $ | 6.633.857 $ | +6.096.967 $ | 536.890 $ | |
|---|
| Sequoia Financial Advisors, LLC | 6.598.298 $ | +1.003.677 $ | 5.594.621 $ | | | | | |
|---|
| Patriot Financial Group Insurance Agency, LLC | 6.528.747 $ | +473.410 $ | 6.055.337 $ | +1.158.331 $ | 4.897.006 $ | +353.666 $ | 4.543.340 $ | |
|---|
| waypoint wealth counsel | 6.519.656 $ | +633.727 $ | 5.885.929 $ | +876.487 $ | 5.009.442 $ | +375.362 $ | 4.634.080 $ | |
|---|
| Vontobel Holding Ltd. | 6.468.762 $ | +670.085 $ | 5.798.677 $ | | | | | |
|---|
| SCOTIA CAPITAL INC. | 6.459.788 $ | +990.584 $ | 5.469.204 $ | | | | | |
|---|
| RiverGlades Family Offices LLC | | | 6.440.145 $ | +856.742 $ | 5.583.403 $ | +201.121 $ | 5.382.282 $ | |
|---|
| Twelve Points Wealth Management LLC | 3.200.608 $ | +574.630 $ | 2.625.978 $ | +1.429.788 $ | 1.196.190 $ | -5.212.467 $ | 6.408.657 $ | |
|---|
| Deane Retirement Strategies, Inc. | 6.404.069 $ | +822.229 $ | 5.581.840 $ | +1.394.762 $ | 4.187.078 $ | -1.688.809 $ | 5.875.887 $ | |
|---|
| MOTCO | 6.394.086 $ | +669.198 $ | 5.724.888 $ | +852.700 $ | 4.872.188 $ | +290.878 $ | 4.581.310 $ | |
|---|
| Advyzon Investment Management, LLC | | | 6.317.600 $ | +5.088.547 $ | 1.229.053 $ | +554.492 $ | 674.561 $ | |
|---|
| AE Wealth Management LLC | 6.265.606 $ | +969.602 $ | 5.296.004 $ | +2.191.549 $ | 3.104.455 $ | -1.701.987 $ | 4.806.442 $ | |
|---|
| China Universal Asset Management Co., Ltd. | 6.250.090 $ | +2.902.670 $ | 3.347.420 $ | +478.860 $ | 2.868.560 $ | +863.920 $ | 2.004.640 $ | |
|---|
| Sovran Advisors, LLC | 6.211.991 $ | +807.633 $ | 5.404.358 $ | +2.445.638 $ | 2.958.720 $ | -307.748 $ | 3.266.468 $ | |
|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.166.241 $ | +595.916 $ | 5.570.325 $ | +1.217.597 $ | 4.352.728 $ | +121.758 $ | 4.230.970 $ | |
|---|
| TSA Wealth Managment LLC | 6.138.887 $ | +467.266 $ | 5.671.621 $ | +2.101.386 $ | 3.570.235 $ | -4.805 $ | 3.575.040 $ | |
|---|
| Apollon Financial, LLC | 6.117.907 $ | +444.137 $ | 5.673.770 $ | | | | | |
|---|
| Chicago Partners Investment Group LLC | 6.103.478 $ | +1.197.246 $ | 4.906.232 $ | +757.195 $ | 4.149.037 $ | | | |
|---|
| Knollwood Investment Advisory, LLC | 6.099.033 $ | +1.221.478 $ | 4.877.555 $ | +1.050.148 $ | 3.827.407 $ | +208.678 $ | 3.618.729 $ | |
|---|
| INTREPID CAPITAL MANAGEMENT INC | 6.059.178 $ | +627.043 $ | 5.432.135 $ | +777.086 $ | 4.655.049 $ | +268.423 $ | 4.386.626 $ | |
|---|
| Hilltop National Bank | 6.042.295 $ | +679.874 $ | 5.362.421 $ | +626.179 $ | 4.736.242 $ | | | |
|---|
| Park Edge Advisors, LLC | 5.465.907 $ | -554.573 $ | 6.020.480 $ | +2.549.086 $ | 3.471.394 $ | -380.404 $ | 3.851.798 $ | |
|---|
| Gradient Investments LLC | 5.985.800 $ | +634.949 $ | 5.350.851 $ | -179.234 $ | 5.530.085 $ | +114.668 $ | 5.415.417 $ | |
|---|
| Discipline Wealth Solutions, LLC | 5.972.511 $ | +614.217 $ | 5.358.294 $ | +4.949.087 $ | | | 409.207 $ | |
|---|
| EQ LLC | 5.942.632 $ | +800.109 $ | 5.142.523 $ | +2.023.006 $ | 3.119.517 $ | +289.909 $ | 2.829.608 $ | |
|---|
| Marex Group plc | 5.941.157 $ | +385.604 $ | 5.555.553 $ | | | | | |
|---|
| Argentarii, LLC | 5.805.684 $ | | | | | | | |
|---|
| Altiora Financial Group, LLC | 5.226.861 $ | -232.782 $ | 5.459.643 $ | +796.736 $ | 4.662.907 $ | -1.104.679 $ | 5.767.586 $ | |
|---|
| Versant Capital Management, Inc | 5.660.390 $ | -84.510 $ | 5.744.900 $ | +536.343 $ | 5.208.557 $ | +134.577 $ | 5.073.980 $ | |
|---|
| Aspect Partners, LLC | 5.728.045 $ | +646.443 $ | 5.081.602 $ | +895.936 $ | 4.185.666 $ | +377.381 $ | 3.808.285 $ | |
|---|
| Howard Capital Management Inc. | 5.711.202 $ | +1.049.847 $ | 4.661.355 $ | | | | | |
|---|
| BCGM Wealth Management, LLC | 5.709.335 $ | +495.292 $ | 5.214.043 $ | | | | | |
|---|
| Gibson Capital, LLC | 5.703.925 $ | +279.624 $ | 5.424.301 $ | +754.473 $ | 4.669.828 $ | -344.661 $ | 5.014.489 $ | |
|---|
| BARCLAYS PLC | 210.880 $ | -5.440.109 $ | 5.650.989 $ | +4.811.374 $ | 839.615 $ | +835.735 $ | 3.880 $ | |
|---|
| Ameritas Advisory Services, LLC | 4.518.309 $ | -1.116.546 $ | 5.634.855 $ | +2.242.548 $ | 3.392.307 $ | +1.019.477 $ | 2.372.830 $ | |
|---|
| WCG Wealth Advisors LLC | 5.631.374 $ | +980.426 $ | 4.650.948 $ | +673.629 $ | 3.977.319 $ | +157.953 $ | 3.819.366 $ | |
|---|
| New Millennium Group LLC | 852.447 $ | +134.935 $ | 717.512 $ | +651.348 $ | 66.164 $ | -5.516.390 $ | 5.582.554 $ | |
|---|
| REGIONS FINANCIAL CORP | 5.577.922 $ | +1.003.933 $ | 4.573.989 $ | +1.020.653 $ | 3.553.336 $ | +201.873 $ | 3.351.463 $ | |
|---|
| Mengis Capital Management, Inc. | 5.541.557 $ | +543.422 $ | 4.998.135 $ | +750.983 $ | 4.247.152 $ | +161.460 $ | 4.085.692 $ | |
|---|
| Financial Alternatives, Inc | 5.513.797 $ | +630.347 $ | 4.883.450 $ | | | | | |
|---|
| Nadler Financial Group, Inc. | 5.486.199 $ | +1.062.074 $ | 4.424.125 $ | +609.190 $ | 3.814.935 $ | -823.212 $ | 4.638.147 $ | |
|---|
| BRADLEY FOSTER & SARGENT INC/CT | 5.473.374 $ | +608.336 $ | 4.865.038 $ | +691.595 $ | 4.173.443 $ | +378.836 $ | 3.794.607 $ | |
|---|
| D.A. DAVIDSON & CO. | 5.198.046 $ | +910.438 $ | 4.287.608 $ | +293.325 $ | 3.994.283 $ | -1.476.851 $ | 5.471.134 $ | |
|---|
| Regal Investment Advisors LLC | 5.408.213 $ | +1.254.075 $ | 4.154.138 $ | +1.908.862 $ | 2.245.276 $ | -1.168.040 $ | 3.413.316 $ | |
|---|
| Per Stirling Capital Management, LLC. | 5.405.925 $ | +541.793 $ | 4.864.132 $ | +776.683 $ | 4.087.449 $ | | | |
|---|
| Altman Advisors, Inc. | 5.405.826 $ | +26.318 $ | 5.379.508 $ | | | | | |
|---|
| Davies Financial Advisors, Inc. | 2.087.611 $ | -3.299.589 $ | 5.387.200 $ | | | | | |
|---|
| Financial Sense Advisors, Inc. | 5.367.610 $ | +202.904 $ | 5.164.706 $ | | | | | |
|---|
| SGL Investment Advisors, Inc. | 5.344.167 $ | +1.325.590 $ | 4.018.577 $ | +911.243 $ | 3.107.334 $ | +49.370 $ | 3.057.964 $ | |
|---|
| Family Manage LLC | 5.302.755 $ | +1.095.194 $ | 4.207.561 $ | +1.820.607 $ | 2.386.954 $ | +138.809 $ | 2.248.145 $ | |
|---|
| J2 Capital Management Inc | 5.260.384 $ | +499.334 $ | 4.761.050 $ | +1.743.263 $ | 3.017.787 $ | | | |
|---|
| Amplius Wealth Advisors, LLC | 5.250.893 $ | +285.754 $ | 4.965.139 $ | +484.692 $ | 4.480.447 $ | -173.839 $ | 4.654.286 $ | |
|---|
| CI INVESTMENTS INC. | 5.244.962 $ | +5.240.769 $ | 4.193 $ | +600 $ | 3.593 $ | +196 $ | 3.397 $ | |
|---|
| One Capital Management, LLC | 5.221.179 $ | +336.712 $ | 4.884.467 $ | +745.135 $ | 4.139.332 $ | +777.669 $ | 3.361.663 $ | |
|---|
| Modera Wealth Management, LLC | 5.197.478 $ | +679.115 $ | 4.518.363 $ | +572.534 $ | 3.945.829 $ | +254.461 $ | 3.691.368 $ | |
|---|
| Westover Capital Advisors, LLC | 5.123.775 $ | +595.807 $ | 4.527.968 $ | +587.191 $ | 3.940.777 $ | | | |
|---|
| Synergy Investment Management, LLC | 5.087.327 $ | +726.149 $ | 4.361.178 $ | +2.046.116 $ | | | 2.315.062 $ | |
|---|
| Interchange Capital Partners, LLC | 5.086.951 $ | +418.801 $ | 4.668.150 $ | | | | | |
|---|
| Alhambra Investment Management LLC | 3.404.513 $ | -41.183 $ | 3.445.696 $ | -768.312 $ | 4.214.008 $ | -871.410 $ | 5.085.418 $ | |
|---|
| NBC SECURITIES, INC. | 5.079.050 $ | +5.078.660 $ | | | 390 $ | +15 $ | 375 $ | |
|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | | | 5.067.849 $ | +724.973 $ | 4.342.876 $ | +236.783 $ | 4.106.093 $ | |
|---|
| Promus Capital, LLC | | | 5.036.484 $ | +720.486 $ | 4.315.998 $ | +286.907 $ | 4.029.091 $ | |
|---|
| Geneos Wealth Management Inc. | 5.036.030 $ | +678.199 $ | 4.357.831 $ | +640.302 $ | 3.717.529 $ | +193.077 $ | 3.524.452 $ | |
|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 5.035.624 $ | +2.112.453 $ | 2.923.171 $ | | | | | |
|---|
| Connective Portfolio Management, LLC | 5.034.894 $ | +535.820 $ | 4.499.074 $ | +613.009 $ | 3.886.065 $ | +1.054.275 $ | 2.831.790 $ | |
|---|
| Firestone Capital Management | 5.029.456 $ | +676.136 $ | 4.353.320 $ | +746.667 $ | 3.606.653 $ | | | |
|---|
| Cypress Wealth Services, LLC | 5.025.478 $ | +937.114 $ | 4.088.364 $ | +1.424.158 $ | 2.664.206 $ | -50.784 $ | 2.714.990 $ | |
|---|
| Parallel Advisors, LLC | 5.025.072 $ | +918.952 $ | 4.106.120 $ | +718.039 $ | 3.388.081 $ | +235.214 $ | 3.152.867 $ | |
|---|
| Allie Family Office LLC | 5.020.997 $ | +254.534 $ | 4.766.463 $ | +79.690 $ | 4.686.773 $ | +499.633 $ | 4.187.140 $ | |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | 4.991.121 $ | +409.703 $ | 4.581.418 $ | +659.628 $ | 3.921.790 $ | | | |
|---|
| Centerline Wealth Advisors, LLC | 4.953.967 $ | +2.212.430 $ | 2.741.537 $ | +421.807 $ | 2.319.730 $ | | | |
|---|
| BOK Financial Private Wealth, Inc. | 4.951.289 $ | +512.391 $ | 4.438.898 $ | +1.942.564 $ | 2.496.334 $ | +1.486.997 $ | 1.009.337 $ | |
|---|
| Smith Thornton Advisors LLC | 4.928.155 $ | +554.678 $ | 4.373.477 $ | +746.931 $ | 3.626.546 $ | +236.169 $ | 3.390.377 $ | |
|---|
| D. SCOTT NEAL, INC. | | | 4.884.105 $ | +310.061 $ | 4.574.044 $ | +225.035 $ | 4.349.009 $ | |
|---|
| HARBOUR INVESTMENTS, INC. | 4.870.687 $ | +628.851 $ | 4.241.836 $ | +626.203 $ | 3.615.633 $ | +417.702 $ | 3.197.931 $ | |
|---|
| Robinson Value Management, Ltd. | 4.857.375 $ | +445.475 $ | 4.411.900 $ | +706.656 $ | 3.705.244 $ | -365.060 $ | 4.070.304 $ | |
|---|
| Quantinno Capital Management LP | 4.845.687 $ | +919.236 $ | 3.926.451 $ | +294.480 $ | 3.631.971 $ | +1.569.963 $ | 2.062.008 $ | |
|---|
| F/m Investments LLC | 4.832.537 $ | +493.116 $ | 4.339.421 $ | +630.872 $ | 3.708.549 $ | -773.944 $ | 4.482.493 $ | |
|---|
| Garde Capital, Inc. | 4.783.754 $ | +920.831 $ | 3.862.923 $ | +994.300 $ | 2.868.623 $ | +439.706 $ | 2.428.917 $ | |
|---|
| BridgePort Financial Solutions, LLC | 4.775.237 $ | +470.632 $ | 4.304.605 $ | +827.810 $ | 3.476.795 $ | +850.207 $ | 2.626.588 $ | |
|---|
| Invst, LLC | 4.662.080 $ | -103.555 $ | 4.765.635 $ | +2.106.729 $ | 2.658.906 $ | -630.590 $ | 3.289.496 $ | |
|---|
| MATHER GROUP, LLC. | 4.725.393 $ | +2.204.713 $ | 2.520.680 $ | +643.082 $ | 1.877.598 $ | +858.592 $ | 1.019.006 $ | |
|---|
| Strathmore Capital Advisors, Inc. | 4.711.026 $ | +443.357 $ | 4.267.669 $ | +482.958 $ | 3.784.711 $ | | | |
|---|
| Procyon Advisors, LLC | 4.707.698 $ | +582.876 $ | 4.124.822 $ | | | | | |
|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.663.523 $ | +4.461.309 $ | 202.214 $ | | | | | |
|---|
| American Trust | 3.120.702 $ | -1.525.787 $ | 4.646.489 $ | +706.843 $ | 3.939.646 $ | | | |
|---|
| Plan Group Financial, LLC | 4.628.963 $ | +320.033 $ | 4.308.930 $ | +870.025 $ | 3.438.905 $ | +316.855 $ | 3.122.050 $ | |
|---|
| Financial Advocates Investment Management | | | 952.122 $ | -939.348 $ | 1.891.470 $ | -2.630.753 $ | 4.522.223 $ | |
|---|
| Advisory Alpha, LLC | 4.479.042 $ | +436.651 $ | 4.042.391 $ | | | | | |
|---|
| FIDELIS CAPITAL PARTNERS, LLC | 4.466.379 $ | +622.959 $ | 3.843.420 $ | | | | | |
|---|
| Banque Cantonale Vaudoise | 4.463.000 $ | +4.461.039 $ | 1.961 $ | +1.672 $ | 289 $ | -126 $ | 415 $ | |
|---|
| EQ WEALTH ADVISORS, LLC | | | 4.450.395 $ | | | | | |
|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 4.450.064 $ | +1.987.746 $ | 2.462.318 $ | | | | | |
|---|
| J.W. COLE ADVISORS, INC. | 4.447.954 $ | +458.223 $ | 3.989.731 $ | | | | | |
|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.417.353 $ | +3.026.718 $ | 1.390.635 $ | +672.373 $ | 718.262 $ | +74.242 $ | 644.020 $ | |
|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.399.901 $ | +1.909.639 $ | 2.490.262 $ | +173.588 $ | 2.316.674 $ | +1.089.775 $ | 1.226.899 $ | |
|---|
| UNIQUE WEALTH, LLC | 4.375.469 $ | +141.856 $ | 4.233.613 $ | +1.017.147 $ | 3.216.466 $ | +567.393 $ | 2.649.073 $ | |
|---|
| INSIGNEO ADVISORY SERVICES, LLC | 4.233.990 $ | +680.631 $ | 3.553.359 $ | +1.251.028 $ | 2.302.331 $ | -9.550 $ | 2.311.881 $ | |
|---|
| Cushing Capital Partners, LLC | 4.204.931 $ | +200.252 $ | 4.004.679 $ | | | | | |
|---|
| Lynx Investment Advisory | 4.189.752 $ | +459.052 $ | 3.730.700 $ | +533.690 $ | 3.197.010 $ | +196.595 $ | 3.000.415 $ | |
|---|
| Eagle Strategies LLC | 4.184.435 $ | +555.541 $ | 3.628.894 $ | | | | | |
|---|
| Bank of Jackson Hole Trust | 4.178.145 $ | +371.328 $ | 3.806.817 $ | +496.873 $ | 3.309.944 $ | +494.590 $ | 2.815.354 $ | |
|---|
| GUIDANCE CAPITAL, INC | 3.671.855 $ | -483.248 $ | 4.155.103 $ | +853.454 $ | 3.301.649 $ | +282.902 $ | 3.018.747 $ | |
|---|
| Towerpoint Wealth, LLC | 4.146.732 $ | +300.183 $ | 3.846.549 $ | +535.545 $ | 3.311.004 $ | +24.279 $ | 3.286.725 $ | |
|---|
| EWA, LLC | 4.107.698 $ | +346.063 $ | 3.761.635 $ | +1.444.268 $ | 2.317.367 $ | -47.348 $ | 2.364.715 $ | |
|---|
| Farrell Financial LLC | 4.083.744 $ | +485.049 $ | 3.598.695 $ | +530.209 $ | 3.068.486 $ | +179.269 $ | 2.889.217 $ | |
|---|
| DAHRING | CUSMANO LLC | 4.029.089 $ | -44.187 $ | 4.073.276 $ | | | | | |
|---|
| Global Wealth Management, LLC | 4.065.237 $ | +2.719.865 $ | 1.345.372 $ | +179.704 $ | 1.165.668 $ | +100.968 $ | 1.064.700 $ | |
|---|
| Financial & Tax Architects, LLC | 4.057.932 $ | +352.556 $ | 3.705.376 $ | | | | | |
|---|
| Integrated Advisors Network LLC | 4.044.539 $ | +56.670 $ | 3.987.869 $ | | | | | |
|---|
| Bryn Mawr Trust Advisors, LLC | 4.037.964 $ | +246.429 $ | 3.791.535 $ | +554.427 $ | 3.237.108 $ | +1.535.758 $ | 1.701.350 $ | |
|---|
| Cadent Capital Advisors, LLC | 3.981.308 $ | +224.629 $ | 3.756.679 $ | +686.384 $ | 3.070.295 $ | +419.158 $ | 2.651.137 $ | |
|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 3.913.856 $ | +989.229 $ | 2.924.627 $ | +432.097 $ | 2.492.530 $ | +147.690 $ | 2.344.840 $ | |
|---|
| Bellecapital International Ltd. | 3.895.916 $ | +371.665 $ | 3.524.251 $ | | | | | |
|---|
| Vise Technologies, Inc. | 3.869.699 $ | +1.164.183 $ | 2.705.516 $ | | | | | |
|---|
| Cobblestone Asset Management LLC | 3.843.887 $ | +129.852 $ | 3.714.035 $ | +1.832.135 $ | 1.881.900 $ | -999.888 $ | 2.881.788 $ | |
|---|
| NVWM, LLC | 3.667.505 $ | +400.715 $ | 3.266.790 $ | +611.127 $ | 2.655.663 $ | -1.162.940 $ | 3.818.603 $ | |
|---|
| Forthright Family Wealth Advisory LLC | 3.815.558 $ | +517.913 $ | 3.297.645 $ | +1.645.542 $ | 1.652.103 $ | +66.669 $ | 1.585.434 $ | |
|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3.796.240 $ | +23.915 $ | 3.772.325 $ | | | | | |
|---|
| Avior Wealth Management, LLC | 3.788.621 $ | +241.107 $ | 3.547.514 $ | +409.530 $ | 3.137.984 $ | +132.080 $ | 3.005.904 $ | |
|---|
| Summit X, LLC | | | | | 3.623.245 $ | -127.674 $ | 3.750.919 $ | |
|---|
| Strengthening Families & Communities, LLC | | | 2.425.212 $ | -1.252.241 $ | 3.677.453 $ | +3.356.764 $ | 320.689 $ | |
|---|
| Western Wealth Management, LLC | 3.649.105 $ | +791.408 $ | 2.857.697 $ | +989.962 $ | | | 1.867.735 $ | |
|---|
| Confluence Wealth Services, Inc. | 3.647.456 $ | +467.625 $ | 3.179.831 $ | +453.389 $ | 2.726.442 $ | +22.358 $ | 2.704.084 $ | |
|---|
| Elyxium Wealth, LLC | 3.638.516 $ | +257.631 $ | 3.380.885 $ | +995.677 $ | 2.385.208 $ | +747.063 $ | 1.638.145 $ | |
|---|
| Red Mountain Financial, LLC | 3.602.081 $ | +335.581 $ | 3.266.500 $ | +436.977 $ | 2.829.523 $ | +108.578 $ | 2.720.945 $ | |
|---|
| Nearwater Capital Markets, Ltd | 3.579.597 $ | | | | | | | |
|---|
| SigFig Wealth Management, LLC | 3.566.434 $ | +261.518 $ | 3.304.916 $ | +1.529.396 $ | 1.775.520 $ | -495.619 $ | 2.271.139 $ | |
|---|
| RFG Advisory, LLC | 3.535.653 $ | +364.073 $ | 3.171.580 $ | +882.800 $ | 2.288.780 $ | +514.927 $ | 1.773.853 $ | |
|---|
| Stratos Wealth Advisors, LLC | 2.825.528 $ | -707.892 $ | 3.533.420 $ | | | | | |
|---|
| Shared Vision Wealth Group LLC | 3.532.970 $ | +652.371 $ | 2.880.599 $ | +1.283.604 $ | 1.596.995 $ | -196.617 $ | 1.793.612 $ | |
|---|
| Cercano Management LLC | | | | | | | 3.529.876 $ | |
|---|
| Compass Financial Group, Inc. | 3.488.037 $ | +252.901 $ | 3.235.136 $ | +385.284 $ | 2.849.852 $ | +133.329 $ | 2.716.523 $ | |
|---|
| Copperleaf Capital, LLC | | | 3.483.285 $ | +2.838.838 $ | 644.447 $ | +267.026 $ | 377.421 $ | |
|---|
| MMBG INVESTMENT ADVISORS CO. | 3.482.193 $ | +360.360 $ | 3.121.833 $ | +592.449 $ | | | 2.529.384 $ | |
|---|
| Keystone Financial Services | | | | | 2.679.266 $ | -772.429 $ | 3.451.695 $ | |
|---|
| HIGHLINE WEALTH PARTNERS LLC | 3.450.374 $ | +411.572 $ | 3.038.802 $ | +467.574 $ | 2.571.228 $ | +152.276 $ | 2.418.952 $ | |
|---|
| Verity Asset Management, Inc. | 3.436.738 $ | | | | | | | |
|---|
| 5T Wealth, LLC | 3.424.633 $ | +606.252 $ | 2.818.381 $ | +1.077.471 $ | 1.740.910 $ | +255.409 $ | 1.485.501 $ | |
|---|
| Wealth Watch Advisors, INC | 3.383.571 $ | +1.663.288 $ | 1.720.283 $ | +1.077.164 $ | 643.119 $ | | | |
|---|
| Savant Capital, LLC | 3.352.138 $ | +676.039 $ | 2.676.099 $ | +690.946 $ | 1.985.153 $ | +162.714 $ | 1.822.439 $ | |
|---|
| NewSquare Capital LLC | 3.159.786 $ | -168.787 $ | 3.328.573 $ | +471.861 $ | 2.856.712 $ | +67.432 $ | 2.789.280 $ | |
|---|
| Roundview Capital LLC | 3.319.285 $ | +588.445 $ | 2.730.840 $ | +748.852 $ | 1.981.988 $ | +106.588 $ | 1.875.400 $ | |
|---|
| ARKANSAS FINANCIAL GROUP, INC. | 3.314.009 $ | +901.029 $ | 2.412.980 $ | +997.221 $ | 1.415.759 $ | +345.818 $ | 1.069.941 $ | |
|---|
| BURNS J W & CO INC/NY | 3.309.707 $ | +657.750 $ | 2.651.957 $ | +750.850 $ | 1.901.107 $ | +510.182 $ | 1.390.925 $ | |
|---|
| Almanack Investment Partners, LLC. | 3.003.615 $ | -263.758 $ | 3.267.373 $ | | | | | |
|---|
| Csenge Advisory Group | 3.267.093 $ | +578.969 $ | 2.688.124 $ | | | | | |
|---|
| Scissortail Wealth Management, LLC | | | | | | | 3.258.248 $ | |
|---|
| ENDEAVOR PRIVATE WEALTH, INC. | 3.233.731 $ | +1.076.464 $ | 2.157.267 $ | +926.343 $ | 1.230.924 $ | -236.944 $ | 1.467.868 $ | |
|---|
| Ipsen Advisor Group LLC | 3.229.292 $ | +183.105 $ | 3.046.187 $ | | | | | |
|---|
| Alaethes Wealth, LLC | 3.213.196 $ | +381.715 $ | 2.831.481 $ | +515.929 $ | 2.315.552 $ | | | |
|---|
| Squarepoint Ops LLC | 3.206.296 $ | +336.029 $ | 2.870.267 $ | +265.739 $ | 2.604.528 $ | +124.317 $ | 2.480.211 $ | |
|---|
| AVIVA PLC | | | 3.192.938 $ | | | | | |
|---|
| Valeo Financial Advisors, LLC | 3.158.491 $ | +1.727.339 $ | 1.431.152 $ | +99.953 $ | 1.331.199 $ | +356.767 $ | 974.432 $ | |
|---|
| Trust Point Inc. | 3.119.282 $ | +295.151 $ | 2.824.131 $ | +415.851 $ | 2.408.280 $ | +130.361 $ | 2.277.919 $ | |
|---|
| Walkner Condon Financial Advisors LLC | 3.101.749 $ | +279.365 $ | 2.822.384 $ | | | | | |
|---|
| Novak & Powell Financial Services, Inc. | 3.086.408 $ | +292.768 $ | 2.793.640 $ | +387.417 $ | 2.406.223 $ | +151.887 $ | 2.254.336 $ | |
|---|
| WHITENER CAPITAL MANAGEMENT, INC. | 3.054.671 $ | +321.357 $ | 2.733.314 $ | | | | | |
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| Parkside Financial Bank & Trust | | | 3.037.348 $ | | | | | |
|---|
| Empowered Funds, LLC | | | 899.437 $ | +466.347 $ | 433.090 $ | -2.557.243 $ | 2.990.333 $ | |
|---|
| Weil Company, Inc. | 2.983.485 $ | +242.166 $ | 2.741.319 $ | | | | | |
|---|
| Arlington Trust Co LLC | 2.983.485 $ | +325.415 $ | 2.658.070 $ | +380.246 $ | 2.277.824 $ | +124.192 $ | 2.153.632 $ | |
|---|
| EASTERN BANK | 2.901.990 $ | +503.127 $ | 2.398.863 $ | +212.896 $ | 2.185.967 $ | +304.259 $ | 1.881.708 $ | |
|---|
| MONECO ADVISORS, LLC | 2.898.769 $ | +231.580 $ | 2.667.189 $ | +306.740 $ | 2.360.449 $ | +840.285 $ | 1.520.164 $ | |
|---|
| Sagace Wealth Management LLC | 2.871.226 $ | +185.067 $ | 2.686.159 $ | +502.062 $ | 2.184.097 $ | | | |
|---|
| Verus Financial Partners, Inc. | 2.870.724 $ | +667.831 $ | 2.202.893 $ | | | | | |
|---|
| Valued Retirements, Inc. | 2.857.265 $ | +624.715 $ | 2.232.550 $ | +0 $ | 2.232.550 $ | +111.287 $ | 2.121.263 $ | |
|---|
| Perkins Coie Trust Co | 2.849.877 $ | +294.924 $ | 2.554.953 $ | +365.494 $ | 2.189.459 $ | -12.145 $ | 2.201.604 $ | |
|---|
| Waldron Private Wealth LLC | 2.848.336 $ | +364.623 $ | 2.483.713 $ | | | | | |
|---|
| Clearstead Advisors, LLC | 2.816.060 $ | +432.042 $ | 2.384.018 $ | +586.504 $ | | | 1.797.514 $ | |
|---|
| Five Pine Wealth Management | 2.797.137 $ | +266.848 $ | 2.530.289 $ | +403.334 $ | 2.126.955 $ | -55.474 $ | 2.182.429 $ | |
|---|
| PFG Advisors | 2.776.501 $ | +398.523 $ | 2.377.978 $ | | | | | |
|---|
| OFC FINANCIAL PLANNING, LLC | 2.770.494 $ | +263.786 $ | 2.506.708 $ | +301.284 $ | 2.205.424 $ | +117.238 $ | 2.088.186 $ | |
|---|
| IMPACTfolio, LLC | | | | | 2.577.588 $ | -188.697 $ | 2.766.285 $ | |
|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.754.017 $ | +670.321 $ | 2.083.696 $ | +1.493.459 $ | 590.237 $ | -67.108 $ | 657.345 $ | |
|---|
| VICUS CAPITAL | 2.750.851 $ | +160.821 $ | 2.590.030 $ | +258.639 $ | 2.331.391 $ | +56.419 $ | 2.274.972 $ | |
|---|
| New England Private Wealth Advisors LLC | 2.733.887 $ | +282.921 $ | 2.450.966 $ | | | | | |
|---|
| Citizens National Bank Trust Department | 2.733.400 $ | +555.612 $ | 2.177.788 $ | +414.559 $ | 1.763.229 $ | +277.201 $ | 1.486.028 $ | |
|---|
| WESPAC Advisors, LLC | 2.731.858 $ | +776.237 $ | 1.955.621 $ | | | | | |
|---|
| PINNACLE FINANCIAL PARTNERS INC | | | 1.423.015 $ | -162.985 $ | 1.586.000 $ | -1.114.720 $ | 2.700.720 $ | |
|---|
| Wealthspire Advisors, LLC | 2.692.170 $ | +166.469 $ | 2.525.701 $ | +254.051 $ | 2.271.650 $ | -220.295 $ | 2.491.945 $ | |
|---|
| PATTON ALBERTSON MILLER GROUP, LLC | 2.691.110 $ | | | | | | | |
|---|
| Apella Capital, LLC | 2.678.366 $ | +426.697 $ | 2.251.669 $ | +968.101 $ | 1.283.568 $ | | | |
|---|
| OAK FAMILY ADVISORS, LLC | 2.648.090 $ | -12.818 $ | 2.660.908 $ | +617.807 $ | 2.043.101 $ | -245.844 $ | 2.288.945 $ | |
|---|
| Main Street Financial Solutions, LLC | 2.599.064 $ | -43.360 $ | 2.642.424 $ | +346.516 $ | 2.295.908 $ | +253.239 $ | 2.042.669 $ | |
|---|
| RFG - Bristol Wealth Advisors, LLC | 2.579.096 $ | +147.341 $ | 2.431.755 $ | | | | | |
|---|
| CATHY PARETO & ASSOCIATES, INC | 2.574.469 $ | +374.850 $ | 2.199.619 $ | | | | | |
|---|
| Northstar Financial Companies, Inc. | 2.572.521 $ | | | | | | | |
|---|
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2.561.238 $ | +184.351 $ | 2.376.887 $ | +1.096.636 $ | 1.280.251 $ | -386.077 $ | 1.666.328 $ | |
|---|
| Relyea Zuckerberg Hanson LLC | 2.557.261 $ | +264.642 $ | 2.292.619 $ | +327.967 $ | 1.964.652 $ | +107.117 $ | 1.857.535 $ | |
|---|
| Moors & Cabot, Inc. | 2.551.335 $ | +477.317 $ | 2.074.018 $ | | | | | |
|---|
| WEALTHGARDEN F.S. LLC | 2.524.459 $ | +531.506 $ | 1.992.953 $ | | | | | |
|---|
| ACCREDITED INVESTOR SERVICES, LLC | 2.491.513 $ | +257.838 $ | 2.233.675 $ | | | | | |
|---|
| TPG Advisors LLC | 2.473.613 $ | +263.408 $ | 2.210.205 $ | +380.092 $ | 1.830.113 $ | +126.346 $ | 1.703.767 $ | |
|---|
| Holistic Financial Partners | 2.461.237 $ | +60.773 $ | 2.400.464 $ | | | | | |
|---|
| Cornerstone Planning Group LLC | 2.448.934 $ | +716.071 $ | 1.732.863 $ | +1.670.893 $ | 61.970 $ | -19.904 $ | 81.874 $ | |
|---|
| Headlands Technologies LLC | 2.412.778 $ | +692.059 $ | 1.720.719 $ | +1.479.455 $ | | | 241.264 $ | |
|---|
| Riggs Asset Managment Co. Inc. | 2.352.388 $ | +273.640 $ | 2.078.748 $ | +907.876 $ | 1.170.872 $ | +114.544 $ | 1.056.328 $ | |
|---|
| Capital Advisors Wealth Management, LLC | 2.325.683 $ | +430.461 $ | 1.895.222 $ | | | | | |
|---|
| OPPENHEIMER & CO INC | | | 2.315.978 $ | | | | | |
|---|
| Clearstead Trust, LLC | 2.310.017 $ | +134.630 $ | 2.175.387 $ | +301.593 $ | 1.873.794 $ | | | |
|---|
| Sound View Wealth Advisors Group, LLC | 2.301.819 $ | +238.207 $ | 2.063.612 $ | | | | | |
|---|
| Sunesis Advisors, LLC | 2.289.238 $ | +236.906 $ | 2.052.332 $ | | | | | |
|---|
| DAVENPORT & Co LLC | 2.276.819 $ | +196.761 $ | 2.080.058 $ | | | | | |
|---|
| Azimuth Capital Investment Management LLC | 2.234.123 $ | +267.587 $ | 1.966.536 $ | +593.119 $ | 1.373.417 $ | +74.882 $ | 1.298.535 $ | |
|---|
| SCS Capital Management LLC | 2.204.496 $ | +1.581.730 $ | 622.766 $ | +91.833 $ | 530.933 $ | +78.120 $ | 452.813 $ | |
|---|
| Marks Group Wealth Management, Inc | 2.199.382 $ | +227.606 $ | 1.971.776 $ | +282.069 $ | 1.689.707 $ | +170.603 $ | 1.519.104 $ | |
|---|
| Pilgrim Partners Asia Pte Ltd | 2.182.661 $ | +739.632 $ | 1.443.029 $ | | | | | |
|---|
| SWMG, LLC | 2.172.585 $ | +200.876 $ | 1.971.709 $ | -105.959 $ | | | 2.077.668 $ | |
|---|
| Columbus Macro, LLC | 2.164.121 $ | +101.247 $ | 2.062.874 $ | | | | | |
|---|
| Bleakley Financial Group, LLC | 2.157.255 $ | +252.209 $ | 1.905.046 $ | +286.929 $ | 1.618.117 $ | +388.860 $ | 1.229.257 $ | |
|---|
| Plante Moran Financial Advisors, LLC | 2.145.323 $ | +1.843.546 $ | 301.777 $ | +129.476 $ | 172.301 $ | -244.310 $ | 416.611 $ | |
|---|
| Venturi Wealth Management, LLC | 2.126.063 $ | +215.653 $ | 1.910.410 $ | +368.763 $ | 1.541.647 $ | +79.409 $ | 1.462.238 $ | |
|---|
| AlphaStar Capital Management, LLC | | | | | 2.124.669 $ | | | |
|---|
| FIRST HORIZON CORP | 2.097.433 $ | +234.157 $ | 1.863.276 $ | | | | | |
|---|
| Archford Capital Strategies, LLC | 2.078.439 $ | +247.109 $ | 1.831.330 $ | | | | | |
|---|
| DMC Group, LLC | 1.552.863 $ | +346.191 $ | 1.206.672 $ | +107.078 $ | 1.099.594 $ | -953.629 $ | 2.053.223 $ | |
|---|
| SILVER OAK SECURITIES, INCORPORATED | 1.977.545 $ | -45.097 $ | 2.022.642 $ | +230.914 $ | 1.791.728 $ | -54.074 $ | 1.845.802 $ | |
|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 2.007.496 $ | +531.211 $ | 1.476.285 $ | +211.687 $ | 1.264.598 $ | +68.948 $ | 1.195.650 $ | |
|---|
| Intrua Financial, LLC | 1.981.197 $ | +177.447 $ | 1.803.750 $ | | | | | |
|---|
| Montis Financial, LLC | 1.978.762 $ | +204.775 $ | 1.773.987 $ | +253.775 $ | 1.520.212 $ | +82.885 $ | 1.437.327 $ | |
|---|
| SIGNATUREFD, LLC | 1.955.710 $ | +699.118 $ | 1.256.592 $ | +374.697 $ | 881.895 $ | -296.067 $ | 1.177.962 $ | |
|---|
| Strategic Wealth Partners, Ltd. | | | 1.953.802 $ | +621.979 $ | 1.331.823 $ | | | |
|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.712.444 $ | -240.267 $ | 1.952.711 $ | +310.896 $ | 1.641.815 $ | +123.064 $ | 1.518.751 $ | |
|---|
| Outlook Wealth Advisors, LLC | 1.951.814 $ | +775.123 $ | 1.176.691 $ | +135.279 $ | 1.041.412 $ | +52.417 $ | 988.995 $ | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 1.950.353 $ | +179.786 $ | 1.770.567 $ | +386.175 $ | 1.384.392 $ | +20.939 $ | 1.363.453 $ | |
|---|
| Bradley & Co. Private Wealth Management, LLC | 1.949.784 $ | +139.921 $ | 1.809.863 $ | +376.643 $ | 1.433.220 $ | +78.142 $ | 1.355.078 $ | |
|---|
| Gateway Wealth Partners, LLC | 1.906.922 $ | +317.994 $ | 1.588.928 $ | | | | | |
|---|
| Bristlecone Advisors, LLC | | | 1.890.420 $ | | | | | |
|---|
| FIRST NATIONAL BANK OF OMAHA | 1.877.940 $ | | | | | | | |
|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.877.624 $ | +194.308 $ | 1.683.316 $ | +240.804 $ | 1.442.512 $ | +78.649 $ | 1.363.863 $ | |
|---|
| Vanguard Capital Wealth Advisors | 723.874 $ | -1.146.461 $ | 1.870.335 $ | | | | | |
|---|
| Golden State Equity Partners | 1.862.527 $ | +113.646 $ | 1.748.881 $ | +590.981 $ | 1.157.900 $ | -67.760 $ | 1.225.660 $ | |
|---|
| Ifrah Financial Services, Inc. | 1.859.504 $ | +96.669 $ | 1.762.835 $ | +212.269 $ | 1.550.566 $ | +15.970 $ | 1.534.596 $ | |
|---|
| IFG Advisory, LLC | 1.849.296 $ | +161.978 $ | 1.687.318 $ | +393.534 $ | 1.293.784 $ | -193.866 $ | 1.487.650 $ | |
|---|
| J.Safra Asset Management Corp | 1.832.088 $ | +1.768.633 $ | 63.455 $ | +9.077 $ | 54.378 $ | | | |
|---|
| Sageworth Trust Co | 1.826.000 $ | +188.966 $ | 1.637.034 $ | +234.183 $ | 1.402.851 $ | +76.487 $ | 1.326.364 $ | |
|---|
| SAX WEALTH ADVISORS, LLC | 1.825.343 $ | +263.593 $ | 1.561.750 $ | +214.522 $ | 1.347.228 $ | +99.163 $ | 1.248.065 $ | |
|---|
| Keystone Wealth Services, LLC | 1.815.606 $ | +303.809 $ | 1.511.797 $ | +225.435 $ | 1.286.362 $ | +592.049 $ | 694.313 $ | |
|---|
| PRIVATE TRUST CO NA | 1.695.885 $ | -101.534 $ | 1.797.419 $ | +487.921 $ | 1.309.498 $ | +27.000 $ | 1.282.498 $ | |
|---|
| BENJAMIN EDWARDS INC | 1.370.952 $ | -421.586 $ | 1.792.538 $ | +707.792 $ | | | 1.084.746 $ | |
|---|
| Hoxton Planning & Management, LLC | 1.790.123 $ | +85.704 $ | 1.704.419 $ | +802.506 $ | 901.913 $ | -330.056 $ | 1.231.969 $ | |
|---|
| United Asset Strategies, Inc. | 689.701 $ | -342.905 $ | 1.032.606 $ | -304.704 $ | 1.337.310 $ | -436.678 $ | 1.773.988 $ | |
|---|
| Terra Nova Asset Management LLC | 1.766.747 $ | +182.835 $ | 1.583.912 $ | | | | | |
|---|
| Forum Financial Management, LP | 1.766.503 $ | +173.058 $ | 1.593.445 $ | +227.948 $ | 1.365.497 $ | -202.663 $ | 1.568.160 $ | |
|---|
| BANK OF NOVA SCOTIA | 1.743.613 $ | +1.001.230 $ | 742.383 $ | | | | | |
|---|
| GeoWealth Management, LLC | 718.697 $ | -1.023.677 $ | 1.742.374 $ | +1.091.774 $ | 650.600 $ | -39.644 $ | 690.244 $ | |
|---|
| Comprehensive Money Management Services LLC | 1.720.155 $ | -9.806 $ | 1.729.961 $ | +110.659 $ | 1.619.302 $ | -506 $ | 1.619.808 $ | |
|---|
| ALTERNA WEALTH MANAGEMENT, INC | 1.691.552 $ | -33.965 $ | 1.725.517 $ | +438.407 $ | 1.287.110 $ | -36.011 $ | 1.323.121 $ | |
|---|
| CM WEALTH ADVISORS LLC | 1.707.249 $ | +176.678 $ | 1.530.571 $ | | | | | |
|---|
| FIRST MANHATTAN CO. LLC. | 1.701.810 $ | +675.753 $ | 1.026.057 $ | +146.781 $ | 879.276 $ | | | |
|---|
| Maia Wealth LLC | 1.672.131 $ | +353.204 $ | 1.318.927 $ | +311.751 $ | 1.007.176 $ | -19.400 $ | 1.026.576 $ | |
|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.668.575 $ | +2.294 $ | 1.666.281 $ | +1.160.104 $ | 506.177 $ | -96.631 $ | 602.808 $ | |
|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 1.660.576 $ | +159.549 $ | 1.501.027 $ | +1.123.312 $ | 377.715 $ | +69.236 $ | 308.479 $ | |
|---|
| Wealthspire Retirement, LLC | 1.660.208 $ | +1.088.890 $ | 571.318 $ | | | | | |
|---|
| A4 Wealth Advisors LLC | 1.652.053 $ | +650.447 $ | 1.001.606 $ | | | | | |
|---|
| MONEY CONCEPTS CAPITAL CORP | 1.651.566 $ | +1.299.432 $ | 352.134 $ | | | | | |
|---|
| PBMares Wealth Management LLC | | | 1.647.040 $ | +208.114 $ | 1.438.926 $ | +9.647 $ | 1.429.279 $ | |
|---|
| Narus Financial Partners, LLC | 1.634.358 $ | +181.359 $ | 1.452.999 $ | +328.960 $ | 1.124.039 $ | +179.382 $ | 944.657 $ | |
|---|
| MCF Advisors LLC | 1.627.054 $ | +1.563.671 $ | 63.383 $ | +9.067 $ | 54.316 $ | +2.961 $ | 51.355 $ | |
|---|
| Blossom Wealth Management | 1.437.927 $ | -182.443 $ | 1.620.370 $ | | | | | |
|---|
| S.A. Mason LLC | 1.413.332 $ | +146.261 $ | 1.267.071 $ | +181.321 $ | 1.085.750 $ | -528.929 $ | 1.614.679 $ | |
|---|
| WealthPlan Investment Management, LLC | 377.424 $ | +18.309 $ | 359.115 $ | -1.250.634 $ | 1.609.749 $ | | | |
|---|
| VERUS CAPITAL PARTNERS, LLC | 1.604.323 $ | +271.175 $ | 1.333.148 $ | +461.042 $ | 872.106 $ | -425.896 $ | 1.298.002 $ | |
|---|
| Worth Asset Management, LLC | | | 243.852 $ | -1.271.620 $ | 1.515.472 $ | -79.219 $ | 1.594.691 $ | |
|---|
| Worth Financial Advisory Group, LLC | 1.588.253 $ | | | | | | | |
|---|
| Florida Trust Wealth Management Co | 1.583.383 $ | +148.504 $ | 1.434.879 $ | +205.265 $ | 1.229.614 $ | +209.429 $ | 1.020.185 $ | |
|---|
| Jacobi Capital Management LLC | 1.569.127 $ | -2.925 $ | 1.572.052 $ | +225.326 $ | 1.346.726 $ | +94.302 $ | 1.252.424 $ | |
|---|
| CoreCap Advisors, LLC | 1.569.665 $ | +286.512 $ | 1.283.153 $ | +357.918 $ | 925.235 $ | | | |
|---|
| ETF Store, Inc. | 1.552.376 $ | +122.082 $ | 1.430.294 $ | +19.274 $ | 1.411.020 $ | +71.095 $ | 1.339.925 $ | |
|---|
| NWAM LLC | 1.502.113 $ | -15.833 $ | 1.517.946 $ | +520.976 $ | 996.970 $ | | | |
|---|
| Douglass Winthrop Advisors, LLC | 1.516.256 $ | +156.912 $ | 1.359.344 $ | +194.459 $ | 1.164.885 $ | +63.512 $ | 1.101.373 $ | |
|---|
| Jordan Park Trust Co LLC | 1.513.902 $ | +156.668 $ | 1.357.234 $ | +194.158 $ | 1.163.076 $ | +63.413 $ | 1.099.663 $ | |
|---|
| CARY STREET PARTNERS FINANCIAL LLC | 1.497.018 $ | +133.890 $ | 1.363.128 $ | +195.624 $ | 1.167.504 $ | +887.680 $ | 279.824 $ | |
|---|
| Westside Investment Management, Inc. | 16.312 $ | -1.480.443 $ | 1.496.755 $ | +214.023 $ | 1.282.732 $ | +70.063 $ | 1.212.669 $ | |
|---|
| IBEX WEALTH ADVISORS | 1.490.200 $ | +201.952 $ | 1.288.248 $ | +179.300 $ | 1.108.948 $ | | | |
|---|
| Brookwood Investment Group LLC | 1.475.123 $ | +378.988 $ | 1.096.135 $ | +173.145 $ | 922.990 $ | -24.851 $ | 947.841 $ | |
|---|
| Accredited Wealth Management, LLC | | | 1.315.973 $ | +222.490 $ | 1.093.483 $ | -371.143 $ | 1.464.626 $ | |
|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 1.457.326 $ | -548 $ | 1.457.874 $ | +378.360 $ | 1.079.514 $ | +46.712 $ | 1.032.802 $ | |
|---|
| Wilmington Savings Fund Society, FSB | 40.585 $ | +4.200 $ | 36.385 $ | -1.415.169 $ | 1.451.554 $ | +763.668 $ | 687.886 $ | |
|---|
| Mraz, Amerine & Associates, Inc. | 1.440.280 $ | +100.657 $ | 1.339.623 $ | +163.389 $ | 1.176.234 $ | -42.287 $ | 1.218.521 $ | |
|---|
| Clarion Wealth Managment Partners, LLC | 1.434.923 $ | +114.657 $ | 1.320.266 $ | | | | | |
|---|
| ERn Financial, LLC | 1.434.517 $ | +190.004 $ | 1.244.513 $ | +211.583 $ | 1.032.930 $ | | | |
|---|
| BEAM WEALTH ADVISORS, INC. | 1.422.991 $ | +127.758 $ | 1.295.233 $ | +173.439 $ | 1.121.794 $ | +61.163 $ | 1.060.631 $ | |
|---|
| FFG Partners, LLC | 1.404.972 $ | +150.490 $ | 1.254.482 $ | | | | | |
|---|
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.401.319 $ | | | | | | | |
|---|
| Dynamic Advisor Solutions LLC | 1.401.319 $ | +166.558 $ | 1.234.761 $ | +273.793 $ | 960.968 $ | -81.504 $ | 1.042.472 $ | |
|---|
| Diversified Trust Co | 1.401.075 $ | +196.295 $ | 1.204.780 $ | +245.933 $ | 958.847 $ | +61.181 $ | 897.666 $ | |
|---|
| Capital Investment Advisors, LLC | 1.397.287 $ | +143.945 $ | 1.253.342 $ | +186.030 $ | 1.067.312 $ | +128.963 $ | 938.349 $ | |
|---|
| Independent Wealth Network Inc. | 1.396.656 $ | +68.781 $ | 1.327.875 $ | +330.267 $ | 997.608 $ | +99.209 $ | 898.399 $ | |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.384.436 $ | +144.290 $ | 1.240.146 $ | +177.407 $ | 1.062.739 $ | +16.730 $ | 1.046.009 $ | |
|---|
| Fort Point Capital Partners LLC | 1.275.851 $ | -101.394 $ | 1.377.245 $ | | | | | |
|---|
| RCS Financial Planning, LLC | 1.363.412 $ | +169.911 $ | 1.193.501 $ | | | | | |
|---|
| CROSSPOINT FINANCIAL, LLC | 1.357.246 $ | +179.824 $ | 1.177.422 $ | | | | | |
|---|
| EVERMAY WEALTH MANAGEMENT LLC | 1.353.510 $ | +115.692 $ | 1.237.818 $ | +167.720 $ | 1.070.098 $ | +60.054 $ | 1.010.044 $ | |
|---|
| Auxano Advisors, LLC | 1.352.293 $ | +125.026 $ | 1.227.267 $ | | | | | |
|---|
| Lantz Financial LLC | 1.341.415 $ | +80.893 $ | 1.260.522 $ | | | | | |
|---|
| IPG Investment Advisors LLC | 1.332.974 $ | +823.075 $ | 509.899 $ | +72.942 $ | 436.957 $ | +23.824 $ | 413.133 $ | |
|---|
| Atala Financial Inc | 1.319.987 $ | +575.914 $ | 744.073 $ | +141.207 $ | | | 602.866 $ | |
|---|
| Atlatl Advisers LLC | 1.303.022 $ | +231.629 $ | 1.071.393 $ | +299.314 $ | 772.079 $ | +39.029 $ | 733.050 $ | |
|---|
| Mirador Capital Partners LP | 1.281.674 $ | +185.539 $ | 1.096.135 $ | +146.766 $ | 949.369 $ | +44.746 $ | 904.623 $ | |
|---|
| HORAN Wealth, LLC | 1.273.152 $ | +131.754 $ | 1.141.398 $ | | | | | |
|---|
| CENTRAL BANK & TRUST CO | 1.271.122 $ | +190.997 $ | 1.080.125 $ | +307.359 $ | 772.766 $ | +368.124 $ | 404.642 $ | |
|---|
| Total Clarity Wealth Management, Inc. | 1.261.382 $ | +177.036 $ | 1.084.346 $ | | | | | |
|---|
| Northwest Capital Management Inc | 237.341 $ | -428.723 $ | 666.064 $ | -591.987 $ | 1.258.051 $ | +277.959 $ | 980.092 $ | |
|---|
| Cascade Financial Partners, LLC | 1.257.486 $ | +93.748 $ | 1.163.738 $ | +166.477 $ | 997.261 $ | +24.893 $ | 972.368 $ | |
|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.253.996 $ | +136.539 $ | 1.117.457 $ | +159.856 $ | 957.601 $ | +196.958 $ | 760.643 $ | |
|---|
| Banco Santander, S.A. | 1.241.901 $ | | | | | | | |
|---|
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1.237.518 $ | +128.067 $ | 1.109.451 $ | +146.924 $ | 962.527 $ | +52.479 $ | 910.048 $ | |
|---|
| JT Stratford LLC | 1.233.946 $ | +114.452 $ | 1.119.494 $ | +287.799 $ | 831.695 $ | +208.488 $ | 623.207 $ | |
|---|
| Glass Jacobson Investment Advisors llc | 187.016 $ | +12.222 $ | 174.794 $ | +27.187 $ | 147.607 $ | -1.081.529 $ | 1.229.136 $ | |
|---|
| Tarbox Family Office, Inc. | 1.223.800 $ | +126.647 $ | 1.097.153 $ | | | | | |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.223.718 $ | +198.752 $ | 1.024.966 $ | | | | | |
|---|
| Provenance Wealth Advisors, LLC | 1.222.745 $ | +123.554 $ | 1.099.191 $ | +272.041 $ | | | 827.150 $ | |
|---|
| REBALANCE, LLC | 1.193.909 $ | +353.112 $ | 840.797 $ | | | | | |
|---|
| FIRETHORN WEALTH PARTNERS, LLC | 1.193.767 $ | +252.996 $ | 940.771 $ | +333.135 $ | 607.636 $ | -80.014 $ | 687.650 $ | |
|---|
| Wedmont Private Capital | 1.191.192 $ | +289.497 $ | 901.695 $ | +451.551 $ | 450.144 $ | +235.748 $ | 214.396 $ | |
|---|
| Sharper & Granite LLC | 1.189.141 $ | +51.018 $ | 1.138.123 $ | | | | | |
|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1.186.218 $ | +95.760 $ | 1.090.458 $ | +173.205 $ | 917.253 $ | +56.142 $ | 861.111 $ | |
|---|
| Brooklyn Investment Group | 1.181.224 $ | +339.857 $ | 841.367 $ | +390.753 $ | 450.614 $ | +136.003 $ | 314.611 $ | |
|---|
| AMERICAN NATIONAL BANK & TRUST | 1.091.818 $ | +112.989 $ | 978.829 $ | -178.011 $ | 1.156.840 $ | +80.761 $ | 1.076.079 $ | |
|---|
| JFS WEALTH ADVISORS, LLC | 1.146.446 $ | +95.792 $ | 1.050.654 $ | +239.724 $ | 810.930 $ | -103.127 $ | 914.057 $ | |
|---|
| Hobbs Group Advisors, LLC | 1.141.311 $ | +109.543 $ | 1.031.768 $ | +147.598 $ | 884.170 $ | -164.285 $ | 1.048.455 $ | |
|---|
| First Bank & Trust | 1.100.422 $ | +150.701 $ | 949.721 $ | | | | | |
|---|
| XTX Topco Ltd | | | | | 1.095.291 $ | +412.888 $ | 682.403 $ | |
|---|
| Obermeyer Wealth Partners | 1.058.863 $ | -31.086 $ | 1.089.949 $ | | | | | |
|---|
| DAVIS R M INC | 1.086.298 $ | +744.643 $ | 341.655 $ | +48.875 $ | 292.780 $ | +20.090 $ | 272.690 $ | |
|---|
| Cedar Wealth Management, LLC | 1.084.837 $ | +112.266 $ | 972.571 $ | +139.130 $ | 833.441 $ | +50.039 $ | 783.402 $ | |
|---|
| PDS Planning, Inc | 1.077.583 $ | +164.505 $ | 913.078 $ | +130.761 $ | 782.317 $ | +42.908 $ | 739.409 $ | |
|---|
| Riverpoint Wealth Management Holdings, LLC | 1.044.861 $ | +108.129 $ | 936.732 $ | | | | | |
|---|
| Axecap Investments, LLC | 1.012.028 $ | -29.747 $ | 1.041.775 $ | +157.573 $ | 884.202 $ | +664.635 $ | 219.567 $ | |
|---|
| Grey Ledge Advisors, LLC | 1.040.295 $ | +107.827 $ | 932.468 $ | +122.802 $ | 809.666 $ | +121.583 $ | 688.083 $ | |
|---|
| Retirement Wealth Solutions LLC | 1.034.512 $ | +30.722 $ | 1.003.790 $ | +510.335 $ | 493.455 $ | -91.134 $ | 584.589 $ | |
|---|
| Forvis Mazars Wealth Advisors, LLC | 1.027.775 $ | +77.180 $ | 950.595 $ | | | | | |
|---|
| Archer Investment Management, LLC | 1.026.395 $ | | | | | | | |
|---|
| DOLIVER ADVISORS, LP | 805.612 $ | -114.929 $ | 920.541 $ | +55.296 $ | 865.245 $ | -153.289 $ | 1.018.534 $ | |
|---|
| PINNACLE ASSOCIATES LTD | 1.017.791 $ | +111.950 $ | 905.841 $ | | | | | |
|---|
| Ameliora Wealth Management Ltd. | 1.014.625 $ | +105.000 $ | 909.625 $ | +248.750 $ | 660.875 $ | +0 $ | 660.875 $ | |
|---|
| SIMON QUICK ADVISORS, LLC | 1.012.352 $ | +466.577 $ | 545.775 $ | +82.231 $ | | | 463.544 $ | |
|---|
| Belpointe Asset Management LLC | 999.852 $ | +366.826 $ | 633.026 $ | +163.982 $ | 469.044 $ | +12.203 $ | 456.841 $ | |
|---|
| Riverbend Wealth Management, LLC | 979.397 $ | +441.772 $ | 537.625 $ | | | | | |
|---|
| Advisor Resource Council | 960.989 $ | | | | | | | |
|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 957.400 $ | +726.646 $ | 230.754 $ | -515.570 $ | 746.324 $ | -30.061 $ | 776.385 $ | |
|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 950.338 $ | +107 $ | 950.231 $ | +613 $ | 949.618 $ | +51.775 $ | 897.843 $ | |
|---|
| Landing Point Financial Group, LLC | | | 935.749 $ | | | | | |
|---|
| Fairvoy Private Wealth, LLC | 933.455 $ | +81.100 $ | 852.355 $ | +120.062 $ | 732.293 $ | +42.815 $ | 689.478 $ | |
|---|
| Meridian Wealth Management, LLC | 932.156 $ | +243.970 $ | 688.186 $ | +69.637 $ | 618.549 $ | -27.181 $ | 645.730 $ | |
|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 929.295 $ | +74.655 $ | 854.640 $ | +4.430 $ | 850.210 $ | +72.474 $ | 777.736 $ | |
|---|
| Werba Rubin Papier Wealth Management | 928.828 $ | | | | | | | |
|---|
| Optivise Advisory Services LLC | 921.835 $ | +356.921 $ | 564.914 $ | +118.666 $ | 446.248 $ | +63.008 $ | 383.240 $ | |
|---|
| Bogart Wealth, LLC | 899.607 $ | +96.736 $ | 802.871 $ | +117.971 $ | 684.900 $ | +35.632 $ | 649.268 $ | |
|---|
| North Forty Two & Co. | 893.195 $ | +112.446 $ | 780.749 $ | +111.689 $ | 669.060 $ | +42.374 $ | 626.686 $ | |
|---|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 889.137 $ | +96.890 $ | 792.247 $ | +113.333 $ | 678.914 $ | +37.016 $ | 641.898 $ | |
|---|
| Keel Point, LLC | 888.081 $ | +139.642 $ | 748.439 $ | +107.066 $ | 641.373 $ | +132.253 $ | 509.120 $ | |
|---|
| Aprio Wealth Management, LLC | 354.388 $ | +134.332 $ | 220.056 $ | +14.081 $ | 205.975 $ | -680.607 $ | 886.582 $ | |
|---|
| CWA Asset Management Group, LLC | 883.941 $ | +294.067 $ | 589.874 $ | +196.632 $ | 393.242 $ | +26.511 $ | 366.731 $ | |
|---|
| WISCONSIN CAPITAL MANAGEMENT LLC | 879.883 $ | +149.272 $ | 730.611 $ | +279.125 $ | 451.486 $ | +54.096 $ | 397.390 $ | |
|---|
| Tradition Wealth Management, LLC | 850.986 $ | -25.310 $ | 876.296 $ | +193.329 $ | 682.967 $ | +111.704 $ | 571.263 $ | |
|---|
| PURE PORTFOLIOS HOLDINGS LLC | 875.789 $ | +142.954 $ | 732.835 $ | +102.340 $ | 630.495 $ | -14.973 $ | 645.468 $ | |
|---|
| Phoenix Wealth Advisors | 866.896 $ | +81.562 $ | 785.334 $ | +100.247 $ | 685.087 $ | +36.940 $ | 648.147 $ | |
|---|
| Astoria Portfolio Advisors LLC. | 851.426 $ | +132.824 $ | 718.602 $ | +197.529 $ | 521.073 $ | +164.380 $ | 356.693 $ | |
|---|
| Blue Chip Partners, LLC | 841.733 $ | +78.885 $ | 762.848 $ | +115.863 $ | 646.985 $ | +312.976 $ | 334.009 $ | |
|---|
| PRIVATE CLIENT SERVICES, LLC | 840.840 $ | +107.391 $ | 733.449 $ | +228.832 $ | 504.617 $ | +5.756 $ | 498.861 $ | |
|---|
| OneAscent Financial Services LLC | 836.944 $ | +88.941 $ | 748.003 $ | +747.311 $ | 692 $ | +167 $ | 525 $ | |
|---|
| Pinnacle Bancorp, Inc. | 835.564 $ | +157.275 $ | 678.289 $ | +42.466 $ | 635.823 $ | +25.174 $ | 610.649 $ | |
|---|
| Fisher Asset Management, LLC | 833.970 $ | +575.103 $ | 258.867 $ | -370.209 $ | 629.076 $ | -141.383 $ | 770.459 $ | |
|---|
| KKM Financial LLC | 831.424 $ | +199.562 $ | 631.862 $ | +90.390 $ | 541.472 $ | +29.522 $ | 511.950 $ | |
|---|
| Greykasell Wealth Strategies, Inc. | 831.154 $ | +769.445 $ | 61.709 $ | +8.828 $ | 52.881 $ | +50.994 $ | 1.887 $ | |
|---|
| WORLD EQUITY GROUP, INC. | 829.395 $ | +354.132 $ | 475.263 $ | -180.692 $ | 655.955 $ | +113.102 $ | 542.853 $ | |
|---|
| FLORIDA FINANCIAL ADVISORS, LLC | 827.206 $ | +304.788 $ | 522.418 $ | +57.025 $ | 465.393 $ | +170.601 $ | 294.792 $ | |
|---|
| INSPIRION WEALTH ADVISORS, LLC | 824.119 $ | | | | | | | |
|---|
| Badgley Phelps Wealth Managers, LLC | 822.740 $ | +130.551 $ | 692.189 $ | +116.107 $ | 576.082 $ | +31.409 $ | 544.673 $ | |
|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 811.700 $ | +84.000 $ | 727.700 $ | +104.100 $ | 623.600 $ | +34.000 $ | 589.600 $ | |
|---|
| Exchange Bank | 810.807 $ | +136.302 $ | 674.505 $ | +126.673 $ | 547.832 $ | +141.421 $ | 406.411 $ | |
|---|
| CJM Wealth Advisers, Ltd. | 804.480 $ | +577.219 $ | 227.261 $ | | | | | |
|---|
| Integrated Investment Consultants, LLC | 691.731 $ | -109.066 $ | 800.797 $ | +113.854 $ | 686.943 $ | +37.185 $ | 649.758 $ | |
|---|
| Valmark Advisers, Inc. | 799.768 $ | +36.047 $ | 763.721 $ | | | | | |
|---|
| Towne Trust Company, N.A | 787.349 $ | +81.480 $ | 705.869 $ | +82.269 $ | 623.600 $ | +34.000 $ | 589.600 $ | |
|---|
| Financial Synergies Wealth Advisors, Inc. | 778.502 $ | +83.475 $ | 695.027 $ | +1.272 $ | 693.755 $ | +28.981 $ | 664.774 $ | |
|---|
| SFE Investment Counsel | 773.712 $ | +66.606 $ | 707.106 $ | | | | | |
|---|
| Black Diamond Financial, LLC | 771.278 $ | +69.485 $ | 701.793 $ | +100.393 $ | 601.400 $ | +32.790 $ | 568.610 $ | |
|---|
| COZAD ASSET MANAGEMENT INC | 770.220 $ | +101.539 $ | 668.681 $ | +239.085 $ | 429.596 $ | +131.808 $ | 297.788 $ | |
|---|
| STALEY CAPITAL ADVISERS INC | 769.167 $ | +79.453 $ | 689.714 $ | +92.430 $ | 597.284 $ | +28.438 $ | 568.846 $ | |
|---|
| Arrowroot Family Office, LLC | | | 765.177 $ | | | | | |
|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 759.914 $ | +86.355 $ | 673.559 $ | +181.227 $ | 492.332 $ | +99.599 $ | 392.733 $ | |
|---|
| Advance Capital Management, Inc. | 737.835 $ | -20.137 $ | 757.972 $ | +131.753 $ | 626.219 $ | +21.820 $ | 604.399 $ | |
|---|
| BKM Wealth Management, LLC | 755.449 $ | +139.088 $ | 616.361 $ | +138.060 $ | 478.301 $ | +28.496 $ | 449.805 $ | |
|---|
| PATTEN & PATTEN INC/TN | 748.793 $ | +41.105 $ | 707.688 $ | +100.302 $ | 607.386 $ | +34.884 $ | 572.502 $ | |
|---|
| CHILTON INVESTMENT CO INC. | 745.709 $ | +306.906 $ | 438.803 $ | | | | | |
|---|
| TCFG WEALTH MANAGEMENT, LLC | 738.728 $ | +3.169 $ | 735.559 $ | +206.809 $ | 528.750 $ | | | |
|---|
| Optiver Holding B.V. | | | 730.975 $ | | | | | |
|---|
| Crestwood Advisors Group, LLC | 728.825 $ | +93.616 $ | 635.209 $ | +90.869 $ | 544.340 $ | +27.320 $ | 517.020 $ | |
|---|
| Nilsine Partners, LLC | 728.338 $ | +285.751 $ | 442.587 $ | +63.313 $ | 379.274 $ | +21.151 $ | 358.123 $ | |
|---|
| Beckerman Institutional, LLC | 728.055 $ | +12.254 $ | 715.801 $ | +715.310 $ | 491 $ | -48 $ | 539 $ | |
|---|
| MILESTONE ASSET MANAGEMENT, LLC | 727.770 $ | +123.997 $ | 603.773 $ | | | | | |
|---|
| REGIMEN WEALTH, LLC | 727.121 $ | | | | | | | |
|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 655.135 $ | -71.785 $ | 726.920 $ | | | | | |
|---|
| Helium Advisors LLC | 409.503 $ | -313.831 $ | 723.334 $ | +103.476 $ | 619.858 $ | | | |
|---|
| Evolution Wealth Advisors, LLC | 720.546 $ | +74.712 $ | 645.834 $ | +100.808 $ | 545.026 $ | +98.404 $ | 446.622 $ | |
|---|
| PUREfi Wealth, LLC | 719.247 $ | +84.693 $ | 634.554 $ | +195.165 $ | 439.389 $ | +213.513 $ | 225.876 $ | |
|---|
| HBK Sorce Advisory LLC | 719.230 $ | +143.386 $ | 575.844 $ | +134.085 $ | 441.759 $ | -32.814 $ | 474.573 $ | |
|---|
| StoneX Group Inc. | 715.940 $ | +202.620 $ | 513.320 $ | -42.058 $ | 555.378 $ | | | |
|---|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 712.023 $ | +41.593 $ | 670.430 $ | +168.307 $ | 502.123 $ | | | |
|---|
| White Knight Strategic Wealth Advisors, LLC | 711.780 $ | +272.322 $ | 439.458 $ | +231.113 $ | 208.345 $ | | | |
|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | | | 711.181 $ | +101.737 $ | 609.444 $ | +33.228 $ | 576.216 $ | |
|---|
| Catawba River Capital | 710.075 $ | +43.284 $ | 666.791 $ | +95.387 $ | 571.404 $ | +31.154 $ | 540.250 $ | |
|---|
| GREENLEAF TRUST | 700.984 $ | +52.894 $ | 648.090 $ | +77.745 $ | 570.345 $ | -13.241 $ | 583.586 $ | |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 695.302 $ | +62.931 $ | 632.371 $ | +90.463 $ | 541.908 $ | +29.546 $ | 512.362 $ | |
|---|
| Global Financial Private Client, LLC | | | | | | | 687.945 $ | |
|---|
| Compass Ion Advisors, LLC | 673.224 $ | +70.979 $ | 602.245 $ | | | | | |
|---|
| FSM Wealth Advisors, LLC | 670.140 $ | +74.226 $ | 595.914 $ | | | | | |
|---|
| SVB WEALTH LLC | 661.698 $ | +86.669 $ | 575.029 $ | +82.260 $ | 492.769 $ | | | |
|---|
| FULLCIRCLE WEALTH LLC | | | 658.020 $ | +350.066 $ | 307.954 $ | -54.607 $ | 362.561 $ | |
|---|
| Smartleaf Asset Management LLC | 654.089 $ | +382.335 $ | 271.754 $ | +96.607 $ | 175.147 $ | +116.146 $ | 59.001 $ | |
|---|
| Atlas Wealth Partners, LLC | 653.013 $ | +184.229 $ | 468.784 $ | +468.415 $ | 369 $ | +20 $ | 349 $ | |
|---|
| 17 CAPITAL PARTNERS, LLC | 645.626 $ | | | | | | | |
|---|
| Golden State Wealth Management, LLC | 554.230 $ | +14.641 $ | 539.589 $ | -105.775 $ | 645.364 $ | +184.412 $ | 460.952 $ | |
|---|
| Vantage Point Financial LLC | | | 639.503 $ | +253.058 $ | 386.445 $ | | | |
|---|
| CULLEN/FROST BANKERS, INC. | 178.330 $ | +71.213 $ | 107.117 $ | -532.011 $ | 639.128 $ | +389.314 $ | 249.814 $ | |
|---|
| Stegent Equity Advisors, Inc. | 635.723 $ | +65.788 $ | 569.935 $ | | | | | |
|---|
| Tacita Capital Inc | 631.181 $ | +65.326 $ | 565.855 $ | +80.842 $ | 485.013 $ | +26.559 $ | 458.454 $ | |
|---|
| MERITAGE PORTFOLIO MANAGEMENT | 629.879 $ | +65.184 $ | 564.695 $ | +80.781 $ | 483.914 $ | +26.384 $ | 457.530 $ | |
|---|
| PINKERTON WEALTH, LLC | 389.697 $ | +29.340 $ | 360.357 $ | -36.003 $ | 396.360 $ | -233.156 $ | 629.516 $ | |
|---|
| Clearbridge Investments, LLC | 625.090 $ | +64.688 $ | 560.402 $ | +80.168 $ | 480.234 $ | +26.183 $ | 454.051 $ | |
|---|
| Visionary Wealth Advisors | 621.925 $ | +46.023 $ | 575.902 $ | +204.361 $ | 371.541 $ | +40.363 $ | 331.178 $ | |
|---|
| TCW GROUP INC | 616.486 $ | | | | | | | |
|---|
| WBH ADVISORY INC | 612.509 $ | +35.880 $ | 576.629 $ | +74.132 $ | 502.497 $ | +26.985 $ | 475.512 $ | |
|---|
| SageView Advisory Group, LLC | 609.994 $ | | | | | | | |
|---|
| WASHINGTON TRUST Co | 609.587 $ | +63.084 $ | 546.503 $ | +78.179 $ | 468.324 $ | +25.534 $ | 442.790 $ | |
|---|
| ARRIEN INVESTMENTS, INC. | 608.775 $ | +63.000 $ | 545.775 $ | +78.075 $ | 467.700 $ | +25.500 $ | 442.200 $ | |
|---|
| Pinnacle Wealth Planning Services, Inc. | 605.122 $ | +63.640 $ | 541.482 $ | +33.809 $ | 507.673 $ | +25.262 $ | 482.411 $ | |
|---|
| Schrum Private Wealth Management LLC | 604.716 $ | +79.534 $ | 525.182 $ | | | | | |
|---|
| DURANTE & WATERS, LLC | 599.035 $ | +75.091 $ | 523.944 $ | +74.952 $ | 448.992 $ | +24.480 $ | 424.512 $ | |
|---|
| WealthCollab, LLC | 591.080 $ | +87.948 $ | 503.132 $ | +316.052 $ | 187.080 $ | +10.200 $ | 176.880 $ | |
|---|
| TRUST CO OF VERMONT | 587.914 $ | +289.921 $ | 297.993 $ | +73.809 $ | 224.184 $ | +12.223 $ | 211.961 $ | |
|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 489.130 $ | -98.124 $ | 587.254 $ | | | | | |
|---|
| Soltis Investment Advisors LLC | 586.901 $ | +44.582 $ | 542.319 $ | +168.079 $ | 374.240 $ | +38.286 $ | 335.954 $ | |
|---|
| First City Capital Management, Inc. | 583.856 $ | +56.783 $ | 527.073 $ | +75.400 $ | 451.673 $ | +24.626 $ | 427.047 $ | |
|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 583.775 $ | +60.413 $ | 523.362 $ | | | | | |
|---|
| Busey Bank | 582.477 $ | +349.613 $ | 232.864 $ | | | | | |
|---|
| Ground Swell Capital, LLC | | | | | 575.396 $ | | | |
|---|
| LAKE STREET PRIVATE WEALTH, LLC | 573.644 $ | +32.106 $ | 541.538 $ | +65.854 $ | 475.684 $ | +22.892 $ | 452.792 $ | |
|---|
| ORG Partners LLC | 571.961 $ | +39.908 $ | 532.053 $ | +128.201 $ | 403.852 $ | | | |
|---|
| CGN Advisors LLC | 571.193 $ | +93.749 $ | 477.444 $ | +87.569 $ | 389.875 $ | -30.392 $ | 420.267 $ | |
|---|
| Two West Capital Advisors LLC | 571.031 $ | +37.360 $ | 533.671 $ | | | | | |
|---|
| Pullen Investment Management, LLC | 567.541 $ | +103.196 $ | 464.345 $ | +65.366 $ | 398.979 $ | +53.709 $ | 345.270 $ | |
|---|
| Alpha Cubed Investments, LLC | 408.691 $ | +42.294 $ | 366.397 $ | -200.642 $ | 567.039 $ | +312.037 $ | 255.002 $ | |
|---|
| Pinnacle Wealth Management Advisory Group, LLC | 566.810 $ | +62.296 $ | 504.514 $ | +72.172 $ | 432.342 $ | +23.572 $ | 408.770 $ | |
|---|
| Nemes Rush Group LLC | 566.729 $ | +68.109 $ | 498.620 $ | +66.465 $ | 432.155 $ | +28.161 $ | 403.994 $ | |
|---|
| Spinnaker Investment Group, LLC | 563.401 $ | +74.968 $ | 488.433 $ | +213.031 $ | | | 275.402 $ | |
|---|
| Moment Partners, LLC | | | 560.693 $ | +303.458 $ | 257.235 $ | +37.609 $ | 219.626 $ | |
|---|
| Indiana Trust & Investment Management Co | 558.855 $ | +57.834 $ | 501.021 $ | +71.672 $ | 429.349 $ | +23.409 $ | 405.940 $ | |
|---|
| MRP Capital Investments, LLC | 558.044 $ | +215.064 $ | 342.980 $ | -62.360 $ | 405.340 $ | | | |
|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 434.422 $ | -44.114 $ | 478.536 $ | +9.566 $ | 468.970 $ | -86.375 $ | 555.345 $ | |
|---|
| Armstrong, Fleming & Moore, Inc | 554.391 $ | +58.100 $ | 496.291 $ | | | | | |
|---|
| CRA Financial Services, LLC | 551.469 $ | +90.544 $ | 460.925 $ | +59.701 $ | 401.224 $ | +15.979 $ | 385.245 $ | |
|---|
| Signature Wealth Management Group | 547.329 $ | +56.641 $ | 490.688 $ | +190.986 $ | 299.702 $ | +16.340 $ | 283.362 $ | |
|---|
| Facet Wealth, Inc. | 545.250 $ | +314.060 $ | 231.190 $ | -85.781 $ | | | 316.971 $ | |
|---|
| STRATEGY ASSET MANAGERS LLC | 542.703 $ | +263.703 $ | 279.000 $ | -10.291 $ | 289.291 $ | | | |
|---|
| West Branch Capital LLC | 538.158 $ | +55.692 $ | 482.466 $ | +69.019 $ | 413.447 $ | +22.542 $ | 390.905 $ | |
|---|
| LEIGH BALDWIN & CO., LLC | 536.000 $ | | | | | | | |
|---|
| CLEAR INVESTMENT RESEARCH, LLC | 533.449 $ | +103.014 $ | 430.435 $ | +228.139 $ | 202.296 $ | -2.000 $ | 204.296 $ | |
|---|
| COOPER/HAIMS ADVISORS, LLC | 531.501 $ | +55.003 $ | 476.498 $ | | | | | |
|---|
| Orcam Financial Group | 522.491 $ | -6.110 $ | 528.601 $ | +75.618 $ | 452.983 $ | +24.698 $ | 428.285 $ | |
|---|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 526.956 $ | | | | | | | |
|---|
| BLB&B Advisors, LLC | 525.901 $ | +98.522 $ | 427.379 $ | | | | | |
|---|
| REAP Financial Group, LLC | 524.439 $ | +520.509 $ | 3.930 $ | +64 $ | 3.866 $ | +210 $ | 3.656 $ | |
|---|
| Copia Wealth Management | 523.547 $ | +60.293 $ | 463.254 $ | +51.179 $ | 412.075 $ | -48.933 $ | 461.008 $ | |
|---|
| Williams & Novak, LLC | 480.851 $ | -41.929 $ | 522.780 $ | +74.786 $ | 447.994 $ | -67.384 $ | 515.378 $ | |
|---|
| Manchester Capital Management LLC | 432.231 $ | -89.894 $ | 522.125 $ | +77.810 $ | 444.315 $ | +65.497 $ | 378.818 $ | |
|---|
| Summit Wealth Partners, LLC | 520.706 $ | +132.915 $ | 387.791 $ | +35.644 $ | 352.147 $ | +16.134 $ | 336.013 $ | |
|---|
| Chesley Taft & Associates LLC | 519.976 $ | | | | | | | |
|---|
| BROOKS, MOORE & ASSOCIATES, INC. | 493.189 $ | +60.135 $ | 433.054 $ | +64.528 $ | 368.526 $ | -149.909 $ | 518.435 $ | |
|---|
| HOWARD FINANCIAL SERVICES, LTD. | 515.592 $ | +52.920 $ | 462.672 $ | +66.187 $ | 396.485 $ | -76.610 $ | 473.095 $ | |
|---|
| Accredited Investors Inc. | 514.131 $ | +108.002 $ | 406.129 $ | +120.458 $ | 285.671 $ | | | |
|---|
| Richmond Investment Services, LLC | 513.730 $ | +98.432 $ | 415.298 $ | | | | | |
|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 302.115 $ | -211.460 $ | 513.575 $ | +73.469 $ | 440.106 $ | -41.568 $ | 481.674 $ | |
|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | | | 511.573 $ | | | | | |
|---|
| BAKER BOYER NATIONAL BANK | 510.803 $ | +81.824 $ | 428.979 $ | | | | | |
|---|
| LRI Investments, LLC | 510.559 $ | +34.061 $ | 476.498 $ | +68.165 $ | 408.333 $ | +249.082 $ | 159.251 $ | |
|---|
| Twin Lakes Capital Management, LLC | 510.478 $ | +13.532 $ | 496.946 $ | | | | | |
|---|
| HARBOR INVESTMENT ADVISORY, LLC | 502.483 $ | +52.582 $ | 449.901 $ | +73.527 $ | 376.374 $ | +36.322 $ | 340.052 $ | |
|---|
| Federation des caisses Desjardins du Quebec | 500.351 $ | +241.835 $ | 258.516 $ | +9.742 $ | 248.774 $ | +63.027 $ | 185.747 $ | |
|---|
| Sound Stewardship, LLC | 499.196 $ | +51.660 $ | 447.536 $ | +64.022 $ | 383.514 $ | -15.292 $ | 398.806 $ | |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 492.783 $ | +107.975 $ | 384.808 $ | | | | | |
|---|
| Integrity Investment Advisors, LLC | 492.540 $ | | | | | | | |
|---|
| Future Financial Wealth Managment LLC | 492.525 $ | +92.290 $ | 400.235 $ | +57.255 $ | 342.980 $ | +18.700 $ | 324.280 $ | |
|---|
| Clay Northam Wealth Management, LLC | 492.134 $ | +50.784 $ | 441.350 $ | | | | | |
|---|
| Farmers & Merchants Trust Co of Long Beach | 490.916 $ | +56.116 $ | 434.800 $ | +141.298 $ | | | 293.502 $ | |
|---|
| Jaffetilchin Investment Partners, LLC | 486.858 $ | +175.330 $ | 311.528 $ | -32.512 $ | 344.040 $ | +11.565 $ | 332.475 $ | |
|---|
| Kathleen S. Wright Associates Inc. | | | 483.848 $ | +69.216 $ | 414.632 $ | | | |
|---|
| Cassaday & Co Wealth Management LLC | 481.339 $ | +104.535 $ | 376.804 $ | | | | | |
|---|
| Certified Advisory Corp | 481.119 $ | +49.789 $ | 431.330 $ | | | | | |
|---|
| Private Advisory Group LLC | 478.903 $ | +66.515 $ | 412.388 $ | +93.604 $ | 318.784 $ | +164 $ | 318.620 $ | |
|---|
| BTG Pactual Asset Management US LLC | 478.301 $ | | | | | | | |
|---|
| Quintet Private Bank (Europe) S.A. | 477.685 $ | +49.434 $ | 428.251 $ | +61.262 $ | 366.989 $ | +20.009 $ | 346.980 $ | |
|---|
| Pachira Investments Inc. | 473.870 $ | | | | | | | |
|---|
| CONTINUUM WEALTH ADVISORS, LLC | 470.867 $ | +47.491 $ | 423.376 $ | +60.566 $ | 362.810 $ | +19.781 $ | 343.029 $ | |
|---|
| SANDERS MORRIS HARRIS LLC | 469.199 $ | | | | | | | |
|---|
| DOPKINS WEALTH MANAGEMENT, LLC | 339.778 $ | +13.332 $ | 326.446 $ | -142.065 $ | 468.511 $ | +25.545 $ | 442.966 $ | |
|---|
| Tactive Advisors, LLC | 468.107 $ | +34.834 $ | 433.273 $ | +61.982 $ | 371.291 $ | | | |
|---|
| DDD Partners, LLC | 467.945 $ | +48.426 $ | 419.519 $ | +180.493 $ | 239.026 $ | | | |
|---|
| LAZARD ASSET MANAGEMENT LLC | 462.831 $ | +462.623 $ | | | 208 $ | +12 $ | 196 $ | |
|---|
| Midwest Financial Group LLC | 461.776 $ | +36.726 $ | 425.050 $ | | | | | |
|---|
| FIRST MERCHANTS CORP | | | | | | | 461.657 $ | |
|---|
| Crumly & Associates Inc. | 457.799 $ | +47.376 $ | 410.423 $ | +58.713 $ | 351.710 $ | +19.176 $ | 332.534 $ | |
|---|
| Fortitude Family Office, LLC | 430.445 $ | -25.605 $ | 456.050 $ | +93.240 $ | 362.810 $ | +113.586 $ | 249.224 $ | |
|---|
| Tortoise Investment Management, LLC | 453.984 $ | +54.331 $ | 399.653 $ | +336.358 $ | 63.295 $ | +10.231 $ | 53.064 $ | |
|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 452.279 $ | +183.467 $ | 268.812 $ | +151.825 $ | 116.987 $ | -43.384 $ | 160.371 $ | |
|---|
| Quotient Wealth Partners, LLC | 447.816 $ | +68.901 $ | 378.915 $ | +86.508 $ | 292.407 $ | -119.455 $ | 411.862 $ | |
|---|
| DBK Financial Counsel, LLC | 447.815 $ | +4.937 $ | 442.878 $ | | | | | |
|---|
| NAPLES GLOBAL ADVISORS, LLC | 443.432 $ | +141.509 $ | 301.923 $ | +43.191 $ | 258.732 $ | +14.106 $ | 244.626 $ | |
|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 443.269 $ | +46.236 $ | 397.033 $ | +56.797 $ | 340.236 $ | -317 $ | 340.553 $ | |
|---|
| Barnes Dennig Private Wealth Management LLC | 439.211 $ | +124.335 $ | 314.876 $ | +159.038 $ | 155.838 $ | +132.195 $ | 23.643 $ | |
|---|
| PRENTISS SMITH & CO INC | 437.587 $ | +45.284 $ | 392.303 $ | +56.120 $ | 336.183 $ | +18.330 $ | 317.853 $ | |
|---|
| Asset Dedication, LLC | 435.315 $ | +45.049 $ | 390.266 $ | +51.838 $ | 338.428 $ | +22.225 $ | 316.203 $ | |
|---|
| Christensen, King & Associates Investment Services, Inc. | 433.204 $ | +33.187 $ | 400.017 $ | +50.988 $ | 349.029 $ | +13.985 $ | 335.044 $ | |
|---|
| Tempus Wealth Planning, LLC | 352.846 $ | -77.006 $ | 429.852 $ | | | | | |
|---|
| CFS Investment Advisory Services, LLC | 426.954 $ | +45.352 $ | 381.602 $ | +381.297 $ | 305 $ | +15 $ | 290 $ | |
|---|
| Rosenberg Matthew Hamilton | 426.143 $ | +44.100 $ | 382.043 $ | +54.653 $ | 327.390 $ | +17.850 $ | 309.540 $ | |
|---|
| HHM Wealth Advisors, LLC | 421.679 $ | +45.894 $ | 375.785 $ | +62.924 $ | 312.861 $ | +17.058 $ | 295.803 $ | |
|---|
| Sincerus Advisory, LLC | 420.785 $ | +43.545 $ | 377.240 $ | | | | | |
|---|
| Envision Financial Planning, LLC | 418.918 $ | +81.847 $ | 337.071 $ | +48.219 $ | 288.852 $ | | | |
|---|
| Avantax Planning Partners, Inc. | 416.483 $ | +43.100 $ | 373.383 $ | | | | | |
|---|
| Foster Group, Inc. | 416.077 $ | | | | | | | |
|---|
| Compton Wealth Advisory Group, LLC | 414.129 $ | +63.814 $ | 350.315 $ | +36.083 $ | 314.232 $ | +17.133 $ | 297.099 $ | |
|---|
| Kestra Investment Management, LLC | 413.723 $ | +50.091 $ | 363.632 $ | | | | | |
|---|
| SSA SWISS ADVISORS AG | 396.669 $ | +6.178 $ | 390.491 $ | +21.475 $ | 369.016 $ | -42.385 $ | 411.401 $ | |
|---|
| CAPE COD FIVE CENTS SAVINGS BANK | 411.267 $ | +0 $ | 411.267 $ | +0 $ | 411.267 $ | +0 $ | 411.267 $ | |
|---|
| MARIPAU WEALTH MANAGEMENT LLC | 405.525 $ | +8.783 $ | 396.742 $ | +60.497 $ | 336.245 $ | -30.840 $ | 367.085 $ | |
|---|
| Arbor Investment Advisors, LLC | 255.848 $ | +353 $ | 255.495 $ | -147.288 $ | 402.783 $ | -2.154 $ | 404.937 $ | |
|---|
| Union Bancaire Privee, UBP SA | 404.780 $ | | | | | | | |
|---|
| Stone Summit Wealth LLC | 404.308 $ | +24.230 $ | 380.078 $ | +54.372 $ | 325.706 $ | +17.758 $ | 307.948 $ | |
|---|
| NORDEN GROUP LLC | 403.821 $ | +20.614 $ | 383.207 $ | +174.052 $ | 209.155 $ | | | |
|---|
| Andina Capital Management, LLC | 403.578 $ | +38.345 $ | 365.233 $ | | | | | |
|---|
| Bridgewater Advisors Inc. | 403.008 $ | +67.667 $ | 335.341 $ | | | | | |
|---|
| THEORY FINANCIAL LLC | 402.992 $ | +58.389 $ | 344.603 $ | | | | | |
|---|
| Transamerica Financial Advisors, LLC | 400.265 $ | +222.765 $ | 177.500 $ | +176.802 $ | 698 $ | +697 $ | 1 $ | |
|---|
| BlueChip Wealth Advisors LLC | 399.762 $ | +15.755 $ | 384.007 $ | | | | | |
|---|
| DAGCO, INC. | 399.762 $ | +41.370 $ | 358.392 $ | +51.269 $ | 307.123 $ | +16.745 $ | 290.378 $ | |
|---|
| Gen-Wealth Partners Inc | 393.148 $ | +101.175 $ | 291.973 $ | +68.121 $ | 223.852 $ | +24.212 $ | 199.640 $ | |
|---|
| Ethos Financial Group, LLC | 391.158 $ | +40.479 $ | 350.679 $ | +50.166 $ | 300.513 $ | +16.385 $ | 284.128 $ | |
|---|
| Winthrop Advisory Group LLC | 390.996 $ | | | | | | | |
|---|
| ASHFORD CAPITAL MANAGEMENT INC | 231.335 $ | +23.940 $ | 207.395 $ | -50.651 $ | 258.046 $ | -131.149 $ | 389.195 $ | |
|---|
| Warren Street Wealth Advisors, LLC | 383.691 $ | +39.707 $ | 343.984 $ | +43.845 $ | 300.139 $ | +15.775 $ | 284.364 $ | |
|---|
| MKD WEALTH COACHES, LLC | 377.765 $ | +43.387 $ | 334.378 $ | +19.709 $ | 314.669 $ | +16.980 $ | 297.689 $ | |
|---|
| BCS Private Wealth Management, Inc. | 376.304 $ | | | | | | | |
|---|
| Fiduciary Alliance LLC | 371.272 $ | +32.964 $ | 338.308 $ | +48.396 $ | 289.912 $ | +16.573 $ | 273.339 $ | |
|---|
| Gould Capital, LLC | 370.866 $ | +38.380 $ | 332.486 $ | +47.563 $ | 284.923 $ | +15.535 $ | 269.388 $ | |
|---|
| CHAPIN DAVIS, INC. | 367.294 $ | | | | | | | |
|---|
| Joel Isaacson & Co., LLC | 366.483 $ | +37.272 $ | 329.211 $ | | | | | |
|---|
| Calamos Wealth Management LLC | 364.129 $ | +137.523 $ | 226.606 $ | | | | | |
|---|
| Mid-American Wealth Advisory Group, Inc. | 342.132 $ | +29.367 $ | 312.765 $ | +32.332 $ | 280.433 $ | -82.702 $ | 363.135 $ | |
|---|
| Atlas Brown,Inc. | 362.187 $ | | | | | | | |
|---|
| Cape Investment Advisory, Inc. | 360.476 $ | +166.471 $ | 194.005 $ | +11.789 $ | 182.216 $ | -7.281 $ | 189.497 $ | |
|---|
| FRANKLIN STREET ADVISORS INC /NC | 358.771 $ | +146.283 $ | 212.488 $ | | | | | |
|---|
| Financial Futures Ltd Liability Co. | 358.447 $ | | | | | | | |
|---|
| Sterling Investment Advisors, Ltd. | 353.252 $ | | | | | | | |
|---|
| Smith & Howard Wealth Management, LLC | 352.440 $ | +6.928 $ | 345.512 $ | +49.427 $ | 296.085 $ | +1.403 $ | 294.682 $ | |
|---|
| FLAGSHIP HARBOR ADVISORS, LLC | | | 352.352 $ | +79.842 $ | 272.510 $ | +5.125 $ | 267.385 $ | |
|---|
| Code Waechter LLC | 352.197 $ | +6.992 $ | 345.205 $ | +80.175 $ | 265.030 $ | +264.779 $ | 251 $ | |
|---|
| Krilogy Financial LLC | 349.787 $ | +69.025 $ | 280.762 $ | | | | | |
|---|
| SFM, LLC | 349.762 $ | +28.191 $ | 321.571 $ | | | | | |
|---|
| Financial Security Advisor, Inc. | 349.031 $ | | | | | | | |
|---|
| Golden Reserve Retirement LLC | 346.920 $ | | | | | | | |
|---|
| TRED AVON FAMILY WEALTH, LLC | 344.161 $ | +31.250 $ | 312.911 $ | | | | | |
|---|
| Geneva Partners, LLC | 343.938 $ | | | | | | | |
|---|
| Hurlow Wealth Management Group, Inc. | 343.917 $ | | | | | | | |
|---|
| BCM ADVISORS, LLC | 343.271 $ | +70.272 $ | 272.999 $ | | | | | |
|---|
| B.O.S.S. Retirement Advisors, LLC | 249.517 $ | -92.648 $ | 342.165 $ | | | | | |
|---|
| Regent Peak Wealth Advisors LLC | 340.833 $ | | | | | | | |
|---|
| PIN OAK INVESTMENT ADVISORS INC | 339 $ | -337.023 $ | 337.362 $ | +337.089 $ | 273 $ | +4 $ | 269 $ | |
|---|
| Wealth Dimensions Group, Ltd. | 336.864 $ | +51.969 $ | 284.895 $ | +54.067 $ | | | 230.828 $ | |
|---|
| VestGen Investment Management | 334.745 $ | +6.334 $ | 328.411 $ | +84.729 $ | | | 243.682 $ | |
|---|
| Moss Adams Wealth Advisors LLC | | | | | | | 334.716 $ | |
|---|
| New Hampshire Trust | 334.015 $ | +34.566 $ | 299.449 $ | +32.174 $ | 267.275 $ | +24.655 $ | 242.620 $ | |
|---|
| UNIVEST FINANCIAL Corp | 332.716 $ | +70.526 $ | 262.190 $ | | | | | |
|---|
| First American Bank | | | | | | | 331.650 $ | |
|---|
| PARSONS CAPITAL MANAGEMENT INC/RI | 329.957 $ | +31.308 $ | 298.649 $ | +42.723 $ | 255.926 $ | +8.058 $ | 247.868 $ | |
|---|
| Cornerstone Wealth Management, LLC | 328.941 $ | +27.563 $ | 301.378 $ | | | | | |
|---|
| ALERUS FINANCIAL NA | 1.056 $ | +182 $ | 874 $ | +125 $ | 749 $ | -327.364 $ | 328.113 $ | |
|---|
| EXCALIBUR MANAGEMENT CORP | 324.680 $ | | | | | | | |
|---|
| TFB Advisors LLC | 316.563 $ | -7.730 $ | 324.293 $ | +44.528 $ | | | 279.765 $ | |
|---|
| ROCKLAND TRUST CO | 322.569 $ | +91.597 $ | 230.972 $ | | | | | |
|---|
| KG&L Capital Management,LLC | 322.407 $ | +33.365 $ | 289.042 $ | | | | | |
|---|
| SEAVIEW INVESTMENT MANAGERS LLC | | | | | 321.778 $ | +32.579 $ | 289.199 $ | |
|---|
| Wealth Architects, LLC | 321.677 $ | | | | | | | |
|---|
| WEST BANCORPORATION INC | 321.514 $ | +33.272 $ | 288.242 $ | +41.234 $ | 247.008 $ | +13.467 $ | 233.541 $ | |
|---|
| FIRST NATIONAL BANK SIOUX FALLS | 200.815 $ | -119.373 $ | 320.188 $ | +45.804 $ | 274.384 $ | +14.960 $ | 259.424 $ | |
|---|
| Fiduciary Group, LLC | 319.404 $ | +33.054 $ | 286.350 $ | +72.143 $ | 214.207 $ | +6.845 $ | 207.362 $ | |
|---|
| BTC Capital Management, Inc. | 316.564 $ | +32.760 $ | 283.804 $ | | | | | |
|---|
| LFA - Lugano Financial Advisors SA | 315.995 $ | +47.910 $ | 268.085 $ | +138.937 $ | 129.148 $ | | | |
|---|
| LBMC INVESTMENT ADVISORS, LLC | 314.778 $ | +32.576 $ | 282.202 $ | +40.370 $ | 241.832 $ | +13.185 $ | 228.647 $ | |
|---|
| WJ Wealth Management, LLC | 210.230 $ | -104.190 $ | | | 314.420 $ | +20.680 $ | 293.740 $ | |
|---|
| SEI INVESTMENTS CO | 312.670 $ | | | | | | | |
|---|
| CALIBER WEALTH MANAGEMENT, LLC / KS | 312.586 $ | +107.302 $ | 205.284 $ | | | | | |
|---|
| Harrington Investments, INC | 311.936 $ | +32.281 $ | 279.655 $ | +40.006 $ | 239.649 $ | +13.066 $ | 226.583 $ | |
|---|
| Gilliland Jeter Wealth Management LLC | 311.612 $ | +92.793 $ | 218.819 $ | | | | | |
|---|
| M. Kulyk & Associates, LLC | 311.368 $ | +32.222 $ | 279.146 $ | | | | | |
|---|
| Allen Capital Group, LLC | 310.800 $ | +30.563 $ | 280.237 $ | +52.498 $ | 227.739 $ | +12.594 $ | 215.145 $ | |
|---|
| Main Street Group, LTD | 310.394 $ | +32.122 $ | 278.272 $ | +39.807 $ | 238.465 $ | | | |
|---|
| WealthPLAN Partners, LLC | 308.121 $ | +55.609 $ | 252.512 $ | | | | | |
|---|
| Graney & King, LLC | 307.066 $ | +31.775 $ | 275.291 $ | +24.915 $ | 250.376 $ | +13.651 $ | 236.725 $ | |
|---|
| Genus Capital Management Inc. | 306.823 $ | +31.752 $ | 275.071 $ | | | | | |
|---|
| INSIGHT 2811, INC. | 304.793 $ | +24.992 $ | 279.801 $ | | | | | |
|---|
| Avalon Trust Co | 304.388 $ | +31.500 $ | 272.888 $ | | | | | |
|---|
| Diversified Enterprises, LLC | 301.060 $ | +31.156 $ | 269.904 $ | +40.232 $ | 229.672 $ | +22.133 $ | 207.539 $ | |
|---|
| D.B. Root & Company, LLC | 300.897 $ | +31.139 $ | 269.758 $ | | | | | |
|---|
| Coastwise Capital Group, LLC | 300.329 $ | | | | | | | |
|---|
| Telos Capital Management, Inc. | 300.329 $ | +29.479 $ | 270.850 $ | +36.937 $ | 233.913 $ | -18.318 $ | 252.231 $ | |
|---|
| EARNED WEALTH ADVISORS, LLC | | | 299.303 $ | +42.816 $ | 256.487 $ | -8.833 $ | 265.320 $ | |
|---|
| Blue Capital, Inc. | 298.543 $ | | | | | | | |
|---|
| FLAGSHIP WEALTH ADVISORS, LLC | 297.732 $ | +46.239 $ | 251.493 $ | +53.999 $ | 197.494 $ | +28.809 $ | 168.685 $ | |
|---|
| Welch Group, LLC | 297.164 $ | | | | | | | |
|---|
| Montecito Bank & Trust | 294.648 $ | +16.667 $ | 277.981 $ | +45.384 $ | | | 232.597 $ | |
|---|
| Argyle Capital Partners, LLC | 294.404 $ | +30.467 $ | 263.937 $ | +37.757 $ | 226.180 $ | +12.332 $ | 213.848 $ | |
|---|
| Integrity Wealth Solutions LLC | 284.582 $ | +29.450 $ | 255.132 $ | +11.180 $ | 243.952 $ | -48.902 $ | 292.854 $ | |
|---|
| HCR Wealth Advisors | 291.724 $ | +30.620 $ | 261.104 $ | +36.983 $ | 224.121 $ | +12.219 $ | 211.902 $ | |
|---|
| SFMG, LLC | 291.076 $ | | | | | | | |
|---|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 290.507 $ | +30.063 $ | 260.444 $ | | | | | |
|---|
| J. L. Bainbridge & Co., Inc. | 290.264 $ | +44.592 $ | 245.672 $ | +6.397 $ | 239.275 $ | | | |
|---|
| VISTA CAPITAL PARTNERS, INC. | | | 289.843 $ | | | | | |
|---|
| CALDWELL SUTTER CAPITAL, INC. | 289.371 $ | +29.946 $ | 259.425 $ | | | | | |
|---|
| BOS Asset Management, LLC | 289.128 $ | +16.604 $ | 272.524 $ | +67.107 $ | | | 205.417 $ | |
|---|
| RITHOLTZ WEALTH MANAGEMENT | 285.878 $ | +1.784 $ | 284.094 $ | | | | | |
|---|
| Dentgroup LLC | 284.826 $ | +659 $ | 284.167 $ | | | | | |
|---|
| Strategies Wealth Advisors, LLC | 282.959 $ | | | | | | | |
|---|
| Heritage Wealth Advisors | 282.877 $ | | | | | | | |
|---|
| Whelan Financial | 282.390 $ | +26.385 $ | 256.005 $ | | | | | |
|---|
| Zuckerman Investment Group, LLC | 280.605 $ | +29.039 $ | 251.566 $ | +35.987 $ | 215.579 $ | | | |
|---|
| LongView Wealth Management | 280.141 $ | | | | | | | |
|---|
| Reyes Financial Architecture, Inc. | 279.874 $ | +28.963 $ | 250.911 $ | +35.894 $ | 215.017 $ | -16.519 $ | 231.536 $ | |
|---|
| Allegheny Financial Group | 277.632 $ | -902 $ | 278.534 $ | | | | | |
|---|
| Advantage Trust Co | 278.170 $ | +19.691 $ | 258.479 $ | +36.976 $ | 221.503 $ | +28.586 $ | 192.917 $ | |
|---|
| JEPPSON WEALTH MANAGEMENT, LLC | 273.543 $ | +28.308 $ | 245.235 $ | +35.082 $ | 210.153 $ | | | |
|---|
| KFG WEALTH MANAGEMENT, LLC | 273.299 $ | +26.099 $ | 247.200 $ | +26.321 $ | 220.879 $ | +20.002 $ | 200.877 $ | |
|---|
| Pure Financial Advisors, LLC | | | 272.960 $ | | | | | |
|---|
| High Net Worth Advisory Group LLC | 270.215 $ | +27.964 $ | 242.251 $ | | | | | |
|---|
| SUMMIT WEALTH GROUP LLC / CO | | | 270.188 $ | | | | | |
|---|
| Beaird Harris Wealth Management, LLC | 264.939 $ | +27.417 $ | 237.522 $ | +49.568 $ | 187.954 $ | +10.248 $ | 177.706 $ | |
|---|
| New Capital Management LP | 263.803 $ | +27.300 $ | 236.503 $ | +33.833 $ | 202.670 $ | | | |
|---|
| Peak Financial Management, Inc. | 262.666 $ | | | | | | | |
|---|
| Carrera Capital Advisors | 257.634 $ | +26.662 $ | 230.972 $ | -14.478 $ | | | 245.450 $ | |
|---|
| RETIREMENT INCOME SOLUTIONS, INC | 257.471 $ | +26.645 $ | 230.826 $ | | | | | |
|---|
| Ledyard National Bank | 257.390 $ | +22.197 $ | 235.193 $ | | | | | |
|---|
| Elevated Capital Advisors, LLC | | | 257.387 $ | +42.183 $ | 215.204 $ | +0 $ | 215.204 $ | |
|---|
| Radnor Capital Management, LLC | | | 256.150 $ | +255.930 $ | 220 $ | +12 $ | 208 $ | |
|---|
| PFG Private Wealth Management, LLC | | | 255.132 $ | +205.075 $ | | | 50.057 $ | |
|---|
| Willis Johnson & Associates, Inc. | 254.874 $ | +31.106 $ | 223.768 $ | | | | | |
|---|
| Oak Harvest Investment Services | 254.387 $ | | | | | | | |
|---|
| Accelerate Investment Advisors LLC | 253.945 $ | +29.517 $ | 224.428 $ | | | | | |
|---|
| First Eagle Investment Management, LLC | 253.332 $ | +26.217 $ | 227.115 $ | +38.593 $ | 188.522 $ | +132.425 $ | 56.097 $ | |
|---|
| Evernest Financial Advisors, LLC | 252.368 $ | +26.563 $ | 225.805 $ | +23.690 $ | | | 202.115 $ | |
|---|
| Magnolia Private Wealth, LLC | 251.221 $ | | | | | | | |
|---|
| ALEXANDER LABRUNERIE & CO., INC. | | | 251.057 $ | +35.666 $ | 215.391 $ | | | |
|---|
| PATRON PARTNERS, LLC | 250.328 $ | +25.905 $ | 224.423 $ | | | | | |
|---|
| Weaver Consulting Group | 247.000 $ | +31.965 $ | 215.035 $ | | | | | |
|---|
| Beaumont Financial Advisors, LLC | | | 245.599 $ | +35.134 $ | 210.465 $ | +2.513 $ | 207.952 $ | |
|---|
| New England Professional Planning Group Inc. | 245.539 $ | | | | | | | |
|---|
| Ellevest, Inc. | 244.971 $ | | | | | | | |
|---|
| 25 LLC | | | 244.653 $ | | | | | |
|---|
| Root Financial Partners, LLC | 244.484 $ | +92.686 $ | 151.798 $ | | | | | |
|---|
| Yukon Wealth Management, Inc. | 244.008 $ | | | | | | | |
|---|
| Financial Perspectives, Inc | 242.779 $ | +42.443 $ | 200.336 $ | +28.659 $ | 171.677 $ | +9.360 $ | 162.317 $ | |
|---|
| Prospera Capital Management, LLC | 241.968 $ | +25.041 $ | 216.927 $ | | | | | |
|---|
| ASSOCIATED BANC-CORP | 240.587 $ | +40.397 $ | 200.190 $ | | | | | |
|---|
| Trilogy Capital Inc. | 239.614 $ | +12.644 $ | 226.970 $ | +9.645 $ | 217.325 $ | -1.240 $ | 218.565 $ | |
|---|
| Jackson Wealth Management, LLC | 221.000 $ | -11.000 $ | 232.000 $ | -7.000 $ | 239.000 $ | | | |
|---|
| Destiny Wealth Partners, LLC | 238.997 $ | | | | | | | |
|---|
| Clarkston Capital Partners, LLC | 237.422 $ | +24.570 $ | 212.852 $ | | | | | |
|---|
| Fiscal Wisdom Wealth Management, LLC | 236.854 $ | | | | | | | |
|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 236.611 $ | +17.549 $ | 219.062 $ | | | | | |
|---|
| HOLLENCREST CAPITAL MANAGEMENT | 235.393 $ | +29.090 $ | 206.303 $ | +50.403 $ | 155.900 $ | +8.500 $ | 147.400 $ | |
|---|
| Transce3nd, LLC | | | | | 227.552 $ | -7.639 $ | 235.191 $ | |
|---|
| Legacy Capital Wealth Partners, LLC | 230.279 $ | -329 $ | 230.608 $ | -4.053 $ | 234.661 $ | +12.795 $ | 221.866 $ | |
|---|
| Sargent Investment Group, LLC | 233.283 $ | | | | | | | |
|---|
| Vickerman Investment Advisors, Inc. | 233.201 $ | | | | | | | |
|---|
| FIRST INTERSTATE BANK | 232.552 $ | +12.277 $ | 220.275 $ | | | | | |
|---|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 222.649 $ | -7.668 $ | 230.317 $ | | | | | |
|---|
| Commonwealth Financial Services, LLC | 230.036 $ | +23.806 $ | 206.230 $ | -17.523 $ | | | 223.753 $ | |
|---|
| G&S Capital LLC | 229.711 $ | +23.772 $ | 205.939 $ | | | | | |
|---|
| JOURNEY STRATEGIC WEALTH LLC | 228.981 $ | +11.763 $ | 217.218 $ | | | | | |
|---|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 228.737 $ | | | | | | | |
|---|
| 1900 WEALTH MANAGEMENT LLC | 227.520 $ | +1.569 $ | 225.951 $ | | | | | |
|---|
| Sylvest Advisors, LLC | 227.276 $ | +23.520 $ | 203.756 $ | | | | | |
|---|
| Fragasso Financial Advisors Inc | 225.653 $ | +22.101 $ | 203.552 $ | | | | | |
|---|
| PROATHLETE WEALTH MANAGEMENT LLC | 225.084 $ | +63.753 $ | 161.331 $ | +70.535 $ | 90.796 $ | +4.951 $ | 85.845 $ | |
|---|
| Gallagher Fiduciary Advisors, LLC | 224.967 $ | | | | | | | |
|---|
| NICOLET ADVISORY SERVICES, LLC | 224.528 $ | | | | | | | |
|---|
| Members Trust Co | 224.191 $ | +21.745 $ | 202.446 $ | | | | | |
|---|
| Charles Schwab Trust Co | 223.542 $ | | | | | | | |
|---|
| Willis Investment Counsel | 223.218 $ | +23.100 $ | 200.118 $ | | | | | |
|---|
| Miller Financial Services LLC | 221.351 $ | +19.996 $ | 201.355 $ | | | | | |
|---|
| Aureus Asset Management, LLC | 221.188 $ | | | | | | | |
|---|
| Private Wealth Partners, LLC | | | 219.402 $ | | | | | |
|---|
| Raleigh Capital Management Inc. | 219.159 $ | +36.434 $ | 182.725 $ | +82.824 $ | 99.901 $ | -42.723 $ | 142.624 $ | |
|---|
| Arcus Capital Partners, LLC | | | 218.456 $ | | | | | |
|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | | | 217.437 $ | | | | | |
|---|
| Sensible Money, LLC | 216.481 $ | | | | | | | |
|---|
| Demars Financial Group, LLC | | | 212.998 $ | | | | | |
|---|
| United Advisor Group, LLC | | | | | 211.089 $ | | | |
|---|
| Laraway Financial Advisors Inc | 211.042 $ | | | | | | | |
|---|
| PENINSULA ASSET MANAGEMENT INC | 210.636 $ | | | | | | | |
|---|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 210.149 $ | | | | | | | |
|---|
| Charter Oak Capital Management, LLC | 209.675 $ | | | | | | | |
|---|
| Lee-Kelleher Wealth Management | 208.688 $ | | | | | | | |
|---|
| Wick Capital Partners, LLC | | | | | | | 208.306 $ | |
|---|
| Hendershot Investments Inc. | | | 207.395 $ | | | | | |
|---|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 207.146 $ | | | | | | | |
|---|
| Kooman & Associates | 207.065 $ | | | | | | | |
|---|
| GILL CAPITAL PARTNERS, LLC | 206.902 $ | | | | | | | |
|---|
| First Pacific Financial | 205.442 $ | +21.261 $ | 184.181 $ | +26.347 $ | 157.834 $ | -592 $ | 158.426 $ | |
|---|
| FIRST CITIZENS BANK & TRUST CO | 205.197 $ | | | | | | | |
|---|
| Journey Beyond Wealth, LLC | 204.955 $ | | | | | | | |
|---|
| Beacon Capital Management, LLC | 204.467 $ | +157.697 $ | | | 46.770 $ | +16.995 $ | 29.775 $ | |
|---|
| Traveka Wealth, LLC | 204.386 $ | | | | | | | |
|---|
| Destination Wealth Management | 204.305 $ | | | | | | | |
|---|
| Fortis Capital Advisors, LLC | 203.087 $ | | | | | | | |
|---|
| Centennial Bank/AR/ | 202.925 $ | +21.000 $ | 181.925 $ | +7.317 $ | 174.608 $ | +156.920 $ | 17.688 $ | |
|---|
| KINTRA WEALTH, LLC | 202.844 $ | | | | | | | |
|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 200.003 $ | | | | | | | |
|---|
| Tidemark, LLC | | | 194.223 $ | | | | | |
|---|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 188.964 $ | +22.830 $ | 166.134 $ | | | | | |
|---|
| Creekmur Asset Management LLC | | | 186.218 $ | +26.639 $ | 159.579 $ | +2.215 $ | 157.364 $ | |
|---|
| Wells Financial Advisors INC | | | 174.648 $ | +49.928 $ | 124.720 $ | +6.800 $ | 117.920 $ | |
|---|
| Legacy Bridge, LLC | 168.753 $ | +17.464 $ | 151.289 $ | +21.642 $ | 129.647 $ | +95.509 $ | 34.138 $ | |
|---|
| SJS Investment Consulting Inc. | 168.591 $ | +116.778 $ | 51.813 $ | +7.412 $ | 44.401 $ | +2.421 $ | 41.980 $ | |
|---|
| Stephens Consulting, LLC | 61.690 $ | +6.384 $ | 55.306 $ | -110.260 $ | 165.566 $ | +9.027 $ | 156.539 $ | |
|---|
| GAMMA Investing LLC | 164.045 $ | +39.972 $ | 124.073 $ | +17.749 $ | 106.324 $ | +9.924 $ | 96.400 $ | |
|---|
| Atlantic Edge Private Wealth Management, LLC | 162.340 $ | +16.800 $ | 145.540 $ | +20.820 $ | 124.720 $ | +6.800 $ | 117.920 $ | |
|---|
| CWM, LLC | 158.615 $ | +20.589 $ | 138.026 $ | +73.345 $ | 64.681 $ | +6.866 $ | 57.815 $ | |
|---|
| Packer & Co Ltd | 148.549 $ | -7.914 $ | 156.463 $ | +17.901 $ | | | 138.562 $ | |
|---|
| BURKETT FINANCIAL SERVICES, LLC | 155.846 $ | +16.128 $ | 139.718 $ | +19.987 $ | 119.731 $ | +6.528 $ | 113.203 $ | |
|---|
| Horizons Wealth Management | 155.765 $ | +4.476 $ | 151.289 $ | +13.099 $ | 138.190 $ | +2.641 $ | 135.549 $ | |
|---|
| Decker Retirement Planning Inc. | 154.791 $ | +22.131 $ | 132.660 $ | | | | | |
|---|
| Physician Wealth Advisors, Inc. | 151.220 $ | +46.212 $ | 105.008 $ | +18.888 $ | 86.120 $ | +51.156 $ | 34.964 $ | |
|---|
| Bruce G. Allen Investments, LLC | | | 151.071 $ | +21.612 $ | 129.459 $ | -2.081 $ | 131.540 $ | |
|---|
| North Capital, Inc. | | | 150.125 $ | +95.685 $ | 54.440 $ | +20.656 $ | 33.784 $ | |
|---|
| Mizuho Securities Co. Ltd. | | | | | 139.063 $ | | | |
|---|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 23.538 $ | -108.913 $ | | | 132.451 $ | +93.598 $ | 38.853 $ | |
|---|
| Inlight Wealth Management, LLC | 130.359 $ | +13.490 $ | 116.869 $ | +16.719 $ | 100.150 $ | +5.460 $ | 94.690 $ | |
|---|
| Guerra Advisors Inc | | | 130.113 $ | | | | | |
|---|
| KERR FINANCIAL PLANNING Corp | 127.827 $ | +20.196 $ | 107.631 $ | | | | | |
|---|
| Quest 10 Wealth Builders, Inc. | 127.356 $ | +13.180 $ | 114.176 $ | +20.012 $ | 94.164 $ | +5.134 $ | 89.030 $ | |
|---|
| Granite FO LLC | 127.031 $ | +13.146 $ | 113.885 $ | +16.292 $ | 97.593 $ | +5.321 $ | 92.272 $ | |
|---|
| CVA Family Office, LLC | 127.031 $ | +13.146 $ | 113.885 $ | +16.292 $ | 97.593 $ | +5.321 $ | 92.272 $ | |
|---|
| PARK AVENUE SECURITIES LLC | 126.050 $ | +10.274 $ | 115.776 $ | +52.584 $ | 63.192 $ | -17.876 $ | 81.068 $ | |
|---|
| N.E.W. Advisory Services LLC | 123.297 $ | +26.367 $ | 96.930 $ | | | | | |
|---|
| Rakuten Securities, Inc. | 121.511 $ | +47.358 $ | 74.153 $ | +22.145 $ | 52.008 $ | -15.501 $ | 67.509 $ | |
|---|
| Breakwater Investment Management | 120.132 $ | +12.432 $ | 107.700 $ | +79.014 $ | 28.686 $ | +1.564 $ | 27.122 $ | |
|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 118.995 $ | +11.150 $ | 107.845 $ | +13.432 $ | 94.413 $ | +19.298 $ | 75.115 $ | |
|---|
| GPS Wealth Strategies Group, LLC | 487 $ | -116.382 $ | 116.869 $ | +116.495 $ | 374 $ | +20 $ | 354 $ | |
|---|
| Janney Montgomery Scott LLC | 111.073 $ | +11.320 $ | 99.753 $ | +33.213 $ | 66.540 $ | -4.067 $ | 70.607 $ | |
|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 110.554 $ | +11.441 $ | 99.113 $ | +14.179 $ | 84.934 $ | +4.630 $ | 80.304 $ | |
|---|
| Grey Fox Wealth Advisors, LLC | | | 109.155 $ | | | | | |
|---|
| Steigerwald, Gordon & Koch Inc. | 102.842 $ | +25.196 $ | 77.646 $ | | | | | |
|---|
| CBIZ Investment Advisory Services, LLC | 101.463 $ | | | | | | | |
|---|
| Mascoma Wealth Management LLC | 101.463 $ | +10.500 $ | 90.963 $ | -8.189 $ | 99.152 $ | +5.406 $ | 93.746 $ | |
|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | | | 100.932 $ | | | | | |
|---|
| Independence Bank of Kentucky | 89.612 $ | -9.792 $ | 99.404 $ | +33.178 $ | 66.226 $ | +3.610 $ | 62.616 $ | |
|---|
| Kingdom Financial Group LLC. | 97.404 $ | | | | | | | |
|---|
| Park Square Financial Group, LLC | | | | | 95.598 $ | +5.212 $ | 90.386 $ | |
|---|
| Avondale Wealth Management | | | | | 84.128 $ | -10.680 $ | 94.808 $ | |
|---|
| Operose Advisors LLC | 93.833 $ | +32.779 $ | 61.054 $ | +8.734 $ | 52.320 $ | +2.853 $ | 49.467 $ | |
|---|
| ATTICUS WEALTH MANAGEMENT, LLC | | | | | 93.540 $ | +5.100 $ | 88.440 $ | |
|---|
| Alexis Investment Partners, LLC | 93.346 $ | +9.660 $ | 83.686 $ | | | | | |
|---|
| McIlrath & Eck, LLC | 93.346 $ | +9.660 $ | 83.686 $ | | | | | |
|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 91.479 $ | +4.446 $ | 87.033 $ | +6.838 $ | 80.195 $ | +3.016 $ | 77.179 $ | |
|---|
| ARMSTRONG ADVISORY GROUP, INC | 89.693 $ | +9.282 $ | 80.411 $ | +11.503 $ | 68.908 $ | +14.199 $ | 54.709 $ | |
|---|
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 89.206 $ | +9.232 $ | 79.974 $ | +11.440 $ | 68.534 $ | +3.737 $ | 64.797 $ | |
|---|
| OPTIMA CAPITAL LLC | 89.125 $ | | | | | | | |
|---|
| TEXAS CAPITAL BANCSHARES INC/TX | | | 88.925 $ | | | | | |
|---|
| Opal Wealth Advisors, LLC | | | | | 88.427 $ | | | |
|---|
| Orion Capital Management LLC | 85.310 $ | -2.087 $ | 87.397 $ | | | | | |
|---|
| Signature Resources Capital Management, LLC | 86.121 $ | +11.313 $ | 74.808 $ | +24.296 $ | 50.512 $ | +2.754 $ | 47.758 $ | |
|---|
| FIRST COMMUNITY TRUST NA | 83.605 $ | +8.652 $ | 74.953 $ | +7.916 $ | 67.037 $ | +3.655 $ | 63.382 $ | |
|---|
| Caitlin John, LLC | 81.901 $ | -1.421 $ | 83.322 $ | | | | | |
|---|
| Crewe Advisors LLC | 82.388 $ | +27.301 $ | 55.087 $ | +11.622 $ | 43.465 $ | +25.482 $ | 17.983 $ | |
|---|
| Cambridge Investment Research Advisors, Inc. | 82.245 $ | +9.418 $ | 72.827 $ | +15.637 $ | 57.190 $ | +5.975 $ | 51.215 $ | |
|---|
| BARRETT & COMPANY, INC. | 81.819 $ | +9.049 $ | 72.770 $ | +10.410 $ | 62.360 $ | +3.400 $ | 58.960 $ | |
|---|
| Financial Management Professionals, Inc. | 81.170 $ | +8.400 $ | 72.770 $ | +9.849 $ | 62.921 $ | +15.399 $ | 47.522 $ | |
|---|
| MONTAG A & ASSOCIATES INC | 81.170 $ | +8.400 $ | 72.770 $ | +10.410 $ | 62.360 $ | +3.400 $ | 58.960 $ | |
|---|
| Koesten, Hirschmann & Crabtree, INC. | | | | | | | 80.776 $ | |
|---|
| Basepoint Wealth LLC | 79.546 $ | | | | | | | |
|---|
| Rialto Wealth Management, LLC | 78.411 $ | +5.568 $ | 72.843 $ | +66.856 $ | 5.987 $ | +326 $ | 5.661 $ | |
|---|
| Washington Trust Advisors, Inc. | 78.004 $ | +8.072 $ | 69.932 $ | +59.892 $ | 10.040 $ | +547 $ | 9.493 $ | |
|---|
| Newbridge Financial Services Group, Inc. | 76.300 $ | +7.896 $ | 68.404 $ | +19.389 $ | 49.015 $ | -1.632 $ | 50.647 $ | |
|---|
| SITTNER & NELSON, LLC | 76.084 $ | | | | | | | |
|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 75.559 $ | +7.811 $ | 67.748 $ | +9.691 $ | 58.057 $ | +3.166 $ | 54.891 $ | |
|---|
| Blume Capital Management, Inc. | 74.677 $ | +451 $ | 74.226 $ | +10.618 $ | 63.608 $ | +31.180 $ | 32.428 $ | |
|---|
| Missouri Trust & Investment Co | 73.053 $ | +283 $ | 72.770 $ | +10.410 $ | 62.360 $ | +3.400 $ | 58.960 $ | |
|---|
| Accordant Advisory Group Inc | 40.585 $ | -32.185 $ | 72.770 $ | +10.410 $ | 62.360 $ | +3.400 $ | 58.960 $ | |
|---|
| Lord & Richards Wealth Management, LLC | | | | | | | 71.695 $ | |
|---|
| Center for Financial Planning, Inc. | 71.268 $ | +9.413 $ | 61.855 $ | +8.849 $ | 53.006 $ | +2.890 $ | 50.116 $ | |
|---|
| Financial Freedom, LLC | 71.024 $ | +7.350 $ | 63.674 $ | +9.109 $ | 54.565 $ | +2.975 $ | 51.590 $ | |
|---|
| Valued Wealth Advisors LLC | 67.777 $ | +6.650 $ | 61.127 $ | +8.744 $ | 52.383 $ | +2.856 $ | 49.527 $ | |
|---|
| Your Advocates Ltd., LLP | 67.371 $ | +6.972 $ | 60.399 $ | +8.640 $ | 51.759 $ | -14.276 $ | 66.035 $ | |
|---|
| Wealth Preservation Advisors, LLC | 67.209 $ | +6.955 $ | 60.254 $ | +8.620 $ | 51.634 $ | +2.815 $ | 48.819 $ | |
|---|
| Private Wealth Management Group, LLC | 66.966 $ | +6.930 $ | 60.036 $ | +33.221 $ | 26.815 $ | +20.329 $ | 6.486 $ | |
|---|
| eCIO, Inc. | 65.017 $ | +9.123 $ | | | | | 55.894 $ | |
|---|
| Glen Eagle Advisors, LLC | 64.530 $ | +8.788 $ | 55.742 $ | +7.413 $ | 48.329 $ | | | |
|---|
| Cromwell Holdings LLC | | | 63.674 $ | +7.367 $ | | | 56.307 $ | |
|---|
| Pingora Partners LLC | 63.637 $ | +6.585 $ | 57.052 $ | +8.162 $ | 48.890 $ | +2.665 $ | 46.225 $ | |
|---|
| WINNOW WEALTH LLC | | | | | 62.360 $ | | | |
|---|
| Princeton Global Asset Management LLC | 62.176 $ | +6.434 $ | 55.742 $ | +32.918 $ | 22.824 $ | | | |
|---|
| HM PAYSON & CO | 61.771 $ | +6.392 $ | 55.379 $ | +7.923 $ | 47.456 $ | +2.587 $ | 44.869 $ | |
|---|
| Truvestments Capital LLC | 61.608 $ | +8.049 $ | 53.559 $ | +7.662 $ | 45.897 $ | +557 $ | 45.340 $ | |
|---|
| DecisionPoint Financial, LLC | 61.122 $ | | | | | | | |
|---|
| Addison Advisors LLC | 59.823 $ | | | | | | | |
|---|
| Pacifica Partners Inc. | 59.455 $ | +6.328 $ | 53.127 $ | +8.178 $ | 44.949 $ | +2.230 $ | 42.719 $ | |
|---|
| Founders Capital Management | 57.631 $ | +5.964 $ | 51.667 $ | +7.391 $ | 44.276 $ | +2.414 $ | 41.862 $ | |
|---|
| 1620 INVESTMENT ADVISORS, INC. | 57.468 $ | +5.947 $ | 51.521 $ | +7.370 $ | 44.151 $ | +2.407 $ | 41.744 $ | |
|---|
| Ritter Daniher Financial Advisory LLC / DE | 57.388 $ | | | | | | | |
|---|
| CHESAPEAKE ASSET MANAGEMENT LLC | 56.900 $ | +5.889 $ | 51.011 $ | | | | | |
|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 56.413 $ | +5.838 $ | 50.575 $ | +7.235 $ | 43.340 $ | +2.363 $ | 40.977 $ | |
|---|
| Hexagon Capital Partners LLC | | | | | | | 54.715 $ | |
|---|
| LM Advisors LLC | 53.452 $ | +49.490 $ | 3.962 $ | +461 $ | 3.501 $ | +191 $ | 3.310 $ | |
|---|
| Abound Wealth Management | 4.627 $ | +3.680 $ | 947 $ | -51.935 $ | 52.882 $ | +11.256 $ | 41.626 $ | |
|---|
| Costello Asset Management, INC | 52.436 $ | +37.882 $ | 14.554 $ | +2.082 $ | 12.472 $ | +680 $ | 11.792 $ | |
|---|
| Creative Capital Management Investments LLC | 3.247 $ | +336 $ | 2.911 $ | -46.790 $ | 49.701 $ | +47.343 $ | 2.358 $ | |
|---|
| Financial Life Planners | | | 49.120 $ | | | | | |
|---|
| Dogwood Wealth Management LLC | 48.621 $ | +5.032 $ | 43.589 $ | +6.295 $ | 37.294 $ | +1.977 $ | 35.317 $ | |
|---|
| TOTAL INVESTMENT MANAGEMENT INC | | | | | 45.897 $ | | | |
|---|
| Marshall & Sterling Wealth Advisors Inc. | 45.455 $ | +4.704 $ | 40.751 $ | +7.734 $ | | | 33.017 $ | |
|---|
| HOEY INVESTMENTS, INC | 14.205 $ | +1.470 $ | 12.735 $ | +1.822 $ | 10.913 $ | -33.307 $ | 44.220 $ | |
|---|
| GODSEY & GIBB, INC | 43.021 $ | +4.452 $ | 38.569 $ | +5.518 $ | 33.051 $ | +1.802 $ | 31.249 $ | |
|---|
| Kohmann Bosshard Financial Services, LLC | 42.454 $ | | | | | | | |
|---|
| VSM Wealth Advisory, LLC | 14.448 $ | +1.495 $ | 12.953 $ | +1.853 $ | 11.100 $ | -27.990 $ | 39.090 $ | |
|---|
| Triumph Capital Management | 38.962 $ | | | | | | | |
|---|
| Dunhill Financial, LLC | 37.867 $ | +3.520 $ | 34.347 $ | +4.914 $ | 29.433 $ | +1.604 $ | 27.829 $ | |
|---|
| BankPlus Trust Department | 37.014 $ | +3.831 $ | 33.183 $ | +4.747 $ | 28.436 $ | +1.550 $ | 26.886 $ | |
|---|
| Smallwood Wealth Investment Management, LLC | 36.851 $ | +3.814 $ | 33.037 $ | +4.726 $ | 28.311 $ | +1.544 $ | 26.767 $ | |
|---|
| Salomon & Ludwin, LLC | 36.665 $ | +4.595 $ | 32.070 $ | +4.340 $ | 27.730 $ | -1.514 $ | 29.244 $ | |
|---|
| Fourth Dimension Wealth, LLC | 36.446 $ | +5.227 $ | 31.219 $ | +26.230 $ | 4.989 $ | +272 $ | 4.717 $ | |
|---|
| Dynamic Wealth Strategies, LLC | 36.202 $ | +3.747 $ | 32.455 $ | +4.642 $ | 27.813 $ | | | |
|---|
| Team Financial Group, LLC | 27.841 $ | -8.180 $ | 36.021 $ | +5.153 $ | 30.868 $ | | | |
|---|
| GoalVest Advisory LLC | 20.293 $ | +2.100 $ | 18.193 $ | -16.105 $ | 34.298 $ | +1.870 $ | 32.428 $ | |
|---|
| Compass Financial Services Inc | 29.140 $ | +3.016 $ | 26.124 $ | +4.236 $ | 21.888 $ | -10.776 $ | 32.664 $ | |
|---|
| SRH ADVISORS, LLC | 32.468 $ | +3.360 $ | 29.108 $ | +4.164 $ | 24.944 $ | +1.360 $ | 23.584 $ | |
|---|
| Mountain Hill Investment Partners Corp. | 32.468 $ | +3.360 $ | 29.108 $ | | | | | |
|---|
| Sowa Financial Group, Inc. | 32.185 $ | +2.596 $ | 29.589 $ | +4.571 $ | 25.018 $ | -4.799 $ | 29.817 $ | |
|---|
| Murphy & Mullick Capital Management Corp | 29.871 $ | +3.092 $ | 26.779 $ | +3.959 $ | 22.820 $ | -8.959 $ | 31.779 $ | |
|---|
| GARRISON BRADFORD & ASSOCIATES INC | | | | | 31.180 $ | +1.700 $ | 29.480 $ | |
|---|
| Traub Capital Management LLC | | | | | 31.180 $ | | | |
|---|
| TRUST CO OF TOLEDO NA /OH/ | 31.169 $ | +3.225 $ | 27.944 $ | +3.998 $ | 23.946 $ | | | |
|---|
| Measured Wealth Private Client Group, LLC | 22.890 $ | -7.746 $ | 30.636 $ | | | | | |
|---|
| OLD SECOND NATIONAL BANK OF AURORA | 30.439 $ | +3.150 $ | 27.289 $ | | | | | |
|---|
| Dakota Community Bank & Trust NA | 30.439 $ | | | | | | | |
|---|
| GABLES CAPITAL MANAGEMENT INC. | 28.815 $ | +19.355 $ | 9.460 $ | | | | | |
|---|
| Front Row Advisors LLC | 28.410 $ | +2.940 $ | 25.470 $ | +3.644 $ | 21.826 $ | | | |
|---|
| Trust Co | 26.461 $ | +2.738 $ | 23.723 $ | +3.394 $ | 20.329 $ | +1.108 $ | 19.221 $ | |
|---|
| Rossby Financial, LCC | 26.380 $ | +12.897 $ | 13.483 $ | +6.187 $ | 7.296 $ | +1.685 $ | 5.611 $ | |
|---|
| Friedenthal Financial | | | 26.198 $ | +3.748 $ | 22.450 $ | | | |
|---|
| Arkos Global Advisors | 25.585 $ | +2.683 $ | 22.902 $ | +9.922 $ | 12.980 $ | +53 $ | 12.927 $ | |
|---|
| Tradewinds Capital Management, LLC | 25.407 $ | +3.284 $ | 22.123 $ | +2.105 $ | 20.018 $ | +1.091 $ | 18.927 $ | |
|---|
| Abich Financial Wealth Management LLC | | | 25.106 $ | | | | | |
|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 25.000 $ | +2.587 $ | 22.413 $ | +3.206 $ | 19.207 $ | | | |
|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 24.462 $ | +2.960 $ | 21.502 $ | +3.251 $ | 18.251 $ | +927 $ | 17.324 $ | |
|---|
| Litman Gregory Wealth Management LLC | 23.296 $ | | | | | | | |
|---|
| Clarity Asset Management, Inc. | | | 23.284 $ | +3.331 $ | 19.953 $ | +14.846 $ | 5.107 $ | |
|---|
| NKCFO LLC | 22.679 $ | +2.347 $ | 20.332 $ | +6.039 $ | 14.293 $ | +779 $ | 13.514 $ | |
|---|
| Woodside Wealth Management LLC | 22.403 $ | +2.318 $ | 20.085 $ | +2.874 $ | 17.211 $ | +938 $ | 16.273 $ | |
|---|
| AMERIFLEX GROUP, INC. | | | 21.977 $ | +10.422 $ | 11.555 $ | +706 $ | 10.849 $ | |
|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | | | | | | | 21.167 $ | |
|---|
| FIDUCIARY ADVISORS, INC. | 20.780 $ | | | | | | | |
|---|
| Bangor Savings Bank | 20.049 $ | +2.075 $ | 17.974 $ | | | | | |
|---|
| Kiker Wealth Management, LLC | | | | | 14.717 $ | -5.329 $ | 20.046 $ | |
|---|
| Employees Retirement System of Texas | 19.846 $ | | | | | | | |
|---|
| Millstone Evans Group, LLC | 19.724 $ | +2.041 $ | 17.683 $ | +2.530 $ | 15.153 $ | +826 $ | 14.327 $ | |
|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 107 $ | -19.496 $ | 19.603 $ | +19.521 $ | 82 $ | | | |
|---|
| COHEN & STEERS, INC. | | | | | | | 18.805 $ | |
|---|
| Moisand Fitzgerald Tamayo, LLC | 17.777 $ | | | | | | | |
|---|
| POM Investment Strategies, LLC | 17.289 $ | | | | | | | |
|---|
| Trifecta Capital Advisors, LLC | | | 17.101 $ | | | | | |
|---|
| ATWOOD & PALMER INC | 16.234 $ | +1.680 $ | 14.554 $ | | | | | |
|---|
| United Financial Planning Group LLC | 12.338 $ | -3.380 $ | 15.718 $ | | | | | |
|---|
| DELTA ASSET MANAGEMENT LLC/TN | 15.422 $ | +1.232 $ | 14.190 $ | | | | | |
|---|
| Concord Wealth Partners | 15.098 $ | +1.563 $ | 13.535 $ | +11.602 $ | 1.933 $ | +105 $ | 1.828 $ | |
|---|
| Bare Financial Services, Inc | 10.065 $ | +1.042 $ | 9.023 $ | -5.953 $ | | | 14.976 $ | |
|---|
| Capital Analysts, LLC | 13.956 $ | +1.338 $ | 12.618 $ | +5.293 $ | 7.325 $ | +51 $ | 7.274 $ | |
|---|
| Hurley Capital, LLC | 13.718 $ | | | | | | | |
|---|
| TSFG, LLC | 13.495 $ | +2.594 $ | 10.901 $ | +3.853 $ | 7.048 $ | +137 $ | 6.911 $ | |
|---|
| Tripletail Wealth Management, LLC | | | 13.322 $ | | | | | |
|---|
| IMG Wealth Management, Inc. | | | | | | | 12.676 $ | |
|---|
| LOUISBOURG INVESTMENTS INC. | 11.362 $ | +448 $ | 10.914 $ | +1.559 $ | 9.355 $ | -2.435 $ | 11.790 $ | |
|---|
| Security National Bank | 11.039 $ | | | | | | | |
|---|
| Sawyer & Company, Inc | 10.958 $ | +10.950 $ | | | | | 8 $ | |
|---|
| TD Capital Management LLC | 10.552 $ | +1.092 $ | 9.460 $ | +1.353 $ | 8.107 $ | +442 $ | 7.665 $ | |
|---|
| Harvest Fund Management Co., Ltd | 10.033 $ | +1.281 $ | 8.752 $ | -1.713 $ | 10.465 $ | +4.550 $ | 5.915 $ | |
|---|
| Laurel Wealth Advisors LLC | 10.147 $ | +2.777 $ | | | | | 7.370 $ | |
|---|
| Inspire Investing, LLC | 9.822 $ | | | | | | | |
|---|
| TruNorth Capital Management, LLC | | | | | | | 9.375 $ | |
|---|
| SENTINEL TRUST CO LBA | 6.483 $ | -2.358 $ | 8.841 $ | +1.213 $ | 7.628 $ | +225 $ | 7.403 $ | |
|---|
| TOTH FINANCIAL ADVISORY CORP | 8.767 $ | | | | | | | |
|---|
| Lloyd Advisory Services, LLC. | 8.766 $ | | | | | | | |
|---|
| LaSalle St. Investment Advisors, LLC | 8.601 $ | +4.172 $ | 4.429 $ | +732 $ | 3.697 $ | +366 $ | 3.331 $ | |
|---|
| Palisades Hudson Asset Management, L.P. | 8.047 $ | -39 $ | 8.086 $ | +1.157 $ | 6.929 $ | +378 $ | 6.551 $ | |
|---|
| Ransom Advisory, Ltd | 8.036 $ | | | | | | | |
|---|
| CHILTON CAPITAL MANAGEMENT LLC | 5.439 $ | +563 $ | 4.876 $ | +697 $ | 4.179 $ | -3.722 $ | 7.901 $ | |
|---|
| Kozak & Associates, Inc. | 7.725 $ | | | | | | | |
|---|
| Fairman Group, LLC | 7.630 $ | | | | | | | |
|---|
| FLOW TRADERS U.S. LLC | 7.316 $ | | | | | | | |
|---|
| YANKCOM Partnership | 6.818 $ | | | | | | | |
|---|
| VALLEY WEALTH MANAGERS, INC. | 6.656 $ | | | | | | | |
|---|
| WOLFF WIESE MAGANA LLC | 6.088 $ | +630 $ | 5.458 $ | | | | | |
|---|
| Tower Research Capital LLC (TRC) | | | 1.310 $ | -4.614 $ | 5.924 $ | | | |
|---|
| Frazier Financial Advisors, LLC | 5.682 $ | +588 $ | 5.094 $ | +728 $ | 4.366 $ | | | |
|---|
| FDx Advisors, Inc. | 5.344 $ | -93 $ | 5.437 $ | +87 $ | 5.350 $ | -121 $ | 5.471 $ | |
|---|
| Bear Mountain Capital, Inc. | 5.463 $ | +588 $ | 4.875 $ | | | | | |
|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | | | | | | | 4.717 $ | |
|---|
| Olistico Wealth, LLC | 4.627 $ | +1.072 $ | | | 3.555 $ | | | |
|---|
| JDM Financial Group LLC | 4.464 $ | +462 $ | 4.002 $ | | | | | |
|---|
| THOMPSON SIEGEL & WALMSLEY LLC | 4.422 $ | +457 $ | 3.965 $ | +568 $ | 3.397 $ | +185 $ | 3.212 $ | |
|---|
| WEDBUSH SECURITIES INC | 4.380 $ | +104 $ | 4.276 $ | +1.059 $ | 3.217 $ | -249 $ | 3.466 $ | |
|---|
| Arete Wealth Advisors, LLC | 1.181 $ | -31 $ | 1.212 $ | -150 $ | 1.362 $ | -2.974 $ | 4.336 $ | |
|---|
| ORG Wealth Partners, LLC | 4.302 $ | +446 $ | 3.856 $ | +522 $ | 3.334 $ | +215 $ | 3.119 $ | |
|---|
| M Holdings Securities, Inc. | 4.256 $ | +2.484 $ | 1.772 $ | -429 $ | | | 2.201 $ | |
|---|
| Hopwood Financial Services, Inc. | | | 4.148 $ | +593 $ | 3.555 $ | +194 $ | 3.361 $ | |
|---|
| Ameritas Investment Partners, Inc. | | | 4.075 $ | +583 $ | 3.492 $ | +190 $ | 3.302 $ | |
|---|
| Fairway Wealth LLC | 3.896 $ | | | | | | | |
|---|
| BOSTON RESEARCH & MANAGEMENT INC | 3.811 $ | +181 $ | 3.630 $ | +521 $ | 3.109 $ | +153 $ | 2.956 $ | |
|---|
| Ridgewood Investments LLC | | | | | 3.804 $ | +207 $ | 3.597 $ | |
|---|
| ESL Trust Services, LLC | 3.328 $ | | | | | | | |
|---|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 3.084 $ | +319 $ | 2.765 $ | +395 $ | 2.370 $ | +130 $ | 2.240 $ | |
|---|
| WealthTrak Capital Management LLC | | | | | 2.557 $ | -333 $ | 2.890 $ | |
|---|
| CHAPMAN FINANCIAL GROUP, LLC | 2.760 $ | +285 $ | 2.475 $ | | | | | |
|---|
| HRT FINANCIAL LP | | | | | 2.624 $ | +2.149 $ | 475 $ | |
|---|
| PSI Advisors, LLC | | | | | | | 2.358 $ | |
|---|
| COURAGE CAPITAL MANAGEMENT LLC | 2.273 $ | +235 $ | 2.038 $ | +292 $ | 1.746 $ | +95 $ | 1.651 $ | |
|---|
| NATIXIS ADVISORS, LLC | 2.210 $ | +696 $ | 1.514 $ | +774 $ | 740 $ | -401 $ | 1.141 $ | |
|---|
| Wiser Advisor Group LLC | 2.192 $ | +227 $ | 1.965 $ | +373 $ | | | 1.592 $ | |
|---|
| First PREMIER Bank | 1.901 $ | +198 $ | 1.703 $ | +243 $ | 1.460 $ | +493 $ | 967 $ | |
|---|
| SlateStone Wealth, LLC | 1.827 $ | -15 $ | 1.842 $ | +273 $ | 1.569 $ | +69 $ | 1.500 $ | |
|---|
| Betterment LLC | 1.817 $ | +483 $ | 1.334 $ | +727 $ | 607 $ | +59 $ | 548 $ | |
|---|
| HWG Holdings LP | | | | | | | 1.769 $ | |
|---|
| Legacy Wealth Managment, LLC/ID | 1.624 $ | +168 $ | 1.456 $ | | | | | |
|---|
| S&CO INC | 1.394 $ | +145 $ | 1.249 $ | +179 $ | 1.070 $ | +58 $ | 1.012 $ | |
|---|
| Matrix Trust Co | 109 $ | -398 $ | 507 $ | +44 $ | 463 $ | -731 $ | 1.194 $ | |
|---|
| JTC Employer Solutions Trustee Ltd | 1.026 $ | +106 $ | 920 $ | -191 $ | 1.111 $ | +1.011 $ | 100 $ | |
|---|
| Hanson & Doremus Investment Management | 1.042 $ | +63 $ | 979 $ | +132 $ | 847 $ | +20 $ | 827 $ | |
|---|
| BOSTON FAMILY OFFICE LLC | 684 $ | -217 $ | 901 $ | +129 $ | 772 $ | +40 $ | 732 $ | |
|---|
| Newton One Investments LLC | | | | | 874 $ | | | |
|---|
| Cedar Mountain Advisors, LLC | | | 873 $ | | | | | |
|---|
| Euro Pacific Asset Management, LLC | 873 $ | +214 $ | 659 $ | +94 $ | 565 $ | +175 $ | 390 $ | |
|---|
| Roxbury Financial LLC | 812 $ | +84 $ | 728 $ | +104 $ | 624 $ | | | |
|---|
| Anchor Investment Management, LLC | 812 $ | +84 $ | 728 $ | | | | | |
|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 475 $ | -299 $ | 774 $ | +205 $ | 569 $ | -10 $ | 579 $ | |
|---|
| INGALLS & SNYDER LLC | 633 $ | +30 $ | 603 $ | +84 $ | 519 $ | +24 $ | 495 $ | |
|---|
| PROFESSIONAL ADVISORY SERVICES INC | 582 $ | +36 $ | 546 $ | | | | | |
|---|
| CX Institutional | 513 $ | +20 $ | 493 $ | +386 $ | 107 $ | -456 $ | 563 $ | |
|---|
| Summit Global Investments | 554 $ | +58 $ | 496 $ | +120 $ | 376 $ | +17 $ | 359 $ | |
|---|
| Aspen Investment Management Inc | 439 $ | | | | | | | |
|---|
| Lesa Sroufe & Co | 417 $ | +43 $ | 374 $ | +53 $ | 321 $ | +25 $ | 296 $ | |
|---|
| HAZLETT, BURT & WATSON, INC. | 416 $ | +157 $ | 259 $ | +73 $ | 186 $ | +12 $ | 174 $ | |
|---|
| Alken Asset Management Ltd | 410 $ | +0 $ | 410 $ | +0 $ | 410 $ | +0 $ | 410 $ | |
|---|
| Quaker Wealth Management, LLC | 406 $ | | | | | | | |
|---|
| VALICENTI ADVISORY SERVICES INC | 366 $ | +38 $ | 328 $ | +47 $ | 281 $ | +15 $ | 266 $ | |
|---|
| VESTOR CAPITAL, LLC | 44 $ | -1 $ | 45 $ | -316 $ | 361 $ | | | |
|---|
| FOSTER & MOTLEY INC | 316 $ | +57 $ | 259 $ | +37 $ | 222 $ | +12 $ | 210 $ | |
|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | | | 298 $ | +42 $ | 256 $ | +14 $ | 242 $ | |
|---|
| A. D. Beadell Investment Counsel, Inc. | 292 $ | +31 $ | 261 $ | +37 $ | 224 $ | +9 $ | 215 $ | |
|---|
| Smithfield Trust Co | 280 $ | +42 $ | 238 $ | +33 $ | 205 $ | +12 $ | 193 $ | |
|---|
| Darwin Wealth Management, LLC | | | | | 249 $ | | | |
|---|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 203 $ | | | | | | | |
|---|
| Coston, McIsaac & Partners | 99 $ | -84 $ | 183 $ | +182 $ | | | 1 $ | |
|---|
| CENTAURUS FINANCIAL, INC. | 173 $ | +28 $ | 145 $ | | | | | |
|---|
| Capital Advisors, Ltd. LLC | 147 $ | +15 $ | 132 $ | +19 $ | 113 $ | +6 $ | 107 $ | |
|---|
| Putney Financial Group LLC | | | | | 125 $ | +7 $ | 118 $ | |
|---|
| Roble, Belko & Company, Inc | 121 $ | +12 $ | 109 $ | +38 $ | 71 $ | +28 $ | 43 $ | |
|---|
| Centerpoint Advisors, LLC | 82 $ | +8 $ | 74 $ | | | | | |
|---|
| ST GERMAIN D J CO INC | 81 $ | +8 $ | 73 $ | +11 $ | 62 $ | +3 $ | 59 $ | |
|---|
| Avion Wealth | 70 $ | +7 $ | 63 $ | | | | | |
|---|
| Cloud Capital Management, LLC | | | 49 $ | | | | | |
|---|
| VALLEY NATIONAL ADVISERS INC | 20 $ | +0 $ | 20 $ | -20 $ | | | 40 $ | |
|---|
| Wood Tarver Financial Group, LLC | | | | | 38 $ | | | |
|---|
| Motiv8 Investments LLC | 29 $ | | | | | | | |
|---|
| Keener Financial Planning LLC | | | 26 $ | +1 $ | 25 $ | | | |
|---|
| Main Management LLC | 20 $ | +2 $ | 18 $ | +2 $ | 16 $ | +1 $ | 15 $ | |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA | | | | | | | 13 $ | |
|---|
| CKW FINANCIAL GROUP | 1 $ | +0 $ | 1 $ | +0 $ | 1 $ | +0 $ | 1 $ | |
|---|
| Activest Wealth Management | | | | | | | 0 $ | |