| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
| 278.954.731.228 $ | +16.142.974.571 $ | 255.545.557.203 $ | -2.228.566.579 $ | 151.717.337.852 $ | -11.349.030.790 $ | 165.563.743.222 $ | |
|---|
| VANGUARD GROUP INC | 51.717.501.091 $ | +3.294.360.851 $ | 48.423.140.240 $ | | | | | |
|---|
| BlackRock, Inc. | 37.452.505.924 $ | +2.520.685.816 $ | 34.931.820.108 $ | | | | | |
|---|
| STATE STREET CORP | 24.683.447.882 $ | +1.378.189.075 $ | 23.305.258.807 $ | +813.100.241 $ | 22.492.158.566 $ | -3.052.421.405 $ | 25.544.579.971 $ | |
|---|
| FMR LLC | 15.851.390.274 $ | +1.491.979.290 $ | 14.359.410.984 $ | -20.225.926 $ | 14.379.636.910 $ | -2.484.258.350 $ | 16.863.895.260 $ | |
|---|
| GEODE CAPITAL MANAGEMENT, LLC | 11.494.306.957 $ | +701.679.230 $ | 10.792.627.727 $ | +447.495.823 $ | 10.345.131.904 $ | -1.041.748.111 $ | 11.386.880.015 $ | |
|---|
| JPMORGAN CHASE & CO | 8.628.891.564 $ | +12.006.065 $ | 8.616.885.499 $ | -2.875.787.678 $ | | | 11.492.673.177 $ | |
|---|
| BANK OF AMERICA CORP /DE/ | 9.043.835.716 $ | +424.165.174 $ | 8.619.670.542 $ | +128.198.301 $ | 8.491.472.241 $ | -699.101.957 $ | 9.190.574.198 $ | |
|---|
| MORGAN STANLEY | 8.960.258.639 $ | +513.726.656 $ | 8.446.531.983 $ | +453.984.633 $ | 7.992.547.350 $ | -849.278.637 $ | 8.841.825.987 $ | |
|---|
| NORGES BANK | 7.625.063.347 $ | +1.461.344.155 $ | | | 6.163.719.192 $ | | | |
|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3.721.584 $ | +2.798 $ | 3.718.786 $ | -6.579.536.214 $ | 6.583.255.000 $ | +3.155.980.000 $ | 3.427.275.000 $ | |
|---|
| NORTHERN TRUST CORP | 5.176.413.789 $ | +212.480.146 $ | 4.963.933.643 $ | | | | | |
|---|
| FRANKLIN RESOURCES INC | 5.052.876.532 $ | +686.221.978 $ | 4.366.654.554 $ | +478.552.966 $ | 3.888.101.588 $ | -429.619.188 $ | 4.317.720.776 $ | |
|---|
| Capital Research Global Investors | 4.026.395.888 $ | +235.622.576 $ | 3.790.773.312 $ | +180.164.485 $ | 3.610.608.827 $ | | | |
|---|
| DIMENSIONAL FUND ADVISORS LP | 3.228.200.002 $ | -168.838.057 $ | 3.397.038.059 $ | -77.739.010 $ | 3.474.777.069 $ | -464.267.559 $ | 3.939.044.628 $ | |
|---|
| Fisher Asset Management, LLC | 3.790.451.642 $ | +273.272.543 $ | 3.517.179.099 $ | +191.149.237 $ | 3.326.029.862 $ | -291.269.421 $ | 3.617.299.283 $ | |
|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.672.812.902 $ | +231.649.077 $ | 3.441.163.825 $ | +151.075.485 $ | 3.290.088.340 $ | -339.690.939 $ | 3.629.779.279 $ | |
|---|
| GOLDMAN SACHS GROUP INC | 3.622.008.832 $ | +719.524.984 $ | 2.902.483.848 $ | | | | | |
|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2.521.870.673 $ | -152.862.287 $ | 2.674.732.960 $ | -14.839.633 $ | 2.689.572.593 $ | -675.661.886 $ | 3.365.234.479 $ | |
|---|
| Capital International Investors | 2.887.467.584 $ | +157.378.957 $ | 2.730.088.627 $ | -159.437.333 $ | 2.889.525.960 $ | -209.153.630 $ | 3.098.679.590 $ | |
|---|
| UBS Group AG | 2.129.474.665 $ | -212.227.494 $ | 2.341.702.159 $ | +119.858.027 $ | 2.221.844.132 $ | -201.754.995 $ | 2.423.599.127 $ | |
|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.317.213.490 $ | +113.901.020 $ | 2.203.312.470 $ | +74.519.790 $ | 2.128.792.680 $ | -280.313.340 $ | 2.409.106.020 $ | |
|---|
| Legal & General Group Plc | 2.393.805.447 $ | +94.118.782 $ | 2.299.686.665 $ | +196.482.039 $ | 2.103.204.626 $ | -210.184.865 $ | 2.313.389.491 $ | |
|---|
| Invesco Ltd. | 2.089.987.835 $ | +196.895.421 $ | 1.893.092.414 $ | +84.481.504 $ | 1.808.610.910 $ | -368.241.044 $ | 2.176.851.954 $ | |
|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.925.118.934 $ | | | | | | | |
|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.848.530.345 $ | -20.763.631 $ | 1.869.293.976 $ | +100.036.394 $ | 1.769.257.582 $ | -620.026 $ | 1.769.877.608 $ | |
|---|
| BARCLAYS PLC | 915.535.529 $ | -796.366.100 $ | 1.711.901.629 $ | +595.042.535 $ | 1.116.859.094 $ | +1.115.134.380 $ | 1.724.714 $ | |
|---|
| WELLS FARGO & COMPANY/MN | 1.597.028.681 $ | +20.320.717 $ | 1.576.707.964 $ | -54.368.019 $ | 1.631.075.983 $ | +1.211.443 $ | 1.629.864.540 $ | |
|---|
| Swiss National Bank | 1.405.886.250 $ | +5.202.245 $ | 1.400.684.005 $ | -10.754.115 $ | 1.411.438.120 $ | -62.796.515 $ | 1.474.234.635 $ | |
|---|
| JANE STREET GROUP, LLC | 1.061.297.714 $ | -197.112.590 $ | 1.258.410.304 $ | +99.546.074 $ | 1.158.864.230 $ | -303.969.299 $ | 1.462.833.529 $ | |
|---|
| DEUTSCHE BANK AG\ | 1.237.324.687 $ | +93.437.823 $ | 1.143.886.864 $ | -90.449.440 $ | 1.234.336.304 $ | -202.332.626 $ | 1.436.668.930 $ | |
|---|
| BNP PARIBAS FINANCIAL MARKETS | 1.169.307.437 $ | +167.125.792 $ | 1.002.181.645 $ | +239.735.853 $ | 762.445.792 $ | -533.809.027 $ | 1.296.254.819 $ | |
|---|
| SOUTH PLAINS FINANCIAL, INC. | 1.133.711.000 $ | +204.771.000 $ | 928.940.000 $ | +294.436.000 $ | 634.504.000 $ | +21.427.000 $ | 613.077.000 $ | |
|---|
| National Pension Service | 1.122.881.709 $ | +83.595.618 $ | 1.039.286.091 $ | +75.339.569 $ | 963.946.522 $ | -45.811.160 $ | 1.009.757.682 $ | |
|---|
| RAYMOND JAMES FINANCIAL INC | 1.087.995.944 $ | +37.395.198 $ | 1.050.600.746 $ | +67.411.120 $ | 983.189.626 $ | -11.151.518 $ | 994.341.144 $ | |
|---|
| HSBC HOLDINGS PLC | 1.051.606.077 $ | +21.851.327 $ | 1.029.754.750 $ | +60.683.077 $ | 969.071.673 $ | -116.851.225 $ | 1.085.922.898 $ | |
|---|
| Clearbridge Investments, LLC | 1.083.666.858 $ | +26.347.369 $ | 1.057.319.489 $ | +44.466.428 $ | 1.012.853.061 $ | +112.244.217 $ | 900.608.844 $ | |
|---|
| First Eagle Investment Management, LLC | 933.095.435 $ | +54.279.383 $ | 878.816.052 $ | +38.714.264 $ | 840.101.788 $ | -195.342.837 $ | 1.035.444.625 $ | |
|---|
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 956.785.433 $ | +23.810.189 $ | 932.975.244 $ | +72.397.387 $ | 860.577.857 $ | -101.489.728 $ | 962.067.585 $ | |
|---|
| HighTower Advisors, LLC | | | 927.794.186 $ | | | | | |
|---|
| RHUMBLINE ADVISERS | 854.413.805 $ | +26.011.993 $ | 828.401.812 $ | +28.841.856 $ | 799.559.956 $ | -109.559.406 $ | 909.119.362 $ | |
|---|
| LPL Financial LLC | 883.680.151 $ | +104.729.145 $ | 778.951.006 $ | +99.954.673 $ | 678.996.333 $ | -16.409.099 $ | 695.405.432 $ | |
|---|
| ALLIANCEBERNSTEIN L.P. | 871.174.835 $ | +56.501.401 $ | 814.673.434 $ | | | | | |
|---|
| Neuberger Berman Group LLC | 826.311.948 $ | +46.838.081 $ | 779.473.867 $ | +27.074.095 $ | 752.399.772 $ | -101.093.666 $ | 853.493.438 $ | |
|---|
| MILLENNIUM MANAGEMENT LLC | 842.024.997 $ | +195.726 $ | 841.829.271 $ | +273.172.736 $ | 568.656.535 $ | -140.227.633 $ | 708.884.168 $ | |
|---|
| CITIGROUP INC | 749.595.426 $ | -5.881.144 $ | 755.476.570 $ | -30.251.875 $ | 785.728.445 $ | +4.630.243 $ | 781.098.202 $ | |
|---|
| PRINCIPAL FINANCIAL GROUP INC | 783.474.171 $ | +57.385.366 $ | 726.088.805 $ | | | | | |
|---|
| BANK OF MONTREAL /CAN/ | 674.570.031 $ | +79.515.596 $ | 595.054.435 $ | +84.299.108 $ | 510.755.327 $ | -129.573.119 $ | 640.328.446 $ | |
|---|
| LAZARD ASSET MANAGEMENT LLC | 256.855.178 $ | -398.485.881 $ | 655.341.059 $ | +654.667.540 $ | 673.519 $ | -84.856 $ | 758.375 $ | |
|---|
| AMERICAN CENTURY COMPANIES INC | 636.185.716 $ | +61.658.150 $ | 574.527.566 $ | | | | | |
|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 612.526.749 $ | +27.109.469 $ | 585.417.280 $ | +26.936.419 $ | 558.480.861 $ | -64.801.774 $ | 623.282.635 $ | |
|---|
| Ensign Peak Advisors, Inc | 490.532.555 $ | -68.980.187 $ | 559.512.742 $ | -6.004.872 $ | 565.517.614 $ | -48.661.762 $ | 614.179.376 $ | |
|---|
| PRUDENTIAL FINANCIAL INC | 594.605.476 $ | -3.925.531 $ | 598.531.007 $ | +102.433.250 $ | 496.097.757 $ | +31.608.792 $ | 464.488.965 $ | |
|---|
| Assenagon Asset Management S.A. | 151.714.804 $ | -373.267.123 $ | 524.981.927 $ | -73.298.263 $ | 598.280.190 $ | +215.609.119 $ | 382.671.071 $ | |
|---|
| Capital World Investors | 576.860.012 $ | +38.198.595 $ | 538.661.417 $ | | | | | |
|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 498.365.245 $ | -65.033.088 $ | 563.398.333 $ | +44.345.214 $ | 519.053.119 $ | -56.888.835 $ | 575.941.954 $ | |
|---|
| VICTORY CAPITAL MANAGEMENT INC | 492.520.047 $ | -81.835.398 $ | 574.355.445 $ | +84.651.165 $ | 489.704.280 $ | -15.654.741 $ | 505.359.021 $ | |
|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 494.357.081 $ | +23.118.118 $ | 471.238.963 $ | -24.915.388 $ | 496.154.351 $ | -68.078.707 $ | 564.233.058 $ | |
|---|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 459.318.285 $ | +13.278.157 $ | 446.040.128 $ | -6.913.050 $ | 452.953.178 $ | -60.091.813 $ | 513.044.991 $ | |
|---|
| CIBC Private Wealth Group LLC | 483.058.387 $ | +24.359.311 $ | 458.699.076 $ | +16.722.718 $ | 441.976.358 $ | +30.241.201 $ | 411.735.157 $ | |
|---|
| STIFEL FINANCIAL CORP | 480.424.902 $ | +27.107.518 $ | 453.317.384 $ | -183.086 $ | 453.500.470 $ | -14.281.918 $ | 467.782.388 $ | |
|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 129.206.651 $ | -172.820.833 $ | 302.027.484 $ | -66.318.001 $ | 368.345.485 $ | -83.338.524 $ | 451.684.009 $ | |
|---|
| AVIVA PLC | 434.136.538 $ | +47.801.031 $ | 386.335.507 $ | +37.752.349 $ | 348.583.158 $ | +14.061.611 $ | 334.521.547 $ | |
|---|
| PEAK6 LLC | 154.059.268 $ | -274.841.732 $ | 428.901.000 $ | +183.699.120 $ | 245.201.880 $ | -69.819.904 $ | 315.021.784 $ | |
|---|
| US BANCORP \DE\ | 407.923.844 $ | +20.206.704 $ | 387.717.140 $ | +9.359.989 $ | 378.357.151 $ | -46.536.016 $ | 424.893.167 $ | |
|---|
| NATIONAL BANK OF CANADA /FI/ | 350.944.473 $ | +55.489.840 $ | 295.454.633 $ | -108.030.536 $ | | | 403.485.169 $ | |
|---|
| Corient Private Wealth LLC | 391.268.485 $ | | | | | | | |
|---|
| Optiver Holding B.V. | 379.449.349 $ | +239.501.456 $ | 139.947.893 $ | +137.878.133 $ | 2.069.760 $ | -97.501 $ | 2.167.261 $ | |
|---|
| Focus Partners Wealth | 354.688.040 $ | +81.719.075 $ | 272.968.965 $ | +42.643.014 $ | 230.325.951 $ | -17.041.968 $ | 247.367.919 $ | |
|---|
| IMC-Chicago, LLC | 328.684.642 $ | -5.796.126 $ | 334.480.768 $ | +50.182.631 $ | 284.298.137 $ | +15.326.049 $ | 268.972.088 $ | |
|---|
| AQR CAPITAL MANAGEMENT LLC | | | 329.796.700 $ | | | | | |
|---|
| Squarepoint Ops LLC | 284.470.041 $ | +94.078.812 $ | 190.391.229 $ | -73.894.162 $ | 264.285.391 $ | -37.368.780 $ | 301.654.171 $ | |
|---|
| Conestoga Capital Advisors, LLC | 226.721 $ | -49.404 $ | 276.125 $ | -263.725.875 $ | 264.002.000 $ | -27.258.000 $ | 291.260.000 $ | |
|---|
| Cetera Investment Advisers | 284.040.110 $ | | | | | | | |
|---|
| WOLVERINE TRADING, LLC | | | 280.090.398 $ | +35.462.684 $ | 244.627.714 $ | -97.637 $ | 244.725.351 $ | |
|---|
| SIMPLEX TRADING, LLC | 276.611.333 $ | +276.293.270 $ | 318.063 $ | -40.736 $ | 358.799 $ | +53.808 $ | 304.991 $ | |
|---|
| Chevy Chase Trust Holdings, LLC | 272.204.024 $ | +12.869.103 $ | 259.334.921 $ | | | | | |
|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | 270.846.591 $ | +14.110.782 $ | 256.735.809 $ | | | | | |
|---|
| CAPITAL FUND MANAGEMENT S.A. | 113.611.309 $ | -109.332.423 $ | 222.943.732 $ | +112.333.710 $ | 110.610.022 $ | -159.974.756 $ | 270.584.778 $ | |
|---|
| ProShare Advisors LLC | 269.016.821 $ | +7.274.345 $ | 261.742.476 $ | | | | | |
|---|
| TRUIST FINANCIAL CORP | 260.093.737 $ | +12.934.897 $ | 247.158.840 $ | +10.788.975 $ | 236.369.865 $ | -28.165.321 $ | 264.535.186 $ | |
|---|
| OSAIC HOLDINGS, INC. | 255.998.261 $ | -3.419.462 $ | 259.417.723 $ | +41.183.998 $ | 218.233.725 $ | +19.644.666 $ | 198.589.059 $ | |
|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 259.313.388 $ | +259.060.472 $ | 252.916 $ | -12.343 $ | 265.259 $ | -42.538 $ | 307.797 $ | |
|---|
| Qube Research & Technologies Ltd | 207.875.316 $ | +47.499.716 $ | 160.375.600 $ | +6.846.840 $ | 153.528.760 $ | -105.143.990 $ | 258.672.750 $ | |
|---|
| STRS OHIO | 251.519.746 $ | +7.279.568 $ | 244.240.178 $ | +32.087.191 $ | 212.152.987 $ | -19.919.760 $ | 232.072.747 $ | |
|---|
| CIBC WORLD MARKET INC. | 249.963.002 $ | +41.801.787 $ | 208.161.215 $ | +67.830.257 $ | 140.330.958 $ | +22.027.742 $ | 118.303.216 $ | |
|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 216.430.709 $ | +18.386.243 $ | 198.044.466 $ | -24.475.090 $ | 222.519.556 $ | -23.668.617 $ | 246.188.173 $ | |
|---|
| Bank Julius Baer & Co. Ltd, Zurich | 244.455.700 $ | +29.312.776 $ | 215.142.924 $ | +17.468.590 $ | 197.674.334 $ | -16.644.884 $ | 214.319.218 $ | |
|---|
| Creative Planning | 243.582.822 $ | +31.906.031 $ | 211.676.791 $ | +21.298.501 $ | 190.378.290 $ | -21.253.899 $ | 211.632.189 $ | |
|---|
| Brandywine Global Investment Management, LLC | 241.786.406 $ | +55.200.828 $ | 186.585.578 $ | | | | | |
|---|
| Cerity Partners LLC | | | 225.479.095 $ | +8.316.625 $ | 217.162.470 $ | -20.775.283 $ | 237.937.753 $ | |
|---|
| Quantinno Capital Management LP | 237.068.290 $ | +61.368.785 $ | 175.699.505 $ | +50.272.406 $ | 125.427.099 $ | +39.555.029 $ | 85.872.070 $ | |
|---|
| DAVENPORT & Co LLC | 231.785.793 $ | +119.796.577 $ | 111.989.216 $ | | | | | |
|---|
| VOYA INVESTMENT MANAGEMENT LLC | 202.236.882 $ | +6.550.786 $ | 195.686.096 $ | -12.134.224 $ | 207.820.320 $ | -23.933.032 $ | 231.753.352 $ | |
|---|
| Rockefeller Capital Management L.P. | 231.560.461 $ | +19.536.099 $ | 212.024.362 $ | +15.554.746 $ | 196.469.616 $ | +9.841.612 $ | 186.628.004 $ | |
|---|
| BROWN ADVISORY INC | 224.782.227 $ | +15.571.746 $ | 209.210.481 $ | | | | | |
|---|
| BOKF, NA | 219.149.610 $ | +5.893.358 $ | 213.256.252 $ | +10.329.867 $ | 202.926.385 $ | -21.085.049 $ | 224.011.434 $ | |
|---|
| State of Tennessee, Department of Treasury | 223.046.764 $ | +41.507.876 $ | 181.538.888 $ | +9.496.987 $ | 172.041.901 $ | -23.221.655 $ | 195.263.556 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 207.640.773 $ | +8.478.045 $ | 199.162.728 $ | +3.430.160 $ | 195.732.568 $ | -26.183.438 $ | 221.916.006 $ | |
|---|
| REGIONS FINANCIAL CORP | 216.083.587 $ | +12.439.384 $ | 203.644.203 $ | +7.305.692 $ | 196.338.511 $ | -22.240.319 $ | 218.578.830 $ | |
|---|
| HUNTINGTON NATIONAL BANK | 217.998.934 $ | +13.425.722 $ | 204.573.212 $ | | | | | |
|---|
| KLP KAPITALFORVALTNING AS | 211.766.630 $ | +3.704.995 $ | 208.061.635 $ | +11.603.034 $ | 196.458.601 $ | -1.017.052 $ | 197.475.653 $ | |
|---|
| MARSHALL WACE, LLP | 88.955.328 $ | -122.609.561 $ | 211.564.889 $ | +210.254.687 $ | 1.310.202 $ | -51.192.159 $ | 52.502.361 $ | |
|---|
| JENNISON ASSOCIATES LLC | 124.419.642 $ | +9.355.109 $ | 115.064.533 $ | -81.950.513 $ | 197.015.046 $ | -14.063.220 $ | 211.078.266 $ | |
|---|
| Aberdeen Group plc | 210.457.331 $ | +7.794.272 $ | 202.663.059 $ | | | | | |
|---|
| Twin Tree Management, LP | 35.572.503 $ | -7.407.797 $ | 42.980.300 $ | -95.273.204 $ | 138.253.504 $ | -71.313.050 $ | 209.566.554 $ | |
|---|
| Pictet Asset Management Holding SA | 207.073.289 $ | +22.733.859 $ | 184.339.430 $ | +2.833.681 $ | 181.505.749 $ | -13.695.130 $ | 195.200.879 $ | |
|---|
| Connor, Clark & Lunn Investment Management Ltd. | 187.661.084 $ | +112.602.281 $ | 75.058.803 $ | +29.138.267 $ | 45.920.536 $ | -3.625.107 $ | 49.545.643 $ | |
|---|
| WORLDQUANT MILLENNIUM ADVISORS LLC | 186.477.781 $ | +8.579.816 $ | 177.897.965 $ | | | | | |
|---|
| COMMERCE BANK | 182.920.048 $ | +11.761.263 $ | 171.158.785 $ | +4.931.832 $ | 166.226.953 $ | -16.743.758 $ | 182.970.711 $ | |
|---|
| MERCER GLOBAL ADVISORS INC /ADV | 182.295.160 $ | +26.598.725 $ | 155.696.435 $ | +31.084.578 $ | 124.611.857 $ | -2.370.097 $ | 126.981.954 $ | |
|---|
| Robeco Institutional Asset Management B.V. | 181.542.760 $ | +26.382.629 $ | 155.160.131 $ | +14.956.745 $ | 140.203.386 $ | -21.463.869 $ | 161.667.255 $ | |
|---|
| SEI INVESTMENTS CO | 180.104.367 $ | | | | | | | |
|---|
| State of New Jersey Common Pension Fund D | 175.762.467 $ | +5.525.977 $ | 170.236.490 $ | +12.110.168 $ | 158.126.322 $ | -18.858.168 $ | 176.984.490 $ | |
|---|
| GREAT LAKES ADVISORS, LLC | 175.072.601 $ | +12.234.141 $ | 162.838.460 $ | +10.791.964 $ | 152.046.496 $ | -23.128.226 $ | 175.174.722 $ | |
|---|
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 152.306.396 $ | +27.048.249 $ | 125.258.147 $ | +8.982.588 $ | 116.275.559 $ | -57.698.456 $ | 173.974.015 $ | |
|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 162.800.646 $ | +12.361.364 $ | 150.439.282 $ | -1.773.779 $ | 152.213.061 $ | -21.470.171 $ | 173.683.232 $ | |
|---|
| KEYBANK NATIONAL ASSOCIATION/OH | 170.916.052 $ | +29.271.641 $ | 141.644.411 $ | +3.924.079 $ | 137.720.332 $ | -14.293.681 $ | 152.014.013 $ | |
|---|
| Walleye Trading LLC | 170.606.018 $ | | | | | | | |
|---|
| BAHL & GAYNOR INC | 170.294.675 $ | +17.415.521 $ | 152.879.154 $ | -1.836.971 $ | 154.716.125 $ | +14.141.580 $ | 140.574.545 $ | |
|---|
| Bogart Wealth, LLC | 166.711.448 $ | +11.206.964 $ | 155.504.484 $ | +4.760.481 $ | 150.744.003 $ | -5.948.917 $ | 156.692.920 $ | |
|---|
| Baird Financial Group, Inc. | 165.965.797 $ | +16.264.411 $ | 149.701.386 $ | -12.744.086 $ | | | 162.445.472 $ | |
|---|
| BANK OF NOVA SCOTIA | 162.068.737 $ | +82.605.130 $ | 79.463.607 $ | | | | | |
|---|
| Arizona State Retirement System | 145.267.950 $ | +3.364.972 $ | 141.902.978 $ | +5.606.803 $ | 136.296.175 $ | -17.104.734 $ | 153.400.909 $ | |
|---|
| Allianz Asset Management GmbH | 150.429.574 $ | +7.064.002 $ | 143.365.572 $ | -3.435.929 $ | 146.801.501 $ | +1.842.974 $ | 144.958.527 $ | |
|---|
| NORDEA INVESTMENT MANAGEMENT AB | 145.937.365 $ | +20.592.401 $ | 125.344.964 $ | +13.568.452 $ | 111.776.512 $ | -8.263.050 $ | 120.039.562 $ | |
|---|
| Capula Management Ltd | 106.490.791 $ | +94.016.354 $ | 12.474.437 $ | +10.399.718 $ | 2.074.719 $ | -143.281.527 $ | 145.356.246 $ | |
|---|
| Calamos Advisors LLC | 141.348.476 $ | +7.218.934 $ | 134.129.542 $ | | | | | |
|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 132.857.526 $ | +2.854.746 $ | 130.002.780 $ | +3.670.020 $ | 126.332.760 $ | -14.113.818 $ | 140.446.578 $ | |
|---|
| NISA INVESTMENT ADVISORS, LLC | 137.325.871 $ | +12.633.278 $ | 124.692.593 $ | +2.825.232 $ | 121.867.361 $ | -14.829.473 $ | 136.696.834 $ | |
|---|
| Tidal Investments LLC | 135.932.154 $ | +6.861.479 $ | 129.070.675 $ | +84.353.444 $ | 44.717.231 $ | -6.032.158 $ | 50.749.389 $ | |
|---|
| MetLife Investment Management, LLC | 121.673.849 $ | +2.276.109 $ | 119.397.740 $ | +968.876 $ | 118.428.864 $ | -16.132.463 $ | 134.561.327 $ | |
|---|
| Czech National Bank | 133.818.441 $ | +11.735.447 $ | 122.082.994 $ | +8.513.861 $ | 113.569.133 $ | -5.339.103 $ | 118.908.236 $ | |
|---|
| Allspring Global Investments Holdings, LLC | 131.993.693 $ | +17.328.869 $ | 114.664.824 $ | +3.767.872 $ | 110.896.952 $ | -2.830.770 $ | 113.727.722 $ | |
|---|
| DOLIVER ADVISORS, LP | 129.087.806 $ | +7.630.872 $ | 121.456.934 $ | +5.034.047 $ | 116.422.887 $ | -12.882.416 $ | 129.305.303 $ | |
|---|
| Empowered Funds, LLC | 128.442.854 $ | +12.976.254 $ | 115.466.600 $ | +3.502.070 $ | 111.964.530 $ | -5.542.709 $ | 117.507.239 $ | |
|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 118.045.838 $ | +2.616.785 $ | 115.429.053 $ | +1.478.847 $ | 113.950.206 $ | -4.441.636 $ | 118.391.842 $ | |
|---|
| AE Wealth Management LLC | 116.659.426 $ | +12.200.923 $ | 104.458.503 $ | +13.356.184 $ | 91.102.319 $ | -4.201.530 $ | 95.303.849 $ | |
|---|
| AlTi Global, Inc. | 116.115.430 $ | +8.216.069 $ | 107.899.361 $ | +4.508.480 $ | 103.390.881 $ | -11.117.337 $ | 114.508.218 $ | |
|---|
| Corebridge Financial, Inc. | | | | | | | 115.465.688 $ | |
|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 109.181.714 $ | +29.297.775 $ | 79.883.939 $ | +9.737.724 $ | 70.146.215 $ | -2.692.820 $ | 72.839.035 $ | |
|---|
| Hudson Bay Capital Management LP | 32.850.293 $ | -64.338.629 $ | 97.188.922 $ | +81.535.392 $ | 15.653.530 $ | -90.317.857 $ | 105.971.387 $ | |
|---|
| GROUP ONE TRADING LLC | 94.418.764 $ | -9.164.661 $ | 103.583.425 $ | +14.680.765 $ | 88.902.660 $ | -15.125.411 $ | 104.028.071 $ | |
|---|
| GATEWAY INVESTMENT ADVISERS LLC | 100.451.371 $ | +5.849.984 $ | 94.601.387 $ | | | | | |
|---|
| Jefferies Financial Group Inc. | 100.398.929 $ | +68.175.535 $ | 32.223.394 $ | | | | | |
|---|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 91.023.612 $ | +21.060.546 $ | 69.963.066 $ | -3.495.950 $ | 73.459.016 $ | -26.505.930 $ | 99.964.946 $ | |
|---|
| MML INVESTORS SERVICES, LLC | 98.017.277 $ | +14.144.781 $ | 83.872.496 $ | +83.799.458 $ | 73.038 $ | -2.805 $ | 75.843 $ | |
|---|
| TCW GROUP INC | 97.517.921 $ | +34.214.684 $ | 63.303.237 $ | -5.671.732 $ | 68.974.969 $ | -19.530.715 $ | 88.505.684 $ | |
|---|
| FIL Ltd | 94.164.244 $ | +19.686.893 $ | 74.477.351 $ | | | | | |
|---|
| CAPITAL ADVISORS INC/OK | 93.311.428 $ | +8.849.148 $ | 84.462.280 $ | +4.972.640 $ | 79.489.640 $ | -5.609.332 $ | 85.098.972 $ | |
|---|
| BRADLEY FOSTER & SARGENT INC/CT | 90.746.846 $ | +8.081.484 $ | 82.665.362 $ | +5.368.087 $ | 77.297.275 $ | +51.385.417 $ | 25.911.858 $ | |
|---|
| ASSETMARK, INC | 54.711.689 $ | -35.738.738 $ | 90.450.427 $ | +6.771.764 $ | 83.678.663 $ | +4.239.445 $ | 79.439.218 $ | |
|---|
| VIRGINIA RETIREMENT SYSTEMS ET Al | 67.350.928 $ | +10.392.785 $ | 56.958.143 $ | -33.418.359 $ | 90.376.502 $ | +8.092.165 $ | 82.284.337 $ | |
|---|
| Caption Management, LLC | 89.352.450 $ | +19.210.675 $ | 70.141.775 $ | +24.811.875 $ | 45.329.900 $ | +38.764.964 $ | 6.564.936 $ | |
|---|
| Utah Retirement Systems | 85.464.987 $ | +4.736.325 $ | 80.728.662 $ | +2.973.276 $ | 77.755.386 $ | -8.852.651 $ | 86.608.037 $ | |
|---|
| Mondrian Investment Partners LTD | 79.570.613 $ | +2.789.103 $ | 76.781.510 $ | -9.454.038 $ | | | 86.235.548 $ | |
|---|
| WESTWOOD HOLDINGS GROUP INC | 77.512.919 $ | -8.696.081 $ | 86.209.000 $ | | | | | |
|---|
| Meridian Wealth Management, LLC | 81.412.542 $ | +3.962.358 $ | 77.450.184 $ | +56.203 $ | 77.393.981 $ | -7.851.268 $ | 85.245.249 $ | |
|---|
| EASTERN BANK | 81.504.401 $ | +4.284.383 $ | 77.220.018 $ | +117.474 $ | 77.102.544 $ | -8.089.936 $ | 85.192.480 $ | |
|---|
| PRIMECAP MANAGEMENT CO/CA/ | 31.965.914 $ | -52.464.782 $ | 84.430.696 $ | | | | | |
|---|
| Sequoia Financial Advisors, LLC | 83.731.812 $ | +9.749.755 $ | 73.982.057 $ | | | | | |
|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 80.795.915 $ | +3.860.051 $ | 76.935.864 $ | +2.108.542 $ | 74.827.322 $ | -8.301.061 $ | 83.128.383 $ | |
|---|
| PINNACLE FINANCIAL PARTNERS INC | | | 49.364.740 $ | -11.849.238 $ | 61.213.978 $ | -21.617.076 $ | 82.831.054 $ | |
|---|
| LGT Group Foundation | 82.695.092 $ | +41.422.634 $ | 41.272.458 $ | +11.356.881 $ | 29.915.577 $ | | | |
|---|
| Midwest Trust Co | 82.379.710 $ | +7.074.436 $ | 75.305.274 $ | +6.452.659 $ | 68.852.615 $ | | | |
|---|
| Boston Trust Walden Corp | 79.054.595 $ | +3.778.411 $ | 75.276.184 $ | +2.045.704 $ | 73.230.480 $ | -8.233.478 $ | 81.463.958 $ | |
|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 77.076.440 $ | +6.829.733 $ | 70.246.707 $ | -1.251.355 $ | 71.498.062 $ | -9.447.207 $ | 80.945.269 $ | |
|---|
| FACTORY MUTUAL INSURANCE CO | 79.785.901 $ | +3.042.162 $ | 76.743.739 $ | | | | | |
|---|
| Steward Partners Investment Advisory, LLC | 64.932.484 $ | +3.850.804 $ | 61.081.680 $ | -12.222.612 $ | 73.304.292 $ | -6.266.059 $ | 79.570.351 $ | |
|---|
| PZENA INVESTMENT MANAGEMENT LLC | 79.513.331 $ | +4.899.440 $ | 74.613.891 $ | +4.103.420 $ | 70.510.471 $ | -2.681.786 $ | 73.192.257 $ | |
|---|
| ARGENT CAPITAL MANAGEMENT LLC | 77.252.847 $ | +2.841.409 $ | 74.411.438 $ | +2.815.841 $ | 71.595.597 $ | -7.379.706 $ | 78.975.303 $ | |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78.829.955 $ | +10.536.074 $ | 68.293.881 $ | | | | | |
|---|
| Police & Firemen's Retirement System of New Jersey | 77.935.192 $ | -863.190 $ | 78.798.382 $ | +7.870.186 $ | 70.928.196 $ | -5.154.655 $ | 76.082.851 $ | |
|---|
| Kestra Advisory Services, LLC | 78.333.112 $ | +9.625.448 $ | 68.707.664 $ | -191.528 $ | 68.899.192 $ | +1.169.984 $ | 67.729.208 $ | |
|---|
| Vest Financial, LLC | 64.348.807 $ | -13.238.302 $ | 77.587.109 $ | | | | | |
|---|
| Walleye Capital LLC | 77.133.126 $ | | | | | | | |
|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 76.557.300 $ | +4.397.299 $ | 72.160.001 $ | +161.136 $ | 71.998.865 $ | +71.913.693 $ | 85.172 $ | |
|---|
| DONALDSON CAPITAL MANAGEMENT, LLC | 69.523.463 $ | +4.197.417 $ | 65.326.046 $ | +2.635.220 $ | 62.690.826 $ | -12.518.615 $ | 75.209.441 $ | |
|---|
| Quilter Plc | 74.500.810 $ | +5.127.427 $ | 69.373.383 $ | -5.478.733 $ | 74.852.116 $ | +2.074.924 $ | 72.777.192 $ | |
|---|
| CAPSTONE INVESTMENT ADVISORS, LLC | 33.955.014 $ | -40.612.875 $ | 74.567.889 $ | +31.615.841 $ | 42.952.048 $ | -23.105.242 $ | 66.057.290 $ | |
|---|
| FINANCIAL COUNSELORS INC | | | | | | | 74.383.838 $ | |
|---|
| Quotient Wealth Partners, LLC | 70.297.284 $ | -225.512 $ | 70.522.796 $ | +2.593.877 $ | 67.928.919 $ | -6.079.006 $ | 74.007.925 $ | |
|---|
| BENJAMIN EDWARDS INC | 73.892.359 $ | +4.761.537 $ | 69.130.822 $ | +1.308.004 $ | | | 67.822.818 $ | |
|---|
| Private Advisor Group, LLC | 71.313.639 $ | +4.450.595 $ | 66.863.044 $ | +3.249.146 $ | 63.613.898 $ | -5.233.697 $ | 68.847.595 $ | |
|---|
| MUFG Securities EMEA plc | 70.613.707 $ | +61.413.194 $ | 9.200.513 $ | +7.827.572 $ | 1.372.941 $ | | | |
|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 69.544.005 $ | +4.283.967 $ | 65.260.038 $ | | | | | |
|---|
| MAI Capital Management | 67.000.321 $ | +9.605.196 $ | 57.395.125 $ | +6.187.070 $ | 51.208.055 $ | -2.209.323 $ | 53.417.378 $ | |
|---|
| RENAISSANCE TECHNOLOGIES LLC | | | 209.352 $ | -53.365.328 $ | 53.574.680 $ | -13.401.307 $ | 66.975.987 $ | |
|---|
| Welch Group, LLC | 65.987.979 $ | +4.643.575 $ | 61.344.404 $ | +3.617.671 $ | 57.726.733 $ | -4.345.113 $ | 62.071.846 $ | |
|---|
| WATERS PARKERSON & CO., LLC | 65.826.460 $ | +4.138.005 $ | 61.688.455 $ | +2.903.392 $ | 58.785.063 $ | -5.917.850 $ | 64.702.913 $ | |
|---|
| Pathstone Holdings, LLC | 65.222.580 $ | +7.403.840 $ | 57.818.740 $ | | | | | |
|---|
| ASSOCIATED BANC-CORP | 64.939.675 $ | +4.669.050 $ | 60.270.625 $ | +3.928.202 $ | 56.342.423 $ | -5.914.220 $ | 62.256.643 $ | |
|---|
| Laurion Capital Management LP | 64.821.261 $ | | | | | | | |
|---|
| XPONANCE LLC | | | 63.505.423 $ | | | | | |
|---|
| INTECH INVESTMENT MANAGEMENT LLC | 25.228.318 $ | -37.053.320 $ | 62.281.638 $ | | | | | |
|---|
| Man Group plc | 62.250.077 $ | +18.572.079 $ | 43.677.998 $ | | | | | |
|---|
| CHILTON CAPITAL MANAGEMENT LLC | 14.938.687 $ | -43.236.179 $ | 58.174.866 $ | +2.704.489 $ | 55.470.377 $ | -6.141.457 $ | 61.611.834 $ | |
|---|
| CULLEN/FROST BANKERS, INC. | 56.632.146 $ | +1.916.751 $ | 54.715.395 $ | +453.751 $ | 54.261.644 $ | -6.692.170 $ | 60.953.814 $ | |
|---|
| Banco Santander, S.A. | 60.888.310 $ | +3.481.647 $ | 57.406.663 $ | +7.420.027 $ | | | 49.986.636 $ | |
|---|
| Verition Fund Management LLC | 3.364.947 $ | -45.472.716 $ | 48.837.663 $ | +25.930.271 $ | 22.907.392 $ | -36.674.754 $ | 59.582.146 $ | |
|---|
| Kovitz Investment Group Partners, LLC | | | 57.087.205 $ | +2.954.336 $ | 54.132.869 $ | +4.747.528 $ | 49.385.341 $ | |
|---|
| Douglas Lane & Associates, LLC | 57.025.255 $ | +4.022.845 $ | 53.002.410 $ | +2.737.607 $ | 50.264.803 $ | -5.239.068 $ | 55.503.871 $ | |
|---|
| Philip James Wealth Mangement, LLC | 55.694.579 $ | +3.279.666 $ | 52.414.913 $ | +1.779.033 $ | 50.635.880 $ | -6.084.451 $ | 56.720.331 $ | |
|---|
| FLOSSBACH VON STORCH SE | 37.231.511 $ | +979.793 $ | 36.251.718 $ | +64.983 $ | 36.186.735 $ | -18.381.560 $ | 54.568.295 $ | |
|---|
| Illinois Municipal Retirement Fund | 54.479.482 $ | +5.196.344 $ | 49.283.138 $ | +4.811.865 $ | 44.471.273 $ | +2.092.708 $ | 42.378.565 $ | |
|---|
| Garda Capital Partners LP | | | | | 54.182.436 $ | +18.491.543 $ | 35.690.893 $ | |
|---|
| Prospera Financial Services Inc | 50.256.850 $ | +1.625.915 $ | 48.630.935 $ | +360.903 $ | 48.270.032 $ | -5.723.921 $ | 53.993.953 $ | |
|---|
| DAVIS R M INC | 53.864.503 $ | +3.211.095 $ | 50.653.408 $ | +2.273.288 $ | 48.380.120 $ | -4.585.811 $ | 52.965.931 $ | |
|---|
| American Assets Investment Management, LLC | 49.339.400 $ | +3.111.900 $ | 46.227.500 $ | +2.029.500 $ | 44.198.000 $ | -9.320.500 $ | 53.518.500 $ | |
|---|
| Elo Mutual Pension Insurance Co | 53.268.381 $ | +10.319.425 $ | 42.948.956 $ | +6.468.250 $ | 36.480.706 $ | -5.037.876 $ | 41.518.582 $ | |
|---|
| CI INVESTMENTS INC. | 53.110.134 $ | +53.054.534 $ | 55.600 $ | -2.210 $ | 57.810 $ | -11.184 $ | 68.994 $ | |
|---|
| D.A. DAVIDSON & CO. | 51.353.499 $ | +1.944.157 $ | 49.409.342 $ | +2.237.182 $ | 47.172.160 $ | -4.627.968 $ | 51.800.128 $ | |
|---|
| HM PAYSON & CO | 40.794.305 $ | +3.099.065 $ | 37.695.240 $ | -5.502.395 $ | 43.197.635 $ | -8.188.058 $ | 51.385.693 $ | |
|---|
| Boston Partners | 50.145.462 $ | -1.223.256 $ | 51.368.718 $ | | | | | |
|---|
| GUGGENHEIM CAPITAL LLC | 51.163.755 $ | +764.843 $ | 50.398.912 $ | +2.348.033 $ | 48.050.879 $ | -2.413.023 $ | 50.463.902 $ | |
|---|
| FOUNDATION RESOURCE MANAGEMENT INC | 50.831.486 $ | +3.405.688 $ | 47.425.798 $ | +2.336.085 $ | 45.089.713 $ | -4.611.719 $ | 49.701.432 $ | |
|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 50.531.875 $ | +6.720.313 $ | 43.811.562 $ | +2.763.366 $ | 41.048.196 $ | -282.388 $ | 41.330.584 $ | |
|---|
| WOLVERINE ASSET MANAGEMENT LLC | 34.958.770 $ | -9.879.875 $ | 44.838.645 $ | -5.024.784 $ | 49.863.429 $ | +9.697.438 $ | 40.165.991 $ | |
|---|
| IEQ CAPITAL, LLC | 49.492.997 $ | +10.102.522 $ | 39.390.475 $ | +15.723.482 $ | 23.666.993 $ | -4.792.542 $ | 28.459.535 $ | |
|---|
| UMB Bank, n.a. | 49.147.337 $ | +4.447.938 $ | 44.699.399 $ | +1.011.185 $ | 43.688.214 $ | -4.981.034 $ | 48.669.248 $ | |
|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 23.979.500 $ | -5.395.032 $ | 29.374.532 $ | -18.796.760 $ | 48.171.292 $ | +20.574.894 $ | 27.596.398 $ | |
|---|
| Ceredex Value Advisors LLC | | | | | 47.861.906 $ | | | |
|---|
| RWWM, Inc. | 47.591.180 $ | +565.134 $ | 47.026.046 $ | | | | | |
|---|
| Crossmark Global Holdings, Inc. | 46.310.784 $ | +7.822.205 $ | 38.488.579 $ | +3.367.682 $ | 35.120.897 $ | -4.838.714 $ | 39.959.611 $ | |
|---|
| MEYER HANDELMAN CO | 46.052.554 $ | +2.821.723 $ | 43.230.831 $ | +2.040.343 $ | 41.190.488 $ | -4.437.125 $ | 45.627.613 $ | |
|---|
| WESBANCO BANK INC | 39.909.580 $ | -660.531 $ | 40.570.111 $ | -1.205.829 $ | 41.775.940 $ | -3.955.281 $ | 45.731.221 $ | |
|---|
| Allworth Financial LP | 45.725.509 $ | +2.044.532 $ | 43.680.977 $ | +1.643.138 $ | 42.037.839 $ | +7.394.832 $ | 34.643.007 $ | |
|---|
| Wilmington Savings Fund Society, FSB | 36.161.087 $ | +2.064.923 $ | 34.096.164 $ | -5.011.844 $ | 39.108.008 $ | -6.298.871 $ | 45.406.879 $ | |
|---|
| MARTINGALE ASSET MANAGEMENT L P | 37.955.598 $ | -1.398.437 $ | 39.354.035 $ | -602.251 $ | 39.956.286 $ | -3.527.971 $ | 43.484.257 $ | |
|---|
| Horizon Investments, LLC | 43.314.337 $ | +2.919.507 $ | 40.394.830 $ | +19.501.034 $ | 20.893.796 $ | +14.402.478 $ | 6.491.318 $ | |
|---|
| Vontobel Holding Ltd. | 43.188.221 $ | +13.619.984 $ | 29.568.237 $ | | | | | |
|---|
| STEPHENS INC /AR/ | 42.294.485 $ | +3.130.760 $ | 39.163.725 $ | +1.474.624 $ | 37.689.101 $ | -3.628.036 $ | 41.317.137 $ | |
|---|
| Merit Financial Group, LLC | 41.793.348 $ | +5.927.723 $ | 35.865.625 $ | +6.438.885 $ | 29.426.740 $ | +2.392.765 $ | 27.033.975 $ | |
|---|
| Candriam S.C.A. | 41.617.871 $ | +5.681.627 $ | 35.936.244 $ | +2.471.004 $ | 33.465.240 $ | -6.031.056 $ | 39.496.296 $ | |
|---|
| Tower Research Capital LLC (TRC) | 8.717.429 $ | +3.625.076 $ | 5.092.353 $ | -15.646.426 $ | 20.738.779 $ | -20.851.741 $ | 41.590.520 $ | |
|---|
| REAVES W H & CO INC | 2.155.289 $ | +135.936 $ | 2.019.353 $ | +88.655 $ | 1.930.698 $ | -39.324.930 $ | 41.255.628 $ | |
|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3.040.149 $ | -38.107.851 $ | 41.148.000 $ | | | | | |
|---|
| Capital International, Inc./CA/ | 41.129.324 $ | +5.055.300 $ | 36.074.024 $ | | | | | |
|---|
| J.W. COLE ADVISORS, INC. | 39.008.619 $ | -1.730.222 $ | 40.738.841 $ | | | | | |
|---|
| BancFirst Trust & Investment Management | 39.839.727 $ | +2.232.623 $ | 37.607.104 $ | +1.692.096 $ | 35.915.008 $ | -2.763.887 $ | 38.678.895 $ | |
|---|
| Sagefield Capital LP | 37.097.212 $ | -2.266.407 $ | 39.363.619 $ | +24.834.874 $ | 14.528.745 $ | +6.161.068 $ | 8.367.677 $ | |
|---|
| CITIZENS FINANCIAL GROUP INC/RI | 28.553.127 $ | -193.584 $ | 28.746.711 $ | +6.447.587 $ | 22.299.124 $ | -16.298.413 $ | 38.597.537 $ | |
|---|
| Ruffer LLP | 38.578.246 $ | +7.206.861 $ | 31.371.385 $ | +1.542.094 $ | 29.829.291 $ | +580.333 $ | 29.248.958 $ | |
|---|
| EDGAR LOMAX CO/VA | 29.262.115 $ | +1.206.307 $ | 28.055.808 $ | -6.212.411 $ | 34.268.219 $ | -4.171.979 $ | 38.440.198 $ | |
|---|
| CENTRAL TRUST Co | 35.775.967 $ | +1.242.186 $ | 34.533.781 $ | +1.558.913 $ | 32.974.868 $ | -4.477.415 $ | 37.452.283 $ | |
|---|
| MILLER WEALTH ADVISORS, LLC | 35.378.405 $ | +2.430.356 $ | 32.948.049 $ | +1.565.516 $ | 31.382.533 $ | -5.732.432 $ | 37.114.965 $ | |
|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 35.547.077 $ | +1.508.512 $ | 34.038.565 $ | +1.362.780 $ | 32.675.785 $ | -4.372.206 $ | 37.047.991 $ | |
|---|
| U.S. Capital Wealth Advisors, LLC | 36.980.847 $ | +2.405.116 $ | 34.575.731 $ | +2.577.739 $ | 31.997.992 $ | -3.396.741 $ | 35.394.733 $ | |
|---|
| ROCKLAND TRUST CO | 36.910.204 $ | +3.194.796 $ | 33.715.408 $ | +2.988.528 $ | 30.726.880 $ | -2.916.038 $ | 33.642.918 $ | |
|---|
| NFJ INVESTMENT GROUP, LLC | 14.621.310 $ | -21.946.929 $ | | | 36.568.239 $ | | | |
|---|
| CONNING INC. | 36.495.872 $ | +562.893 $ | 35.932.979 $ | | | | | |
|---|
| Kentucky Retirement Systems | 32.740.543 $ | +2.064.989 $ | 30.675.554 $ | +291.262 $ | 30.384.292 $ | -5.333.836 $ | 35.718.128 $ | |
|---|
| AXA Investment Managers S.A. | | | 35.593.935 $ | | | | | |
|---|
| SIG BROKERAGE, LP | 2.743.752 $ | -32.434.248 $ | 35.178.000 $ | | | | | |
|---|
| WELCH & FORBES LLC | 34.779.931 $ | +1.943.051 $ | 32.836.880 $ | | | | | |
|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 34.559.767 $ | +3.489.694 $ | 31.070.073 $ | +2.530.454 $ | 28.539.619 $ | -2.093.538 $ | 30.633.157 $ | |
|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34.462.620 $ | +3.240.636 $ | 31.221.984 $ | +1.426.536 $ | 29.795.448 $ | -2.925.685 $ | 32.721.133 $ | |
|---|
| MASTERS CAPITAL MANAGEMENT LLC | 24.068.000 $ | -9.757.000 $ | 33.825.000 $ | | | | | |
|---|
| Savant Capital, LLC | 33.541.980 $ | +3.768.489 $ | 29.773.491 $ | +2.595.705 $ | 27.177.786 $ | -854.912 $ | 28.032.698 $ | |
|---|
| Federation des caisses Desjardins du Quebec | 33.262.282 $ | +4.355.122 $ | 28.907.160 $ | +4.009.180 $ | 24.897.980 $ | +303.169 $ | 24.594.811 $ | |
|---|
| Stratos Wealth Partners, LTD. | 33.217.715 $ | +2.396.013 $ | 30.821.702 $ | | | | | |
|---|
| BAXTER BROS INC | 33.165.506 $ | +1.927.176 $ | 31.238.330 $ | +1.635.549 $ | 29.602.781 $ | -3.454.569 $ | 33.057.350 $ | |
|---|
| RWA WEALTH PARTNERS, LLC | 32.725.190 $ | +6.239.309 $ | 26.485.881 $ | -456.096 $ | 26.941.977 $ | +2.122.400 $ | 24.819.577 $ | |
|---|
| Atria Investments, Inc | 32.544.380 $ | +1.811.068 $ | 30.733.312 $ | +1.234.950 $ | 29.498.362 $ | -496.536 $ | 29.994.898 $ | |
|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 32.257.167 $ | +24.453.040 $ | 7.804.127 $ | +2.083.015 $ | 5.721.112 $ | -494.854 $ | 6.215.966 $ | |
|---|
| HARTFORD INVESTMENT MANAGEMENT CO | 29.307.844 $ | +1.146.953 $ | 28.160.891 $ | +133.969 $ | 28.026.922 $ | -3.564.097 $ | 31.591.019 $ | |
|---|
| ExodusPoint Capital Management, LP | 31.528.960 $ | +31.507.406 $ | | | 21.554 $ | +20.883 $ | 671 $ | |
|---|
| PARSONS CAPITAL MANAGEMENT INC/RI | 31.380.556 $ | +3.367.955 $ | 28.012.601 $ | +1.130.753 $ | 26.881.848 $ | -2.985.018 $ | 29.866.866 $ | |
|---|
| OPPENHEIMER & CO INC | | | 31.380.129 $ | | | | | |
|---|
| Advisory Services Network, LLC | 29.289.236 $ | +1.497.160 $ | 27.792.076 $ | +769.487 $ | 27.022.589 $ | -4.135.785 $ | 31.158.374 $ | |
|---|
| CULLINAN ASSOCIATES INC | 30.277.967 $ | +1.254.907 $ | 29.023.060 $ | +675.354 $ | 28.347.706 $ | -2.669.013 $ | 31.016.719 $ | |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 30.974.130 $ | +2.456.229 $ | 28.517.901 $ | +1.686.271 $ | 26.831.630 $ | -2.252.597 $ | 29.084.227 $ | |
|---|
| Integrated Wealth Concepts LLC | 19.467.483 $ | -11.174.323 $ | 30.641.806 $ | +2.524.928 $ | 28.116.878 $ | -2.222.858 $ | 30.339.736 $ | |
|---|
| McGowan Group Asset Management, Inc. | 30.250.268 $ | +2.179.354 $ | 28.070.914 $ | +501.227 $ | 27.569.687 $ | -2.960.295 $ | 30.529.982 $ | |
|---|
| Maven Securities LTD | 29.590.633 $ | -917.709 $ | 30.508.342 $ | | | | | |
|---|
| FIRST CITIZENS BANK & TRUST CO | 29.516.031 $ | +7.229.529 $ | 22.286.502 $ | -6.048.511 $ | 28.335.013 $ | -1.034.393 $ | 29.369.406 $ | |
|---|
| SPROTT INC. | 29.510.338 $ | +2.810.577 $ | 26.699.761 $ | +1.075.881 $ | 25.623.880 $ | -2.318.687 $ | 27.942.567 $ | |
|---|
| Argent Trust Co | 29.373.791 $ | +2.163.404 $ | 27.210.387 $ | +1.105.107 $ | 26.105.280 $ | -2.605.761 $ | 28.711.041 $ | |
|---|
| PINNACLE ASSOCIATES LTD | 29.280.544 $ | +1.883.032 $ | 27.397.512 $ | | | | | |
|---|
| SCOTIA CAPITAL INC. | 28.693.901 $ | -156.998 $ | 28.850.899 $ | | | | | |
|---|
| AXA S.A. | | | | | 28.627.152 $ | +10.614.728 $ | 18.012.424 $ | |
|---|
| Clearstead Advisors, LLC | 28.341.797 $ | +2.711.807 $ | 25.629.990 $ | +1.937.724 $ | | | 23.692.266 $ | |
|---|
| BAR HARBOR WEALTH MANAGEMENT | 26.352.294 $ | +1.834.919 $ | 24.517.375 $ | +82.672 $ | 24.434.703 $ | -3.492.440 $ | 27.927.143 $ | |
|---|
| Capital Investment Advisors, LLC | 27.857.269 $ | +3.361.816 $ | 24.495.453 $ | +1.147.018 $ | 23.348.435 $ | -2.684.296 $ | 26.032.731 $ | |
|---|
| Louisiana State Employees Retirement System | 25.921.236 $ | +699.061 $ | 25.222.175 $ | +708.455 $ | 24.513.720 $ | -3.327.793 $ | 27.841.513 $ | |
|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27.734.771 $ | +2.478.648 $ | 25.256.123 $ | +1.525.884 $ | 23.730.239 $ | -1.962.339 $ | 25.692.578 $ | |
|---|
| Willis Investment Counsel | 27.608.764 $ | +2.090.733 $ | 25.518.031 $ | +962.377 $ | 24.555.654 $ | -484.225 $ | 25.039.879 $ | |
|---|
| Knights of Columbus Asset Advisors LLC | 24.437.444 $ | +4.923.689 $ | 19.513.755 $ | +655.115 $ | 18.858.640 $ | -8.632.148 $ | 27.490.788 $ | |
|---|
| AustralianSuper Pty Ltd | 27.456.052 $ | +7.513.734 $ | 19.942.318 $ | | | | | |
|---|
| Capital Group Private Client Services, Inc. | 6.605.463 $ | +258.991 $ | 6.346.472 $ | -21.067.068 $ | 27.413.540 $ | +14.637.960 $ | 12.775.580 $ | |
|---|
| FIRST NATIONAL BANK OF OMAHA | 27.120.836 $ | +17.781.980 $ | 9.338.856 $ | +109.991 $ | 9.228.865 $ | -1.295.130 $ | 10.523.995 $ | |
|---|
| Azimuth Capital Investment Management LLC | 26.326.122 $ | +1.603.884 $ | 24.722.238 $ | +1.040.697 $ | 23.681.541 $ | -2.903.527 $ | 26.585.068 $ | |
|---|
| Thomasville National Bank | 26.356.506 $ | +2.568.285 $ | 23.788.221 $ | +1.819.874 $ | 21.968.347 $ | -2.422.768 $ | 24.391.115 $ | |
|---|
| Diversified Investment Strategies, LLC | 25.911.344 $ | +1.732.237 $ | 24.179.107 $ | +1.726.339 $ | 22.452.768 $ | -2.189.638 $ | 24.642.406 $ | |
|---|
| BTC Capital Management, Inc. | 25.907.175 $ | +1.577.229 $ | 24.329.946 $ | | | | | |
|---|
| Drummond Knight Asset Management Pty Ltd | 25.900.778 $ | +1.419.033 $ | 24.481.745 $ | +9.455.180 $ | 15.026.565 $ | | | |
|---|
| Busey Bank | 25.511.534 $ | +1.249.177 $ | 24.262.357 $ | +2.030.327 $ | 22.232.030 $ | -2.079.079 $ | 24.311.109 $ | |
|---|
| Maryland State Retirement & Pension System | 25.462.981 $ | +1.121.158 $ | 24.341.823 $ | | | | | |
|---|
| CHILDRESS CAPITAL ADVISORS, LLC | 25.333.139 $ | +1.755.355 $ | 23.577.784 $ | +1.896.738 $ | 21.681.046 $ | -2.166.830 $ | 23.847.876 $ | |
|---|
| Holowesko Partners Ltd. | 25.175.128 $ | +15.952.178 $ | 9.222.950 $ | -3.993.330 $ | 13.216.280 $ | -1.364.538 $ | 14.580.818 $ | |
|---|
| CANANDAIGUA NATIONAL BANK & TRUST CO | 25.097.749 $ | +473.825 $ | 24.623.924 $ | +715.824 $ | 23.908.100 $ | | | |
|---|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 24.964.886 $ | +2.294.443 $ | 22.670.443 $ | +1.035.906 $ | 21.634.537 $ | -1.643.777 $ | 23.278.314 $ | |
|---|
| Arkadios Wealth Advisors | 24.916.427 $ | +4.077.506 $ | 20.838.921 $ | +3.949.389 $ | 16.889.532 $ | +247.667 $ | 16.641.865 $ | |
|---|
| Farther Finance Advisors, LLC | 24.805.822 $ | +9.526.702 $ | 15.279.120 $ | +3.698.855 $ | 11.580.265 $ | -288.125 $ | 11.868.390 $ | |
|---|
| Segment Wealth Management, LLC | 24.761.737 $ | +1.302.176 $ | 23.459.561 $ | | | | | |
|---|
| ST GERMAIN D J CO INC | 24.693.594 $ | +1.424.581 $ | 23.269.013 $ | +700.812 $ | 22.568.201 $ | +4.590.111 $ | 17.978.090 $ | |
|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24.457.154 $ | +1.604.496 $ | 22.852.658 $ | | | | | |
|---|
| MIRAE ASSET SECURITIES (USA) INC. | 24.187.979 $ | +1.518.802 $ | 22.669.177 $ | +995.340 $ | 21.673.837 $ | | | |
|---|
| ADELL HARRIMAN & CARPENTER INC | 16.105.697 $ | -5.610.172 $ | 21.715.869 $ | +746.296 $ | 20.969.573 $ | -2.995.986 $ | 23.965.559 $ | |
|---|
| Baker Avenue Asset Management, LP | 23.768.554 $ | +2.341.193 $ | 21.427.361 $ | +4.216.949 $ | 17.210.412 $ | -295.823 $ | 17.506.235 $ | |
|---|
| Gladius Capital Management LP | 23.610.708 $ | +13.309.980 $ | 10.300.728 $ | +7.671.917 $ | 2.628.811 $ | -4.229.883 $ | 6.858.694 $ | |
|---|
| Moors & Cabot, Inc. | 23.531.023 $ | +1.794.822 $ | 21.736.201 $ | | | | | |
|---|
| FineMark National Bank & Trust | 23.476.889 $ | +6.002.556 $ | 17.474.333 $ | +231.723 $ | 17.242.610 $ | -2.282.603 $ | 19.525.213 $ | |
|---|
| GARDNER RUSSO & QUINN LLC | 23.229.624 $ | +1.610.732 $ | 21.618.892 $ | +1.104.414 $ | 20.514.478 $ | -2.019.104 $ | 22.533.582 $ | |
|---|
| Apollon Wealth Management, LLC | 23.136.697 $ | +1.919.883 $ | 21.216.814 $ | +1.909.066 $ | 19.307.748 $ | -2.220.195 $ | 21.527.943 $ | |
|---|
| Community Financial Services Group, LLC | 20.779.466 $ | +1.186.573 $ | 19.592.893 $ | +1.107.784 $ | 18.485.109 $ | -4.550.104 $ | 23.035.213 $ | |
|---|
| CTC LLC | 6.899.453 $ | -2.695.572 $ | 9.595.025 $ | +421.245 $ | 9.173.780 $ | -13.771.266 $ | 22.945.046 $ | |
|---|
| Geneos Wealth Management Inc. | 22.713.377 $ | +633.338 $ | 22.080.039 $ | -852.554 $ | 22.932.593 $ | +4.712.410 $ | 18.220.183 $ | |
|---|
| RiverFront Investment Group, LLC | 9.412.412 $ | +2.208.180 $ | 7.204.232 $ | +1.338.058 $ | 5.866.174 $ | -16.909.145 $ | 22.775.319 $ | |
|---|
| Dana Investment Advisors, Inc. | 11.699.575 $ | +686.268 $ | 11.013.307 $ | -1.882.136 $ | 12.895.443 $ | -9.788.456 $ | 22.683.899 $ | |
|---|
| AEGON ASSET MANAGEMENT UK PLC | 22.603.315 $ | +833.236 $ | 21.770.079 $ | +21.747.960 $ | 22.119 $ | -11.286 $ | 33.405 $ | |
|---|
| NORTHEAST INVESTMENT MANAGEMENT | 20.458.041 $ | +950.487 $ | 19.507.554 $ | +409.383 $ | 19.098.171 $ | -2.719.894 $ | 21.818.065 $ | |
|---|
| Richard C. Young & CO., LTD. | 21.666.668 $ | +1.515.300 $ | 20.151.368 $ | +798.642 $ | 19.352.726 $ | -1.890.297 $ | 21.243.023 $ | |
|---|
| FIRST MANHATTAN CO. LLC. | 21.432.456 $ | +1.577.741 $ | 19.854.715 $ | +355.123 $ | 19.499.592 $ | | | |
|---|
| Y-Intercept (Hong Kong) Ltd | 21.387.065 $ | +13.736.639 $ | 7.650.426 $ | -6.451.970 $ | 14.102.396 $ | +5.541.815 $ | 8.560.581 $ | |
|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | 21.339.185 $ | +1.412.216 $ | 19.926.969 $ | +891.178 $ | 19.035.791 $ | -1.695.961 $ | 20.731.752 $ | |
|---|
| Smith Group Asset Management, LLC | 21.303.309 $ | +2.595.040 $ | 18.708.269 $ | | | | | |
|---|
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 21.224.935 $ | +2.382.375 $ | 18.842.560 $ | +2.163.006 $ | 16.679.554 $ | +1.462.184 $ | 15.217.370 $ | |
|---|
| PARTHENON LLC | 21.160.714 $ | +1.195.275 $ | 19.965.439 $ | | | | | |
|---|
| ProVise Management Group, LLC | 21.118.381 $ | +2.127.681 $ | 18.990.700 $ | | | | | |
|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | | | 20.941.036 $ | | | | | |
|---|
| Florida Trust Wealth Management Co | 20.891.385 $ | +4.438.679 $ | 16.452.706 $ | +104.620 $ | 16.348.086 $ | -2.052.764 $ | 18.400.850 $ | |
|---|
| Van Cleef Asset Management,Inc | 20.878.676 $ | +1.271.933 $ | 19.606.743 $ | +898.454 $ | 18.708.289 $ | -1.724.943 $ | 20.433.232 $ | |
|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 20.832.605 $ | +1.729.068 $ | 19.103.537 $ | +2.334.955 $ | 16.768.582 $ | +106.239 $ | 16.662.343 $ | |
|---|
| Clarkston Capital Partners, LLC | 20.605.387 $ | +14.406.183 $ | 6.199.204 $ | +272.160 $ | 5.927.044 $ | -611.948 $ | 6.538.992 $ | |
|---|
| Canada Post Corp Registered Pension Plan | 20.453.227 $ | +4.556.887 $ | 15.896.340 $ | +1.000.213 $ | 14.896.127 $ | | | |
|---|
| Tamar Securities, LLC | 20.425.034 $ | +1.505.651 $ | 18.919.383 $ | +1.116.876 $ | 17.802.507 $ | -1.421.292 $ | 19.223.799 $ | |
|---|
| HighPoint Advisor Group LLC | | | 20.320.794 $ | +451.842 $ | 19.868.952 $ | -66.716 $ | 19.935.668 $ | |
|---|
| IFP Advisors, Inc | 18.645.480 $ | +684.292 $ | 17.961.188 $ | +809.558 $ | 17.151.630 $ | -3.087.036 $ | 20.238.666 $ | |
|---|
| Obermeyer Wealth Partners | 20.201.755 $ | +859.371 $ | 19.342.384 $ | | | | | |
|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. | 16.004.739 $ | +441.180 $ | 15.563.559 $ | -2.384.063 $ | 17.947.622 $ | -2.163.322 $ | 20.110.944 $ | |
|---|
| Kingsview Wealth Management, LLC | 20.096.175 $ | +2.792.346 $ | 17.303.829 $ | +1.433.207 $ | 15.870.622 $ | -1.054.668 $ | 16.925.290 $ | |
|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 20.070.508 $ | +358.186 $ | 19.712.322 $ | +1.553.131 $ | 18.159.191 $ | -330.487 $ | 18.489.678 $ | |
|---|
| National Mutual Insurance Federation of Agricultural Cooperatives | 20.060.678 $ | +1.265.253 $ | 18.795.425 $ | +825.165 $ | 17.970.260 $ | -1.855.371 $ | 19.825.631 $ | |
|---|
| Stonebridge Capital Advisors LLC | 19.996.525 $ | +1.800.334 $ | 18.196.191 $ | +899.477 $ | 17.296.714 $ | -1.607.214 $ | 18.903.928 $ | |
|---|
| Icon Wealth Advisors, LLC | 19.863.487 $ | +2.186.110 $ | 17.677.377 $ | +345.112 $ | 17.332.265 $ | -752.395 $ | 18.084.660 $ | |
|---|
| Focus Partners Advisor Solutions, LLC | 19.644.985 $ | +3.125.397 $ | 16.519.588 $ | | | | | |
|---|
| Verity & Verity, LLC | 19.540.129 $ | +1.438.812 $ | 18.101.317 $ | +1.006.899 $ | 17.094.418 $ | -1.968.725 $ | 19.063.143 $ | |
|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 16.727.595 $ | -2.795.641 $ | 19.523.236 $ | | | | | |
|---|
| Goelzer Investment Management, Inc. | 19.357.280 $ | +1.316.370 $ | 18.040.910 $ | +546.158 $ | 17.494.752 $ | -2.010.986 $ | 19.505.738 $ | |
|---|
| SVB WEALTH LLC | 10.614.905 $ | -471.489 $ | 11.086.394 $ | -624.344 $ | 11.710.738 $ | -7.685.250 $ | 19.395.988 $ | |
|---|
| CALIFORNIA FIRST LEASING CORP | 19.350.672 $ | +1.220.472 $ | 18.130.200 $ | +795.960 $ | 17.334.240 $ | -1.789.704 $ | 19.123.944 $ | |
|---|
| Bleakley Financial Group, LLC | 19.005.372 $ | +3.783.397 $ | 15.221.975 $ | +13.927 $ | 15.208.048 $ | +450.796 $ | 14.757.252 $ | |
|---|
| Wealthspire Advisors, LLC | 18.998.577 $ | +3.847.621 $ | 15.150.956 $ | +150.261 $ | 15.000.695 $ | -2.011.264 $ | 17.011.959 $ | |
|---|
| FRANKLIN STREET ADVISORS INC /NC | 18.960.886 $ | +1.701.232 $ | 17.259.654 $ | +17.243.916 $ | 15.738 $ | -2.326 $ | 18.064 $ | |
|---|
| New Age Alpha Advisors, LLC | 18.276.397 $ | -501.776 $ | 18.778.173 $ | | | | | |
|---|
| ABN AMRO INVESTMENT SOLUTIONS | 18.695.300 $ | | | | | | | |
|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 18.611.021 $ | +1.231.446 $ | 17.379.575 $ | +493.197 $ | 16.886.378 $ | -1.780.174 $ | 18.666.552 $ | |
|---|
| Empirical Finance, LLC | 18.264.385 $ | +365.302 $ | 17.899.083 $ | -705.158 $ | | | 18.604.241 $ | |
|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 18.566.125 $ | +1.193.943 $ | 17.372.182 $ | +483.479 $ | 16.888.703 $ | +518.583 $ | 16.370.120 $ | |
|---|
| Ironwood Investment Counsel, LLC | 3.869.700 $ | +160.353 $ | 3.709.347 $ | -14.510.331 $ | 18.219.678 $ | +14.291.550 $ | 3.928.128 $ | |
|---|
| FIRST HORIZON CORP | 18.215.505 $ | +1.410.117 $ | 16.805.388 $ | | | | | |
|---|
| Bath Savings Trust Co | 18.011.950 $ | +987.545 $ | 17.024.405 $ | +725.638 $ | 16.298.767 $ | -1.906.265 $ | 18.205.032 $ | |
|---|
| LEE DANNER & BASS INC | 18.150.975 $ | +977.040 $ | 17.173.935 $ | +442.657 $ | 16.731.278 $ | -1.357.065 $ | 18.088.343 $ | |
|---|
| Symmetry Investments LP | | | 18.040.113 $ | +15.399.336 $ | 2.640.777 $ | -2.656.365 $ | 5.297.142 $ | |
|---|
| First American Bank | 17.586.968 $ | +1.070.495 $ | 16.516.473 $ | +254.944 $ | 16.261.529 $ | -1.751.730 $ | 18.013.259 $ | |
|---|
| Radnor Capital Management, LLC | 17.929.063 $ | +719.272 $ | 17.209.791 $ | +17.193.385 $ | 16.406 $ | -1.613 $ | 18.019 $ | |
|---|
| Stillwater Capital Advisors, LLC | 17.867.816 $ | +1.005.791 $ | 16.862.025 $ | +896.802 $ | 15.965.223 $ | -1.568.471 $ | 17.533.694 $ | |
|---|
| ENZI WEALTH | 17.808.626 $ | +2.568.167 $ | 15.240.459 $ | | | | | |
|---|
| One Capital Management, LLC | 17.675.760 $ | +2.398.032 $ | 15.277.728 $ | +1.616.056 $ | 13.661.672 $ | +239.246 $ | 13.422.426 $ | |
|---|
| GENERAL AMERICAN INVESTORS CO INC | 17.581.674 $ | +1.108.899 $ | 16.472.775 $ | +723.195 $ | 15.749.580 $ | -1.626.093 $ | 17.375.673 $ | |
|---|
| BNP PARIBAS | 16.883.203 $ | +4.458.397 $ | 12.424.806 $ | -2.652.338 $ | 15.077.144 $ | -2.458.541 $ | 17.535.685 $ | |
|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 17.376.376 $ | +1.593.330 $ | 15.783.046 $ | +55.005 $ | 15.728.041 $ | -1.716.397 $ | 17.444.438 $ | |
|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 17.396.350 $ | +797.295 $ | 16.599.055 $ | | | | | |
|---|
| JARISLOWSKY, FRASER Ltd | | | 16.074.091 $ | +526.421 $ | 15.547.670 $ | -1.833.592 $ | 17.381.262 $ | |
|---|
| Gradient Investments LLC | 17.282.254 $ | +814.985 $ | 16.467.269 $ | +1.318.916 $ | 15.148.353 $ | -940.767 $ | 16.089.120 $ | |
|---|
| Edge Wealth Management LLC | 16.795.248 $ | +967.767 $ | 15.827.481 $ | +627.501 $ | 15.199.980 $ | -2.000.967 $ | 17.200.947 $ | |
|---|
| NWAM LLC | 17.124.871 $ | +1.893.256 $ | 15.231.615 $ | -187.506 $ | 15.419.121 $ | | | |
|---|
| EVERETT HARRIS & CO /CA/ | 16.810.038 $ | +937.333 $ | 15.872.705 $ | +653.515 $ | 15.219.190 $ | -1.819.539 $ | 17.038.729 $ | |
|---|
| Equitable Holdings, Inc. | 16.869.261 $ | +3.097.638 $ | 13.771.623 $ | +947.627 $ | 12.823.996 $ | +2.181.307 $ | 10.642.689 $ | |
|---|
| Biondo Investment Advisors, LLC | 16.814.595 $ | +806.436 $ | 16.008.159 $ | +778.257 $ | 15.229.902 $ | -1.417.828 $ | 16.647.730 $ | |
|---|
| BRIGHTON JONES LLC | 16.733.486 $ | | | | | | | |
|---|
| PATTEN & PATTEN INC/TN | 16.599.780 $ | +1.163.882 $ | 15.435.898 $ | +741.698 $ | 14.694.200 $ | -1.280.225 $ | 15.974.425 $ | |
|---|
| Private Advisory Group LLC | 16.545.156 $ | +1.724.407 $ | 14.820.749 $ | +4.414.599 $ | 10.406.150 $ | +10.173.523 $ | 232.627 $ | |
|---|
| Vise Technologies, Inc. | 16.518.072 $ | +6.089.254 $ | 10.428.818 $ | | | | | |
|---|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16.215.334 $ | +895.202 $ | 15.320.132 $ | +498.387 $ | 14.821.745 $ | -1.643.876 $ | 16.465.621 $ | |
|---|
| NYL Investors LLC | | | 16.367.918 $ | +718.592 $ | 15.649.326 $ | | | |
|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 15.603.379 $ | +1.071.996 $ | 14.531.383 $ | +429.946 $ | 14.101.437 $ | -2.225.243 $ | 16.326.680 $ | |
|---|
| Chesley Taft & Associates LLC | 16.320.635 $ | | | | | | | |
|---|
| CADINHA & CO LLC | 16.106.321 $ | +1.141.214 $ | 14.965.107 $ | +589.522 $ | 14.375.585 $ | -1.887.787 $ | 16.263.372 $ | |
|---|
| Summit Financial, LLC | | | | | 15.993.576 $ | +606.671 $ | 15.386.905 $ | |
|---|
| Crestwood Advisors Group, LLC | 15.916.838 $ | +957.310 $ | 14.959.528 $ | +1.183.939 $ | 13.775.589 $ | -1.784.279 $ | 15.559.868 $ | |
|---|
| CARY STREET PARTNERS FINANCIAL LLC | 15.552.670 $ | +1.521.867 $ | 14.030.803 $ | -156.701 $ | 14.187.504 $ | -1.701.355 $ | 15.888.859 $ | |
|---|
| Caprock Group, LLC | 15.786.327 $ | +2.808.423 $ | 12.977.904 $ | +366.674 $ | | | 12.611.230 $ | |
|---|
| F/m Investments LLC | 5.979.815 $ | +352.237 $ | 5.627.578 $ | +198.878 $ | 5.428.700 $ | -10.195.134 $ | 15.623.834 $ | |
|---|
| OneDigital Investment Advisors LLC | 15.245.846 $ | +636.156 $ | 14.609.690 $ | +842.217 $ | 13.767.473 $ | -1.694.881 $ | 15.462.354 $ | |
|---|
| Verdence Capital Advisors LLC | 15.423.088 $ | +192.965 $ | 15.230.123 $ | +2.339.662 $ | 12.890.461 $ | -801.744 $ | 13.692.205 $ | |
|---|
| Quadrature Capital Ltd | 15.155.018 $ | -208.173 $ | | | | | 15.363.191 $ | |
|---|
| Edgestream Partners, L.P. | 6.350.342 $ | -8.751.506 $ | 15.101.848 $ | +7.862.216 $ | 7.239.632 $ | -8.102.457 $ | 15.342.089 $ | |
|---|
| SCS Capital Management LLC | 9.413.388 $ | +577.473 $ | 8.835.915 $ | -6.481.168 $ | 15.317.083 $ | +5.996.304 $ | 9.320.779 $ | |
|---|
| Alphadyne Asset Management LP | 15.271.146 $ | +14.592.006 $ | | | 679.140 $ | | | |
|---|
| XY Capital Ltd | 216.612 $ | -15.054.000 $ | | | | | 15.270.612 $ | |
|---|
| RBO & CO LLC | 15.265.791 $ | +1.006.580 $ | 14.259.211 $ | +626.014 $ | 13.633.197 $ | -1.338.841 $ | 14.972.038 $ | |
|---|
| Allegheny Financial Group | 15.235.024 $ | +982.867 $ | 14.252.157 $ | | | | | |
|---|
| Allied Investment Advisors, LLC | 15.185.828 $ | +1.319.153 $ | 13.866.675 $ | +1.136.031 $ | 12.730.644 $ | -984.672 $ | 13.715.316 $ | |
|---|
| DRW Securities, LLC | | | 15.049.226 $ | +8.455.963 $ | 6.593.263 $ | +4.532.563 $ | 2.060.700 $ | |
|---|
| SBI Securities Co., Ltd. | 15.013.498 $ | +1.102.967 $ | 13.910.531 $ | +43.894 $ | 13.866.637 $ | -1.014.241 $ | 14.880.878 $ | |
|---|
| Union Bancaire Privee, UBP SA | 14.836.340 $ | +12.481.138 $ | 2.355.202 $ | -525.323 $ | 2.880.525 $ | -4.485.587 $ | 7.366.112 $ | |
|---|
| Entropy Technologies, LP | 14.821.195 $ | +9.831.025 $ | | | 4.990.170 $ | | | |
|---|
| BARINGS LLC | 12.285.150 $ | +774.841 $ | 11.510.309 $ | -1.854.951 $ | 13.365.260 $ | -1.425.945 $ | 14.791.205 $ | |
|---|
| Sowell Financial Services LLC | 13.678.431 $ | +783.563 $ | 12.894.868 $ | +30.569 $ | 12.864.299 $ | -1.916.864 $ | 14.781.163 $ | |
|---|
| LYNCH & ASSOCIATES/IN | 14.739.528 $ | +1.253.799 $ | 13.485.729 $ | +299.487 $ | 13.186.242 $ | -1.089.087 $ | 14.275.329 $ | |
|---|
| Bryn Mawr Trust Advisors, LLC | 14.705.930 $ | +1.221.548 $ | 13.484.382 $ | +1.113.458 $ | 12.370.924 $ | -696.215 $ | 13.067.139 $ | |
|---|
| Brooklyn Investment Group | 14.654.306 $ | +4.979.098 $ | 9.675.208 $ | +4.700.450 $ | 4.974.758 $ | +1.085.241 $ | 3.889.517 $ | |
|---|
| TRUST CO OF VERMONT | 14.559.094 $ | +142.766 $ | 14.416.328 $ | +2.336.476 $ | 12.079.852 $ | -1.050.852 $ | 13.130.704 $ | |
|---|
| Narwhal Capital Management | 14.520.797 $ | +2.834.994 $ | 11.685.803 $ | | | | | |
|---|
| Spire Wealth Management | 4.507.193 $ | +124.293 $ | 4.382.900 $ | -4.356.817 $ | 8.739.717 $ | -5.708.328 $ | 14.448.045 $ | |
|---|
| Modern Wealth Management, LLC | 14.387.624 $ | +995.942 $ | 13.391.682 $ | +791.916 $ | 12.599.766 $ | -1.243.101 $ | 13.842.867 $ | |
|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11.887.974 $ | +2.857.032 $ | 9.030.942 $ | +460.295 $ | 8.570.647 $ | -5.780.190 $ | 14.350.837 $ | |
|---|
| Headlands Technologies LLC | 14.320.460 $ | +4.388.876 $ | 9.931.584 $ | +9.644.963 $ | | | 286.621 $ | |
|---|
| GREENLEAF TRUST | 12.047.960 $ | +1.272.555 $ | 10.775.405 $ | -275.389 $ | 11.050.794 $ | -3.123.640 $ | 14.174.434 $ | |
|---|
| ALERUS FINANCIAL NA | 14.134.294 $ | +350.268 $ | 13.784.026 $ | +1.331.725 $ | 12.452.301 $ | -1.191.352 $ | 13.643.653 $ | |
|---|
| Valeo Financial Advisors, LLC | 14.102.956 $ | +650.206 $ | 13.452.750 $ | +1.150.491 $ | 12.302.259 $ | -1.216.296 $ | 13.518.555 $ | |
|---|
| VIKING FUND MANAGEMENT LLC | 9.627.200 $ | -4.466.550 $ | 14.093.750 $ | +618.750 $ | 13.475.000 $ | +7.528.500 $ | 5.946.500 $ | |
|---|
| Diversified Trust Co | 14.028.755 $ | +1.265.794 $ | 12.762.961 $ | +946.141 $ | 11.816.820 $ | -1.403.795 $ | 13.220.615 $ | |
|---|
| PROFUND ADVISORS LLC | 12.443.637 $ | -1.482.454 $ | 13.926.091 $ | | | | | |
|---|
| Cardinal Capital Management | 13.921.413 $ | +932.162 $ | 12.989.251 $ | +630.520 $ | 12.358.731 $ | -1.074.770 $ | 13.433.501 $ | |
|---|
| Badgley Phelps Wealth Managers, LLC | 13.895.252 $ | +1.966.798 $ | 11.928.454 $ | +872.529 $ | 11.055.925 $ | -685.749 $ | 11.741.674 $ | |
|---|
| Visionary Wealth Advisors | 13.848.177 $ | +1.082.530 $ | 12.765.647 $ | +710.947 $ | 12.054.700 $ | +1.615.356 $ | 10.439.344 $ | |
|---|
| HBK Sorce Advisory LLC | 13.729.796 $ | +4.095.075 $ | 9.634.721 $ | +108.079 $ | 9.526.642 $ | -947.635 $ | 10.474.277 $ | |
|---|
| Kentucky Retirement Systems Insurance Trust Fund | 13.723.453 $ | +865.556 $ | 12.857.897 $ | | | | | |
|---|
| Stockman Wealth Management, Inc. | 13.692.069 $ | +1.192.292 $ | 12.499.777 $ | +976.704 $ | 11.523.073 $ | -763.553 $ | 12.286.626 $ | |
|---|
| MUFG SECURITIES AMERICAS INC. | 13.672.068 $ | +709.877 $ | 12.962.191 $ | +2.664.919 $ | 10.297.272 $ | +1.133.121 $ | 9.164.151 $ | |
|---|
| CULLEN INVESTMENT GROUP, LTD. | 13.625.243 $ | +1.236.667 $ | 12.388.576 $ | +1.093.581 $ | 11.294.995 $ | -106.539 $ | 11.401.534 $ | |
|---|
| Pekin Hardy Strauss, Inc. | 13.611.610 $ | +893.825 $ | 12.717.785 $ | | | | | |
|---|
| Wahed Invest LLC | 13.385.178 $ | +17.876 $ | 13.367.302 $ | +668.355 $ | 12.698.947 $ | -879.648 $ | 13.578.595 $ | |
|---|
| Douglass Winthrop Advisors, LLC | 13.578.083 $ | +1.325.992 $ | 12.252.091 $ | +2.791.994 $ | 9.460.097 $ | -1.034.286 $ | 10.494.383 $ | |
|---|
| QUADRANT CAPITAL GROUP LLC | 13.522.089 $ | +1.978.890 $ | 11.543.199 $ | -389.151 $ | | | 11.932.350 $ | |
|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 13.442.943 $ | +2.037.355 $ | 11.405.588 $ | +2.747.922 $ | 8.657.666 $ | -566.687 $ | 9.224.353 $ | |
|---|
| Massar Capital Management, LP | 13.189.264 $ | | | | | | | |
|---|
| MOODY LYNN & LIEBERSON, LLC | 10.232.029 $ | +4.761.850 $ | 5.470.179 $ | +230.668 $ | 5.239.511 $ | -7.943.998 $ | 13.183.509 $ | |
|---|
| PRINCIPAL SECURITIES, INC. | 13.126.359 $ | +1.242.065 $ | 11.884.294 $ | +1.051.874 $ | 10.832.420 $ | +970.120 $ | 9.862.300 $ | |
|---|
| Banque Transatlantique SA | 13.072.014 $ | | | | | | | |
|---|
| PETTYJOHN, WOOD & WHITE, INC | 13.009.149 $ | +984.830 $ | 12.024.319 $ | +431.789 $ | 11.592.530 $ | -1.047.930 $ | 12.640.460 $ | |
|---|
| GUYASUTA INVESTMENT ADVISORS INC | 12.376.781 $ | +689.878 $ | 11.686.903 $ | +18.737 $ | 11.668.166 $ | -1.340.481 $ | 13.008.647 $ | |
|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 12.823.611 $ | +1.078.373 $ | 11.745.238 $ | +475.641 $ | 11.269.597 $ | -1.180.316 $ | 12.449.913 $ | |
|---|
| GRANDFIELD & DODD, LLC | 12.805.123 $ | +870.324 $ | 11.934.799 $ | | | | | |
|---|
| JOHN G ULLMAN & ASSOCIATES INC | 12.655.824 $ | +615.338 $ | 12.040.486 $ | +501.441 $ | 11.539.045 $ | -1.211.468 $ | 12.750.513 $ | |
|---|
| GAMMA Investing LLC | 12.707.305 $ | +2.457.086 $ | 10.250.219 $ | +1.352.513 $ | 8.897.706 $ | -559.848 $ | 9.457.554 $ | |
|---|
| Nicholas Investment Partners, LP | 12.695.870 $ | +800.745 $ | 11.895.125 $ | | | | | |
|---|
| ABN AMRO Bank N.V. | 12.645.755 $ | +924.414 $ | 11.721.341 $ | +8.087.371 $ | 3.633.970 $ | +2.057.873 $ | 1.576.097 $ | |
|---|
| Kinsale Capital Group, Inc. | 12.572.833 $ | +1.217.883 $ | 11.354.950 $ | +1.316.498 $ | 10.038.452 $ | -231.425 $ | 10.269.877 $ | |
|---|
| Blue Trust, Inc. | 11.573.058 $ | +333.466 $ | 11.239.592 $ | -114.313 $ | 11.353.905 $ | -1.209.425 $ | 12.563.330 $ | |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | | | | | | | 12.563.004 $ | |
|---|
| NAPLES GLOBAL ADVISORS, LLC | 12.551.368 $ | +890.287 $ | 11.661.081 $ | +563.610 $ | 11.097.471 $ | +1.840.316 $ | 9.257.155 $ | |
|---|
| Confluence Wealth Services, Inc. | 12.524.615 $ | +274.858 $ | 12.249.757 $ | +439.032 $ | 11.810.725 $ | +263.799 $ | 11.546.926 $ | |
|---|
| KLINGENSTEIN FIELDS & CO LP | | | | | 10.768.465 $ | -1.721.564 $ | 12.490.029 $ | |
|---|
| Wellington Shields Capital Management, LLC | 12.482.631 $ | +82.477 $ | 12.400.154 $ | +452.966 $ | 11.947.188 $ | | | |
|---|
| SIGNATUREFD, LLC | 11.862.087 $ | +218.086 $ | 11.644.001 $ | +798.030 $ | 10.845.971 $ | -1.620.785 $ | 12.466.756 $ | |
|---|
| Venturi Wealth Management, LLC | 12.204.552 $ | +644.926 $ | 11.559.626 $ | +293.295 $ | 11.266.331 $ | -1.128.219 $ | 12.394.550 $ | |
|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 12.369.359 $ | +1.732.856 $ | 10.636.503 $ | +519.836 $ | | | 10.116.667 $ | |
|---|
| CAPE COD FIVE CENTS SAVINGS BANK | 12.367.178 $ | +0 $ | 12.367.178 $ | +0 $ | 12.367.178 $ | +0 $ | 12.367.178 $ | |
|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12.302.360 $ | +293.315 $ | 12.009.045 $ | +549.407 $ | 11.459.638 $ | +760.217 $ | 10.699.421 $ | |
|---|
| LOOMIS SAYLES & CO L P | 9.955.849 $ | +395.325 $ | 9.560.524 $ | -2.718.542 $ | 12.279.066 $ | +12.268.793 $ | 10.273 $ | |
|---|
| Dynamic Advisor Solutions LLC | 11.510.891 $ | -734.677 $ | 12.245.568 $ | +1.400.644 $ | 10.844.924 $ | -838.233 $ | 11.683.157 $ | |
|---|
| MOTCO | 12.189.961 $ | +721.256 $ | 11.468.705 $ | -62.591 $ | 11.531.296 $ | -138.353 $ | 11.669.649 $ | |
|---|
| Guinness Asset Management LTD | 12.158.223 $ | +584.653 $ | 11.573.570 $ | | | | | |
|---|
| Callan Family Office, LLC | 12.141.314 $ | +3.495.869 $ | 8.645.445 $ | | | | | |
|---|
| Anchor Investment Management, LLC | 10.116.588 $ | -1.343.268 $ | 11.459.856 $ | +516.418 $ | 10.943.438 $ | -1.189.547 $ | 12.132.985 $ | |
|---|
| TOWER BRIDGE ADVISORS | 11.895.361 $ | +662.310 $ | 11.233.051 $ | +524.636 $ | 10.708.415 $ | -1.388.067 $ | 12.096.482 $ | |
|---|
| Harbour Trust & Investment Management Co | 12.012.098 $ | +743.525 $ | 11.268.573 $ | +343.798 $ | 10.924.775 $ | -1.090.723 $ | 12.015.498 $ | |
|---|
| Cohen Klingenstein LLC | 11.961.796 $ | +754.446 $ | 11.207.350 $ | +492.030 $ | 10.715.320 $ | -1.106.322 $ | 11.821.642 $ | |
|---|
| Ameritas Investment Partners, Inc. | 10.741.010 $ | -77.397 $ | 10.818.407 $ | +177.997 $ | 10.640.410 $ | -1.225.194 $ | 11.865.604 $ | |
|---|
| LaFleur & Godfrey LLC | 11.593.320 $ | +355.478 $ | 11.237.842 $ | +237.002 $ | 11.000.840 $ | -822.071 $ | 11.822.911 $ | |
|---|
| Ethic Inc. | 11.789.356 $ | +2.068.267 $ | 9.721.089 $ | +1.924.114 $ | 7.796.975 $ | +173.331 $ | 7.623.644 $ | |
|---|
| Ascent Group, LLC | 8.532.923 $ | -317.335 $ | 8.850.258 $ | +381.879 $ | 8.468.379 $ | -3.249.636 $ | 11.718.015 $ | |
|---|
| WealthPlan Investment Management, LLC | 11.712.254 $ | +7.790.542 $ | 3.921.712 $ | +256.933 $ | 3.664.779 $ | +1.020.243 $ | 2.644.536 $ | |
|---|
| Procyon Advisors, LLC | 6.045.704 $ | +670.747 $ | 5.374.957 $ | -192.888 $ | 5.567.845 $ | -6.121.829 $ | 11.689.674 $ | |
|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 11.609.320 $ | +10.451.152 $ | 1.158.168 $ | +887.698 $ | 270.470 $ | +4.305 $ | 266.165 $ | |
|---|
| RITHOLTZ WEALTH MANAGEMENT | 11.584.996 $ | +1.776.392 $ | 9.808.604 $ | | | | | |
|---|
| PBMares Wealth Management LLC | | | 10.929.901 $ | +540.010 $ | 10.389.891 $ | -1.188.189 $ | 11.578.080 $ | |
|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.555.760 $ | +1.546.749 $ | 10.009.011 $ | +686.066 $ | 9.322.945 $ | -357.197 $ | 9.680.142 $ | |
|---|
| Forum Financial Management, LP | 11.460.758 $ | +925.636 $ | 10.535.122 $ | +1.176.780 $ | 9.358.342 $ | -1.047.853 $ | 10.406.195 $ | |
|---|
| Raiffeisen Bank International AG | 11.388.083 $ | +10.438.941 $ | 949.142 $ | +62.032 $ | 887.110 $ | -388.069 $ | 1.275.179 $ | |
|---|
| BURNEY CO/ | 11.164.688 $ | +447.995 $ | 10.716.693 $ | +452.913 $ | 10.263.780 $ | -1.092.281 $ | 11.356.061 $ | |
|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 11.320.863 $ | +1.354.630 $ | 9.966.233 $ | +383.044 $ | 9.583.189 $ | -883.109 $ | 10.466.298 $ | |
|---|
| MONTAG A & ASSOCIATES INC | 9.825.828 $ | -172.739 $ | 9.998.567 $ | +153.632 $ | 9.844.935 $ | -1.448.239 $ | 11.293.174 $ | |
|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 10.140.441 $ | +277.834 $ | 9.862.607 $ | +437.819 $ | 9.424.788 $ | -1.756.882 $ | 11.181.670 $ | |
|---|
| MATHER GROUP, LLC. | 11.019.675 $ | +653.083 $ | 10.366.592 $ | +832.378 $ | 9.534.214 $ | -1.628.443 $ | 11.162.657 $ | |
|---|
| RNC CAPITAL MANAGEMENT LLC | 11.144.458 $ | +634.015 $ | 10.510.443 $ | +376.157 $ | 10.134.286 $ | -945.735 $ | 11.080.021 $ | |
|---|
| Cornerstone Wealth Management, LLC | 11.140.551 $ | +1.659.232 $ | 9.481.319 $ | | | | | |
|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 11.087.285 $ | +803.470 $ | 10.283.815 $ | -648.399 $ | 10.932.214 $ | +2.292.188 $ | 8.640.026 $ | |
|---|
| FIDELIS CAPITAL PARTNERS, LLC | 11.072.551 $ | +942.915 $ | 10.129.636 $ | | | | | |
|---|
| CenterStar Asset Management, LLC | 5.006.144 $ | -5.924.529 $ | 10.930.673 $ | +5.218.539 $ | | | 5.712.134 $ | |
|---|
| Carnegie Investment Counsel | 10.908.842 $ | +5.611.715 $ | 5.297.127 $ | | | | | |
|---|
| MIRABELLA FINANCIAL SERVICES LLP | 10.865.619 $ | | | | | | | |
|---|
| Oxbow Advisors, LLC | 9.369.990 $ | +689.272 $ | 8.680.718 $ | -1.167.622 $ | 9.848.340 $ | -928.220 $ | 10.776.560 $ | |
|---|
| Tufton Capital Management | 10.365 $ | +517 $ | 9.848 $ | +963 $ | 8.885 $ | -10.757.517 $ | 10.766.402 $ | |
|---|
| Avantax Planning Partners, Inc. | 10.732.444 $ | +886.355 $ | 9.846.089 $ | | | | | |
|---|
| Towne Trust Company, N.A | 10.232.751 $ | +516.519 $ | 9.716.232 $ | +574.253 $ | 9.141.979 $ | -1.568.619 $ | 10.710.598 $ | |
|---|
| WCG Wealth Advisors LLC | 10.686.256 $ | +5.344.702 $ | 5.341.554 $ | -303.530 $ | 5.645.084 $ | -260.319 $ | 5.905.403 $ | |
|---|
| KG&L Capital Management,LLC | 10.540.486 $ | +819.770 $ | 9.720.716 $ | | | | | |
|---|
| Diversify Advisory Services, LLC | 10.481.954 $ | +4.515.370 $ | 5.966.584 $ | | | | | |
|---|
| Boit C F David | 10.473.844 $ | +996.868 $ | 9.476.976 $ | +416.063 $ | 9.060.913 $ | -935.510 $ | 9.996.423 $ | |
|---|
| Savvy Advisors, Inc. | 10.472.068 $ | +3.102.874 $ | 7.369.194 $ | +1.710.041 $ | 5.659.153 $ | +1.389.171 $ | 4.269.982 $ | |
|---|
| AdvisorNet Financial, Inc | 10.413.301 $ | +790.351 $ | 9.622.950 $ | +104.759 $ | 9.518.191 $ | -931.727 $ | 10.449.918 $ | |
|---|
| PKO Investment Management Joint-Stock Co | 10.413.140 $ | +662.408 $ | 9.750.732 $ | -337.299 $ | 10.088.031 $ | +290.459 $ | 9.797.572 $ | |
|---|
| Strategic Blueprint, LLC | 6.025.529 $ | -1.230.541 $ | 7.256.070 $ | +367.314 $ | 6.888.756 $ | -3.474.210 $ | 10.362.966 $ | |
|---|
| Mechanics Bank Trust Department | 10.314.581 $ | +1.331.902 $ | 8.982.679 $ | | | | | |
|---|
| Orion Investment Co | 10.198.108 $ | +640.502 $ | 9.557.606 $ | +481.372 $ | 9.076.234 $ | -1.178.520 $ | 10.254.754 $ | |
|---|
| Hodges Capital Management Inc. | 6.515.767 $ | -9.825 $ | 6.525.592 $ | -3.681.408 $ | | | 10.207.000 $ | |
|---|
| LMCG INVESTMENTS, LLC | 10.200.923 $ | +639.891 $ | 9.561.032 $ | | | | | |
|---|
| Bard Financial Services, Inc. | | | 9.593.898 $ | +496.656 $ | 9.097.242 $ | -1.097.438 $ | 10.194.680 $ | |
|---|
| Financiere des Professionnels - Fonds d'investissement inc. | 10.174.988 $ | +2.554.440 $ | 7.620.548 $ | -62.142 $ | 7.682.690 $ | -817.238 $ | 8.499.928 $ | |
|---|
| EQUITABLE TRUST CO | 9.728.767 $ | +553.172 $ | 9.175.595 $ | +246.629 $ | 8.928.966 $ | -1.244.663 $ | 10.173.629 $ | |
|---|
| PRUDENTIAL PLC | 5.978.973 $ | -4.150.262 $ | 10.129.235 $ | +2.708.930 $ | 7.420.305 $ | +5.997.070 $ | 1.423.235 $ | |
|---|
| Washington Trust Advisors, Inc. | 9.674.148 $ | +576.336 $ | 9.097.812 $ | +142.758 $ | 8.955.054 $ | -1.172.311 $ | 10.127.365 $ | |
|---|
| Citizens National Bank Trust Department | 9.934.428 $ | +580.801 $ | 9.353.627 $ | +147.184 $ | 9.206.443 $ | -917.711 $ | 10.124.154 $ | |
|---|
| Argent Advisors, Inc. | 10.114.019 $ | +2.179.387 $ | 7.934.632 $ | +561.134 $ | 7.373.498 $ | +416.250 $ | 6.957.248 $ | |
|---|
| Nearwater Capital Markets, Ltd | | | 9.583.750 $ | +420.750 $ | 9.163.000 $ | -946.050 $ | 10.109.050 $ | |
|---|
| Sky Investment Group LLC | 10.054.648 $ | +690.535 $ | 9.364.113 $ | +325.945 $ | 9.038.168 $ | -1.065.173 $ | 10.103.341 $ | |
|---|
| AMG National Trust Bank | 10.054.854 $ | +883.362 $ | 9.171.492 $ | +502.601 $ | 8.668.891 $ | -613.398 $ | 9.282.289 $ | |
|---|
| AlphaStar Capital Management, LLC | 10.042.233 $ | +1.389.284 $ | 8.652.949 $ | +324.045 $ | 8.328.904 $ | -1.343.885 $ | 9.672.789 $ | |
|---|
| ROWLANDMILLER & PARTNERS.ADV | 9.916.314 $ | +547.837 $ | 9.368.477 $ | +328.399 $ | 9.040.078 $ | -964.988 $ | 10.005.066 $ | |
|---|
| CORDA Investment Management, LLC. | 9.924.772 $ | +4.901.785 $ | 5.022.987 $ | -770.655 $ | 5.793.642 $ | -426.201 $ | 6.219.843 $ | |
|---|
| GERMAN AMERICAN BANCORP, INC. | 9.923.837 $ | +560.740 $ | 9.363.097 $ | -271.778 $ | | | 9.634.875 $ | |
|---|
| Ancora Advisors LLC | 9.886.637 $ | +1.076.194 $ | 8.810.443 $ | +336.441 $ | 8.474.002 $ | -923.871 $ | 9.397.873 $ | |
|---|
| SP Asset Management LLC | 9.793.425 $ | +692.633 $ | 9.100.792 $ | +472.977 $ | 8.627.815 $ | -528.653 $ | 9.156.468 $ | |
|---|
| Banque Cantonale Vaudoise | 9.705.000 $ | +9.695.183 $ | 9.817 $ | +915 $ | 8.902 $ | -1.217 $ | 10.119 $ | |
|---|
| Lombard Odier Asset Management (Switzerland) SA | 5.628.181 $ | -4.066.849 $ | 9.695.030 $ | +4.691.062 $ | 5.003.968 $ | -265.582 $ | 5.269.550 $ | |
|---|
| SEARLE & CO. | 9.691.221 $ | +549.225 $ | 9.141.996 $ | | | | | |
|---|
| Skandinaviska Enskilda Banken AB (publ) | | | | | | | 9.657.830 $ | |
|---|
| Willis Johnson & Associates, Inc. | 9.657.812 $ | +457.898 $ | 9.199.914 $ | | | | | |
|---|
| SageView Advisory Group, LLC | 9.651.371 $ | | | | | | | |
|---|
| Arax Advisory Partners | 9.113.910 $ | -524.229 $ | 9.638.139 $ | +5.485.926 $ | 4.152.213 $ | +73.760 $ | 4.078.453 $ | |
|---|
| Cyndeo Wealth Partners, LLC | 9.537.585 $ | +806.719 $ | 8.730.866 $ | +701.181 $ | 8.029.685 $ | -400.084 $ | 8.429.769 $ | |
|---|
| Commonwealth Retirement Investments LLC | 9.272.542 $ | +666.241 $ | 8.606.301 $ | +521.432 $ | 8.084.869 $ | -1.449.820 $ | 9.534.689 $ | |
|---|
| Nemes Rush Group LLC | 9.524.471 $ | +664.157 $ | 8.860.314 $ | +474.812 $ | 8.385.502 $ | -311.695 $ | 8.697.197 $ | |
|---|
| IFG Advisory, LLC | 9.471.445 $ | +823.385 $ | 8.648.060 $ | +681.120 $ | 7.966.940 $ | +555.636 $ | 7.411.304 $ | |
|---|
| Texas Capital Bank Wealth Management Services Inc | 9.385.678 $ | +6.841.136 $ | 2.544.542 $ | +175.206 $ | 2.369.336 $ | +363.564 $ | 2.005.772 $ | |
|---|
| Parallel Advisors, LLC | 9.321.103 $ | +1.393.485 $ | 7.927.618 $ | +1.077.774 $ | 6.849.844 $ | -1.389.207 $ | 8.239.051 $ | |
|---|
| TRUST CO OF TOLEDO NA /OH/ | 9.318.889 $ | +334.856 $ | 8.984.033 $ | +407.142 $ | 8.576.891 $ | -347.260 $ | 8.924.151 $ | |
|---|
| Sendero Wealth Management, LLC | 7.988.141 $ | +553.152 $ | 7.434.989 $ | -739.027 $ | 8.174.016 $ | -1.124.994 $ | 9.299.010 $ | |
|---|
| Wellington Shields & Co., LLC | 9.257.478 $ | +1.636.064 $ | 7.621.414 $ | | | | | |
|---|
| Csenge Advisory Group | 9.253.461 $ | +566.815 $ | 8.686.646 $ | | | | | |
|---|
| WASHINGTON TRUST BANK | 9.235.253 $ | +640.546 $ | 8.594.707 $ | +572.016 $ | 8.022.691 $ | -423.599 $ | 8.446.290 $ | |
|---|
| First Financial Bank - Trust Division | 7.549.888 $ | +189.818 $ | 7.360.070 $ | -52.677 $ | 7.412.747 $ | -1.818.850 $ | 9.231.597 $ | |
|---|
| Mesirow Financial Investment Management, Inc. | 9.192.268 $ | +207.809 $ | 8.984.459 $ | | | | | |
|---|
| Estabrook Capital Management | 8.942.706 $ | +438.875 $ | 8.503.831 $ | +357.169 $ | 8.146.662 $ | -1.004.645 $ | 9.151.307 $ | |
|---|
| NICHOLS & PRATT ADVISERS LLP /MA | 9.060.760 $ | +375.740 $ | 8.685.020 $ | +444.896 $ | 8.240.124 $ | -898.696 $ | 9.138.820 $ | |
|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 9.080.815 $ | +461.567 $ | 8.619.248 $ | +471.330 $ | 8.147.918 $ | -947.569 $ | 9.095.487 $ | |
|---|
| StoneX Group Inc. | 8.566.252 $ | -493.583 $ | 9.059.835 $ | +323.329 $ | 8.736.506 $ | | | |
|---|
| MARCO INVESTMENT MANAGEMENT LLC | 9.015.151 $ | +523.610 $ | 8.491.541 $ | +237.187 $ | 8.254.354 $ | -767.200 $ | 9.021.554 $ | |
|---|
| Bell & Brown Wealth Advisors, LLC | 9.018.501 $ | | | | | | | |
|---|
| GREENWOOD CAPITAL ASSOCIATES LLC | 7.933.554 $ | +576.035 $ | 7.357.519 $ | +332.284 $ | 7.025.235 $ | -1.977.428 $ | 9.002.663 $ | |
|---|
| RPg Family Wealth Advisory, LLC | 8.994.452 $ | +4.102.004 $ | 4.892.448 $ | +214.791 $ | 4.677.657 $ | +4.257.478 $ | 420.179 $ | |
|---|
| Avior Wealth Management, LLC | 7.279.857 $ | +734.215 $ | 6.545.642 $ | +1.770.700 $ | 4.774.942 $ | -4.178.710 $ | 8.953.652 $ | |
|---|
| Plato Investment Management Ltd | 8.912.410 $ | +514.343 $ | 8.398.067 $ | +336.668 $ | 8.061.399 $ | -878.911 $ | 8.940.310 $ | |
|---|
| Windle Wealth, LLC | 8.937.705 $ | +725.594 $ | 8.212.111 $ | | | | | |
|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 8.929.307 $ | +1.188.581 $ | 7.740.726 $ | | | | | |
|---|
| InvesTrust | 4.770.879 $ | -288.326 $ | 5.059.205 $ | +226.100 $ | 4.833.105 $ | -4.075.585 $ | 8.908.690 $ | |
|---|
| Slocum, Gordon & Co LLP | 8.511.959 $ | +600.451 $ | 7.911.508 $ | +452.440 $ | 7.459.068 $ | -1.449.277 $ | 8.908.345 $ | |
|---|
| BBR PARTNERS, LLC | 8.896.267 $ | +522.863 $ | 8.373.404 $ | +382.909 $ | 7.990.495 $ | -785.873 $ | 8.776.368 $ | |
|---|
| CITY HOLDING CO | 8.805.156 $ | +541.708 $ | 8.263.448 $ | +192.148 $ | 8.071.300 $ | -684.893 $ | 8.756.193 $ | |
|---|
| Chicago Partners Investment Group LLC | 8.793.487 $ | +1.334.781 $ | 7.458.706 $ | +266.474 $ | 7.192.232 $ | +363.340 $ | 6.828.892 $ | |
|---|
| Glass Wealth Management Co LLC | 8.779.537 $ | +840.133 $ | 7.939.404 $ | +802.898 $ | 7.136.506 $ | -729.070 $ | 7.865.576 $ | |
|---|
| RFG Advisory, LLC | 8.486.323 $ | +590.214 $ | 7.896.109 $ | -31.573 $ | 7.927.682 $ | -841.702 $ | 8.769.384 $ | |
|---|
| Financial Strategies Group, Inc. | 8.750.970 $ | +782.997 $ | 7.967.973 $ | +628.739 $ | 7.339.234 $ | +1.198.861 $ | 6.140.373 $ | |
|---|
| Modera Wealth Management, LLC | 8.748.103 $ | +669.792 $ | 8.078.311 $ | -47.049 $ | 8.125.360 $ | -606.983 $ | 8.732.343 $ | |
|---|
| TWIN CAPITAL MANAGEMENT INC | 7.951.706 $ | +467.135 $ | 7.484.571 $ | -1.174.248 $ | 8.658.819 $ | -71.951 $ | 8.730.770 $ | |
|---|
| Kovack Advisors, Inc. | 8.671.388 $ | +4.722.511 $ | 3.948.877 $ | | | | | |
|---|
| Warther Private Wealth, LLC | 8.612.132 $ | | | | | | | |
|---|
| DELTA ASSET MANAGEMENT LLC/TN | 8.568.715 $ | +483.086 $ | 8.085.629 $ | | | | | |
|---|
| KIECKHEFER GROUP LLC | 2.385.981 $ | +136.618 $ | 2.249.363 $ | -5.469.009 $ | 7.718.372 $ | -847.442 $ | 8.565.814 $ | |
|---|
| Main Street Financial Solutions, LLC | 8.002.333 $ | -560.490 $ | 8.562.823 $ | +581.261 $ | 7.981.562 $ | -84.602 $ | 8.066.164 $ | |
|---|
| AMERICAN NATIONAL BANK & TRUST | 8.548.472 $ | +207.114 $ | 8.341.358 $ | +1.146.355 $ | 7.195.003 $ | -901.276 $ | 8.096.279 $ | |
|---|
| Strong Tower Advisory Services | 8.517.369 $ | +982.379 $ | 7.534.990 $ | | | | | |
|---|
| Texas Bank & Trust Co | 8.441.371 $ | +523.051 $ | 7.918.320 $ | +222.694 $ | 7.695.626 $ | -802.637 $ | 8.498.263 $ | |
|---|
| Joel Isaacson & Co., LLC | 8.495.624 $ | +540.307 $ | 7.955.317 $ | | | | | |
|---|
| Intrua Financial, LLC | 8.492.275 $ | +800.682 $ | 7.691.593 $ | | | | | |
|---|
| Trust Point Inc. | 8.163.507 $ | +504.727 $ | 7.658.780 $ | +72.244 $ | 7.586.536 $ | -876.764 $ | 8.463.300 $ | |
|---|
| SPINNAKER TRUST | 8.408.878 $ | +784.046 $ | 7.624.832 $ | +334.749 $ | 7.290.083 $ | -966.751 $ | 8.256.834 $ | |
|---|
| Valmark Advisers, Inc. | 8.397.908 $ | +280.190 $ | 8.117.718 $ | | | | | |
|---|
| Portfolio Design Labs, LLC | 6.398.150 $ | +639.935 $ | 5.758.215 $ | +736.028 $ | 5.022.187 $ | -3.336.809 $ | 8.358.996 $ | |
|---|
| KIRR MARBACH & CO LLC /IN/ | 8.354.966 $ | +544.322 $ | 7.810.644 $ | +312.291 $ | 7.498.353 $ | -726.727 $ | 8.225.080 $ | |
|---|
| Versant Capital Management, Inc | 6.270.922 $ | -1.933.219 $ | 8.204.141 $ | +689.295 $ | 7.514.846 $ | -839.273 $ | 8.354.119 $ | |
|---|
| Mengis Capital Management, Inc. | 7.558.275 $ | +1.202.274 $ | 6.356.001 $ | +408.749 $ | 5.947.252 $ | -2.406.372 $ | 8.353.624 $ | |
|---|
| SIMON QUICK ADVISORS, LLC | 8.352.352 $ | +570.653 $ | 7.781.699 $ | +464.055 $ | 7.317.644 $ | +3.649.158 $ | 3.668.486 $ | |
|---|
| HIGHLAND CAPITAL MANAGEMENT, LLC | 7.953.366 $ | +486.530 $ | 7.466.836 $ | +299.042 $ | 7.167.794 $ | -1.163.652 $ | 8.331.446 $ | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 8.255.694 $ | +2.412.720 $ | 5.842.974 $ | +1.191.485 $ | 4.651.489 $ | +300.508 $ | 4.350.981 $ | |
|---|
| PRIVATE TRUST CO NA | 6.414.079 $ | +535.273 $ | 5.878.806 $ | -107.615 $ | 5.986.421 $ | -2.231.861 $ | 8.218.282 $ | |
|---|
| Sound View Wealth Advisors Group, LLC | 8.173.115 $ | +674.733 $ | 7.498.382 $ | | | | | |
|---|
| NJ State Employees Deferred Compensation Plan | | | 8.165.017 $ | | | | | |
|---|
| LEAVELL INVESTMENT MANAGEMENT, INC. | 8.163.334 $ | +438.562 $ | 7.724.772 $ | +339.293 $ | 7.385.479 $ | -748.195 $ | 8.133.674 $ | |
|---|
| NIXON PEABODY TRUST CO | 5.847.682 $ | +328.231 $ | 5.519.451 $ | -459.460 $ | 5.978.911 $ | -2.146.862 $ | 8.125.773 $ | |
|---|
| ANDERSON HOAGLAND & CO | 8.053.032 $ | +507.915 $ | 7.545.117 $ | +226.683 $ | 7.318.434 $ | +466.578 $ | 6.851.856 $ | |
|---|
| Aviance Capital Partners, LLC | 8.048.586 $ | +543.734 $ | 7.504.852 $ | +323.330 $ | 7.181.522 $ | -643.238 $ | 7.824.760 $ | |
|---|
| TCTC Holdings, LLC | 8.047.377 $ | +482.190 $ | 7.565.187 $ | +298.174 $ | 7.267.013 $ | -753.389 $ | 8.020.402 $ | |
|---|
| Qsemble Capital Management, LP | 8.026.918 $ | +6.833.572 $ | | | 1.193.346 $ | | | |
|---|
| Soltis Investment Advisors LLC | 3.793.112 $ | +490.827 $ | 3.302.285 $ | -105.812 $ | 3.408.097 $ | -4.550.121 $ | 7.958.218 $ | |
|---|
| Inscription Capital, LLC | 7.751.626 $ | -203.456 $ | 7.955.082 $ | +962.331 $ | 6.992.751 $ | +697.556 $ | 6.295.195 $ | |
|---|
| SAGESPRING WEALTH PARTNERS, LLC | 7.953.602 $ | +1.235.644 $ | 6.717.958 $ | +268.307 $ | 6.449.651 $ | -251.772 $ | 6.701.423 $ | |
|---|
| VestGen Advisors, LLC | 7.922.661 $ | +2.026.612 $ | 5.896.049 $ | +1.124.966 $ | 4.771.083 $ | -49.362 $ | 4.820.445 $ | |
|---|
| BFSG, LLC | 7.732.718 $ | +381.164 $ | 7.351.554 $ | +243.949 $ | 7.107.605 $ | -807.098 $ | 7.914.703 $ | |
|---|
| Northwest & Ethical Investments L.P. | 7.876.855 $ | +496.804 $ | 7.380.051 $ | +324.002 $ | 7.056.049 $ | -728.514 $ | 7.784.563 $ | |
|---|
| Trexquant Investment LP | 1.717.854 $ | -6.145.725 $ | | | 7.863.579 $ | | | |
|---|
| Shelter Mutual Insurance Co | 7.841.354 $ | +494.564 $ | 7.346.790 $ | +322.542 $ | 7.024.248 $ | -725.231 $ | 7.749.479 $ | |
|---|
| UNITED BANK | 6.705.706 $ | +190.333 $ | 6.515.373 $ | +62.573 $ | 6.452.800 $ | -1.315.708 $ | 7.768.508 $ | |
|---|
| Wedmont Private Capital | 7.748.074 $ | +246.767 $ | 7.501.307 $ | +113.879 $ | 7.387.428 $ | +926.219 $ | 6.461.209 $ | |
|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 5.740.218 $ | +249.293 $ | 5.490.925 $ | +241.065 $ | 5.249.860 $ | -2.490.580 $ | 7.740.440 $ | |
|---|
| Knuff & Co LLC | 7.571.432 $ | +475.849 $ | 7.095.583 $ | +309.250 $ | 6.786.333 $ | -944.117 $ | 7.730.450 $ | |
|---|
| Voya Financial Advisors, Inc. | 7.723.857 $ | +330.784 $ | 7.393.073 $ | +756.383 $ | 6.636.690 $ | -410.822 $ | 7.047.512 $ | |
|---|
| Heirloom Wealth Management | 7.721.394 $ | +537.731 $ | 7.183.663 $ | +395.530 $ | 6.788.133 $ | -689.035 $ | 7.477.168 $ | |
|---|
| Iowa State Bank | 7.721.375 $ | +380.335 $ | 7.341.040 $ | +1.438.020 $ | 5.903.020 $ | -685.702 $ | 6.588.722 $ | |
|---|
| Fort Point Capital Partners LLC | 537.134 $ | -7.169.069 $ | 7.706.203 $ | | | | | |
|---|
| Bridgewater Advisors Inc. | 7.694.833 $ | +1.032.847 $ | 6.661.986 $ | | | | | |
|---|
| Capital Investment Counsel, LLC | 7.443.930 $ | +640.427 $ | 6.803.503 $ | +365.095 $ | 6.438.408 $ | -1.202.189 $ | 7.640.597 $ | |
|---|
| Financial & Tax Architects, LLC | 7.633.504 $ | +223.658 $ | 7.409.846 $ | | | | | |
|---|
| S.E.E.D. Planning Group LLC | 2.104.833 $ | +190.703 $ | 1.914.130 $ | +823.096 $ | 1.091.034 $ | -6.494.821 $ | 7.585.855 $ | |
|---|
| Castellan Group | 7.578.171 $ | +4.508.665 $ | 3.069.506 $ | +216.040 $ | 2.853.466 $ | -206.603 $ | 3.060.069 $ | |
|---|
| Heritage Trust Co | 7.307.769 $ | +310.231 $ | 6.997.538 $ | +312.759 $ | 6.684.779 $ | -889.158 $ | 7.573.937 $ | |
|---|
| Northwest Bancshares, Inc. | 7.086.582 $ | -300.234 $ | 7.386.816 $ | +434.902 $ | 6.951.914 $ | -595.027 $ | 7.546.941 $ | |
|---|
| Nilsine Partners, LLC | 7.516.117 $ | +250.550 $ | 7.265.567 $ | +494.396 $ | 6.771.171 $ | +244.484 $ | 6.526.687 $ | |
|---|
| New Hampshire Trust | 7.470.707 $ | +425.185 $ | 7.045.522 $ | +626.895 $ | 6.418.627 $ | -599.552 $ | 7.018.179 $ | |
|---|
| HARBOUR INVESTMENTS, INC. | 7.466.965 $ | +857.077 $ | 6.609.888 $ | +165.030 $ | 6.444.858 $ | -738.752 $ | 7.183.610 $ | |
|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 7.420.661 $ | +535.935 $ | 6.884.726 $ | | | | | |
|---|
| FORA Capital, LLC | | | 7.417.033 $ | +3.772.207 $ | 3.644.826 $ | +1.756.099 $ | 1.888.727 $ | |
|---|
| Wells Trecaso Financial Group, LLC | | | 4.038.885 $ | -2.413.642 $ | 6.452.527 $ | -960.042 $ | 7.412.569 $ | |
|---|
| SteelPeak Wealth, LLC | 7.404.889 $ | +3.361.663 $ | 4.043.226 $ | | | | | |
|---|
| Cassaday & Co Wealth Management LLC | 7.349.253 $ | +315.765 $ | 7.033.488 $ | | | | | |
|---|
| MERITAGE PORTFOLIO MANAGEMENT | 6.539.334 $ | +271.366 $ | 6.267.968 $ | -292.611 $ | 6.560.579 $ | -754.595 $ | 7.315.174 $ | |
|---|
| United Asset Strategies, Inc. | 6.676.440 $ | +564.464 $ | 6.111.976 $ | +326.321 $ | 5.785.655 $ | -1.502.032 $ | 7.287.687 $ | |
|---|
| Beacon Harbor Wealth Advisors, Inc. | 7.195.203 $ | +588.901 $ | 6.606.302 $ | +440.106 $ | 6.166.196 $ | -1.089.745 $ | 7.255.941 $ | |
|---|
| 1ST SOURCE BANK | 7.241.821 $ | +460.360 $ | 6.781.461 $ | +332.111 $ | 6.449.350 $ | -559.076 $ | 7.008.426 $ | |
|---|
| Belpointe Asset Management LLC | 7.181.597 $ | +1.013.107 $ | 6.168.490 $ | -180.844 $ | 6.349.334 $ | -866.400 $ | 7.215.734 $ | |
|---|
| LGT Fund Management Co Ltd. | 7.202.293 $ | +1.780.857 $ | 5.421.436 $ | +1.427.877 $ | 3.993.559 $ | +649.485 $ | 3.344.074 $ | |
|---|
| CHICAGO TRUST Co NA | 7.195.489 $ | +375.918 $ | 6.819.571 $ | +461.744 $ | 6.357.827 $ | -348.278 $ | 6.706.105 $ | |
|---|
| MOORE CAPITAL MANAGEMENT, LP | 2.406.800 $ | -4.787.778 $ | 7.194.578 $ | | | | | |
|---|
| PLIMOTH TRUST CO LLC | 6.231.927 $ | -119.280 $ | 6.351.207 $ | -240.548 $ | 6.591.755 $ | -593.758 $ | 7.185.513 $ | |
|---|
| Resonant Capital Advisors, LLC | 7.185.140 $ | +912.632 $ | 6.272.508 $ | +425.652 $ | 5.846.856 $ | -321.924 $ | 6.168.780 $ | |
|---|
| B & T Capital Management DBA Alpha Capital Management | 7.181.955 $ | +444.681 $ | 6.737.274 $ | +483.021 $ | 6.254.253 $ | -477.782 $ | 6.732.035 $ | |
|---|
| BCM ADVISORS, LLC | 7.156.379 $ | +1.082.680 $ | 6.073.699 $ | +51.438 $ | 6.022.261 $ | +355.851 $ | 5.666.410 $ | |
|---|
| Smartleaf Asset Management LLC | 7.122.947 $ | +1.634.827 $ | 5.488.120 $ | +1.862.402 $ | 3.625.718 $ | -713.604 $ | 4.339.322 $ | |
|---|
| Aster Capital Management (DIFC) Ltd | | | 779.554 $ | -6.331.257 $ | 7.110.811 $ | +6.561.175 $ | 549.636 $ | |
|---|
| HOHIMER WEALTH MANAGEMENT, LLC | 7.108.615 $ | +516.745 $ | 6.591.870 $ | +1.542.453 $ | 5.049.417 $ | -673.970 $ | 5.723.387 $ | |
|---|
| Palisade Asset Management, LLC | 7.032.614 $ | +360.234 $ | 6.672.380 $ | +306.624 $ | 6.365.756 $ | -722.892 $ | 7.088.648 $ | |
|---|
| PETREDIS INVESTMENT ADVISORS LLC | 7.087.906 $ | +367.555 $ | 6.720.351 $ | | | | | |
|---|
| MCDANIEL TERRY & CO | 7.086.505 $ | +439.964 $ | 6.646.541 $ | +278.109 $ | 6.368.432 $ | +6.361.406 $ | 7.026 $ | |
|---|
| Founders Capital Management | 7.067.285 $ | +417.302 $ | 6.649.983 $ | +436.785 $ | 6.213.198 $ | -632.289 $ | 6.845.487 $ | |
|---|
| Western Wealth Management, LLC | 7.048.721 $ | +755.993 $ | 6.292.728 $ | -769.773 $ | | | 7.062.501 $ | |
|---|
| Penobscot Investment Management Company, Inc. | 7.041.373 $ | +443.883 $ | 6.597.490 $ | | | | | |
|---|
| B. Riley Wealth Advisors, Inc. | 7.024.776 $ | +669.344 $ | 6.355.432 $ | | | | | |
|---|
| Global Wealth Management Investment Advisory, Inc. | 7.017.895 $ | +709.381 $ | 6.308.514 $ | +417.883 $ | 5.890.631 $ | -805.761 $ | 6.696.392 $ | |
|---|
| SHUFRO ROSE & CO LLC | 5.937.817 $ | -629.855 $ | 6.567.672 $ | -333.004 $ | 6.900.676 $ | -107.037 $ | 7.007.713 $ | |
|---|
| PIONEER TRUST BANK N A/OR | 6.822.315 $ | +356.440 $ | 6.465.875 $ | +494.725 $ | 5.971.150 $ | -1.035.730 $ | 7.006.880 $ | |
|---|
| CreativeOne Wealth, LLC | 7.006.743 $ | +788.645 $ | 6.218.098 $ | +424.029 $ | 5.794.069 $ | -567.016 $ | 6.361.085 $ | |
|---|
| Per Stirling Capital Management, LLC. | 6.981.846 $ | +436.000 $ | 6.545.846 $ | +243.079 $ | 6.302.767 $ | -671.082 $ | 6.973.849 $ | |
|---|
| WASHINGTON TRUST Co | 6.965.640 $ | +1.777.335 $ | 5.188.305 $ | +263.801 $ | 4.924.504 $ | -425.571 $ | 5.350.075 $ | |
|---|
| BLB&B Advisors, LLC | 6.948.228 $ | +591.940 $ | 6.356.288 $ | | | | | |
|---|
| Pure Financial Advisors, LLC | | | 6.779.093 $ | +414.930 $ | 6.364.163 $ | +2.095.076 $ | 4.269.087 $ | |
|---|
| Baldwin Investment Management, LLC | 6.776.435 $ | +364.057 $ | 6.412.378 $ | +343.205 $ | 6.069.173 $ | -549.042 $ | 6.618.215 $ | |
|---|
| Formidable Asset Management, LLC | 5.830.753 $ | -94.317 $ | 5.925.070 $ | -846.193 $ | 6.771.263 $ | +0 $ | 6.771.263 $ | |
|---|
| VeraBank, N.A. | 6.762.386 $ | +504.648 $ | 6.257.738 $ | +374.769 $ | 5.882.969 $ | +481.049 $ | 5.401.920 $ | |
|---|
| WINTON GROUP Ltd | 2.539.174 $ | -4.159.980 $ | 6.699.154 $ | +4.422.418 $ | 2.276.736 $ | -3.187.265 $ | 5.464.001 $ | |
|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 3.594.162 $ | -534.246 $ | 4.128.408 $ | -2.448.036 $ | 6.576.444 $ | -122.586 $ | 6.699.030 $ | |
|---|
| ORG Wealth Partners, LLC | 6.697.719 $ | +750.172 $ | 5.947.547 $ | +506.671 $ | 5.440.876 $ | -943.441 $ | 6.384.317 $ | |
|---|
| LMR Partners LLP | 1.203.400 $ | -59.400 $ | 1.262.800 $ | -5.422.017 $ | | | 6.684.817 $ | |
|---|
| EIGHT 31 FINANCIAL, LLC | 6.657.740 $ | +421.545 $ | 6.236.195 $ | -432.458 $ | 6.668.653 $ | | | |
|---|
| JEPPSON WEALTH MANAGEMENT, LLC | 6.424.832 $ | +61.335 $ | 6.363.497 $ | +214.154 $ | 6.149.343 $ | -456.981 $ | 6.606.324 $ | |
|---|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6.593.856 $ | +542.857 $ | 6.050.999 $ | +410.995 $ | 5.640.004 $ | -627.640 $ | 6.267.644 $ | |
|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 6.575.378 $ | +1.374.446 $ | 5.200.932 $ | +987.569 $ | 4.213.363 $ | +4.034.611 $ | 178.752 $ | |
|---|
| KENNEDY CAPITAL MANAGEMENT LLC | | | | | 5.058.946 $ | -1.505.276 $ | 6.564.222 $ | |
|---|
| FIRST MERCHANTS CORP | 6.538.434 $ | +76.957 $ | 6.461.477 $ | +208.430 $ | 6.253.047 $ | +2.034.124 $ | 4.218.923 $ | |
|---|
| Keystone Wealth Services, LLC | 6.486.422 $ | +419.987 $ | 6.066.435 $ | +273.445 $ | 5.792.990 $ | -351.109 $ | 6.144.099 $ | |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 4.642.717 $ | -499.811 $ | 5.142.528 $ | -705.945 $ | 5.848.473 $ | -628.336 $ | 6.476.809 $ | |
|---|
| FIRST FOUNDATION ADVISORS | 5.785.588 $ | +58.302 $ | 5.727.286 $ | +69.008 $ | 5.658.278 $ | -806.967 $ | 6.465.245 $ | |
|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 6.441.291 $ | +69.411 $ | 6.371.880 $ | | | | | |
|---|
| WILKINS INVESTMENT COUNSEL INC | 6.175.849 $ | +386.700 $ | 5.789.149 $ | +12.578 $ | 5.776.571 $ | -631.496 $ | 6.408.067 $ | |
|---|
| Alpha Cubed Investments, LLC | 4.775.668 $ | +291.060 $ | 4.484.608 $ | -53.804 $ | 4.538.412 $ | -1.842.769 $ | 6.381.181 $ | |
|---|
| First City Capital Management, Inc. | 6.370.032 $ | +428.671 $ | 5.941.361 $ | +357.105 $ | 5.584.256 $ | -490.094 $ | 6.074.350 $ | |
|---|
| LAKE STREET PRIVATE WEALTH, LLC | 1.060.705 $ | +77.440 $ | 983.265 $ | -4.863.937 $ | 5.847.202 $ | -519.730 $ | 6.366.932 $ | |
|---|
| Jacobi Capital Management LLC | 6.284.200 $ | +538.847 $ | 5.745.353 $ | +209.069 $ | 5.536.284 $ | -830.149 $ | 6.366.433 $ | |
|---|
| Fiduciary Group, LLC | 6.355.730 $ | +341.558 $ | 6.014.172 $ | +356.960 $ | 5.657.212 $ | -638.321 $ | 6.295.533 $ | |
|---|
| PITTENGER & ANDERSON INC | 6.339.873 $ | +2.648.212 $ | 3.691.661 $ | +181.585 $ | 3.510.076 $ | -242.880 $ | 3.752.956 $ | |
|---|
| BANK OF HAWAII | 6.331.567 $ | +296.271 $ | 6.035.296 $ | +184.666 $ | 5.850.630 $ | -124.771 $ | 5.975.401 $ | |
|---|
| Keystone Financial Group | 6.330.815 $ | | | | | | | |
|---|
| Financial Synergies Wealth Advisors, Inc. | 6.311.935 $ | +598.895 $ | 5.713.040 $ | +263.081 $ | 5.449.959 $ | -238.029 $ | 5.687.988 $ | |
|---|
| Ethos Financial Group, LLC | 6.305.104 $ | +231.587 $ | 6.073.517 $ | +383.535 $ | 5.689.982 $ | -541.191 $ | 6.231.173 $ | |
|---|
| GARDNER LEWIS ASSET MANAGEMENT L P | 3.353.876 $ | -713.580 $ | 4.067.456 $ | +134.912 $ | 3.932.544 $ | -2.356.474 $ | 6.289.018 $ | |
|---|
| Morse Asset Management, Inc | 5.157.182 $ | +1.713.697 $ | 3.443.485 $ | +200.682 $ | 3.242.803 $ | -3.041.738 $ | 6.284.541 $ | |
|---|
| CONGRESS ASSET MANAGEMENT CO | 5.815.924 $ | +329.271 $ | 5.486.653 $ | +49.112 $ | 5.437.541 $ | -827.143 $ | 6.264.684 $ | |
|---|
| Hikari Tsushin, Inc. | 6.255.995 $ | +394.573 $ | 5.861.422 $ | +257.331 $ | 5.604.091 $ | -578.604 $ | 6.182.695 $ | |
|---|
| Farmers & Merchants Trust Co of Long Beach | 5.030.452 $ | -271.616 $ | 5.302.068 $ | -929.957 $ | 6.232.025 $ | +56.824 $ | 6.175.201 $ | |
|---|
| SIGMA INVESTMENT COUNSELORS INC | 6.188.644 $ | +357.483 $ | 5.831.161 $ | | | | | |
|---|
| Rench Wealth Management, Inc. | 6.171.391 $ | +445.278 $ | 5.726.113 $ | +279.440 $ | 5.446.673 $ | -440.326 $ | 5.886.999 $ | |
|---|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 6.158.601 $ | +495.193 $ | 5.663.408 $ | +384.676 $ | 5.278.732 $ | -640.377 $ | 5.919.109 $ | |
|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5.703.616 $ | +384.314 $ | 5.319.302 $ | +241.400 $ | 5.077.902 $ | -1.078.966 $ | 6.156.868 $ | |
|---|
| TBH Global Asset Management, LLC | 6.134.869 $ | +510.428 $ | 5.624.441 $ | +349.563 $ | 5.274.878 $ | -858.015 $ | 6.132.893 $ | |
|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 6.133.855 $ | +197.236 $ | 5.936.619 $ | +957.939 $ | 4.978.680 $ | -427.548 $ | 5.406.228 $ | |
|---|
| LEVIN CAPITAL STRATEGIES, L.P. | 6.128.554 $ | +386.679 $ | 5.741.875 $ | +144.421 $ | 5.597.454 $ | +1.551.326 $ | 4.046.128 $ | |
|---|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 4.387.365 $ | +153.553 $ | 4.233.812 $ | -145.350 $ | 4.379.162 $ | -1.741.482 $ | 6.120.644 $ | |
|---|
| Ameritas Advisory Services, LLC | 4.325.706 $ | +690.100 $ | 3.635.606 $ | -261.044 $ | 3.896.650 $ | -2.217.384 $ | 6.114.034 $ | |
|---|
| VERUS CAPITAL PARTNERS, LLC | 5.100.744 $ | -59.207 $ | 5.159.951 $ | +75.408 $ | 5.084.543 $ | -996.185 $ | 6.080.728 $ | |
|---|
| BWM Planning, LLC | 6.073.978 $ | +1.746.194 $ | 4.327.784 $ | +883.630 $ | 3.444.154 $ | -128.133 $ | 3.572.287 $ | |
|---|
| Violich Capital Management, Inc. | 6.059.721 $ | +1.642.740 $ | 4.416.981 $ | +358.311 $ | 4.058.670 $ | +4.053.713 $ | 4.957 $ | |
|---|
| Diversified Enterprises, LLC | 6.044.087 $ | +2.075.922 $ | 3.968.165 $ | +221.216 $ | 3.746.949 $ | -300.681 $ | 4.047.630 $ | |
|---|
| SS&H Financial Advisors, Inc. | 6.565 $ | -6.031.874 $ | 6.038.439 $ | +254.322 $ | 5.784.117 $ | +5.779.670 $ | 4.447 $ | |
|---|
| First Dallas Securities Inc. | 5.610.781 $ | +241.175 $ | 5.369.606 $ | -650.394 $ | | | 6.020.000 $ | |
|---|
| Cornell Pochily Investment Advisors, Inc. | 5.889.161 $ | +330.736 $ | 5.558.425 $ | +13.722 $ | 5.544.703 $ | -475.207 $ | 6.019.910 $ | |
|---|
| MONARCH CAPITAL MANAGEMENT INC | 5.965.375 $ | +286.721 $ | 5.678.654 $ | +133.853 $ | 5.544.801 $ | -464.019 $ | 6.008.820 $ | |
|---|
| Hosking Partners LLP | 5.997.746 $ | +363.854 $ | 5.633.892 $ | +253.378 $ | 5.380.514 $ | -597.740 $ | 5.978.254 $ | |
|---|
| GODSEY & GIBB, INC | 5.931.750 $ | +374.123 $ | 5.557.627 $ | +162.668 $ | 5.394.959 $ | -601.017 $ | 5.995.976 $ | |
|---|
| Bill Few Associates, Inc. | 5.993.095 $ | +538.691 $ | 5.454.404 $ | | | | | |
|---|
| CAPITAL COUNSEL LLC/NY | 5.979.334 $ | +377.125 $ | 5.602.209 $ | +245.950 $ | 5.356.259 $ | -498.308 $ | 5.854.567 $ | |
|---|
| PINKERTON WEALTH, LLC | 5.961.840 $ | +393.783 $ | 5.568.057 $ | +622.000 $ | 4.946.057 $ | -358.712 $ | 5.304.769 $ | |
|---|
| EverSource Wealth Advisors, LLC | 5.960.100 $ | +1.595.126 $ | 4.364.974 $ | +138.532 $ | 4.226.442 $ | -76.816 $ | 4.303.258 $ | |
|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.945.778 $ | +625.090 $ | 5.320.688 $ | | | | | |
|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 5.945.429 $ | +1.829.366 $ | 4.116.063 $ | +36.832 $ | 4.079.231 $ | -385.442 $ | 4.464.673 $ | |
|---|
| Keystone Financial Planning, Inc. | 5.857.136 $ | +337.568 $ | 5.519.568 $ | +237.240 $ | 5.282.328 $ | -649.444 $ | 5.931.772 $ | |
|---|
| Nelson Capital Management, LLC | 5.930.922 $ | +379.934 $ | 5.550.988 $ | +237.558 $ | 5.313.430 $ | -478.426 $ | 5.791.856 $ | |
|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5.890.643 $ | +369.727 $ | 5.520.916 $ | +203.789 $ | 5.317.127 $ | -571.929 $ | 5.889.056 $ | |
|---|
| BRIAN LOW FINANCIAL GROUP, LLC | 5.889.145 $ | +356.773 $ | 5.532.372 $ | | | | | |
|---|
| Hartford Financial Management Inc. | 3.881.992 $ | +227.479 $ | 3.654.513 $ | +119.155 $ | 3.535.358 $ | -2.349.362 $ | 5.884.720 $ | |
|---|
| Palogic Value Management, L.P. | 5.883.784 $ | +371.098 $ | 5.512.686 $ | +244.823 $ | 5.267.863 $ | -426.268 $ | 5.694.131 $ | |
|---|
| Asset Dedication, LLC | 5.862.354 $ | +297.619 $ | 5.564.735 $ | +474.085 $ | 5.090.650 $ | -77.931 $ | 5.168.581 $ | |
|---|
| Integrated Advisors Network LLC | 5.323.985 $ | -531.708 $ | 5.855.693 $ | | | | | |
|---|
| Cherokee Insurance Co | 5.824.456 $ | +367.356 $ | 5.457.100 $ | | | | | |
|---|
| PRECEDENT WEALTH PARTNERS, LLC | 4.317.550 $ | +374.062 $ | 3.943.488 $ | +284.940 $ | 3.658.548 $ | -2.142.009 $ | 5.800.557 $ | |
|---|
| CIDEL ASSET MANAGEMENT INC | 5.799.670 $ | +419.014 $ | 5.380.656 $ | | | | | |
|---|
| VAN STRUM & TOWNE INC. | 5.505.228 $ | +349.549 $ | 5.155.679 $ | +228.595 $ | 4.927.084 $ | -852.216 $ | 5.779.300 $ | |
|---|
| SMITH, MOORE & CO. | 5.673.119 $ | -72.573 $ | 5.745.692 $ | +289.394 $ | 5.456.298 $ | +201.489 $ | 5.254.809 $ | |
|---|
| Broderick Brian C | 5.733.720 $ | +361.634 $ | 5.372.086 $ | +38.358 $ | 5.333.728 $ | | | |
|---|
| CJM Wealth Advisers, Ltd. | 5.719.511 $ | +282.960 $ | 5.436.551 $ | +441.157 $ | 4.995.394 $ | -511.762 $ | 5.507.156 $ | |
|---|
| HOLDERNESS INVESTMENTS CO | 5.502.982 $ | +279.543 $ | 5.223.439 $ | +181.890 $ | 5.041.549 $ | -673.468 $ | 5.715.017 $ | |
|---|
| INSIGNEO ADVISORY SERVICES, LLC | 5.592.681 $ | -112.807 $ | 5.705.488 $ | +489.908 $ | 5.215.580 $ | -278.035 $ | 5.493.615 $ | |
|---|
| ALEXANDER LABRUNERIE & CO., INC. | | | 5.492.944 $ | +315.323 $ | 5.177.621 $ | -489.267 $ | 5.666.888 $ | |
|---|
| Triangle Securities Wealth Management | 5.551.389 $ | +291.722 $ | 5.259.667 $ | +529.904 $ | 4.729.763 $ | -926.298 $ | 5.656.061 $ | |
|---|
| BROOKS, MOORE & ASSOCIATES, INC. | 5.405.221 $ | +380.376 $ | 5.024.845 $ | +303.673 $ | 4.721.172 $ | -915.664 $ | 5.636.836 $ | |
|---|
| Slagle Financial, LLC | 5.633.437 $ | +333.654 $ | 5.299.783 $ | | | | | |
|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | | | 5.437.387 $ | +252.215 $ | 5.185.172 $ | -437.057 $ | 5.622.229 $ | |
|---|
| Hopwood Financial Services, Inc. | | | 5.257.871 $ | +176.933 $ | 5.080.938 $ | -536.483 $ | 5.617.421 $ | |
|---|
| WHITENER CAPITAL MANAGEMENT, INC. | 5.617.110 $ | +461.278 $ | 5.155.832 $ | | | | | |
|---|
| United Advisor Group, LLC | 5.029.151 $ | +334.835 $ | 4.694.316 $ | -496.925 $ | 5.191.241 $ | -406.583 $ | 5.597.824 $ | |
|---|
| CWA Asset Management Group, LLC | 5.592.237 $ | +900.404 $ | 4.691.833 $ | +304.217 $ | 4.387.616 $ | +118.843 $ | 4.268.773 $ | |
|---|
| Apella Capital, LLC | 5.590.553 $ | +1.296.959 $ | 4.293.594 $ | +1.421.293 $ | 2.872.301 $ | +251.598 $ | 2.620.703 $ | |
|---|
| FAGAN ASSOCIATES, INC. | 5.579.437 $ | +244.952 $ | 5.334.485 $ | | | | | |
|---|
| Fiduciary Alliance LLC | 5.578.535 $ | +727.862 $ | 4.850.673 $ | +82.534 $ | 4.768.139 $ | +700.555 $ | 4.067.584 $ | |
|---|
| KEMPNER CAPITAL MANAGEMENT INC. | 2.921.000 $ | -154.000 $ | 3.075.000 $ | -2.501.000 $ | 5.576.000 $ | +5.569.848 $ | 6.152 $ | |
|---|
| Fragasso Financial Advisors Inc | 5.468.771 $ | +359.335 $ | 5.109.436 $ | +306.998 $ | 4.802.438 $ | -753.901 $ | 5.556.339 $ | |
|---|
| Plan Group Financial, LLC | 5.547.504 $ | +226.113 $ | 5.321.391 $ | +567.322 $ | 4.754.069 $ | -282.390 $ | 5.036.459 $ | |
|---|
| GFS Advisors, LLC | 5.517.228 $ | +528.379 $ | 4.988.849 $ | +218.849 $ | 4.770.000 $ | -492.000 $ | 5.262.000 $ | |
|---|
| BECK MACK & OLIVER LLC | 5.516.025 $ | +95.118 $ | 5.420.907 $ | +577.022 $ | 4.843.885 $ | -633.317 $ | 5.477.202 $ | |
|---|
| Summit X, LLC | | | | | 2.628.324 $ | -2.887.016 $ | 5.515.340 $ | |
|---|
| BCGM Wealth Management, LLC | 5.510.779 $ | +607.618 $ | 4.903.161 $ | | | | | |
|---|
| KKM Financial LLC | 5.485.699 $ | +1.069.845 $ | 4.415.854 $ | +1.016.704 $ | 3.399.150 $ | +458.725 $ | 2.940.425 $ | |
|---|
| ACADEMY CAPITAL MANAGEMENT | 5.476.312 $ | +426.916 $ | 5.049.396 $ | +3.717.850 $ | 1.331.546 $ | -137.477 $ | 1.469.023 $ | |
|---|
| Hills Bank & Trust Co | 5.287.138 $ | +330.874 $ | 4.956.264 $ | +175.011 $ | 4.781.253 $ | -675.255 $ | 5.456.508 $ | |
|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5.447.171 $ | +1.788.827 $ | 3.658.344 $ | -114.234 $ | 3.772.578 $ | +150.406 $ | 3.622.172 $ | |
|---|
| St. Louis Trust Co | 5.421.463 $ | +1.220.172 $ | 4.201.291 $ | | | | | |
|---|
| Atlas Brown,Inc. | 5.092.860 $ | -16.098 $ | 5.108.958 $ | +221.733 $ | 4.887.225 $ | -507.336 $ | 5.394.561 $ | |
|---|
| Altrius Capital Management Inc | 5.394.264 $ | +426.834 $ | 4.967.430 $ | +353.019 $ | 4.614.411 $ | -418.306 $ | 5.032.717 $ | |
|---|
| Financial Sense Advisors, Inc. | 5.393.184 $ | +261.996 $ | 5.131.188 $ | | | | | |
|---|
| First Command Advisory Services, Inc. | 5.091.826 $ | +235.345 $ | 4.856.481 $ | +220.111 $ | 4.636.370 $ | -708.582 $ | 5.344.952 $ | |
|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.326.489 $ | +997.340 $ | 4.329.149 $ | | | | | |
|---|
| Regal Investment Advisors LLC | 5.322.305 $ | +537.125 $ | 4.785.180 $ | +1.454.524 $ | 3.330.656 $ | +807.279 $ | 2.523.377 $ | |
|---|
| Generali Investments, Management Co LLC | 5.196.281 $ | +304.622 $ | 4.891.659 $ | +114.888 $ | 4.776.771 $ | -543.444 $ | 5.320.215 $ | |
|---|
| Moloney Securities Asset Management, LLC | | | 4.753.178 $ | -84.840 $ | 4.838.018 $ | -474.979 $ | 5.312.997 $ | |
|---|
| Drucker Wealth 3.0, LLC | 4.161.630 $ | +241.698 $ | 3.919.932 $ | -814.565 $ | 4.734.497 $ | -565.343 $ | 5.299.840 $ | |
|---|
| GDS Wealth Management | 5.295.201 $ | +75.440 $ | 5.219.761 $ | | | | | |
|---|
| Fairvoy Private Wealth, LLC | 5.294.565 $ | +365.831 $ | 4.928.734 $ | +292.827 $ | 4.635.907 $ | -422.043 $ | 5.057.950 $ | |
|---|
| Independence Bank of Kentucky | 5.291.831 $ | +355.072 $ | 4.936.759 $ | +1.067.278 $ | 3.869.481 $ | -394.397 $ | 4.263.878 $ | |
|---|
| Capital International Sarl | 5.286.657 $ | +598.850 $ | 4.687.807 $ | | | | | |
|---|
| Stratos Wealth Advisors, LLC | 5.272.389 $ | +359.845 $ | 4.912.544 $ | | | | | |
|---|
| Forvis Mazars Wealth Advisors, LLC | 5.269.889 $ | +479.492 $ | 4.790.397 $ | | | | | |
|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.735.105 $ | +176.160 $ | 3.558.945 $ | -5.204 $ | 3.564.149 $ | -1.702.567 $ | 5.266.716 $ | |
|---|
| Calamos Wealth Management LLC | 5.255.998 $ | +436.924 $ | 4.819.074 $ | | | | | |
|---|
| Garrett Wealth Advisory Group, LLC | 5.236.944 $ | +346.487 $ | 4.890.457 $ | | | | | |
|---|
| S-Bank Fund Management Ltd | | | 3.608.000 $ | +158.400 $ | 3.449.600 $ | -1.742.527 $ | 5.192.127 $ | |
|---|
| Baugh & Associates, LLC | 5.184.368 $ | +245.016 $ | 4.939.352 $ | | | | | |
|---|
| Second Line Capital, LLC | 5.182.202 $ | +285.182 $ | 4.897.020 $ | +101.562 $ | 4.795.458 $ | -373.821 $ | 5.169.279 $ | |
|---|
| Pacifica Partners Inc. | 5.180.415 $ | +445.551 $ | 4.734.864 $ | +63.115 $ | 4.671.749 $ | -170.647 $ | 4.842.396 $ | |
|---|
| Aspen Wealth Management LLC | 4.367.131 $ | -811.683 $ | 5.178.814 $ | +248.565 $ | 4.930.249 $ | -35.322 $ | 4.965.571 $ | |
|---|
| GTS SECURITIES LLC | 5.169.686 $ | +4.413.697 $ | 755.989 $ | -2.174.985 $ | 2.930.974 $ | -679.146 $ | 3.610.120 $ | |
|---|
| WEBSTER BANK, N. A. | 4.540.308 $ | +238.783 $ | 4.301.525 $ | -302.613 $ | 4.604.138 $ | -563.133 $ | 5.167.271 $ | |
|---|
| Alaska Permanent Fund Corp | | | | | | | 5.162.455 $ | |
|---|
| FSM Wealth Advisors, LLC | 5.155.945 $ | +148.260 $ | 5.007.685 $ | +182.637 $ | 4.825.048 $ | +592.760 $ | 4.232.288 $ | |
|---|
| CFS Investment Advisory Services, LLC | 5.146.821 $ | +232.227 $ | 4.914.594 $ | +4.910.311 $ | 4.283 $ | -502 $ | 4.785 $ | |
|---|
| MFA WEALTH ADVISORS, LLC | 5.145.409 $ | +546.358 $ | 4.599.051 $ | -274.223 $ | | | 4.873.274 $ | |
|---|
| Parkside Financial Bank & Trust | | | 5.142.075 $ | | | | | |
|---|
| Bangor Savings Bank | 4.983.243 $ | +157.235 $ | 4.826.008 $ | +163.247 $ | 4.662.761 $ | -471.330 $ | 5.134.091 $ | |
|---|
| Farmers National Bank | | | 5.132.381 $ | +1.014.421 $ | 4.117.960 $ | -309.329 $ | 4.427.289 $ | |
|---|
| MONECO ADVISORS, LLC | 4.993.218 $ | +132.054 $ | 4.861.164 $ | +194.891 $ | 4.666.273 $ | -464.415 $ | 5.130.688 $ | |
|---|
| PALISADE CAPITAL MANAGEMENT, LP | 5.123.706 $ | +719.944 $ | 4.403.762 $ | | | | | |
|---|
| Econ Financial Services Corp | 5.109.444 $ | +4.370.323 $ | 739.121 $ | | | | | |
|---|
| Synergy Asset Management, LLC | 4.107.806 $ | -1.000.892 $ | 5.108.698 $ | +4.602.793 $ | 505.905 $ | -60.201 $ | 566.106 $ | |
|---|
| BARR E S & CO | 3.028.236 $ | -1.255.250 $ | 4.283.486 $ | -135.344 $ | 4.418.830 $ | -670.304 $ | 5.089.134 $ | |
|---|
| AZZAD ASSET MANAGEMENT INC /ADV | 3.102.439 $ | +150.824 $ | 2.951.615 $ | +92.208 $ | 2.859.407 $ | -2.226.417 $ | 5.085.824 $ | |
|---|
| Stratos Investment Management, LLC | 4.558.026 $ | +759.057 $ | 3.798.969 $ | +291.778 $ | 3.507.191 $ | -1.577.075 $ | 5.084.266 $ | |
|---|
| Hara Capital LLC | 4.499.514 $ | +256.392 $ | 4.243.122 $ | -327.309 $ | 4.570.431 $ | -478.886 $ | 5.049.317 $ | |
|---|
| Central Pacific Bank - Trust Division | 4.638.265 $ | +257.251 $ | 4.381.014 $ | -202.426 $ | 4.583.440 $ | -465.376 $ | 5.048.816 $ | |
|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 4.884.240 $ | +254.725 $ | 4.629.515 $ | +125.092 $ | 4.504.423 $ | -534.522 $ | 5.038.945 $ | |
|---|
| FLC Capital Advisors | 5.035.507 $ | +362.696 $ | 4.672.811 $ | | | | | |
|---|
| HARBOR INVESTMENT ADVISORY, LLC | 4.771.066 $ | +287.305 $ | 4.483.761 $ | +98.888 $ | 4.384.873 $ | -637.016 $ | 5.021.889 $ | |
|---|
| Scott & Selber, Inc. | 5.020.885 $ | +155.649 $ | 4.865.236 $ | +4.860.443 $ | 4.793 $ | -465 $ | 5.258 $ | |
|---|
| JPL Wealth Management, LLC | 5.011.863 $ | +171.079 $ | 4.840.784 $ | +327.378 $ | 4.513.406 $ | -228.247 $ | 4.741.653 $ | |
|---|
| PFG Advisors | 3.935.475 $ | -1.073.013 $ | 5.008.488 $ | | | | | |
|---|
| Blue Edge Capital, LLC | 5.006.614 $ | +308.107 $ | 4.698.507 $ | +178.894 $ | 4.519.613 $ | -478.885 $ | 4.998.498 $ | |
|---|
| NEW ENGLAND ASSET MANAGEMENT INC | 5.006.144 $ | +461.755 $ | 4.544.389 $ | | | | | |
|---|
| Deane Retirement Strategies, Inc. | 4.986.870 $ | +380.793 $ | 4.606.077 $ | +165.497 $ | 4.440.580 $ | -306.316 $ | 4.746.896 $ | |
|---|
| Private Harbour Investment Management & Counsel, LLC | 4.966.191 $ | +284.134 $ | 4.682.057 $ | -154.174 $ | 4.836.231 $ | | | |
|---|
| Burford Brothers, Inc. | 4.919.669 $ | +242.118 $ | 4.677.551 $ | +185.175 $ | 4.492.376 $ | -469.636 $ | 4.962.012 $ | |
|---|
| Lafayette Investments, Inc. | 4.946.089 $ | +282.784 $ | 4.663.305 $ | +181.376 $ | 4.481.929 $ | +347.012 $ | 4.134.917 $ | |
|---|
| Ledyard National Bank | 4.766.909 $ | +202.676 $ | 4.564.233 $ | +215.473 $ | 4.348.760 $ | -555.319 $ | 4.904.079 $ | |
|---|
| JOURNEY STRATEGIC WEALTH LLC | 4.903.092 $ | +380.982 $ | 4.522.110 $ | +212.173 $ | 4.309.937 $ | +1.701.871 $ | 2.608.066 $ | |
|---|
| Financial Security Advisor, Inc. | 4.879.218 $ | +271.143 $ | 4.608.075 $ | +209.844 $ | 4.398.231 $ | -286.087 $ | 4.684.318 $ | |
|---|
| WEALTH ALLIANCE, LLC | 4.871.842 $ | +590.249 $ | 4.281.593 $ | +249.657 $ | 4.031.936 $ | +169.116 $ | 3.862.820 $ | |
|---|
| Curbstone Financial Management Corp | 4.821.302 $ | +207.798 $ | 4.613.504 $ | +186.374 $ | 4.427.130 $ | -429.733 $ | 4.856.863 $ | |
|---|
| IVY LANE CAPITAL MANAGEMENT, LLC | | | | | 4.851.000 $ | | | |
|---|
| Aull & Monroe Investment Management Corp | 4.842.553 $ | +300.083 $ | 4.542.470 $ | | | | | |
|---|
| Krilogy Financial LLC | 4.827.251 $ | +830.297 $ | 3.996.954 $ | +1.411.575 $ | 2.585.379 $ | -72.110 $ | 2.657.489 $ | |
|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 4.813.600 $ | +303.600 $ | 4.510.000 $ | +198.000 $ | 4.312.000 $ | -445.200 $ | 4.757.200 $ | |
|---|
| NORTHCAPE WEALTH MANAGEMENT, LLC | 4.747.434 $ | +354.695 $ | 4.392.739 $ | +276.623 $ | 4.116.116 $ | -677.286 $ | 4.793.402 $ | |
|---|
| MORTON COMMUNITY BANK | 4.790.632 $ | +985.989 $ | 3.804.643 $ | +425.544 $ | 3.379.099 $ | -186.541 $ | 3.565.640 $ | |
|---|
| Linden Thomas Advisory Services, LLC | 4.789.893 $ | +374.265 $ | 4.415.628 $ | +332.811 $ | 4.082.817 $ | +1.491.213 $ | 2.591.604 $ | |
|---|
| NBC SECURITIES, INC. | 4.783.741 $ | +4.779.175 $ | | | 4.566 $ | -820 $ | 5.386 $ | |
|---|
| LRI Investments, LLC | 4.232.358 $ | -391.970 $ | 4.624.328 $ | +157.851 $ | 4.466.477 $ | -305.233 $ | 4.771.710 $ | |
|---|
| 1900 WEALTH MANAGEMENT LLC | 4.764.897 $ | +319.248 $ | 4.445.649 $ | +718.850 $ | 3.726.799 $ | -384.946 $ | 4.111.745 $ | |
|---|
| Twin Lakes Capital Management, LLC | 4.764.191 $ | +316.306 $ | 4.447.885 $ | | | | | |
|---|
| Sterling Investment Advisors, Ltd. | 4.728.397 $ | +271.753 $ | 4.456.644 $ | +224.142 $ | 4.232.502 $ | -327.996 $ | 4.560.498 $ | |
|---|
| Oak Harvest Investment Services | 4.723.782 $ | +48.829 $ | 4.674.953 $ | +1.724.869 $ | 2.950.084 $ | -434.977 $ | 3.385.061 $ | |
|---|
| D L CARLSON INVESTMENT GROUP INC | 4.562.089 $ | +294.727 $ | 4.267.362 $ | +387.414 $ | 3.879.948 $ | -833.487 $ | 4.713.435 $ | |
|---|
| Spectrum Asset Management, Inc. (NB/CA) | 4.676.836 $ | +38.617 $ | 4.638.219 $ | +212.578 $ | 4.425.641 $ | -105.130 $ | 4.530.771 $ | |
|---|
| KLCM Advisors, Inc. | 4.169.597 $ | +1.141.713 $ | 3.027.884 $ | -1.120.177 $ | 4.148.061 $ | -520.129 $ | 4.668.190 $ | |
|---|
| Manske Wealth Management | 4.663.661 $ | +296.629 $ | 4.367.032 $ | +113.467 $ | 4.253.565 $ | +123.859 $ | 4.129.706 $ | |
|---|
| Concord Wealth Partners | 4.574.950 $ | +357.330 $ | 4.217.620 $ | +237.367 $ | 3.980.253 $ | -681.417 $ | 4.661.670 $ | |
|---|
| Sawyer & Company, Inc | 4.657.038 $ | +4.652.997 $ | 4.041 $ | +0 $ | 4.041 $ | -344 $ | 4.385 $ | |
|---|
| Ascension Capital Advisors, Inc. | 4.656.556 $ | +32.791 $ | 4.623.765 $ | | | | | |
|---|
| Valued Retirements, Inc. | 4.649.697 $ | +430.621 $ | 4.219.076 $ | +0 $ | 4.219.076 $ | -435.606 $ | 4.654.682 $ | |
|---|
| ELLERSON GROUP INC /ADV | 3.719.108 $ | +226.113 $ | 3.492.995 $ | +137.181 $ | 3.355.814 $ | -1.294.943 $ | 4.650.757 $ | |
|---|
| BIP Wealth, LLC | 4.619.108 $ | +2.199.184 $ | 2.419.924 $ | +301.349 $ | 2.118.575 $ | -149.347 $ | 2.267.922 $ | |
|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 4.612.876 $ | +347.011 $ | 4.265.865 $ | +401.949 $ | 3.863.916 $ | -490.097 $ | 4.354.013 $ | |
|---|
| Leonteq Securities AG | 703.873 $ | -1.063.826 $ | 1.767.699 $ | -2.836.443 $ | 4.604.142 $ | +3.025.449 $ | 1.578.693 $ | |
|---|
| Independent Solutions Wealth Management, LLC | 4.601.480 $ | +239.133 $ | 4.362.347 $ | | | | | |
|---|
| Fortis Group Advisors, LLC | 4.599.656 $ | +716.368 $ | 3.883.288 $ | -15.314 $ | 3.898.602 $ | +190.485 $ | 3.708.117 $ | |
|---|
| Howard Capital Management Inc. | 4.595.303 $ | +295.582 $ | 4.299.721 $ | | | | | |
|---|
| NORDEN GROUP LLC | 4.156.160 $ | +645.821 $ | 3.510.339 $ | +21.646 $ | 3.488.693 $ | -1.105.680 $ | 4.594.373 $ | |
|---|
| VALLEY WEALTH MANAGERS, INC. | 4.581.235 $ | +427.740 $ | 4.153.495 $ | +294.999 $ | 3.858.496 $ | -230.209 $ | 4.088.705 $ | |
|---|
| RAHLFS CAPITAL, LLC | 4.353.420 $ | +121.123 $ | 4.232.297 $ | +148.294 $ | 4.084.003 $ | -490.639 $ | 4.574.642 $ | |
|---|
| MARKEL GROUP INC. | 4.572.920 $ | | | | | | | |
|---|
| Lineweaver Wealth Advisors, LLC | 4.571.735 $ | | | | | | | |
|---|
| Kinloch Capital, LLC | 4.571.644 $ | +312.017 $ | 4.259.627 $ | +235.734 $ | 4.023.893 $ | -360.033 $ | 4.383.926 $ | |
|---|
| West Branch Capital LLC | 4.571.377 $ | +317.032 $ | 4.254.345 $ | +302.086 $ | 3.952.259 $ | -176.614 $ | 4.128.873 $ | |
|---|
| Kassira Wealth Management LLC | 4.566.102 $ | +386.571 $ | 4.179.531 $ | | | | | |
|---|
| Huber Capital Management LLC | 4.256.305 $ | -295.300 $ | 4.551.605 $ | | | | | |
|---|
| Widmann Financial Services, Inc. | 4.548.907 $ | +643.989 $ | 3.904.918 $ | +186.609 $ | 3.718.309 $ | | | |
|---|
| Patriot Financial Group Insurance Agency, LLC | 4.547.580 $ | +540.402 $ | 4.007.178 $ | -58.188 $ | 4.065.366 $ | -75.761 $ | 4.141.127 $ | |
|---|
| NICOLET ADVISORY SERVICES, LLC | 4.546.970 $ | +603.672 $ | 3.943.298 $ | +98.040 $ | 3.845.258 $ | +245.112 $ | 3.600.146 $ | |
|---|
| BANQUE PICTET & CIE SA | 4.536.818 $ | +455.268 $ | 4.081.550 $ | +825.990 $ | 3.255.560 $ | -157.731 $ | 3.413.291 $ | |
|---|
| PUZO MICHAEL J | 4.529.116 $ | +279.119 $ | 4.249.997 $ | | | | | |
|---|
| Park Edge Advisors, LLC | 4.524.670 $ | +250.198 $ | 4.274.472 $ | +821.526 $ | 3.452.946 $ | -345.653 $ | 3.798.599 $ | |
|---|
| Advisory Alpha, LLC | 4.106.567 $ | -416.760 $ | 4.523.327 $ | | | | | |
|---|
| Moss Adams Wealth Advisors LLC | 4.515.930 $ | +433.432 $ | 4.082.498 $ | +212.742 $ | 3.869.756 $ | -424.785 $ | 4.294.541 $ | |
|---|
| BURNS J W & CO INC/NY | 4.136.458 $ | +273.407 $ | 3.863.051 $ | +21.264 $ | 3.841.787 $ | -663.332 $ | 4.505.119 $ | |
|---|
| MidWestOne Financial Group, Inc. | 3.995.528 $ | -246.465 $ | 4.241.993 $ | +192.271 $ | 4.049.722 $ | -445.237 $ | 4.494.959 $ | |
|---|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 4.488.441 $ | +260.541 $ | 4.227.900 $ | +185.616 $ | 4.042.284 $ | -393.567 $ | 4.435.851 $ | |
|---|
| Triad Wealth Partners, LLC | 4.481.099 $ | +410.831 $ | 4.070.268 $ | +2.293.986 $ | 1.776.282 $ | +609.828 $ | 1.166.454 $ | |
|---|
| Sava Infond d.o.o. | 4.476.648 $ | +255.288 $ | 4.221.360 $ | +185.328 $ | 4.036.032 $ | -5.209 $ | 4.041.241 $ | |
|---|
| Strengthening Families & Communities, LLC | 4.471.848 $ | +665.302 $ | 3.806.546 $ | +153.654 $ | 3.652.892 $ | -228.775 $ | 3.881.667 $ | |
|---|
| Supplemental Annuity Collective Trust of NJ | 4.464.855 $ | +281.604 $ | 4.183.251 $ | +183.655 $ | 3.999.596 $ | -412.945 $ | 4.412.541 $ | |
|---|
| Checchi Capital Advisers, LLC | 4.452.226 $ | +104.803 $ | 4.347.423 $ | | | | | |
|---|
| Aprio Wealth Management, LLC | 4.437.590 $ | +2.353.140 $ | 2.084.450 $ | +592.854 $ | 1.491.596 $ | -513.095 $ | 2.004.691 $ | |
|---|
| Retirement Investment Advisors, Inc. | 4.433.566 $ | +279.630 $ | 4.153.936 $ | +338.139 $ | 3.815.797 $ | -393.968 $ | 4.209.765 $ | |
|---|
| Weaver Capital Management LLC | 4.429.325 $ | +389.397 $ | 4.039.928 $ | +635.834 $ | 3.404.094 $ | -400.281 $ | 3.804.375 $ | |
|---|
| DJE Kapital AG | 3.861.441 $ | -430.310 $ | 4.291.751 $ | +0 $ | 4.291.751 $ | -130.780 $ | 4.422.531 $ | |
|---|
| Premier Path Wealth Partners, LLC | 4.417.966 $ | +381.295 $ | 4.036.671 $ | -120.027 $ | | | 4.156.698 $ | |
|---|
| Catalyst Funds Management Pty Ltd | 3.249.180 $ | -1.148.070 $ | 4.397.250 $ | +1.086.239 $ | | | 3.311.011 $ | |
|---|
| Cohen Investment Advisors LLC | 4.379.894 $ | | | | | | | |
|---|
| Fielder Capital Group LLC | 3.820.644 $ | +253.404 $ | 3.567.240 $ | +9.679 $ | 3.557.561 $ | -822.214 $ | 4.379.775 $ | |
|---|
| 180 WEALTH ADVISORS, LLC | 4.348.823 $ | +712.291 $ | 3.636.532 $ | | | | | |
|---|
| Massachusetts Wealth Management | 4.343.552 $ | +148.012 $ | 4.195.540 $ | | | | | |
|---|
| Hilltop National Bank | 4.340.183 $ | +351.652 $ | 3.988.531 $ | +262.317 $ | 3.726.214 $ | | | |
|---|
| PEOPLES FINANCIAL SERVICES CORP. | 4.289.375 $ | +142.342 $ | 4.147.033 $ | +254.065 $ | 3.892.968 $ | -446.044 $ | 4.339.012 $ | |
|---|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 4.331.589 $ | +267.561 $ | 4.064.028 $ | | | | | |
|---|
| UNIVEST FINANCIAL Corp | 4.325.361 $ | +243.715 $ | 4.081.646 $ | | | | | |
|---|
| Quintet Private Bank (Europe) S.A. | 3.794.200 $ | +318.907 $ | 3.475.293 $ | -90.839 $ | 3.566.132 $ | -742.940 $ | 4.309.072 $ | |
|---|
| Elyxium Wealth, LLC | 4.303.431 $ | +197.333 $ | 4.106.098 $ | +209.442 $ | 3.896.656 $ | -221.856 $ | 4.118.512 $ | |
|---|
| Retirement Planning Group, LLC | 4.287.150 $ | +294.579 $ | 3.992.571 $ | | | | | |
|---|
| Zhang Financial LLC | 4.284.972 $ | +698.252 $ | 3.586.720 $ | +612.894 $ | 2.973.826 $ | -240.159 $ | 3.213.985 $ | |
|---|
| CRA Financial Services, LLC | 4.271.279 $ | +286.303 $ | 3.984.976 $ | +180.884 $ | 3.804.092 $ | -328.516 $ | 4.132.608 $ | |
|---|
| Strategic Wealth Investment Group, LLC | 3.994.415 $ | -274.326 $ | 4.268.741 $ | | | | | |
|---|
| Mezzasalma Advisors, LLC | 4.267.068 $ | +659.702 $ | 3.607.366 $ | | | | | |
|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 4.016.959 $ | +386.167 $ | 3.630.792 $ | +206.827 $ | 3.423.965 $ | -832.566 $ | 4.256.531 $ | |
|---|
| CHILTON INVESTMENT CO INC. | 3.417.536 $ | -829.644 $ | 4.247.180 $ | +1.335.502 $ | 2.911.678 $ | +2.357.345 $ | 554.333 $ | |
|---|
| Concentric Capital Strategies, LP | 508.196 $ | +130.483 $ | 377.713 $ | -3.862.492 $ | 4.240.205 $ | | | |
|---|
| Bristlecone Advisors, LLC | | | 4.231.607 $ | | | | | |
|---|
| Relyea Zuckerberg Hanson LLC | 4.226.681 $ | +298.810 $ | 3.927.871 $ | +204.877 $ | 3.722.994 $ | -440.160 $ | 4.163.154 $ | |
|---|
| Bridge Creek Capital Management LLC | | | 4.119.660 $ | +152.296 $ | 3.967.364 $ | -250.251 $ | 4.217.615 $ | |
|---|
| Weiss Asset Management LP | 4.216.714 $ | | | | | | | |
|---|
| Westover Capital Advisors, LLC | 4.216.232 $ | +162.080 $ | 4.054.152 $ | +344.970 $ | 3.709.182 $ | | | |
|---|
| Legacy Private Trust Co. | 4.212.982 $ | +293.342 $ | 3.919.640 $ | +359.114 $ | 3.560.526 $ | +98.832 $ | 3.461.694 $ | |
|---|
| AMERICAN ASSETS INC | 4.211.900 $ | +265.650 $ | 3.946.250 $ | +365.750 $ | 3.580.500 $ | -582.050 $ | 4.162.550 $ | |
|---|
| Citizens Business Bank | 4.209.012 $ | +187.217 $ | 4.021.795 $ | | | | | |
|---|
| First Bank & Trust | 4.184.583 $ | +619.315 $ | 3.565.268 $ | +832.107 $ | 2.733.161 $ | +978.706 $ | 1.754.455 $ | |
|---|
| Tilson Financial Group, Inc. | 4.174.422 $ | +220.262 $ | 3.954.160 $ | +3.950.460 $ | 3.700 $ | -365 $ | 4.065 $ | |
|---|
| JFS WEALTH ADVISORS, LLC | 4.003.618 $ | +183.759 $ | 3.819.859 $ | +150.268 $ | 3.669.591 $ | -497.381 $ | 4.166.972 $ | |
|---|
| CLOVERFIELDS CAPITAL GROUP, LP | 999.350 $ | -2.453.891 $ | 3.453.241 $ | -339.099 $ | 3.792.340 $ | -367.460 $ | 4.159.800 $ | |
|---|
| Bank of New Hampshire | | | 3.908.817 $ | +148.322 $ | 3.760.495 $ | -396.584 $ | 4.157.079 $ | |
|---|
| River Wealth Advisors LLC | 4.127.346 $ | +351.227 $ | 3.776.119 $ | +12.803 $ | 3.763.316 $ | -296.481 $ | 4.059.797 $ | |
|---|
| MILLER HOWARD INVESTMENTS INC /NY | 2.794.415 $ | +56.281 $ | 2.738.134 $ | -708.340 $ | 3.446.474 $ | -676.116 $ | 4.122.590 $ | |
|---|
| STABLEFORD CAPITAL II LLC | 4.117.553 $ | +100.045 $ | 4.017.508 $ | +88.151 $ | 3.929.357 $ | +189.723 $ | 3.739.634 $ | |
|---|
| PIN OAK INVESTMENT ADVISORS INC | 5.390 $ | -4.109.593 $ | 4.114.983 $ | +4.110.248 $ | 4.735 $ | +18 $ | 4.717 $ | |
|---|
| NORTHSTAR ASSET MANAGEMENT Co | 4.024.603 $ | +236.925 $ | 3.787.678 $ | +104.842 $ | 3.682.836 $ | -422.342 $ | 4.105.178 $ | |
|---|
| Concord Asset Management, LLC/VA | 4.087.746 $ | +335.594 $ | 3.752.152 $ | -228.101 $ | 3.980.253 $ | +471.427 $ | 3.508.826 $ | |
|---|
| EXENCIAL WEALTH ADVISORS, LLC | 3.983.452 $ | +265.784 $ | 3.717.668 $ | +162.084 $ | 3.555.584 $ | -529.751 $ | 4.085.335 $ | |
|---|
| Solitude Financial Services | 4.081.776 $ | +476.563 $ | 3.605.213 $ | -353.924 $ | 3.959.137 $ | -107.466 $ | 4.066.603 $ | |
|---|
| Trilogy Capital Inc. | 1.303.603 $ | +100.022 $ | 1.203.581 $ | -377.174 $ | 1.580.755 $ | -2.498.399 $ | 4.079.154 $ | |
|---|
| Destination Wealth Management | 4.056.376 $ | +1.005.188 $ | 3.051.188 $ | +1.551.843 $ | 1.499.345 $ | -55.612 $ | 1.554.957 $ | |
|---|
| Archford Capital Strategies, LLC | 2.671.779 $ | -1.143.577 $ | 3.815.356 $ | +49.415 $ | 3.765.941 $ | -288.601 $ | 4.054.542 $ | |
|---|
| CATALYST FINANCIAL PARTNERS LLC | 4.045.386 $ | +721.854 $ | 3.323.532 $ | +181.809 $ | 3.141.723 $ | -457.931 $ | 3.599.654 $ | |
|---|
| Leelyn Smith, LLC | 4.031.441 $ | +265.194 $ | 3.766.247 $ | +558.152 $ | 3.208.095 $ | -263.498 $ | 3.471.593 $ | |
|---|
| SILVER OAK SECURITIES, INCORPORATED | 4.026.873 $ | +394.311 $ | 3.632.562 $ | +164.457 $ | 3.468.105 $ | -241.858 $ | 3.709.963 $ | |
|---|
| PATRON PARTNERS, LLC | 3.809.322 $ | -208.545 $ | 4.017.867 $ | +21.042 $ | 3.996.825 $ | | | |
|---|
| Outlook Wealth Advisors, LLC | 4.000.402 $ | +1.056.565 $ | 2.943.837 $ | +125.959 $ | 2.817.878 $ | -518.271 $ | 3.336.149 $ | |
|---|
| Knollwood Investment Advisory, LLC | 3.999.741 $ | +252.269 $ | 3.747.472 $ | +164.523 $ | 3.582.949 $ | -369.927 $ | 3.952.876 $ | |
|---|
| DAVIDSON TRUST CO | 3.643.895 $ | +155.071 $ | 3.488.824 $ | -503.980 $ | 3.992.804 $ | | | |
|---|
| Meridian Financial Partners LLC | 3.992.532 $ | +583.028 $ | 3.409.504 $ | +3.406.198 $ | 3.306 $ | -265 $ | 3.571 $ | |
|---|
| Kathmere Capital Management, LLC | 3.983.504 $ | +654.552 $ | 3.328.952 $ | +242.199 $ | 3.086.753 $ | -132.960 $ | 3.219.713 $ | |
|---|
| IFC Advisors LLC | 3.981.069 $ | +554.033 $ | 3.427.036 $ | +39.744 $ | 3.387.292 $ | +1.732.262 $ | 1.655.030 $ | |
|---|
| Rehmann Capital Advisory Group | 3.580.399 $ | +158.342 $ | 3.422.057 $ | -43.166 $ | 3.465.223 $ | -509.720 $ | 3.974.943 $ | |
|---|
| MEANS INVESTMENT CO., INC. | 3.964.760 $ | +230.722 $ | 3.734.038 $ | +313.239 $ | 3.420.799 $ | -368.190 $ | 3.788.989 $ | |
|---|
| Arista Wealth Management, LLC | 3.961.481 $ | +203.007 $ | 3.758.474 $ | +118.411 $ | 3.640.063 $ | +3.042.307 $ | 597.756 $ | |
|---|
| Heritage Wealth Advisors | 3.956.659 $ | +239.517 $ | 3.717.142 $ | +173.972 $ | 3.543.170 $ | -409.231 $ | 3.952.401 $ | |
|---|
| SOMERVILLE KURT F | 3.727.895 $ | +27.664 $ | 3.700.231 $ | -206.975 $ | | | 3.907.206 $ | |
|---|
| ARROW FINANCIAL CORP | 3.542.930 $ | +106.986 $ | 3.435.944 $ | +50.808 $ | 3.385.136 $ | -504.469 $ | 3.889.605 $ | |
|---|
| Golden State Equity Partners | 3.871.580 $ | +1.237.692 $ | 2.633.888 $ | -112.986 $ | 2.746.874 $ | +237.270 $ | 2.509.604 $ | |
|---|
| Peoples Bank/KS | 1.838.675 $ | +66.921 $ | 1.771.754 $ | -1.760.529 $ | 3.532.283 $ | -335.545 $ | 3.867.828 $ | |
|---|
| Limestone Investment Advisors LP | 3.862.914 $ | +3.208.964 $ | 653.950 $ | | | | | |
|---|
| U S WEALTH GROUP, LLC. | | | 3.854.246 $ | +279.598 $ | 3.574.648 $ | +797.871 $ | 2.776.777 $ | |
|---|
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 3.853.761 $ | | | | | | | |
|---|
| Graves Light Lenhart Wealth, Inc. | 3.825.341 $ | | | | | | | |
|---|
| Freedom Day Solutions, LLC | 3.816.655 $ | +282.194 $ | 3.534.461 $ | | | | | |
|---|
| BROWN, LISLE/CUMMINGS, INC. | 3.766.022 $ | +326.822 $ | 3.439.200 $ | +125.117 $ | 3.314.083 $ | -211.031 $ | 3.525.114 $ | |
|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 3.758.928 $ | +323.992 $ | 3.434.936 $ | +289.361 $ | 3.145.575 $ | -60.205 $ | 3.205.780 $ | |
|---|
| BANK OF NOVA SCOTIA TRUST CO | 3.756.293 $ | +383.264 $ | 3.373.029 $ | | | | | |
|---|
| PERSONAL CFO SOLUTIONS, LLC | 3.749.361 $ | +334.673 $ | 3.414.688 $ | +162.775 $ | 3.251.913 $ | -228.043 $ | 3.479.956 $ | |
|---|
| GM Advisory Group, LLC | | | 3.736.597 $ | | | | | |
|---|
| Buttonwood Financial Advisors Inc. | 3.679.244 $ | +170.825 $ | 3.508.419 $ | +453.711 $ | 3.054.708 $ | -211.187 $ | 3.265.895 $ | |
|---|
| SAX WEALTH ADVISORS, LLC | 3.674.831 $ | +765.541 $ | 2.909.290 $ | +222.941 $ | 2.686.349 $ | -249.138 $ | 2.935.487 $ | |
|---|
| DDFG, Inc | 3.669.037 $ | +605.082 $ | 3.063.955 $ | | | | | |
|---|
| Gryphon Financial Partners LLC | 3.666.916 $ | +487.978 $ | 3.178.938 $ | | | | | |
|---|
| Asio Capital, LLC | 1.318.806 $ | +51.496 $ | 1.267.310 $ | +8.961 $ | 1.258.349 $ | -2.408.263 $ | 3.666.612 $ | |
|---|
| BankPlus Trust Department | 3.659.420 $ | +339.947 $ | 3.319.473 $ | +210.413 $ | 3.109.060 $ | +404.592 $ | 2.704.468 $ | |
|---|
| Abel Hall, LLC | 3.657.861 $ | +1.255.986 $ | 2.401.875 $ | +539.715 $ | 1.862.160 $ | +200.520 $ | 1.661.640 $ | |
|---|
| O'Keefe Stevens Advisory, Inc. | 3.648.468 $ | +308.475 $ | 3.339.993 $ | +181.884 $ | 3.158.109 $ | -148.145 $ | 3.306.254 $ | |
|---|
| San Luis Wealth Advisors LLC | 3.639.350 $ | +340.592 $ | 3.298.758 $ | +3.295.737 $ | 3.021 $ | +126 $ | 2.895 $ | |
|---|
| Ellsworth Advisors, LLC | 3.636.784 $ | +596.731 $ | 3.040.053 $ | +353.055 $ | 2.686.998 $ | -247.260 $ | 2.934.258 $ | |
|---|
| OAK HILL WEALTH ADVISORS, LLC | | | 3.631.409 $ | | | | | |
|---|
| Marks Group Wealth Management, Inc | 3.360.533 $ | +402.386 $ | 2.958.147 $ | +155.232 $ | 2.802.915 $ | -816.899 $ | 3.619.814 $ | |
|---|
| Cadent Capital Advisors, LLC | 2.574.597 $ | +137.432 $ | 2.437.165 $ | -688.006 $ | 3.125.171 $ | -482.544 $ | 3.607.715 $ | |
|---|
| Regency Capital Management Inc.\DE | 832.873 $ | -2.774.225 $ | 3.607.098 $ | +3.315.391 $ | 291.707 $ | -42.011 $ | 333.718 $ | |
|---|
| Argentarii, LLC | 3.134.742 $ | +577.003 $ | 2.557.739 $ | -402.696 $ | 2.960.435 $ | -626.203 $ | 3.586.638 $ | |
|---|
| Clearstead Trust, LLC | 3.558.297 $ | +163.515 $ | 3.394.782 $ | +119.236 $ | 3.275.546 $ | | | |
|---|
| MASTERINVEST Kapitalanlage GmbH | 3.539.079 $ | +164.019 $ | 3.375.060 $ | +714.987 $ | 2.660.073 $ | | | |
|---|
| INKWELL CAPITAL LLC | 3.441.483 $ | +177.032 $ | 3.264.451 $ | +99.335 $ | 3.165.116 $ | -356.877 $ | 3.521.993 $ | |
|---|
| Sciencast Management LP | | | | | | | 3.514.500 $ | |
|---|
| SMITH CHAS P & ASSOCIATES PA CPAS | 2.649.526 $ | +648.890 $ | 2.000.636 $ | -1.052.630 $ | 3.053.266 $ | -451.300 $ | 3.504.566 $ | |
|---|
| Waldron Private Wealth LLC | 3.502.900 $ | +109.511 $ | 3.393.389 $ | | | | | |
|---|
| Montecito Bank & Trust | 3.237.507 $ | +207.125 $ | 3.030.382 $ | -464.257 $ | | | 3.494.639 $ | |
|---|
| JAMES INVESTMENT RESEARCH, INC. | 3.457.729 $ | +230.598 $ | 3.227.131 $ | +116.778 $ | 3.110.353 $ | -383.097 $ | 3.493.450 $ | |
|---|
| Laurel Wealth Advisors LLC | 3.484.640 $ | +233.878 $ | 3.250.762 $ | +155.656 $ | 3.095.106 $ | -278.882 $ | 3.373.988 $ | |
|---|
| Huntleigh Advisors, Inc. | 568.362 $ | +52.690 $ | 515.672 $ | -13.841 $ | 529.513 $ | -2.953.620 $ | 3.483.133 $ | |
|---|
| Sippican Capital Advisors | 3.383.840 $ | +145.998 $ | 3.237.842 $ | +83.075 $ | 3.154.767 $ | -325.719 $ | 3.480.486 $ | |
|---|
| Baader Bank Aktiengesellschaft | 3.477.024 $ | +2.116.229 $ | 1.360.795 $ | -657.682 $ | 2.018.477 $ | -192.576 $ | 2.211.053 $ | |
|---|
| DT Investment Partners, LLC | 3.472.073 $ | +231.106 $ | 3.240.967 $ | +675.017 $ | 2.565.950 $ | -233.566 $ | 2.799.516 $ | |
|---|
| Lantz Financial LLC | 3.463.301 $ | +103.015 $ | 3.360.286 $ | | | | | |
|---|
| Challenger Wealth Management | 3.462.479 $ | +28.278 $ | 3.434.201 $ | +38.150 $ | 3.396.051 $ | -13.187 $ | 3.409.238 $ | |
|---|
| Capital Wealth Planning, LLC | | | | | 3.052.141 $ | -399.802 $ | 3.451.943 $ | |
|---|
| Redhawk Wealth Advisors, Inc. | 3.407.555 $ | +49.252 $ | 3.358.303 $ | +528.605 $ | 2.829.698 $ | -579.002 $ | 3.408.700 $ | |
|---|
| Corsicana & Co. | 3.393.347 $ | +175.462 $ | 3.217.885 $ | | | | | |
|---|
| High Net Worth Advisory Group LLC | 3.388.425 $ | +413.867 $ | 2.974.558 $ | | | | | |
|---|
| Forza Wealth Management, LLC | 3.388.052 $ | +280.887 $ | 3.107.165 $ | +201.200 $ | 2.905.965 $ | -321.438 $ | 3.227.403 $ | |
|---|
| CIM, LLC | 3.386.067 $ | +230.476 $ | 3.155.591 $ | +116.008 $ | 3.039.583 $ | -285.918 $ | 3.325.501 $ | |
|---|
| HOERTKORN RICHARD CHARLES | 3.248.338 $ | +184.808 $ | 3.063.530 $ | +48.256 $ | 3.015.274 $ | -370.782 $ | 3.386.056 $ | |
|---|
| Stillwater Wealth Management Group | 2.871.304 $ | +828 $ | 2.870.476 $ | -499.926 $ | | | 3.370.402 $ | |
|---|
| Charles Schwab Trust Co | 3.363.503 $ | | | | | | | |
|---|
| Prostatis Group LLC | 3.347.529 $ | | | | | | | |
|---|
| Private Capital Advisors, Inc. | 3.347.257 $ | +211.116 $ | 3.136.141 $ | +137.684 $ | 2.998.457 $ | -309.581 $ | 3.308.038 $ | |
|---|
| LOGAN CAPITAL MANAGEMENT INC | 3.272.724 $ | -73.858 $ | 3.346.582 $ | | | | | |
|---|
| Core Wealth Partners LLC | 3.344.630 $ | +280.470 $ | 3.064.160 $ | | | | | |
|---|
| Alaethes Wealth, LLC | 3.343.232 $ | +681.367 $ | 2.661.865 $ | +186.672 $ | 2.475.193 $ | -156.757 $ | 2.631.950 $ | |
|---|
| Richard P Slaughter Associates Inc | 2.434.960 $ | +59.881 $ | 2.375.079 $ | -263.973 $ | 2.639.052 $ | -703.238 $ | 3.342.290 $ | |
|---|
| CHATHAM CAPITAL GROUP, INC. | 3.336.229 $ | +1.268.015 $ | 2.068.214 $ | | | | | |
|---|
| Schonfeld Strategic Advisors LLC | 2.657.587 $ | +807.248 $ | 1.850.339 $ | -1.483.805 $ | 3.334.144 $ | +2.205.976 $ | 1.128.168 $ | |
|---|
| RedJay Asset Management Inc. | | | | | 3.018.400 $ | -311.640 $ | 3.330.040 $ | |
|---|
| Blueprint Investment Partners LLC | 3.323.272 $ | +751.608 $ | 2.571.664 $ | | | | | |
|---|
| Norway Savings Bank | 3.096.710 $ | +157.092 $ | 2.939.618 $ | -14.318 $ | 2.953.936 $ | -368.374 $ | 3.322.310 $ | |
|---|
| EXCALIBUR MANAGEMENT CORP | 3.321.888 $ | +274.234 $ | 3.047.654 $ | | | | | |
|---|
| WISCONSIN CAPITAL MANAGEMENT LLC | 3.255.807 $ | +270.751 $ | 2.985.056 $ | +195.731 $ | 2.789.325 $ | -525.849 $ | 3.315.174 $ | |
|---|
| BROADWATER CAPITAL MANAGEMENT LLC | 2.595.734 $ | -535.334 $ | 3.131.068 $ | +137.462 $ | 2.993.606 $ | -320.973 $ | 3.314.579 $ | |
|---|
| Telos Capital Management, Inc. | 2.874.599 $ | -199.711 $ | 3.074.310 $ | -19.105 $ | 3.093.415 $ | -220.137 $ | 3.313.552 $ | |
|---|
| Kesler, Norman & Wride, LLC | | | 3.313.039 $ | | | | | |
|---|
| Uncommon Cents Investing LLC | 3.308.869 $ | +255.824 $ | 3.053.045 $ | | | | | |
|---|
| Sunflower Bank, N.A. | 3.304.175 $ | +481.479 $ | 2.822.696 $ | +51.482 $ | 2.771.214 $ | -293.375 $ | 3.064.589 $ | |
|---|
| AMARILLO NATIONAL BANK | 3.148.937 $ | +111.677 $ | 3.037.260 $ | +115.664 $ | 2.921.596 $ | -381.804 $ | 3.303.400 $ | |
|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 3.287.087 $ | +225.135 $ | 3.061.952 $ | -160.694 $ | | | 3.222.646 $ | |
|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3.134.343 $ | +261.864 $ | 2.872.479 $ | +87.541 $ | 2.784.938 $ | -488.135 $ | 3.273.073 $ | |
|---|
| Oliver Luxxe Assets LLC | 3.244.246 $ | +130.880 $ | 3.113.366 $ | +175.385 $ | 2.937.981 $ | -54.836 $ | 2.992.817 $ | |
|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2.904.916 $ | -177.042 $ | 3.081.958 $ | -152.688 $ | 3.234.646 $ | +98.421 $ | 3.136.225 $ | |
|---|
| ARVEST INVESTMENTS, INC. | 2.929.445 $ | +259.170 $ | 2.670.275 $ | +293.997 $ | 2.376.278 $ | -856.695 $ | 3.232.973 $ | |
|---|
| Clarius Group, LLC | 2.879.139 $ | +328.731 $ | 2.550.408 $ | -201.297 $ | 2.751.705 $ | -471.418 $ | 3.223.123 $ | |
|---|
| Strategic Wealth Partners, Ltd. | | | 2.914.041 $ | -307.121 $ | 3.221.162 $ | | | |
|---|
| Aft, Forsyth & Sober, LLC | 3.201.044 $ | +201.894 $ | 2.999.150 $ | +131.670 $ | 2.867.480 $ | -260.379 $ | 3.127.859 $ | |
|---|
| TI-TRUST, INC | 3.192.380 $ | +499.684 $ | 2.692.696 $ | | | | | |
|---|
| Financial Management Professionals, Inc. | 2.988.366 $ | +189.044 $ | 2.799.322 $ | -50.230 $ | 2.849.552 $ | -341.066 $ | 3.190.618 $ | |
|---|
| SECURITY NATIONAL BANK OF SO DAK | 3.073.845 $ | +176.170 $ | 2.897.675 $ | +104.038 $ | 2.793.637 $ | -392.854 $ | 3.186.491 $ | |
|---|
| Allen Capital Group, LLC | 3.020.164 $ | +252.432 $ | 2.767.732 $ | +143.160 $ | 2.624.572 $ | -547.203 $ | 3.171.775 $ | |
|---|
| Te Ahumairangi Investment Management Ltd | 3.168.673 $ | +182.940 $ | 2.985.733 $ | +2.983.247 $ | 2.486 $ | +451 $ | 2.035 $ | |
|---|
| Ervin Investment Management, LLC | 2.801.034 $ | +124.687 $ | 2.676.347 $ | +57.777 $ | 2.618.570 $ | -544.968 $ | 3.163.538 $ | |
|---|
| Keel Point, LLC | 3.152.855 $ | +210.832 $ | 2.942.023 $ | +312.107 $ | 2.629.916 $ | +74.422 $ | 2.555.494 $ | |
|---|
| NORTH STAR ASSET MANAGEMENT INC | 3.152.794 $ | +92.302 $ | 3.060.492 $ | +134.363 $ | 2.926.129 $ | -201.142 $ | 3.127.271 $ | |
|---|
| BEAM WEALTH ADVISORS, INC. | 3.148.223 $ | +152.648 $ | 2.995.575 $ | +70.141 $ | 2.925.434 $ | -93.541 $ | 3.018.975 $ | |
|---|
| Pinnacle Wealth Management Advisory Group, LLC | 3.147.771 $ | +460.920 $ | 2.686.851 $ | +119.727 $ | 2.567.124 $ | -335.930 $ | 2.903.054 $ | |
|---|
| Creekmur Asset Management LLC | | | 2.468.058 $ | -248.245 $ | 2.716.303 $ | -428.357 $ | 3.144.660 $ | |
|---|
| Breakwater Capital Group | 3.131.849 $ | +178.926 $ | 2.952.923 $ | | | | | |
|---|
| Pines Wealth Management, LLC | 3.129.232 $ | +319.021 $ | 2.810.211 $ | -44.523 $ | 2.854.734 $ | +315.308 $ | 2.539.426 $ | |
|---|
| Alberta Investment Management Corp | | | 3.121.146 $ | | | | | |
|---|
| Royal Capital Wealth Management, LLC | 3.113.883 $ | +175.820 $ | 2.938.063 $ | +131.084 $ | 2.806.979 $ | -287.553 $ | 3.094.532 $ | |
|---|
| Twelve Points Wealth Management LLC | 3.076.876 $ | -36.271 $ | 3.113.147 $ | +268.161 $ | 2.844.986 $ | +21.559 $ | 2.823.427 $ | |
|---|
| Prestige Wealth Management Group LLC | 3.110.684 $ | +234.213 $ | 2.876.471 $ | +151.316 $ | 2.725.155 $ | -104.372 $ | 2.829.527 $ | |
|---|
| Wealth Management Partners, LLC | 3.110.593 $ | +184.725 $ | 2.925.868 $ | | | | | |
|---|
| Congress Park Capital LLC | 3.105.709 $ | | | | | | | |
|---|
| WORLD EQUITY GROUP, INC. | 3.101.216 $ | +231.534 $ | 2.869.682 $ | +80.784 $ | 2.788.898 $ | -185.014 $ | 2.973.912 $ | |
|---|
| Lion Street Advisors, LLC | | | 3.098.656 $ | | | | | |
|---|
| Delaney Dennis R | 3.098.152 $ | +195.404 $ | 2.902.748 $ | +127.437 $ | 2.775.311 $ | | | |
|---|
| Arvest Bank Trust Division | 2.346.389 $ | +6.489 $ | 2.339.900 $ | +136.468 $ | 2.203.432 $ | -870.194 $ | 3.073.626 $ | |
|---|
| Raleigh Capital Management Inc. | 3.071.792 $ | +294.359 $ | 2.777.433 $ | +118.160 $ | 2.659.273 $ | +65.050 $ | 2.594.223 $ | |
|---|
| Exchange Bank | 3.069.274 $ | +188.395 $ | 2.880.879 $ | +186.743 $ | 2.694.136 $ | -293.865 $ | 2.988.001 $ | |
|---|
| PDS Planning, Inc | 3.064.174 $ | +222.689 $ | 2.841.485 $ | +237.830 $ | 2.603.655 $ | -355.637 $ | 2.959.292 $ | |
|---|
| Ramsay, Stattman, Vela & Price, Inc. | 2.946.525 $ | +173.100 $ | 2.773.425 $ | +117.341 $ | 2.656.084 $ | -406.839 $ | 3.062.923 $ | |
|---|
| Mirabaud & Cie SA | 3.060.968 $ | +142.146 $ | 2.918.822 $ | +204.203 $ | 2.714.619 $ | -123.052 $ | 2.837.671 $ | |
|---|
| Finer Wealth Management, Inc. | 3.057.648 $ | +224.248 $ | 2.833.400 $ | | | | | |
|---|
| Guerra Advisors Inc | | | 3.054.596 $ | | | | | |
|---|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | | | | | | | 3.053.766 $ | |
|---|
| West Family Investments, Inc. | 3.053.748 $ | +326.624 $ | | | 2.727.124 $ | +1.125.732 $ | 1.601.392 $ | |
|---|
| Boltwood Capital Management | 3.048.814 $ | +193.420 $ | 2.855.394 $ | +123.742 $ | 2.731.652 $ | -259.438 $ | 2.991.090 $ | |
|---|
| Field & Main Bank | 2.815.114 $ | +186.364 $ | 2.628.750 $ | +100.841 $ | 2.527.909 $ | -507.632 $ | 3.035.541 $ | |
|---|
| Gallagher Fiduciary Advisors, LLC | 2.509.818 $ | +213.679 $ | 2.296.139 $ | -419.305 $ | 2.715.444 $ | -298.803 $ | 3.014.247 $ | |
|---|
| NICOLET BANKSHARES INC | 2.943.757 $ | -24.725 $ | 2.968.482 $ | +191.231 $ | 2.777.251 $ | -232.392 $ | 3.009.643 $ | |
|---|
| RB Capital Management, LLC | 3.001.230 $ | +237.264 $ | 2.763.966 $ | | | | | |
|---|
| JB Capital LLC | 3.001.095 $ | +198.972 $ | 2.802.123 $ | +80.415 $ | 2.721.708 $ | | | |
|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2.997.549 $ | +189.059 $ | 2.808.490 $ | +113.598 $ | 2.694.892 $ | -266.941 $ | 2.961.833 $ | |
|---|
| Strategic Financial Services, Inc. | 2.992.924 $ | +662.832 $ | 2.330.092 $ | +54.955 $ | 2.275.137 $ | -387.954 $ | 2.663.091 $ | |
|---|
| Peterson Wealth Services | 2.966.958 $ | +162.405 $ | 2.804.553 $ | -61.937 $ | | | 2.866.490 $ | |
|---|
| WINNOW WEALTH LLC | 1.482.976 $ | -1.335.583 $ | 2.818.559 $ | -139.725 $ | | | 2.958.284 $ | |
|---|
| Pinnacle Wealth Planning Services, Inc. | 2.957.199 $ | +278.583 $ | 2.678.616 $ | +215.627 $ | 2.462.989 $ | -261.144 $ | 2.724.133 $ | |
|---|
| HOLLENCREST CAPITAL MANAGEMENT | 2.522.023 $ | -432.157 $ | 2.954.180 $ | +665.868 $ | 2.288.312 $ | -339.242 $ | 2.627.554 $ | |
|---|
| TRED AVON FAMILY WEALTH, LLC | 2.949.293 $ | +178.011 $ | 2.771.282 $ | | | | | |
|---|
| VSM Wealth Advisory, LLC | 2.874.803 $ | +181.743 $ | 2.693.060 $ | +59.891 $ | 2.633.169 $ | -310.547 $ | 2.943.716 $ | |
|---|
| TRUST CO OF OKLAHOMA | 2.842.671 $ | +174.329 $ | 2.668.342 $ | +42.442 $ | 2.625.900 $ | -310.363 $ | 2.936.263 $ | |
|---|
| RFG - Bristol Wealth Advisors, LLC | 2.912.468 $ | +163.521 $ | 2.748.947 $ | | | | | |
|---|
| China Universal Asset Management Co., Ltd. | 1.337.699 $ | +98.125 $ | 1.239.574 $ | -351.770 $ | 1.591.344 $ | -1.313.878 $ | 2.905.222 $ | |
|---|
| Gilliland Jeter Wealth Management LLC | 2.491.620 $ | +136.954 $ | 2.354.666 $ | -162.468 $ | 2.517.134 $ | -375.364 $ | 2.892.498 $ | |
|---|
| IMA Advisory Services, Inc. | 2.670.705 $ | +161.228 $ | 2.509.477 $ | +110.604 $ | 2.398.873 $ | -491.363 $ | 2.890.236 $ | |
|---|
| OPUS INVESTMENT MANAGEMENT INC | 2.888.160 $ | +182.160 $ | 2.706.000 $ | +118.800 $ | 2.587.200 $ | | | |
|---|
| PARADIGM ASSET MANAGEMENT CO LLC | 2.256.375 $ | +40.838 $ | 2.215.537 $ | +97.267 $ | 2.118.270 $ | -765.782 $ | 2.884.052 $ | |
|---|
| CoreCap Advisors, LLC | 2.871.226 $ | +345.028 $ | 2.526.198 $ | +37.187 $ | 2.489.011 $ | | | |
|---|
| ROBERTS GLORE & CO INC /IL/ | 2.852.900 $ | +163.023 $ | 2.689.877 $ | +67.858 $ | 2.622.019 $ | -243.480 $ | 2.865.499 $ | |
|---|
| Notis-McConarty Edward | 2.865.295 $ | +180.718 $ | 2.684.577 $ | +117.859 $ | 2.566.718 $ | -276.898 $ | 2.843.616 $ | |
|---|
| DMKC Advisory Services, LLC | 2.862.832 $ | +530.060 $ | 2.332.772 $ | | | | | |
|---|
| Crewe Advisors LLC | 2.781.024 $ | +43.609 $ | 2.737.415 $ | +194.290 $ | 2.543.125 $ | -316.228 $ | 2.859.353 $ | |
|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | 2.858.367 $ | +327.114 $ | 2.531.253 $ | +153.407 $ | 2.377.846 $ | -78.422 $ | 2.456.268 $ | |
|---|
| ANB BANK | 2.489.353 $ | +155.766 $ | 2.333.587 $ | -93.962 $ | 2.427.549 $ | -427.604 $ | 2.855.153 $ | |
|---|
| ADIRONDACK TRUST CO | 2.852.611 $ | +162.324 $ | 2.690.287 $ | +145.477 $ | 2.544.810 $ | -275.435 $ | 2.820.245 $ | |
|---|
| Fieldview Capital Management, LLC | 218.658 $ | -2.592.874 $ | | | 2.811.532 $ | +1.677.416 $ | 1.134.116 $ | |
|---|
| Hudock, Inc. | 2.810.972 $ | +186.615 $ | 2.624.357 $ | +89.512 $ | 2.534.845 $ | -260.830 $ | 2.795.675 $ | |
|---|
| BANK OF STOCKTON | 2.551.689 $ | -117.216 $ | 2.668.905 $ | +115.554 $ | 2.553.351 $ | -257.441 $ | 2.810.792 $ | |
|---|
| Live Oak Investment Partners | 2.803.200 $ | +314.131 $ | 2.489.069 $ | +215.351 $ | 2.273.718 $ | -229.640 $ | 2.503.358 $ | |
|---|
| Legacy Financial Advisors, Inc. | 2.794.355 $ | | | | | | | |
|---|
| Community Bank of Raymore | 2.792.008 $ | | | | | | | |
|---|
| MCF Advisors LLC | 2.783.646 $ | +475.288 $ | 2.308.358 $ | +210.726 $ | 2.097.632 $ | -425.209 $ | 2.522.841 $ | |
|---|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.220.501 $ | +1.084.536 $ | 135.965 $ | -2.644.199 $ | 2.780.164 $ | +152.994 $ | 2.627.170 $ | |
|---|
| Redwood Wealth Management Group, LLC | 2.522.746 $ | +130.303 $ | 2.392.443 $ | -74.708 $ | 2.467.151 $ | -307.106 $ | 2.774.257 $ | |
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| PENINSULA ASSET MANAGEMENT INC | 2.655.904 $ | +108.882 $ | 2.547.022 $ | +75.168 $ | 2.471.854 $ | -300.167 $ | 2.772.021 $ | |
|---|
| Kentucky Trust Co | 2.767.218 $ | +197.082 $ | 2.570.136 $ | +102.055 $ | 2.468.081 $ | -248.875 $ | 2.716.956 $ | |
|---|
| Beaumont Financial Advisors, LLC | 2.170.557 $ | -145.526 $ | 2.316.083 $ | -216.839 $ | 2.532.922 $ | -223.736 $ | 2.756.658 $ | |
|---|
| MITCHELL CAPITAL MANAGEMENT CO | 2.752.657 $ | | | | | | | |
|---|
| FINANCIAL ADVISORY PARTNERS, LLC | 2.742.308 $ | +164.843 $ | 2.577.465 $ | | | | | |
|---|
| Firestone Capital Management | 2.700.817 $ | +170.758 $ | 2.530.059 $ | +111.476 $ | 2.418.583 $ | -323.109 $ | 2.741.692 $ | |
|---|
| Alpha Omega Wealth Management LLC | 2.543.747 $ | +151.756 $ | 2.391.991 $ | +55.318 $ | 2.336.673 $ | -400.858 $ | 2.737.531 $ | |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.732.663 $ | +83.954 $ | 2.648.709 $ | | | | | |
|---|
| ARMSTRONG ADVISORY GROUP, INC | 2.732.019 $ | +619.845 $ | 2.112.174 $ | +98.819 $ | 2.013.355 $ | +6.053 $ | 2.007.302 $ | |
|---|
| CMG Global Holdings, LLC | 2.729.668 $ | +817.232 $ | 1.912.436 $ | -11.010 $ | 1.923.446 $ | -46.390 $ | 1.969.836 $ | |
|---|
| Northern Financial Advisors Inc | 1.760.548 $ | -966.992 $ | 2.727.540 $ | | | | | |
|---|
| GKV Capital Management Co., Inc. | 1.851.311 $ | +60.503 $ | 1.790.808 $ | -53.219 $ | 1.844.027 $ | -883.395 $ | 2.727.422 $ | |
|---|
| SFMG, LLC | 2.726.357 $ | +394.092 $ | 2.332.265 $ | +137.925 $ | 2.194.340 $ | -303.178 $ | 2.497.518 $ | |
|---|
| Kestra Investment Management, LLC | 1.897.040 $ | +137.414 $ | 1.759.626 $ | -850.789 $ | 2.610.415 $ | -115.817 $ | 2.726.232 $ | |
|---|
| Peterson Wealth Advisors, LLC | 2.722.202 $ | +145.803 $ | 2.576.399 $ | +152.167 $ | 2.424.232 $ | +110.300 $ | 2.313.932 $ | |
|---|
| Columbus Macro, LLC | 2.703.252 $ | +131.036 $ | 2.572.216 $ | | | | | |
|---|
| CoreFirst Bank & Trust | 2.351.083 $ | -4.152 $ | 2.355.235 $ | +103.401 $ | 2.251.834 $ | -447.758 $ | 2.699.592 $ | |
|---|
| Mayfair Advisory Group, LLC | 2.697.176 $ | +206.599 $ | 2.490.577 $ | | | | | |
|---|
| Alta Advisers Ltd | 1.980.556 $ | -562.859 $ | 2.543.415 $ | +111.663 $ | 2.431.752 $ | -251.071 $ | 2.682.823 $ | |
|---|
| Newbridge Financial Services Group, Inc. | 2.674.478 $ | +662.503 $ | 2.011.975 $ | +26.163 $ | 1.985.812 $ | +28.900 $ | 1.956.912 $ | |
|---|
| Unison Advisors LLC | 2.670.224 $ | +190.062 $ | 2.480.162 $ | | | | | |
|---|
| Neo Ivy Capital Management | 34.778 $ | -2.629.254 $ | | | | | 2.664.032 $ | |
|---|
| Symmetry Partners, LLC | 2.657.676 $ | +799.659 $ | 1.858.017 $ | +110.738 $ | 1.747.279 $ | -225.094 $ | 1.972.373 $ | |
|---|
| Grey Ledge Advisors, LLC | 2.453.538 $ | +216.520 $ | 2.237.018 $ | -189.060 $ | 2.426.078 $ | -228.265 $ | 2.654.343 $ | |
|---|
| HCR Wealth Advisors | 2.648.724 $ | +263.418 $ | 2.385.306 $ | +150.711 $ | 2.234.595 $ | -233.880 $ | 2.468.475 $ | |
|---|
| Gilbert & Cook, Inc. | 2.646.878 $ | +178.893 $ | 2.467.985 $ | | | | | |
|---|
| R.H. Dinel Investment Counsel, Inc. | 2.459.990 $ | -47.796 $ | 2.507.786 $ | +110.098 $ | 2.397.688 $ | -247.553 $ | 2.645.241 $ | |
|---|
| Almanack Investment Partners, LLC. | 2.042.779 $ | -600.654 $ | 2.643.433 $ | | | | | |
|---|
| SEAMOUNT FINANCIAL GROUP INC | 2.631.104 $ | +141.709 $ | 2.489.395 $ | +175.199 $ | 2.314.196 $ | +1.309.184 $ | 1.005.012 $ | |
|---|
| Heritage Wealth Management, Inc. | 2.451.022 $ | +122.557 $ | 2.328.465 $ | +104.771 $ | 2.223.694 $ | -401.437 $ | 2.625.131 $ | |
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| TEXAS CAPITAL BANCSHARES INC/TX | | | 2.330.318 $ | +96.918 $ | 2.233.400 $ | -375.566 $ | 2.608.966 $ | |
|---|
| Shepherd Financial Partners LLC | 2.608.871 $ | +669.058 $ | 1.939.813 $ | +180.979 $ | 1.758.834 $ | +958.701 $ | 800.133 $ | |
|---|
| Cladis Investment Advisory, LLC | 2.603.730 $ | +175.828 $ | 2.427.902 $ | +106.913 $ | 2.320.989 $ | +25.354 $ | 2.295.635 $ | |
|---|
| MWA Asset Management | 2.603.074 $ | +160.231 $ | 2.442.843 $ | +107.248 $ | 2.335.595 $ | -241.143 $ | 2.576.738 $ | |
|---|
| St. Clair Advisors, LLC | 2.580.136 $ | +42.314 $ | 2.537.822 $ | +111.633 $ | 2.426.189 $ | -104.404 $ | 2.530.593 $ | |
|---|
| Evanson Asset Management, LLC | 2.489.651 $ | +29.396 $ | 2.460.255 $ | +116.581 $ | 2.343.674 $ | -234.941 $ | 2.578.615 $ | |
|---|
| Kidder Stephen W | 2.576.720 $ | +165.900 $ | 2.410.820 $ | | | | | |
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| Affinity Capital Advisors, LLC | 2.570.583 $ | | | | | | | |
|---|
| Lummis Asset Management, LP | 2.565.408 $ | +135.195 $ | 2.430.213 $ | +120.598 $ | 2.309.615 $ | -68.839 $ | 2.378.454 $ | |
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| Addison Advisors LLC | 2.546.877 $ | +143.723 $ | 2.403.154 $ | +50.095 $ | 2.353.059 $ | -60.032 $ | 2.413.091 $ | |
|---|
| Marathon Trading Investment Management LLC | 1.042.024 $ | -1.500.488 $ | 2.542.512 $ | +1.387.327 $ | 1.155.185 $ | +489.177 $ | 666.008 $ | |
|---|
| Pettee Investors, Inc. | 2.534.842 $ | +207.682 $ | 2.327.160 $ | +93.221 $ | 2.233.939 $ | -230.647 $ | 2.464.586 $ | |
|---|
| RKL Wealth Management LLC | 2.527.866 $ | +111.173 $ | 2.416.693 $ | | | | | |
|---|
| Connecticut Wealth Management, LLC | 2.525.655 $ | +684.021 $ | 1.841.634 $ | +214.507 $ | 1.627.127 $ | -202.559 $ | 1.829.686 $ | |
|---|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2.525.290 $ | +63.887 $ | 2.461.403 $ | | | | | |
|---|
| GREENWOOD GEARHART INC | 2.522.928 $ | +74.562 $ | 2.448.366 $ | | | | | |
|---|
| Resurgent Financial Advisors LLC | 2.521.107 $ | +422.358 $ | 2.098.749 $ | | | | | |
|---|
| Financial Advisors, LLC | | | 2.356.996 $ | +132.045 $ | 2.224.951 $ | -293.823 $ | 2.518.774 $ | |
|---|
| QTR Family Wealth, LLC | 2.512.598 $ | +585.062 $ | 1.927.536 $ | +247.906 $ | 1.679.630 $ | +149.259 $ | 1.530.371 $ | |
|---|
| Bank & Trust Co | 2.505.719 $ | +158.038 $ | 2.347.681 $ | +103.069 $ | 2.244.612 $ | -208.319 $ | 2.452.931 $ | |
|---|
| LAZARI CAPITAL MANAGEMENT, INC. | 2.427.162 $ | +36.693 $ | 2.390.469 $ | +102.677 $ | 2.287.792 $ | -214.003 $ | 2.501.795 $ | |
|---|
| EARNEST PARTNERS LLC | 2.171.776 $ | -66.650 $ | 2.238.426 $ | -89.947 $ | 2.328.373 $ | -171.417 $ | 2.499.790 $ | |
|---|
| LVW Advisors, LLC | 2.498.200 $ | +293.906 $ | 2.204.294 $ | | | | | |
|---|
| KEATING INVESTMENT COUNSELORS INC | 2.202.703 $ | +36.888 $ | 2.165.815 $ | +134.432 $ | 2.031.383 $ | -457.465 $ | 2.488.848 $ | |
|---|
| Armstrong, Fleming & Moore, Inc | 2.487.916 $ | +93.563 $ | 2.394.353 $ | | | | | |
|---|
| PRESILIUM PRIVATE WEALTH, LLC | 2.475.969 $ | +437.699 $ | 2.038.270 $ | -516 $ | 2.038.786 $ | -224.056 $ | 2.262.842 $ | |
|---|
| Exeter Financial, LLC | 2.474.497 $ | +281.654 $ | 2.192.843 $ | +95.107 $ | 2.097.736 $ | -244.137 $ | 2.341.873 $ | |
|---|
| Annex Advisory Services, LLC | 2.451.716 $ | +882.156 $ | 1.569.560 $ | +8.963 $ | 1.560.597 $ | -402.553 $ | 1.963.150 $ | |
|---|
| Global Financial Private Client, LLC | | | | | | | 2.450.209 $ | |
|---|
| HOWARD FINANCIAL SERVICES, LTD. | 2.443.206 $ | +234.173 $ | 2.209.033 $ | +75.009 $ | 2.134.024 $ | -215.593 $ | 2.349.617 $ | |
|---|
| KAHN BROTHERS GROUP INC | 2.432.913 $ | +409.840 $ | 2.023.073 $ | -40.542 $ | 2.063.615 $ | +420.615 $ | 1.643.000 $ | |
|---|
| Menard Financial Group LLC | 1.370.922 $ | -514.111 $ | 1.885.033 $ | -527.394 $ | 2.412.427 $ | +47.603 $ | 2.364.824 $ | |
|---|
| Rede Wealth, LLC | 2.119.049 $ | -129.905 $ | 2.248.954 $ | +77.770 $ | 2.171.184 $ | -237.250 $ | 2.408.434 $ | |
|---|
| Elevated Capital Advisors, LLC | 2.407.858 $ | +403.827 $ | 2.004.031 $ | +74.983 $ | 1.929.048 $ | +0 $ | 1.929.048 $ | |
|---|
| Commonwealth Financial Services, LLC | 2.407.139 $ | +395.673 $ | 2.011.466 $ | +7.236 $ | 2.004.230 $ | -229.497 $ | 2.233.727 $ | |
|---|
| LongView Wealth Management | 2.230.586 $ | +62.887 $ | 2.167.699 $ | +58.598 $ | 2.109.101 $ | -294.076 $ | 2.403.177 $ | |
|---|
| Blume Capital Management, Inc. | 2.064.193 $ | -190.018 $ | 2.254.211 $ | +86.353 $ | 2.167.858 $ | -234.172 $ | 2.402.030 $ | |
|---|
| Integrated Investment Consultants, LLC | 2.392.479 $ | +1.202.177 $ | 1.190.302 $ | +31.452 $ | 1.158.850 $ | -524.842 $ | 1.683.692 $ | |
|---|
| Eagle Bay Advisors LLC | 2.390.619 $ | +141.665 $ | 2.248.954 $ | +93.934 $ | 2.155.020 $ | -217.059 $ | 2.372.079 $ | |
|---|
| First Bancorp, Inc /ME/ | 2.371.181 $ | +128.573 $ | 2.242.608 $ | -48.249 $ | 2.290.857 $ | -98.689 $ | 2.389.546 $ | |
|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 2.388.749 $ | +150.661 $ | 2.238.088 $ | +98.258 $ | 2.139.830 $ | | | |
|---|
| WHITE PINE CAPITAL LLC | 2.377.900 $ | +275.807 $ | 2.102.093 $ | +86.250 $ | 2.015.843 $ | -178.437 $ | 2.194.280 $ | |
|---|
| IFG Advisors, LLC | 2.368.773 $ | +149.402 $ | 2.219.371 $ | | | | | |
|---|
| FIRST NATIONAL BANK SIOUX FALLS | 1.587.111 $ | -781.379 $ | 2.368.490 $ | +950.860 $ | 1.417.630 $ | -226.763 $ | 1.644.393 $ | |
|---|
| TRITONPOINT WEALTH, LLC | 1.285.612 $ | -911.510 $ | 2.197.122 $ | -31.100 $ | 2.228.222 $ | -137.622 $ | 2.365.844 $ | |
|---|
| GeoWealth Management, LLC | 2.365.462 $ | +127.744 $ | 2.237.718 $ | +876.447 $ | 1.361.271 $ | -356.744 $ | 1.718.015 $ | |
|---|
| Pine Haven Investment Counsel, Inc | 2.358.784 $ | +101.078 $ | 2.257.706 $ | | | | | |
|---|
| CapWealth Advisors, LLC | 642.014 $ | +44.326 $ | 597.688 $ | -1.647.786 $ | 2.245.474 $ | -109.459 $ | 2.354.933 $ | |
|---|
| Cypress Wealth Services, LLC | 2.348.803 $ | +539.983 $ | 1.808.820 $ | +81.624 $ | 1.727.196 $ | -179.821 $ | 1.907.017 $ | |
|---|
| Castle Rock Wealth Management, LLC | 2.347.053 $ | +470.576 $ | 1.876.477 $ | | | | | |
|---|
| PFS Partners, LLC | 2.337.415 $ | +153.497 $ | 2.183.918 $ | +140.439 $ | 2.043.479 $ | -174.998 $ | 2.218.477 $ | |
|---|
| INVESCO, LLC | 2.337.003 $ | +257.667 $ | 2.079.336 $ | +169.875 $ | 1.909.461 $ | -156.115 $ | 2.065.576 $ | |
|---|
| Financial Advocates Investment Management | | | | | 1.222.712 $ | -1.112.608 $ | 2.335.320 $ | |
|---|
| Cypress Capital, LLC | 1.862.021 $ | -322.285 $ | 2.184.306 $ | +54.070 $ | 2.130.236 $ | -202.100 $ | 2.332.336 $ | |
|---|
| Ackerman Capital Advisors, LLC | 2.328.591 $ | +121.597 $ | 2.206.994 $ | +100.009 $ | 2.106.985 $ | -163.864 $ | 2.270.849 $ | |
|---|
| LCNB CORP | 1.541.074 $ | +97.197 $ | 1.443.877 $ | -647.120 $ | 2.090.997 $ | -231.111 $ | 2.322.108 $ | |
|---|
| Altman Advisors, Inc. | 2.314.138 $ | +139.529 $ | 2.174.609 $ | | | | | |
|---|
| VPR Management LLC | 2.310.528 $ | +145.728 $ | 2.164.800 $ | +95.040 $ | 2.069.760 $ | +1.510.789 $ | 558.971 $ | |
|---|
| GARRISON BRADFORD & ASSOCIATES INC | | | | | 250.419 $ | -2.049.632 $ | 2.300.051 $ | |
|---|
| Heartland Bank & Trust Co | 2.297.291 $ | +119.299 $ | 2.177.992 $ | +171.726 $ | 2.006.266 $ | -253.880 $ | 2.260.146 $ | |
|---|
| SECURED RETIREMENT ADVISORS, LLC | 2.277.507 $ | +264.956 $ | 2.012.551 $ | | | | | |
|---|
| Gilman Hill Asset Management, LLC | 2.270.334 $ | +225.500 $ | 2.044.834 $ | +578.323 $ | 1.466.511 $ | -7.745 $ | 1.474.256 $ | |
|---|
| Sargent Investment Group, LLC | 2.256.117 $ | +140.042 $ | 2.116.075 $ | | | | | |
|---|
| ELEVATUS WELATH MANAGEMENT | 2.246.367 $ | +175.391 $ | 2.070.976 $ | +45.761 $ | | | 2.025.215 $ | |
|---|
| New England Research & Management, Inc. | | | 2.238.313 $ | +2.236.173 $ | 2.140 $ | -8 $ | 2.148 $ | |
|---|
| Entruity Wealth, LLC | 2.236.291 $ | +141.528 $ | 2.094.763 $ | -114.303 $ | | | 2.209.066 $ | |
|---|
| Legacy Advisors, LLC | 2.234.112 $ | +259.211 $ | 1.974.901 $ | | | | | |
|---|
| Old North State Wealth Management, LLC | 1.589.469 $ | +17.999 $ | 1.571.470 $ | +216.124 $ | 1.355.346 $ | -871.737 $ | 2.227.083 $ | |
|---|
| Financial Council, LLC | 2.223.161 $ | +140.217 $ | 2.082.944 $ | | | | | |
|---|
| ASHFORD CAPITAL MANAGEMENT INC | 2.218.588 $ | +139.929 $ | 2.078.659 $ | +91.258 $ | 1.987.401 $ | -205.192 $ | 2.192.593 $ | |
|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.218.201 $ | +339.366 $ | 1.878.835 $ | +682.583 $ | 1.196.252 $ | -139.792 $ | 1.336.044 $ | |
|---|
| Autumn Glory Partners, LLC | 2.215.137 $ | +653.358 $ | 1.561.779 $ | +74.678 $ | 1.487.101 $ | -701.330 $ | 2.188.431 $ | |
|---|
| Lauterbach Financial Advisors, LLC | 2.212.059 $ | +157.870 $ | 2.054.189 $ | +96.261 $ | 1.957.928 $ | -195.191 $ | 2.153.119 $ | |
|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.211.163 $ | +160.657 $ | 2.050.506 $ | +278.647 $ | 1.771.859 $ | +106.362 $ | 1.665.497 $ | |
|---|
| Your Advocates Ltd., LLP | 2.205.919 $ | +149.054 $ | 2.056.865 $ | +98.605 $ | 1.958.260 $ | -192.601 $ | 2.150.861 $ | |
|---|
| NCM Capital Management, LLC | 2.101.220 $ | +104.339 $ | 1.996.881 $ | +87.668 $ | 1.909.213 $ | -295.594 $ | 2.204.807 $ | |
|---|
| BCS Wealth Management | 2.200.508 $ | +1.224.746 $ | 975.762 $ | +973.096 $ | 2.666 $ | +873 $ | 1.793 $ | |
|---|
| CYPRESS ASSET MANAGEMENT INC/TX | 2.199.815 $ | +131.642 $ | 2.068.173 $ | | | | | |
|---|
| Accredited Investors Inc. | 2.196.540 $ | +151.950 $ | 2.044.590 $ | +232.700 $ | 1.811.890 $ | -287.092 $ | 2.098.982 $ | |
|---|
| MONEY CONCEPTS CAPITAL CORP | 2.195.496 $ | +156.991 $ | 2.038.505 $ | | | | | |
|---|
| ORG Partners LLC | 2.018.482 $ | -168.393 $ | 2.186.875 $ | +118.616 $ | 2.068.259 $ | | | |
|---|
| Wealth Quarterback LLC | 2.177.763 $ | +152.247 $ | 2.025.516 $ | +110.973 $ | 1.914.543 $ | -180.660 $ | 2.095.203 $ | |
|---|
| Machina Capital S.A.S. | 2.174.423 $ | +1.621.046 $ | 553.377 $ | | | | | |
|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2.168.165 $ | | | | | | | |
|---|
| BARRETT & COMPANY, INC. | 2.164.837 $ | +384.264 $ | 1.780.573 $ | +78.294 $ | 1.702.279 $ | -37.892 $ | 1.740.171 $ | |
|---|
| Indiana Trust & Investment Management Co | 2.163.473 $ | +716.101 $ | 1.447.372 $ | -18.277 $ | 1.465.649 $ | -375.506 $ | 1.841.155 $ | |
|---|
| Essex LLC | 2.155.410 $ | +53.750 $ | 2.101.660 $ | +97.119 $ | 2.004.541 $ | -155.643 $ | 2.160.184 $ | |
|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.733.637 $ | +138.700 $ | 1.594.937 $ | -364.038 $ | 1.958.975 $ | -200.459 $ | 2.159.434 $ | |
|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1.785 $ | -1.703.602 $ | 1.705.387 $ | -260.754 $ | 1.966.141 $ | -190.638 $ | 2.156.779 $ | |
|---|
| Muzinich & Co., Inc. | | | | | 2.156.000 $ | | | |
|---|
| Empire Financial Management Company, LLC | 1.928.868 $ | +118.274 $ | 1.810.594 $ | +79.490 $ | 1.731.104 $ | -416.591 $ | 2.147.695 $ | |
|---|
| YANKCOM Partnership | 2.146.141 $ | +275.284 $ | 1.870.857 $ | +251.275 $ | 1.619.582 $ | -86.236 $ | 1.705.818 $ | |
|---|
| Corundum Group, Inc. | 2.135.554 $ | +232.898 $ | 1.902.656 $ | +53.131 $ | 1.849.525 $ | -175.020 $ | 2.024.545 $ | |
|---|
| Wealthspire Retirement, LLC | 757.042 $ | +55.817 $ | 701.225 $ | -1.261.809 $ | 1.963.034 $ | -170.381 $ | 2.133.415 $ | |
|---|
| Jaffetilchin Investment Partners, LLC | 2.127.466 $ | +454.406 $ | 1.673.060 $ | +80.505 $ | 1.592.555 $ | -212.951 $ | 1.805.506 $ | |
|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 1.859.494 $ | +63.612 $ | 1.795.882 $ | -124.467 $ | 1.920.349 $ | -205.763 $ | 2.126.112 $ | |
|---|
| Trustees of Dartmouth College | 2.117.984 $ | +133.584 $ | 1.984.400 $ | +87.120 $ | 1.897.280 $ | -195.888 $ | 2.093.168 $ | |
|---|
| Agate Pass Investment Management, LLC | 2.098.027 $ | +102.488 $ | 1.995.539 $ | +87.648 $ | 1.907.891 $ | -196.938 $ | 2.104.829 $ | |
|---|
| EFG Private Wealth Management (Americas) Corp. | | | 1.117.916 $ | -457.581 $ | 1.575.497 $ | -529.088 $ | 2.104.585 $ | |
|---|
| Beaird Harris Wealth Management, LLC | 1.760.797 $ | +99.668 $ | 1.661.129 $ | -277.746 $ | 1.938.875 $ | -165.662 $ | 2.104.537 $ | |
|---|
| Insight Wealth Strategies, LLC | 2.097.793 $ | +308.631 $ | 1.789.162 $ | +67.428 $ | 1.721.734 $ | -169.400 $ | 1.891.134 $ | |
|---|
| FAIRFIELD, BUSH & CO. | 2.096.675 $ | +48.231 $ | 2.048.444 $ | +171.096 $ | 1.877.348 $ | -177.422 $ | 2.054.770 $ | |
|---|
| PKS Advisory Services, LLC | 2.090.391 $ | +203.942 $ | 1.886.449 $ | | | | | |
|---|
| Walkner Condon Financial Advisors LLC | 2.088.741 $ | +214.464 $ | 1.874.277 $ | | | | | |
|---|
| ECLECTIC ASSOCIATES INC /ADV | 2.088.482 $ | | | | | | | |
|---|
| JGP Wealth Management, LLC | 2.084.884 $ | +143.285 $ | 1.941.599 $ | | | | | |
|---|
| Wealth Dimensions Group, Ltd. | 2.074.403 $ | +129.983 $ | 1.944.420 $ | -137.634 $ | | | 2.082.054 $ | |
|---|
| VICUS CAPITAL | 2.078.861 $ | +45.919 $ | 2.032.942 $ | +202.744 $ | 1.830.198 $ | -78.871 $ | 1.909.069 $ | |
|---|
| Legacy Capital Wealth Partners, LLC | 1.704.227 $ | +111.744 $ | 1.592.483 $ | +55.394 $ | 1.537.089 $ | -539.192 $ | 2.076.281 $ | |
|---|
| AVISO WEALTH MANAGEMENT | 2.065.940 $ | +160.571 $ | 1.905.369 $ | +46.436 $ | 1.858.933 $ | -82.773 $ | 1.941.706 $ | |
|---|
| FIRST INTERSTATE BANK | 2.063.951 $ | +98.944 $ | 1.965.007 $ | +683.157 $ | 1.281.850 $ | -132.347 $ | 1.414.197 $ | |
|---|
| Abacus Planning Group, Inc. | 1.618.783 $ | -294.524 $ | 1.913.307 $ | +41.972 $ | 1.871.335 $ | -180.227 $ | 2.051.562 $ | |
|---|
| Maia Wealth LLC | 2.049.727 $ | +586.632 $ | 1.463.095 $ | +306.210 $ | 1.156.885 $ | +213.821 $ | 943.064 $ | |
|---|
| McGlone Suttner Wealth Management, Inc. | 2.049.413 $ | +238.714 $ | 1.810.699 $ | +112.724 $ | 1.697.975 $ | -138.529 $ | 1.836.504 $ | |
|---|
| Wealth Architects, LLC | 2.010.511 $ | +84.552 $ | 1.925.959 $ | +79.811 $ | 1.846.148 $ | -198.669 $ | 2.044.817 $ | |
|---|
| SITTNER & NELSON, LLC | 2.038.628 $ | +528.915 $ | 1.509.713 $ | +59.117 $ | 1.450.596 $ | -148.444 $ | 1.599.040 $ | |
|---|
| SAWGRASS ASSET MANAGEMENT LLC | 1.932.780 $ | +119.647 $ | 1.813.133 $ | +81.218 $ | 1.731.915 $ | -298.339 $ | 2.030.254 $ | |
|---|
| Monument Capital Management | 1.684.105 $ | +59.653 $ | 1.624.452 $ | -131.238 $ | 1.755.690 $ | -272.747 $ | 2.028.437 $ | |
|---|
| Compass Ion Advisors, LLC | 2.022.216 $ | +122.875 $ | 1.899.341 $ | | | | | |
|---|
| WealthTrust Axiom LLC | 2.019.624 $ | +133.018 $ | 1.886.606 $ | | | | | |
|---|
| BOK Financial Private Wealth, Inc. | 1.100.630 $ | -79.074 $ | 1.179.704 $ | +103 $ | 1.179.601 $ | -839.889 $ | 2.019.490 $ | |
|---|
| American Investment Services, Inc. | 703.508 $ | -1.140.631 $ | 1.844.139 $ | +27.062 $ | 1.817.077 $ | -198.906 $ | 2.015.983 $ | |
|---|
| ATWOOD & PALMER INC | 2.013.168 $ | +126.973 $ | 1.886.195 $ | +74.616 $ | 1.811.579 $ | -195.841 $ | 2.007.420 $ | |
|---|
| Capital Square, LLC | 2.008.658 $ | +318.631 $ | 1.690.027 $ | -83.179 $ | 1.773.206 $ | -102.795 $ | 1.876.001 $ | |
|---|
| OPTIMA CAPITAL LLC | 1.989.967 $ | +99.170 $ | 1.890.797 $ | +36.462 $ | 1.854.335 $ | -152.804 $ | 2.007.139 $ | |
|---|
| Financial Enhancement Group LLC | 2.006.956 $ | +1.804.000 $ | 202.956 $ | | | | | |
|---|
| Hummer Financial Advisory Services Inc | 1.913.406 $ | +47.393 $ | 1.866.013 $ | +49.583 $ | 1.816.430 $ | -187.659 $ | 2.004.089 $ | |
|---|
| BOS Asset Management, LLC | 1.998.233 $ | +178.630 $ | 1.819.603 $ | +157.562 $ | 1.662.041 $ | -33.192 $ | 1.695.233 $ | |
|---|
| Brendel Financial Advisors LLC | 1.993.312 $ | +130.794 $ | 1.862.518 $ | +1.860.673 $ | 1.845 $ | -4.058 $ | 5.903 $ | |
|---|
| Cypress Capital Management LLC (WY) | 1.936.030 $ | +127.858 $ | 1.808.172 $ | +30.981 $ | 1.777.191 $ | -214.173 $ | 1.991.364 $ | |
|---|
| ENTERPRISE FINANCIAL SERVICES CORP | 1.991.145 $ | +172.826 $ | 1.818.319 $ | +15.688 $ | 1.802.631 $ | -131.051 $ | 1.933.682 $ | |
|---|
| Baker Chad R | 1.984.236 $ | +135.136 $ | 1.849.100 $ | +81.180 $ | 1.767.920 $ | -182.532 $ | 1.950.452 $ | |
|---|
| EADS & HEALD WEALTH MANAGEMENT | 1.973.498 $ | +1.971.639 $ | 1.859 $ | +83 $ | 1.776 $ | -210 $ | 1.986 $ | |
|---|
| Interchange Capital Partners, LLC | 1.972.524 $ | +1.142.421 $ | 830.103 $ | | | | | |
|---|
| Diligent Investors, LLC | 1.959.922 $ | +242.452 $ | 1.717.470 $ | +76.595 $ | 1.640.875 $ | +122.937 $ | 1.517.938 $ | |
|---|
| Quent Capital, LLC | 1.957.195 $ | +242.917 $ | 1.714.278 $ | +165.680 $ | 1.548.598 $ | -179.042 $ | 1.727.640 $ | |
|---|
| Smith Thornton Advisors LLC | 1.954.206 $ | +138.748 $ | 1.815.458 $ | +51.543 $ | 1.763.915 $ | -174.225 $ | 1.938.140 $ | |
|---|
| Fortis Capital Advisors, LLC | 1.793.882 $ | +146.379 $ | 1.647.503 $ | -86.891 $ | 1.734.394 $ | -219.745 $ | 1.954.139 $ | |
|---|
| YACKTMAN ASSET MANAGEMENT LP | | | | | 1.767.920 $ | -182.532 $ | 1.950.452 $ | |
|---|
| Mill Creek Capital Advisors, LLC | 1.949.708 $ | +19.488 $ | 1.930.220 $ | | | | | |
|---|
| RIDGECREST WEALTH PARTNERS, LLC | 1.191.158 $ | -752.734 $ | 1.943.892 $ | +103.836 $ | 1.840.056 $ | -26.194 $ | 1.866.250 $ | |
|---|
| PATTON ALBERTSON MILLER GROUP, LLC | 1.740.396 $ | -201.646 $ | 1.942.042 $ | +463.349 $ | 1.478.693 $ | -143.036 $ | 1.621.729 $ | |
|---|
| Ransom Advisory, Ltd | 1.932.888 $ | +290.899 $ | 1.641.989 $ | -10.560 $ | 1.652.549 $ | -146.567 $ | 1.799.116 $ | |
|---|
| Pingora Partners LLC | 1.926.042 $ | +121.478 $ | 1.804.564 $ | +79.225 $ | 1.725.339 $ | -178.136 $ | 1.903.475 $ | |
|---|
| Hardin Capital Partners, LLC | 1.925.931 $ | +162.070 $ | 1.763.861 $ | +51.701 $ | 1.712.160 $ | -203.469 $ | 1.915.629 $ | |
|---|
| Guided Capital Wealth Management, LLC | | | 1.924.894 $ | | | | | |
|---|
| Newman Dignan & Sheerar, Inc. | 1.916.048 $ | +687.938 $ | 1.228.110 $ | +71.354 $ | 1.156.756 $ | -446.263 $ | 1.603.019 $ | |
|---|
| Steele Capital Management, Inc. | 1.914.685 $ | +120.941 $ | 1.793.744 $ | +78.923 $ | 1.714.821 $ | -173.760 $ | 1.888.581 $ | |
|---|
| Oak Asset Management, LLC | 1.904.862 $ | +120.142 $ | 1.784.720 $ | | | | | |
|---|
| Auxano Advisors, LLC | 1.902.335 $ | +520.696 $ | 1.381.639 $ | | | | | |
|---|
| CITY NATIONAL BANK OF FLORIDA /MSD | 1.902.334 $ | +240.734 $ | 1.661.600 $ | +227.970 $ | 1.433.630 $ | +73.071 $ | 1.360.559 $ | |
|---|
| Tradewinds, LLC. | 1.817.736 $ | +86.911 $ | 1.730.825 $ | -170.628 $ | | | 1.901.453 $ | |
|---|
| Great Lakes Retirement, Inc. | 1.901.396 $ | +200.066 $ | 1.701.330 $ | +95.263 $ | 1.606.067 $ | -83.925 $ | 1.689.992 $ | |
|---|
| Johnson & White Wealth Management, LLC | 1.901.130 $ | +112.320 $ | 1.788.810 $ | +1.787.084 $ | 1.726 $ | +267 $ | 1.459 $ | |
|---|
| Renaissance Investment Group LLC | 1.886.931 $ | +107.736 $ | 1.779.195 $ | +67.331 $ | 1.711.864 $ | -188.637 $ | 1.900.501 $ | |
|---|
| Platform Technology Partners | 1.896.977 $ | +133.657 $ | 1.763.320 $ | +107.151 $ | 1.656.169 $ | -154.063 $ | 1.810.232 $ | |
|---|
| Hemenway Trust Co LLC | 1.577.576 $ | +80.783 $ | 1.496.793 $ | +65.713 $ | 1.431.080 $ | -461.967 $ | 1.893.047 $ | |
|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1.888.705 $ | +152.612 $ | 1.736.093 $ | +179.022 $ | 1.557.071 $ | -65.863 $ | 1.622.934 $ | |
|---|
| Transce3nd, LLC | 11.357 $ | +2.098 $ | 9.259 $ | -1.788.786 $ | 1.798.045 $ | -89.677 $ | 1.887.722 $ | |
|---|
| Center for Financial Planning, Inc. | 1.887.078 $ | +143.375 $ | 1.743.703 $ | +187.263 $ | 1.556.440 $ | -184.483 $ | 1.740.923 $ | |
|---|
| Tevis Investment Management | | | | | | | 1.875.177 $ | |
|---|
| INVESTMENT PARTNERS, LTD. | 1.872.068 $ | +94.173 $ | 1.777.895 $ | | | | | |
|---|
| CVA Family Office, LLC | 1.836.073 $ | +127.394 $ | 1.708.679 $ | +97.964 $ | 1.610.715 $ | -258.575 $ | 1.869.290 $ | |
|---|
| Syverson Strege & Co | 1.868.415 $ | +67.444 $ | 1.800.971 $ | -5.358 $ | 1.806.329 $ | +1.229.132 $ | 577.197 $ | |
|---|
| Highview Capital Management LLC/DE/ | 1.803.776 $ | +154.356 $ | 1.649.420 $ | -67.726 $ | 1.717.146 $ | -151.244 $ | 1.868.390 $ | |
|---|
| Invst, LLC | 1.867.047 $ | +169.795 $ | 1.697.252 $ | +78.337 $ | 1.618.915 $ | -146.583 $ | 1.765.498 $ | |
|---|
| Chesapeake Wealth Management | 1.814.726 $ | +110.511 $ | 1.704.215 $ | +34.535 $ | 1.669.680 $ | -190.657 $ | 1.860.337 $ | |
|---|
| Facet Wealth, Inc. | 1.859.806 $ | +974.797 $ | 885.009 $ | +187.135 $ | 697.874 $ | +275.571 $ | 422.303 $ | |
|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1.858.714 $ | +82.262 $ | 1.776.452 $ | | | | | |
|---|
| D.B. Root & Company, LLC | 1.852.027 $ | +152.398 $ | 1.699.629 $ | | | | | |
|---|
| Roundview Capital LLC | 1.843.341 $ | +517.990 $ | 1.325.351 $ | +65.733 $ | 1.259.618 $ | -141.050 $ | 1.400.668 $ | |
|---|
| OFI INVEST ASSET MANAGEMENT | | | | | 1.443.364 $ | -395.856 $ | 1.839.220 $ | |
|---|
| Sequent Asset Management, LLC | 1.838.000 $ | +234.565 $ | 1.603.435 $ | +75.599 $ | 1.527.836 $ | -157.334 $ | 1.685.170 $ | |
|---|
| FOCUS Wealth Advisors, LLC | 1.836.074 $ | | | | | | | |
|---|
| Maple Capital Management, Inc. | 1.704.828 $ | +172.668 $ | 1.532.160 $ | -16.603 $ | 1.548.763 $ | -283.472 $ | 1.832.235 $ | |
|---|
| Westbourne Investment Advisors, Inc. | 1.640.234 $ | +83.720 $ | 1.556.514 $ | -104.145 $ | 1.660.659 $ | -171.458 $ | 1.832.117 $ | |
|---|
| GPS Wealth Strategies Group, LLC | 106.098 $ | -1.717.140 $ | 1.823.238 $ | -7.158 $ | 1.830.396 $ | +49.387 $ | 1.781.009 $ | |
|---|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1.826.761 $ | +249.388 $ | 1.577.373 $ | +20.741 $ | 1.556.632 $ | +29.571 $ | 1.527.061 $ | |
|---|
| Granite Investment Partners, LLC | 1.636.022 $ | +103.637 $ | 1.532.385 $ | -123.315 $ | 1.655.700 $ | -170.470 $ | 1.826.170 $ | |
|---|
| Northstar Financial Companies, Inc. | 1.819.655 $ | | | | | | | |
|---|
| FORTRESS PRIVATE LEDGER, LLC | 1.817.804 $ | +310.410 $ | 1.507.394 $ | +111.557 $ | 1.395.837 $ | -63.061 $ | 1.458.898 $ | |
|---|
| PRIVATE MANAGEMENT GROUP INC | 1.816.000 $ | +114.558 $ | 1.701.442 $ | | | | | |
|---|
| Blue Chip Partners, LLC | 1.807.223 $ | +83.562 $ | 1.723.661 $ | +296.457 $ | 1.427.204 $ | -8.219 $ | 1.435.423 $ | |
|---|
| MINDSET WEALTH MANAGEMENT, LLC | 1.805.841 $ | +157.788 $ | 1.648.053 $ | | | | | |
|---|
| PEOPLES BANK /OH | 1.804.263 $ | +121.805 $ | 1.682.458 $ | +74.189 $ | 1.608.269 $ | -194.831 $ | 1.803.100 $ | |
|---|
| Chung Wu Investment Group, LLC | 1.797.519 $ | +102.097 $ | 1.695.422 $ | +48.561 $ | 1.646.861 $ | | | |
|---|
| BridgePort Financial Solutions, LLC | 1.793.485 $ | +111.877 $ | 1.681.608 $ | +433.872 $ | 1.247.736 $ | +813.338 $ | 434.398 $ | |
|---|
| Strategic Investment Advisors / MI | 692.560 $ | -1.100.565 $ | 1.793.125 $ | +181.325 $ | 1.611.800 $ | | | |
|---|
| High Note Wealth, LLC | 1.459.363 $ | +1.438.166 $ | 21.197 $ | +1.793 $ | 19.404 $ | -1.772.140 $ | 1.791.544 $ | |
|---|
| Tradewinds Capital Management, LLC | 1.626.866 $ | +75.979 $ | 1.550.887 $ | +92.612 $ | 1.458.275 $ | -328.758 $ | 1.787.033 $ | |
|---|
| OneAscent Financial Services LLC | 1.785.104 $ | +411.219 $ | 1.373.885 $ | +1.371.848 $ | 2.037 $ | +16 $ | 2.021 $ | |
|---|
| AMERIFLEX GROUP, INC. | | | 1.588.525 $ | +833.441 $ | 755.084 $ | -1.025.566 $ | 1.780.650 $ | |
|---|
| Watts Gwilliam & Co., LLC | | | 1.757.382 $ | -18.392 $ | 1.775.774 $ | +11.086 $ | 1.764.688 $ | |
|---|
| Bigelow Investment Advisors, LLC | 1.772.007 $ | +153.706 $ | 1.618.301 $ | +95.734 $ | 1.522.567 $ | -161.244 $ | 1.683.811 $ | |
|---|
| Annis Gardner Whiting Capital Advisors, LLC | 1.771.170 $ | +677.334 $ | 1.093.836 $ | | | | | |
|---|
| State of Wyoming | 908.206 $ | -861.518 $ | 1.769.724 $ | +1.623.332 $ | 146.392 $ | | | |
|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 1.768.584 $ | +576.979 $ | 1.191.605 $ | +46.925 $ | 1.144.680 $ | -133.051 $ | 1.277.731 $ | |
|---|
| Goodman Financial Corp | | | 1.765.887 $ | | | | | |
|---|
| Cascades Capital Asset Management, LLC | 1.590.124 $ | -174.447 $ | 1.764.571 $ | +185.388 $ | 1.579.183 $ | -179.275 $ | 1.758.458 $ | |
|---|
| FIRST AMERICAN TRUST, FSB | 1.224.015 $ | -342.087 $ | 1.566.102 $ | -49.874 $ | 1.615.976 $ | -146.919 $ | 1.762.895 $ | |
|---|
| Trust Co | 1.750.466 $ | +1.324.271 $ | 426.195 $ | -8.994 $ | 435.189 $ | -196.210 $ | 631.399 $ | |
|---|
| Mason & Associates Inc | 1.750.105 $ | +232.152 $ | 1.517.953 $ | +192.983 $ | 1.324.970 $ | -136.799 $ | 1.461.769 $ | |
|---|
| CRUX WEALTH ADVISORS | 1.747.894 $ | +99.543 $ | 1.648.351 $ | +129.678 $ | 1.518.673 $ | +150.191 $ | 1.368.482 $ | |
|---|
| Werba Rubin Papier Wealth Management | 1.744.346 $ | | | | | | | |
|---|
| RoundAngle Advisors LLC | 1.737.710 $ | | | | | | | |
|---|
| Hexagon Capital Partners LLC | 1.729.212 $ | +174.970 $ | 1.554.242 $ | +60.316 $ | 1.493.926 $ | -198.275 $ | 1.692.201 $ | |
|---|
| Dentgroup LLC | 1.720.640 $ | +91.739 $ | 1.628.901 $ | +61.694 $ | 1.567.207 $ | -160.345 $ | 1.727.552 $ | |
|---|
| Provident Investment Management, Inc. | 1.718.937 $ | +96.577 $ | 1.622.360 $ | | | | | |
|---|
| COZAD ASSET MANAGEMENT INC | 1.702.244 $ | +113.851 $ | 1.588.393 $ | +29.982 $ | 1.558.411 $ | -159.949 $ | 1.718.360 $ | |
|---|
| Zullo Investment Group, Inc. | 843.789 $ | +64.565 $ | 779.224 $ | +69.189 $ | 710.035 $ | -1.005.624 $ | 1.715.659 $ | |
|---|
| Transamerica Financial Advisors, LLC | 1.714.580 $ | +101.766 $ | 1.612.814 $ | +50.312 $ | 1.562.502 $ | +1.560.709 $ | 1.793 $ | |
|---|
| Westmount Partners, LLC | 1.670.686 $ | +114.754 $ | 1.555.932 $ | +51.399 $ | 1.504.533 $ | -207.423 $ | 1.711.956 $ | |
|---|
| Midwest Financial Group LLC | 1.711.314 $ | +107.107 $ | 1.604.207 $ | | | | | |
|---|
| Gordian Capital Singapore Pte Ltd | 1.708.828 $ | +107.778 $ | 1.601.050 $ | +70.290 $ | 1.530.760 $ | -141.006 $ | 1.671.766 $ | |
|---|
| Trust Co of the South | 1.247.444 $ | +177.897 $ | 1.069.547 $ | -448.924 $ | 1.518.471 $ | -189.007 $ | 1.707.478 $ | |
|---|
| Emerald Advisors, LLC | 1.701.123 $ | +200.719 $ | 1.500.404 $ | | | | | |
|---|
| Touchstone Capital, Inc. | | | 1.693.482 $ | | | | | |
|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 1.686.471 $ | +141.685 $ | 1.544.786 $ | +108.935 $ | 1.435.851 $ | -158.567 $ | 1.594.418 $ | |
|---|
| CALDWELL SUTTER CAPITAL, INC. | 1.683.343 $ | +105.526 $ | 1.577.817 $ | | | | | |
|---|
| Taylor Hoffman Capital Management LLC | 1.522.662 $ | +156.696 $ | 1.365.966 $ | +59.969 $ | 1.305.997 $ | -376.871 $ | 1.682.868 $ | |
|---|
| Foster Group, Inc. | 1.681.405 $ | | | | | | | |
|---|
| Charter Oak Capital Management, LLC | 1.465.989 $ | -207.479 $ | 1.673.468 $ | | | | | |
|---|
| Foster Victor Wealth Advisors, LLC | 1.672.327 $ | +199.792 $ | 1.472.535 $ | +243.653 $ | 1.228.882 $ | +129.753 $ | 1.099.129 $ | |
|---|
| Legacy Bridge, LLC | 1.664.904 $ | +127.896 $ | 1.537.008 $ | +58.746 $ | 1.478.262 $ | -110.049 $ | 1.588.311 $ | |
|---|
| CALIBER WEALTH MANAGEMENT, LLC / KS | 1.664.306 $ | +197.200 $ | 1.467.106 $ | | | | | |
|---|
| Wealthquest Corp | 1.661.294 $ | +180.774 $ | 1.480.520 $ | +124.612 $ | 1.355.908 $ | -145.821 $ | 1.501.729 $ | |
|---|
| Marathon Strategic Advisors, LLC | 1.650.223 $ | +104.082 $ | 1.546.141 $ | | | | | |
|---|
| Sovran Advisors, LLC | 1.650.046 $ | +256.294 $ | 1.393.752 $ | +120.196 $ | 1.273.556 $ | +55.118 $ | 1.218.438 $ | |
|---|
| Trust Investment Advisors | 1.649.469 $ | +179.689 $ | 1.469.780 $ | | | | | |
|---|
| PUREfi Wealth, LLC | 1.643.483 $ | +428.714 $ | 1.214.769 $ | +111.867 $ | 1.102.902 $ | +49.539 $ | 1.053.363 $ | |
|---|
| ADVOCATE GROUP LLC | 686.780 $ | -37.188 $ | 723.968 $ | -181.983 $ | 905.951 $ | -737.424 $ | 1.643.375 $ | |
|---|
| Ridgewood Investments LLC | | | 1.633.297 $ | +193.458 $ | 1.439.839 $ | +752.830 $ | 687.009 $ | |
|---|
| Berkshire Money Management, Inc. | 1.246.995 $ | +33.680 $ | 1.213.315 $ | -294.663 $ | 1.507.978 $ | -124.750 $ | 1.632.728 $ | |
|---|
| Legacy Trust | 1.630.487 $ | +184.581 $ | 1.445.906 $ | +491.660 $ | 954.246 $ | -99.593 $ | 1.053.839 $ | |
|---|
| HOME FEDERAL BANK OF TENNESSEE | 1.619.537 $ | +91.992 $ | 1.527.545 $ | +49.821 $ | 1.477.724 $ | -152.569 $ | 1.630.293 $ | |
|---|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1.629.092 $ | +275.879 $ | | | 1.353.213 $ | -126.037 $ | 1.479.250 $ | |
|---|
| Princeton Global Asset Management LLC | 1.214.298 $ | +49.244 $ | 1.165.054 $ | -290.734 $ | 1.455.788 $ | -172.961 $ | 1.628.749 $ | |
|---|
| Apollon Financial, LLC | 1.627.373 $ | +164.275 $ | 1.463.098 $ | | | | | |
|---|
| Eldridge Investment Advisors, Inc. | 1.619.115 $ | +101.218 $ | 1.517.897 $ | +65.885 $ | 1.452.012 $ | -174.772 $ | 1.626.784 $ | |
|---|
| GUARDIAN INVESTMENT MANAGEMENT | 1.624.327 $ | +125.992 $ | 1.498.335 $ | | | | | |
|---|
| TrueWealth Advisors, LLC | | | | | 1.486.069 $ | -136.266 $ | 1.622.335 $ | |
|---|
| Capstone Financial Advisors, Inc. | 1.606.560 $ | +101.269 $ | 1.505.291 $ | +91.584 $ | 1.413.707 $ | -208.531 $ | 1.622.238 $ | |
|---|
| PARK CIRCLE Co | 1.620.739 $ | +102.222 $ | 1.518.517 $ | +66.667 $ | 1.451.850 $ | -149.899 $ | 1.601.749 $ | |
|---|
| WEIK CAPITAL MANAGEMENT | 1.619.776 $ | +107.911 $ | 1.511.865 $ | +64.219 $ | 1.447.646 $ | +528.198 $ | 919.448 $ | |
|---|
| HORAN Wealth, LLC | 1.613.648 $ | +127.550 $ | 1.486.098 $ | | | | | |
|---|
| AUGUSTINE ASSET MANAGEMENT INC | 1.613.278 $ | +121.032 $ | 1.492.246 $ | +79.311 $ | 1.412.935 $ | -161.222 $ | 1.574.157 $ | |
|---|
| TCFG WEALTH MANAGEMENT, LLC | 1.085.802 $ | -526.519 $ | 1.612.321 $ | +448.769 $ | 1.163.552 $ | +28.274 $ | 1.135.278 $ | |
|---|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 320.345 $ | -4.894 $ | 325.239 $ | -1.277.769 $ | 1.603.008 $ | -9.249 $ | 1.612.257 $ | |
|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 211.533 $ | -1.039.804 $ | 1.251.337 $ | -200.025 $ | 1.451.362 $ | -159.544 $ | 1.610.906 $ | |
|---|
| Trueblood Wealth Management, LLC | 1.610.057 $ | +36.912 $ | 1.573.145 $ | | | | | |
|---|
| 44 WEALTH MANAGEMENT LLC | | | | | | | 1.609.658 $ | |
|---|
| DF DENT & CO INC | 1.589.090 $ | -17.936 $ | 1.607.026 $ | +32.823 $ | 1.574.203 $ | +193.664 $ | 1.380.539 $ | |
|---|
| CARDEROCK CAPITAL MANAGEMENT INC | 1.276.567 $ | +80.515 $ | 1.196.052 $ | -260.110 $ | 1.456.162 $ | -150.344 $ | 1.606.506 $ | |
|---|
| NewSquare Capital LLC | 1.599.227 $ | +1.229.902 $ | 369.325 $ | +137.405 $ | 231.920 $ | +20.032 $ | 211.888 $ | |
|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1.375.125 $ | -221.415 $ | 1.596.540 $ | | | | | |
|---|
| Long Run Wealth Advisors, LLC | 1.478.277 $ | +109.421 $ | 1.368.856 $ | +124.438 $ | 1.244.418 $ | -351.726 $ | 1.596.144 $ | |
|---|
| Thrive Wealth Management, LLC | 1.596.069 $ | | | | | | | |
|---|
| Rosenberg Matthew Hamilton | 1.543.023 $ | +126.748 $ | 1.416.275 $ | +54.740 $ | 1.361.535 $ | -233.578 $ | 1.595.113 $ | |
|---|
| First Western Trust Bank | | | | | 1.438.915 $ | -154.390 $ | 1.593.305 $ | |
|---|
| Beirne Wealth Consulting Services, LLC | 1.572.422 $ | -9.028 $ | 1.581.450 $ | | | | | |
|---|
| Gateway Wealth Partners, LLC | 1.580.262 $ | +773.980 $ | 806.282 $ | | | | | |
|---|
| Brady Martz Wealth Solutions, LLC | 1.576.953 $ | +116.099 $ | 1.460.854 $ | +67.793 $ | 1.393.061 $ | -144.753 $ | 1.537.814 $ | |
|---|
| Plotkin Financial Advisors, LLC | 1.576.815 $ | +99.114 $ | 1.477.701 $ | +83.201 $ | 1.394.500 $ | +110.889 $ | 1.283.611 $ | |
|---|
| BSW Wealth Partners | 1.014.369 $ | -43.349 $ | 1.057.718 $ | +5.269 $ | 1.052.449 $ | -521.474 $ | 1.573.923 $ | |
|---|
| Curtis Advisory Group, LLC | 1.568.030 $ | | | | | | | |
|---|
| Sterling Financial Planning, Inc. | 1.565.601 $ | +91.916 $ | 1.473.685 $ | | | | | |
|---|
| Talbot Financial, LLC | 1.564.420 $ | +98.670 $ | 1.465.750 $ | +42.790 $ | 1.422.960 $ | +971.026 $ | 451.934 $ | |
|---|
| Virtus Investment Advisers, LLC | | | | | | | 1.564.048 $ | |
|---|
| Advyzon Investment Management, LLC | | | 1.562.736 $ | +403.862 $ | 1.158.874 $ | +188.539 $ | 970.335 $ | |
|---|
| KEB ASSET MANAGEMENT, LLC | 1.561.668 $ | +158.720 $ | 1.402.948 $ | +68.492 $ | 1.334.456 $ | -140.752 $ | 1.475.208 $ | |
|---|
| Arcus Capital Partners, LLC | | | 1.557.557 $ | +101.992 $ | 1.455.565 $ | | | |
|---|
| AIMZ Investment Advisors, LLC | 1.556.228 $ | +98.501 $ | 1.457.727 $ | +56.250 $ | 1.401.477 $ | -148.349 $ | 1.549.826 $ | |
|---|
| Piscataqua Savings Bank | 1.487.991 $ | +43.114 $ | 1.444.877 $ | +61.271 $ | 1.383.606 $ | -167.462 $ | 1.551.068 $ | |
|---|
| FWG Holdings, LLC | 1.550.388 $ | +356.478 $ | 1.193.910 $ | | | | | |
|---|
| DIAMANT ASSET MANAGEMENT, INC. | 1.509.304 $ | +112.106 $ | 1.397.198 $ | +37.624 $ | 1.359.574 $ | -187.943 $ | 1.547.517 $ | |
|---|
| FLAGSHIP WEALTH ADVISORS, LLC | 1.542.504 $ | +97.399 $ | 1.445.105 $ | +176.740 $ | 1.268.365 $ | -166.985 $ | 1.435.350 $ | |
|---|
| Councilmark Asset Management, LLC | 1.541.555 $ | +79.751 $ | 1.461.804 $ | +56.631 $ | 1.405.173 $ | -135.565 $ | 1.540.738 $ | |
|---|
| AUXIER ASSET MANAGEMENT LLC | 1.473.252 $ | +35.079 $ | 1.438.173 $ | +49.126 $ | 1.389.047 $ | -143.891 $ | 1.532.938 $ | |
|---|
| Seelaus Asset Management LLC | 1.532.530 $ | +85.384 $ | 1.447.146 $ | +51.675 $ | 1.395.471 $ | -20.747 $ | 1.416.218 $ | |
|---|
| Hartford Funds Management Co LLC | 1.531.596 $ | +717.832 $ | 813.764 $ | -9.978 $ | 823.742 $ | -87.909 $ | 911.651 $ | |
|---|
| MBA Advisors LLC | 1.531.241 $ | +99.227 $ | 1.432.014 $ | | | | | |
|---|
| LifeSteps Financial, Inc. | 1.510.480 $ | +99.215 $ | 1.411.265 $ | +65.773 $ | 1.345.492 $ | -182.121 $ | 1.527.613 $ | |
|---|
| Quantum Financial Advisors, LLC | 1.525.524 $ | | | | | | | |
|---|
| HAP TRADING, LLC | | | 1.522.231 $ | | | | | |
|---|
| Partners in Financial Planning | 1.519.052 $ | +31.428 $ | 1.487.624 $ | +126.865 $ | 1.360.759 $ | -140.494 $ | 1.501.253 $ | |
|---|
| General Partner, Inc. | 1.513.637 $ | +95.466 $ | 1.418.171 $ | +41.995 $ | 1.376.176 $ | -142.084 $ | 1.518.260 $ | |
|---|
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1.515.803 $ | +95.604 $ | 1.420.199 $ | +62.350 $ | 1.357.849 $ | -140.193 $ | 1.498.042 $ | |
|---|
| Eagle Strategies LLC | 1.515.047 $ | +114.795 $ | 1.400.252 $ | | | | | |
|---|
| Osprey Private Wealth LLC | 1.514.840 $ | +208.293 $ | 1.306.547 $ | +824.087 $ | 482.460 $ | | | |
|---|
| Sollinda Capital Management LLC | 362.958 $ | -4.168 $ | 367.126 $ | -1.144.134 $ | 1.511.260 $ | +1.101.362 $ | 409.898 $ | |
|---|
| Smallwood Wealth Investment Management, LLC | 1.511.175 $ | +78.962 $ | 1.432.213 $ | +64.065 $ | 1.368.148 $ | -139.440 $ | 1.507.588 $ | |
|---|
| Baltimore-Washington Financial Advisors, Inc. | 1.508.622 $ | +106.244 $ | 1.402.378 $ | +67.013 $ | 1.335.365 $ | -16.534 $ | 1.351.899 $ | |
|---|
| D'Orazio & Associates, Inc. | 1.474.725 $ | +306.800 $ | 1.167.925 $ | +68.648 $ | 1.099.277 $ | -399.956 $ | 1.499.233 $ | |
|---|
| Cromwell Holdings LLC | 1.469.110 $ | +92.657 $ | 1.376.453 $ | +60.431 $ | 1.316.022 $ | -180.712 $ | 1.496.734 $ | |
|---|
| Barton Investment Management | 1.496.308 $ | +81.408 $ | 1.414.900 $ | +62.117 $ | 1.352.783 $ | -139.670 $ | 1.492.453 $ | |
|---|
| McKinley Carter Wealth Services, Inc. | 1.282.097 $ | -208.002 $ | 1.490.099 $ | | | | | |
|---|
| Members Trust Co | 1.490.048 $ | +189.928 $ | 1.300.120 $ | | | | | |
|---|
| LexAurum Advisors, LLC | | | 1.488.524 $ | | | | | |
|---|
| CAHILL FINANCIAL ADVISORS INC | 1.278.479 $ | -19.632 $ | 1.298.111 $ | -7.900 $ | 1.306.011 $ | -180.404 $ | 1.486.415 $ | |
|---|
| Advance Capital Management, Inc. | 1.473.238 $ | -6.268 $ | 1.479.506 $ | +129.995 $ | 1.349.511 $ | -95.388 $ | 1.444.899 $ | |
|---|
| Strata Wealth Advisors, LLC | 764.447 $ | +79.902 $ | 684.545 $ | +45.042 $ | 639.503 $ | -836.195 $ | 1.475.698 $ | |
|---|
| Delta Investment Management, LLC | 1.471.742 $ | +23.724 $ | 1.448.018 $ | | | | | |
|---|
| Brookwood Investment Group LLC | 1.470.849 $ | +406.679 $ | 1.064.170 $ | -132.590 $ | 1.196.760 $ | -2.536 $ | 1.199.296 $ | |
|---|
| Athena Investment Management | 1.470.555 $ | +92.073 $ | 1.378.482 $ | +46.290 $ | 1.332.192 $ | -135.166 $ | 1.467.358 $ | |
|---|
| Peregrine Asset Advisers, Inc. | 1.469.953 $ | +92.712 $ | 1.377.241 $ | +60.464 $ | 1.316.777 $ | -67.449 $ | 1.384.226 $ | |
|---|
| J.Safra Asset Management Corp | 1.464.263 $ | +260.426 $ | 1.203.837 $ | +200.498 $ | 1.003.339 $ | -32.172 $ | 1.035.511 $ | |
|---|
| Frisch Financial Group, Inc. | 1.462.911 $ | +114.099 $ | 1.348.812 $ | +1.347.265 $ | 1.547 $ | +146 $ | 1.401 $ | |
|---|
| ARGUS INVESTORS' COUNSEL, INC. | 978.048 $ | +53.569 $ | 924.479 $ | -296.396 $ | 1.220.875 $ | -237.880 $ | 1.458.755 $ | |
|---|
| PRUDENT INVESTORS NETWORK, INC. | 1.455.151 $ | +726.109 $ | 729.042 $ | +178.076 $ | 550.966 $ | -245.746 $ | 796.712 $ | |
|---|
| Astoria Portfolio Advisors LLC. | 1.450.392 $ | +490.495 $ | 959.897 $ | -156.764 $ | 1.116.661 $ | -20.648 $ | 1.137.309 $ | |
|---|
| JSF Financial, LLC | 1.443.075 $ | +1.156.879 $ | 286.196 $ | -49.700 $ | 335.896 $ | +34.803 $ | 301.093 $ | |
|---|
| Impact Partnership Wealth, LLC | 1.438.097 $ | +362.771 $ | 1.075.326 $ | -10.098 $ | 1.085.424 $ | -294.728 $ | 1.380.152 $ | |
|---|
| Hickory Point Bank & Trust | 1.434.092 $ | +90.450 $ | 1.343.642 $ | +58.989 $ | 1.284.653 $ | -151.189 $ | 1.435.842 $ | |
|---|
| Worth Financial Advisory Group, LLC | 1.434.605 $ | +137.760 $ | 1.296.845 $ | | | | | |
|---|
| Triumph Capital Management | 1.433.379 $ | +1.201.839 $ | 231.540 $ | -3.039 $ | 234.579 $ | -25.941 $ | 260.520 $ | |
|---|
| WealthPLAN Partners, LLC | 1.428.626 $ | +105.681 $ | 1.322.945 $ | | | | | |
|---|
| Onyx Bridge Wealth Group LLC | 1.423.963 $ | +19.986 $ | 1.403.977 $ | +207.335 $ | 1.196.642 $ | -146.510 $ | 1.343.152 $ | |
|---|
| EPIQ PARTNERS, LLC | 1.409.542 $ | +88.901 $ | 1.320.641 $ | +57.980 $ | 1.262.661 $ | -156.174 $ | 1.418.835 $ | |
|---|
| Mattson Financial Services, LLC | 1.417.827 $ | +4.978 $ | 1.412.849 $ | +210.580 $ | 1.202.269 $ | -112.709 $ | 1.314.978 $ | |
|---|
| Pullen Investment Management, LLC | 1.411.688 $ | +72.576 $ | 1.339.112 $ | +48.980 $ | 1.290.132 $ | -121.666 $ | 1.411.798 $ | |
|---|
| ERn Financial, LLC | 745.385 $ | +51.418 $ | 693.967 $ | +10.297 $ | 683.670 $ | -721.703 $ | 1.405.373 $ | |
|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 876.436 $ | -260.422 $ | 1.136.858 $ | -57.889 $ | 1.194.747 $ | -210.530 $ | 1.405.277 $ | |
|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.403.205 $ | +108.715 $ | 1.294.490 $ | +196.786 $ | 1.097.704 $ | -5.669 $ | 1.103.373 $ | |
|---|
| WESTBOURNE INVESTMENTS, INC. | 1.402.832 $ | +1.022.558 $ | 380.274 $ | -49.765 $ | 430.039 $ | -68.186 $ | 498.225 $ | |
|---|
| Westend Capital Management, LLC | 1.325.442 $ | +88.785 $ | 1.236.657 $ | +54.294 $ | 1.182.363 $ | -217.218 $ | 1.399.581 $ | |
|---|
| One River Asset Management, LLC | 1.395.944 $ | | | | | | | |
|---|
| Argyle Capital Management, LLC | 1.391.612 $ | +87.771 $ | 1.303.841 $ | +57.242 $ | 1.246.599 $ | -128.708 $ | 1.375.307 $ | |
|---|
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 1.390.890 $ | +87.725 $ | 1.303.165 $ | +56.525 $ | 1.246.640 $ | +750.069 $ | 496.571 $ | |
|---|
| Verus Financial Partners, Inc. | 1.388.815 $ | +286.562 $ | 1.102.253 $ | +15.418 $ | 1.086.835 $ | +49.590 $ | 1.037.245 $ | |
|---|
| Parvin Asset Management, LLC | 1.167.418 $ | +72.503 $ | 1.094.915 $ | -154.056 $ | 1.248.971 $ | -139.656 $ | 1.388.627 $ | |
|---|
| Cardinal Point Capital Management ULC | 1.387.043 $ | +555.856 $ | 831.187 $ | +346.087 $ | 485.100 $ | | | |
|---|
| Sageworth Trust Co | 622.158 $ | -761.623 $ | 1.383.781 $ | | | | | |
|---|
| FRG Family Wealth Advisors LLC | 1.381.386 $ | +96.598 $ | 1.284.788 $ | +40.236 $ | 1.244.552 $ | -72.598 $ | 1.317.150 $ | |
|---|
| Level Financial Advisors | 328.922 $ | -486.929 $ | 815.851 $ | -435.860 $ | 1.251.711 $ | -129.048 $ | 1.380.759 $ | |
|---|
| Glass Jacobson Investment Advisors llc | 86.284 $ | +5.442 $ | 80.842 $ | +3.549 $ | 77.293 $ | -1.299.457 $ | 1.376.750 $ | |
|---|
| SUMMIT WEALTH GROUP LLC / CO | 1.372.602 $ | +502.009 $ | | | 870.593 $ | | | |
|---|
| Renasant Bank | 1.203.881 $ | -167.047 $ | 1.370.928 $ | +96.839 $ | 1.274.089 $ | +153.411 $ | 1.120.678 $ | |
|---|
| MERIDIAN INVESTMENT COUNSEL INC. | 1.370.432 $ | +86.435 $ | 1.283.997 $ | +56.371 $ | 1.227.626 $ | -141.139 $ | 1.368.765 $ | |
|---|
| Plante Moran Financial Advisors, LLC | 1.335.782 $ | -33.572 $ | 1.369.354 $ | +61.417 $ | 1.307.937 $ | -13.492 $ | 1.321.429 $ | |
|---|
| CULTIVAR CAPITAL, INC. | 1.365.955 $ | +104.756 $ | 1.261.199 $ | +71.540 $ | 1.189.659 $ | +36.775 $ | 1.152.884 $ | |
|---|
| INCEPTIONR LLC | | | | | | | 1.365.554 $ | |
|---|
| PRENTISS SMITH & CO INC | 1.362.369 $ | +85.926 $ | 1.276.443 $ | +56.039 $ | 1.220.404 $ | -126.003 $ | 1.346.407 $ | |
|---|
| HHM Wealth Advisors, LLC | 1.227.099 $ | -10.122 $ | 1.237.221 $ | +14.949 $ | 1.222.272 $ | -139.060 $ | 1.361.332 $ | |
|---|
| Leisure Capital Management | 1.316.651 $ | +26.668 $ | 1.289.983 $ | +56.633 $ | 1.233.350 $ | -127.328 $ | 1.360.678 $ | |
|---|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1.359.775 $ | +45.024 $ | 1.314.751 $ | +3.538 $ | 1.311.213 $ | +165.323 $ | 1.145.890 $ | |
|---|
| Wills Financial Group LLC | 1.359.087 $ | +121.974 $ | 1.237.113 $ | +41.226 $ | 1.195.887 $ | -54.014 $ | 1.249.901 $ | |
|---|
| CHEMUNG CANAL TRUST CO | 1.348.530 $ | -4.023 $ | 1.352.553 $ | +50.220 $ | 1.302.333 $ | | | |
|---|
| Cyr Financial Inc. | 1.351.777 $ | +195.635 $ | 1.156.142 $ | | | | | |
|---|
| Signature Wealth Management Partners, LLC | 1.348.400 $ | +82.330 $ | 1.266.070 $ | | | | | |
|---|
| Enhancing Capital LLC | 1.347.808 $ | +85.008 $ | 1.262.800 $ | | | | | |
|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | 1.342.474 $ | +25.318 $ | 1.317.156 $ | +144.737 $ | 1.172.419 $ | -129.361 $ | 1.301.780 $ | |
|---|
| Selective Wealth Management, Inc. | 956.703 $ | -222.314 $ | 1.179.017 $ | -89.024 $ | 1.268.041 $ | -73.198 $ | 1.341.239 $ | |
|---|
| Boxwood Ventures, Inc. | 1.340.106 $ | +84.522 $ | 1.255.584 $ | +55.124 $ | 1.200.460 $ | | | |
|---|
| LCM Capital Management Inc | 1.338.814 $ | +88.449 $ | 1.250.365 $ | +57.064 $ | 1.193.301 $ | -105.173 $ | 1.298.474 $ | |
|---|
| PRIVATE CLIENT SERVICES, LLC | 921.162 $ | +37.612 $ | 883.550 $ | -454.278 $ | 1.337.828 $ | +176.651 $ | 1.161.177 $ | |
|---|
| Aljian Capital Management, LLC | 1.333.854 $ | +21.882 $ | 1.311.972 $ | | | | | |
|---|
| WRAPMANAGER INC | 1.301.718 $ | -32.115 $ | 1.333.833 $ | | | | | |
|---|
| KEYNOTE FINANCIAL SERVICES LLC | 1.330.118 $ | +79.044 $ | 1.251.074 $ | +60.315 $ | 1.190.759 $ | -140.782 $ | 1.331.541 $ | |
|---|
| S&T BANK/PA | 1.325.064 $ | +86.392 $ | 1.238.672 $ | +195.060 $ | 1.043.612 $ | -82.416 $ | 1.126.028 $ | |
|---|
| Quad-Cities Investment Group, LLC | 1.324.516 $ | +79.184 $ | 1.245.332 $ | | | | | |
|---|
| EVERMAY WEALTH MANAGEMENT LLC | 1.321.375 $ | +55.830 $ | 1.265.545 $ | +22.034 $ | 1.243.511 $ | -72.472 $ | 1.315.983 $ | |
|---|
| Optas, LLC | 1.045.033 $ | -276.181 $ | 1.321.214 $ | | | | | |
|---|
| M.E. ALLISON & CO., INC. | 1.320.296 $ | | | | | | | |
|---|
| Destiny Wealth Partners, LLC | 1.318.443 $ | +106.926 $ | 1.211.517 $ | +12.851 $ | 1.198.666 $ | +114.561 $ | 1.084.105 $ | |
|---|
| Lewis Asset Management, LLC | 1.317.162 $ | +107.975 $ | 1.209.187 $ | +100.311 $ | 1.108.876 $ | +647.926 $ | 460.950 $ | |
|---|
| Fermata Advisors, LLC | 888.259 $ | +196.120 $ | 692.139 $ | -23.324 $ | 715.463 $ | -600.641 $ | 1.316.104 $ | |
|---|
| Clear Creek Financial Management, LLC | 1.315.868 $ | +100.089 $ | 1.215.779 $ | | | | | |
|---|
| Certified Advisory Corp | 1.315.837 $ | +141.727 $ | 1.174.110 $ | | | | | |
|---|
| SUMMIT SECURITIES GROUP LLC | 1.162.725 $ | -150.813 $ | 1.313.538 $ | +990.030 $ | 323.508 $ | +133.220 $ | 190.288 $ | |
|---|
| AGH Wealth Advisors, LLC | 1.306.895 $ | +17.589 $ | 1.289.306 $ | +166.784 $ | 1.122.522 $ | -68.561 $ | 1.191.083 $ | |
|---|
| Corus Family Wealth Advisors | 1.305.332 $ | +113.091 $ | 1.192.241 $ | +57.514 $ | 1.134.727 $ | -90.699 $ | 1.225.426 $ | |
|---|
| Dupree Financial Group, LLC | 1.301.213 $ | +54.727 $ | 1.246.486 $ | | | | | |
|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 1.299.312 $ | +10.015 $ | 1.289.297 $ | | | | | |
|---|
| Golden State Wealth Management, LLC | 1.298.704 $ | +100.627 $ | 1.198.077 $ | +194.812 $ | 1.003.265 $ | -145.482 $ | 1.148.747 $ | |
|---|
| Austin Wealth Management, LLC | 1.295.996 $ | +103.592 $ | 1.192.404 $ | | | | | |
|---|
| Parcion Private Wealth LLC | 1.291.369 $ | +211.111 $ | 1.080.258 $ | +252.031 $ | 828.227 $ | -461.450 $ | 1.289.677 $ | |
|---|
| Innova Wealth Partners | 1.289.075 $ | +101.774 $ | 1.187.301 $ | +375.156 $ | 812.145 $ | -80.683 $ | 892.828 $ | |
|---|
| Trinity Financial Advisors LLC | 881.693 $ | +27.916 $ | 853.777 $ | -385.498 $ | 1.239.275 $ | -49.409 $ | 1.288.684 $ | |
|---|
| Oak Thistle LLC | | | 1.284.787 $ | +641.018 $ | | | 643.769 $ | |
|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | | | | | 1.159.146 $ | -120.665 $ | 1.279.811 $ | |
|---|
| Bernard Wealth Management Corp. | 1.180.536 $ | +74.458 $ | 1.106.078 $ | -49.538 $ | 1.155.616 $ | -123.239 $ | 1.278.855 $ | |
|---|
| Nadler Financial Group, Inc. | 1.014.048 $ | -65.465 $ | 1.079.513 $ | -59.960 $ | 1.139.473 $ | -139.264 $ | 1.278.737 $ | |
|---|
| ROMAN BUTLER FULLERTON & CO | 1.275.929 $ | +192.072 $ | 1.083.857 $ | | | | | |
|---|
| Stonehearth Capital Management, LLC | 1.177.527 $ | +69.420 $ | 1.108.107 $ | +44.121 $ | 1.063.986 $ | -209.279 $ | 1.273.265 $ | |
|---|
| Root Financial Partners, LLC | 1.271.729 $ | +249.115 $ | 1.022.614 $ | +121.664 $ | 900.950 $ | | | |
|---|
| Blueprint Financial Advisors LLC | 1.270.608 $ | +1.051 $ | 1.269.557 $ | | | | | |
|---|
| Tradition Wealth Management, LLC | 928.063 $ | +15.783 $ | 912.280 $ | -225.875 $ | 1.138.155 $ | -131.988 $ | 1.270.143 $ | |
|---|
| WEDGEWOOD INVESTORS INC /PA/ | 1.174.692 $ | +33.724 $ | 1.140.968 $ | +26.376 $ | 1.114.592 $ | -151.947 $ | 1.266.539 $ | |
|---|
| Courage Miller Partners, LLC | 1.266.195 $ | +80.854 $ | 1.185.341 $ | | | | | |
|---|
| COMPASS CAPITAL MANAGEMENT, INC | 1.261.885 $ | +96.613 $ | 1.165.272 $ | | | | | |
|---|
| Payne Capital Management, LLC | 877.939 $ | -383.788 $ | 1.261.727 $ | | | | | |
|---|
| Mirador Capital Partners LP | 1.194.106 $ | +79.348 $ | 1.114.758 $ | -30.647 $ | 1.145.405 $ | -115.771 $ | 1.261.176 $ | |
|---|
| Matisse Capital | 1.260.802 $ | +79.858 $ | 1.180.944 $ | +45.379 $ | 1.135.565 $ | -117.244 $ | 1.252.809 $ | |
|---|
| CTC Alternative Strategies, Ltd. | | | 496.100 $ | -763.004 $ | 1.259.104 $ | +521.738 $ | 737.366 $ | |
|---|
| New England Professional Planning Group Inc. | 1.178.369 $ | +52.784 $ | 1.125.585 $ | +30.876 $ | 1.094.709 $ | -162.382 $ | 1.257.091 $ | |
|---|
| HALL LAURIE J TRUSTEE | 993.046 $ | +44.592 $ | 948.454 $ | +25.471 $ | 922.983 $ | -333.156 $ | 1.256.139 $ | |
|---|
| Rise Advisors, LLC | 1.254.396 $ | +54.124 $ | 1.200.272 $ | +75.938 $ | 1.124.334 $ | -128.640 $ | 1.252.974 $ | |
|---|
| Triton Wealth Management, PLLC | 1.247.208 $ | +251.468 $ | 995.740 $ | | | | | |
|---|
| Waterfront Wealth Inc. | 1.244.116 $ | +185.239 $ | 1.058.877 $ | +51.390 $ | 1.007.487 $ | -134.535 $ | 1.142.022 $ | |
|---|
| Portland Global Advisors LLC | 1.241.187 $ | +73.548 $ | 1.167.639 $ | +51.262 $ | 1.116.377 $ | -98.017 $ | 1.214.394 $ | |
|---|
| Roberts Capital Advisors, LLC | | | 1.240.250 $ | | | | | |
|---|
| apricus wealth, LLC | 1.235.811 $ | +274.129 $ | 961.682 $ | +42.480 $ | 919.202 $ | -94.608 $ | 1.013.810 $ | |
|---|
| FIRETHORN WEALTH PARTNERS, LLC | 668.544 $ | +63.272 $ | 605.272 $ | +146.363 $ | 458.909 $ | -776.030 $ | 1.234.939 $ | |
|---|
| Phillips Wealth Planners LLC | 1.234.453 $ | +214.645 $ | 1.019.808 $ | +13.406 $ | 1.006.402 $ | +135.319 $ | 871.083 $ | |
|---|
| Clarion Wealth Managment Partners, LLC | 1.233.741 $ | +21.524 $ | 1.212.217 $ | | | | | |
|---|
| TLWM | 1.232.761 $ | | | | | | | |
|---|
| Holcombe Financial, Inc. | 1.232.402 $ | +83.028 $ | 1.149.374 $ | +50.461 $ | 1.098.913 $ | -113.459 $ | 1.212.372 $ | |
|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.231.439 $ | +77.104 $ | 1.154.335 $ | +81.186 $ | 1.073.149 $ | +619.312 $ | 453.837 $ | |
|---|
| Holistic Financial Partners | 1.229.996 $ | +64.048 $ | 1.165.948 $ | | | | | |
|---|
| Perennial Advisors, LLC | 1.226.746 $ | +77.372 $ | 1.149.374 $ | +50.460 $ | 1.098.914 $ | -112.270 $ | 1.211.184 $ | |
|---|
| Old Port Advisors | 1.225.931 $ | +81.949 $ | 1.143.982 $ | +52.384 $ | 1.091.598 $ | -127.564 $ | 1.219.162 $ | |
|---|
| Nicholas Wealth, LLC. | 1.224.731 $ | +218.472 $ | 1.006.259 $ | +250.259 $ | 756.000 $ | +42.586 $ | 713.414 $ | |
|---|
| Samalin Investment Counsel, LLC | 622.685 $ | -153.380 $ | 776.065 $ | +42.018 $ | 734.047 $ | -484.933 $ | 1.218.980 $ | |
|---|
| COERENTE CAPITAL MANAGEMENT | 1.206.167 $ | +63.672 $ | 1.142.495 $ | +47.463 $ | 1.095.032 $ | -119.005 $ | 1.214.037 $ | |
|---|
| INVENIO WEALTH PARTNERS LLC | 1.213.870 $ | +98.547 $ | 1.115.323 $ | | | | | |
|---|
| Glen Eagle Advisors, LLC | 1.057.033 $ | -155.289 $ | 1.212.322 $ | +274.717 $ | 937.605 $ | -117.617 $ | 1.055.222 $ | |
|---|
| Altus Wealth Group LLC | 1.163.447 $ | +73.493 $ | 1.089.954 $ | +32.220 $ | 1.057.734 $ | -151.890 $ | 1.209.624 $ | |
|---|
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 1.209.236 $ | +261.854 $ | 947.382 $ | -58.015 $ | 1.005.397 $ | -144.953 $ | 1.150.350 $ | |
|---|
| Adams Asset Advisors, LLC | 1.208.214 $ | +76.204 $ | 1.132.010 $ | +49.698 $ | 1.082.312 $ | +62.131 $ | 1.020.181 $ | |
|---|
| FLOYD FINANCIAL GROUP LLC | 1.205.192 $ | +313.221 $ | 891.971 $ | +34.426 $ | 857.545 $ | -181.903 $ | 1.039.448 $ | |
|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.063.445 $ | -5.763 $ | 1.069.208 $ | +279.789 $ | 789.419 $ | -415.580 $ | 1.204.999 $ | |
|---|
| SOUTHPORT MANAGEMENT, L.L.C. | 1.203.400 $ | +75.900 $ | 1.127.500 $ | +49.500 $ | 1.078.000 $ | -111.300 $ | 1.189.300 $ | |
|---|
| TOWER TRUST & INVESTMENT Co | 1.201.164 $ | +223.779 $ | 977.385 $ | +37.203 $ | 940.182 $ | +25.274 $ | 914.908 $ | |
|---|
| SIH Partners, LLLP | | | 1.199.660 $ | | | | | |
|---|
| FLORIDA FINANCIAL ADVISORS, LLC | 1.051.567 $ | +99.851 $ | 951.716 $ | -129.280 $ | 1.080.996 $ | -118.389 $ | 1.199.385 $ | |
|---|
| BLI - Banque de Luxembourg Investments | 1.198.248 $ | +66.691 $ | 1.131.557 $ | +48.973 $ | 1.082.584 $ | -80.758 $ | 1.163.342 $ | |
|---|
| WBH ADVISORY INC | 937.204 $ | +97.125 $ | 840.079 $ | +32.265 $ | 807.814 $ | -389.980 $ | 1.197.794 $ | |
|---|
| Polymer Capital Management (US) LLC | 1.196.541 $ | +901.249 $ | 295.292 $ | | | | | |
|---|
| Ritter Daniher Financial Advisory LLC / DE | 1.191.910 $ | +80.863 $ | 1.111.047 $ | | | | | |
|---|
| Truvestments Capital LLC | 1.097.424 $ | -93.178 $ | 1.190.602 $ | +615.415 $ | 575.187 $ | -60.088 $ | 635.275 $ | |
|---|
| Papamarkou Wellner Asset Management inc. | | | | | | | 1.189.538 $ | |
|---|
| waypoint wealth counsel | 1.188.546 $ | +133.077 $ | 1.055.469 $ | +94.036 $ | 961.433 $ | -87.582 $ | 1.049.015 $ | |
|---|
| Columbia Bank | 1.185.469 $ | +85.999 $ | 1.099.470 $ | -7.945 $ | 1.107.415 $ | -80.458 $ | 1.187.873 $ | |
|---|
| Smart Money Group LLC | 1.187.522 $ | +81.050 $ | 1.106.472 $ | +136.432 $ | | | 970.040 $ | |
|---|
| REXFORD CAPITAL INC | 1.187.154 $ | +71.493 $ | 1.115.661 $ | +64.611 $ | 1.051.050 $ | | | |
|---|
| Cohen Capital Management, Inc. | 1.185.349 $ | +74.761 $ | 1.110.588 $ | +48.758 $ | 1.061.830 $ | -109.631 $ | 1.171.461 $ | |
|---|
| COOKSON PEIRCE & CO INC | 1.184.146 $ | +482.502 $ | 701.644 $ | +328.117 $ | 373.527 $ | +22.802 $ | 350.725 $ | |
|---|
| Greenland Capital Management LP | 1.125.781 $ | -58.094 $ | 1.183.875 $ | +278.355 $ | 905.520 $ | +691.446 $ | 214.074 $ | |
|---|
| IRON Financial LLC | 1.180.819 $ | +70.763 $ | 1.110.056 $ | +603.696 $ | 506.360 $ | -44.297 $ | 550.657 $ | |
|---|
| Cross Staff Investments Inc | 1.178.163 $ | +88.692 $ | 1.089.471 $ | +47.892 $ | 1.041.579 $ | -138.628 $ | 1.180.207 $ | |
|---|
| Deseret Mutual Benefit Administrators | 1.178.730 $ | +54.612 $ | 1.124.118 $ | +89.022 $ | 1.035.096 $ | -106.870 $ | 1.141.966 $ | |
|---|
| Heartwood Wealth Advisors LLC | 1.178.490 $ | +155.646 $ | 1.022.844 $ | +4.673 $ | 1.018.171 $ | -118.562 $ | 1.136.733 $ | |
|---|
| REAP Financial Group, LLC | 1.177.994 $ | +163.035 $ | 1.014.959 $ | -48.695 $ | 1.063.654 $ | -12.751 $ | 1.076.405 $ | |
|---|
| FINANCIAL CONSULATE, INC | 1.175.254 $ | +99.065 $ | 1.076.189 $ | | | | | |
|---|
| Probity Advisors, Inc. | 1.174.998 $ | +66.554 $ | 1.108.444 $ | | | | | |
|---|
| SHARPEPOINT LLC | 1.172.450 $ | +85.565 $ | | | 1.086.885 $ | -8.267 $ | 1.095.152 $ | |
|---|
| BIRCHBROOK, INC. | 1.169.224 $ | +82.652 $ | 1.086.572 $ | +25.065 $ | 1.061.507 $ | -109.597 $ | 1.171.104 $ | |
|---|
| Opal Wealth Advisors, LLC | 1.169.477 $ | +87.189 $ | 1.082.288 $ | +26.387 $ | 1.055.901 $ | | | |
|---|
| Heritage Wealth Management, Inc./Texas | 1.165.597 $ | +75.326 $ | 1.090.271 $ | | | | | |
|---|
| Paragon Capital Management LLC | 1.165.373 $ | +108.454 $ | 1.056.919 $ | +72.921 $ | 983.998 $ | +186.810 $ | 797.188 $ | |
|---|
| Successful Portfolios LLC | 1.159.976 $ | +165.467 $ | 994.509 $ | | | | | |
|---|
| SJS Investment Consulting Inc. | 1.158.883 $ | +271.481 $ | 887.402 $ | +116.979 $ | 770.423 $ | -195.092 $ | 965.515 $ | |
|---|
| Grandview Asset Management LLC | 1.156.140 $ | +217.903 $ | 938.237 $ | +937.338 $ | 899 $ | -92 $ | 991 $ | |
|---|
| Aviso Financial Inc. | 849.600 $ | +37.800 $ | 811.800 $ | +52.888 $ | 758.912 $ | -394.827 $ | 1.153.739 $ | |
|---|
| KOM Wealth Management Group, LLC | 1.153.215 $ | +70.738 $ | 1.082.477 $ | | | | | |
|---|
| Financial Alternatives, Inc | 1.152.978 $ | +67.646 $ | 1.085.332 $ | | | | | |
|---|
| Traveka Wealth, LLC | 970.127 $ | +44.838 $ | 925.289 $ | +60.242 $ | 865.047 $ | -282.931 $ | 1.147.978 $ | |
|---|
| RFG HOLDINGS, INC. | 1.146.572 $ | +73.420 $ | 1.073.152 $ | | | | | |
|---|
| VISTA INVESTMENT PARTNERS II, LLC | 1.145.812 $ | +70.097 $ | 1.075.715 $ | +50.261 $ | 1.025.454 $ | -94.938 $ | 1.120.392 $ | |
|---|
| JMAC ENTERPRISES LLC | 1.145.275 $ | +184.984 $ | 960.291 $ | | | | | |
|---|
| WULFF, HANSEN & CO. | 950.084 $ | -150.582 $ | 1.100.666 $ | +62.876 $ | 1.037.790 $ | -107.149 $ | 1.144.939 $ | |
|---|
| Promus Capital, LLC | | | 1.084.676 $ | +47.996 $ | 1.036.680 $ | -106.603 $ | 1.143.283 $ | |
|---|
| Treasure Coast Financial Planning | 1.141.425 $ | +52.260 $ | 1.089.165 $ | +47.817 $ | 1.041.348 $ | +107.747 $ | 933.601 $ | |
|---|
| JNBA Financial Advisors | 1.141.284 $ | +64.654 $ | 1.076.630 $ | +58.046 $ | 1.018.584 $ | -105.165 $ | 1.123.749 $ | |
|---|
| CAMDEN NATIONAL BANK | 1.120.004 $ | +95.670 $ | 1.024.334 $ | -6.234 $ | 1.030.568 $ | -110.089 $ | 1.140.657 $ | |
|---|
| MCCARTER PRIVATE WEALTH SERVICES LLC | 952.010 $ | +60.045 $ | 891.965 $ | -3.960 $ | 895.925 $ | -243.900 $ | 1.139.825 $ | |
|---|
| EagleClaw Capital Managment, LLC | 1.137.213 $ | +71.725 $ | 1.065.488 $ | | | | | |
|---|
| Ullmann Wealth Partners Group, LLC | 1.128.561 $ | -8.240 $ | 1.136.801 $ | +223.450 $ | 913.351 $ | -124.728 $ | 1.038.079 $ | |
|---|
| Fonville Wealth Management LLC | 1.136.085 $ | +75.117 $ | 1.060.968 $ | | | | | |
|---|
| Iron Gate Global Advisors LLC | 1.135.528 $ | +126.391 $ | 1.009.137 $ | | | | | |
|---|
| PENN DAVIS MCFARLAND INC | 998.461 $ | +62.974 $ | 935.487 $ | -93.680 $ | 1.029.167 $ | -106.258 $ | 1.135.425 $ | |
|---|
| AIFG Consultants Ltd. | 853.051 $ | +7.951 $ | 845.100 $ | +39.744 $ | 805.356 $ | -328.758 $ | 1.134.114 $ | |
|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 1.133.700 $ | +64.647 $ | 1.069.053 $ | +3.148 $ | 1.065.905 $ | +55.098 $ | 1.010.807 $ | |
|---|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.131.334 $ | +468.080 $ | 663.254 $ | -360.687 $ | 1.023.941 $ | +9.057 $ | 1.014.884 $ | |
|---|
| BTG Pactual Asset Management US LLC | | | 1.130.093 $ | | | | | |
|---|
| Byrne Asset Management LLC | 1.118.199 $ | +69.398 $ | 1.048.801 $ | +34.726 $ | 1.014.075 $ | -115.998 $ | 1.130.073 $ | |
|---|
| Morton Capital Management LLC/CA | 1.129.730 $ | +144.003 $ | 985.727 $ | | | | | |
|---|
| Element Squared LLC | 1.127.598 $ | | | | | | | |
|---|
| XTX Topco Ltd | 914.464 $ | -201.085 $ | 1.115.549 $ | -11.931 $ | 1.127.480 $ | | | |
|---|
| Gerber Kawasaki Wealth & Investment Management | 1.120.549 $ | +117.228 $ | 1.003.321 $ | +183.604 $ | 819.717 $ | +24.365 $ | 795.352 $ | |
|---|
| FULLCIRCLE WEALTH LLC | | | 1.118.876 $ | +56.458 $ | 1.062.418 $ | -10.426 $ | 1.072.844 $ | |
|---|
| Smith & Howard Wealth Management, LLC | 1.116.844 $ | +70.441 $ | 1.046.403 $ | +43.352 $ | 1.003.051 $ | -103.561 $ | 1.106.612 $ | |
|---|
| ALBION FINANCIAL GROUP /UT | 1.114.469 $ | +59.241 $ | 1.055.228 $ | +465.993 $ | 589.235 $ | -60.837 $ | 650.072 $ | |
|---|
| Marex Group plc | 1.109.896 $ | +476.579 $ | 633.317 $ | +331.908 $ | 301.409 $ | | | |
|---|
| WPWealth LLP | 1.108.211 $ | +132.585 $ | 975.626 $ | +51.780 $ | 923.846 $ | -90.270 $ | 1.014.116 $ | |
|---|
| CHANNEL WEALTH LLC | 1.106.722 $ | +112.156 $ | 994.566 $ | -44.354 $ | | | 1.038.920 $ | |
|---|
| First National Bank of Hutchinson | 1.106.406 $ | +599.369 $ | 507.037 $ | +22.261 $ | 484.776 $ | -50.052 $ | 534.828 $ | |
|---|
| WEATHERLY ASSET MANAGEMENT L. P. | 1.105.867 $ | +105.240 $ | 1.000.627 $ | +43.930 $ | 956.697 $ | -132.909 $ | 1.089.606 $ | |
|---|
| Shore Point Advisors, LLC | 1.059.394 $ | +69.636 $ | 989.758 $ | +20.815 $ | 968.943 $ | -135.719 $ | 1.104.662 $ | |
|---|
| OVERSEA-CHINESE BANKING Corp Ltd | 673.663 $ | -92.120 $ | 765.783 $ | -337.627 $ | 1.103.410 $ | +13.608 $ | 1.089.802 $ | |
|---|
| DOPKINS WEALTH MANAGEMENT, LLC | 679.621 $ | -81.161 $ | 760.782 $ | +33.401 $ | 727.381 $ | -375.636 $ | 1.103.017 $ | |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.079.811 $ | +68.105 $ | 1.011.706 $ | +13.155 $ | 998.551 $ | -103.098 $ | 1.101.649 $ | |
|---|
| ADE, LLC | 1.098.825 $ | +69.303 $ | 1.029.522 $ | | | | | |
|---|
| Providence Financial Advisors, LLC | 1.097.662 $ | +63.990 $ | 1.033.672 $ | | | | | |
|---|
| Weaver Consulting Group | 1.095.122 $ | +71.664 $ | 1.023.458 $ | +65.737 $ | 957.721 $ | -85.799 $ | 1.043.520 $ | |
|---|
| STALEY CAPITAL ADVISERS INC | 1.058.578 $ | +46.033 $ | 1.012.545 $ | +30.269 $ | 982.276 $ | -112.774 $ | 1.095.050 $ | |
|---|
| 1776 Wealth LLC | 714.940 $ | +45.092 $ | 669.848 $ | -321.157 $ | 991.005 $ | -102.318 $ | 1.093.323 $ | |
|---|
| Aspen Grove Capital, LLC | 1.090.789 $ | +70.702 $ | 1.020.087 $ | | | | | |
|---|
| Windsor Capital Management, LLC | 925.570 $ | +50.205 $ | 875.365 $ | -78.150 $ | 953.515 $ | -137.072 $ | 1.090.587 $ | |
|---|
| Kingdom Financial Group LLC. | 1.090.269 $ | +451.431 $ | 638.838 $ | +425.941 $ | 212.897 $ | -740.132 $ | 953.029 $ | |
|---|
| Aufman Associates Inc | 1.087.282 $ | +68.816 $ | 1.018.466 $ | +22.616 $ | 995.850 $ | -90.552 $ | 1.086.402 $ | |
|---|
| PROFFITT & GOODSON INC | 1.087.152 $ | +78.941 $ | 1.008.211 $ | +62.050 $ | 946.161 $ | -103.397 $ | 1.049.558 $ | |
|---|
| CM WEALTH ADVISORS LLC | 1.058.992 $ | +372.795 $ | 686.197 $ | +30.126 $ | 656.071 $ | -430.711 $ | 1.086.782 $ | |
|---|
| Independent Wealth Network Inc. | 1.083.709 $ | +89.781 $ | 993.928 $ | +49.539 $ | 944.389 $ | -79.685 $ | 1.024.074 $ | |
|---|
| Narus Financial Partners, LLC | 921.203 $ | -160.972 $ | 1.082.175 $ | +823.671 $ | 258.504 $ | -37.513 $ | 296.017 $ | |
|---|
| MRA Advisory Group | 827.919 $ | -47.354 $ | 875.273 $ | -19.660 $ | 894.933 $ | -185.079 $ | 1.080.012 $ | |
|---|
| Ascent Wealth Partners, LLC | 1.008.931 $ | +35.560 $ | 973.371 $ | +14.382 $ | 958.989 $ | -119.230 $ | 1.078.219 $ | |
|---|
| Spartan Planning & Wealth Management | 1.073.673 $ | +29.033 $ | 1.044.640 $ | +613.763 $ | 430.877 $ | +36.505 $ | 394.372 $ | |
|---|
| SEVEN MILE ADVISORY | 957.404 $ | -115.521 $ | 1.072.925 $ | +532.092 $ | 540.833 $ | -49.892 $ | 590.725 $ | |
|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.069.118 $ | +275.793 $ | 793.325 $ | | | | | |
|---|
| Curran Financial Partners, LLC | 1.066.632 $ | +139.146 $ | 927.486 $ | +5.724 $ | 921.762 $ | -64.340 $ | 986.102 $ | |
|---|
| Slow Capital, Inc. | 1.062.603 $ | +67.020 $ | 995.583 $ | +43.709 $ | 951.874 $ | -98.278 $ | 1.050.152 $ | |
|---|
| Jackson Wealth Management, LLC | 1.061.000 $ | +84.000 $ | 977.000 $ | +43.000 $ | 934.000 $ | -97.000 $ | 1.031.000 $ | |
|---|
| Accelerate Investment Advisors LLC | 1.058.874 $ | +66.892 $ | 991.982 $ | +33.221 $ | 958.761 $ | -31.901 $ | 990.662 $ | |
|---|
| DMC Group, LLC | 1.055.743 $ | +117.437 $ | 938.306 $ | +135.843 $ | 802.463 $ | -26.836 $ | 829.299 $ | |
|---|
| Security National Bank | 1.030.351 $ | +31.160 $ | 999.191 $ | +43.436 $ | 955.755 $ | -98.678 $ | 1.054.433 $ | |
|---|
| Royal Harbor Partners, LLC | 1.009.608 $ | -44.628 $ | 1.054.236 $ | | | | | |
|---|
| Beacon Capital Management, LLC | 873.786 $ | +155.911 $ | 717.875 $ | -51.409 $ | 769.284 $ | -283.342 $ | 1.052.626 $ | |
|---|
| RFP Financial Group LLC | 695.129 $ | -153.289 $ | 848.418 $ | +27.993 $ | 820.425 $ | -230.096 $ | 1.050.521 $ | |
|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 1.046.717 $ | +74.135 $ | 972.582 $ | +42.699 $ | 929.883 $ | -119.912 $ | 1.049.795 $ | |
|---|
| Steigerwald, Gordon & Koch Inc. | 1.048.420 $ | +155.226 $ | 893.194 $ | | | | | |
|---|
| Lumbard & Kellner, LLC | 941.781 $ | -22.006 $ | 963.787 $ | +13.746 $ | 950.041 $ | -98.089 $ | 1.048.130 $ | |
|---|
| Koss-Olinger Consulting, LLC | 468.000 $ | -45.000 $ | 513.000 $ | -275.761 $ | 788.761 $ | -257.239 $ | 1.046.000 $ | |
|---|
| AIRE ADVISORS, LLC | 1.000.859 $ | +65.944 $ | 934.915 $ | +5.509 $ | 929.406 $ | -116.392 $ | 1.045.798 $ | |
|---|
| Indie Asset Partners, LLC | 1.041.591 $ | +61.215 $ | 980.376 $ | +743.811 $ | 236.565 $ | -621.938 $ | 858.503 $ | |
|---|
| ARMSTRONG HENRY H ASSOCIATES INC | 921.444 $ | -9.533 $ | 930.977 $ | -12.812 $ | 943.789 $ | -97.444 $ | 1.041.233 $ | |
|---|
| AVENIR CORP | 1.004.237 $ | +63.338 $ | 940.899 $ | +41.308 $ | 899.591 $ | -141.517 $ | 1.041.108 $ | |
|---|
| Alhambra Investment Management LLC | 574.985 $ | -272.670 $ | 847.655 $ | -124.485 $ | 972.140 $ | -67.665 $ | 1.039.805 $ | |
|---|
| Post Resch Tallon Group Inc. | 1.039.050 $ | +200.975 $ | 838.075 $ | +57.521 $ | 780.554 $ | -77.854 $ | 858.408 $ | |
|---|
| Ellenbecker Investment Group | 1.006.833 $ | -6.460 $ | 1.013.293 $ | +46.064 $ | 967.229 $ | -69.559 $ | 1.036.788 $ | |
|---|
| Clayton Financial Group LLC | 62.337 $ | +22.761 $ | 39.576 $ | -994.296 $ | | | 1.033.872 $ | |
|---|
| Mascagni Wealth Management, Inc. | 1.032.644 $ | +51.683 $ | 980.961 $ | +51.962 $ | 928.999 $ | -18.855 $ | 947.854 $ | |
|---|
| Financial Advisors Network, Inc. | | | 1.032.397 $ | | | | | |
|---|
| Wealth Advisors of Tampa Bay, LLC | 1.031.554 $ | +107.492 $ | | | 924.062 $ | -82.086 $ | 1.006.148 $ | |
|---|
| Paragon Private Wealth Management, LLC | 1.028.632 $ | | | | | | | |
|---|
| Rooted Wealth Advisors, Inc. | 1.028.623 $ | | | | | | | |
|---|
| Northstar Group, Inc. | 1.028.185 $ | +64.849 $ | 963.336 $ | | | | | |
|---|
| Rossby Financial, LCC | 693.880 $ | -333.516 $ | 1.027.396 $ | +18.927 $ | 1.008.469 $ | +31.556 $ | 976.913 $ | |
|---|
| FOX RUN MANAGEMENT, L.L.C. | | | 1.025.800 $ | +8.599 $ | 1.017.201 $ | | | |
|---|
| Heritage Investment Group, Inc. | 729.546 $ | +67.774 $ | 661.772 $ | -221.366 $ | 883.138 $ | -139.358 $ | 1.022.496 $ | |
|---|
| Main Line Retirement Advisors, LLC | 1.022.392 $ | +65.540 $ | 956.852 $ | +43.247 $ | 913.605 $ | -92.908 $ | 1.006.513 $ | |
|---|
| NINE MASTS CAPITAL Ltd | 1.021.205 $ | +10.170 $ | 1.011.035 $ | | | | | |
|---|
| Moisand Fitzgerald Tamayo, LLC | 1.019.401 $ | +64.295 $ | 955.106 $ | +56.808 $ | 898.298 $ | -92.746 $ | 991.044 $ | |
|---|
| Townsend & Associates, Inc | 1.018.770 $ | +142.794 $ | 875.976 $ | +66.910 $ | 809.066 $ | +37.009 $ | 772.057 $ | |
|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | | | 987.916 $ | +43.372 $ | 944.544 $ | -71.237 $ | 1.015.781 $ | |
|---|
| Pegasus Asset Management, Inc. | 1.011.050 $ | +61.082 $ | 949.968 $ | +33.213 $ | 916.755 $ | -14.454 $ | 931.209 $ | |
|---|
| Symphony Financial Services, Inc. | 976.169 $ | +56.046 $ | 920.123 $ | +27.168 $ | 892.955 $ | -118.028 $ | 1.010.983 $ | |
|---|
| New England Capital Financial Advisors LLC | 1.008.300 $ | +64.653 $ | 943.647 $ | +115.699 $ | 827.948 $ | -85.869 $ | 913.817 $ | |
|---|
| Hobbs Group Advisors, LLC | 620.532 $ | +96.574 $ | 523.958 $ | -42.459 $ | 566.417 $ | -441.294 $ | 1.007.711 $ | |
|---|
| Advisors Preferred, LLC | 1.005.730 $ | +87.412 $ | 918.318 $ | +22.550 $ | 895.768 $ | -80.360 $ | 976.128 $ | |
|---|
| Lodestone Wealth Management LLC | 1.004.382 $ | +73.419 $ | 930.963 $ | -64.096 $ | | | 995.059 $ | |
|---|
| Authentikos Wealth Advisory, LLC | 1.002.591 $ | +63.235 $ | 939.356 $ | | | | | |
|---|
| Operose Advisors LLC | 882.696 $ | +55.674 $ | 827.022 $ | -81.732 $ | 908.754 $ | -93.826 $ | 1.002.580 $ | |
|---|
| Tanglewood Legacy Advisors, LLC | 952.069 $ | +84.095 $ | 867.974 $ | -133.127 $ | | | 1.001.101 $ | |
|---|
| SPC Financial, Inc. | | | 996.360 $ | +115.311 $ | 881.049 $ | -100.718 $ | 981.767 $ | |
|---|
| InTrack Investment Management Inc | 996.012 $ | +73.007 $ | 923.005 $ | +193.205 $ | 729.800 $ | +75.685 $ | 654.115 $ | |
|---|
| High Falls Advisors, Inc | 993.113 $ | +139.462 $ | 853.651 $ | | | | | |
|---|
| RVW Wealth, LLC | 972.829 $ | +62.824 $ | 910.005 $ | +39.951 $ | 870.054 $ | -122.179 $ | 992.233 $ | |
|---|
| DDD Partners, LLC | 990.087 $ | +53.680 $ | 936.407 $ | +56.234 $ | 880.173 $ | +70.086 $ | 810.087 $ | |
|---|
| Capital Advisors Wealth Management, LLC | 988.997 $ | +71.979 $ | 917.018 $ | | | | | |
|---|
| IVC Wealth Advisors LLC | 988.497 $ | +66.353 $ | 922.144 $ | | | | | |
|---|
| Carson Advisory Inc. | 966.969 $ | +57.891 $ | 909.078 $ | +41.912 $ | 867.166 $ | -120.378 $ | 987.544 $ | |
|---|
| QUEST INVESTMENT MANAGEMENT LLC | 962.720 $ | +60.720 $ | 902.000 $ | +39.600 $ | 862.400 $ | -124.719 $ | 987.119 $ | |
|---|
| Vivaldi Capital Management LP | 957.184 $ | +50.336 $ | 906.848 $ | +50.485 $ | 856.363 $ | -128.021 $ | 984.384 $ | |
|---|
| OBSIDIAN CIO, LLC | 189.215 $ | -793.502 $ | 982.717 $ | +138.665 $ | 844.052 $ | -17.746 $ | 861.798 $ | |
|---|
| Atlas Legacy Advisors, LLC | 982.536 $ | +148.524 $ | 834.012 $ | +314.847 $ | 519.165 $ | +11.215 $ | 507.950 $ | |
|---|
| Family Manage LLC | 800.863 $ | +170.139 $ | 630.724 $ | +21.115 $ | 609.609 $ | -368.471 $ | 978.080 $ | |
|---|
| Adalta Capital Management LLC | 977.281 $ | +61.638 $ | 915.643 $ | +40.199 $ | 875.444 $ | -90.387 $ | 965.831 $ | |
|---|
| LEIGH BALDWIN & CO., LLC | 847.000 $ | -130.176 $ | 977.176 $ | +153.406 $ | 823.770 $ | -127.080 $ | 950.850 $ | |
|---|
| MILESTONE ASSET MANAGEMENT, LLC | 975.521 $ | +36.357 $ | 939.164 $ | | | | | |
|---|
| Hendershot Investments Inc. | 974.208 $ | +57.498 $ | 916.710 $ | +40.246 $ | 876.464 $ | -98.817 $ | 975.281 $ | |
|---|
| NORRIS PERNE & FRENCH LLP/MI | 970.700 $ | +70.243 $ | 900.457 $ | +375.653 $ | 524.804 $ | -134.819 $ | 659.623 $ | |
|---|
| CHIRON CAPITAL MANAGEMENT, LLC | | | 906.860 $ | +16.079 $ | 890.781 $ | -78.901 $ | 969.682 $ | |
|---|
| OneAscent Family Office, LLC | 966.925 $ | +163.356 $ | 803.569 $ | +802.831 $ | 738 $ | +1 $ | 737 $ | |
|---|
| Sage Investment Counsel LLC | 964.753 $ | +60.867 $ | 903.886 $ | | | | | |
|---|
| BRASS TAX WEALTH MANAGEMENT, INC | | | 960.989 $ | +137.409 $ | 823.580 $ | -75.597 $ | 899.177 $ | |
|---|
| Hoxton Planning & Management, LLC | 851.165 $ | +56.503 $ | 794.662 $ | +8.153 $ | 786.509 $ | -171.948 $ | 958.457 $ | |
|---|
| Kera Capital Partners, Inc. | 956.773 $ | +384.801 $ | 571.972 $ | +153.127 $ | 418.845 $ | +32.465 $ | 386.380 $ | |
|---|
| VERITY Wealth Advisors | 955.500 $ | +60.265 $ | 895.235 $ | +39.303 $ | 855.932 $ | -88.372 $ | 944.304 $ | |
|---|
| Pathway Financial Advisers, LLC | 954.766 $ | +117.993 $ | 836.773 $ | +102.471 $ | 734.302 $ | +15.151 $ | 719.151 $ | |
|---|
| Perkins Coie Trust Co | 664.997 $ | +41.941 $ | 623.056 $ | -302.945 $ | 926.001 $ | -26.744 $ | 952.745 $ | |
|---|
| TOTH FINANCIAL ADVISORY CORP | 951.260 $ | +202.805 $ | 748.455 $ | -16.014 $ | 764.469 $ | -77.621 $ | 842.090 $ | |
|---|
| CENTRAL BANK & TRUST CO | 950.686 $ | +121.297 $ | 829.389 $ | +23.045 $ | 806.344 $ | -83.015 $ | 889.359 $ | |
|---|
| SFG Wealth Management, LLC. | 950.596 $ | +60.186 $ | 890.410 $ | | | | | |
|---|
| Jacobsen Capital Management | 949.242 $ | +38.786 $ | 910.456 $ | +26.388 $ | 884.068 $ | +192.847 $ | 691.221 $ | |
|---|
| EARNED WEALTH ADVISORS, LLC | | | 948.641 $ | +199.477 $ | 749.164 $ | -142.496 $ | 891.660 $ | |
|---|
| Goldstone Financial Group, LLC | 947.205 $ | +100.536 $ | 846.669 $ | +2.718 $ | 843.951 $ | -95.755 $ | 939.706 $ | |
|---|
| Olistico Wealth, LLC | 946.846 $ | +147.806 $ | 799.040 $ | +19.693 $ | 779.347 $ | | | |
|---|
| Fractal Investments LLC | 945.993 $ | +59.665 $ | 886.328 $ | +38.912 $ | 847.416 $ | -87.493 $ | 934.909 $ | |
|---|
| Manchester Capital Management LLC | 713.256 $ | -34.502 $ | 747.758 $ | +10.082 $ | 737.676 $ | -207.104 $ | 944.780 $ | |
|---|
| Elefante Mark B | 944.669 $ | +194.882 $ | 749.787 $ | -41.097 $ | | | 790.884 $ | |
|---|
| Gen-Wealth Partners Inc | 608.835 $ | -134.582 $ | 743.417 $ | -19.635 $ | 763.052 $ | -178.607 $ | 941.659 $ | |
|---|
| M. Kraus & Co | 576.308 $ | +36.348 $ | 539.960 $ | -313.169 $ | 853.129 $ | -88.083 $ | 941.212 $ | |
|---|
| Wingate Wealth Advisors, Inc. | 939.620 $ | +237.747 $ | 701.873 $ | +30.598 $ | 671.275 $ | -154.699 $ | 825.974 $ | |
|---|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 421.190 $ | -29.810 $ | 451.000 $ | -228.140 $ | 679.140 $ | -260.407 $ | 939.547 $ | |
|---|
| KilterHowling LLC | 937.114 $ | +118.237 $ | 818.877 $ | +71.471 $ | 747.406 $ | +14.307 $ | 733.099 $ | |
|---|
| ACIMA PRIVATE WEALTH, LLC | 917.833 $ | -17.090 $ | 934.923 $ | +41.045 $ | 893.878 $ | +288.286 $ | 605.592 $ | |
|---|
| Castleview Partners, LLC | 931.191 $ | +330.797 $ | 600.394 $ | +91.578 $ | 508.816 $ | -36.002 $ | 544.818 $ | |
|---|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 895.931 $ | +49.742 $ | 846.189 $ | +16.452 $ | 829.737 $ | -100.533 $ | 930.270 $ | |
|---|
| Regent Peak Wealth Advisors LLC | 929.236 $ | +256.613 $ | 672.623 $ | -52.034 $ | | | 724.657 $ | |
|---|
| Financial Freedom, LLC | 923.973 $ | +63.578 $ | 860.395 $ | +42.927 $ | 817.468 $ | -78.195 $ | 895.663 $ | |
|---|
| Minot DeBlois Advisors LLC | 883.600 $ | +31.563 $ | 852.037 $ | +43.948 $ | 808.089 $ | -114.865 $ | 922.954 $ | |
|---|
| Archvest Wealth Advisors, Inc. | 204.622 $ | -716.626 $ | | | 921.248 $ | +715.500 $ | 205.748 $ | |
|---|
| American Trust | 921.082 $ | +27.989 $ | 893.093 $ | +398.722 $ | 494.371 $ | -72.449 $ | 566.820 $ | |
|---|
| Allegiance Financial Group Advisory Services LLC | 920.481 $ | +86.426 $ | 834.055 $ | | | | | |
|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 920.120 $ | +90.054 $ | 830.066 $ | +109.746 $ | 720.320 $ | -51.298 $ | 771.618 $ | |
|---|
| SAGE RHINO CAPITAL LLC | 919.638 $ | +54.958 $ | 864.680 $ | +33.219 $ | 831.461 $ | -82.873 $ | 914.334 $ | |
|---|
| Pointe Capital Management LLC | 918.916 $ | +54.236 $ | 864.680 $ | +37.962 $ | 826.718 $ | -31.838 $ | 858.556 $ | |
|---|
| Friedenthal Financial | | | 918.349 $ | | | | | |
|---|
| Landing Point Financial Group, LLC | | | 917.334 $ | | | | | |
|---|
| FSA Wealth Management LLC | | | 867.074 $ | +44.754 $ | 822.320 $ | -94.449 $ | 916.769 $ | |
|---|
| Persium Advisors, LLC | 915.065 $ | +128.295 $ | 786.770 $ | +98.036 $ | 688.734 $ | -32.101 $ | 720.835 $ | |
|---|
| Blake Schutter Theil Wealth Advisors, LLC | 601.580 $ | +14.152 $ | 587.428 $ | +38.834 $ | 548.594 $ | -366.097 $ | 914.691 $ | |
|---|
| Nicholson Wealth Management Group, LLC | 899.542 $ | +56.736 $ | 842.806 $ | +37.001 $ | 805.805 $ | -107.340 $ | 913.145 $ | |
|---|
| Kellett Wealth Advisors, LLC | 910.435 $ | +189.015 $ | 721.420 $ | +35.682 $ | 685.738 $ | -95.514 $ | 781.252 $ | |
|---|
| Amplius Wealth Advisors, LLC | 635.034 $ | +125.968 $ | 509.066 $ | -191.634 $ | 700.700 $ | -206.736 $ | 907.436 $ | |
|---|
| SEAVIEW INVESTMENT MANAGERS LLC | | | | | 873.072 $ | -33.413 $ | 906.485 $ | |
|---|
| Shum Financial Group, Inc. | 755.389 $ | -16.457 $ | 771.846 $ | -133.408 $ | | | 905.254 $ | |
|---|
| Carrera Capital Advisors | 902.822 $ | +486.716 $ | 416.106 $ | +48.174 $ | 367.932 $ | -34.205 $ | 402.137 $ | |
|---|
| Brucke Financial, Inc. | 902.356 $ | +68.399 $ | 833.957 $ | +95.818 $ | 738.139 $ | +20.668 $ | 717.471 $ | |
|---|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 901.587 $ | +182.918 $ | 718.669 $ | +25.731 $ | 692.938 $ | -57.867 $ | 750.805 $ | |
|---|
| RENAISSANCE GROUP LLC | 577.271 $ | +37.988 $ | 539.283 $ | +6.751 $ | 532.532 $ | -368.006 $ | 900.538 $ | |
|---|
| Kohmann Bosshard Financial Services, LLC | 898.778 $ | +26.248 $ | 872.530 $ | +116.958 $ | 755.572 $ | -107.670 $ | 863.242 $ | |
|---|
| Providence First Trust Co | 734.916 $ | -115.670 $ | 850.586 $ | +32.923 $ | 817.663 $ | -79.545 $ | 897.208 $ | |
|---|
| Fiduciary Planning LLC | 897.148 $ | +59.070 $ | 838.078 $ | +118.480 $ | 719.598 $ | -75.770 $ | 795.368 $ | |
|---|
| Strait & Sound Wealth Management LLC | 894.728 $ | +632.922 $ | 261.806 $ | | | | | |
|---|
| Cordatus Wealth Management LLC | 893.629 $ | +68.181 $ | 825.448 $ | +824.628 $ | 820 $ | -102 $ | 922 $ | |
|---|
| Redmond Asset Management, LLC | 554.871 $ | +27.340 $ | 527.531 $ | -268.191 $ | 795.722 $ | -93.680 $ | 889.402 $ | |
|---|
| Prepared Retirement Institute LLC | 887.323 $ | +54.234 $ | 833.089 $ | +86.669 $ | 746.420 $ | -115.871 $ | 862.291 $ | |
|---|
| PATRICK M SWEENEY & ASSOCIATES, INC | 886.325 $ | +70.202 $ | 816.123 $ | +16.532 $ | 799.591 $ | -5.512 $ | 805.103 $ | |
|---|
| MB, LEVIS & ASSOCIATES, LLC | 788.160 $ | +51.198 $ | 736.962 $ | -64.474 $ | 801.436 $ | -81.099 $ | 882.535 $ | |
|---|
| BAKER BOYER NATIONAL BANK | 881.731 $ | +360.037 $ | 521.694 $ | +29.048 $ | 492.646 $ | -38.852 $ | 531.498 $ | |
|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 880.989 $ | +24.724 $ | 856.265 $ | +39.168 $ | 817.097 $ | -60.794 $ | 877.891 $ | |
|---|
| TFB Advisors LLC | 384.847 $ | -91.599 $ | 476.446 $ | -403.517 $ | | | 879.963 $ | |
|---|
| Souders Financial Advisors | 877.598 $ | +110.094 $ | 767.504 $ | +70.198 $ | 697.306 $ | -66.017 $ | 763.323 $ | |
|---|
| BUCKHEAD CAPITAL MANAGEMENT LLC | 877.279 $ | | | | | | | |
|---|
| David J Yvars Group | 877.277 $ | +247.678 $ | 629.599 $ | | | | | |
|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 877.038 $ | +55.316 $ | 821.722 $ | +36.076 $ | 785.646 $ | -81.116 $ | 866.762 $ | |
|---|
| White Knight Strategic Wealth Advisors, LLC | 875.474 $ | +219.471 $ | 656.003 $ | +117.930 $ | 538.073 $ | +289.091 $ | 248.982 $ | |
|---|
| Winthrop Advisory Group LLC | 869.831 $ | +14.413 $ | 855.418 $ | +249.503 $ | 605.915 $ | +70.956 $ | 534.959 $ | |
|---|
| Marion Wealth Management | 869.619 $ | +140.910 $ | 728.709 $ | +14.636 $ | 714.073 $ | -45.064 $ | 759.137 $ | |
|---|
| Second Half Financial Partners, LLC | 846.182 $ | +53.370 $ | 792.812 $ | +39.657 $ | 753.155 $ | -116.056 $ | 869.211 $ | |
|---|
| Optivise Advisory Services LLC | 868.972 $ | +209.740 $ | 659.232 $ | +131.870 $ | 527.362 $ | -25.189 $ | 552.551 $ | |
|---|
| North Forty Two & Co. | 641.412 $ | -139.946 $ | 781.358 $ | -8.816 $ | 790.174 $ | -73.852 $ | 864.026 $ | |
|---|
| Salomon & Ludwin, LLC | 862.853 $ | +108.315 $ | 754.538 $ | +94.013 $ | 660.525 $ | -48.892 $ | 709.417 $ | |
|---|
| Westerkirk Capital Inc. | 426.004 $ | -436.534 $ | 862.538 $ | | | | | |
|---|
| OneAscent Wealth Management LLC | 860.833 $ | +30.526 $ | 830.307 $ | +829.482 $ | 825 $ | +405 $ | 420 $ | |
|---|
| Lincoln Capital LLC | 860.768 $ | +47.903 $ | 812.865 $ | | | | | |
|---|
| NOESIS CAPITAL MANGEMENT CORP | 779.563 $ | +37.442 $ | 742.121 $ | +11.560 $ | 730.561 $ | -129.541 $ | 860.102 $ | |
|---|
| WEDGE CAPITAL MANAGEMENT L L P/NC | 851.285 $ | +72.633 $ | 778.652 $ | +34.185 $ | 744.467 $ | -114.683 $ | 859.150 $ | |
|---|
| Guardian Wealth Advisors, LLC | 792.582 $ | -23.139 $ | 815.721 $ | +31.989 $ | 783.732 $ | -74.750 $ | 858.482 $ | |
|---|
| Integris Wealth Management, LLC | 789.070 $ | -24.647 $ | 813.717 $ | +35.724 $ | 777.993 $ | -80.325 $ | 858.318 $ | |
|---|
| Goepper Burkhardt LLC | 856.892 $ | +88.997 $ | 767.895 $ | +22.933 $ | 744.962 $ | -76.915 $ | 821.877 $ | |
|---|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 94.467 $ | -160.687 $ | 255.154 $ | +5.812 $ | 249.342 $ | -601.365 $ | 850.707 $ | |
|---|
| Asset Planning,Inc | 850.694 $ | +54.365 $ | 796.329 $ | +35.647 $ | 760.682 $ | -77.752 $ | 838.434 $ | |
|---|
| Legacy Wealth Asset Management, LLC | 850.683 $ | | | | | | | |
|---|
| CASTLE WEALTH MANAGEMENT LLC | 396.043 $ | +36.367 $ | 359.676 $ | -115.076 $ | 474.752 $ | -366.559 $ | 841.311 $ | |
|---|
| Flagstone Financial Management | 803.912 $ | +50.723 $ | 753.189 $ | +33.089 $ | 720.100 $ | -119.044 $ | 839.144 $ | |
|---|
| Accel Wealth Management | 837.681 $ | +132.163 $ | 705.518 $ | -11.219 $ | 716.737 $ | -70.084 $ | 786.821 $ | |
|---|
| TD Capital Management LLC | 836.237 $ | +69.689 $ | 766.548 $ | +34.705 $ | 731.843 $ | -77.417 $ | 809.260 $ | |
|---|
| Purkiss Capital Advisors LLC | 671.734 $ | -9.723 $ | 681.457 $ | +38.856 $ | 642.601 $ | -190.498 $ | 833.099 $ | |
|---|
| Berman McAleer LLC | 832.632 $ | +57.701 $ | 774.931 $ | | | | | |
|---|
| Schrum Private Wealth Management LLC | 832.388 $ | +57.297 $ | 775.091 $ | | | | | |
|---|
| Riverbend Wealth Management, LLC | 830.768 $ | +90.865 $ | 739.903 $ | | | | | |
|---|
| Whitegate Investment Counselors, Inc. | 265.388 $ | +18.090 $ | 247.298 $ | -505.277 $ | 752.575 $ | -76.206 $ | 828.781 $ | |
|---|
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 679.319 $ | -148.379 $ | 827.698 $ | +213.454 $ | 614.244 $ | -35.471 $ | 649.715 $ | |
|---|
| EWA, LLC | 819.221 $ | +159.920 $ | 659.301 $ | -165.127 $ | 824.428 $ | +127.685 $ | 696.743 $ | |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | 821.338 $ | +98.776 $ | 722.562 $ | +31.356 $ | 691.206 $ | -66.960 $ | 758.166 $ | |
|---|
| Argyle Capital Partners, LLC | 734.546 $ | +16.471 $ | 718.075 $ | +11.193 $ | 706.882 $ | -112.956 $ | 819.838 $ | |
|---|
| Morey & Quinn Wealth Partners, LLC | 817.349 $ | +51.551 $ | 765.798 $ | | | | | |
|---|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 763.484 $ | +48.154 $ | 715.330 $ | -28.317 $ | 743.647 $ | -72.022 $ | 815.669 $ | |
|---|
| Peak Retirement Planning, Inc. | 815.237 $ | +58.102 $ | 757.135 $ | +90.356 $ | 666.779 $ | -62.381 $ | 729.160 $ | |
|---|
| Main Street Group, LTD | | | 812.227 $ | +677.748 $ | 134.479 $ | | | |
|---|
| Core Wealth Advisors, Inc. | 810.731 $ | +60.154 $ | 750.577 $ | +306.764 $ | 443.813 $ | +125.556 $ | 318.257 $ | |
|---|
| GF FUND MANAGEMENT CO. LTD. | 193.387 $ | +96.196 $ | 97.191 $ | -713.142 $ | 810.333 $ | | | |
|---|
| PYA Waltman Capital, LLC | 612.551 $ | +10.222 $ | 602.329 $ | +42.721 $ | 559.608 $ | -250.047 $ | 809.655 $ | |
|---|
| NOVUS ADVISORS, LLC | 503.503 $ | +31.757 $ | 471.746 $ | -45.782 $ | 517.528 $ | -283.486 $ | 801.014 $ | |
|---|
| S.A. Mason LLC | 794.294 $ | +50.738 $ | 743.556 $ | +38.653 $ | 704.903 $ | -95.856 $ | 800.759 $ | |
|---|
| SeaBridge Investment Advisors LLC | 800.021 $ | +49.218 $ | 750.803 $ | | | | | |
|---|
| Baron Wealth Management LLC | 612.554 $ | +136.243 $ | 476.311 $ | +140.324 $ | 335.987 $ | -463.388 $ | 799.375 $ | |
|---|
| Crew Capital Management, Ltd | 604.347 $ | +38.116 $ | 566.231 $ | -137.821 $ | 704.052 $ | -91.998 $ | 796.050 $ | |
|---|
| Private Wealth Partners, LLC | 731.066 $ | -64.160 $ | 795.226 $ | | | | | |
|---|
| COOPER/HAIMS ADVISORS, LLC | 793.402 $ | +50.041 $ | 743.361 $ | +469.872 $ | 273.489 $ | -28.831 $ | 302.320 $ | |
|---|
| RETIREMENT GUYS FORMULA LLC | | | 790.963 $ | | | | | |
|---|
| Fourth Dimension Wealth, LLC | 789.096 $ | +49.960 $ | 739.136 $ | +214.928 $ | 524.208 $ | -39.878 $ | 564.086 $ | |
|---|
| Tarbox Family Office, Inc. | 788.692 $ | +27.425 $ | 761.267 $ | | | | | |
|---|
| Pinnacle Bancorp, Inc. | 788.588 $ | +49.737 $ | 738.851 $ | +44.619 $ | 694.232 $ | -71.677 $ | 765.909 $ | |
|---|
| Novak & Powell Financial Services, Inc. | 738.939 $ | +48.847 $ | 690.092 $ | +19.412 $ | 670.680 $ | -114.230 $ | 784.910 $ | |
|---|
| GRACE & WHITE INC /NY | 780.044 $ | +49.198 $ | 730.846 $ | +32.086 $ | 698.760 $ | -72.144 $ | 770.904 $ | |
|---|
| Canandaigua National Trust Co of Florida | 777.396 $ | +239.578 $ | 537.818 $ | -141.430 $ | 679.248 $ | +92.804 $ | 586.444 $ | |
|---|
| Hudson Value Partners, LLC | 776.613 $ | +52.194 $ | 724.419 $ | +35.038 $ | 689.381 $ | -71.176 $ | 760.557 $ | |
|---|
| Ariston Services Group | 776.193 $ | +48.955 $ | 727.238 $ | +31.928 $ | 695.310 $ | +82.820 $ | 612.490 $ | |
|---|
| Total Clarity Wealth Management, Inc. | 775.512 $ | +80.232 $ | 695.280 $ | | | | | |
|---|
| Abbot Financial Management, Inc. | 772.101 $ | +37.422 $ | 734.679 $ | +32.254 $ | 702.425 $ | -72.523 $ | 774.948 $ | |
|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 774.705 $ | +28.628 $ | 746.077 $ | +57.716 $ | 688.361 $ | -78.579 $ | 766.940 $ | |
|---|
| Centennial Bank/AR/ | 667.285 $ | +36.449 $ | 630.836 $ | -47.765 $ | 678.601 $ | -95.633 $ | 774.234 $ | |
|---|
| Evernest Financial Advisors, LLC | 744.368 $ | +17.136 $ | 727.232 $ | -46.283 $ | | | 773.515 $ | |
|---|
| Solutions 4 Wealth, Ltd | 729.561 $ | +42.848 $ | 686.713 $ | +8.064 $ | 678.649 $ | -94.342 $ | 772.991 $ | |
|---|
| Talisman Wealth Advisors LLC | 641.023 $ | +29.129 $ | 611.894 $ | +23.198 $ | 588.696 $ | -182.408 $ | 771.104 $ | |
|---|
| PSI Advisors, LLC | 737.516 $ | +20.537 $ | 716.979 $ | +2.036 $ | 714.943 $ | -55.162 $ | 770.105 $ | |
|---|
| WETZEL INVESTMENT ADVISORS, INC. | 767.649 $ | +48.417 $ | 719.232 $ | +31.576 $ | 687.656 $ | | | |
|---|
| Momentous Wealth Management, Inc. | 683.531 $ | +355.541 $ | 327.990 $ | -348.132 $ | 676.122 $ | -91.333 $ | 767.455 $ | |
|---|
| Whalen Wealth Management Inc. | 766.737 $ | | | | | | | |
|---|
| Black Diamond Financial, LLC | 765.800 $ | +72.016 $ | 693.784 $ | +26.405 $ | 667.379 $ | -58.868 $ | 726.247 $ | |
|---|
| Montis Financial, LLC | 373.996 $ | +43.013 $ | 330.983 $ | -310.162 $ | 641.145 $ | -123.974 $ | 765.119 $ | |
|---|
| CHESAPEAKE ASSET MANAGEMENT LLC | 764.170 $ | +81.228 $ | 682.942 $ | +25.435 $ | 657.507 $ | +65.618 $ | 591.889 $ | |
|---|
| M1 Capital Management LLC | 763.850 $ | +58.806 $ | 705.044 $ | +39.275 $ | 665.769 $ | -35.064 $ | 700.833 $ | |
|---|
| Tributary Capital Management, LLC | 700.980 $ | +21.661 $ | 679.319 $ | -1.438 $ | 680.757 $ | -82.179 $ | 762.936 $ | |
|---|
| Riverview Capital Advisers, LLC | 762.234 $ | +48.075 $ | 714.159 $ | +44.505 $ | 669.654 $ | -69.140 $ | 738.794 $ | |
|---|
| Cape Investment Advisory, Inc. | 758.446 $ | +394.150 $ | 364.296 $ | -270.909 $ | 635.205 $ | +102.844 $ | 532.361 $ | |
|---|
| Arkfeld Wealth Strategies, L.L.C. | 758.385 $ | +35.204 $ | 723.181 $ | +28.419 $ | 694.762 $ | +352.186 $ | 342.576 $ | |
|---|
| Houlihan Financial Resource Group, Ltd. | 758.175 $ | +294.066 $ | 464.109 $ | +463.457 $ | 652 $ | -52 $ | 704 $ | |
|---|
| City State Bank | 734.796 $ | +17.819 $ | 716.977 $ | +31.477 $ | 685.500 $ | -70.776 $ | 756.276 $ | |
|---|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 754.926 $ | +72.757 $ | 682.169 $ | +35.986 $ | 646.183 $ | -85.031 $ | 731.214 $ | |
|---|
| CLARIS ADVISORS, LLC / MO / | 487.594 $ | -12.210 $ | 499.804 $ | +0 $ | 499.804 $ | -254.277 $ | 754.081 $ | |
|---|
| Spinnaker Investment Group, LLC | 487.402 $ | -265.878 $ | 753.280 $ | +524.744 $ | 228.536 $ | -136.043 $ | 364.579 $ | |
|---|
| Arbor Investment Advisors, LLC | 753.279 $ | +49.357 $ | 703.922 $ | +21.918 $ | 682.004 $ | -68.334 $ | 750.338 $ | |
|---|
| Code Waechter LLC | 753.208 $ | +76.998 $ | 676.210 $ | +131.497 $ | 544.713 $ | +544.351 $ | 362 $ | |
|---|
| HBW ADVISORY SERVICES LLC | 752.029 $ | +78.016 $ | 674.013 $ | +106.256 $ | 567.757 $ | +31.168 $ | 536.589 $ | |
|---|
| LOUNTZIS ASSET MANAGEMENT, LLC | 669.933 $ | +42.254 $ | 627.679 $ | -117.974 $ | 745.653 $ | -5.741 $ | 751.394 $ | |
|---|
| Stone Summit Wealth LLC | 700.379 $ | +27.261 $ | 673.118 $ | -7.639 $ | 680.757 $ | -70.286 $ | 751.043 $ | |
|---|
| Dunhill Financial, LLC | 751.042 $ | +10.296 $ | 740.746 $ | +384.913 $ | 355.833 $ | +171.331 $ | 184.502 $ | |
|---|
| Institute for Wealth Management, LLC. | 725.761 $ | +43.293 $ | 682.468 $ | +26.316 $ | 656.152 $ | -94.260 $ | 750.412 $ | |
|---|
| Gibraltar Capital Management, Inc. | 750.122 $ | +46.898 $ | 703.224 $ | | | | | |
|---|
| Millstone Evans Group, LLC | 581.603 $ | +38.937 $ | 542.666 $ | -1.616 $ | 544.282 $ | -205.572 $ | 749.854 $ | |
|---|
| Jupiter Wealth Management LLC | 749.650 $ | +185.900 $ | 563.750 $ | +25.750 $ | 538.000 $ | +5.650 $ | 532.350 $ | |
|---|
| Carlson Capital, L.P. | | | | | | | 749.259 $ | |
|---|
| INSPIRION WEALTH ADVISORS, LLC | 748.594 $ | | | | | | | |
|---|
| Weil Company, Inc. | 747.733 $ | +47.787 $ | 699.946 $ | | | | | |
|---|
| Emprise Bank | 740.813 $ | +46.498 $ | 694.315 $ | +33.178 $ | 661.137 $ | -86.100 $ | 747.237 $ | |
|---|
| JT Stratford LLC | 723.243 $ | -23.388 $ | 746.631 $ | +84.631 $ | 662.000 $ | -4.365 $ | 666.365 $ | |
|---|
| HARBOUR INVESTMENT MANAGEMENT LLC | 719.152 $ | -11.017 $ | 730.169 $ | -284 $ | 730.453 $ | -15.952 $ | 746.405 $ | |
|---|
| Rochester Wealth Strategies, LLC | 744.423 $ | | | | | | | |
|---|
| LifePlan Financial, LLC | 743.461 $ | +11.488 $ | 731.973 $ | +60.702 $ | 671.271 $ | -50.277 $ | 721.548 $ | |
|---|
| Bond & Devick Financial Network, Inc. | 743.461 $ | +46.891 $ | 696.570 $ | | | | | |
|---|
| Redwood Financial Network Corp | 743.418 $ | +113.302 $ | 630.116 $ | +61.480 $ | 568.636 $ | -54.934 $ | 623.570 $ | |
|---|
| Avondale Wealth Management | 613.373 $ | +33.049 $ | 580.324 $ | +25.477 $ | 554.847 $ | -188.109 $ | 742.956 $ | |
|---|
| INSTRUMENTAL WEALTH, LLC | 740.867 $ | +181.943 $ | 558.924 $ | +14.593 $ | 544.331 $ | +40.481 $ | 503.850 $ | |
|---|
| Fee-Only Financial Planning, L.C. | 693.519 $ | +30.436 $ | 663.083 $ | +14.450 $ | 648.633 $ | -90.755 $ | 739.388 $ | |
|---|
| Bay Capital Advisors, LLC | 714.960 $ | +32.916 $ | 682.044 $ | +16.576 $ | 665.468 $ | -71.442 $ | 736.910 $ | |
|---|
| Catalyst Capital Advisors LLC | 364.871 $ | -320.987 $ | 685.858 $ | -47.182 $ | 733.040 $ | +44.197 $ | 688.843 $ | |
|---|
| Advisor Resource Council | 732.950 $ | +496.964 $ | 235.986 $ | | | | | |
|---|
| NorthStar Asset Management LLC /NJ/ | 731.208 $ | +64.775 $ | 666.433 $ | | | | | |
|---|
| Sylvest Advisors, LLC | 623.899 $ | +25.598 $ | 598.301 $ | -66.095 $ | 664.396 $ | -66.573 $ | 730.969 $ | |
|---|
| a16z Perennial Management, L.P. | 730.945 $ | +58.729 $ | 672.216 $ | | | | | |
|---|
| Piedmont Capital Management, LLC | 729.473 $ | +63.493 $ | 665.980 $ | +17.489 $ | 648.491 $ | +42.504 $ | 605.987 $ | |
|---|
| Arlington Financial Advisors, LLC | 729.169 $ | | | | | | | |
|---|
| BARNES PETTEY FINANCIAL ADVISORS, LLC | | | | | | | 728.178 $ | |
|---|
| Systematic Alpha Investments, LLC | 726.853 $ | +45.843 $ | 681.010 $ | +29.898 $ | 651.112 $ | -67.225 $ | 718.337 $ | |
|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | | | | | | | 725.473 $ | |
|---|
| Kooman & Associates | 725.171 $ | +36.458 $ | 688.713 $ | +28.163 $ | 660.550 $ | -28.251 $ | 688.801 $ | |
|---|
| Carmel Capital Partners, LLC | 382.200 $ | +24.106 $ | 358.094 $ | -77.202 $ | 435.296 $ | -288.631 $ | 723.927 $ | |
|---|
| Financial Network Wealth Advisors LLC | 723.829 $ | +42.407 $ | 681.422 $ | +38.779 $ | 642.643 $ | -65.492 $ | 708.135 $ | |
|---|
| Trifecta Capital Advisors, LLC | 667.286 $ | +16.267 $ | 651.019 $ | -4.298 $ | 655.317 $ | -67.659 $ | 722.976 $ | |
|---|
| Stonebridge Financial Planning Group, LLC | 722.912 $ | +2.936 $ | 719.976 $ | | | | | |
|---|
| McLean Asset Management Corp | 722.856 $ | +94.290 $ | 628.566 $ | +36.872 $ | 591.694 $ | -5.047 $ | 596.741 $ | |
|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 722.745 $ | +46.406 $ | 676.339 $ | +32.557 $ | 643.782 $ | +282.353 $ | 361.429 $ | |
|---|
| WAYCROSS PARTNERS, LLC | 721.799 $ | +45.524 $ | 676.275 $ | +29.691 $ | 646.584 $ | +398.020 $ | 248.564 $ | |
|---|
| Keystone Financial Services | | | | | 657.453 $ | -63.753 $ | 721.206 $ | |
|---|
| RDA Financial Network | 719.449 $ | +66.971 $ | 652.478 $ | +35.336 $ | 617.142 $ | -77.576 $ | 694.718 $ | |
|---|
| Ameliora Wealth Management Ltd. | 718.550 $ | +80.836 $ | 637.714 $ | +90.306 $ | 547.408 $ | -95.884 $ | 643.292 $ | |
|---|
| CHAPIN DAVIS, INC. | 718.430 $ | | | | | | | |
|---|
| Falcon Wealth Planning | 718.400 $ | +161.710 $ | 556.690 $ | +121.335 $ | 435.355 $ | -110.325 $ | 545.680 $ | |
|---|
| GABLES CAPITAL MANAGEMENT INC. | 717.588 $ | +45.260 $ | 672.328 $ | | | | | |
|---|
| McIlrath & Eck, LLC | 717.494 $ | +56.831 $ | 660.663 $ | | | | | |
|---|
| IBEX WEALTH ADVISORS | | | 717.162 $ | +20.988 $ | 696.174 $ | | | |
|---|
| TECTONIC ADVISORS LLC | 715.246 $ | +45.112 $ | 670.134 $ | | | | | |
|---|
| Basepoint Wealth LLC | 713.165 $ | +47.828 $ | 665.337 $ | +30.803 $ | 634.534 $ | -72.307 $ | 706.841 $ | |
|---|
| Nordwand Advisors, LLC | 710.608 $ | +39.182 $ | 671.426 $ | +52.870 $ | 618.556 $ | | | |
|---|
| SWAN Capital LLC | 710.565 $ | +311.248 $ | 399.317 $ | | | | | |
|---|
| MOKAN Wealth Management Inc. | 710.517 $ | +53.400 $ | 657.117 $ | | | | | |
|---|
| Verity Asset Management, Inc. | 709.598 $ | | | | | | | |
|---|
| Canopy Partners, LLC | 708.682 $ | +69.389 $ | 639.293 $ | +89.082 $ | 550.211 $ | -79.642 $ | 629.853 $ | |
|---|
| Nabity-Jensen Investment Management Inc | 706.275 $ | +55.820 $ | 650.455 $ | +27.371 $ | 623.084 $ | -62.785 $ | 685.869 $ | |
|---|
| Bernardo Wealth Planning LLC | 705.126 $ | +51.721 $ | 653.405 $ | +652.787 $ | 618 $ | -58 $ | 676 $ | |
|---|
| HOGE FINANCIAL SERVICES, LLC | 703.454 $ | +78.482 $ | 624.972 $ | +19.960 $ | 605.012 $ | -47.946 $ | 652.958 $ | |
|---|
| Pinnacle Holdings, LLC | 703.235 $ | +227.017 $ | 476.218 $ | +10.673 $ | 465.545 $ | -35.451 $ | 500.996 $ | |
|---|
| Northwest Financial Advisors | | | 316.349 $ | +4.629 $ | 311.720 $ | -391.233 $ | 702.953 $ | |
|---|
| Scissortail Wealth Management, LLC | 701.780 $ | +31.722 $ | 670.058 $ | +29.138 $ | 640.920 $ | +192.554 $ | 448.366 $ | |
|---|
| VISTA CAPITAL PARTNERS, INC. | 701.774 $ | +83.029 $ | 618.745 $ | +60.242 $ | 558.503 $ | -46.612 $ | 605.115 $ | |
|---|
| Golden Reserve Retirement LLC | 700.388 $ | | | | | | | |
|---|
| Turning Point Benefit Group, Inc. | 700.379 $ | +115.568 $ | 584.811 $ | +196.731 $ | 388.080 $ | -47.459 $ | 435.539 $ | |
|---|
| Bellecapital International Ltd. | 698.092 $ | +190.830 $ | 507.262 $ | +22.270 $ | 484.992 $ | -140.461 $ | 625.453 $ | |
|---|
| Measured Wealth Private Client Group, LLC | 697.280 $ | +49.794 $ | 647.486 $ | -24.288 $ | 671.774 $ | | | |
|---|
| CONNORS INVESTOR SERVICES INC | 548.991 $ | +158.650 $ | 390.341 $ | -241.583 $ | 631.924 $ | -65.244 $ | 697.168 $ | |
|---|
| Towerpoint Wealth, LLC | 697.009 $ | +45.088 $ | 651.921 $ | +154.855 $ | 497.066 $ | +31.931 $ | 465.135 $ | |
|---|
| Barry Investment Advisors, LLC | | | 696.945 $ | | | | | |
|---|
| COMMUNITY TRUST & INVESTMENT CO | 601.939 $ | -20.554 $ | 622.493 $ | +12.561 $ | 609.932 $ | -85.571 $ | 695.503 $ | |
|---|
| Holland Advisory Services, Inc. | 590.629 $ | -1.663 $ | 592.292 $ | +26.330 $ | 565.962 $ | -129.385 $ | 695.347 $ | |
|---|
| Austin Asset Management Co Inc | 694.459 $ | +166.131 $ | 528.328 $ | | | | | |
|---|
| 111 Capital | | | | | | | 694.075 $ | |
|---|
| Independence Financial Advisors, LLC | 589.829 $ | -62.048 $ | 651.877 $ | +30.330 $ | 621.547 $ | -71.229 $ | 692.776 $ | |
|---|
| Beta Wealth Group, Inc. | 676.038 $ | +31.671 $ | 644.367 $ | +5.652 $ | 638.715 $ | -53.471 $ | 692.186 $ | |
|---|
| Shorepoint Capital Partners LLC | | | 490.237 $ | -198.725 $ | | | 688.962 $ | |
|---|
| NovaPoint Capital, LLC | | | 686.123 $ | +15.792 $ | | | 670.331 $ | |
|---|
| Worth Asset Management, LLC | 619.278 $ | +88.441 $ | 530.837 $ | -110.968 $ | 641.805 $ | -43.628 $ | 685.433 $ | |
|---|
| Park Square Financial Group, LLC | 36.789 $ | -420 $ | 37.209 $ | -555.475 $ | 592.684 $ | -92.732 $ | 685.416 $ | |
|---|
| Thrive Capital Management, LLC | 571.682 $ | -5.436 $ | 577.118 $ | -108.228 $ | | | 685.346 $ | |
|---|
| Westside Investment Management, Inc. | 683.804 $ | +60.988 $ | 622.816 $ | +126.467 $ | 496.349 $ | +63.421 $ | 432.928 $ | |
|---|
| Ruggaard & Associates LLC | 682.847 $ | +54.343 $ | 628.504 $ | +26.515 $ | 601.989 $ | -60.965 $ | 662.954 $ | |
|---|
| Balefire, LLC | 682.110 $ | | | | | | | |
|---|
| Saxony Capital Management, LLC | 299.687 $ | +19.467 $ | 280.220 $ | +12.419 $ | 267.801 $ | -414.022 $ | 681.823 $ | |
|---|
| STEPH & CO | 681.726 $ | +51.341 $ | 630.385 $ | +58.506 $ | 571.879 $ | -59.045 $ | 630.924 $ | |
|---|
| BROGAN FINANCIAL, INC. | 681.522 $ | +39.037 $ | 642.485 $ | | | | | |
|---|
| Brightwater Advisory LLC | 678.718 $ | +42.808 $ | 635.910 $ | +27.918 $ | 607.992 $ | -72.525 $ | 680.517 $ | |
|---|
| Tribridge Partners Financial LLC | 677.514 $ | +50.951 $ | 626.563 $ | +625.681 $ | 882 $ | | | |
|---|
| Trail Ridge Investment Advisors, LLC | 450.673 $ | -224.249 $ | 674.922 $ | +150.214 $ | 524.708 $ | -34.263 $ | 558.971 $ | |
|---|
| Tillman Hartley LLC | 674.626 $ | +151.691 $ | 522.935 $ | +22.959 $ | 499.976 $ | -50.432 $ | 550.408 $ | |
|---|
| SLT Holdings LLC | 671.738 $ | -2.733 $ | 674.471 $ | | | | | |
|---|
| Garde Capital, Inc. | 672.942 $ | +44.811 $ | 628.131 $ | +104.762 $ | 523.369 $ | -41.311 $ | 564.680 $ | |
|---|
| Pavion Blue Capital, LLC | 672.701 $ | +42.428 $ | 630.273 $ | | | | | |
|---|
| Carnegie Lake Advisors LLC | 672.459 $ | +42.412 $ | 630.047 $ | +629.445 $ | 602 $ | -63 $ | 665 $ | |
|---|
| Blossom Wealth Management | 672.219 $ | +3.837 $ | 668.382 $ | | | | | |
|---|
| Bruce G. Allen Investments, LLC | | | 599.041 $ | +967 $ | 598.074 $ | -73.524 $ | 671.598 $ | |
|---|
| J. L. Bainbridge & Co., Inc. | 535.566 $ | +13.946 $ | 521.620 $ | -88.908 $ | 610.528 $ | -60.049 $ | 670.577 $ | |
|---|
| Baring Financial LLC | 669.935 $ | +94.839 $ | 575.096 $ | +33.446 $ | 541.650 $ | +17.569 $ | 524.081 $ | |
|---|
| Strive Asset Management, LLC | | | 308.310 $ | -47.911 $ | 356.221 $ | -312.815 $ | 669.036 $ | |
|---|
| Wealthstream Advisors, Inc. | | | 513.935 $ | +64.389 $ | 449.546 $ | -218.882 $ | 668.428 $ | |
|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 667.909 $ | +228.881 $ | 439.028 $ | | | | | |
|---|
| IMS Capital Management | | | 589.291 $ | -701 $ | 589.992 $ | -77.193 $ | 667.185 $ | |
|---|
| Rothschild Capital Partners, LLC | 666.082 $ | +180.693 $ | 485.389 $ | +21.310 $ | 464.079 $ | +67.447 $ | 396.632 $ | |
|---|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 665.672 $ | +20.546 $ | 645.126 $ | | | | | |
|---|
| DEFINED WEALTH MANAGEMENT, LLC | 661.750 $ | +82.102 $ | 579.648 $ | +73.958 $ | | | 505.690 $ | |
|---|
| Investment Partners Asset Management, Inc. | 658.500 $ | +33.639 $ | 624.861 $ | +20.426 $ | 604.435 $ | -40.998 $ | 645.433 $ | |
|---|
| 1620 INVESTMENT ADVISORS, INC. | 656.094 $ | +41.381 $ | 614.713 $ | +25.909 $ | 588.804 $ | -64.571 $ | 653.375 $ | |
|---|
| Kensington Investment Counsel, LLC | 654.770 $ | +41.297 $ | 613.473 $ | +26.933 $ | 586.540 $ | -60.558 $ | 647.098 $ | |
|---|
| Full Sail Capital, LLC | | | 620.350 $ | +21.737 $ | 598.613 $ | -55.264 $ | 653.877 $ | |
|---|
| Horizon Investment Services, LLC | 653.460 $ | +53.854 $ | 599.606 $ | | | | | |
|---|
| Lighthouse Financial LLC | 652.604 $ | +50.519 $ | 602.085 $ | -33.001 $ | | | 635.086 $ | |
|---|
| Ipsen Advisor Group LLC | 651.881 $ | +15.160 $ | 636.721 $ | | | | | |
|---|
| Hughes Financial Services, LLC | 445.720 $ | -141.004 $ | 586.724 $ | +12.183 $ | 574.541 $ | -72.692 $ | 647.233 $ | |
|---|
| Shulman DeMeo Asset Management LLC | 644.423 $ | +44.041 $ | 600.382 $ | | | | | |
|---|
| Triune Financial Partners, LLC | 510.844 $ | +125.312 $ | 385.532 $ | +18.506 $ | 367.026 $ | -277.167 $ | 644.193 $ | |
|---|
| NOTTINGHAM ADVISORS, INC. | 314.809 $ | -211.832 $ | 526.641 $ | +23.122 $ | 503.519 $ | -140.234 $ | 643.753 $ | |
|---|
| Roth Financial Partners LLC | 641.533 $ | +40.350 $ | 601.183 $ | +26.393 $ | 574.790 $ | -59.345 $ | 634.135 $ | |
|---|
| SEEDS INVESTOR LLC | 641.104 $ | +150.727 $ | 490.377 $ | +4.002 $ | 486.375 $ | -72.291 $ | 558.666 $ | |
|---|
| BCS Private Wealth Management, Inc. | 640.570 $ | +28.450 $ | 612.120 $ | +611.475 $ | 645 $ | | | |
|---|
| GSG Advisors LLC | 640.316 $ | +51.031 $ | 589.285 $ | | | | | |
|---|
| Collaborative Wealth Managment Inc. | 639.946 $ | +266.000 $ | 373.946 $ | +19.033 $ | 354.913 $ | -34.572 $ | 389.485 $ | |
|---|
| Traub Capital Management LLC | 638.884 $ | +25.863 $ | 613.021 $ | +26.913 $ | 586.108 $ | | | |
|---|
| Cannon Financial Strategists, Inc. | 598.090 $ | -12.451 $ | 610.541 $ | +31.655 $ | 578.886 $ | -59.768 $ | 638.654 $ | |
|---|
| Seaside Wealth Management, Inc. | 637.536 $ | | | | | | | |
|---|
| Windmill Hill Asset Management Ltd | 636.358 $ | +40.136 $ | 596.222 $ | +26.176 $ | 570.046 $ | -58.856 $ | 628.902 $ | |
|---|
| Concentrum Wealth Management | 579.877 $ | -56.080 $ | 635.957 $ | | | | | |
|---|
| OLD SECOND NATIONAL BANK OF AURORA | 635.636 $ | +33.213 $ | 602.423 $ | | | | | |
|---|
| Consilium Wealth Advisory, LLC | | | | | 582.414 $ | -51.817 $ | 634.231 $ | |
|---|
| Eukles Asset Management | 632.424 $ | +55.214 $ | 577.210 $ | +43.454 $ | 533.756 $ | -3.971 $ | 537.727 $ | |
|---|
| RICHARDSON FINANCIAL SERVICES INC. | 183.169 $ | -415.200 $ | 598.369 $ | +2.136 $ | 596.233 $ | -35.403 $ | 631.636 $ | |
|---|
| BANYAN CAPITAL MANAGEMENT, INC. | 628.656 $ | +39.650 $ | 589.006 $ | | | | | |
|---|
| Tempus Wealth Planning, LLC | 628.279 $ | +43.156 $ | 585.123 $ | | | | | |
|---|
| Ifrah Financial Services, Inc. | 501.697 $ | +23.750 $ | 477.947 $ | +16.024 $ | 461.923 $ | -159.962 $ | 621.885 $ | |
|---|
| Pacific Center for Financial Services | 620.483 $ | +0 $ | 620.483 $ | | | | | |
|---|
| Reyes Financial Architecture, Inc. | 608.078 $ | +83.452 $ | 524.626 $ | -5.642 $ | 530.268 $ | -89.952 $ | 620.220 $ | |
|---|
| JDH Wealth Management, LLC | | | | | | | 618.555 $ | |
|---|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 617.705 $ | +38.959 $ | 578.746 $ | +25.409 $ | 553.337 $ | -57.131 $ | 610.468 $ | |
|---|
| EQUITY INVESTMENT CORP | 616.261 $ | +38.868 $ | 577.393 $ | | | | | |
|---|
| Presper Financial Architects, LLC | 613.699 $ | +47.771 $ | 565.928 $ | +565.438 $ | 490 $ | | | |
|---|
| Arcataur Capital Management LLC | 612.651 $ | +71.338 $ | 541.313 $ | +85.966 $ | 455.347 $ | -47.608 $ | 502.955 $ | |
|---|
| Arlington Trust Co LLC | 73.287 $ | -425.745 $ | 499.032 $ | -35.979 $ | 535.011 $ | -77.003 $ | 612.014 $ | |
|---|
| CGN Advisors LLC | 562.830 $ | +46.548 $ | 516.282 $ | +1.106 $ | 515.176 $ | -96.600 $ | 611.776 $ | |
|---|
| Transcendent Capital Group LLC | 379.269 $ | -634 $ | 379.903 $ | +23.843 $ | 356.060 $ | -254.301 $ | 610.361 $ | |
|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 610.003 $ | +58.092 $ | 551.911 $ | | | | | |
|---|
| Pettinga Financial Advisors LLC | 609.907 $ | +54.396 $ | 555.511 $ | | | | | |
|---|
| SMI Advisory Services, LLC | 330.467 $ | -278.971 $ | 609.438 $ | +10.818 $ | 598.620 $ | | | |
|---|
| American Capital Advisory, LLC | 608.319 $ | +41.637 $ | 566.682 $ | +24.987 $ | 541.695 $ | -51.290 $ | 592.985 $ | |
|---|
| Advanced Portfolio Management, LLC | 606.634 $ | | | | | | | |
|---|
| Fiera Capital Corp | 604.107 $ | +40.582 $ | 563.525 $ | | | | | |
|---|
| SGL Investment Advisors, Inc. | 603.419 $ | +207.755 $ | 395.664 $ | +55.564 $ | 340.100 $ | +112.086 $ | 228.014 $ | |
|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 602.718 $ | +136.994 $ | 465.724 $ | +218.907 $ | 246.817 $ | -89.016 $ | 335.833 $ | |
|---|
| 1 NORTH WEALTH SERVICES LLC | 562.710 $ | +59.732 $ | 502.978 $ | -43.245 $ | 546.223 $ | -56.395 $ | 602.618 $ | |
|---|
| STRATEGY ASSET MANAGERS LLC | 601.889 $ | +150.061 $ | 451.828 $ | +19.861 $ | 431.967 $ | -44.570 $ | 476.537 $ | |
|---|
| Schiavi & Co LLC | 599.293 $ | +37.798 $ | 561.495 $ | +323.904 $ | 237.591 $ | -24.531 $ | 262.122 $ | |
|---|
| Lord & Richards Wealth Management, LLC | 599.183 $ | +110.276 $ | 488.907 $ | +47.328 $ | 441.579 $ | +98.229 $ | 343.350 $ | |
|---|
| OARSMAN CAPITAL, INC. | 599.151 $ | +39.295 $ | 559.856 $ | +39.387 $ | 520.469 $ | -28.474 $ | 548.943 $ | |
|---|
| Northwest Quadrant Wealth Management, LLC | 509.293 $ | -32.051 $ | 541.344 $ | +24.950 $ | 516.394 $ | -79.556 $ | 595.950 $ | |
|---|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 595.109 $ | +38.368 $ | 556.741 $ | +123.221 $ | | | 433.520 $ | |
|---|
| EdgeRock Capital LLC | 594.928 $ | +86.504 $ | 508.424 $ | +1.555 $ | 506.869 $ | -13.896 $ | 520.765 $ | |
|---|
| Kraft, Davis & Associates, LLC | 594.244 $ | +285.904 $ | 308.340 $ | | | | | |
|---|
| Monument Group Wealth Advisors, LLC | | | | | 568.429 $ | -23.842 $ | 592.271 $ | |
|---|
| RiverGlades Family Offices LLC | | | 560.932 $ | +24.627 $ | 536.305 $ | -55.372 $ | 591.677 $ | |
|---|
| Granite Bay Wealth Management, LLC | 591.592 $ | +156.828 $ | 434.764 $ | +434.348 $ | 416 $ | +4 $ | 412 $ | |
|---|
| Lowe Wealth Advisors, LLC | | | 556.309 $ | +24.424 $ | 531.885 $ | -59.435 $ | 591.320 $ | |
|---|
| Fluent Financial, LLC | 588.925 $ | | | | | | | |
|---|
| Cornerstone Planning Group LLC | 588.132 $ | +73.057 $ | 515.075 $ | +90.169 $ | 424.906 $ | -66.858 $ | 491.764 $ | |
|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 451.025 $ | -136.485 $ | | | 587.510 $ | +55.060 $ | 532.450 $ | |
|---|
| GILL CAPITAL PARTNERS, LLC | 507.835 $ | +4.519 $ | 503.316 $ | -29.108 $ | 532.424 $ | -54.971 $ | 587.395 $ | |
|---|
| MRP Capital Investments, LLC | 243.689 $ | -12.875 $ | 256.564 $ | +0 $ | 256.564 $ | -330.795 $ | 587.359 $ | |
|---|
| William B. Walkup & Associates, Inc. | 586.236 $ | +58.622 $ | 527.614 $ | +24.350 $ | 503.264 $ | -51.961 $ | 555.225 $ | |
|---|
| Kozak & Associates, Inc. | 585.740 $ | +37.233 $ | 548.507 $ | +38.631 $ | 509.876 $ | +33.717 $ | 476.159 $ | |
|---|
| SkyOak Wealth, LLC | 585.500 $ | +26.781 $ | 558.719 $ | +24.529 $ | 534.190 $ | -44.450 $ | 578.640 $ | |
|---|
| WASHINGTON CAPITAL MANAGEMENT, INC | 584.852 $ | +3.062 $ | 581.790 $ | | | | | |
|---|
| Ascent Capital Management, LLC | | | 531.253 $ | +5.584 $ | 525.669 $ | -58.606 $ | 584.275 $ | |
|---|
| Merkkuri Wealth Advisors LLC | 584.156 $ | +39.028 $ | 545.128 $ | +29.761 $ | 515.367 $ | -49.744 $ | 565.111 $ | |
|---|
| Gallagher Capital Advisors, LLC | 579.560 $ | +32.850 $ | 546.710 $ | +15.047 $ | 531.663 $ | -26.089 $ | 557.752 $ | |
|---|
| Future Financial Wealth Managment LLC | 579.148 $ | +67.481 $ | 511.667 $ | +22.596 $ | 489.071 $ | -50.820 $ | 539.891 $ | |
|---|
| Veltria Advisors Corp. | | | | | 577.054 $ | +54.357 $ | 522.697 $ | |
|---|
| Harbor Group, Inc. | 574.636 $ | | | | | | | |
|---|
| Abich Financial Wealth Management LLC | | | 574.395 $ | | | | | |
|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 573.996 $ | +68.910 $ | 505.086 $ | +24.156 $ | 480.930 $ | -49.141 $ | 530.071 $ | |
|---|
| Proactive Wealth Strategies LLC | 573.151 $ | +38.484 $ | 534.667 $ | +534.162 $ | 505 $ | +95 $ | 410 $ | |
|---|
| V-Square Quantitative Management LLC | 571.495 $ | +158.513 $ | | | 412.982 $ | +164.299 $ | 248.683 $ | |
|---|
| J. Safra Sarasin Holding AG | | | 570.628 $ | +77.766 $ | 492.862 $ | | | |
|---|
| Canvas Wealth Advisors, LLC | 568.341 $ | +64.131 $ | 504.210 $ | | | | | |
|---|
| Bell Investment Advisors, Inc | 565.306 $ | +12.766 $ | 552.540 $ | +14.120 $ | 538.420 $ | +107.353 $ | 431.067 $ | |
|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | | | 565.006 $ | | | | | |
|---|
| American Alpha Advisors, LLC | 560.303 $ | +111.896 $ | 448.407 $ | -1.658 $ | 450.065 $ | -26.012 $ | 476.077 $ | |
|---|
| Sandhill Capital Partners LLC | 559.822 $ | +41.172 $ | 518.650 $ | +38.078 $ | 480.572 $ | -49.618 $ | 530.190 $ | |
|---|
| KINTRA WEALTH, LLC | 558.913 $ | +246.125 $ | 312.788 $ | -97.418 $ | 410.206 $ | -41.177 $ | 451.383 $ | |
|---|
| Quantum Financial Planning Services, Inc. | 429.983 $ | -9.161 $ | 439.144 $ | +20.123 $ | 419.021 $ | -138.097 $ | 557.118 $ | |
|---|
| Stegent Equity Advisors, Inc. | 556.452 $ | +252.928 $ | 303.524 $ | | | | | |
|---|
| McCollum Christoferson Group LLC | 551.518 $ | +36.138 $ | 515.380 $ | +195.339 $ | | | 320.041 $ | |
|---|
| JACKSON SQUARE CAPITAL, LLC | 551.278 $ | +34.770 $ | 516.508 $ | | | | | |
|---|
| Detalus Advisors, LLC | 550.677 $ | +55.355 $ | 495.322 $ | +9.058 $ | 486.264 $ | -58.555 $ | 544.819 $ | |
|---|
| Gilbert Capital Group, Inc. | 550.315 $ | +34.709 $ | 515.606 $ | +22.637 $ | 492.969 $ | | | |
|---|
| FIRST HAWAIIAN BANK | 508.917 $ | -41.191 $ | 550.108 $ | +83.873 $ | 466.235 $ | -48.137 $ | 514.372 $ | |
|---|
| Guinness Atkinson Asset Management Inc | 549.376 $ | +11.857 $ | 537.519 $ | | | | | |
|---|
| Financial Perspectives, Inc | 378.094 $ | -62.374 $ | 440.468 $ | -7.553 $ | 448.021 $ | -99.705 $ | 547.726 $ | |
|---|
| Christian Investment Advisors, Inc. | 546.223 $ | +31.632 $ | 514.591 $ | +22.592 $ | 491.999 $ | | | |
|---|
| Paragon Advisors, LLC | | | | | 317.017 $ | -228.886 $ | 545.903 $ | |
|---|
| O'Brien Greene & Co. Inc | 545.020 $ | +135.850 $ | 409.170 $ | -147 $ | 409.317 $ | -35.124 $ | 444.441 $ | |
|---|
| LANDAAS & CO /WI /ADV | 543.782 $ | | | | | | | |
|---|
| Constant Guidance Financial LLC | 467.280 $ | +12.560 $ | 454.720 $ | -37.279 $ | 491.999 $ | -50.797 $ | 542.796 $ | |
|---|
| Providence Capital Advisors, LLC | 542.252 $ | +11.650 $ | 530.602 $ | +20.492 $ | 510.110 $ | +279.505 $ | 230.605 $ | |
|---|
| SALZHAUER MICHAEL | 541.530 $ | +34.155 $ | 507.375 $ | | | | | |
|---|
| Wilson & Boucher Capital Management, LLC | 540.849 $ | +8.863 $ | 531.986 $ | | | | | |
|---|
| Murphy Pohlad Asset Management LLC | 533.948 $ | +33.677 $ | 500.271 $ | +11.183 $ | 489.088 $ | -50.497 $ | 539.585 $ | |
|---|
| Ninepoint Partners LP | 538.642 $ | +33.973 $ | 504.669 $ | | | | | |
|---|
| Marotta Asset Management | 432.502 $ | -899 $ | 433.401 $ | -16.233 $ | 449.634 $ | -87.585 $ | 537.219 $ | |
|---|
| Putney Financial Group LLC | 537.077 $ | +467.007 $ | | | 70.070 $ | -20.911 $ | 90.981 $ | |
|---|
| Orcam Financial Group | 535.874 $ | +33.798 $ | 502.076 $ | +269.806 $ | | | 232.270 $ | |
|---|
| Axecap Investments, LLC | 535.874 $ | +114.076 $ | 421.798 $ | +29.298 $ | 392.500 $ | -40.893 $ | 433.393 $ | |
|---|
| Oldfather Financial Services, LLC | 534.344 $ | +107.190 $ | 427.154 $ | +21.429 $ | 405.725 $ | -49.981 $ | 455.706 $ | |
|---|
| Ironsides Asset Advisors, LLC | 400.131 $ | +16.781 $ | 383.350 $ | +24.915 $ | 358.435 $ | -174.371 $ | 532.806 $ | |
|---|
| American Wealth Advisors, LLC | 532.701 $ | +33.854 $ | 498.847 $ | | | | | |
|---|
| MERIDIAN MANAGEMENT CO | 532.384 $ | +33.577 $ | 498.807 $ | +4.911 $ | 493.896 $ | -32.250 $ | 526.146 $ | |
|---|
| Tennessee Valley Asset Management Partners | 532.089 $ | +30.535 $ | 501.554 $ | +21.681 $ | | | 479.873 $ | |
|---|
| Wealth Advisors Northwest LLC | 531.662 $ | +33.532 $ | 498.130 $ | +24.026 $ | 474.104 $ | -48.950 $ | 523.054 $ | |
|---|
| Signature Resources Capital Management, LLC | 529.135 $ | +39.011 $ | 490.124 $ | +20.978 $ | 469.146 $ | -60.449 $ | 529.595 $ | |
|---|
| Dakota Community Bank & Trust NA | 528.172 $ | +43.685 $ | 484.487 $ | +57.599 $ | 426.888 $ | -27.306 $ | 454.194 $ | |
|---|
| GreatBanc Trust CO | 527.691 $ | +21 $ | 527.670 $ | | | | | |
|---|
| HFM Investment Advisors, LLC | 527.556 $ | +52.771 $ | 474.785 $ | +23.355 $ | 451.430 $ | -36.192 $ | 487.622 $ | |
|---|
| Strategic Family Wealth Counselors, L.L.C. | 523.927 $ | +179.137 $ | 344.790 $ | +39.608 $ | 305.182 $ | -5.107 $ | 310.289 $ | |
|---|
| SNS Financial Group, LLC | 514.174 $ | +22.847 $ | 491.327 $ | +1.519 $ | 489.808 $ | -33.921 $ | 523.729 $ | |
|---|
| PACES FERRY WEALTH ADVISORS, LLC | 523.481 $ | +27.604 $ | 495.877 $ | | | | | |
|---|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 341.284 $ | +102.479 $ | 238.805 $ | -284.564 $ | 523.369 $ | +293.002 $ | 230.367 $ | |
|---|
| Silvant Capital Management LLC | 522.877 $ | | | | | | | |
|---|
| KERR FINANCIAL PLANNING Corp | 521.577 $ | +144.363 $ | 377.214 $ | | | | | |
|---|
| HAMILTON CAPITAL PARTNERS, LLC | 521.554 $ | +32.895 $ | 488.659 $ | +21.454 $ | 467.205 $ | -48.238 $ | 515.443 $ | |
|---|
| FSA Advisors, Inc. | 520.909 $ | +17.006 $ | 503.903 $ | +113.875 $ | 390.028 $ | | | |
|---|
| Loudon Investment Management, LLC | 519.026 $ | +31.720 $ | 487.306 $ | +22.365 $ | 464.941 $ | -432 $ | 465.373 $ | |
|---|
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 518.906 $ | +32.728 $ | 486.178 $ | +21.344 $ | 464.834 $ | -47.992 $ | 512.826 $ | |
|---|
| Caerus Investment Advisors, LLC | 517.906 $ | +68.498 $ | 449.408 $ | | | | | |
|---|
| HC Advisors, LLC | 446.370 $ | +29.660 $ | 416.710 $ | +19.751 $ | 396.959 $ | -120.250 $ | 517.209 $ | |
|---|
| Lansing Street Advisors | 517.132 $ | +40.443 $ | 476.689 $ | | | | | |
|---|
| Wheelhouse Advisory Group LLC | 465.074 $ | +45.043 $ | 420.031 $ | -44.941 $ | 464.972 $ | -51.658 $ | 516.630 $ | |
|---|
| Peirce Capital Management, LLC | 516.468 $ | +40.692 $ | 475.776 $ | +20.888 $ | 454.888 $ | -46.966 $ | 501.854 $ | |
|---|
| Fortitude Family Office, LLC | 457.412 $ | -44.551 $ | 501.963 $ | +19.774 $ | 482.189 $ | -33.729 $ | 515.918 $ | |
|---|
| Planned Solutions, Inc. | 515.898 $ | +32.539 $ | 483.359 $ | +40.085 $ | 443.274 $ | -32.327 $ | 475.601 $ | |
|---|
| Moment Partners, LLC | | | 470.055 $ | +19.774 $ | 450.281 $ | -63.140 $ | 513.421 $ | |
|---|
| Pinion Investment Advisors, LLC | 398.357 $ | +15.511 $ | 382.846 $ | -87.207 $ | 470.053 $ | -43.122 $ | 513.175 $ | |
|---|
| Burk Holdings LLC | 511.161 $ | +59.300 $ | 451.861 $ | +25.189 $ | 426.672 $ | -44.053 $ | 470.725 $ | |
|---|
| Demars Financial Group, LLC | 510.164 $ | +32.177 $ | 477.987 $ | +222.247 $ | 255.740 $ | +253.818 $ | 1.922 $ | |
|---|
| COLUMBIA ADVISORY PARTNERS LLC | 499.291 $ | +32.280 $ | 467.011 $ | -6.662 $ | 473.673 $ | -35.942 $ | 509.615 $ | |
|---|
| Hilton Capital Management, LLC | 421.070 $ | +29.038 $ | 392.032 $ | -55.122 $ | 447.154 $ | -60.082 $ | 507.236 $ | |
|---|
| Spectrum Strategic Capital Management, LLC | 506.872 $ | +31.969 $ | 474.903 $ | +20.849 $ | 454.054 $ | -34.986 $ | 489.040 $ | |
|---|
| PLANNING DIRECTIONS INC | 505.969 $ | +32.181 $ | 473.788 $ | | | | | |
|---|
| VestGen Investment Management | 505.669 $ | +83.646 $ | 422.023 $ | +82.884 $ | 339.139 $ | -57.255 $ | 396.394 $ | |
|---|
| Pinnacle Wealth Management Group, Inc. | 252.624 $ | +16.385 $ | 236.239 $ | -44.925 $ | 281.164 $ | -222.505 $ | 503.669 $ | |
|---|
| TRILLIUM ASSET MANAGEMENT, LLC | 502.000 $ | +7.000 $ | 495.000 $ | | | | | |
|---|
| Brown Financial Advisors | 493.575 $ | +26.395 $ | 467.180 $ | +23.421 $ | 443.759 $ | -57.115 $ | 500.874 $ | |
|---|
| JMG Financial Group, Ltd. | 498.809 $ | +31.460 $ | 467.349 $ | +20.518 $ | 446.831 $ | -46.610 $ | 493.441 $ | |
|---|
| Johnson Bixby & Associates, LLC | 496.727 $ | +31.329 $ | 465.398 $ | | | | | |
|---|
| Northern Capital Management, Inc. | 496.647 $ | +32.016 $ | 464.631 $ | +24.302 $ | 440.329 $ | -47.074 $ | 487.403 $ | |
|---|
| Fingerlakes Wealth Management, Inc. | 494.891 $ | +63.529 $ | 431.362 $ | +19.768 $ | 411.594 $ | -48.474 $ | 460.068 $ | |
|---|
| NATIXIS ADVISORS, LLC | 494.857 $ | +56.228 $ | 438.629 $ | +55.717 $ | 382.912 $ | -38.441 $ | 421.353 $ | |
|---|
| Vanguard Capital Wealth Advisors | 455.126 $ | -38.945 $ | 494.071 $ | | | | | |
|---|
| US Asset Management LLC | 493.875 $ | +24.271 $ | 469.604 $ | +75.272 $ | 394.332 $ | +393.897 $ | 435 $ | |
|---|
| Blackston Financial Advisory Group, LLC | 381.555 $ | -111.294 $ | 492.849 $ | +19.858 $ | 472.991 $ | -5.329 $ | 478.320 $ | |
|---|
| Beech Hill Advisors, Inc. | 492.191 $ | | | | | | | |
|---|
| Bright Futures Wealth Management, LLC. | 492.157 $ | +57.652 $ | 434.505 $ | +65.466 $ | | | 369.039 $ | |
|---|
| L.K. Benson & Company, P.C. | 396.159 $ | -95.320 $ | 491.479 $ | | | | | |
|---|
| Ariadne Wealth Management, LP | 490.922 $ | +141.798 $ | 349.124 $ | +146.944 $ | 202.180 $ | -19.952 $ | 222.132 $ | |
|---|
| Midwest Heritage Bank, FSB | 489.431 $ | +31.250 $ | 458.181 $ | +20.484 $ | 437.697 $ | -44.768 $ | 482.465 $ | |
|---|
| TILIA FIDUCIARY PARTNERS, INC. | 375.552 $ | +34.394 $ | 341.158 $ | -108.017 $ | 449.175 $ | -40.154 $ | 489.329 $ | |
|---|
| Brown Miller Wealth Management, LLC | 482.624 $ | +16.346 $ | 466.278 $ | +22.951 $ | 443.327 $ | -45.773 $ | 489.100 $ | |
|---|
| Custos Family Office, LLC | 486.501 $ | +36.047 $ | 450.454 $ | +73.654 $ | 376.800 $ | +39.538 $ | 337.262 $ | |
|---|
| Delos Wealth Advisors, LLC | 460.959 $ | +29.106 $ | 431.853 $ | +18.990 $ | 412.863 $ | -72.799 $ | 485.662 $ | |
|---|
| MARIPAU WEALTH MANAGEMENT LLC | 403.219 $ | +61.847 $ | 341.372 $ | -143.494 $ | 484.866 $ | +49.793 $ | 435.073 $ | |
|---|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 484.609 $ | +21.657 $ | 462.952 $ | +27.009 $ | 435.943 $ | -43.464 $ | 479.407 $ | |
|---|
| SWEENEY & MICHEL, LLC | | | | | 484.582 $ | +62.835 $ | 421.747 $ | |
|---|
| Atlas Wealth Partners, LLC | 483.165 $ | +30.474 $ | 452.691 $ | +452.258 $ | 433 $ | -45 $ | 478 $ | |
|---|
| Tortoise Investment Management, LLC | 481.641 $ | +41.880 $ | 439.761 $ | +29.130 $ | 410.631 $ | -24.379 $ | 435.010 $ | |
|---|
| Frederick Financial Consultants, LLC | 461.947 $ | +37.869 $ | 424.078 $ | +19.749 $ | 404.329 $ | -77.239 $ | 481.568 $ | |
|---|
| CHERRYDALE WEALTH MANAGEMENT, LLC | 480.679 $ | +37.082 $ | 443.597 $ | +36.939 $ | 406.658 $ | -71.243 $ | 477.901 $ | |
|---|
| Zuckerman Investment Group, LLC | 480.638 $ | +30.315 $ | 450.323 $ | +10.930 $ | 439.393 $ | -30.856 $ | 470.249 $ | |
|---|
| CANADA LIFE ASSURANCE Co | 480.602 $ | +47.848 $ | 432.754 $ | +39.285 $ | 393.469 $ | -32.466 $ | 425.935 $ | |
|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 480.397 $ | +30.299 $ | 450.098 $ | +34.745 $ | 415.353 $ | -41.100 $ | 456.453 $ | |
|---|
| Copley Financial Group, Inc. | 429.212 $ | +9.369 $ | 419.843 $ | +16.923 $ | 402.920 $ | -75.733 $ | 478.653 $ | |
|---|
| Pathway Financial Advisors LLC | 470.484 $ | +32.512 $ | 437.972 $ | +19.255 $ | 418.717 $ | -59.018 $ | 477.735 $ | |
|---|
| Coordinated Financial Services, Inc. | | | | | 477.362 $ | | | |
|---|
| Valpey Financial Services, LLC | 476.400 $ | +33.831 $ | 442.569 $ | +14.424 $ | 428.145 $ | | | |
|---|
| Summit Wealth Group, LLC | 472.840 $ | +40.739 $ | 432.101 $ | +431.670 $ | 431 $ | +11 $ | 420 $ | |
|---|
| Clean Yield Group | 471.853 $ | -6 $ | 471.859 $ | +36.024 $ | 435.835 $ | -30.490 $ | 466.325 $ | |
|---|
| Engineers Gate Manager LP | | | 471.633 $ | | | | | |
|---|
| O'Connor Financial Group LLC | 471.146 $ | +84.442 $ | 386.704 $ | +20.932 $ | 365.772 $ | -24.675 $ | 390.447 $ | |
|---|
| Hill Investment Group Partners, LLC | 471.011 $ | +30.271 $ | 440.740 $ | +19.242 $ | 421.498 $ | | | |
|---|
| Hurlow Wealth Management Group, Inc. | 333.703 $ | -20.140 $ | 353.843 $ | -71.352 $ | 425.195 $ | -44.494 $ | 469.689 $ | |
|---|
| DLK Investment Management, LLC | 468.363 $ | | | | | | | |
|---|
| N.E.W. Advisory Services LLC | 467.453 $ | +82.093 $ | 385.360 $ | | | | | |
|---|
| Dempze Nancy E | 466.317 $ | +91.423 $ | 374.894 $ | | | | | |
|---|
| Caitlin John, LLC | 466.273 $ | +336.229 $ | 130.044 $ | | | | | |
|---|
| WEST MICHIGAN ADVISORS, LLC | 433.578 $ | -4.512 $ | 438.090 $ | +7.964 $ | 430.126 $ | -32.936 $ | 463.062 $ | |
|---|
| Private Wealth Management Group, LLC | 428.772 $ | +24.337 $ | 404.435 $ | +17.756 $ | 386.679 $ | -75.840 $ | 462.519 $ | |
|---|
| Whelan Financial | 414.769 $ | -47.561 $ | 462.330 $ | +173.285 $ | 289.045 $ | -4.371 $ | 293.416 $ | |
|---|
| Auour Investments LLC | 461.124 $ | +7.549 $ | 453.575 $ | +19.913 $ | 433.662 $ | +2.513 $ | 431.149 $ | |
|---|
| ZEVIN ASSET MANAGEMENT LLC | 461.023 $ | +460.683 $ | 340 $ | -4 $ | 344 $ | -35 $ | 379 $ | |
|---|
| B.O.S.S. Retirement Advisors, LLC | 460.966 $ | +40.700 $ | 420.266 $ | | | | | |
|---|
| SHAYNE & JACOBS, LLC | 460.902 $ | +29.069 $ | 431.833 $ | | | | | |
|---|
| GUIDANCE CAPITAL, INC | 460.027 $ | +62.865 $ | 397.162 $ | +17.318 $ | 379.844 $ | +249 $ | 379.595 $ | |
|---|
| Gradient Capital Advisors, LLC | 447.745 $ | +16.134 $ | 431.611 $ | +22.389 $ | 409.222 $ | -50.785 $ | 460.007 $ | |
|---|
| Sharkey, Howes & Javer | 459.819 $ | +72.974 $ | 386.845 $ | +16.983 $ | 369.862 $ | -38.287 $ | 408.149 $ | |
|---|
| Portland Financial Advisors Inc | 459.338 $ | +28.971 $ | 430.367 $ | +18.894 $ | 411.473 $ | -42.483 $ | 453.956 $ | |
|---|
| Hobart Private Capital, LLC | 458.829 $ | +141.689 $ | 317.140 $ | +61.360 $ | 255.780 $ | | | |
|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | | | 458.317 $ | +59.387 $ | 398.930 $ | -8.302 $ | 407.232 $ | |
|---|
| Israel Discount Bank of New York | 408.675 $ | -19.324 $ | 427.999 $ | +16.418 $ | 411.581 $ | -46.656 $ | 458.237 $ | |
|---|
| Christensen, King & Associates Investment Services, Inc. | 432.536 $ | +5.904 $ | 426.632 $ | +18.993 $ | 407.639 $ | -49.151 $ | 456.790 $ | |
|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | 453.672 $ | -3.069 $ | 456.741 $ | +42.798 $ | 413.943 $ | +8.332 $ | 405.611 $ | |
|---|
| Costello Asset Management, INC | 455.798 $ | +66.596 $ | 389.202 $ | +17.644 $ | 371.558 $ | -13.488 $ | 385.046 $ | |
|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 455.367 $ | +28.721 $ | 426.646 $ | +18.731 $ | 407.915 $ | -32.602 $ | 440.517 $ | |
|---|
| MBM WEALTH CONSULTANTS, LLC | 455.329 $ | +63.783 $ | 391.546 $ | +25.706 $ | 365.840 $ | -4.115 $ | 369.955 $ | |
|---|
| J2 Capital Management Inc | 455.080 $ | +56.326 $ | 398.754 $ | -29.279 $ | 428.033 $ | | | |
|---|
| Overbrook Management Corp | 416.858 $ | -14.073 $ | 430.931 $ | +18.919 $ | 412.012 $ | -42.538 $ | 454.550 $ | |
|---|
| Crown Oak Advisors, LLC | 454.307 $ | +54.353 $ | 399.954 $ | | | | | |
|---|
| Base Wealth Management LLC | 438.606 $ | +23.067 $ | 415.539 $ | +9.536 $ | 406.003 $ | -47.916 $ | 453.919 $ | |
|---|
| BlueChip Wealth Advisors LLC | 451.877 $ | +28.500 $ | 423.377 $ | | | | | |
|---|
| Grantvest Financial Group LLC | 439.678 $ | +21.980 $ | 417.698 $ | +17.197 $ | 400.501 $ | -50.457 $ | 450.958 $ | |
|---|
| Wallace Advisory Group, LLC | 450.433 $ | +48.878 $ | 401.555 $ | | | | | |
|---|
| ShankerValleau Wealth Advisors, Inc. | 450.312 $ | +28.401 $ | 421.911 $ | +18.523 $ | 403.388 $ | -41.648 $ | 445.036 $ | |
|---|
| FOREFRONT WEALTH MANAGEMENT INC. | 449.660 $ | +28.539 $ | 421.121 $ | +18.662 $ | 402.459 $ | -41.354 $ | 443.813 $ | |
|---|
| FORONJY FINANCIAL LLC | | | 322.621 $ | -125.304 $ | 447.925 $ | | | |
|---|
| Creative Capital Management Investments LLC | 447.544 $ | +30.256 $ | 417.288 $ | +28.130 $ | 389.158 $ | -7.830 $ | 396.988 $ | |
|---|
| Alan B Lancz & Associates, Inc. | 447.304 $ | +47.258 $ | | | 400.046 $ | -41.304 $ | 441.350 $ | |
|---|
| Melia Wealth LLC | | | 446.603 $ | +19.607 $ | 426.996 $ | | | |
|---|
| Sageworth Trust Co of South Dakota | 366.074 $ | +20.495 $ | 345.579 $ | -59.102 $ | 404.681 $ | -41.782 $ | 446.463 $ | |
|---|
| Asset Advisors Investment Management, LLC | 445.258 $ | +25.264 $ | 419.994 $ | +21.134 $ | 398.860 $ | -41.181 $ | 440.041 $ | |
|---|
| TSA Wealth Managment LLC | 443.212 $ | +104.285 $ | 338.927 $ | +34.284 $ | 304.643 $ | +67.616 $ | 237.027 $ | |
|---|
| Warren Street Wealth Advisors, LLC | 367.759 $ | -39.269 $ | 407.028 $ | +34.363 $ | 372.665 $ | -69.160 $ | 441.825 $ | |
|---|
| KFG WEALTH MANAGEMENT, LLC | 441.498 $ | +34.727 $ | 406.771 $ | +81.821 $ | 324.950 $ | +121.947 $ | 203.003 $ | |
|---|
| CONTINUUM WEALTH ADVISORS, LLC | 441.166 $ | +166.281 $ | 274.885 $ | +8.244 $ | | | 266.641 $ | |
|---|
| Goldstream Capital Management Ltd | 440.685 $ | +27.794 $ | 412.891 $ | +18.127 $ | 394.764 $ | -40.758 $ | 435.522 $ | |
|---|
| Aspect Partners, LLC | 439.001 $ | +32.199 $ | 406.802 $ | +8.050 $ | 398.752 $ | -31.180 $ | 429.932 $ | |
|---|
| G&S Capital LLC | 438.904 $ | +33.953 $ | 404.951 $ | +22.286 $ | 382.665 $ | -38.909 $ | 421.574 $ | |
|---|
| CAP Partners, LLC | 438.902 $ | +29.860 $ | 409.042 $ | +18.539 $ | 390.503 $ | -41.556 $ | 432.059 $ | |
|---|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 414.514 $ | +10.844 $ | 403.670 $ | +8.925 $ | 394.745 $ | -41.810 $ | 436.555 $ | |
|---|
| PURE PORTFOLIOS HOLDINGS LLC | 418.592 $ | +59.842 $ | 358.750 $ | +33.015 $ | 325.735 $ | -109.171 $ | 434.906 $ | |
|---|
| AMJ Financial Wealth Management | 426.726 $ | +15.301 $ | 411.425 $ | +23.129 $ | 388.296 $ | -46.036 $ | 434.332 $ | |
|---|
| Cascade Financial Partners, LLC | 413.855 $ | -20.441 $ | 434.296 $ | +40.707 $ | 393.589 $ | +60.547 $ | 333.042 $ | |
|---|
| Buck Wealth Strategies, LLC | 433.351 $ | +57.935 $ | 375.416 $ | -9.742 $ | 385.158 $ | -34.786 $ | 419.944 $ | |
|---|
| Sterling Financial Group, Inc. | | | 426.322 $ | +22.717 $ | 403.605 $ | -29.299 $ | 432.904 $ | |
|---|
| Sculati Wealth Management, LLC | 431.299 $ | +27.203 $ | 404.096 $ | +17.741 $ | 386.355 $ | -39.890 $ | 426.245 $ | |
|---|
| THEORY FINANCIAL LLC | 429.196 $ | +70.472 $ | 358.724 $ | | | | | |
|---|
| Biltmore Wealth Management, LLC | 427.929 $ | +26.990 $ | 400.939 $ | | | | | |
|---|
| Farrell Financial LLC | 427.411 $ | +27.697 $ | 399.714 $ | +17.735 $ | 381.979 $ | -39.299 $ | 421.278 $ | |
|---|
| ABLE Financial Group, LLC | 284.243 $ | +677 $ | 283.566 $ | -824 $ | 284.390 $ | -141.801 $ | 426.191 $ | |
|---|
| Equity Wealth Partners, LLC | 425.940 $ | +30.180 $ | 395.760 $ | | | | | |
|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 348.066 $ | +55.772 $ | 292.294 $ | -132.869 $ | 425.163 $ | +167.917 $ | 257.246 $ | |
|---|
| Wick Capital Partners, LLC | 425.101 $ | | | | | | | |
|---|
| Compass Financial Services Inc | 234.931 $ | -189.737 $ | 424.668 $ | +369.191 $ | 55.477 $ | -10.973 $ | 66.450 $ | |
|---|
| Sunburst Financial Group, LLC | 424.327 $ | +35.826 $ | 388.501 $ | | | | | |
|---|
| FreeGulliver LLC | 329.731 $ | -91.165 $ | 420.896 $ | +53.762 $ | 367.134 $ | -56.748 $ | 423.882 $ | |
|---|
| Three Magnolias Financial Advisors, LLC | 423.356 $ | +26.701 $ | 396.655 $ | +17.415 $ | 379.240 $ | -39.156 $ | 418.396 $ | |
|---|
| Grove Street Fiduciary, LLC | 422.634 $ | +26.656 $ | 395.978 $ | +17.384 $ | 378.594 $ | -41.705 $ | 420.299 $ | |
|---|
| Fogel Capital Management, Inc. | 422.522 $ | +120.846 $ | 301.676 $ | | | | | |
|---|
| Dominguez Wealth Management Solutions, Inc. | 394.036 $ | +24.852 $ | 369.184 $ | +7.908 $ | 361.276 $ | -61.087 $ | 422.363 $ | |
|---|
| JDM Financial Group LLC | 421.912 $ | +26.610 $ | 395.302 $ | | | | | |
|---|
| Bull Oak Capital, LLC | 419.024 $ | | | | | | | |
|---|
| Bank of Marin | | | | | 379.779 $ | -39.211 $ | 418.990 $ | |
|---|
| Strategies Wealth Advisors, LLC | 418.949 $ | | | | | | | |
|---|
| Mraz, Amerine & Associates, Inc. | 290.621 $ | +15.849 $ | 274.772 $ | -35.153 $ | 309.925 $ | -107.781 $ | 417.706 $ | |
|---|
| HMS Capital Management, LLC | 345.737 $ | +21.806 $ | 323.931 $ | +14.222 $ | 309.709 $ | -107.713 $ | 417.422 $ | |
|---|
| PINNEY & SCOFIELD, INC. | 416.978 $ | +26.299 $ | 390.679 $ | +17.152 $ | 373.527 $ | -38.565 $ | 412.092 $ | |
|---|
| Diametric Capital, LP | | | | | | | 416.730 $ | |
|---|
| SONATA CAPITAL GROUP INC | 416.603 $ | +416.213 $ | 390 $ | +7 $ | 383 $ | -53 $ | 436 $ | |
|---|
| Sagace Wealth Management LLC | 416.497 $ | +28.073 $ | 388.424 $ | +26.755 $ | 361.669 $ | -9.036 $ | 370.705 $ | |
|---|
| Kendall Capital Management | 383.609 $ | +2.772 $ | 380.837 $ | +25.667 $ | 355.170 $ | -61.289 $ | 416.459 $ | |
|---|
| Atlas Private Wealth Advisors | 415.933 $ | +11.493 $ | 404.440 $ | | | | | |
|---|
| Helium Advisors LLC | 281.279 $ | -23.807 $ | 305.086 $ | -108.886 $ | 413.972 $ | | | |
|---|
| Aureus Asset Management, LLC | 413.591 $ | +15.713 $ | 397.878 $ | +4.748 $ | 393.130 $ | +2.344 $ | 390.786 $ | |
|---|
| WJ Financial Advisors LLC | 413.368 $ | +25.508 $ | 387.860 $ | | | | | |
|---|
| Prospect Financial Group LLC | 412.646 $ | +21.854 $ | 390.792 $ | +13.708 $ | 377.084 $ | -26.445 $ | 403.529 $ | |
|---|
| ALTERNA WEALTH MANAGEMENT, INC | | | | | | | 412.330 $ | |
|---|
| Tenon Financial LLC | 411.081 $ | +25.927 $ | 385.154 $ | | | | | |
|---|
| RETIREMENT FINANCIAL SOLUTIONS, LLC | | | 295.300 $ | -65.363 $ | 360.663 $ | -49.433 $ | 410.096 $ | |
|---|
| RF&L WEALTH MANAGEMENT, LLC | 409.758 $ | +25.844 $ | 383.914 $ | +16.855 $ | 367.059 $ | -37.898 $ | 404.957 $ | |
|---|
| CGC Financial Services, LLC | 409.156 $ | +128.747 $ | 280.409 $ | +7.352 $ | 273.057 $ | -24.387 $ | 297.444 $ | |
|---|
| Spurstone Advisory Services, LLC | 408.915 $ | +25.791 $ | 383.124 $ | -13.580 $ | 396.704 $ | -7.420 $ | 404.124 $ | |
|---|
| Rock Point Advisors, LLC | 404.824 $ | +39.852 $ | 364.972 $ | +16.023 $ | 348.949 $ | -59.813 $ | 408.762 $ | |
|---|
| CABOT WEALTH MANAGEMENT INC | 406.172 $ | +22.122 $ | 384.050 $ | | | | | |
|---|
| BTS Asset Management, Inc. | | | 404.558 $ | +104.664 $ | 299.894 $ | +8.469 $ | 291.425 $ | |
|---|
| Three Bridge Wealth Advisors, LLC | | | | | 404.034 $ | | | |
|---|
| Marietta Wealth Management, LLC | 403.741 $ | +19.489 $ | 384.252 $ | +64.086 $ | 320.166 $ | -33.056 $ | 353.222 $ | |
|---|
| Weinberger Asset Management, Inc | 403.620 $ | +34.589 $ | 369.031 $ | | | | | |
|---|
| VESTIA PERSONAL WEALTH ADVISORS | 403.590 $ | +70.234 $ | 333.356 $ | +17.444 $ | 315.912 $ | -21.074 $ | 336.986 $ | |
|---|
| Paragon Capital Management Ltd | 403.488 $ | +14.566 $ | 388.922 $ | | | | | |
|---|
| Riverview Trust Co | | | | | | | 402.697 $ | |
|---|
| Vantage Point Financial LLC | | | 402.521 $ | +19.144 $ | 383.377 $ | | | |
|---|
| Santori & Peters, Inc. | 402.157 $ | +84.332 $ | 317.825 $ | +14.061 $ | 303.764 $ | -31.239 $ | 335.003 $ | |
|---|
| Fulcrum Capital LLC | | | | | | | 401.746 $ | |
|---|
| BREAKTHRU ADVISORY SERVICES, LLC | 399.047 $ | +33.172 $ | 365.875 $ | | | | | |
|---|
| Pineridge Advisors LLC | | | 364.061 $ | +2.303 $ | 361.758 $ | -36.411 $ | 398.169 $ | |
|---|
| Parkwoods Wealth Partners, LLC | 397.242 $ | +59.330 $ | 337.912 $ | +27.232 $ | 310.680 $ | +44.753 $ | 265.927 $ | |
|---|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | | | | | 359.944 $ | -37.163 $ | 397.107 $ | |
|---|
| LifeWealth Investments, LLC | 397.050 $ | +103.910 $ | 293.140 $ | -19.543 $ | 312.683 $ | | | |
|---|
| Seneca House Advisors | 396.437 $ | | | | | | | |
|---|
| HFR Wealth Management, LLC | 396.280 $ | +24.994 $ | 371.286 $ | +16.301 $ | 354.985 $ | -36.651 $ | 391.636 $ | |
|---|
| UNIQUE WEALTH, LLC | 396.107 $ | +38.400 $ | 357.707 $ | +138.928 $ | | | 218.779 $ | |
|---|
| Nova R Wealth, Inc. | 364.301 $ | +49.575 $ | 314.726 $ | -81.191 $ | 395.917 $ | +17.855 $ | 378.062 $ | |
|---|
| New Capital Management LP | 395.761 $ | +11.807 $ | 383.954 $ | +29.723 $ | 354.231 $ | -18.377 $ | 372.608 $ | |
|---|
| VISION FINANCIAL MARKETS LLC | 394.288 $ | +24.940 $ | 369.348 $ | +16.310 $ | 353.038 $ | -36.341 $ | 389.379 $ | |
|---|
| Abound Wealth Management | 393.841 $ | +59.561 $ | 334.280 $ | +14.453 $ | 319.827 $ | +21.465 $ | 298.362 $ | |
|---|
| BOWEN HANES & CO INC | 398 $ | -372.241 $ | 372.639 $ | +16.360 $ | 356.279 $ | -36.785 $ | 393.064 $ | |
|---|
| HighMark Wealth Management LLC | 392.957 $ | +37.204 $ | 355.753 $ | +20.628 $ | 335.125 $ | -49.531 $ | 384.656 $ | |
|---|
| SWS Partners | 392.259 $ | +27.696 $ | 364.563 $ | +18.862 $ | 345.701 $ | -27.991 $ | 373.692 $ | |
|---|
| Red Mountain Financial, LLC | 391.168 $ | +32.388 $ | 358.780 $ | +15.752 $ | 343.028 $ | -35.417 $ | 378.445 $ | |
|---|
| BNC WEALTH MANAGEMENT, LLC | 389.378 $ | +22.233 $ | 367.145 $ | +16.159 $ | 350.986 $ | | | |
|---|
| LETSON INVESTMENT MANAGEMENT, INC. | 388.819 $ | +24.524 $ | 364.295 $ | +15.993 $ | 348.302 $ | -35.961 $ | 384.263 $ | |
|---|
| CPA Asset Management Group, LLC | 388.086 $ | +148.503 $ | 239.583 $ | -5.113 $ | 244.696 $ | -25.264 $ | 269.960 $ | |
|---|
| Pasadena Private Wealth, LLC | | | | | | | 387.981 $ | |
|---|
| PMV Capital Advisers, LLC | 380.515 $ | +12.724 $ | 367.791 $ | +6.984 $ | 360.807 $ | -27.143 $ | 387.950 $ | |
|---|
| Gibson Capital, LLC | 387.794 $ | +25.069 $ | 362.725 $ | +69.880 $ | 292.845 $ | -39.055 $ | 331.900 $ | |
|---|
| Tripletail Wealth Management, LLC | 387.374 $ | +14.372 $ | 373.002 $ | | | | | |
|---|
| PCG Wealth Advisors, LLC | 359.967 $ | -27.067 $ | 387.034 $ | +19.452 $ | 367.582 $ | +29.411 $ | 338.171 $ | |
|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 203.096 $ | -148.618 $ | | | 351.714 $ | -35.254 $ | 386.968 $ | |
|---|
| IMG Wealth Management, Inc. | 386.652 $ | +47.162 $ | 339.490 $ | +14.904 $ | 324.586 $ | +197.212 $ | 127.374 $ | |
|---|
| Coastwise Capital Group, LLC | 354.546 $ | -31.360 $ | 385.906 $ | +86.346 $ | 299.560 $ | -40.016 $ | 339.576 $ | |
|---|
| Total Wealth Planning, LLC | | | 385.718 $ | +16.934 $ | 368.784 $ | +95.959 $ | 272.825 $ | |
|---|
| Mendel Capital Management LLC | | | 385.205 $ | +50.842 $ | 334.363 $ | +17.581 $ | 316.782 $ | |
|---|
| CAPE ANN SAVINGS BANK | 381.959 $ | +24.091 $ | 357.868 $ | +9.243 $ | 348.625 $ | -35.995 $ | 384.620 $ | |
|---|
| White Lighthouse Investment Management Inc. | 383.842 $ | +36.294 $ | 347.548 $ | | | | | |
|---|
| AXS Investments LLC | 340.442 $ | -42.908 $ | 383.350 $ | +97.680 $ | 285.670 $ | -45.669 $ | 331.339 $ | |
|---|
| Foyston, Gordon & Payne Inc | 383.042 $ | +24.159 $ | 358.883 $ | +15.756 $ | 343.127 $ | -35.427 $ | 378.554 $ | |
|---|
| Seed Wealth Management, Inc. | 322.632 $ | -60.042 $ | 382.674 $ | | | | | |
|---|
| Wealth Advisory Solutions, LLC | 361.742 $ | +17.178 $ | 344.564 $ | +15.127 $ | 329.437 $ | -52.804 $ | 382.241 $ | |
|---|
| Buska Wealth Management, LLC | 374.230 $ | +14.449 $ | 359.781 $ | +14.273 $ | 345.508 $ | -36.375 $ | 381.883 $ | |
|---|
| Stephens Consulting, LLC | 380.806 $ | +69.231 $ | 311.575 $ | -3.785 $ | 315.360 $ | -21.024 $ | 336.384 $ | |
|---|
| Silverberg Bernstein Capital Management LLC | 279.791 $ | +17.647 $ | 262.144 $ | -117.851 $ | 379.995 $ | | | |
|---|
| White Wing Wealth Management | 379.152 $ | +21.047 $ | 358.105 $ | +21.285 $ | 336.820 $ | | | |
|---|
| Meixler Investment Management, Ltd. | 378.469 $ | +33.454 $ | 345.015 $ | | | | | |
|---|
| REDW Wealth LLC | 332.860 $ | -25.347 $ | 358.207 $ | +11.015 $ | 347.192 $ | -30.375 $ | 377.567 $ | |
|---|
| Quaker Wealth Management, LLC | 377.076 $ | +31.498 $ | 345.578 $ | +21.719 $ | 323.859 $ | -32.413 $ | 356.272 $ | |
|---|
| Maxele Advisors, LLC | 346.975 $ | +27.071 $ | 319.904 $ | +14.044 $ | 305.860 $ | -71.183 $ | 377.043 $ | |
|---|
| RETIREMENT INCOME SOLUTIONS, INC | 377.025 $ | +45.427 $ | 331.598 $ | | | | | |
|---|
| Values Added Financial LLC | 376.424 $ | +22.840 $ | 353.584 $ | | | | | |
|---|
| Copeland Capital Management, LLC | 376.062 $ | +23.719 $ | 352.343 $ | +15.468 $ | 336.875 $ | -34.781 $ | 371.656 $ | |
|---|
| WT Wealth Management | 374.739 $ | +36.489 $ | 338.250 $ | +5.795 $ | 332.455 $ | +10.274 $ | 322.181 $ | |
|---|
| National Wealth Management Group, LLC | 374.242 $ | +97.465 $ | 276.777 $ | | | | | |
|---|
| CURA WEALTH ADVISORS, LLC | 369.206 $ | +72.110 $ | 297.096 $ | +35.015 $ | 262.081 $ | -112.083 $ | 374.164 $ | |
|---|
| Liberty Capital Management, Inc. | 365.593 $ | +23.058 $ | 342.535 $ | +15.039 $ | 327.496 $ | -46.658 $ | 374.154 $ | |
|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | | | 366.212 $ | +17.263 $ | 348.949 $ | -25.065 $ | 374.014 $ | |
|---|
| ETF Store, Inc. | 373.904 $ | +25.469 $ | 348.435 $ | +32.213 $ | 316.222 $ | -30.346 $ | 346.568 $ | |
|---|
| Dynamic Wealth Strategies, LLC | 373.896 $ | +106.791 $ | 267.105 $ | +17.656 $ | 249.449 $ | | | |
|---|
| Global Wealth Strategies & Associates | 197.594 $ | +42.272 $ | 155.322 $ | -36.582 $ | 191.904 $ | -181.624 $ | 373.528 $ | |
|---|
| BKM Wealth Management, LLC | 373.415 $ | +23.552 $ | 349.863 $ | +15.360 $ | 334.503 $ | -34.774 $ | 369.277 $ | |
|---|
| Vantage Financial Partners, LLC | 372.854 $ | +24.899 $ | 347.955 $ | | | | | |
|---|
| Caitong International Asset Management Co., Ltd | | | 182.768 $ | -190.004 $ | 372.772 $ | +371.702 $ | 1.070 $ | |
|---|
| First Citizens Financial Corp | 309.635 $ | -38.763 $ | 348.398 $ | +13.787 $ | 334.611 $ | -35.499 $ | 370.110 $ | |
|---|
| Stewardship Advisors, LLC | 237.672 $ | -63.596 $ | 301.268 $ | -2.189 $ | 303.457 $ | -66.059 $ | 369.516 $ | |
|---|
| Physician Wealth Advisors, Inc. | 368.458 $ | +55.939 $ | 312.519 $ | +103.093 $ | 209.426 $ | +1.944 $ | 207.482 $ | |
|---|
| PVG ASSET MANAGEMENT CORP | 252.714 $ | +38.602 $ | 214.112 $ | -118.882 $ | 332.994 $ | -34.380 $ | 367.374 $ | |
|---|
| Sunesis Advisors, LLC | 366.917 $ | +23.142 $ | 343.775 $ | | | | | |
|---|
| Ellevest, Inc. | 366.000 $ | | | | | | | |
|---|
| VanderPol Investments L.L.C. | 365.593 $ | +32.577 $ | 333.016 $ | +60.605 $ | 272.411 $ | -37.283 $ | 309.694 $ | |
|---|
| Terra Nova Asset Management LLC | 364.317 $ | +22.978 $ | 341.339 $ | | | | | |
|---|
| EQ WEALTH ADVISORS, LLC | | | 363.785 $ | | | | | |
|---|
| Heritage Family Offices, LLP | 362.672 $ | +89.253 $ | 273.419 $ | -16.510 $ | 289.929 $ | -2.955 $ | 292.884 $ | |
|---|
| PFW Advisors LLC | 232.830 $ | -18.293 $ | 251.123 $ | -6.163 $ | 257.286 $ | -104.737 $ | 362.023 $ | |
|---|
| Horizon Advisory Services, Inc. | 361.140 $ | +22.777 $ | 338.363 $ | +14.855 $ | 323.508 $ | -33.401 $ | 356.909 $ | |
|---|
| ESL Trust Services, LLC | 360.659 $ | +22.747 $ | 337.912 $ | +29.173 $ | 308.739 $ | -40.321 $ | 349.060 $ | |
|---|
| Dale Q Rice Investment Management Ltd | | | | | | | 359.168 $ | |
|---|
| Arrowroot Family Office, LLC | | | 358.859 $ | | | | | |
|---|
| tru Independence LLC | 358.571 $ | +41.490 $ | 317.081 $ | -16.404 $ | 333.485 $ | +87.030 $ | 246.455 $ | |
|---|
| CROWLEY WEALTH MANAGEMENT, INC. | | | 338.250 $ | +14.850 $ | 323.400 $ | -33.390 $ | 356.790 $ | |
|---|
| Sprinkle Financial Consultants LLC | 356.529 $ | | | | | | | |
|---|
| Atala Financial Inc | | | | | | | 356.088 $ | |
|---|
| Rialto Wealth Management, LLC | 246.705 $ | -94.710 $ | 341.415 $ | +9.276 $ | 332.139 $ | -23.946 $ | 356.085 $ | |
|---|
| Ring Mountain Capital, LLC | 367 $ | +43 $ | 324 $ | -310.161 $ | 310.485 $ | -43.570 $ | 354.055 $ | |
|---|
| Investment Planning Advisors, Inc. | 353.873 $ | +35.545 $ | 318.328 $ | +83.930 $ | 234.398 $ | | | |
|---|
| REBALANCE, LLC | 341.044 $ | +32.785 $ | 308.259 $ | +13.534 $ | 294.725 $ | -58.202 $ | 352.927 $ | |
|---|
| CONNABLE OFFICE INC | 352.596 $ | +22.238 $ | 330.358 $ | +44.904 $ | 285.454 $ | | | |
|---|
| Strid Group, LLC | 350.550 $ | +142.752 $ | 207.798 $ | -11.390 $ | | | 219.188 $ | |
|---|
| FMB WEALTH MANAGEMENT | 350.268 $ | +29.546 $ | 320.722 $ | +14.092 $ | 306.630 $ | -32.120 $ | 338.750 $ | |
|---|
| Dean, Jacobson Financial Services, LLC | 349.949 $ | +22.071 $ | 327.878 $ | | | | | |
|---|
| Boyd Wealth Management, LLC | 348.132 $ | +21.957 $ | 326.175 $ | | | | | |
|---|
| Chris Bulman Inc | 347.832 $ | +19.107 $ | 328.725 $ | +38.498 $ | 290.227 $ | +15.938 $ | 274.289 $ | |
|---|
| OLIO Financial Planning | 347.783 $ | +21.710 $ | 326.073 $ | | | | | |
|---|
| Ruedi Wealth Management, Inc. | 345.813 $ | +21.811 $ | 324.002 $ | +14.224 $ | 309.778 $ | -31.983 $ | 341.761 $ | |
|---|
| Convergence Financial, LLC | 295.936 $ | -48.604 $ | 344.540 $ | +20.567 $ | 323.973 $ | -6.416 $ | 330.389 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 332.484 $ | +13.070 $ | 319.414 $ | +9.267 $ | 310.147 $ | -34.186 $ | 344.333 $ | |
|---|
| True Link Financial Advisors, LLC | 343.571 $ | +88.305 $ | 255.266 $ | +6.356 $ | 248.910 $ | -41.993 $ | 290.903 $ | |
|---|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 343.210 $ | +21.647 $ | 321.563 $ | +14.117 $ | 307.446 $ | -31.742 $ | 339.188 $ | |
|---|
| COLLECTIVE FAMILY OFFICE LLC | 343.089 $ | +32.801 $ | 310.288 $ | +19.228 $ | 291.060 $ | +29.890 $ | 261.170 $ | |
|---|
| Dogwood Wealth Management LLC | 342.367 $ | +43.241 $ | 299.126 $ | +3.146 $ | 295.980 $ | +15.900 $ | 280.080 $ | |
|---|
| Signature Wealth Management Group | 342.127 $ | +21.579 $ | 320.548 $ | +14.073 $ | 306.475 $ | -31.643 $ | 338.118 $ | |
|---|
| DecisionMap Wealth Management, LLC | 341.886 $ | +28.892 $ | 312.994 $ | +25.491 $ | 287.503 $ | -42.647 $ | 330.150 $ | |
|---|
| Landmark Wealth Management, LLC | 340.683 $ | +21.488 $ | 319.195 $ | +318.890 $ | 305 $ | -37 $ | 342 $ | |
|---|
| Intrinsic Value Partners, LLC | 285.928 $ | +6.759 $ | 279.169 $ | +12.256 $ | 266.913 $ | -73.703 $ | 340.616 $ | |
|---|
| Cedar Mountain Advisors, LLC | 340.528 $ | +10.241 $ | 330.287 $ | +193.280 $ | 137.007 $ | -25.468 $ | 162.475 $ | |
|---|
| Avalon Trust Co | 181.955 $ | -46.590 $ | 228.545 $ | -110.702 $ | 339.247 $ | +3.923 $ | 335.324 $ | |
|---|
| Peak Financial Management, Inc. | 339.238 $ | | | | | | | |
|---|
| SIMS INVESTMENT MANAGEMENT, LLC | 265.350 $ | -23.177 $ | 288.527 $ | +12.667 $ | 275.860 $ | -63.091 $ | 338.951 $ | |
|---|
| HWG Holdings LP | 280.874 $ | +2.494 $ | 278.380 $ | +12.222 $ | 266.158 $ | -71.246 $ | 337.404 $ | |
|---|
| RPS ADVISORY SOLUTIONS LLC | 330.815 $ | -5.195 $ | 336.010 $ | +9.232 $ | 326.778 $ | +28.939 $ | 297.839 $ | |
|---|
| Phoenix Wealth Advisors | | | 335.197 $ | +36.703 $ | 298.494 $ | -30.699 $ | 329.193 $ | |
|---|
| Capital Management Associates, Inc | 326.122 $ | -7.618 $ | 333.740 $ | | | | | |
|---|
| Comprehensive Financial Planning, Inc./PA | 333.560 $ | +23.344 $ | 310.216 $ | +15.849 $ | 294.367 $ | -27.839 $ | 322.206 $ | |
|---|
| Timonier Family Office, LTD. | 330.815 $ | +20.865 $ | 309.950 $ | +13.608 $ | 296.342 $ | -30.597 $ | 326.939 $ | |
|---|
| Virtus Wealth Solutions LLC | 330.699 $ | +22.345 $ | 308.354 $ | | | | | |
|---|
| Newport Capital Group, LLC | 330.694 $ | +38.558 $ | 292.136 $ | | | | | |
|---|
| Fortitude Advisory Group L.L.C. | 329.753 $ | +20.865 $ | 308.888 $ | +32.708 $ | 276.180 $ | +9.315 $ | 266.865 $ | |
|---|
| Binnacle Investments Inc | | | 329.118 $ | +72.123 $ | 256.995 $ | +10.929 $ | 246.066 $ | |
|---|
| Drake & Associates, LLC | 328.288 $ | +118.207 $ | 210.081 $ | -7.028 $ | 217.109 $ | -12.069 $ | 229.178 $ | |
|---|
| MARYLAND CAPITAL ADVISORS INC. | 327.325 $ | +20.645 $ | 306.680 $ | +13.464 $ | 293.216 $ | -30.274 $ | 323.490 $ | |
|---|
| ALPINE WOODS CAPITAL INVESTORS, LLC | 222.148 $ | -30.863 $ | 253.011 $ | -43.439 $ | 296.450 $ | -30.845 $ | 327.295 $ | |
|---|
| Marshall & Sterling Wealth Advisors Inc. | 260.364 $ | +15.215 $ | 245.149 $ | -82.088 $ | | | 327.237 $ | |
|---|
| Cetera Trust Company, N.A | 316.855 $ | +19.984 $ | 296.871 $ | -14.024 $ | 310.895 $ | -15.568 $ | 326.463 $ | |
|---|
| Richmond Investment Services, LLC | 325.897 $ | +16.249 $ | 309.648 $ | +40.868 $ | 268.780 $ | | | |
|---|
| CEERA INVESTMENTS, LLC | | | | | | | 325.745 $ | |
|---|
| Waterford Advisors, LLC | 325.214 $ | +20.511 $ | 304.703 $ | +13.378 $ | 291.325 $ | -30.079 $ | 321.404 $ | |
|---|
| Elite Wealth Management, Inc. | 200.607 $ | -65.336 $ | | | 265.943 $ | -58.974 $ | 324.917 $ | |
|---|
| SIERRA OCEAN, LLC | 324.567 $ | +27.348 $ | 297.219 $ | -9.203 $ | 306.422 $ | +92.065 $ | 214.357 $ | |
|---|
| TOTAL INVESTMENT MANAGEMENT INC | 241.968 $ | +10.419 $ | 231.549 $ | -3.728 $ | 235.277 $ | -89.091 $ | 324.368 $ | |
|---|
| MOLLER WEALTH PARTNERS | 324.076 $ | +20.440 $ | 303.636 $ | +13.762 $ | 289.874 $ | -8.046 $ | 297.920 $ | |
|---|
| Legacy Wealth Managment, LLC/ID | 324.023 $ | +59.975 $ | 264.048 $ | | | | | |
|---|
| Nikulski Financial, Inc. | 323.955 $ | | | | | | | |
|---|
| CHAPMAN FINANCIAL GROUP, LLC | 322.752 $ | +20.356 $ | 302.396 $ | +237.716 $ | 64.680 $ | | | |
|---|
| INSIGHT 2811, INC. | 321.825 $ | +22.567 $ | 299.258 $ | | | | | |
|---|
| PRINCETON CAPITAL MANAGEMENT LLC | 321.187 $ | +24.767 $ | 296.420 $ | +13.014 $ | 283.406 $ | -29.261 $ | 312.667 $ | |
|---|
| Missouri Trust & Investment Co | 320.826 $ | +90.929 $ | 229.897 $ | +10.093 $ | 219.804 $ | -27.333 $ | 247.137 $ | |
|---|
| Gallacher Capital Management LLC | 301.571 $ | +8.536 $ | 293.035 $ | +1.116 $ | 291.919 $ | -28.332 $ | 320.251 $ | |
|---|
| Vertex Planning Partners, LLC | 319.864 $ | | | | | | | |
|---|
| Sequent Planning LLC | | | | | 319.305 $ | | | |
|---|
| ATLANTIC FAMILY WEALTH, LLC | 318.540 $ | +19.414 $ | 299.126 $ | | | | | |
|---|
| CarsonAllaria Wealth Management, Ltd. | 316.599 $ | +6.108 $ | 310.491 $ | +37.035 $ | 273.456 $ | -27.797 $ | 301.253 $ | |
|---|
| Exit Wealth Advisors, LLC. | | | 316.249 $ | | | | | |
|---|
| Copperleaf Capital, LLC | | | 269.630 $ | -37.516 $ | 307.146 $ | -8.824 $ | 315.970 $ | |
|---|
| Crane Advisory, LLC | 315.762 $ | +28.406 $ | 287.356 $ | | | | | |
|---|
| D. SCOTT NEAL, INC. | | | 285.709 $ | +1.763 $ | 283.946 $ | -29.911 $ | 313.857 $ | |
|---|
| ARKANSAS FINANCIAL GROUP, INC. | 209.873 $ | -103.910 $ | 313.783 $ | +13.776 $ | 300.007 $ | +21.902 $ | 278.105 $ | |
|---|
| Blue Barn Wealth, LLC | | | 313.696 $ | +27.839 $ | 285.857 $ | +19.216 $ | 266.641 $ | |
|---|
| DiNuzzo Private Wealth, Inc. | 312.312 $ | +5.172 $ | 307.140 $ | +16.363 $ | 290.777 $ | +6.962 $ | 283.815 $ | |
|---|
| WFA Asset Management Corp | | | 257.861 $ | -53.177 $ | 311.038 $ | -993 $ | 312.031 $ | |
|---|
| 25 LLC | 224.709 $ | -86.174 $ | 310.883 $ | +22.703 $ | 288.180 $ | +217 $ | 287.963 $ | |
|---|
| Prospera Capital Management, LLC | 310.828 $ | +21.846 $ | 288.982 $ | +14.863 $ | 274.119 $ | -14.510 $ | 288.629 $ | |
|---|
| Godshalk Welsh Capital Management, Inc. | 309.876 $ | +25.182 $ | 284.694 $ | +23.279 $ | 261.415 $ | +37.232 $ | 224.183 $ | |
|---|
| Five Oceans Advisors | 308.552 $ | +20.701 $ | 287.851 $ | +16.518 $ | 271.333 $ | | | |
|---|
| SK Wealth Management, LLC | 308.541 $ | +62.706 $ | 245.835 $ | +202 $ | 245.633 $ | +13.127 $ | 232.506 $ | |
|---|
| Jessup Wealth Management, Inc | 307.572 $ | +22.819 $ | 284.753 $ | +12.218 $ | 272.535 $ | -29.044 $ | 301.579 $ | |
|---|
| Lloyd Advisory Services, LLC. | 211.179 $ | -94.956 $ | 306.135 $ | +18.549 $ | 287.586 $ | | | |
|---|
| HOEY INVESTMENTS, INC | 270.404 $ | +29 $ | 270.375 $ | +8.205 $ | 262.170 $ | -43.956 $ | 306.126 $ | |
|---|
| Graney & King, LLC | 306.023 $ | +20.206 $ | 285.817 $ | +24.303 $ | 261.514 $ | -26.003 $ | 287.517 $ | |
|---|
| Plum Street Advisors, LLC | 305.664 $ | +19.279 $ | 286.385 $ | +11.711 $ | 274.674 $ | | | |
|---|
| CAXTON ASSOCIATES LLP | | | | | | | 305.055 $ | |
|---|
| GoalVest Advisory LLC | 304.942 $ | +205.271 $ | 99.671 $ | +4.376 $ | 95.295 $ | +52.599 $ | 42.696 $ | |
|---|
| Intergy Private Wealth, LLC | 291.280 $ | +10.715 $ | 280.565 $ | +21.062 $ | 259.503 $ | -45.322 $ | 304.825 $ | |
|---|
| Modus Advisors, LLC | 302.655 $ | +20.216 $ | 282.439 $ | +3.992 $ | 278.447 $ | -26.371 $ | 304.818 $ | |
|---|
| Valued Wealth Advisors LLC | 303.710 $ | +49.093 $ | 254.617 $ | +3.901 $ | 250.716 $ | -24.537 $ | 275.253 $ | |
|---|
| Tumwater Wealth Management, LLC | 302.955 $ | +19.738 $ | 283.217 $ | +7.330 $ | 275.887 $ | -27.787 $ | 303.674 $ | |
|---|
| Investment Research Partners LLC | 303.277 $ | +10.629 $ | 292.648 $ | | | | | |
|---|
| Watchman Group, Inc. | | | 263.497 $ | +11.568 $ | 251.929 $ | -50.273 $ | 302.202 $ | |
|---|
| A4 Wealth Advisors LLC | 247.389 $ | -54.578 $ | 301.967 $ | | | | | |
|---|
| Francis Financial, Inc. | 300.730 $ | +19.869 $ | 280.861 $ | | | | | |
|---|
| Discipline Wealth Solutions, LLC | 300.134 $ | | | | | | | |
|---|
| Atlatl Advisers LLC | 299.526 $ | +18.891 $ | 280.635 $ | | | | | |
|---|
| Prasad Wealth Partners, LLC | | | 298.686 $ | | | | | |
|---|
| FINANCIAL LIFE ADVISORS | 271.487 $ | +21.746 $ | 249.741 $ | +10.964 $ | 238.777 $ | -59.024 $ | 297.801 $ | |
|---|
| PETERSON WEALTH MANAGEMENT | 297.704 $ | +21.167 $ | 276.537 $ | | | | | |
|---|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | | | 225.500 $ | +9.900 $ | 215.600 $ | -81.725 $ | 297.325 $ | |
|---|
| Swan Global Investments, LLC | 296.758 $ | +59.983 $ | 236.775 $ | | | | | |
|---|
| Family Capital Management, Inc. | 295.730 $ | +16.162 $ | 279.568 $ | | | | | |
|---|
| CYPRESS FINANCIAL PLANNING LLC | 295.016 $ | | | | | | | |
|---|
| Rakuten Securities, Inc. | 209.632 $ | +108.495 $ | 101.137 $ | -192.187 $ | 293.324 $ | +94.473 $ | 198.851 $ | |
|---|
| HOWARD BAILEY SECURITIES, LLC | 293.269 $ | +31.238 $ | 262.031 $ | +8.054 $ | 253.977 $ | -31.812 $ | 285.789 $ | |
|---|
| Crumly & Associates Inc. | 292.387 $ | +6.630 $ | 285.757 $ | | | | | |
|---|
| Richard W. Paul & Associates, LLC | 24.429 $ | +1.653 $ | 22.776 $ | -509 $ | 23.285 $ | -268.388 $ | 291.673 $ | |
|---|
| Wiser Wealth Management, Inc | 291.322 $ | +29.086 $ | 262.236 $ | +56.249 $ | 205.987 $ | -25.311 $ | 231.298 $ | |
|---|
| LSV ASSET MANAGEMENT | 251.621 $ | +10.420 $ | 241.201 $ | -535 $ | 241.736 $ | -49.010 $ | 290.746 $ | |
|---|
| United Financial Planning Group LLC | 290.140 $ | +153.374 $ | 136.766 $ | | | | | |
|---|
| Petros Family Wealth, LLC | 289.926 $ | | | | | | | |
|---|
| Vawter Financial, Ltd. | 289.538 $ | +18.600 $ | 270.938 $ | +41.165 $ | | | 229.773 $ | |
|---|
| CacheTech Inc. | 266.215 $ | +4.644 $ | 261.571 $ | -27.755 $ | 289.326 $ | | | |
|---|
| Adams Wealth Management | 266.215 $ | +4.644 $ | 261.571 $ | -27.755 $ | 289.326 $ | | | |
|---|
| IFS Advisors, LLC | 25.391 $ | +1.601 $ | 23.790 $ | +1.045 $ | 22.745 $ | -265.898 $ | 288.643 $ | |
|---|
| Bonfire Financial | 288.517 $ | +20.349 $ | 268.168 $ | +17.948 $ | 250.220 $ | -24.643 $ | 274.863 $ | |
|---|
| Miller Investment Management, LP | 287.616 $ | +18.141 $ | 269.475 $ | +11.830 $ | 257.645 $ | -26.601 $ | 284.246 $ | |
|---|
| Wise Wealth Partners | 286.017 $ | +56.149 $ | 229.868 $ | +1.168 $ | 228.700 $ | -23.520 $ | 252.220 $ | |
|---|
| ACT Advisors, LLC. | 285.935 $ | +65.675 $ | 220.260 $ | +9.614 $ | | | 210.646 $ | |
|---|
| WEST BANCORPORATION INC | 285.085 $ | +1.519 $ | 283.566 $ | +27.757 $ | 255.809 $ | +32.934 $ | 222.875 $ | |
|---|
| Tower View Wealth Management LLC | 237.076 $ | -39.557 $ | 276.633 $ | -8.412 $ | 285.045 $ | +160.698 $ | 124.347 $ | |
|---|
| DekaBank Deutsche Girozentrale | 284.883 $ | +37.204 $ | 247.679 $ | +9.172 $ | 238.507 $ | -16.441 $ | 254.948 $ | |
|---|
| HT Partners LLC | 284.484 $ | +46.130 $ | 238.354 $ | +10.465 $ | 227.889 $ | -23.529 $ | 251.418 $ | |
|---|
| Rollins Financial Advisors, LLC | 282.266 $ | +18.008 $ | 264.258 $ | +11.801 $ | 252.457 $ | -25.833 $ | 278.290 $ | |
|---|
| Tidemark, LLC | 281.441 $ | +55.303 $ | 226.138 $ | | | | | |
|---|
| PROATHLETE WEALTH MANAGEMENT LLC | 280.466 $ | +21.751 $ | 258.715 $ | +11.361 $ | 247.354 $ | -25.536 $ | 272.890 $ | |
|---|
| Crestmont Private Wealth LLC | | | | | | | 277.803 $ | |
|---|
| Laraway Financial Advisors Inc | 277.624 $ | | | | | | | |
|---|
| MN Wealth Advisors, LLC | 276.659 $ | +53.937 $ | 222.722 $ | | | | | |
|---|
| Frontier Asset Management, LLC | | | | | 276.597 $ | +38.999 $ | 237.598 $ | |
|---|
| New Harbor Financial Group, LLC | | | 233.956 $ | -9.133 $ | 243.089 $ | -33.086 $ | 276.175 $ | |
|---|
| Legacy CG, LLC | | | 275.899 $ | | | | | |
|---|
| ELEVATION WEALTH PARTNERS, LLC | 275.309 $ | +14.546 $ | 260.763 $ | +37.105 $ | 223.658 $ | -23.091 $ | 246.749 $ | |
|---|
| Advantage Trust Co | 48.136 $ | -194.277 $ | 242.413 $ | -32.477 $ | 274.890 $ | +179.746 $ | 95.144 $ | |
|---|
| Schwallier Wealth Management LLC | 274.758 $ | | | | | | | |
|---|
| Circle Wealth Management, LLC | 274.625 $ | +74.401 $ | 200.224 $ | | | | | |
|---|
| Pflug Koory, LLC | 274.616 $ | +18.786 $ | 255.830 $ | +28.049 $ | 227.781 $ | -11.744 $ | 239.525 $ | |
|---|
| VIAWEALTH, LLC | | | 272.738 $ | | | | | |
|---|
| Affiance Financial, LLC | 272.041 $ | | | | | | | |
|---|
| Cercano Management LLC | | | | | | | 271.160 $ | |
|---|
| Whipplewood Advisors, LLC | 215.288 $ | +16.848 $ | 198.440 $ | -48.098 $ | 246.538 $ | -24.147 $ | 270.685 $ | |
|---|
| SAM Advisors, LLC | 270.348 $ | | | | | | | |
|---|
| Andina Capital Management, LLC | 269.390 $ | +5.944 $ | 263.446 $ | | | | | |
|---|
| EnRich Financial Partners LLC | 227.804 $ | +14.368 $ | 213.436 $ | +9.371 $ | 204.065 $ | -65.311 $ | 269.376 $ | |
|---|
| Stone House Investment Management, LLC | 269.306 $ | +21.270 $ | 248.036 $ | | | | | |
|---|
| ALETHEA CAPITAL MANAGEMENT, LLC | | | 268.232 $ | | | | | |
|---|
| JAG CAPITAL MANAGEMENT, LLC | 268.112 $ | +48.895 $ | 219.217 $ | +9.630 $ | 209.587 $ | -21.634 $ | 231.221 $ | |
|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 238.995 $ | -1.163 $ | 240.158 $ | +6.987 $ | 233.171 $ | -34.897 $ | 268.068 $ | |
|---|
| CLARK ESTATES INC/NY | 267.636 $ | +16.880 $ | 250.756 $ | | | | | |
|---|
| Orion Capital Management LLC | 267.155 $ | +16.850 $ | 250.305 $ | | | | | |
|---|
| WBI INVESTMENTS, LLC | | | | | | | 266.056 $ | |
|---|
| LEGACY SOLUTIONS, LLC | 265.898 $ | +6.510 $ | 259.388 $ | +13.975 $ | 245.413 $ | | | |
|---|
| Livelsberger Financial Advisory | | | 242.008 $ | -181 $ | 242.189 $ | -22.692 $ | 264.881 $ | |
|---|
| Pachira Investments Inc. | 263.629 $ | | | | | | | |
|---|
| Northwest Capital Management Inc | 10.357 $ | -53.246 $ | 63.603 $ | -104.897 $ | 168.500 $ | -95.055 $ | 263.555 $ | |
|---|
| PENNEY FINANCIAL, LLC | 263.184 $ | +34.752 $ | 228.432 $ | | | | | |
|---|
| Provenance Wealth Advisors, LLC | 112.638 $ | -149.393 $ | 262.031 $ | +12.159 $ | | | 249.872 $ | |
|---|
| MUSTICO FINANCIAL GROUP, INC. | 261.394 $ | | | | | | | |
|---|
| Wealth Advisors of Iowa, LLC | 240.844 $ | -15.687 $ | 256.531 $ | -4.043 $ | | | 260.574 $ | |
|---|
| Compass Wealth Management LLC | | | 246.021 $ | +11.017 $ | 235.004 $ | -24.264 $ | 259.268 $ | |
|---|
| BetterWealth, LLC | 258.965 $ | +11.571 $ | 247.394 $ | | | | | |
|---|
| Abundance Wealth Counselors | 256.445 $ | +32.523 $ | 223.922 $ | +223.701 $ | 221 $ | -23 $ | 244 $ | |
|---|
| Hassell Wealth Management, LLC | 256.405 $ | +33.834 $ | 222.571 $ | | | | | |
|---|
| Darden Wealth Group Inc | 201.570 $ | -9.179 $ | | | 210.749 $ | -45.545 $ | 256.294 $ | |
|---|
| Sompo Asset Management Co., Ltd. | 225.035 $ | +14.193 $ | 210.842 $ | +9.256 $ | 201.586 $ | -52.924 $ | 254.510 $ | |
|---|
| Astra Wealth Partners LLC | 253.729 $ | +33.078 $ | 220.651 $ | +383 $ | | | 220.268 $ | |
|---|
| Gladwyn Financial Advisors, Inc. | 253.630 $ | +45.005 $ | 208.625 $ | +10.913 $ | 197.712 $ | | | |
|---|
| CCM INVESTMENT ADVISERS LLC | 252.557 $ | +8.037 $ | 244.520 $ | +13.969 $ | 230.551 $ | -22.615 $ | 253.166 $ | |
|---|
| ENDEAVOR PRIVATE WEALTH, INC. | 253.096 $ | | | | | | | |
|---|
| Note Advisors, LLC | 251.620 $ | +35.902 $ | 215.718 $ | +12.705 $ | 203.013 $ | -32.377 $ | 235.390 $ | |
|---|
| REIK & CO., LLC | 251.150 $ | +15.841 $ | 235.309 $ | +10.330 $ | 224.979 $ | -23.228 $ | 248.207 $ | |
|---|
| First Financial Group Corp | 250.847 $ | +17.477 $ | 233.370 $ | | | | | |
|---|
| Clay Northam Wealth Management, LLC | 250.307 $ | +15.787 $ | 234.520 $ | | | | | |
|---|
| Lanham O'Dell & Company, Inc. | 250.187 $ | +15.780 $ | 234.407 $ | | | | | |
|---|
| Legacy Financial Strategies, LLC | 250.172 $ | +25.926 $ | 224.246 $ | | | | | |
|---|
| WealthTrak Capital Management LLC | | | | | 161.916 $ | -87.956 $ | 249.872 $ | |
|---|
| ARTHUR M. COHEN & ASSOCIATES, LLC | 249.706 $ | +15.750 $ | 233.956 $ | +10.271 $ | 223.685 $ | -23.095 $ | 246.780 $ | |
|---|
| 360 Financial, Inc. | 249.465 $ | +17.538 $ | 231.927 $ | | | | | |
|---|
| MorganRosel Wealth Management, LLC | | | 248.388 $ | | | | | |
|---|
| Carr Financial Group Corp | 248.230 $ | | | | | | | |
|---|
| Tolleson Wealth Management, Inc. | | | 248.065 $ | | | | | |
|---|
| New Millennium Group LLC | 161.487 $ | -9.518 $ | 171.005 $ | -76.331 $ | 247.336 $ | +54.418 $ | 192.918 $ | |
|---|
| Financially Speaking Inc | 246.938 $ | +15.575 $ | 231.363 $ | +10.157 $ | 221.206 $ | +209.313 $ | 11.893 $ | |
|---|
| Strathmore Capital Advisors, Inc. | 234.510 $ | -11.511 $ | 246.021 $ | | | | | |
|---|
| BG Investment Services, LLC | 245.819 $ | +14.991 $ | 230.828 $ | | | | | |
|---|
| BURKETT FINANCIAL SERVICES, LLC | 245.335 $ | +17.443 $ | 227.892 $ | +11.909 $ | 215.983 $ | -20.120 $ | 236.103 $ | |
|---|
| Pacific Wealth Strategies Group, Inc. | 240.680 $ | +15.180 $ | 225.500 $ | +2.220 $ | 223.280 $ | -20.527 $ | 243.807 $ | |
|---|
| WealthCollab, LLC | 169.921 $ | -73.845 $ | 243.766 $ | +90.151 $ | 153.615 $ | -21.808 $ | 175.423 $ | |
|---|
| Beacon Wealthcare LLC | 243.448 $ | +15.355 $ | 228.093 $ | +10.014 $ | 218.079 $ | -5.509 $ | 223.588 $ | |
|---|
| UHLMANN PRICE SECURITIES, LLC | 243.304 $ | +16.586 $ | 226.718 $ | | | | | |
|---|
| BNP Paribas Asset Management Holding S.A. | 243.138 $ | +139.751 $ | 103.387 $ | +7.597 $ | 95.790 $ | -12.305 $ | 108.095 $ | |
|---|
| Clarus Wealth Advisors | 242.860 $ | +26.026 $ | 216.834 $ | -1.231 $ | 218.065 $ | +16.550 $ | 201.515 $ | |
|---|
| RAM Investment Partners, LLC | 167.393 $ | -74.785 $ | 242.178 $ | +32.300 $ | 209.878 $ | -14.176 $ | 224.054 $ | |
|---|
| Mallini Complete Financial Planning LLC | 242.143 $ | +16.413 $ | 225.730 $ | +14.131 $ | 211.599 $ | -20.868 $ | 232.467 $ | |
|---|
| OAKLAND FINANCIAL CORP | 240.680 $ | +15.180 $ | 225.500 $ | | | | | |
|---|
| SAYBROOK CAPITAL /NC | 240.078 $ | +15.142 $ | 224.936 $ | | | | | |
|---|
| Randall & Associates Wealth Management | 240.078 $ | | | | | | | |
|---|
| Riggs Asset Managment Co. Inc. | 226.841 $ | +11.488 $ | 215.353 $ | +5.789 $ | 209.564 $ | -30.318 $ | 239.882 $ | |
|---|
| Treasurer of the State of North Carolina | 213.029 $ | -6.648 $ | 219.677 $ | +1.462 $ | 218.215 $ | -21.219 $ | 239.434 $ | |
|---|
| Leverty Financial Group, LLC | | | | | | | 239.364 $ | |
|---|
| Burns Matteson Capital Management, LLC | 209.163 $ | -7.526 $ | | | 216.689 $ | -21.896 $ | 238.585 $ | |
|---|
| Summit Wealth Partners, LLC | 238.056 $ | +15.759 $ | 222.297 $ | +10.478 $ | 211.819 $ | -21.046 $ | 232.865 $ | |
|---|
| Ranch Capital Advisors Inc. | 237.680 $ | +15.215 $ | 222.465 $ | | | | | |
|---|
| Robbins Farley | 236.950 $ | +14.945 $ | 222.005 $ | +9.746 $ | 212.259 $ | -21.915 $ | 234.174 $ | |
|---|
| HARRIS ASSOCIATES L P | 236.588 $ | +14.921 $ | 221.667 $ | | | | | |
|---|
| Somerset Trust Co | 227.202 $ | -8.220 $ | 235.422 $ | +31.896 $ | 203.526 $ | -21.014 $ | 224.540 $ | |
|---|
| Financial Life Planners | 234.654 $ | +16.685 $ | 217.969 $ | +11.400 $ | 206.569 $ | -19.203 $ | 225.772 $ | |
|---|
| Miramar Capital, LLC | | | 225.275 $ | -8.435 $ | 233.710 $ | | | |
|---|
| Bank of Jackson Hole Trust | 233.460 $ | +65.350 $ | 168.110 $ | +56.214 $ | 111.896 $ | -26.487 $ | 138.383 $ | |
|---|
| AFT, FORSYTH & COMPANY, INC. | 232.858 $ | +14.687 $ | 218.171 $ | +9.578 $ | 208.593 $ | -21.536 $ | 230.129 $ | |
|---|
| Vigilare Wealth Management | | | 232.491 $ | +10.207 $ | 222.284 $ | | | |
|---|
| THOMPSON DAVIS & CO., INC. | 232.377 $ | | | | | | | |
|---|
| Benchmark Financial Wealth Advisors, LLC | 232.194 $ | +19.375 $ | 212.819 $ | +8.202 $ | 204.617 $ | -6.582 $ | 211.199 $ | |
|---|
| Gutierrez Wealth Advisory, LLC | | | | | | | 231.629 $ | |
|---|
| Westshore Wealth, LLC | 231.577 $ | +8.324 $ | 223.253 $ | | | | | |
|---|
| ALLIUM FINANCIAL ADVISORS, LLC | | | | | | | 231.200 $ | |
|---|
| Kapitalo Investimentos Ltda | | | | | 231.123 $ | | | |
|---|
| Compton Wealth Advisory Group, LLC | 229.823 $ | +14.495 $ | 215.328 $ | -220 $ | | | 215.548 $ | |
|---|
| Quest 10 Wealth Builders, Inc. | 189.787 $ | +26.966 $ | 162.821 $ | +2.944 $ | 159.877 $ | -69.906 $ | 229.783 $ | |
|---|
| Bravias Capital Group, LLC | | | 229.090 $ | | | | | |
|---|
| IAMS WEALTH MANAGEMENT, LLC | 215.067 $ | -12.971 $ | 228.038 $ | | | | | |
|---|
| Mowery & Schoenfeld Wealth Management, LLC | 226.746 $ | +44.744 $ | 182.002 $ | -20.146 $ | 202.148 $ | -21.533 $ | 223.681 $ | |
|---|
| Runnymede Capital Advisors, Inc. | | | 226.402 $ | +9.940 $ | 216.462 $ | +18.562 $ | 197.900 $ | |
|---|
| Litman Gregory Wealth Management LLC | 195.914 $ | -19.552 $ | 215.466 $ | +9.460 $ | 206.006 $ | -19.961 $ | 225.967 $ | |
|---|
| Cherry Tree Wealth Management, LLC | 225.094 $ | +45.992 $ | 179.102 $ | +7.863 $ | 171.239 $ | -29.216 $ | 200.455 $ | |
|---|
| Madrona Financial Services, LLC | | | 224.558 $ | | | | | |
|---|
| Elm3 Financial Group, LLC | | | | | | | 224.302 $ | |
|---|
| Echo45 Advisors LLC | 214.570 $ | -678 $ | 215.248 $ | +6.266 $ | 208.982 $ | -13.981 $ | 222.963 $ | |
|---|
| Tepp RIA, LLC | 222.186 $ | | | | | | | |
|---|
| Alley Investment Management Company, LLC | 216.612 $ | +13.662 $ | 202.950 $ | -17.903 $ | | | 220.853 $ | |
|---|
| Frazier Financial Advisors, LLC | 220.325 $ | +13.578 $ | 206.747 $ | +10.501 $ | 196.246 $ | | | |
|---|
| Milestones Private Investment Advisors LLC | 219.224 $ | +13.732 $ | 205.492 $ | | | | | |
|---|
| Lynx Investment Advisory | 218.559 $ | | | | | | | |
|---|
| jvl associates llc | 218.392 $ | +6.895 $ | | | | | 211.497 $ | |
|---|
| Gordian Advisors LLC | 218.056 $ | +13.753 $ | 204.303 $ | | | | | |
|---|
| Luminvest Wealth Management LLC | 217.815 $ | | | | | | | |
|---|
| Cushing Capital Partners, LLC | 217.739 $ | | | | | | | |
|---|
| River Street Advisors LLC | 217.697 $ | +13.732 $ | 203.965 $ | +8.954 $ | 195.011 $ | -1.106 $ | 196.117 $ | |
|---|
| Beaumont Asset Management, L.L.C. | 217.385 $ | +13.711 $ | 203.674 $ | | | | | |
|---|
| Meadowbrook Wealth Management, LLC | 217.214 $ | +13.700 $ | 203.514 $ | | | | | |
|---|
| WPG Advisers, LLC | 213.844 $ | +30.738 $ | 183.106 $ | +30.892 $ | 152.214 $ | +15.801 $ | 136.413 $ | |
|---|
| Avid Wealth Partners LLC | 213.483 $ | | | | | | | |
|---|
| Eaton-Cambridge Inc. | 212.864 $ | | | | | | | |
|---|
| Sara-Bay Financial | 212.029 $ | +23.121 $ | | | 188.908 $ | -17.398 $ | 206.306 $ | |
|---|
| Tactive Advisors, LLC | 210.473 $ | | | | | | | |
|---|
| Bank Pictet & Cie (Europe) AG | | | | | | | 210.387 $ | |
|---|
| RBA Wealth Management, LLC | 210.221 $ | | | | | | | |
|---|
| SpringVest Wealth Management LLC | 210.216 $ | | | | | | | |
|---|
| OneAscent Investment Solutions LLC | 209.993 $ | +209.648 $ | | | 345 $ | +142 $ | 203 $ | |
|---|
| WILLNER & HELLER, LLC | 209.978 $ | | | | | | | |
|---|
| Gray Private Wealth, LLC | 209.720 $ | | | | | | | |
|---|
| Shared Vision Wealth Group LLC | 208.572 $ | | | | | | | |
|---|
| Sheets Smith Investment Management | | | 208.475 $ | | | | | |
|---|
| DORVAL Corp | 208.393 $ | | | | | | | |
|---|
| Shearwater Capital LLC | 208.309 $ | +2.441 $ | | | | | 205.868 $ | |
|---|
| Atlantic Edge Private Wealth Management, LLC | 178.465 $ | +11.256 $ | 167.209 $ | -9.799 $ | 177.008 $ | -30.169 $ | 207.177 $ | |
|---|
| LOCKERMAN FINANCIAL GROUP, INC. | | | 206.897 $ | | | | | |
|---|
| Elite Life Management LLC | 206.881 $ | | | | | | | |
|---|
| Tiller Private Wealth, Inc. | 206.504 $ | | | | | | | |
|---|
| Creekside Partners | 206.142 $ | +2.415 $ | | | | | 203.727 $ | |
|---|
| Miller Financial Services LLC | 205.902 $ | | | | | | | |
|---|
| Cherry Creek Investment Advisors, Inc. | | | | | | | 205.711 $ | |
|---|
| eCIO, Inc. | 204.698 $ | +45.353 $ | | | | | 159.345 $ | |
|---|
| Vision Capital Management, Inc. | 204.616 $ | | | | | | | |
|---|
| PERKINS CAPITAL MANAGEMENT INC | 203.856 $ | +2.389 $ | | | | | 201.467 $ | |
|---|
| Kemnay Advisory Services Inc. | 201.690 $ | | | | | | | |
|---|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 200.366 $ | | | | | | | |
|---|
| WIT Partners Advisory Pte. Ltd. | 196.636 $ | | | | | | | |
|---|
| Gold Investment Management Ltd. | 195.432 $ | +13.904 $ | 181.528 $ | +7.072 $ | 174.456 $ | -13.810 $ | 188.266 $ | |
|---|
| Prudent Man Investment Management, Inc. | 194.734 $ | +18.132 $ | 176.602 $ | +0 $ | 176.602 $ | +0 $ | 176.602 $ | |
|---|
| Janney Montgomery Scott LLC | 193.454 $ | +11.022 $ | 182.432 $ | +11.177 $ | 171.255 $ | -14.559 $ | 185.814 $ | |
|---|
| WOLFF WIESE MAGANA LLC | 154.998 $ | -506 $ | 155.504 $ | +6.847 $ | 148.657 $ | -42.940 $ | 191.597 $ | |
|---|
| Brown Shipley& Co Ltd | 152.471 $ | +9.617 $ | 142.854 $ | -15.289 $ | 158.143 $ | -33.453 $ | 191.596 $ | |
|---|
| FSC Wealth Advisors, LLC | | | | | | | 187.879 $ | |
|---|
| DAGCO, INC. | 186.439 $ | +12.306 $ | 174.133 $ | +8.173 $ | 165.960 $ | -16.529 $ | 182.489 $ | |
|---|
| Canton Hathaway, LLC | 185.925 $ | +76.925 $ | 109.000 $ | +108.896 $ | 104 $ | -11 $ | 115 $ | |
|---|
| Battery Global Advisors, LLC | 2.833 $ | -172.858 $ | 175.691 $ | +7.829 $ | 167.862 $ | -17.197 $ | 185.059 $ | |
|---|
| CLEAR INVESTMENT RESEARCH, LLC | | | 184.145 $ | +19.971 $ | 164.174 $ | -16.435 $ | 180.609 $ | |
|---|
| Inlight Wealth Management, LLC | 183.639 $ | +11.582 $ | 172.057 $ | +7.554 $ | 164.503 $ | -16.984 $ | 181.487 $ | |
|---|
| Strategic Advocates LLC | 101.977 $ | -75.664 $ | 177.641 $ | | | | | |
|---|
| Activest Wealth Management | 176.212 $ | +68.280 $ | 107.932 $ | +52.496 $ | 55.436 $ | -78.149 $ | 133.585 $ | |
|---|
| Breakwater Investment Management | 175.938 $ | +12.450 $ | 163.488 $ | +12.244 $ | 151.244 $ | -15.615 $ | 166.859 $ | |
|---|
| Sarver Vrooman Wealth Advisors | | | 175.665 $ | +7.713 $ | 167.952 $ | +69.597 $ | 98.355 $ | |
|---|
| GGM Financials LLC | 25.973 $ | -149.320 $ | 175.293 $ | | | | | |
|---|
| NCP Inc. | 173.379 $ | +85.156 $ | | | | | 88.223 $ | |
|---|
| Mid-American Wealth Advisory Group, Inc. | | | | | 166.767 $ | | | |
|---|
| Disciplined Equity Management, Inc. | | | | | 145.207 $ | -14.992 $ | 160.199 $ | |
|---|
| Barnes Dennig Private Wealth Management LLC | 48.617 $ | +3.066 $ | 45.551 $ | -111.729 $ | 157.280 $ | +65.347 $ | 91.933 $ | |
|---|
| SSA SWISS ADVISORS AG | | | 73.288 $ | +1.833 $ | 71.455 $ | -84.938 $ | 156.393 $ | |
|---|
| Cutler Capital Management, LLC | 155.600 $ | +9.814 $ | 145.786 $ | +13.731 $ | 132.055 $ | -13.634 $ | 145.689 $ | |
|---|
| SRH ADVISORS, LLC | 155.600 $ | +9.814 $ | 145.786 $ | +6.401 $ | 139.385 $ | -14.391 $ | 153.776 $ | |
|---|
| Murphy & Mullick Capital Management Corp | 155.170 $ | +26.868 $ | 128.302 $ | +10.760 $ | 117.542 $ | +17.165 $ | 100.377 $ | |
|---|
| Hoese & Co LLP | 153.674 $ | +9.693 $ | 143.981 $ | +6.321 $ | 137.660 $ | -14.213 $ | 151.873 $ | |
|---|
| CBIZ Investment Advisory Services, LLC | 150.363 $ | +35.805 $ | 114.558 $ | +13.387 $ | 101.171 $ | -28.956 $ | 130.127 $ | |
|---|
| Employees Retirement System of Texas | 149.913 $ | +14.849 $ | 135.064 $ | +13.982 $ | 121.082 $ | -5.454 $ | 126.536 $ | |
|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 149.823 $ | +9.449 $ | 140.374 $ | +6.163 $ | 134.211 $ | -13.857 $ | 148.068 $ | |
|---|
| Morton Brown Family Wealth, LLC | 138.337 $ | +9.057 $ | 129.280 $ | -2.412 $ | 131.692 $ | -13.229 $ | 144.921 $ | |
|---|
| Cambridge Investment Research Advisors, Inc. | 138.664 $ | +9.593 $ | 129.071 $ | +9.606 $ | 119.465 $ | -16.628 $ | 136.093 $ | |
|---|
| First Pacific Financial | 137.494 $ | +8.323 $ | 129.171 $ | +58.130 $ | 71.041 $ | -50.100 $ | 121.141 $ | |
|---|
| Seneschal Advisors, LLC | 134.902 $ | +8.509 $ | 126.393 $ | | | | | |
|---|
| Kessler Investment Group, LLC | | | | | 134.211 $ | +15.876 $ | 118.335 $ | |
|---|
| HRT FINANCIAL LP | 134.133 $ | +35.346 $ | 98.787 $ | +55.824 $ | 42.963 $ | -38.186 $ | 81.149 $ | |
|---|
| FIRST COMMUNITY TRUST NA | 131.050 $ | +8.265 $ | 122.785 $ | +5.391 $ | 117.394 $ | -12.121 $ | 129.515 $ | |
|---|
| Guardian Wealth Management, Inc. | | | | | | | 130.329 $ | |
|---|
| CWM, LLC | 126.824 $ | +24.331 $ | 102.493 $ | +19.279 $ | 83.214 $ | -5.689 $ | 88.903 $ | |
|---|
| LFA - Lugano Financial Advisors SA | 126.477 $ | +28.272 $ | 98.205 $ | +15.738 $ | 82.467 $ | +25.618 $ | 56.849 $ | |
|---|
| Front Row Advisors LLC | 125.635 $ | +7.924 $ | 117.711 $ | +5.168 $ | 112.543 $ | -11.620 $ | 124.163 $ | |
|---|
| Vermillion & White Wealth Management Group, LLC | 125.033 $ | +19.724 $ | 105.309 $ | +21.225 $ | | | 84.084 $ | |
|---|
| Mascoma Wealth Management LLC | 100.484 $ | -13.281 $ | 113.765 $ | +4.995 $ | 108.770 $ | -11.230 $ | 120.000 $ | |
|---|
| Darwin Wealth Management, LLC | 86.057 $ | +3.017 $ | 83.040 $ | -11.484 $ | 94.524 $ | -24.775 $ | 119.299 $ | |
|---|
| Luken Investment Analytics, LLC | 119.137 $ | +48.330 $ | 70.807 $ | +3.109 $ | 67.698 $ | -6.990 $ | 74.688 $ | |
|---|
| Anderson Financial Strategies, LLC | | | | | | | 118.930 $ | |
|---|
| Davis Capital Management | 118.054 $ | +9.476 $ | 108.578 $ | +84.435 $ | | | 24.143 $ | |
|---|
| West Financial Advisors, LLC | 99.522 $ | -10.111 $ | | | 109.633 $ | -6.919 $ | 116.552 $ | |
|---|
| Goodman Advisory Group, LLC | 115.526 $ | +7.286 $ | 108.240 $ | +4.752 $ | 103.488 $ | -10.685 $ | 114.173 $ | |
|---|
| Kiker Wealth Management, LLC | | | | | 111.250 $ | +27.166 $ | 84.084 $ | |
|---|
| Fairman Group, LLC | 109.245 $ | +7.516 $ | 101.729 $ | +5.071 $ | 96.658 $ | +1.429 $ | 95.229 $ | |
|---|
| Red Tortoise LLC | 108.490 $ | +7.008 $ | 101.482 $ | +4.617 $ | 96.865 $ | -11.360 $ | 108.225 $ | |
|---|
| Bellwether Advisors, LLC | | | | | 107.908 $ | | | |
|---|
| SG Americas Securities, LLC | 104.700 $ | +72.779 $ | 31.921 $ | +10.356 $ | 21.565 $ | +11.948 $ | 9.617 $ | |
|---|
| Quarry LP | 3.851 $ | -99.541 $ | 103.392 $ | +47.019 $ | | | 56.373 $ | |
|---|
| Horrell Capital Management, Inc. | 103.252 $ | +6.512 $ | 96.740 $ | +4.248 $ | 92.492 $ | -9.550 $ | 102.042 $ | |
|---|
| AMALGAMATED BANK | 95.441 $ | +3.140 $ | 92.301 $ | +1.822 $ | 90.479 $ | -12.546 $ | 103.025 $ | |
|---|
| Navalign, LLC | 100.310 $ | | | | | | | |
|---|
| Hurley Capital, LLC | 99.521 $ | +3.547 $ | 95.974 $ | +6.823 $ | 89.151 $ | +9.825 $ | 79.326 $ | |
|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 99.281 $ | +57.563 $ | 41.718 $ | +21.343 $ | 20.375 $ | -17.584 $ | 37.959 $ | |
|---|
| Fairscale Capital, LLC | 98.318 $ | +6.201 $ | 92.117 $ | +907 $ | 91.210 $ | +50.893 $ | 40.317 $ | |
|---|
| Grey Fox Wealth Advisors, LLC | | | 97.022 $ | | | | | |
|---|
| INGALLS & SNYDER LLC | 79.351 $ | -7.610 $ | 86.961 $ | +3.139 $ | 83.822 $ | -10.675 $ | 94.497 $ | |
|---|
| Roxbury Financial LLC | 92.897 $ | +5.546 $ | 87.351 $ | +5.370 $ | 81.981 $ | -2.624 $ | 84.605 $ | |
|---|
| North Capital, Inc. | | | 92.108 $ | +20.322 $ | 71.786 $ | -7.412 $ | 79.198 $ | |
|---|
| Daiwa Securities Group Inc. | 90.286 $ | +5.227 $ | 85.059 $ | +8.133 $ | 76.926 $ | -3.950 $ | 80.876 $ | |
|---|
| CURIO WEALTH, LLC | 24.202 $ | +22.060 $ | 2.142 $ | -79.894 $ | 82.036 $ | -7.462 $ | 89.498 $ | |
|---|
| Ilmarinen Mutual Pension Insurance Co | 88.450 $ | +2.196 $ | 86.254 $ | +3.787 $ | 82.467 $ | +2.189 $ | 80.278 $ | |
|---|
| HIGHLINE WEALTH PARTNERS LLC | 88.166 $ | +32.780 $ | 55.386 $ | -17.248 $ | 72.634 $ | +24.670 $ | 47.964 $ | |
|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 85.301 $ | +3.974 $ | 81.327 $ | +2.527 $ | 78.800 $ | -9.146 $ | 87.946 $ | |
|---|
| OLD REPUBLIC INTERNATIONAL CORP | 86.946 $ | +5.202 $ | 81.744 $ | +3.589 $ | 78.155 $ | -8.069 $ | 86.224 $ | |
|---|
| Evergreen Private Wealth LLC | | | 86.818 $ | +3.812 $ | 83.006 $ | +5.701 $ | 77.305 $ | |
|---|
| Wealth Watch Advisors, INC | 80.267 $ | +8.671 $ | 71.596 $ | | | | | |
|---|
| Tacita Capital Inc | 79.906 $ | +79 $ | 79.827 $ | +25.065 $ | 54.762 $ | +6.239 $ | 48.523 $ | |
|---|
| State of Alaska, Department of Revenue | 65.059 $ | -4.410 $ | 69.469 $ | +122 $ | 69.347 $ | -10.144 $ | 79.491 $ | |
|---|
| Capitol Family Office, Inc. | 78.823 $ | +4.972 $ | 73.851 $ | +3.242 $ | 70.609 $ | -7.290 $ | 77.899 $ | |
|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 73.963 $ | +9.175 $ | 64.788 $ | +329 $ | 64.459 $ | | | |
|---|
| INVESTMENT COUNSEL CO OF NEVADA | 67.993 $ | -1.349 $ | 69.342 $ | +3.045 $ | 66.297 $ | -6.845 $ | 73.142 $ | |
|---|
| Marquette Asset Management, LLC | 72.566 $ | +26.676 $ | 45.890 $ | +35.110 $ | 10.780 $ | -1.113 $ | 11.893 $ | |
|---|
| Intelligent Financial Strategies | 72.204 $ | +4.554 $ | 67.650 $ | +2.970 $ | 64.680 $ | -6.678 $ | 71.358 $ | |
|---|
| CAMPBELL CAPITAL MANAGEMENT INC | | | | | | | 72.072 $ | |
|---|
| Anfield Capital Management, LLC | 68.332 $ | +25.958 $ | 42.374 $ | -511 $ | 42.885 $ | -1.217 $ | 44.102 $ | |
|---|
| Greykasell Wealth Strategies, Inc. | 67.872 $ | +4.281 $ | 63.591 $ | +2.792 $ | 60.799 $ | -6.278 $ | 67.077 $ | |
|---|
| S&CO INC | 63.406 $ | +3.002 $ | 60.404 $ | +1.362 $ | 59.042 $ | -6.394 $ | 65.436 $ | |
|---|
| MidAtlantic Capital Management, Inc. | 63.179 $ | | | | | | | |
|---|
| Access Investment Management LLC | 61.111 $ | +0 $ | 61.111 $ | +2.683 $ | 58.428 $ | | | |
|---|
| Paladin Advisory Group, LLC | 60.651 $ | +3.825 $ | 56.826 $ | +2.495 $ | 54.331 $ | -5.610 $ | 59.941 $ | |
|---|
| Wealth Preservation Advisors, LLC | 21.518 $ | +1.510 $ | 20.008 $ | +1.028 $ | 18.980 $ | -41.509 $ | 60.489 $ | |
|---|
| Brooklands Fund Management Ltd | | | | | 57.996 $ | | | |
|---|
| Investment Research & Advisory Group, Inc. | 57.643 $ | +3.410 $ | 54.233 $ | +12.514 $ | 41.719 $ | | | |
|---|
| Banque de Luxembourg S.A. | | | | | 56.492 $ | +0 $ | 56.492 $ | |
|---|
| NVWM, LLC | 56.199 $ | +6.927 $ | 49.272 $ | +3.134 $ | 46.138 $ | -6.191 $ | 52.329 $ | |
|---|
| TruNorth Capital Management, LLC | | | 40.139 $ | +37.875 $ | 2.264 $ | -53.633 $ | 55.897 $ | |
|---|
| REDMONT WEALTH ADVISORS LLC | 55.236 $ | +3.484 $ | 51.752 $ | +2.272 $ | 49.480 $ | +25.932 $ | 23.548 $ | |
|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 54.909 $ | +3.747 $ | 51.162 $ | +2.522 $ | 48.640 $ | -4.707 $ | 53.347 $ | |
|---|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 53.368 $ | +1.454 $ | 51.914 $ | +1.956 $ | 49.958 $ | -4.593 $ | 54.551 $ | |
|---|
| Clarity Asset Management, Inc. | 54.532 $ | +4.812 $ | 49.720 $ | +2.326 $ | 47.394 $ | -4.727 $ | 52.121 $ | |
|---|
| Cove Street Capital, LLC | | | 51.076 $ | +2.243 $ | 48.833 $ | -5.042 $ | 53.875 $ | |
|---|
| True Wealth Design, LLC | 52.950 $ | +9.160 $ | 43.790 $ | -4.869 $ | 48.659 $ | -743 $ | 49.402 $ | |
|---|
| Synergy Investment Management, LLC | | | | | | | 52.519 $ | |
|---|
| Compass Planning Associates Inc | | | | | 47.913 $ | -4.454 $ | 52.367 $ | |
|---|
| Retirement Wealth Solutions LLC | 51.919 $ | +3.323 $ | 48.596 $ | +2.181 $ | 46.415 $ | -4.739 $ | 51.154 $ | |
|---|
| Bare Financial Services, Inc | 51.144 $ | +7.847 $ | 43.297 $ | +23.673 $ | | | 19.624 $ | |
|---|
| DHJJ Financial Advisors, Ltd. | 49.220 $ | +3.105 $ | 46.115 $ | +2.024 $ | 44.091 $ | -4.552 $ | 48.643 $ | |
|---|
| Joseph Group Capital Management | 48.858 $ | | | | | | | |
|---|
| Accredited Wealth Management, LLC | | | 46.071 $ | +2.121 $ | 43.950 $ | -4.424 $ | 48.374 $ | |
|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | 48.119 $ | +2.667 $ | 45.452 $ | +1.747 $ | 43.705 $ | -3.438 $ | 47.143 $ | |
|---|
| ZynergyRetirementPlanningLLC | | | | | | | 47.654 $ | |
|---|
| TORNO CAPITAL, LLC | | | | | | | 47.572 $ | |
|---|
| BI Asset Management Fondsmaeglerselskab A/S | 28.836 $ | +4.118 $ | 24.718 $ | -21.552 $ | 46.270 $ | +27.807 $ | 18.463 $ | |
|---|
| Stuart Chaussee & Associates, Inc. | | | 46.002 $ | | | | | |
|---|
| Keystone Financial Group, Inc. | 42.077 $ | +2.991 $ | 39.086 $ | +2.053 $ | 37.033 $ | +1.381 $ | 35.652 $ | |
|---|
| COHEN & STEERS, INC. | | | | | | | 38.958 $ | |
|---|
| Game Plan Financial Advisors, LLC | 6.017 $ | -2.439 $ | 8.456 $ | +371 $ | 8.085 $ | -29.973 $ | 38.058 $ | |
|---|
| Lynch Asset Management, Inc. | | | | | 37.730 $ | | | |
|---|
| VALUE HOLDINGS MANAGEMENT CO. LLC | 37.648 $ | +2.375 $ | 35.273 $ | +1.548 $ | 33.725 $ | -3.482 $ | 37.207 $ | |
|---|
| Wiser Advisor Group LLC | | | | | | | 36.601 $ | |
|---|
| Decker Retirement Planning Inc. | 33.080 $ | +2.297 $ | 30.783 $ | -2.109 $ | 32.892 $ | -3.159 $ | 36.051 $ | |
|---|
| Hikari Power Ltd | 36.017 $ | +2.272 $ | 33.745 $ | +1.482 $ | 32.263 $ | -3.332 $ | 35.595 $ | |
|---|
| Capital Markets Trading UK LLP | 22.166 $ | -10.681 $ | 32.847 $ | -1.897 $ | 34.744 $ | | | |
|---|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 33.089 $ | +1.509 $ | 31.580 $ | +1.153 $ | 30.427 $ | -3.187 $ | 33.614 $ | |
|---|
| Granite FO LLC | 33.455 $ | +2.110 $ | 31.345 $ | +1.377 $ | 29.968 $ | -3.095 $ | 33.063 $ | |
|---|
| Mendota Financial Group, LLC | 29.965 $ | +1.890 $ | 28.075 $ | -2.109 $ | 30.184 $ | -3.117 $ | 33.301 $ | |
|---|
| DecisionPoint Financial, LLC | 32.131 $ | +29.331 $ | 2.800 $ | +69 $ | 2.731 $ | -10.471 $ | 13.202 $ | |
|---|
| South Dakota Investment Council | 24.343 $ | +406 $ | 23.937 $ | -1.037 $ | 24.974 $ | -7.140 $ | 32.114 $ | |
|---|
| E Fund Management (Hong Kong) Co., Ltd. | 31.555 $ | +26.932 $ | 4.623 $ | | | | | |
|---|
| HORIZON FINANCIAL SERVICES, LLC | 30.205 $ | +12.841 $ | 17.364 $ | +11.866 $ | 5.498 $ | +2.525 $ | 2.973 $ | |
|---|
| Gulf International Bank (UK) Ltd | 26.375 $ | +1.464 $ | 24.911 $ | +665 $ | 24.246 $ | -5.747 $ | 29.993 $ | |
|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 29.790 $ | +1.686 $ | 28.104 $ | +1.111 $ | 26.993 $ | -2.543 $ | 29.536 $ | |
|---|
| GRAYBILL WEALTH MANAGEMENT, LTD. | | | | | | | 29.376 $ | |
|---|
| NEVILLE RODIE & SHAW INC | 26.295 $ | +275 $ | 26.020 $ | +348 $ | 25.672 $ | -3.703 $ | 29.375 $ | |
|---|
| 10Elms LLP | 27.438 $ | +1.731 $ | 25.707 $ | +1.129 $ | 24.578 $ | -2.538 $ | 27.116 $ | |
|---|
| Berbice Capital Management LLC | 26.294 $ | | | | | | | |
|---|
| HANTZ FINANCIAL SERVICES, INC. | 26.011 $ | +483 $ | 25.528 $ | +212 $ | 25.316 $ | -861 $ | 26.177 $ | |
|---|
| PAYDEN & RYGEL | | | | | 25.495 $ | +7.513 $ | 17.982 $ | |
|---|
| Cedar Wealth Management, LLC | 25.151 $ | +1.586 $ | 23.565 $ | +22.271 $ | 1.294 $ | -133 $ | 1.427 $ | |
|---|
| Newton One Investments LLC | 24.595 $ | +1.749 $ | 22.846 $ | +1.194 $ | 21.652 $ | -2.017 $ | 23.669 $ | |
|---|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 23.786 $ | +1.828 $ | 21.958 $ | -179 $ | 22.137 $ | -2.286 $ | 24.423 $ | |
|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 24.068 $ | +1.518 $ | 22.550 $ | +990 $ | 21.560 $ | -2.225 $ | 23.785 $ | |
|---|
| Board of the Pension Protection Fund | 24.068 $ | | | | | | | |
|---|
| ARCADIA INVESTMENT ADVISORS LLC | 24.068 $ | +1.518 $ | 22.550 $ | +990 $ | 21.560 $ | -2.226 $ | 23.786 $ | |
|---|
| Koesten, Hirschmann & Crabtree, INC. | | | | | | | 23.786 $ | |
|---|
| Corundum Trust Company, INC | | | 23.339 $ | | | | | |
|---|
| CMT Capital Markets Trading GmbH | 16.896 $ | -2.474 $ | 19.370 $ | +8.213 $ | 11.157 $ | -3.317 $ | 14.474 $ | |
|---|
| Accordant Advisory Group Inc | 18.051 $ | | | | | | | |
|---|
| North Ridge Wealth Advisors, Inc. | 18.051 $ | +1.138 $ | 16.913 $ | | | | | |
|---|
| POM Investment Strategies, LLC | 17.705 $ | +12.406 $ | 5.299 $ | +899 $ | | | 4.400 $ | |
|---|
| MASECO LLP | 17.688 $ | | | | | | | |
|---|
| PARK AVENUE SECURITIES LLC | 15.986 $ | +1.634 $ | 14.352 $ | +1.015 $ | 13.337 $ | | | |
|---|
| MJT & Associates Financial Advisory Group, Inc. | 15.765 $ | +769 $ | 14.996 $ | +13.810 $ | 1.186 $ | -12.135 $ | 13.321 $ | |
|---|
| ABNER HERRMAN & BROCK LLC | 15.311 $ | +928 $ | 14.383 $ | | | | | |
|---|
| Family Legacy Financial Solutions, LLC | | | 14.969 $ | +783 $ | 14.186 $ | | | |
|---|
| Team Financial Group, LLC | 14.468 $ | +1.029 $ | 13.439 $ | +702 $ | 12.737 $ | | | |
|---|
| PayPay Securities Corp | 14.320 $ | -108 $ | 14.428 $ | +6.235 $ | 8.193 $ | -3.885 $ | 12.078 $ | |
|---|
| Longview Financial Advisors LLC | 14.321 $ | +903 $ | 13.418 $ | +589 $ | 12.829 $ | -1.324 $ | 14.153 $ | |
|---|
| WEDBUSH SECURITIES INC | 14.122 $ | +2.524 $ | 11.598 $ | +969 $ | 10.629 $ | -3.654 $ | 14.283 $ | |
|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | | | | | 12.905 $ | -1.200 $ | 14.105 $ | |
|---|
| CX Institutional | 8.139 $ | -5.876 $ | 14.015 $ | +1.865 $ | 12.150 $ | -702 $ | 12.852 $ | |
|---|
| HARVEY INVESTMENT CO LLC | 13.896 $ | +861 $ | 13.035 $ | +454 $ | 12.581 $ | -1.299 $ | 13.880 $ | |
|---|
| Canal Insurance CO | 13.839 $ | +873 $ | 12.966 $ | +569 $ | 12.397 $ | -1.280 $ | 13.677 $ | |
|---|
| LATHROP INVESTMENT MANAGEMENT CO | 13.236 $ | +959 $ | 12.277 $ | +749 $ | 11.528 $ | -727 $ | 12.255 $ | |
|---|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 12.099 $ | | | | | | | |
|---|
| PFG Private Wealth Management, LLC | | | | | | | 12.012 $ | |
|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 11.383 $ | +297 $ | 11.086 $ | +367 $ | 10.719 $ | -1.274 $ | 11.993 $ | |
|---|
| WENDELL DAVID ASSOCIATES INC | 11.132 $ | +532 $ | 10.600 $ | +465 $ | 10.135 $ | -1.522 $ | 11.657 $ | |
|---|
| AMICA MUTUAL INSURANCE CO | 10.512 $ | +663 $ | 9.849 $ | +432 $ | 9.417 $ | -972 $ | 10.389 $ | |
|---|
| Mountain Hill Investment Partners Corp. | 10.453 $ | +743 $ | 9.710 $ | +508 $ | 9.202 $ | -856 $ | 10.058 $ | |
|---|
| Vestcor Inc | 10.260 $ | +647 $ | 9.613 $ | -50 $ | 9.663 $ | -352 $ | 10.015 $ | |
|---|
| Fruth Investment Management | 9.706 $ | +584 $ | 9.122 $ | -74 $ | 9.196 $ | -977 $ | 10.173 $ | |
|---|
| Community Bank & Trust, Waco, Texas | 9.738 $ | +181 $ | 9.557 $ | +428 $ | 9.129 $ | -991 $ | 10.120 $ | |
|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | | | | | 9.163 $ | -946 $ | 10.109 $ | |
|---|
| Uniplan Investment Counsel, Inc. | 10.025 $ | | | | | | | |
|---|
| Resolute Advisors LLC | | | | | | | 9.752 $ | |
|---|
| M Holdings Securities, Inc. | 9.710 $ | +2.823 $ | | | 6.887 $ | +3.065 $ | 3.822 $ | |
|---|
| Arete Wealth Advisors, LLC | 9.683 $ | +1.168 $ | 8.515 $ | +857 $ | 7.658 $ | -622 $ | 8.280 $ | |
|---|
| Robinson Value Management, Ltd. | | | | | | | 9.514 $ | |
|---|
| Smithfield Trust Co | 9.284 $ | +1.063 $ | 8.221 $ | +212 $ | 8.009 $ | -880 $ | 8.889 $ | |
|---|
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6.878 $ | +552 $ | 6.326 $ | +427 $ | 5.899 $ | -3.309 $ | 9.208 $ | |
|---|
| Performa Ltd (US), LLC | 9.026 $ | +570 $ | 8.456 $ | +371 $ | 8.085 $ | -835 $ | 8.920 $ | |
|---|
| Trust Co of Kansas | 8.390 $ | +265 $ | 8.125 $ | +380 $ | 7.745 $ | -865 $ | 8.610 $ | |
|---|
| Gould Capital, LLC | 8.424 $ | +531 $ | 7.893 $ | +347 $ | 7.546 $ | -779 $ | 8.325 $ | |
|---|
| DELTA CAPITAL MANAGEMENT LLC | 6.806 $ | -1.001 $ | 7.807 $ | +326 $ | 7.481 $ | -772 $ | 8.253 $ | |
|---|
| LM Advisors LLC | 8.225 $ | +7.302 $ | 923 $ | +41 $ | 882 $ | -100 $ | 982 $ | |
|---|
| SHELL ASSET MANAGEMENT CO | | | 2.162 $ | -5.913 $ | 8.075 $ | +1.334 $ | 6.741 $ | |
|---|
| ROSS\JOHNSON & Associates LLC | 2.768 $ | +1.866 $ | 902 $ | +40 $ | 862 $ | -7.106 $ | 7.968 $ | |
|---|
| Summit Global Investments | 4.155 $ | -2.486 $ | 6.641 $ | -1.322 $ | 7.963 $ | +6.529 $ | 1.434 $ | |
|---|
| Gifford Fong Associates | 7.469 $ | +471 $ | 6.998 $ | +307 $ | 6.691 $ | -691 $ | 7.382 $ | |
|---|
| Sellwood Investment Partners LLC | 7.461 $ | +470 $ | 6.991 $ | | | | | |
|---|
| ALGERT GLOBAL LLC | 2.594 $ | +486 $ | 2.108 $ | -5.278 $ | 7.386 $ | +4.619 $ | 2.767 $ | |
|---|
| SENTINEL TRUST CO LBA | 7.371 $ | +465 $ | 6.906 $ | +294 $ | 6.612 $ | -662 $ | 7.274 $ | |
|---|
| Bradley & Co. Private Wealth Management, LLC | 7.340 $ | +462 $ | 6.878 $ | +302 $ | 6.576 $ | -560 $ | 7.136 $ | |
|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 6.686 $ | +4.033 $ | 2.653 $ | -3.497 $ | 6.150 $ | -714 $ | 6.864 $ | |
|---|
| BOSTON RESEARCH & MANAGEMENT INC | 6.863 $ | +525 $ | 6.338 $ | +434 $ | 5.904 $ | -448 $ | 6.352 $ | |
|---|
| DOHENY ASSET MANAGEMENT /CA | 6.753 $ | +452 $ | 6.301 $ | +295 $ | 6.006 $ | -662 $ | 6.668 $ | |
|---|
| Martin Capital Partners, LLC | 6.597 $ | +443 $ | 6.154 $ | +317 $ | 5.837 $ | +3.903 $ | 1.934 $ | |
|---|
| PHILADELPHIA TRUST CO | 6.556 $ | +797 $ | 5.759 $ | +377 $ | 5.382 $ | -679 $ | 6.061 $ | |
|---|
| Bear Mountain Capital, Inc. | | | 5.636 $ | +247 $ | 5.389 $ | -1.159 $ | 6.548 $ | |
|---|
| Quantitative Investment Management, LLC | 1.906 $ | -365 $ | 2.271 $ | -2.569 $ | 4.840 $ | -1.689 $ | 6.529 $ | |
|---|
| ASSET PLANNING SERVICES INC /LA/ /ADV | 5.675 $ | -26 $ | 5.701 $ | +175 $ | 5.526 $ | -501 $ | 6.027 $ | |
|---|
| TrinityBridge Ltd | 6.000 $ | +624 $ | 5.376 $ | +178 $ | 5.198 $ | -728 $ | 5.926 $ | |
|---|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5.377 $ | +338 $ | 5.039 $ | +224 $ | 4.815 $ | -957 $ | 5.772 $ | |
|---|
| Select Asset Management & Trust | 5.673 $ | +696 $ | 4.977 $ | +219 $ | 4.758 $ | -398 $ | 5.156 $ | |
|---|
| CENTAURUS FINANCIAL, INC. | 5.623 $ | +257 $ | 5.366 $ | +875 $ | 4.491 $ | -465 $ | 4.956 $ | |
|---|
| Redwood Investment Management, LLC | 2.827 $ | +1.084 $ | 1.743 $ | -44 $ | 1.787 $ | -3.758 $ | 5.545 $ | |
|---|
| Lingohr Asset Management GmbH | | | 858 $ | -22 $ | 880 $ | -4.632 $ | 5.512 $ | |
|---|
| FOSTER & MOTLEY INC | 5.133 $ | +392 $ | 4.741 $ | +23 $ | 4.718 $ | -757 $ | 5.475 $ | |
|---|
| Janney Capital Management LLC | 5.344 $ | +294 $ | 5.050 $ | | | | | |
|---|
| Beaton Management Co. Inc. | 5.249 $ | +319 $ | 4.930 $ | +153 $ | 4.777 $ | -531 $ | 5.308 $ | |
|---|
| CIGNA INVESTMENTS INC /NEW | 4.915 $ | +148 $ | 4.767 $ | +179 $ | 4.588 $ | -664 $ | 5.252 $ | |
|---|
| STEVENS CAPITAL MANAGEMENT LP | | | | | 4.782 $ | | | |
|---|
| Bull Street Advisors, LLC | 4.518 $ | +286 $ | 4.232 $ | +185 $ | 4.047 $ | -417 $ | 4.464 $ | |
|---|
| QV Investors Inc. | 4.254 $ | -49 $ | 4.303 $ | +189 $ | 4.114 $ | -394 $ | 4.508 $ | |
|---|
| MPWM ADVISORY SOLUTIONS, LLC | 4.332 $ | +273 $ | 4.059 $ | +179 $ | 3.880 $ | -401 $ | 4.281 $ | |
|---|
| BOSTON FAMILY OFFICE LLC | 4.284 $ | +268 $ | 4.016 $ | +338 $ | 3.678 $ | -328 $ | 4.006 $ | |
|---|
| T. Rowe Price Investment Management, Inc. | 4.032 $ | +2.149 $ | 1.883 $ | +87 $ | 1.796 $ | +126 $ | 1.670 $ | |
|---|
| HAZLETT, BURT & WATSON, INC. | 3.810 $ | +204 $ | 3.606 $ | +51 $ | 3.555 $ | -471 $ | 4.026 $ | |
|---|
| NKCFO LLC | 3.923 $ | +1.217 $ | | | 2.706 $ | | | |
|---|
| King Wealth Management Group | 3.793 $ | +355 $ | 3.438 $ | +151 $ | 3.287 $ | -339 $ | 3.626 $ | |
|---|
| Bollard Group LLC | 3.708 $ | +250 $ | 3.458 $ | +168 $ | 3.290 $ | -246 $ | 3.536 $ | |
|---|
| LaSalle St. Investment Advisors, LLC | 3.563 $ | +363 $ | 3.200 $ | +280 $ | 2.920 $ | -313 $ | 3.233 $ | |
|---|
| Hanson & Doremus Investment Management | 3.170 $ | +9 $ | 3.161 $ | -307 $ | 3.468 $ | +247 $ | 3.221 $ | |
|---|
| THOMPSON SIEGEL & WALMSLEY LLC | 3.259 $ | +125 $ | 3.134 $ | +281 $ | 2.853 $ | -284 $ | 3.137 $ | |
|---|
| SlateStone Wealth, LLC | 3.045 $ | +229 $ | 2.816 $ | -129 $ | 2.945 $ | -292 $ | 3.237 $ | |
|---|
| Annandale Capital, LLC | 312 $ | -2.891 $ | 3.203 $ | +2.823 $ | 380 $ | -63 $ | 443 $ | |
|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 3.167 $ | -2 $ | 3.169 $ | +285 $ | 2.884 $ | -284 $ | 3.168 $ | |
|---|
| Atlantic Private Wealth, LLC | 3.166 $ | +3.044 $ | 122 $ | | | | | |
|---|
| Stolper Co | 3.073 $ | +267 $ | 2.806 $ | +180 $ | 2.626 $ | -232 $ | 2.858 $ | |
|---|
| Matrix Trust Co | 2.122 $ | -192 $ | 2.314 $ | -2 $ | 2.316 $ | -434 $ | 2.750 $ | |
|---|
| VALLEY NATIONAL ADVISERS INC | 2.648 $ | +236 $ | 2.412 $ | +82 $ | 2.330 $ | -382 $ | 2.712 $ | |
|---|
| LBJ Family Wealth Advisors, Ltd. | 2.627 $ | +165 $ | 2.462 $ | +108 $ | 2.354 $ | -243 $ | 2.597 $ | |
|---|
| Keener Financial Planning LLC | 2.614 $ | +2.608 $ | 6 $ | +1 $ | 5 $ | -1 $ | 6 $ | |
|---|
| Coston, McIsaac & Partners | 2.431 $ | +129 $ | 2.302 $ | +64 $ | 2.238 $ | -249 $ | 2.487 $ | |
|---|
| JTC Employer Solutions Trustee Ltd | 46 $ | -382 $ | 428 $ | +19 $ | 409 $ | -2.072 $ | 2.481 $ | |
|---|
| Pinnacle West Asset Management, Inc. | 2.419 $ | +124 $ | 2.295 $ | +130 $ | 2.165 $ | -240 $ | 2.405 $ | |
|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1.324 $ | +84 $ | 1.240 $ | -1.132 $ | 2.372 $ | +707 $ | 1.665 $ | |
|---|
| Ceeto Capital Group, LLC | 2.293 $ | +238 $ | 2.055 $ | +109 $ | 1.946 $ | -201 $ | 2.147 $ | |
|---|
| HENDLEY & CO INC | 1.693 $ | -596 $ | 2.289 $ | +218 $ | 2.071 $ | -158 $ | 2.229 $ | |
|---|
| Sierra Capital LLC | | | | | | | 2.271 $ | |
|---|
| Hayek Kallen Investment Management | 2.154 $ | +105 $ | 2.049 $ | +93 $ | 1.956 $ | -261 $ | 2.217 $ | |
|---|
| Avion Wealth | 2.157 $ | -37 $ | 2.194 $ | | | | | |
|---|
| GSA CAPITAL PARTNERS LLP | 593 $ | -1.596 $ | | | 2.189 $ | | | |
|---|
| Motiv8 Investments LLC | 2.172 $ | | | | | | | |
|---|
| C M BIDWELL & ASSOCIATES LTD | 2.166 $ | +137 $ | 2.029 $ | | | | | |
|---|
| PICTON MAHONEY ASSET MANAGEMENT | 1.203 $ | +1.202 $ | 1 $ | +0 $ | 1 $ | -2.084 $ | 2.085 $ | |
|---|
| Capital Analysts, LLC | 2.045 $ | +329 $ | 1.716 $ | +150 $ | 1.566 $ | -121 $ | 1.687 $ | |
|---|
| Aspen Investment Management Inc | 1.929 $ | +226 $ | 1.703 $ | +113 $ | 1.590 $ | -165 $ | 1.755 $ | |
|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | 1.780 $ | +112 $ | 1.668 $ | +59 $ | 1.609 $ | -274 $ | 1.883 $ | |
|---|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1.837 $ | +89 $ | 1.748 $ | +649 $ | 1.099 $ | -119 $ | 1.218 $ | |
|---|
| Richardson Capital Management LLC | 1.564 $ | -220 $ | | | | | 1.784 $ | |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1.761 $ | +250 $ | 1.511 $ | +2 $ | 1.509 $ | +442 $ | 1.067 $ | |
|---|
| Old North State Trust, LLC | | | 1.746 $ | +698 $ | 1.048 $ | -69 $ | 1.117 $ | |
|---|
| Investor's Fiduciary Advisor Network, LLC | 1.744 $ | +224 $ | 1.520 $ | +62 $ | 1.458 $ | +692 $ | 766 $ | |
|---|
| CROWN ADVISORS MANAGEMENT, INC. | 1.677 $ | +106 $ | 1.571 $ | +69 $ | 1.502 $ | -155 $ | 1.657 $ | |
|---|
| Paradigm Capital Management, LLC/NV | 1.459 $ | +121 $ | 1.338 $ | -130 $ | 1.468 $ | -123 $ | 1.591 $ | |
|---|
| Luminist Capital LLC | 1.564 $ | | | | | | | |
|---|
| Maxi Investments CY Ltd | | | | | 1.552 $ | | | |
|---|
| TSFG, LLC | 1.531 $ | +67 $ | 1.464 $ | +120 $ | 1.344 $ | -146 $ | 1.490 $ | |
|---|
| SENTRY INVESTMENT MANAGEMENT LLC | 1.307 $ | +69 $ | 1.238 $ | -263 $ | 1.501 $ | +79 $ | 1.422 $ | |
|---|
| AR ASSET MANAGEMENT INC | 1.480 $ | +161 $ | 1.319 $ | +58 $ | 1.261 $ | -130 $ | 1.391 $ | |
|---|
| STONERIDGE INVESTMENT PARTNERS LLC | 659 $ | -353 $ | 1.012 $ | +44 $ | 968 $ | -498 $ | 1.466 $ | |
|---|
| Greenwich Wealth Management LLC | 1.417 $ | +71 $ | 1.346 $ | +43 $ | 1.303 $ | -143 $ | 1.446 $ | |
|---|
| JACOBS & CO/CA | 1.258 $ | +80 $ | 1.178 $ | +52 $ | 1.126 $ | -242 $ | 1.368 $ | |
|---|
| Acorns Advisers, LLC | 1.307 $ | +165 $ | 1.142 $ | +179 $ | 963 $ | +130 $ | 833 $ | |
|---|
| CYBER HORNET ETFs LLC | | | | | 1.290 $ | | | |
|---|
| First PREMIER Bank | 1.219 $ | +32 $ | 1.187 $ | +75 $ | 1.112 $ | -115 $ | 1.227 $ | |
|---|
| Cairn Investment Group, Inc. | 576 $ | +37 $ | 539 $ | +23 $ | 516 $ | -705 $ | 1.221 $ | |
|---|
| VALICENTI ADVISORY SERVICES INC | 1.203 $ | +173 $ | 1.030 $ | +295 $ | 735 $ | -101 $ | 836 $ | |
|---|
| VESTOR CAPITAL, LLC | 652 $ | +18 $ | 634 $ | -500 $ | 1.134 $ | +440 $ | 694 $ | |
|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1.084 $ | +69 $ | 1.015 $ | -56 $ | | | 1.071 $ | |
|---|
| SOL Capital Management CO | 1.084 $ | +68 $ | 1.016 $ | +42 $ | 974 $ | -101 $ | 1.075 $ | |
|---|
| Capital Advisors, Ltd. LLC | 1.071 $ | +81 $ | 990 $ | +76 $ | 914 $ | +99 $ | 815 $ | |
|---|
| Reynders McVeigh Capital Management, LLC | 1.019 $ | -44 $ | 1.063 $ | +134 $ | 929 $ | -48 $ | 977 $ | |
|---|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1.047 $ | +65 $ | 982 $ | +44 $ | 938 $ | -94 $ | 1.032 $ | |
|---|
| Arkos Global Advisors | 1.002 $ | +158 $ | 844 $ | +58 $ | 786 $ | +137 $ | 649 $ | |
|---|
| WoodTrust Financial Corp | 982 $ | +62 $ | 920 $ | +40 $ | 880 $ | -102 $ | 982 $ | |
|---|
| Copia Wealth Management | 963 $ | +61 $ | 902 $ | +40 $ | 862 $ | -89 $ | 951 $ | |
|---|
| PROFESSIONAL ADVISORY SERVICES INC | 914 $ | +39 $ | 875 $ | +46 $ | 829 $ | -102 $ | 931 $ | |
|---|
| Penserra Capital Management LLC | 42 $ | +1 $ | 41 $ | -1 $ | 42 $ | -865 $ | 907 $ | |
|---|
| Opus Capital Group, LLC | 809 $ | +8 $ | 801 $ | -20 $ | 821 $ | -55 $ | 876 $ | |
|---|
| Amica Retiree Medical Trust | | | 874 $ | | | | | |
|---|
| Prossimo Advisors, LLC | | | | | 345 $ | -524 $ | 869 $ | |
|---|
| ROVIN CAPITAL /UT/ /ADV | 861 $ | +639 $ | 222 $ | | | | | |
|---|
| FLOW TRADERS U.S. LLC | | | 843 $ | | | | | |
|---|
| WINSLOW ASSET MANAGEMENT INC | 807 $ | +34 $ | 773 $ | +15 $ | 758 $ | -78 $ | 836 $ | |
|---|
| MAGNOLIA CAPITAL MANAGEMENT LTD | 804 $ | +51 $ | 753 $ | +33 $ | 720 $ | -74 $ | 794 $ | |
|---|
| PFC CAPITAL GROUP, INC. | 610 $ | +14 $ | 596 $ | +18 $ | 578 $ | -221 $ | 799 $ | |
|---|
| MOSAIC FINANCIAL GROUP, LLC | 737 $ | +36 $ | 701 $ | +33 $ | 668 $ | -119 $ | 787 $ | |
|---|
| X-Square Capital, LLC | 779 $ | +109 $ | 670 $ | +31 $ | 639 $ | -66 $ | 705 $ | |
|---|
| Roble, Belko & Company, Inc | 753 $ | +37 $ | 716 $ | +33 $ | 683 $ | -72 $ | 755 $ | |
|---|
| Ulland Investment Advisors, LLC | 592 $ | -15 $ | 607 $ | -5 $ | 612 $ | -127 $ | 739 $ | |
|---|
| Centerpoint Advisors, LLC | 700 $ | +27 $ | 673 $ | +22 $ | 651 $ | -82 $ | 733 $ | |
|---|
| Colorado Capital Management, Inc. | 719 $ | +130 $ | 589 $ | +191 $ | 398 $ | -36 $ | 434 $ | |
|---|
| Columbia River Financial Group, LLC | 712 $ | +25 $ | 687 $ | +60 $ | 627 $ | -64 $ | 691 $ | |
|---|
| Virtu Financial LLC | | | 695 $ | | | | | |
|---|
| Olde Wealth Management, LLC | 457 $ | -228 $ | 685 $ | -4 $ | | | 689 $ | |
|---|
| Wayfinding Financial, LLC | 681 $ | +44 $ | 637 $ | +30 $ | 607 $ | -69 $ | 676 $ | |
|---|
| von Borstel & Associates, Inc. | | | 653 $ | +477 $ | | | 176 $ | |
|---|
| FDx Advisors, Inc. | | | 564 $ | +20 $ | 544 $ | -104 $ | 648 $ | |
|---|
| GW&K Investment Management, LLC | 647 $ | +85 $ | 562 $ | +38 $ | 524 $ | +72 $ | 452 $ | |
|---|
| Lazard Freres Gestion S.A.S. | 619 $ | +39 $ | 580 $ | +25 $ | 555 $ | -57 $ | 612 $ | |
|---|
| Wood Tarver Financial Group, LLC | 614 $ | +46 $ | 568 $ | +24 $ | 544 $ | | | |
|---|
| USA FINANCIAL FORMULAS | 602 $ | | | | | | | |
|---|
| Warburton Capital Management, LLC | 593 $ | +60 $ | 533 $ | | | | | |
|---|
| First Fiduciary Investment Counsel, Inc. | 564 $ | +36 $ | 528 $ | +23 $ | 505 $ | -27 $ | 532 $ | |
|---|
| MOUNT VERNON ASSOCIATES INC /MD/ | 538 $ | +34 $ | 504 $ | +22 $ | 482 $ | -50 $ | 532 $ | |
|---|
| R. W. Roge & Company, Inc. | 464 $ | +82 $ | 382 $ | | | | | |
|---|
| Silver Oak Advisory Group, Inc. | 464 $ | +29 $ | 435 $ | | | | | |
|---|
| WARNER FINANCIAL, INC | 445 $ | +28 $ | 417 $ | +18 $ | 399 $ | -55 $ | 454 $ | |
|---|
| Hemington Wealth Management | | | 446 $ | | | | | |
|---|
| Betterment LLC | 413 $ | +104 $ | 309 $ | +16 $ | 293 $ | -39 $ | 332 $ | |
|---|
| Eagle Capital Management, LLC | 317 $ | +20 $ | 297 $ | -9 $ | 306 $ | -31 $ | 337 $ | |
|---|
| AM INVESTMENT STRATEGIES LLC | 319 $ | +20 $ | 299 $ | +0 $ | 299 $ | +10 $ | 289 $ | |
|---|
| Lesa Sroufe & Co | 206 $ | -2 $ | 208 $ | -41 $ | 249 $ | -26 $ | 275 $ | |
|---|
| Aurora Investment Managers, LLC. | 255 $ | +16 $ | 239 $ | +0 $ | 239 $ | -30 $ | 269 $ | |
|---|
| Covestor Ltd | 233 $ | +22 $ | 211 $ | -19 $ | 230 $ | -38 $ | 268 $ | |
|---|
| A. D. Beadell Investment Counsel, Inc. | 264 $ | +16 $ | 248 $ | +11 $ | 237 $ | -24 $ | 261 $ | |
|---|
| Elite Financial, Inc. | 200 $ | -10 $ | 210 $ | -51 $ | 261 $ | | | |
|---|
| PHYSICIANS FINANCIAL SERVICES, INC. | 252 $ | +28 $ | 224 $ | +10 $ | 214 $ | | | |
|---|
| Front Street Capital Management, Inc. | 242 $ | +25 $ | | | 217 $ | | | |
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| Beutel, Goodman & Co Ltd. | 168 $ | +11 $ | 157 $ | +7 $ | 150 $ | -87 $ | 237 $ | |
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| Cloud Capital Management, LLC | 233 $ | +172 $ | 61 $ | | | | | |
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| Euro Pacific Asset Management, LLC | | | | | 224 $ | -2 $ | 226 $ | |
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| WELCH CAPITAL PARTNERS LLC/NY | 218 $ | +14 $ | 204 $ | -12 $ | | | 216 $ | |
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| TradeLink Capital LLC | | | | | 216 $ | | | |
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| Ball & Co Wealth Management Inc. | 213 $ | +16 $ | 197 $ | +10 $ | 187 $ | -18 $ | 205 $ | |
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| CHASE INVESTMENT COUNSEL CORP | | | 210 $ | | | | | |
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| Single Point Partners, LLC | | | | | | | 201 $ | |
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| McClarren Financial Advisors, Inc. | | | | | | | 161 $ | |
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| Harvest Fund Management Co., Ltd | 160 $ | +22 $ | 138 $ | +16 $ | 122 $ | +3 $ | 119 $ | |
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| HARBOR CAPITAL ADVISORS, INC. | 160 $ | +22 $ | 138 $ | +58 $ | 80 $ | +18 $ | 62 $ | |
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| CKW FINANCIAL GROUP | 160 $ | +12 $ | 148 $ | +4 $ | 144 $ | -12 $ | 156 $ | |
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| OGOREK ANTHONY JOSEPH /NY/ /ADV | 105 $ | -31 $ | 136 $ | +18 $ | 118 $ | +9 $ | 109 $ | |
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| Navigoe, LLC | 132 $ | +8 $ | 124 $ | +9 $ | 115 $ | | | |
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| Alken Asset Management Ltd | | | | | | | 107 $ | |