| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
| 119.026.896.117 $ | +2.622.288.557 $ | 113.814.464.007 $ | +1.316.816.582 $ | 62.409.946.639 $ | -7.267.075.828 $ | 72.654.339.275 $ | |
|---|
| VANGUARD GROUP INC | 19.875.205.022 $ | +653.011.167 $ | 19.222.193.855 $ | | | | | |
|---|
| BlackRock, Inc. | 16.586.334.154 $ | +234.957.605 $ | 16.351.376.549 $ | | | | | |
|---|
| STATE STREET CORP | 8.607.429.586 $ | +251.275.006 $ | 8.356.154.580 $ | +642.397.718 $ | 7.713.756.862 $ | -907.763.750 $ | 8.621.520.612 $ | |
|---|
| JPMORGAN CHASE & CO | 4.266.218.763 $ | -202.750.042 $ | 4.468.968.805 $ | -869.145.172 $ | | | 5.338.113.977 $ | |
|---|
| GEODE CAPITAL MANAGEMENT, LLC | 4.814.834.865 $ | +156.281.806 $ | 4.658.553.059 $ | +357.312.679 $ | 4.301.240.380 $ | -575.865.652 $ | 4.877.106.032 $ | |
|---|
| BANK OF AMERICA CORP /DE/ | 3.035.502.005 $ | -26.270.673 $ | 3.061.772.678 $ | +297.918.172 $ | 2.763.854.506 $ | -1.409.495.142 $ | 4.173.349.648 $ | |
|---|
| MORGAN STANLEY | 3.581.697.229 $ | +79.982.551 $ | 3.501.714.678 $ | +246.054.034 $ | 3.255.660.644 $ | -660.608.130 $ | 3.916.268.774 $ | |
|---|
| NORGES BANK | 3.018.813.314 $ | +688.219.771 $ | | | 2.330.593.543 $ | | | |
|---|
| NORTHERN TRUST CORP | 2.150.043.412 $ | +4.917.770 $ | 2.145.125.642 $ | | | | | |
|---|
| FRANKLIN RESOURCES INC | 2.027.905.987 $ | -87.212.714 $ | 2.115.118.701 $ | +58.322.007 $ | 2.056.796.694 $ | +102.236.080 $ | 1.954.560.614 $ | |
|---|
| Invesco Ltd. | 1.747.436.270 $ | -165.040.103 $ | 1.912.476.373 $ | +240.975.951 $ | 1.671.500.422 $ | -27.043.607 $ | 1.698.544.029 $ | |
|---|
| GOLDMAN SACHS GROUP INC | 1.825.774.206 $ | -42.163.952 $ | 1.867.938.158 $ | | | | | |
|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.858.919.549 $ | +469.752.935 $ | 1.389.166.614 $ | +292.863.054 $ | 1.096.303.560 $ | +525.194.395 $ | 571.109.165 $ | |
|---|
| WELLS FARGO & COMPANY/MN | 1.605.892.870 $ | +3.430.376 $ | 1.602.462.494 $ | +98.735.566 $ | 1.503.726.928 $ | -295.475.106 $ | 1.799.202.034 $ | |
|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.105.299.474 $ | -45.526.697 $ | 1.150.826.171 $ | -219.369.545 $ | 1.370.195.716 $ | -260.959.260 $ | 1.631.154.976 $ | |
|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.453.909.841 $ | | | | | | | |
|---|
| Legal & General Group Plc | 1.292.479.268 $ | +42.189.133 $ | 1.250.290.135 $ | +90.400.861 $ | 1.159.889.274 $ | -281.461.608 $ | 1.441.350.882 $ | |
|---|
| SOUTH PLAINS FINANCIAL, INC. | 1.400.162.000 $ | +36.227.000 $ | 1.363.935.000 $ | +163.312.000 $ | 1.200.623.000 $ | -125.873.000 $ | 1.326.496.000 $ | |
|---|
| DEUTSCHE BANK AG\ | 1.365.083.305 $ | +34.484.946 $ | 1.330.598.359 $ | -17.710.275 $ | 1.348.308.634 $ | -45.536.905 $ | 1.393.845.539 $ | |
|---|
| WELLINGTON MANAGEMENT GROUP LLP | 706.741.994 $ | -203.239.268 $ | 909.981.262 $ | -129.593.425 $ | 1.039.574.687 $ | -342.573.883 $ | 1.382.148.570 $ | |
|---|
| UBS Group AG | 1.087.342.539 $ | +162.873.065 $ | 924.469.474 $ | -52.411.036 $ | 976.880.510 $ | -267.528.818 $ | 1.244.409.328 $ | |
|---|
| Fisher Asset Management, LLC | 1.190.545.710 $ | +51.290.869 $ | 1.139.254.841 $ | +88.691.381 $ | 1.050.563.460 $ | -175.356.167 $ | 1.225.919.627 $ | |
|---|
| DIMENSIONAL FUND ADVISORS LP | 1.138.329.673 $ | +22.118.695 $ | 1.116.210.978 $ | +38.713.724 $ | 1.077.497.254 $ | -108.129.664 $ | 1.185.626.918 $ | |
|---|
| BARCLAYS PLC | 640.910.234 $ | -203.512.493 $ | 844.422.727 $ | -294.796.341 $ | 1.139.219.068 $ | +1.138.348.080 $ | 870.988 $ | |
|---|
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 771.184.340 $ | +181.430.716 $ | 589.753.624 $ | -135.272.602 $ | 725.026.226 $ | -347.829.710 $ | 1.072.855.936 $ | |
|---|
| FMR LLC | 963.854.334 $ | +132.259.714 $ | 831.594.620 $ | +103.344.477 $ | 728.250.143 $ | -166.115.339 $ | 894.365.482 $ | |
|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | | | | | | | 942.223.000 $ | |
|---|
| STIFEL FINANCIAL CORP | 914.771.583 $ | -4.677.520 $ | 919.449.103 $ | +100.270.375 $ | 819.178.728 $ | -82.429.918 $ | 901.608.646 $ | |
|---|
| Capital Research Global Investors | 779.646.799 $ | -69.819.666 $ | 849.466.465 $ | -42.697.086 $ | 892.163.551 $ | | | |
|---|
| FLOSSBACH VON STORCH SE | 876.573.660 $ | +50.941.927 $ | 825.631.733 $ | -50.779.674 $ | 876.411.407 $ | +37.671.937 $ | 838.739.470 $ | |
|---|
| AQR CAPITAL MANAGEMENT LLC | | | 830.901.623 $ | | | | | |
|---|
| Assenagon Asset Management S.A. | 268.119.615 $ | -441.258.835 $ | 709.378.450 $ | +293.023.452 $ | 416.354.998 $ | -110.678.854 $ | 527.033.852 $ | |
|---|
| HSBC HOLDINGS PLC | 579.586.510 $ | +2.791.916 $ | 576.794.594 $ | -11.087.912 $ | 587.882.506 $ | -110.822.794 $ | 698.705.300 $ | |
|---|
| Qube Research & Technologies Ltd | 322.419.546 $ | +159.982.991 $ | 162.436.555 $ | -492.933.290 $ | 655.369.845 $ | -18.966.413 $ | 674.336.258 $ | |
|---|
| JANE STREET GROUP, LLC | 337.620.467 $ | -317.667.095 $ | 655.287.562 $ | +158.262.594 $ | 497.024.968 $ | +104.685.667 $ | 392.339.301 $ | |
|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 597.106.492 $ | +12.814.158 $ | 584.292.334 $ | +34.947.705 $ | 549.344.629 $ | -74.471.894 $ | 623.816.523 $ | |
|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 577.671.875 $ | -41.101.007 $ | 618.772.882 $ | | | | | |
|---|
| Swiss National Bank | 537.755.088 $ | -17.291.880 $ | 555.046.968 $ | +6.935.724 $ | 548.111.244 $ | -32.081.586 $ | 580.192.830 $ | |
|---|
| NORDEA INVESTMENT MANAGEMENT AB | 385.229.434 $ | -34.699.719 $ | 419.929.153 $ | -698.174 $ | 420.627.327 $ | -147.138.312 $ | 567.765.639 $ | |
|---|
| Elliott Investment Management L.P. | 182.988.000 $ | +3.927.000 $ | 179.061.000 $ | -349.099.000 $ | 528.160.000 $ | | | |
|---|
| VICTORY CAPITAL MANAGEMENT INC | 509.109.006 $ | +145.502.339 $ | 363.606.667 $ | +64.543.707 $ | 299.062.960 $ | -29.683.939 $ | 328.746.899 $ | |
|---|
| ProShare Advisors LLC | 488.945.084 $ | +86.014.579 $ | 402.930.505 $ | | | | | |
|---|
| HighTower Advisors, LLC | | | 482.895.384 $ | | | | | |
|---|
| ALLIANCEBERNSTEIN L.P. | 473.941.360 $ | +57.199.142 $ | 416.742.218 $ | | | | | |
|---|
| RAYMOND JAMES FINANCIAL INC | 465.519.843 $ | +16.881.025 $ | 448.638.818 $ | +26.847.237 $ | 421.791.581 $ | -43.919.167 $ | 465.710.748 $ | |
|---|
| BANK OF MONTREAL /CAN/ | 377.214.159 $ | +28.233.019 $ | 348.981.140 $ | -99.848.807 $ | 448.829.947 $ | -10.580.147 $ | 459.410.094 $ | |
|---|
| NATIONAL BANK OF CANADA /FI/ | 425.923.803 $ | -28.752.874 $ | 454.676.677 $ | +17.388.017 $ | | | 437.288.660 $ | |
|---|
| National Pension Service | 451.218.125 $ | +20.504.374 $ | 430.713.751 $ | +36.345.262 $ | 394.368.489 $ | -37.046.526 $ | 431.415.015 $ | |
|---|
| CITIGROUP INC | 428.272.675 $ | -14.926.979 $ | 443.199.654 $ | +29.394.899 $ | 413.804.755 $ | -10.862.935 $ | 424.667.690 $ | |
|---|
| AMERICAN CENTURY COMPANIES INC | 430.202.712 $ | +176.849 $ | 430.025.863 $ | | | | | |
|---|
| Clearbridge Investments, LLC | 79.220.703 $ | -31.469.246 $ | 110.689.949 $ | +4.575.845 $ | 106.114.104 $ | -320.529.722 $ | 426.643.826 $ | |
|---|
| BNP PARIBAS FINANCIAL MARKETS | 365.576.871 $ | +116.691.490 $ | 248.885.381 $ | -25.014.038 $ | 273.899.419 $ | -152.516.296 $ | 426.415.715 $ | |
|---|
| Fiera Capital Corp | 393.396.357 $ | -28.737.072 $ | 422.133.429 $ | | | | | |
|---|
| RHUMBLINE ADVISERS | 364.272.329 $ | +3.092.352 $ | 361.179.977 $ | +14.199.976 $ | 346.980.001 $ | -74.999.153 $ | 421.979.154 $ | |
|---|
| MILLENNIUM MANAGEMENT LLC | 394.500.026 $ | +50.799.248 $ | 343.700.778 $ | +98.852.800 $ | 244.847.978 $ | -174.951.485 $ | 419.799.463 $ | |
|---|
| CAPITAL FUND MANAGEMENT S.A. | 95.684.784 $ | +21.726.131 $ | 73.958.653 $ | -314.250.566 $ | 388.209.219 $ | +107.729.206 $ | 280.480.013 $ | |
|---|
| Jefferies Financial Group Inc. | 50.974.285 $ | -317.352.869 $ | 368.327.154 $ | | | | | |
|---|
| Corient Private Wealth LLC | 366.100.501 $ | | | | | | | |
|---|
| BANQUE PICTET & CIE SA | 28.076.244 $ | -4.949.205 $ | 33.025.449 $ | -135.825.983 $ | 168.851.432 $ | -191.237.575 $ | 360.089.007 $ | |
|---|
| LPL Financial LLC | 352.910.348 $ | +17.211.951 $ | 335.698.397 $ | +36.233.413 $ | 299.464.984 $ | -23.534.573 $ | 322.999.557 $ | |
|---|
| BAHL & GAYNOR INC | 185.013.506 $ | -4.697.770 $ | 189.711.276 $ | -1.204.070 $ | 190.915.346 $ | -156.611.638 $ | 347.526.984 $ | |
|---|
| IMC-Chicago, LLC | 341.867.223 $ | +48.600.415 $ | 293.266.808 $ | +30.307.035 $ | 262.959.773 $ | +96.256.481 $ | 166.703.292 $ | |
|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 308.655.547 $ | -2.582.385 $ | 311.237.932 $ | +19.205.724 $ | 292.032.208 $ | -37.346.538 $ | 329.378.746 $ | |
|---|
| CIBC Private Wealth Group LLC | 86.569.907 $ | -4.259.087 $ | 90.828.994 $ | -209.732.658 $ | 300.561.652 $ | -20.097.861 $ | 320.659.513 $ | |
|---|
| CAPITAL ADVISORS INC/OK | 317.625.552 $ | +6.419.101 $ | 311.206.451 $ | +19.544.066 $ | 291.662.385 $ | +16.233.911 $ | 275.428.474 $ | |
|---|
| YACKTMAN ASSET MANAGEMENT LP | 291.149.121 $ | +1.798.763 $ | 289.350.358 $ | +11.090.318 $ | 278.260.040 $ | -38.579.074 $ | 316.839.114 $ | |
|---|
| Squarepoint Ops LLC | 162.470.237 $ | +72.909.121 $ | 89.561.116 $ | -221.488.549 $ | 311.049.665 $ | +104.569.090 $ | 206.480.575 $ | |
|---|
| Swedbank AB | 116.788.828 $ | +5.445.048 $ | 111.343.780 $ | +9.683.148 $ | 101.660.632 $ | -196.654.595 $ | 298.315.227 $ | |
|---|
| Focus Partners Wealth | 281.384.972 $ | +117.727.578 $ | 163.657.394 $ | +15.256.891 $ | 148.400.503 $ | -19.952.119 $ | 168.352.622 $ | |
|---|
| US BANCORP \DE\ | 230.310.786 $ | -3.023.442 $ | 233.334.228 $ | +6.432.998 $ | 226.901.230 $ | -41.899.826 $ | 268.801.056 $ | |
|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 230.588.130 $ | +166.537 $ | 230.421.593 $ | -868.650 $ | 231.290.243 $ | -36.281.136 $ | 267.571.379 $ | |
|---|
| BANK OF NOVA SCOTIA | 154.687.607 $ | -106.411.953 $ | 261.099.560 $ | | | | | |
|---|
| Allianz Asset Management GmbH | 253.274.337 $ | +130.950.676 $ | 122.323.661 $ | +20.390.629 $ | 101.933.032 $ | -5.186.653 $ | 107.119.685 $ | |
|---|
| PRINCIPAL FINANCIAL GROUP INC | 242.506.460 $ | +13.227.487 $ | 229.278.973 $ | | | | | |
|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 232.573.574 $ | +33.730.755 $ | 198.842.819 $ | +10.971.027 $ | 187.871.792 $ | -39.526.915 $ | 227.398.707 $ | |
|---|
| AVIVA PLC | 230.372.850 $ | +22.979.063 $ | 207.393.787 $ | +21.134.598 $ | 186.259.189 $ | -5.355.734 $ | 191.614.923 $ | |
|---|
| Guinness Asset Management LTD | 220.953.267 $ | -1.294.258 $ | 222.247.525 $ | | | | | |
|---|
| APG Asset Management N.V. | 116.864.592 $ | -16.480.857 $ | 133.345.449 $ | +7.112.127 $ | 126.233.322 $ | -91.233.674 $ | 217.466.996 $ | |
|---|
| Brandywine Global Investment Management, LLC | 199.759.891 $ | +62.484.285 $ | 137.275.606 $ | +31.710.154 $ | 105.565.452 $ | +26.934.967 $ | 78.630.485 $ | |
|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | 196.509.737 $ | +5.795.307 $ | 190.714.430 $ | | | | | |
|---|
| JARISLOWSKY, FRASER Ltd | | | 182.854.705 $ | +11.185.804 $ | 171.668.901 $ | -23.103.758 $ | 194.772.659 $ | |
|---|
| TRUIST FINANCIAL CORP | 148.132.916 $ | -7.149.370 $ | 155.282.286 $ | +7.705.042 $ | 147.577.244 $ | -46.163.246 $ | 193.740.490 $ | |
|---|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 173.361.252 $ | -151.806 $ | 173.513.058 $ | +2.968.874 $ | 170.544.184 $ | -23.074.538 $ | 193.618.722 $ | |
|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 170.327.670 $ | +69.403.273 $ | 100.924.397 $ | +19.703.160 $ | 81.221.237 $ | -21.798.339 $ | 103.019.576 $ | |
|---|
| Aberdeen Group plc | 168.613.898 $ | -1.516.999 $ | 170.130.897 $ | | | | | |
|---|
| Clear Street Group Inc. | 163.612.800 $ | +3.511.200 $ | 160.101.600 $ | | | | | |
|---|
| Man Group plc | 123.535.988 $ | -35.719.602 $ | 159.255.590 $ | | | | | |
|---|
| Focused Investors LLC | 157.979.640 $ | +57.614.194 $ | 100.365.446 $ | +30.179.584 $ | 70.185.862 $ | | | |
|---|
| SIMPLEX TRADING, LLC | 157.484.496 $ | +157.330.735 $ | 153.761 $ | -122.104 $ | 275.865 $ | +134.730 $ | 141.135 $ | |
|---|
| LAZARD ASSET MANAGEMENT LLC | 153.717.813 $ | +24.230.167 $ | 129.487.646 $ | +129.399.726 $ | 87.920 $ | +35.514 $ | 52.406 $ | |
|---|
| Skandinaviska Enskilda Banken AB (publ) | 43.150.169 $ | -109.373.684 $ | 152.523.853 $ | +115.479.603 $ | 37.044.250 $ | -4.734.069 $ | 41.778.319 $ | |
|---|
| WOLVERINE TRADING, LLC | | | 151.656.791 $ | +33.575.468 $ | 118.081.323 $ | +45.971.225 $ | 72.110.098 $ | |
|---|
| KEYBANK NATIONAL ASSOCIATION/OH | 148.950.937 $ | +18.462.670 $ | 130.488.267 $ | +7.107.970 $ | 123.380.297 $ | -20.817.539 $ | 144.197.836 $ | |
|---|
| Cerity Partners LLC | | | 139.173.537 $ | +15.284.477 $ | 123.889.060 $ | -20.377.730 $ | 144.266.790 $ | |
|---|
| Baird Financial Group, Inc. | 135.229.059 $ | +876.654 $ | 134.352.405 $ | -9.420.174 $ | | | 143.772.579 $ | |
|---|
| RENAISSANCE TECHNOLOGIES LLC | 19.551.133 $ | -14.234.561 $ | 33.785.694 $ | +2.343.600 $ | 31.442.094 $ | -108.827.798 $ | 140.269.892 $ | |
|---|
| COMMERCE BANK | 93.929.532 $ | -5.032.495 $ | 98.962.027 $ | -14.492.022 $ | 113.454.049 $ | -24.405.883 $ | 137.859.932 $ | |
|---|
| Neuberger Berman Group LLC | 134.699.820 $ | +8.296.138 $ | 126.403.682 $ | +41.778.912 $ | 84.624.770 $ | -8.542.004 $ | 93.166.774 $ | |
|---|
| PRUDENTIAL FINANCIAL INC | 128.206.846 $ | +11.381.129 $ | 116.825.717 $ | +2.890.777 $ | 113.934.940 $ | -7.939.741 $ | 121.874.681 $ | |
|---|
| Pictet Asset Management Holding SA | 113.876.231 $ | -2.764.385 $ | 116.640.616 $ | +5.477.794 $ | 111.162.822 $ | -12.938.720 $ | 124.101.542 $ | |
|---|
| Kovitz Investment Group Partners, LLC | | | 120.397.560 $ | +11.154.023 $ | 109.243.537 $ | +81.829.105 $ | 27.414.432 $ | |
|---|
| NISA INVESTMENT ADVISORS, LLC | 119.610.606 $ | -155.924 $ | 119.766.530 $ | +18.085.959 $ | 101.680.571 $ | -5.976.199 $ | 107.656.770 $ | |
|---|
| GREAT LAKES ADVISORS, LLC | 119.460.437 $ | +32.158.324 $ | 87.302.113 $ | +3.920.113 $ | 83.382.000 $ | -13.331.162 $ | 96.713.162 $ | |
|---|
| MARSHALL WACE, LLP | 77.088.754 $ | -42.125.005 $ | 119.213.759 $ | +38.459.415 $ | 80.754.344 $ | +52.560.075 $ | 28.194.269 $ | |
|---|
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 119.148.295 $ | +63.333.928 $ | 55.814.367 $ | +40.896.752 $ | 14.917.615 $ | -14.387.258 $ | 29.304.873 $ | |
|---|
| Chevy Chase Trust Holdings, LLC | 118.588.337 $ | +1.286.053 $ | 117.302.284 $ | | | | | |
|---|
| Creative Planning | 116.016.632 $ | +17.595.767 $ | 98.420.865 $ | +14.028.564 $ | 84.392.301 $ | -6.094.315 $ | 90.486.616 $ | |
|---|
| Boston Trust Walden Corp | 79.167.067 $ | -255.264 $ | 79.422.331 $ | -17.699.955 $ | 97.122.286 $ | -17.144.139 $ | 114.266.425 $ | |
|---|
| SCOTIA CAPITAL INC. | 82.884.715 $ | -27.677.254 $ | 110.561.969 $ | | | | | |
|---|
| CIBC WORLD MARKET INC. | 107.232.408 $ | +555.596 $ | 106.676.812 $ | +72.310.916 $ | 34.365.896 $ | -36.834.912 $ | 71.200.808 $ | |
|---|
| BAILLIE GIFFORD & CO | 93.319.861 $ | +269.373 $ | 93.050.488 $ | +2.734.336 $ | 90.316.152 $ | -15.394.847 $ | 105.710.999 $ | |
|---|
| Rockefeller Capital Management L.P. | 105.645.181 $ | +5.450.977 $ | 100.194.204 $ | +10.530.017 $ | 89.664.187 $ | -6.436.273 $ | 96.100.460 $ | |
|---|
| Bank Julius Baer & Co. Ltd, Zurich | 15.116.330 $ | -1.614.675 $ | 16.731.005 $ | +75.805 $ | 16.655.200 $ | -88.398.700 $ | 105.053.900 $ | |
|---|
| SEI INVESTMENTS CO | 101.624.579 $ | | | | | | | |
|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 101.020.860 $ | +100.915.042 $ | 105.818 $ | -2.471 $ | 108.289 $ | -25.794 $ | 134.083 $ | |
|---|
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 92.264.272 $ | +41.194.811 $ | 51.069.461 $ | -48.713.827 $ | 99.783.288 $ | | | |
|---|
| Cetera Investment Advisers | 96.046.516 $ | | | | | | | |
|---|
| GROUP ONE TRADING LLC | 95.005.360 $ | +57.165.066 $ | 37.840.294 $ | +2.044.250 $ | 35.796.044 $ | +4.413.602 $ | 31.382.442 $ | |
|---|
| TORNO CAPITAL, LLC | | | | | 94.672.680 $ | +93.773.040 $ | 899.640 $ | |
|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 80.614.174 $ | +875.205 $ | 79.738.969 $ | +197.585 $ | 79.541.384 $ | -13.164.523 $ | 92.705.907 $ | |
|---|
| Mondrian Investment Partners LTD | 0 $ | -92.578.188 $ | 92.578.188 $ | | | | | |
|---|
| STRS OHIO | 91.861.842 $ | +215.052 $ | 91.646.790 $ | +15.864.016 $ | 75.782.774 $ | -6.257.347 $ | 82.040.121 $ | |
|---|
| Robeco Institutional Asset Management B.V. | 90.988.523 $ | +75.639.274 $ | 15.349.249 $ | -100.092 $ | 15.449.341 $ | -11.943.051 $ | 27.392.392 $ | |
|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 70.734.119 $ | +3.232.756 $ | 67.501.363 $ | -10.173.412 $ | 77.674.775 $ | -10.654.429 $ | 88.329.204 $ | |
|---|
| AXA Investment Managers S.A. | | | 87.155.940 $ | | | | | |
|---|
| AXA S.A. | | | | | 86.667.491 $ | +6.426.800 $ | 80.240.691 $ | |
|---|
| GUGGENHEIM CAPITAL LLC | 86.310.344 $ | +1.417.735 $ | 84.892.609 $ | +6.328.413 $ | 78.564.196 $ | +3.557.610 $ | 75.006.586 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 79.158.456 $ | +2.034.566 $ | 77.123.890 $ | +3.117.715 $ | 74.006.175 $ | -11.228.867 $ | 85.235.042 $ | |
|---|
| Walleye Trading LLC | 82.479.078 $ | | | | | | | |
|---|
| DAVENPORT & Co LLC | 78.710.276 $ | -3.425.143 $ | 82.135.419 $ | | | | | |
|---|
| OSAIC HOLDINGS, INC. | 68.139.698 $ | -12.356.433 $ | 80.496.131 $ | +9.749.856 $ | 70.746.275 $ | +7.046.846 $ | 63.699.429 $ | |
|---|
| KLP KAPITALFORVALTNING AS | 79.392.015 $ | +2.599.985 $ | 76.792.030 $ | +5.081.634 $ | 71.710.396 $ | -6.842.571 $ | 78.552.967 $ | |
|---|
| VOYA INVESTMENT MANAGEMENT LLC | 60.132.783 $ | -2.437.520 $ | 62.570.303 $ | -5.077.284 $ | 67.647.587 $ | -10.304.610 $ | 77.952.197 $ | |
|---|
| BRADLEY FOSTER & SARGENT INC/CT | 62.907.985 $ | +873.920 $ | 62.034.065 $ | +2.268.053 $ | 59.766.012 $ | -17.308.842 $ | 77.074.854 $ | |
|---|
| Quantinno Capital Management LP | 76.676.214 $ | +26.484.615 $ | 50.191.599 $ | +24.036.644 $ | 26.154.955 $ | -8.352.898 $ | 34.507.853 $ | |
|---|
| State of Tennessee, Department of Treasury | 76.125.816 $ | +20.852.423 $ | 55.273.393 $ | +220.899 $ | 55.052.494 $ | +4.774.463 $ | 50.278.031 $ | |
|---|
| D.A. DAVIDSON & CO. | 73.585.400 $ | +15.360.585 $ | 58.224.815 $ | +3.453.384 $ | 54.771.431 $ | -11.083.529 $ | 65.854.960 $ | |
|---|
| TCW GROUP INC | 3.301.391 $ | -27.168.367 $ | 30.469.758 $ | -27.261.032 $ | 57.730.790 $ | -15.096.868 $ | 72.827.658 $ | |
|---|
| Vontobel Holding Ltd. | 72.225.579 $ | +23.590.504 $ | 48.635.075 $ | | | | | |
|---|
| IEQ CAPITAL, LLC | 71.400.343 $ | +9.394.507 $ | 62.005.836 $ | +35.197.682 $ | 26.808.154 $ | +7.479.506 $ | 19.328.648 $ | |
|---|
| AEGON ASSET MANAGEMENT UK PLC | 70.581.939 $ | +26.994.378 $ | 43.587.561 $ | +43.533.627 $ | 53.934 $ | -25.455 $ | 79.389 $ | |
|---|
| State of New Jersey Common Pension Fund D | 67.607.679 $ | -260.794 $ | 67.868.473 $ | +6.514.635 $ | 61.353.838 $ | -8.317.432 $ | 69.671.270 $ | |
|---|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 69.188.696 $ | +69.123.155 $ | 65.541 $ | +1.831 $ | 63.710 $ | +3.433 $ | 60.277 $ | |
|---|
| Douglas Lane & Associates, LLC | 68.836.298 $ | +14.113.018 $ | 54.723.280 $ | +14.345.538 $ | 40.377.742 $ | +5.089.493 $ | 35.288.249 $ | |
|---|
| BLI - Banque de Luxembourg Investments | 47.452.163 $ | -4.091.406 $ | 51.543.569 $ | -16.310.315 $ | 67.853.884 $ | +3.851.682 $ | 64.002.202 $ | |
|---|
| WORLDQUANT MILLENNIUM ADVISORS LLC | 67.468.321 $ | | | | | | | |
|---|
| KLINGENSTEIN FIELDS & CO LP | | | | | 56.376.854 $ | -9.332.402 $ | 65.709.256 $ | |
|---|
| Twin Tree Management, LP | 9.701.952 $ | -40.917.540 $ | 50.619.492 $ | +840.415 $ | 49.779.077 $ | -13.615.556 $ | 63.394.633 $ | |
|---|
| Lansforsakringar Fondforvaltning AB (publ) | 63.326.908 $ | +2.419.063 $ | 60.907.845 $ | | | | | |
|---|
| WELCH & FORBES LLC | 61.594.947 $ | -314.683 $ | 61.909.630 $ | | | | | |
|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 41.746.913 $ | +24.100.065 $ | 17.646.848 $ | +773.456 $ | 16.873.392 $ | -44.914.483 $ | 61.787.875 $ | |
|---|
| EVERETT HARRIS & CO /CA/ | 55.214.200 $ | -1.341.831 $ | 56.556.031 $ | +3.077.850 $ | 53.478.181 $ | -8.173.249 $ | 61.651.430 $ | |
|---|
| Arizona State Retirement System | 55.140.671 $ | -1.091.926 $ | 56.232.597 $ | +3.302.779 $ | 52.929.818 $ | -7.899.790 $ | 60.829.608 $ | |
|---|
| MetLife Investment Management, LLC | 48.349.161 $ | -607.802 $ | 48.956.963 $ | +1.701.695 $ | 47.255.268 $ | -13.257.967 $ | 60.513.235 $ | |
|---|
| MERCER GLOBAL ADVISORS INC /ADV | 60.267.661 $ | +7.236.429 $ | 53.031.232 $ | +22.858.874 $ | 30.172.358 $ | -3.678.966 $ | 33.851.324 $ | |
|---|
| RNC CAPITAL MANAGEMENT LLC | 60.068.600 $ | +15.069.772 $ | 44.998.828 $ | +2.390.454 $ | 42.608.374 $ | +1.283.232 $ | 41.325.142 $ | |
|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 58.871.473 $ | +941.939 $ | 57.929.534 $ | +3.685.785 $ | 54.243.749 $ | -4.929.622 $ | 59.173.371 $ | |
|---|
| Corebridge Financial, Inc. | | | | | | | 58.819.813 $ | |
|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 52.545.829 $ | -1.273.869 $ | 53.819.698 $ | +2.875.761 $ | 50.943.937 $ | -6.591.340 $ | 57.535.277 $ | |
|---|
| Candriam S.C.A. | 25.311.547 $ | -17.608.181 $ | 42.919.728 $ | +1.397.043 $ | 41.522.685 $ | -15.740.123 $ | 57.262.808 $ | |
|---|
| Vest Financial, LLC | 50.128.523 $ | -6.705.297 $ | 56.833.820 $ | | | | | |
|---|
| Walleye Capital LLC | 56.742.354 $ | | | | | | | |
|---|
| FORSTA AP-FONDEN | 55.700.112 $ | +8.189.260 $ | 47.510.852 $ | -1.792.884 $ | 49.303.736 $ | -6.638.878 $ | 55.942.614 $ | |
|---|
| FINANCIAL COUNSELORS INC | | | | | | | 55.322.831 $ | |
|---|
| J. Safra Sarasin Holding AG | 52.963.042 $ | +3.419.461 $ | 49.543.581 $ | +4.080.362 $ | 45.463.219 $ | -9.128.435 $ | 54.591.654 $ | |
|---|
| Hudson Bay Capital Management LP | 4.877.814 $ | -19.262.418 $ | 24.140.232 $ | -1.318.136 $ | 25.458.368 $ | -29.064.014 $ | 54.522.382 $ | |
|---|
| HS Management Partners, LLC | 8.105.005 $ | -18.045.063 $ | 26.150.068 $ | -20.665.506 $ | 46.815.574 $ | -6.849.002 $ | 53.664.576 $ | |
|---|
| Midwest Trust Co | 52.390.684 $ | -581.880 $ | 52.972.564 $ | +3.334.899 $ | 49.637.665 $ | | | |
|---|
| NICHOLS & PRATT ADVISERS LLP /MA | 51.286.441 $ | +1.183.769 $ | 50.102.672 $ | +3.086.264 $ | 47.016.408 $ | -5.533.580 $ | 52.549.988 $ | |
|---|
| Welch Group, LLC | 46.897.117 $ | +526.479 $ | 46.370.638 $ | -1.674.646 $ | 48.045.284 $ | -4.304.612 $ | 52.349.896 $ | |
|---|
| ROCKLAND TRUST CO | 51.950.078 $ | +2.252.154 $ | 49.697.924 $ | +5.027.736 $ | 44.670.188 $ | -1.929.664 $ | 46.599.852 $ | |
|---|
| Czech National Bank | 51.745.705 $ | +2.912.330 $ | 48.833.375 $ | +4.582.546 $ | 44.250.829 $ | -2.982.070 $ | 47.232.899 $ | |
|---|
| Capital World Investors | 51.729.775 $ | | | | | | | |
|---|
| MAI Capital Management | 49.113.309 $ | +3.099.642 $ | 46.013.667 $ | +3.991.701 $ | 42.021.966 $ | -9.623.357 $ | 51.645.323 $ | |
|---|
| WESTWOOD HOLDINGS GROUP INC | 50.795.460 $ | +17.601.460 $ | 33.194.000 $ | | | | | |
|---|
| BROWN ADVISORY INC | 49.316.976 $ | +1.666.995 $ | 47.649.981 $ | | | | | |
|---|
| Auto-Owners Insurance Co | 49.252.907 $ | +3.009.105 $ | 46.243.802 $ | +2.765.935 $ | 43.477.867 $ | +18.345.701 $ | 25.132.166 $ | |
|---|
| CAPSTONE INVESTMENT ADVISORS, LLC | 29.679.792 $ | -19.471.540 $ | 49.151.332 $ | +20.986.144 $ | 28.165.188 $ | +1.092.321 $ | 27.072.867 $ | |
|---|
| DAVIS R M INC | 45.055.236 $ | -85.553 $ | 45.140.789 $ | +2.330.646 $ | 42.810.143 $ | -5.847.999 $ | 48.658.142 $ | |
|---|
| First American Bank | 42.785.323 $ | -280.604 $ | 43.065.927 $ | +2.311.383 $ | 40.754.544 $ | -7.812.671 $ | 48.567.215 $ | |
|---|
| Quinn Opportunity Partners LLC | 47.695.858 $ | +39.580.392 $ | 8.115.466 $ | -1.265.316 $ | 9.380.782 $ | | | |
|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 45.646.680 $ | -525.077 $ | 46.171.757 $ | +1.771.326 $ | 44.400.431 $ | -2.627.350 $ | 47.027.781 $ | |
|---|
| LGT Group Foundation | 46.946.856 $ | +46.463 $ | 46.900.393 $ | +5.291.155 $ | 41.609.238 $ | | | |
|---|
| JENNISON ASSOCIATES LLC | 29.543.736 $ | -13.485.536 $ | 43.029.272 $ | +967.535 $ | 42.061.737 $ | -4.688.956 $ | 46.750.693 $ | |
|---|
| HUNTINGTON NATIONAL BANK | 46.042.377 $ | -508.224 $ | 46.550.601 $ | | | | | |
|---|
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 45.763.361 $ | +8.351.690 $ | 37.411.671 $ | +3.685.486 $ | 33.726.185 $ | +2.322.901 $ | 31.403.284 $ | |
|---|
| STEADFAST CAPITAL MANAGEMENT LP | | | | | 45.659.432 $ | | | |
|---|
| Cohen Klingenstein LLC | 42.462.688 $ | +740.773 $ | 41.721.915 $ | +2.495.472 $ | 39.226.443 $ | -5.395.551 $ | 44.621.994 $ | |
|---|
| CORDA Investment Management, LLC. | 43.193.537 $ | +1.010.077 $ | 42.183.460 $ | +2.965.076 $ | 39.218.384 $ | -1.835.934 $ | 41.054.318 $ | |
|---|
| Heritage Wealth Advisors | 2.615.296 $ | -90.213 $ | 2.705.509 $ | -34.630.454 $ | 37.335.963 $ | -5.804.551 $ | 43.140.514 $ | |
|---|
| GATEWAY INVESTMENT ADVISERS LLC | 42.745.075 $ | +1.445.663 $ | 41.299.412 $ | | | | | |
|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39.143.807 $ | -1.748 $ | 39.145.555 $ | +3.262.773 $ | 35.882.782 $ | -6.105.675 $ | 41.988.457 $ | |
|---|
| Aquatic Capital Management LLC | 7.208.723 $ | -34.447.256 $ | | | 41.655.979 $ | +11.162.231 $ | 30.493.748 $ | |
|---|
| GF FUND MANAGEMENT CO. LTD. | 41.393.751 $ | +3.682.943 $ | 37.710.808 $ | +2.255.559 $ | 35.455.249 $ | -4.237.018 $ | 39.692.267 $ | |
|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41.283.528 $ | +6.351.606 $ | 34.931.922 $ | +14.879.799 $ | 20.052.123 $ | -857.160 $ | 20.909.283 $ | |
|---|
| AMI ASSET MANAGEMENT CORP | 1.111.686 $ | -40.405 $ | 1.152.091 $ | +318.581 $ | 833.510 $ | -40.033.378 $ | 40.866.888 $ | |
|---|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34.822.401 $ | +7.116.819 $ | 27.705.582 $ | -821.660 $ | 28.527.242 $ | -10.814.315 $ | 39.341.557 $ | |
|---|
| VIRGINIA RETIREMENT SYSTEMS ET Al | 39.154.552 $ | +840.273 $ | 38.314.279 $ | +14.346.906 $ | 23.967.373 $ | -3.249.136 $ | 27.216.509 $ | |
|---|
| Verition Fund Management LLC | 5.835.523 $ | -27.433.730 $ | 33.269.253 $ | +5.926.014 $ | 27.343.239 $ | -11.569.340 $ | 38.912.579 $ | |
|---|
| Nearwater Capital Markets, Ltd | 38.750.400 $ | +21.897.600 $ | 16.852.800 $ | -9.555.200 $ | 26.408.000 $ | +12.913.400 $ | 13.494.600 $ | |
|---|
| RWA WEALTH PARTNERS, LLC | 8.941.269 $ | -13.116.537 $ | 22.057.806 $ | -8.741.345 $ | 30.799.151 $ | -7.253.887 $ | 38.053.038 $ | |
|---|
| PEAK6 LLC | 688.896 $ | -2.162.036 $ | 2.850.932 $ | -30.721.558 $ | 33.572.490 $ | -4.422.306 $ | 37.994.796 $ | |
|---|
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 37.856.839 $ | +1.221.943 $ | 36.634.896 $ | +2.374.100 $ | 34.260.796 $ | -2.303.411 $ | 36.564.207 $ | |
|---|
| SMITH CHAS P & ASSOCIATES PA CPAS | 37.276.958 $ | +15.076.479 $ | 22.200.479 $ | -11.272.904 $ | 33.473.383 $ | -2.736.921 $ | 36.210.304 $ | |
|---|
| Bank Pictet & Cie (Europe) AG | 8.827.628 $ | -596.036 $ | 9.423.664 $ | -9.013.477 $ | 18.437.141 $ | -18.388.873 $ | 36.826.014 $ | |
|---|
| Troy Asset Management Ltd | 36.299.078 $ | +382.672 $ | 35.916.406 $ | +1.767.561 $ | 34.148.845 $ | +0 $ | 34.148.845 $ | |
|---|
| MEYER HANDELMAN CO | 33.394.090 $ | +406.279 $ | 32.987.811 $ | +1.624.482 $ | 31.363.329 $ | -4.816.293 $ | 36.179.622 $ | |
|---|
| MML INVESTORS SERVICES, LLC | 35.345.436 $ | +1.804.418 $ | 33.541.018 $ | +33.509.886 $ | 31.132 $ | -716 $ | 31.848 $ | |
|---|
| MIRAE ASSET SECURITIES (USA) INC. | | | 35.235.694 $ | +22.014.529 $ | 13.221.165 $ | | | |
|---|
| Busey Bank | 31.204.420 $ | +590.886 $ | 30.613.534 $ | +1.630.189 $ | 28.983.345 $ | -5.548.194 $ | 34.531.539 $ | |
|---|
| Trexquant Investment LP | 34.281.331 $ | | | | | | | |
|---|
| Utah Retirement Systems | 32.515.317 $ | +705.376 $ | 31.809.941 $ | +1.929.024 $ | 29.880.917 $ | -4.256.372 $ | 34.137.289 $ | |
|---|
| XPONANCE LLC | | | 34.054.172 $ | | | | | |
|---|
| AE Wealth Management LLC | 18.935.152 $ | -15.112.505 $ | 34.047.657 $ | +6.545.531 $ | 27.502.126 $ | -2.110.481 $ | 29.612.607 $ | |
|---|
| CONNING INC. | 33.370.125 $ | +47.502 $ | 33.322.623 $ | | | | | |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32.052.823 $ | -918.204 $ | 32.971.027 $ | | | | | |
|---|
| Willis Investment Counsel | 32.815.848 $ | +875.719 $ | 31.940.129 $ | +1.907.367 $ | 30.032.762 $ | +615.134 $ | 29.417.628 $ | |
|---|
| Kestra Advisory Services, LLC | 30.738.519 $ | -2.029.094 $ | 32.767.613 $ | +8.020.680 $ | 24.746.933 $ | -3.190.488 $ | 27.937.421 $ | |
|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 26.239.883 $ | -6.205.568 $ | 32.445.451 $ | +3.491.299 $ | 28.954.152 $ | -2.435.598 $ | 31.389.750 $ | |
|---|
| Aviso Financial Inc. | 29.876.558 $ | -2.389.672 $ | 32.266.230 $ | +3.230.106 $ | 29.036.124 $ | -3.396.347 $ | 32.432.471 $ | |
|---|
| Pathstone Holdings, LLC | 32.421.269 $ | +1.483.694 $ | 30.937.575 $ | | | | | |
|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 27.104.469 $ | -1.775.050 $ | 28.879.519 $ | +1.569.950 $ | 27.309.569 $ | -4.619.854 $ | 31.929.423 $ | |
|---|
| JOURNEY STRATEGIC WEALTH LLC | 31.560.682 $ | +720.983 $ | 30.839.699 $ | +2.302.258 $ | 28.537.441 $ | -3.105.459 $ | 31.642.900 $ | |
|---|
| Arax Advisory Partners | 3.661.997 $ | -27.908.169 $ | 31.570.166 $ | +30.202.458 $ | 1.367.708 $ | -132.063 $ | 1.499.771 $ | |
|---|
| Police & Firemen's Retirement System of New Jersey | 30.136.043 $ | -843.336 $ | 30.979.379 $ | +3.497.630 $ | 27.481.749 $ | -2.511.799 $ | 29.993.548 $ | |
|---|
| Verity & Verity, LLC | 30.600.330 $ | +1.340.218 $ | 29.260.112 $ | +2.207.229 $ | 27.052.883 $ | +4.137.853 $ | 22.915.030 $ | |
|---|
| TCTC Holdings, LLC | 28.616.574 $ | +543.553 $ | 28.073.021 $ | +1.196.366 $ | 26.876.655 $ | -3.532.427 $ | 30.409.082 $ | |
|---|
| Illinois Municipal Retirement Fund | 30.294.632 $ | +2.395.524 $ | 27.899.108 $ | +4.700.340 $ | 23.198.768 $ | -5.805.476 $ | 29.004.244 $ | |
|---|
| WATERS PARKERSON & CO., LLC | 30.218.169 $ | +693.997 $ | 29.524.172 $ | +2.577.154 $ | 26.947.018 $ | -3.321.404 $ | 30.268.422 $ | |
|---|
| Wilmington Savings Fund Society, FSB | 23.841.542 $ | +195.799 $ | 23.645.743 $ | -1.937.452 $ | 25.583.195 $ | -4.647.014 $ | 30.230.209 $ | |
|---|
| Azimuth Capital Investment Management LLC | 28.985.375 $ | +156.620 $ | 28.828.755 $ | +2.340.324 $ | 26.488.431 $ | -3.679.724 $ | 30.168.155 $ | |
|---|
| Allspring Global Investments Holdings, LLC | 23.032.393 $ | -277.813 $ | 23.310.206 $ | +3.370.177 $ | 19.940.029 $ | -10.120.045 $ | 30.060.074 $ | |
|---|
| Clearstead Advisors, LLC | 29.920.132 $ | +938.125 $ | 28.982.007 $ | -539.757 $ | | | 29.521.764 $ | |
|---|
| Clarkston Capital Partners, LLC | 29.302.548 $ | +455.401 $ | 28.847.147 $ | +2.159.086 $ | 26.688.061 $ | -2.737.519 $ | 29.425.580 $ | |
|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 29.353.715 $ | +1.149.009 $ | 28.204.706 $ | | | | | |
|---|
| Systematic Alpha Investments, LLC | 27.760.360 $ | +595.750 $ | 27.164.610 $ | +1.624.770 $ | 25.539.840 $ | -3.462.300 $ | 29.002.140 $ | |
|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 24.747.262 $ | -482.474 $ | 25.229.736 $ | -133.361 $ | 25.363.097 $ | -3.619.481 $ | 28.982.578 $ | |
|---|
| Crestwood Advisors Group, LLC | 28.781.887 $ | +1.447.678 $ | 27.334.209 $ | +18.139.026 $ | 9.195.183 $ | -1.470.871 $ | 10.666.054 $ | |
|---|
| DONALDSON CAPITAL MANAGEMENT, LLC | 2.915.075 $ | -25.490.063 $ | 28.405.138 $ | +2.207.391 $ | 26.197.747 $ | -2.001.462 $ | 28.199.209 $ | |
|---|
| Federation des caisses Desjardins du Quebec | 23.379.277 $ | +1.338.639 $ | 22.040.638 $ | +2.387.506 $ | 19.653.132 $ | -8.668.097 $ | 28.321.229 $ | |
|---|
| MUFG Securities EMEA plc | 27.964.154 $ | +7.431.124 $ | 20.533.030 $ | +19.998.136 $ | 534.894 $ | | | |
|---|
| Calamos Advisors LLC | 27.296.643 $ | -497.557 $ | 27.794.200 $ | | | | | |
|---|
| FRANKLIN STREET ADVISORS INC /NC | 27.644.970 $ | +298.209 $ | 27.346.761 $ | +27.346.039 $ | 722 $ | -74 $ | 796 $ | |
|---|
| BOKF, NA | 17.916.749 $ | -1.330.272 $ | 19.247.021 $ | +745.048 $ | 18.501.973 $ | -9.006.169 $ | 27.508.142 $ | |
|---|
| PINNACLE ASSOCIATES LTD | 27.073.724 $ | +2.593.915 $ | 24.479.809 $ | | | | | |
|---|
| Florida Trust Wealth Management Co | 21.341.998 $ | -197.846 $ | 21.539.844 $ | +861.984 $ | 20.677.860 $ | -5.927.644 $ | 26.605.504 $ | |
|---|
| REGIONS FINANCIAL CORP | 21.533.023 $ | -627.004 $ | 22.160.027 $ | +191.740 $ | 21.968.287 $ | -4.507.219 $ | 26.475.506 $ | |
|---|
| Louisiana State Employees Retirement System | 23.149.776 $ | -949.728 $ | 24.099.504 $ | +1.309.400 $ | 22.790.104 $ | -3.299.456 $ | 26.089.560 $ | |
|---|
| MARTINGALE ASSET MANAGEMENT L P | 25.851.540 $ | +808.840 $ | 25.042.700 $ | +835.542 $ | 24.207.158 $ | -1.669.638 $ | 25.876.796 $ | |
|---|
| Saratoga Research & Investment Management | 24.725.913 $ | -764.649 $ | 25.490.562 $ | +3.382.445 $ | 22.108.117 $ | -2.711.451 $ | 24.819.568 $ | |
|---|
| OFI INVEST ASSET MANAGEMENT | 1.711.019 $ | -23.626.389 $ | 25.337.408 $ | +24.605.246 $ | 732.162 $ | -124.698 $ | 856.860 $ | |
|---|
| CENTRAL TRUST Co | 22.168.549 $ | -134.307 $ | 22.302.856 $ | +655.953 $ | 21.646.903 $ | -3.667.169 $ | 25.314.072 $ | |
|---|
| Chesley Taft & Associates LLC | 25.200.389 $ | | | | | | | |
|---|
| CITIZENS FINANCIAL GROUP INC/RI | 12.896.032 $ | -538.878 $ | 13.434.910 $ | +938.663 $ | 12.496.247 $ | -12.421.567 $ | 24.917.814 $ | |
|---|
| Distillate Capital Partners LLC | | | | | 24.593.110 $ | | | |
|---|
| WESBANCO BANK INC | 16.066.490 $ | -1.367.879 $ | 17.434.369 $ | -6.452.578 $ | 23.886.947 $ | -327.325 $ | 24.214.272 $ | |
|---|
| Empowered Funds, LLC | | | 18.789.045 $ | -1.703.298 $ | 20.492.343 $ | -3.643.947 $ | 24.136.290 $ | |
|---|
| GENERAL AMERICAN INVESTORS CO INC | 20.092.800 $ | -2.377.600 $ | 22.470.400 $ | +1.344.000 $ | 21.126.400 $ | -2.864.000 $ | 23.990.400 $ | |
|---|
| Private Advisor Group, LLC | 23.262.355 $ | +2.101.969 $ | 21.160.386 $ | -667.478 $ | 21.827.864 $ | -1.789.706 $ | 23.617.570 $ | |
|---|
| Modera Wealth Management, LLC | 21.464.451 $ | +236.303 $ | 21.228.148 $ | +1.555.433 $ | 19.672.715 $ | -3.652.909 $ | 23.325.624 $ | |
|---|
| Sone Capital Management, LLC | 7.689.371 $ | -15.445.171 $ | | | | | 23.134.542 $ | |
|---|
| ExodusPoint Capital Management, LP | 22.849.532 $ | -210.154 $ | 23.059.686 $ | +23.057.273 $ | | | 2.413 $ | |
|---|
| FIRST NATIONAL BANK OF OMAHA | 22.939.431 $ | +3.484.419 $ | 19.455.012 $ | +956.473 $ | 18.498.539 $ | -2.707.475 $ | 21.206.014 $ | |
|---|
| ASSOCIATED BANC-CORP | 19.877.519 $ | +87.417 $ | 19.790.102 $ | +742.013 $ | 19.048.089 $ | -3.645.479 $ | 22.693.568 $ | |
|---|
| Avanza Fonder AB | 22.688.216 $ | +1.811.388 $ | 20.876.828 $ | +3.104.244 $ | 17.772.584 $ | -1.627.182 $ | 19.399.766 $ | |
|---|
| Fidelity National Financial, Inc. | 21.528.000 $ | +462.000 $ | 21.066.000 $ | +1.260.000 $ | 19.806.000 $ | -2.685.000 $ | 22.491.000 $ | |
|---|
| Steward Partners Investment Advisory, LLC | 22.463.955 $ | +1.182.147 $ | 21.281.808 $ | +1.840.922 $ | 19.440.886 $ | -2.330.383 $ | 21.771.269 $ | |
|---|
| Cascade Financial Partners, LLC | 19.595.073 $ | -1.102.412 $ | 20.697.485 $ | +966.616 $ | 19.730.869 $ | -2.644.827 $ | 22.375.696 $ | |
|---|
| EASTERN BANK | 9.822.221 $ | -10.094.699 $ | 19.916.920 $ | +850.344 $ | 19.066.576 $ | -2.992.596 $ | 22.059.172 $ | |
|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21.989.751 $ | +410.818 $ | 21.578.933 $ | +1.031.881 $ | 20.547.052 $ | -510.571 $ | 21.057.623 $ | |
|---|
| Elo Mutual Pension Insurance Co | 21.941.194 $ | +2.510.056 $ | 19.431.138 $ | +3.703.986 $ | 15.727.152 $ | +743.648 $ | 14.983.504 $ | |
|---|
| RBO & CO LLC | 21.815.140 $ | +358.338 $ | 21.456.802 $ | +1.283.374 $ | 20.173.428 $ | +2.334.961 $ | 17.838.467 $ | |
|---|
| ASSETMARK, INC | 21.251.203 $ | +3.768.910 $ | 17.482.293 $ | +4.626.190 $ | 12.856.103 $ | +3.616.991 $ | 9.239.112 $ | |
|---|
| Telos Capital Management, Inc. | 20.988.637 $ | +1.028.195 $ | 19.960.442 $ | +2.045.717 $ | 17.914.725 $ | -2.145.204 $ | 20.059.929 $ | |
|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20.973.942 $ | +531.067 $ | 20.442.875 $ | +2.620.776 $ | 17.822.099 $ | +1.214.745 $ | 16.607.354 $ | |
|---|
| Tidal Investments LLC | 20.678.505 $ | +900.621 $ | 19.777.884 $ | +3.890.759 $ | 15.887.125 $ | +459.143 $ | 15.427.982 $ | |
|---|
| NS Partners Ltd | | | | | 2.467.564 $ | -18.133.592 $ | 20.601.156 $ | |
|---|
| CONNORS INVESTOR SERVICES INC | 19.468.775 $ | +417.808 $ | 19.050.967 $ | +1.083.756 $ | 17.967.211 $ | -2.618.801 $ | 20.586.012 $ | |
|---|
| Connor, Clark & Lunn Investment Management Ltd. | 8.876.138 $ | -11.622.204 $ | 20.498.342 $ | +7.216.174 $ | 13.282.168 $ | +380.131 $ | 12.902.037 $ | |
|---|
| Apollon Wealth Management, LLC | 16.945.469 $ | -838.819 $ | 17.784.288 $ | +868.427 $ | 16.915.861 $ | -3.514.793 $ | 20.430.654 $ | |
|---|
| COERENTE CAPITAL MANAGEMENT | 20.379.409 $ | +914.987 $ | 19.464.422 $ | +1.427.362 $ | 18.037.060 $ | -1.944.844 $ | 19.981.904 $ | |
|---|
| ARGENT CAPITAL MANAGEMENT LLC | 19.132.682 $ | -82.349 $ | 19.215.031 $ | +1.114.097 $ | 18.100.934 $ | -1.998.409 $ | 20.099.343 $ | |
|---|
| VIKING FUND MANAGEMENT LLC | 19.949.280 $ | +1.551.640 $ | 18.397.640 $ | +1.892.640 $ | 16.505.000 $ | -138.340 $ | 16.643.340 $ | |
|---|
| OPPENHEIMER & CO INC | | | 19.796.001 $ | | | | | |
|---|
| DDD Partners, LLC | 19.699.412 $ | +521.347 $ | 19.178.065 $ | | | | | |
|---|
| GODSEY & GIBB, INC | 19.676.722 $ | +525.213 $ | 19.151.509 $ | +1.566.698 $ | 17.584.811 $ | -1.949.808 $ | 19.534.619 $ | |
|---|
| Merit Financial Group, LLC | 19.609.926 $ | +2.504.982 $ | 17.104.944 $ | +2.007.001 $ | 15.097.943 $ | +3.386.870 $ | 11.711.073 $ | |
|---|
| STEPHENS INC /AR/ | 19.343.244 $ | +20.337 $ | 19.322.907 $ | +1.565.790 $ | 17.757.117 $ | -1.266.446 $ | 19.023.563 $ | |
|---|
| Washington Trust Advisors, Inc. | 17.426.049 $ | -54.738 $ | 17.480.787 $ | +660.858 $ | 16.819.929 $ | -2.359.301 $ | 19.179.230 $ | |
|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 17.953.118 $ | +364.636 $ | 17.588.482 $ | +839.076 $ | 16.749.406 $ | -2.311.267 $ | 19.060.673 $ | |
|---|
| Prospera Financial Services Inc | 15.026.742 $ | -123.847 $ | 15.150.589 $ | +366.469 $ | 14.784.120 $ | -3.975.225 $ | 18.759.345 $ | |
|---|
| Sequoia Financial Advisors, LLC | 18.410.648 $ | +2.222.207 $ | 16.188.441 $ | | | | | |
|---|
| TRUST CO OF VERMONT | 16.538.958 $ | -34.928 $ | 16.573.886 $ | +716.014 $ | 15.857.872 $ | -2.423.112 $ | 18.280.984 $ | |
|---|
| FIRST MANHATTAN CO. LLC. | 18.243.597 $ | +772.556 $ | 17.471.041 $ | +423.489 $ | 17.047.552 $ | | | |
|---|
| Atria Investments, Inc | 14.329.709 $ | +681.019 $ | 13.648.690 $ | -494.926 $ | 14.143.616 $ | -4.028.947 $ | 18.172.563 $ | |
|---|
| Hendershot Investments Inc. | 17.744.185 $ | +610.417 $ | 17.133.768 $ | +1.444.607 $ | 15.689.161 $ | -2.440.668 $ | 18.129.829 $ | |
|---|
| VANTAGE WEALTH | | | | | | | 18.102.706 $ | |
|---|
| Stack Financial Management, Inc | 16.700.140 $ | +222.727 $ | 16.477.413 $ | +830.796 $ | 15.646.617 $ | -2.410.217 $ | 18.056.834 $ | |
|---|
| Badgley Phelps Wealth Managers, LLC | 14.887.213 $ | +7.713.742 $ | 7.173.471 $ | -8.723.286 $ | 15.896.757 $ | -2.135.210 $ | 18.031.967 $ | |
|---|
| Maven Securities LTD | 13.433.472 $ | -4.597.740 $ | 18.031.212 $ | | | | | |
|---|
| Delta Accumulation, LLC | 15.127.008 $ | -2.796.262 $ | 17.923.270 $ | +16.188.760 $ | 1.734.510 $ | | | |
|---|
| Miramar Capital, LLC | 17.783.458 $ | +446.242 $ | 17.337.216 $ | +1.580.583 $ | 15.756.633 $ | -1.758.753 $ | 17.515.386 $ | |
|---|
| Allworth Financial LP | 17.234.615 $ | +5.940.993 $ | 11.293.622 $ | +1.332.766 $ | 9.960.856 $ | -52.313 $ | 10.013.169 $ | |
|---|
| MATHER GROUP, LLC. | 17.167.712 $ | +187.264 $ | 16.980.448 $ | +1.287.076 $ | 15.693.372 $ | -1.059.772 $ | 16.753.144 $ | |
|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | | | 16.240.593 $ | +923.255 $ | 15.317.338 $ | -1.784.329 $ | 17.101.667 $ | |
|---|
| HM PAYSON & CO | 16.016.309 $ | +217.429 $ | 15.798.880 $ | +1.573.685 $ | 14.225.195 $ | -2.830.512 $ | 17.055.707 $ | |
|---|
| PROFUND ADVISORS LLC | 16.905.508 $ | +1.541.372 $ | 15.364.136 $ | | | | | |
|---|
| Cardinal Capital Management, Inc. | | | 446.599 $ | -13.665.176 $ | 14.111.775 $ | -2.687.503 $ | 16.799.278 $ | |
|---|
| ABN AMRO INVESTMENT SOLUTIONS | 16.782.798 $ | +5.335.112 $ | 11.447.686 $ | -2.403.574 $ | 13.851.260 $ | -972.408 $ | 14.823.668 $ | |
|---|
| CULLEN/FROST BANKERS, INC. | 12.522.888 $ | -1.348.307 $ | 13.871.195 $ | -156.316 $ | 14.027.511 $ | -2.699.348 $ | 16.726.859 $ | |
|---|
| CapWealth Advisors, LLC | 16.528.493 $ | +653.003 $ | 15.875.490 $ | +888.979 $ | 14.986.511 $ | -1.710.550 $ | 16.697.061 $ | |
|---|
| PINNACLE FINANCIAL PARTNERS INC | | | 5.823.766 $ | -689.503 $ | 6.513.269 $ | -10.129.707 $ | 16.642.976 $ | |
|---|
| GUYASUTA INVESTMENT ADVISORS INC | 14.946.173 $ | -313.476 $ | 15.259.649 $ | +770.899 $ | 14.488.750 $ | -2.147.543 $ | 16.636.293 $ | |
|---|
| Railway Pension Investments Ltd | | | | | 14.487.693 $ | -1.964.024 $ | 16.451.717 $ | |
|---|
| INTECH INVESTMENT MANAGEMENT LLC | 16.441.507 $ | +7.130.475 $ | 9.311.032 $ | | | | | |
|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4.679.507 $ | -8.077.914 $ | 12.757.421 $ | -1.368.910 $ | 14.126.331 $ | -2.310.877 $ | 16.437.208 $ | |
|---|
| Palisade Asset Management, LLC | 16.432.035 $ | +1.055.118 $ | 15.376.917 $ | +1.544.142 $ | 13.832.775 $ | -1.425.119 $ | 15.257.894 $ | |
|---|
| WILKINS INVESTMENT COUNSEL INC | 15.401.849 $ | +150.065 $ | 15.251.784 $ | +519.421 $ | 14.732.363 $ | -1.671.373 $ | 16.403.736 $ | |
|---|
| First Long Island Investors, LLC | 15.116.675 $ | +171.472 $ | 14.945.203 $ | +772.822 $ | 14.172.381 $ | -2.217.261 $ | 16.389.642 $ | |
|---|
| Ally Financial Inc. | 16.217.760 $ | +348.040 $ | 15.869.720 $ | +2.005.520 $ | 13.864.200 $ | -979.860 $ | 14.844.060 $ | |
|---|
| AMIRAL GESTION | 3.840.595 $ | -8.499.863 $ | | | 12.340.458 $ | -3.788.288 $ | 16.128.746 $ | |
|---|
| Canoe Financial LP | 12.377.165 $ | -141.657 $ | 12.518.822 $ | -558.420 $ | 13.077.242 $ | -2.882.372 $ | 15.959.614 $ | |
|---|
| BARR E S & CO | 12.370.576 $ | -1.167.853 $ | 13.538.429 $ | +450.084 $ | 13.088.345 $ | -2.863.785 $ | 15.952.130 $ | |
|---|
| Gallacher Capital Management LLC | 14.744.887 $ | +312.187 $ | 14.432.700 $ | +257.338 $ | 14.175.362 $ | -1.645.052 $ | 15.820.414 $ | |
|---|
| Financiere des Professionnels - Fonds d'investissement inc. | 4.376.212 $ | +786.284 $ | 3.589.928 $ | -9.430.272 $ | 13.020.200 $ | -2.735.796 $ | 15.755.996 $ | |
|---|
| WASHINGTON TRUST Co | 14.651.388 $ | +310.071 $ | 14.341.317 $ | +446.277 $ | 13.895.040 $ | -1.782.161 $ | 15.677.201 $ | |
|---|
| YCG, LLC | | | | | | | 15.665.325 $ | |
|---|
| PRINCIPAL SECURITIES, INC. | 3.483.208 $ | +309.963 $ | 3.173.245 $ | +276.384 $ | 2.896.861 $ | -12.765.998 $ | 15.662.859 $ | |
|---|
| Argent Trust Co | 13.234.839 $ | +104.545 $ | 13.130.294 $ | +482.458 $ | 12.647.836 $ | -2.798.395 $ | 15.446.231 $ | |
|---|
| BENJAMIN EDWARDS INC | 10.700.641 $ | +1.391.983 $ | 9.308.658 $ | -6.136.446 $ | | | 15.445.104 $ | |
|---|
| Beaumont Financial Advisors, LLC | 14.203.771 $ | -316.557 $ | 14.520.328 $ | +657.805 $ | 13.862.523 $ | -1.569.197 $ | 15.431.720 $ | |
|---|
| BURNS J W & CO INC/NY | 8.061.461 $ | -16.098 $ | 8.077.559 $ | -258.718 $ | 8.336.277 $ | -7.090.950 $ | 15.427.227 $ | |
|---|
| CCM INVESTMENT ADVISERS LLC | 15.423.313 $ | +310.346 $ | 15.112.967 $ | +1.214.885 $ | 13.898.082 $ | +409.521 $ | 13.488.561 $ | |
|---|
| LMR Partners LLP | 11.662.005 $ | -3.722.214 $ | 15.384.219 $ | +10.508.620 $ | | | 4.875.599 $ | |
|---|
| Focus Partners Advisor Solutions, LLC | 15.095.510 $ | +775.896 $ | 14.319.614 $ | | | | | |
|---|
| Addenda Capital Inc. | 15.080.569 $ | | | | | | | |
|---|
| Caption Management, LLC | 7.176.000 $ | +154.000 $ | 7.022.000 $ | -7.972.000 $ | | | 14.994.000 $ | |
|---|
| Moors & Cabot, Inc. | 14.956.430 $ | +401.724 $ | 14.554.706 $ | | | | | |
|---|
| SteelPeak Wealth, LLC | 14.788.982 $ | +13.750.803 $ | 1.038.179 $ | | | | | |
|---|
| UMB Bank, n.a. | 11.567.425 $ | +1.646.182 $ | 9.921.243 $ | +124.931 $ | 9.796.312 $ | -4.924.647 $ | 14.720.959 $ | |
|---|
| TOWER BRIDGE ADVISORS | 12.197.462 $ | -187.364 $ | 12.384.826 $ | +299.242 $ | 12.085.584 $ | -2.509.347 $ | 14.594.931 $ | |
|---|
| Foster Victor Wealth Advisors, LLC | 14.524.505 $ | +601.179 $ | 13.923.326 $ | +1.327.061 $ | 12.596.265 $ | +1.117.292 $ | 11.478.973 $ | |
|---|
| PARTHENON LLC | 14.490.497 $ | +214.771 $ | 14.275.726 $ | | | | | |
|---|
| MARKEL GROUP INC. | 13.808.059 $ | +1.104.491 $ | | | 12.703.568 $ | -1.722.159 $ | 14.425.727 $ | |
|---|
| Tower Research Capital LLC (TRC) | 14.237.901 $ | +3.507.583 $ | 10.730.318 $ | +1.621.671 $ | 9.108.647 $ | -1.903.156 $ | 11.011.803 $ | |
|---|
| Mesirow Financial Investment Management, Inc. | 12.355.407 $ | -1.780.686 $ | 14.136.093 $ | | | | | |
|---|
| Kentucky Retirement Systems | 12.347.887 $ | +264.991 $ | 12.082.896 $ | +446.607 $ | 11.636.289 $ | -2.443.377 $ | 14.079.666 $ | |
|---|
| Headlands Technologies LLC | | | 314.445 $ | -13.501.824 $ | 13.816.269 $ | +4.283.684 $ | 9.532.585 $ | |
|---|
| LOGAN CAPITAL MANAGEMENT INC | 13.658.817 $ | +6.064 $ | 13.652.753 $ | | | | | |
|---|
| Knights of Columbus Asset Advisors LLC | 13.584.455 $ | +6.586.611 $ | 6.997.844 $ | +425.421 $ | 6.572.423 $ | -3.109.353 $ | 9.681.776 $ | |
|---|
| Diversified Trust Co | 11.109.451 $ | +278.861 $ | 10.830.590 $ | -840.160 $ | 11.670.750 $ | -1.891.321 $ | 13.562.071 $ | |
|---|
| SAWGRASS ASSET MANAGEMENT LLC | 920.250 $ | +11.322 $ | 908.928 $ | -33.177 $ | 942.105 $ | -12.598.676 $ | 13.540.781 $ | |
|---|
| Cohen Capital Management, Inc. | 12.948.805 $ | +277.887 $ | 12.670.918 $ | +757.873 $ | 11.913.045 $ | -1.614.992 $ | 13.528.037 $ | |
|---|
| Strategic Wealth Investment Group, LLC | 9.779.392 $ | -3.734.584 $ | 13.513.976 $ | | | | | |
|---|
| Gradient Investments LLC | 509.406 $ | -33.727 $ | 543.133 $ | -11.405.615 $ | 11.948.748 $ | -1.522.948 $ | 13.471.696 $ | |
|---|
| GREENLEAF TRUST | 9.226.327 $ | -137.229 $ | 9.363.556 $ | -778.700 $ | 10.142.256 $ | -3.267.178 $ | 13.409.434 $ | |
|---|
| Y-Intercept (Hong Kong) Ltd | 2.556.091 $ | +930.077 $ | 1.626.014 $ | -11.769.576 $ | 13.395.590 $ | +11.058.625 $ | 2.336.965 $ | |
|---|
| Horizon Investments, LLC | 12.656.455 $ | -715.540 $ | 13.371.995 $ | +6.378.364 $ | 6.993.631 $ | +3.163.864 $ | 3.829.767 $ | |
|---|
| Crossmark Global Holdings, Inc. | 13.285.121 $ | +1.280.731 $ | 12.004.390 $ | +1.749.239 $ | 10.255.151 $ | -1.757.592 $ | 12.012.743 $ | |
|---|
| Ameritas Investment Partners, Inc. | 13.232.942 $ | +540.428 $ | 12.692.514 $ | +845.747 $ | 11.846.767 $ | -590.661 $ | 12.437.428 $ | |
|---|
| FIRST CITIZENS BANK & TRUST CO | 13.120.454 $ | +193.655 $ | 12.926.799 $ | +640.081 $ | 12.286.718 $ | +125.386 $ | 12.161.332 $ | |
|---|
| HIGHLAND CAPITAL MANAGEMENT, LLC | 10.978.831 $ | -2.050.472 $ | 13.029.303 $ | +2.602.674 $ | 10.426.629 $ | -1.462.161 $ | 11.888.790 $ | |
|---|
| Entropy Technologies, LP | | | | | 12.931.337 $ | +1.766.205 $ | 11.165.132 $ | |
|---|
| Eldred Rock Partners, LLC | 12.845.184 $ | +2.249.829 $ | 10.595.355 $ | | | | | |
|---|
| Stockman Wealth Management, Inc. | 12.815.432 $ | +127.141 $ | 12.688.291 $ | +1.161.398 $ | 11.526.893 $ | -487.986 $ | 12.014.879 $ | |
|---|
| Van Cleef Asset Management,Inc | 11.495.836 $ | -118.937 $ | 11.614.773 $ | +603.808 $ | 11.010.965 $ | -1.768.945 $ | 12.779.910 $ | |
|---|
| MONTAG A & ASSOCIATES INC | 12.764.576 $ | +701.828 $ | 12.062.748 $ | +914.936 $ | 11.147.812 $ | -1.301.637 $ | 12.449.449 $ | |
|---|
| AMERICAN NATIONAL BANK & TRUST | 11.380.275 $ | -90.864 $ | 11.471.139 $ | +518.553 $ | 10.952.586 $ | -1.783.617 $ | 12.736.203 $ | |
|---|
| HARTFORD INVESTMENT MANAGEMENT CO | 11.325.594 $ | +65.255 $ | 11.260.339 $ | +357.136 $ | 10.903.203 $ | -1.639.278 $ | 12.542.481 $ | |
|---|
| Ramsay, Stattman, Vela & Price, Inc. | 12.403.860 $ | +164.935 $ | 12.238.925 $ | +729.394 $ | 11.509.531 $ | -974.323 $ | 12.483.854 $ | |
|---|
| Kingsview Wealth Management, LLC | 7.861.009 $ | +984.832 $ | 6.876.177 $ | -240.846 $ | 7.117.023 $ | -5.205.795 $ | 12.322.818 $ | |
|---|
| JB Capital LLC | 12.301.429 $ | +1.079.843 $ | 11.221.586 $ | +1.598.361 $ | 9.623.225 $ | | | |
|---|
| Bridgewater Associates, LP | 12.051.948 $ | | | | | | | |
|---|
| Integrated Wealth Concepts LLC | 5.978.933 $ | -6.061.052 $ | 12.039.985 $ | +1.178.902 $ | 10.861.083 $ | -1.120.761 $ | 11.981.844 $ | |
|---|
| Savant Capital, LLC | 11.633.836 $ | +280.196 $ | 11.353.640 $ | +618.560 $ | 10.735.080 $ | -1.254.759 $ | 11.989.839 $ | |
|---|
| WealthPlan Investment Management, LLC | 6.511.988 $ | -5.425.263 $ | 11.937.251 $ | +434.984 $ | 11.502.267 $ | +16.196 $ | 11.486.071 $ | |
|---|
| Clearline Capital LP | | | 11.901.307 $ | | | | | |
|---|
| Ethic Inc. | 8.628.541 $ | +1.354.846 $ | 7.273.695 $ | +550.187 $ | 6.723.508 $ | -5.151.870 $ | 11.875.378 $ | |
|---|
| MOODY LYNN & LIEBERSON, LLC | 11.852.312 $ | +2.589.592 $ | 9.262.720 $ | +2.225.384 $ | 7.037.336 $ | -3.877.846 $ | 10.915.182 $ | |
|---|
| Goelzer Investment Management, Inc. | 7.402.558 $ | -213.325 $ | 7.615.883 $ | -2.418.239 $ | 10.034.122 $ | -1.790.784 $ | 11.824.906 $ | |
|---|
| AUXIER ASSET MANAGEMENT LLC | 11.324.302 $ | +136.430 $ | 11.187.872 $ | +645.798 $ | 10.542.074 $ | -1.240.811 $ | 11.782.885 $ | |
|---|
| Andra AP-fonden | 11.756.728 $ | +8.049.112 $ | 3.707.616 $ | -2.388.539 $ | 6.096.155 $ | -1.835.671 $ | 7.931.826 $ | |
|---|
| Blue Chip Partners, LLC | 11.585.134 $ | +162.495 $ | 11.422.639 $ | +1.280.392 $ | 10.142.247 $ | -624.856 $ | 10.767.103 $ | |
|---|
| Philip James Wealth Mangement, LLC | 11.545.817 $ | +36.490 $ | 11.509.327 $ | +945.107 $ | 10.564.220 $ | +6.587.085 $ | 3.977.135 $ | |
|---|
| Magnetar Financial LLC | | | 1.259.466 $ | -7.654.555 $ | 8.914.021 $ | -2.576.631 $ | 11.490.652 $ | |
|---|
| GFS Advisors, LLC | 9.849.778 $ | -967.613 $ | 10.817.391 $ | -666.609 $ | 11.484.000 $ | +408.000 $ | 11.076.000 $ | |
|---|
| Advisory Services Network, LLC | 9.724.766 $ | +384.893 $ | 9.339.873 $ | -2.037.162 $ | 11.377.035 $ | +1.353.579 $ | 10.023.456 $ | |
|---|
| WOLVERINE ASSET MANAGEMENT LLC | 8.327.317 $ | -3.002.539 $ | 11.329.856 $ | +1.475.975 $ | 9.853.881 $ | +6.165.657 $ | 3.688.224 $ | |
|---|
| Talbot Financial, LLC | 960.292 $ | -10.354.308 $ | 11.314.600 $ | +1.443.328 $ | 9.871.272 $ | +1.454.696 $ | 8.416.576 $ | |
|---|
| Sky Investment Group LLC | 10.345.326 $ | +141.824 $ | 10.203.502 $ | +526.471 $ | 9.677.031 $ | -1.604.220 $ | 11.281.251 $ | |
|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 10.330.508 $ | +1.227.884 $ | 9.102.624 $ | +416.782 $ | 8.685.842 $ | -2.538.864 $ | 11.224.706 $ | |
|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 11.219.205 $ | +969.793 $ | 10.249.412 $ | +658.592 $ | 9.590.820 $ | -896.241 $ | 10.487.061 $ | |
|---|
| Harbour Trust & Investment Management Co | 9.344.587 $ | -319.932 $ | 9.664.519 $ | +80.396 $ | 9.584.123 $ | -1.628.690 $ | 11.212.813 $ | |
|---|
| OneDigital Investment Advisors LLC | 11.203.700 $ | +3.996.880 $ | 7.206.820 $ | +210.703 $ | 6.996.117 $ | -1.390.784 $ | 8.386.901 $ | |
|---|
| Bard Financial Services, Inc. | | | 11.127.238 $ | +1.245.858 $ | 9.881.380 $ | -1.194.877 $ | 11.076.257 $ | |
|---|
| CULLEN INVESTMENT GROUP, LTD. | 7.509.896 $ | -3.607.288 $ | 11.117.184 $ | +1.068.946 $ | 10.048.238 $ | +5.214.812 $ | 4.833.426 $ | |
|---|
| NORTHEAST INVESTMENT MANAGEMENT | 8.745.965 $ | -281.237 $ | 9.027.202 $ | +353.494 $ | 8.673.708 $ | -2.414.205 $ | 11.087.913 $ | |
|---|
| ST GERMAIN D J CO INC | 10.426.728 $ | +158.457 $ | 10.268.271 $ | +450.571 $ | 9.817.700 $ | -1.234.266 $ | 11.051.966 $ | |
|---|
| Allied Investment Advisors, LLC | 11.040.850 $ | +740.278 $ | 10.300.572 $ | +1.299.669 $ | 9.000.903 $ | -575.015 $ | 9.575.918 $ | |
|---|
| Carnegie Investment Counsel | 10.829.402 $ | +825.229 $ | 10.004.173 $ | | | | | |
|---|
| JLB & ASSOCIATES INC | 10.027.886 $ | +55.382 $ | 9.972.504 $ | +822.528 $ | 9.149.976 $ | -1.670.594 $ | 10.820.570 $ | |
|---|
| FACTORY MUTUAL INSURANCE CO | 10.706.592 $ | -107.288 $ | 10.813.880 $ | | | | | |
|---|
| Cassaday & Co Wealth Management LLC | 10.753.458 $ | +203.950 $ | 10.549.508 $ | | | | | |
|---|
| Fiduciary Group, LLC | 9.612.954 $ | -225.057 $ | 9.838.011 $ | +442.322 $ | 9.395.689 $ | -1.342.778 $ | 10.738.467 $ | |
|---|
| Violich Capital Management, Inc. | 10.477.821 $ | -251.093 $ | 10.728.914 $ | +482.346 $ | 10.246.568 $ | +10.233.410 $ | 13.158 $ | |
|---|
| MASTERINVEST Kapitalanlage GmbH | 10.666.544 $ | +1.022.389 $ | 9.644.155 $ | +201.182 $ | 9.442.973 $ | | | |
|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 9.809.803 $ | +148.027 $ | 9.661.776 $ | +446.001 $ | 9.215.775 $ | -1.425.815 $ | 10.641.590 $ | |
|---|
| Wealth Advisory Solutions, LLC | 10.441.511 $ | +149.787 $ | 10.291.724 $ | +565.658 $ | 9.726.066 $ | +4.227.229 $ | 5.498.837 $ | |
|---|
| AG2R LA MONDIALE GESTION D'ACTIFS | 10.420.700 $ | +1.396.690 $ | 9.024.010 $ | +0 $ | 9.024.010 $ | +109.991 $ | 8.914.019 $ | |
|---|
| ENTERPRISE FINANCIAL SERVICES CORP | 9.788.350 $ | +170.458 $ | 9.617.892 $ | +563.514 $ | 9.054.378 $ | -1.304.376 $ | 10.358.754 $ | |
|---|
| 1ST SOURCE BANK | 9.240.248 $ | -31.320 $ | 9.271.568 $ | +359.396 $ | 8.912.172 $ | -1.444.034 $ | 10.356.206 $ | |
|---|
| Stratos Wealth Partners, LTD. | 9.976.833 $ | -353.797 $ | 10.330.630 $ | | | | | |
|---|
| AlTi Global, Inc. | 10.324.285 $ | +697.371 $ | 9.626.914 $ | +299.587 $ | 9.327.327 $ | +6.124.174 $ | 3.203.153 $ | |
|---|
| Bath Savings Trust Co | 8.872.837 $ | -186.526 $ | 9.059.363 $ | +134.515 $ | 8.924.848 $ | -1.388.475 $ | 10.313.323 $ | |
|---|
| Cardinal Point Capital Management ULC | 10.221.064 $ | +498.122 $ | 9.722.942 $ | +1.869.863 $ | 7.853.079 $ | -662.763 $ | 8.515.842 $ | |
|---|
| CARY STREET PARTNERS FINANCIAL LLC | 9.968.052 $ | -188.048 $ | 10.156.100 $ | +815.104 $ | 9.340.996 $ | -831.814 $ | 10.172.810 $ | |
|---|
| Generate Investment Management Ltd | | | 10.162.098 $ | | | | | |
|---|
| Lombard Odier Asset Management (Switzerland) SA | 10.145.285 $ | +1.256.978 $ | 8.888.307 $ | -726.054 $ | 9.614.361 $ | -456.359 $ | 10.070.720 $ | |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 9.593.983 $ | +164.307 $ | 9.429.676 $ | +756.447 $ | 8.673.229 $ | -1.390.821 $ | 10.064.050 $ | |
|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 9.975.357 $ | +976.664 $ | 8.998.693 $ | +2.000.177 $ | 6.998.516 $ | +157.803 $ | 6.840.713 $ | |
|---|
| TECTONIC ADVISORS LLC | 9.957.874 $ | +807.846 $ | 9.150.028 $ | | | | | |
|---|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 9.697.176 $ | +646.435 $ | 9.050.741 $ | +433.584 $ | 8.617.157 $ | -1.340.510 $ | 9.957.667 $ | |
|---|
| Union Bancaire Privee, UBP SA | 6.874.543 $ | -3.062.478 $ | 9.937.021 $ | +882.652 $ | 9.054.369 $ | +2.032.157 $ | 7.022.212 $ | |
|---|
| First Financial Bank - Trust Division | 8.501.550 $ | -96.333 $ | 8.597.883 $ | +262.076 $ | 8.335.807 $ | -1.557.524 $ | 9.893.331 $ | |
|---|
| NORTH STAR ASSET MANAGEMENT INC | 8.272.507 $ | -1.091.656 $ | 9.364.163 $ | +294.365 $ | 9.069.798 $ | -814.760 $ | 9.884.558 $ | |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | | | | | | | 9.874.840 $ | |
|---|
| Maryland State Retirement & Pension System | 9.803.708 $ | +210.392 $ | 9.593.316 $ | | | | | |
|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 9.328.800 $ | +200.200 $ | 9.128.600 $ | +546.000 $ | 8.582.600 $ | -1.163.500 $ | 9.746.100 $ | |
|---|
| Ancora Advisors LLC | 9.342.544 $ | -50.190 $ | 9.392.734 $ | +540.952 $ | 8.851.782 $ | -888.333 $ | 9.740.115 $ | |
|---|
| Watts Gwilliam & Co., LLC | | | 9.098.746 $ | -17.390 $ | 9.116.136 $ | -620.049 $ | 9.736.185 $ | |
|---|
| New Age Alpha Advisors, LLC | 8.871.115 $ | -838.064 $ | 9.709.179 $ | | | | | |
|---|
| Farther Finance Advisors, LLC | 9.600.499 $ | +3.432.938 $ | 6.167.561 $ | +1.247.340 $ | 4.920.221 $ | -938.959 $ | 5.859.180 $ | |
|---|
| Vise Technologies, Inc. | 9.510.289 $ | +3.399.671 $ | 6.110.618 $ | | | | | |
|---|
| Narwhal Capital Management | 8.238.445 $ | -1.270.714 $ | 9.509.159 $ | | | | | |
|---|
| UNITED BANK | 8.314.832 $ | -750.288 $ | 9.065.120 $ | -323.977 $ | 9.389.097 $ | -98.050 $ | 9.487.147 $ | |
|---|
| Sage Capital Advisors,llc | 9.029.334 $ | +159.158 $ | 8.870.176 $ | +532.176 $ | 8.338.000 $ | -1.029.237 $ | 9.367.237 $ | |
|---|
| HUTNER CAPITAL MANAGEMENT INC | 9.359.561 $ | +585.879 $ | 8.773.682 $ | +1.517.117 $ | 7.256.565 $ | -918.949 $ | 8.175.514 $ | |
|---|
| FORA Capital, LLC | | | 345.623 $ | -6.636.256 $ | 6.981.879 $ | -2.372.428 $ | 9.354.307 $ | |
|---|
| Engineers Gate Manager LP | 2.241.208 $ | -7.087.940 $ | 9.329.148 $ | | | | | |
|---|
| PETTYJOHN, WOOD & WHITE, INC | 9.283.305 $ | +454.965 $ | 8.828.340 $ | +809.946 $ | 8.018.394 $ | -958.964 $ | 8.977.358 $ | |
|---|
| First Eagle Investment Management, LLC | 6.383.770 $ | +101.889 $ | 6.281.881 $ | +323.312 $ | 5.958.569 $ | -3.287.781 $ | 9.246.350 $ | |
|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 8.936.835 $ | +134.208 $ | 8.802.627 $ | +772.097 $ | 8.030.530 $ | -1.159.281 $ | 9.189.811 $ | |
|---|
| CANANDAIGUA NATIONAL BANK & TRUST CO | 8.612.635 $ | -575.371 $ | 9.188.006 $ | +289.038 $ | 8.898.968 $ | | | |
|---|
| FIRST MERCHANTS CORP | 7.362.146 $ | +24.998 $ | 7.337.148 $ | +108.486 $ | 7.228.662 $ | -1.951.564 $ | 9.180.226 $ | |
|---|
| Borer Denton & Associates, Inc. | 9.158.322 $ | +566.039 $ | 8.592.283 $ | +581.791 $ | 8.010.492 $ | -1.119.529 $ | 9.130.021 $ | |
|---|
| Plato Investment Management Ltd | 8.997.282 $ | +539.078 $ | 8.458.204 $ | +1.633.719 $ | 6.824.485 $ | -791.192 $ | 7.615.677 $ | |
|---|
| Avantax Planning Partners, Inc. | 8.981.871 $ | +1.079.184 $ | 7.902.687 $ | | | | | |
|---|
| PKO Investment Management Joint-Stock Co | 8.225.705 $ | +1.765.465 $ | 6.460.240 $ | -2.518.479 $ | 8.978.719 $ | +4.480.520 $ | 4.498.199 $ | |
|---|
| ACADEMY CAPITAL MANAGEMENT | 1.933.071 $ | -38.847 $ | 1.971.918 $ | -5.850.473 $ | 7.822.391 $ | -1.151.605 $ | 8.973.996 $ | |
|---|
| Valeo Financial Advisors, LLC | 7.740.781 $ | -571.528 $ | 8.312.309 $ | -648.129 $ | 8.960.438 $ | +453.836 $ | 8.506.602 $ | |
|---|
| Marietta Wealth Management, LLC | 8.959.752 $ | +248.737 $ | 8.711.015 $ | +850.977 $ | 7.860.038 $ | -727.754 $ | 8.587.792 $ | |
|---|
| Visionary Wealth Advisors | 8.951.327 $ | +228.597 $ | 8.722.730 $ | +743.868 $ | 7.978.862 $ | +198.116 $ | 7.780.746 $ | |
|---|
| CAMDEN NATIONAL BANK | 8.624.547 $ | +223.427 $ | 8.401.120 $ | +535.498 $ | 7.865.622 $ | -1.082.347 $ | 8.947.969 $ | |
|---|
| Alphadyne Asset Management LP | 8.931.250 $ | +7.470.624 $ | | | 1.460.626 $ | | | |
|---|
| QUADRANT CAPITAL GROUP LLC | 8.882.612 $ | +38.964 $ | 8.843.648 $ | +4.491.489 $ | | | 4.352.159 $ | |
|---|
| TOTH FINANCIAL ADVISORY CORP | 8.549.841 $ | +910.031 $ | 7.639.810 $ | +706.301 $ | 6.933.509 $ | -1.882.058 $ | 8.815.567 $ | |
|---|
| DEAN INVESTMENT ASSOCIATES, LLC | 8.561.124 $ | -245.038 $ | 8.806.162 $ | +393.882 $ | 8.412.280 $ | +1.372.884 $ | 7.039.396 $ | |
|---|
| BNP PARIBAS | 8.802.298 $ | +3.083.651 $ | 5.718.647 $ | +1.313.826 $ | 4.404.821 $ | -1.991.398 $ | 6.396.219 $ | |
|---|
| River Wealth Advisors LLC | 8.787.478 $ | +1.517.621 $ | 7.269.857 $ | +610.537 $ | 6.659.320 $ | -759.590 $ | 7.418.910 $ | |
|---|
| Jacobi Capital Management LLC | 7.435.631 $ | -1.248.870 $ | 8.684.501 $ | +581.443 $ | 8.103.058 $ | -570.207 $ | 8.673.265 $ | |
|---|
| CAPE COD FIVE CENTS SAVINGS BANK | 8.667.958 $ | +0 $ | 8.667.958 $ | +0 $ | 8.667.958 $ | +0 $ | 8.667.958 $ | |
|---|
| Northwest & Ethical Investments L.P. | 8.606.798 $ | +544.837 $ | 8.061.961 $ | +754.999 $ | 7.306.962 $ | +2.506.334 $ | 4.800.628 $ | |
|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 8.523.466 $ | +3.880.226 $ | 4.643.240 $ | +824.656 $ | 3.818.584 $ | -4.778.933 $ | 8.597.517 $ | |
|---|
| Soltis Investment Advisors LLC | 8.541.615 $ | +2.716.311 $ | 5.825.304 $ | +5.016.150 $ | 809.154 $ | -7.086 $ | 816.240 $ | |
|---|
| OVERSEA-CHINESE BANKING Corp Ltd | 656.748 $ | +87.686 $ | 569.062 $ | -7.957.763 $ | 8.526.825 $ | +3.175.931 $ | 5.350.894 $ | |
|---|
| NIXON PEABODY TRUST CO | 5.808.541 $ | -14.804 $ | 5.823.345 $ | -228.312 $ | 6.051.657 $ | -2.443.793 $ | 8.495.450 $ | |
|---|
| LMCG INVESTMENTS, LLC | 8.491.361 $ | +4.993.141 $ | 3.498.220 $ | | | | | |
|---|
| BAR HARBOR WEALTH MANAGEMENT | 7.881.257 $ | +84.450 $ | 7.796.807 $ | +497.504 $ | 7.299.303 $ | -1.182.653 $ | 8.481.956 $ | |
|---|
| Dynamic Advisor Solutions LLC | 8.462.043 $ | +171.927 $ | 8.290.116 $ | +729.363 $ | 7.560.753 $ | -709.460 $ | 8.270.213 $ | |
|---|
| M. Kraus & Co | 7.585.077 $ | +39.613 $ | 7.545.464 $ | +343.300 $ | 7.202.164 $ | -1.205.469 $ | 8.407.633 $ | |
|---|
| PATTEN & PATTEN INC/TN | 7.114.158 $ | -59.532 $ | 7.173.690 $ | +71.648 $ | 7.102.042 $ | -1.292.638 $ | 8.394.680 $ | |
|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 7.445.732 $ | +459.108 $ | 6.986.624 $ | -112.915 $ | 7.099.539 $ | -1.276.802 $ | 8.376.341 $ | |
|---|
| River Road Asset Management, LLC | 7.713.482 $ | -180.931 $ | 7.894.413 $ | -23.850 $ | 7.918.263 $ | -424.249 $ | 8.342.512 $ | |
|---|
| Meridian Wealth Management, LLC | 8.063.194 $ | +316.850 $ | 7.746.344 $ | +327.517 $ | 7.418.827 $ | -871.512 $ | 8.290.339 $ | |
|---|
| Alaska Permanent Fund Corp | | | | | | | 8.261.974 $ | |
|---|
| Peregrine Asset Advisers, Inc. | 8.205.035 $ | +2.460.341 $ | 5.744.694 $ | +3.852.329 $ | 1.892.365 $ | +1.175.299 $ | 717.066 $ | |
|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 7.407.438 $ | -371.446 $ | 7.778.884 $ | +608.497 $ | 7.170.387 $ | -973.361 $ | 8.143.748 $ | |
|---|
| TRITONPOINT WEALTH, LLC | 7.379.272 $ | +184.250 $ | 7.195.022 $ | +315.078 $ | 6.879.944 $ | -1.219.427 $ | 8.099.371 $ | |
|---|
| FIL Ltd | 7.971.818 $ | +5.044.487 $ | 2.927.331 $ | | | | | |
|---|
| McCollum Christoferson Group LLC | 1.650.911 $ | -14.427 $ | 1.665.338 $ | -4.937.850 $ | 6.603.188 $ | -1.355.777 $ | 7.958.965 $ | |
|---|
| Bryn Mawr Trust Advisors, LLC | 7.684.638 $ | +209.822 $ | 7.474.816 $ | +482.310 $ | 6.992.506 $ | -949.782 $ | 7.942.288 $ | |
|---|
| New Capital Management LP | 7.611.333 $ | +163.342 $ | 7.447.991 $ | +454.986 $ | 6.993.005 $ | -948.006 $ | 7.941.011 $ | |
|---|
| TRUST CO OF TOLEDO NA /OH/ | 7.184.754 $ | +7.989 $ | 7.176.765 $ | +295.104 $ | 6.881.661 $ | -1.026.025 $ | 7.907.686 $ | |
|---|
| PIONEER TRUST BANK N A/OR | 7.404.483 $ | -117.764 $ | 7.522.247 $ | +622.233 $ | 6.900.014 $ | -961.640 $ | 7.861.654 $ | |
|---|
| Commonwealth Retirement Investments LLC | 7.805.458 $ | +75.240 $ | 7.730.218 $ | +695.891 $ | 7.034.327 $ | +3.126.660 $ | 3.907.667 $ | |
|---|
| Wills Financial Group LLC | 7.306.927 $ | +21.078 $ | 7.285.849 $ | +378.261 $ | 6.907.588 $ | -870.572 $ | 7.778.160 $ | |
|---|
| LaFleur & Godfrey LLC | 6.661.263 $ | -17.008 $ | 6.678.271 $ | -71.625 $ | 6.749.896 $ | -1.019.164 $ | 7.769.060 $ | |
|---|
| Towne Trust Company, N.A | 7.363.868 $ | +17.732 $ | 7.346.136 $ | +575.125 $ | 6.771.011 $ | -995.581 $ | 7.766.592 $ | |
|---|
| Parallel Advisors, LLC | 7.762.447 $ | +596.165 $ | 7.166.282 $ | +2.477.551 $ | 4.688.731 $ | -526.301 $ | 5.215.032 $ | |
|---|
| FineMark National Bank & Trust | 6.514.516 $ | +9.195 $ | 6.505.321 $ | +21.233 $ | 6.484.088 $ | -1.176.946 $ | 7.661.034 $ | |
|---|
| Shelter Mutual Insurance Co | 7.322.390 $ | +157.141 $ | 7.165.249 $ | +428.568 $ | 6.736.681 $ | -913.258 $ | 7.649.939 $ | |
|---|
| MIRABELLA FINANCIAL SERVICES LLP | 533.463 $ | -4.074.724 $ | 4.608.187 $ | +2.895.740 $ | 1.712.447 $ | -5.916.893 $ | 7.629.340 $ | |
|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 7.614.375 $ | +408.581 $ | 7.205.794 $ | +463.167 $ | 6.742.627 $ | -358.302 $ | 7.100.929 $ | |
|---|
| Fulcrum Capital LLC | 6.869.750 $ | +283.233 $ | 6.586.517 $ | +21.340 $ | 6.565.177 $ | -1.010.916 $ | 7.576.093 $ | |
|---|
| CreativeOne Wealth, LLC | 7.529.149 $ | +229.556 $ | 7.299.593 $ | +970.671 $ | 6.328.922 $ | -969.397 $ | 7.298.319 $ | |
|---|
| Windle Wealth, LLC | 7.507.557 $ | +187.382 $ | 7.320.175 $ | | | | | |
|---|
| SVB WEALTH LLC | 7.418.651 $ | -69.430 $ | 7.488.081 $ | +825.182 $ | 6.662.899 $ | | | |
|---|
| PINNBROOK CAPITAL MANAGEMENT LP | 7.472.225 $ | | | | | | | |
|---|
| Canada Post Corp Registered Pension Plan | 7.467.489 $ | +1.057.094 $ | 6.410.395 $ | +600.503 $ | 5.809.892 $ | | | |
|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7.227.093 $ | -235.046 $ | 7.462.139 $ | +879.681 $ | 6.582.458 $ | -369.510 $ | 6.951.968 $ | |
|---|
| Alberta Investment Management Corp | | | 7.443.320 $ | | | | | |
|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.200.814 $ | -2.146.187 $ | 7.347.001 $ | | | | | |
|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6.886.644 $ | -139.410 $ | 7.026.054 $ | +811.345 $ | 6.214.709 $ | -1.130.831 $ | 7.345.540 $ | |
|---|
| LETSON INVESTMENT MANAGEMENT, INC. | 6.907.281 $ | +77.592 $ | 6.829.689 $ | +413.397 $ | 6.416.292 $ | -919.395 $ | 7.335.687 $ | |
|---|
| Oak Harvest Investment Services | 7.304.874 $ | +256.200 $ | 7.048.674 $ | +3.667.729 $ | 3.380.945 $ | -2.829.688 $ | 6.210.633 $ | |
|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.883.626 $ | -50.981 $ | 6.934.607 $ | +382.489 $ | 6.552.118 $ | -735.608 $ | 7.287.726 $ | |
|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 451.083 $ | +9.399 $ | 441.684 $ | +26.418 $ | 415.266 $ | -6.826.536 $ | 7.241.802 $ | |
|---|
| ADELL HARRIMAN & CARPENTER INC | 4.688.540 $ | +15.371 $ | 4.673.169 $ | -246.799 $ | 4.919.968 $ | -2.265.936 $ | 7.185.904 $ | |
|---|
| J.W. COLE ADVISORS, INC. | 6.108.374 $ | -1.061.055 $ | 7.169.429 $ | | | | | |
|---|
| Lafayette Investments, Inc. | 6.735.634 $ | -31.141 $ | 6.766.775 $ | +347.566 $ | 6.419.209 $ | -748.715 $ | 7.167.924 $ | |
|---|
| Beacon Harbor Wealth Advisors, Inc. | 3.138.352 $ | -2.853.380 $ | 5.991.732 $ | +1.418.659 $ | 4.573.073 $ | -2.568.869 $ | 7.141.942 $ | |
|---|
| Financial & Tax Architects, LLC | 7.057.472 $ | -74.558 $ | 7.132.030 $ | | | | | |
|---|
| Empirical Finance, LLC | 6.629.763 $ | -151.102 $ | 6.780.865 $ | -343.234 $ | | | 7.124.099 $ | |
|---|
| WHITENER CAPITAL MANAGEMENT, INC. | 7.098.212 $ | +469.023 $ | 6.629.189 $ | | | | | |
|---|
| GAMMA Investing LLC | 7.053.003 $ | +719.825 $ | 6.333.178 $ | +1.802.622 $ | 4.530.556 $ | -58.058 $ | 4.588.614 $ | |
|---|
| Granite Investment Partners, LLC | 6.308.996 $ | +81.325 $ | 6.227.671 $ | +271.479 $ | 5.956.192 $ | -1.084.241 $ | 7.040.433 $ | |
|---|
| Jasper Ridge Partners, L.P. | 7.032.480 $ | +150.920 $ | 6.881.560 $ | | | | | |
|---|
| CYPRESS ASSET MANAGEMENT INC/TX | 6.714.870 $ | -297.861 $ | 7.012.731 $ | | | | | |
|---|
| ICICI Prudential Asset Management Co Ltd | 6.952.683 $ | +278.272 $ | 6.674.411 $ | | | | | |
|---|
| Howard Capital Management Inc. | 6.849.636 $ | +1.043.566 $ | 5.806.070 $ | | | | | |
|---|
| Wealthspire Advisors, LLC | 6.701.786 $ | +1.494.215 $ | 5.207.571 $ | +56.190 $ | 5.151.381 $ | -238.881 $ | 5.390.262 $ | |
|---|
| Douglass Winthrop Advisors, LLC | 6.481.220 $ | +237.258 $ | 6.243.962 $ | +1.080.010 $ | 5.163.952 $ | -1.497.432 $ | 6.661.384 $ | |
|---|
| Capital Investment Advisors, LLC | 6.650.698 $ | +346.630 $ | 6.304.068 $ | +892.173 $ | 5.411.895 $ | -684.270 $ | 6.096.165 $ | |
|---|
| SEARLE & CO. | 6.621.152 $ | +108.668 $ | 6.512.484 $ | | | | | |
|---|
| Penobscot Investment Management Company, Inc. | 6.575.656 $ | -19.968 $ | 6.595.624 $ | | | | | |
|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 6.239.909 $ | -316.340 $ | 6.556.249 $ | +569.127 $ | 5.987.122 $ | -378.168 $ | 6.365.290 $ | |
|---|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6.270.389 $ | +142.430 $ | 6.127.959 $ | +352.661 $ | 5.775.298 $ | -765.085 $ | 6.540.383 $ | |
|---|
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.761.405 $ | +111.527 $ | 5.649.878 $ | +251.111 $ | 5.398.767 $ | -1.136.196 $ | 6.534.963 $ | |
|---|
| Ascent Group, LLC | 6.511.837 $ | +541.966 $ | 5.969.871 $ | +1.864.918 $ | 4.104.953 $ | -663.845 $ | 4.768.798 $ | |
|---|
| HighPoint Advisor Group LLC | | | 6.171.887 $ | +355.918 $ | 5.815.969 $ | -619.798 $ | 6.435.767 $ | |
|---|
| CHEMUNG CANAL TRUST CO | 6.425.679 $ | +1.276.588 $ | 5.149.091 $ | +380.206 $ | 4.768.885 $ | | | |
|---|
| Ironwood Investment Counsel, LLC | 6.424.788 $ | +195.302 $ | 6.229.486 $ | +564.212 $ | 5.665.274 $ | -631.274 $ | 6.296.548 $ | |
|---|
| China Universal Asset Management Co., Ltd. | 6.116.631 $ | +549.589 $ | 5.567.042 $ | +838.690 $ | 4.728.352 $ | -1.627.155 $ | 6.355.507 $ | |
|---|
| Fluent Financial, LLC | 6.337.269 $ | | | | | | | |
|---|
| Financial Strategies Group, Inc. | 6.013.982 $ | -27.313 $ | 6.041.295 $ | -291.295 $ | 6.332.590 $ | +442.578 $ | 5.890.012 $ | |
|---|
| Blue Trust, Inc. | 5.908.945 $ | -171.795 $ | 6.080.740 $ | +373.990 $ | 5.706.750 $ | -574.442 $ | 6.281.192 $ | |
|---|
| Mengis Capital Management, Inc. | 6.257.237 $ | +1.006.415 $ | 5.250.822 $ | +531.405 $ | 4.719.417 $ | -1.308.657 $ | 6.028.074 $ | |
|---|
| InvesTrust | 2.394.487 $ | -388.893 $ | 2.783.380 $ | +178.495 $ | 2.604.885 $ | -3.647.163 $ | 6.252.048 $ | |
|---|
| Allen Capital Group, LLC | 6.228.122 $ | +191.519 $ | 6.036.603 $ | +679.623 $ | 5.356.980 $ | +2.762.699 $ | 2.594.281 $ | |
|---|
| NICOLET ADVISORY SERVICES, LLC | 4.958.981 $ | -1.045.164 $ | 6.004.145 $ | -6.969 $ | 6.011.114 $ | -185.404 $ | 6.196.518 $ | |
|---|
| McKinley Carter Wealth Services, Inc. | 6.154.825 $ | +254.232 $ | 5.900.593 $ | | | | | |
|---|
| VAN STRUM & TOWNE INC. | 5.832.941 $ | +130.515 $ | 5.702.426 $ | +317.702 $ | 5.384.724 $ | -759.968 $ | 6.144.692 $ | |
|---|
| LGT Fund Management Co Ltd. | 6.109.212 $ | +401.075 $ | 5.708.137 $ | -9.591 $ | 5.717.728 $ | +2.785.951 $ | 2.931.777 $ | |
|---|
| Qsemble Capital Management, LP | | | 6.101.556 $ | +3.148.638 $ | | | 2.952.918 $ | |
|---|
| ALBION FINANCIAL GROUP /UT | 5.480.703 $ | -363.950 $ | 5.844.653 $ | +506.703 $ | 5.337.950 $ | -749.718 $ | 6.087.668 $ | |
|---|
| Sciencast Management LP | 6.049.655 $ | +1.701.633 $ | 4.348.022 $ | | | | | |
|---|
| Sound View Wealth Advisors Group, LLC | 6.024.749 $ | +115.872 $ | 5.908.877 $ | | | | | |
|---|
| Equitable Holdings, Inc. | 5.132.562 $ | -179.160 $ | 5.311.722 $ | +181.572 $ | 5.130.150 $ | -869.999 $ | 6.000.149 $ | |
|---|
| Pavion Blue Capital, LLC | 5.988.502 $ | +129.359 $ | 5.859.143 $ | | | | | |
|---|
| WINTON GROUP Ltd | | | 5.976.003 $ | +4.692.667 $ | | | 1.283.336 $ | |
|---|
| StoneX Group Inc. | 5.210.063 $ | -126.239 $ | 5.336.302 $ | -632.616 $ | 5.968.918 $ | | | |
|---|
| American Assets Investment Management, LLC | 5.712.096 $ | +122.584 $ | 5.589.512 $ | +334.320 $ | 5.255.192 $ | -712.420 $ | 5.967.612 $ | |
|---|
| ProVise Management Group, LLC | 5.931.784 $ | +883.427 $ | 5.048.357 $ | | | | | |
|---|
| F/m Investments LLC | 1.615.888 $ | +10.241 $ | 1.605.647 $ | +96.147 $ | 1.509.500 $ | -4.418.696 $ | 5.928.196 $ | |
|---|
| Bleakley Financial Group, LLC | 5.927.857 $ | +392.062 $ | 5.535.795 $ | +669.653 $ | 4.866.142 $ | -1.018.105 $ | 5.884.247 $ | |
|---|
| Sowell Financial Services LLC | 5.905.039 $ | +429.232 $ | 5.475.807 $ | +796.135 $ | 4.679.672 $ | -258.629 $ | 4.938.301 $ | |
|---|
| Independence Bank of Kentucky | 5.696.022 $ | +117.745 $ | 5.578.277 $ | +410.495 $ | 5.167.782 $ | -688.125 $ | 5.855.907 $ | |
|---|
| Eastover Investment Advisors LLC | | | | | | | 5.854.407 $ | |
|---|
| DJE Kapital AG | 5.841.082 $ | +1.993.398 $ | 3.847.684 $ | +0 $ | 3.847.684 $ | -1.453.092 $ | 5.300.776 $ | |
|---|
| Citizens National Bank Trust Department | 5.833.083 $ | +138.522 $ | 5.694.561 $ | +697.639 $ | 4.996.922 $ | -711.894 $ | 5.708.816 $ | |
|---|
| DARK FOREST CAPITAL MANAGEMENT LP | | | | | 5.831.018 $ | +95.663 $ | 5.735.355 $ | |
|---|
| Moloney Securities Asset Management, LLC | | | 5.581.989 $ | -223.941 $ | 5.805.930 $ | +3.031.665 $ | 2.774.265 $ | |
|---|
| NORTHCAPE WEALTH MANAGEMENT, LLC | 5.805.926 $ | +748.991 $ | 5.056.935 $ | +477.263 $ | 4.579.672 $ | -529.688 $ | 5.109.360 $ | |
|---|
| Pacifica Partners Inc. | 5.766.146 $ | -23.735 $ | 5.789.881 $ | +825.431 $ | 4.964.450 $ | +1.218.537 $ | 3.745.913 $ | |
|---|
| NewSquare Capital LLC | 4.195.446 $ | -1.587.800 $ | 5.783.246 $ | +453.414 $ | 5.329.832 $ | -391.973 $ | 5.721.805 $ | |
|---|
| Vivaldi Capital Management LP | 5.730.403 $ | +280.972 $ | 5.449.431 $ | +939.267 $ | 4.510.164 $ | -617.538 $ | 5.127.702 $ | |
|---|
| Pathway Financial Advisers, LLC | 5.693.525 $ | +76.230 $ | 5.617.295 $ | +609.742 $ | 5.007.553 $ | -503.893 $ | 5.511.446 $ | |
|---|
| JGP Wealth Management, LLC | 5.691.086 $ | +311.966 $ | 5.379.120 $ | | | | | |
|---|
| Adams Asset Advisors, LLC | 5.656.267 $ | +1.128.762 $ | 4.527.505 $ | +757.235 $ | 3.770.270 $ | -1.364.275 $ | 5.134.545 $ | |
|---|
| Bridge Creek Capital Management LLC | | | 5.517.467 $ | +263.991 $ | 5.253.476 $ | -398.363 $ | 5.651.839 $ | |
|---|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 4.779.028 $ | +23.354 $ | 4.755.674 $ | -164.350 $ | 4.920.024 $ | -725.460 $ | 5.645.484 $ | |
|---|
| Slagle Financial, LLC | 5.642.179 $ | +398.754 $ | 5.243.425 $ | | | | | |
|---|
| Destination Wealth Management | 5.640.743 $ | +114.942 $ | 5.525.801 $ | +421.022 $ | 5.104.779 $ | -392.507 $ | 5.497.286 $ | |
|---|
| ALPINE WOODS CAPITAL INVESTORS, LLC | 5.631.725 $ | +767.024 $ | 4.864.701 $ | +3.022.083 $ | 1.842.618 $ | -2.020.586 $ | 3.863.204 $ | |
|---|
| Leonteq Securities AG | | | 1.770.668 $ | -3.847.370 $ | 5.618.038 $ | +3.135.397 $ | 2.482.641 $ | |
|---|
| HBK Sorce Advisory LLC | 5.597.914 $ | +575.334 $ | 5.022.580 $ | +888.395 $ | 4.134.185 $ | -567.483 $ | 4.701.668 $ | |
|---|
| Osprey Private Wealth LLC | 5.576.470 $ | +1.454.556 $ | 4.121.914 $ | +1.322.256 $ | 2.799.658 $ | | | |
|---|
| LOUNTZIS ASSET MANAGEMENT, LLC | 5.515.008 $ | +150.621 $ | 5.364.387 $ | +320.855 $ | 5.043.532 $ | -65.699 $ | 5.109.231 $ | |
|---|
| Shorepoint Capital Partners LLC | | | 5.280.755 $ | -223.640 $ | | | 5.504.395 $ | |
|---|
| FRG Family Wealth Advisors LLC | 4.924.171 $ | +30.817 $ | 4.893.354 $ | +207.517 $ | 4.685.837 $ | -793.270 $ | 5.479.107 $ | |
|---|
| Kensington Investment Counsel, LLC | 5.448.477 $ | +421.260 $ | 5.027.217 $ | +392.072 $ | 4.635.145 $ | -394.892 $ | 5.030.037 $ | |
|---|
| Iowa State Bank | 4.550.589 $ | -60.758 $ | 4.611.347 $ | -92.050 $ | 4.703.397 $ | -713.186 $ | 5.416.583 $ | |
|---|
| BCWM, LLC | 5.415.858 $ | +178.862 $ | 5.236.996 $ | +343.594 $ | 4.893.402 $ | | | |
|---|
| BUCKHEAD CAPITAL MANAGEMENT LLC | 5.372.941 $ | | | | | | | |
|---|
| Pinnacle Wealth Management Advisory Group, LLC | 5.365.631 $ | +1.970.923 $ | 3.394.708 $ | +196.552 $ | 3.198.156 $ | -452.900 $ | 3.651.056 $ | |
|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 5.155.407 $ | +707.953 $ | 4.447.454 $ | +264.294 $ | 4.183.160 $ | -1.163.701 $ | 5.346.861 $ | |
|---|
| Capital Investment Counsel, LLC | 5.000.716 $ | +148.290 $ | 4.852.426 $ | +18.627 $ | 4.833.799 $ | -480.613 $ | 5.314.412 $ | |
|---|
| MUFG SECURITIES AMERICAS INC. | 5.286.703 $ | +101.799 $ | 5.184.904 $ | +1.172.605 $ | 4.012.299 $ | +372.206 $ | 3.640.093 $ | |
|---|
| Kennon-Green & Company, LLC | 5.248.667 $ | +1.655.369 $ | 3.593.298 $ | +451.073 $ | 3.142.225 $ | +58.109 $ | 3.084.116 $ | |
|---|
| Verdence Capital Advisors LLC | 4.886.666 $ | -342.341 $ | 5.229.007 $ | +1.039.812 $ | 4.189.195 $ | -533.429 $ | 4.722.624 $ | |
|---|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 4.908.459 $ | -305.590 $ | 5.214.049 $ | | | | | |
|---|
| AMG National Trust Bank | 5.176.480 $ | +56.881 $ | 5.119.599 $ | +865.798 $ | 4.253.801 $ | -521.939 $ | 4.775.740 $ | |
|---|
| Kentucky Retirement Systems Insurance Trust Fund | 5.175.762 $ | +111.074 $ | 5.064.688 $ | | | | | |
|---|
| Capricorn Fund Managers Ltd | 3.755.344 $ | -1.395.714 $ | 5.151.058 $ | +2.468.797 $ | 2.682.261 $ | | | |
|---|
| DLK Investment Management, LLC | 5.136.213 $ | | | | | | | |
|---|
| Tufton Capital Management | 4.334 $ | +72 $ | 4.262 $ | -99 $ | 4.361 $ | -5.104.644 $ | 5.109.005 $ | |
|---|
| Caprock Group, LLC | 4.960.413 $ | +556.789 $ | 4.403.624 $ | -683.740 $ | | | 5.087.364 $ | |
|---|
| Summit Financial, LLC | | | | | 5.081.442 $ | +843.929 $ | 4.237.513 $ | |
|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 5.056.015 $ | +228.449 $ | 4.827.566 $ | | | | | |
|---|
| Capula Management Ltd | 1.695.976 $ | -3.359.442 $ | 5.055.418 $ | +4.159.922 $ | 895.496 $ | -460.112 $ | 1.355.608 $ | |
|---|
| EDGAR LOMAX CO/VA | 3.583.694 $ | -8.761 $ | 3.592.455 $ | -751.001 $ | 4.343.456 $ | -666.789 $ | 5.010.245 $ | |
|---|
| Altrius Capital Management Inc | 4.994.695 $ | +175.052 $ | 4.819.643 $ | +326.448 $ | 4.493.195 $ | +83.337 $ | 4.409.858 $ | |
|---|
| Compass Wealth Management LLC | 2.163.134 $ | +660.706 $ | 1.502.428 $ | +50.252 $ | 1.452.176 $ | -3.539.013 $ | 4.991.189 $ | |
|---|
| Hills Bank & Trust Co | 4.382.096 $ | +105.277 $ | 4.276.819 $ | +89.038 $ | 4.187.781 $ | -787.078 $ | 4.974.859 $ | |
|---|
| Spire Wealth Management | 1.004.054 $ | +9.252 $ | 994.802 $ | -90.660 $ | 1.085.462 $ | -3.857.027 $ | 4.942.489 $ | |
|---|
| Roundview Capital LLC | 3.627.495 $ | -195.870 $ | 3.823.365 $ | +127.458 $ | 3.695.907 $ | -1.242.832 $ | 4.938.739 $ | |
|---|
| Procyon Advisors, LLC | 4.915.620 $ | +1.927.625 $ | 2.987.995 $ | -117.061 $ | 3.105.056 $ | -880.973 $ | 3.986.029 $ | |
|---|
| VELA Investment Management, LLC | 4.733.146 $ | -167.508 $ | 4.900.654 $ | +1.366.654 $ | 3.534.000 $ | -961.201 $ | 4.495.201 $ | |
|---|
| Perkins Coie Trust Co | 4.763.771 $ | -98.175 $ | 4.861.946 $ | +541.155 $ | 4.320.791 $ | -573.456 $ | 4.894.247 $ | |
|---|
| Fieldview Capital Management, LLC | 4.882.694 $ | +3.957.897 $ | 924.797 $ | -3.864.137 $ | | | 4.788.934 $ | |
|---|
| HARBOUR INVESTMENTS, INC. | 4.847.174 $ | +1.678.965 $ | 3.168.209 $ | +134.944 $ | 3.033.265 $ | -677.420 $ | 3.710.685 $ | |
|---|
| B & T Capital Management DBA Alpha Capital Management | 4.841.607 $ | +124.108 $ | 4.717.499 $ | +365.132 $ | 4.352.367 $ | +427.320 $ | 3.925.047 $ | |
|---|
| New Hampshire Trust | 4.675.451 $ | +47.813 $ | 4.627.638 $ | +393.644 $ | 4.233.994 $ | -605.169 $ | 4.839.163 $ | |
|---|
| STERLING INVESTMENT MANAGEMENT, LLC | 4.837.299 $ | +1.877.006 $ | 2.960.293 $ | | | | | |
|---|
| Cardinal Capital Management | 4.817.178 $ | +162.040 $ | 4.655.138 $ | +297.315 $ | 4.357.823 $ | -469.616 $ | 4.827.439 $ | |
|---|
| Exeter Financial, LLC | 4.548.531 $ | +83.206 $ | 4.465.325 $ | +191.057 $ | 4.274.268 $ | -471.881 $ | 4.746.149 $ | |
|---|
| INSPIRE TRUST CO, N.A. | 4.736.160 $ | +522.960 $ | 4.213.200 $ | +516.080 $ | 3.697.120 $ | +398.440 $ | 3.298.680 $ | |
|---|
| OLD SECOND NATIONAL BANK OF AURORA | 4.721.378 $ | +15.514 $ | 4.705.864 $ | | | | | |
|---|
| CULLINAN ASSOCIATES INC | 4.720.804 $ | +873.730 $ | 3.847.074 $ | +124.469 $ | 3.722.605 $ | -399.697 $ | 4.122.302 $ | |
|---|
| Integrated Advisors Network LLC | 4.717.392 $ | +2.061.571 $ | 2.655.821 $ | | | | | |
|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 2.019.185 $ | -109.326 $ | 2.128.511 $ | +281.652 $ | 1.846.859 $ | -2.859.808 $ | 4.706.667 $ | |
|---|
| EFG Private Wealth Management (Americas) Corp. | | | 3.919.781 $ | +636.406 $ | 3.283.375 $ | -1.419.073 $ | 4.702.448 $ | |
|---|
| HOHIMER WEALTH MANAGEMENT, LLC | 1.837.921 $ | -2.864.295 $ | 4.702.216 $ | +1.396.003 $ | 3.306.213 $ | -594.926 $ | 3.901.139 $ | |
|---|
| Pegasus Asset Management, Inc. | 4.360.282 $ | -286.878 $ | 4.647.160 $ | +332.356 $ | 4.314.804 $ | -376.819 $ | 4.691.623 $ | |
|---|
| RITHOLTZ WEALTH MANAGEMENT | 4.670.991 $ | +1.237.707 $ | 3.433.284 $ | | | | | |
|---|
| AZZAD ASSET MANAGEMENT INC /ADV | 4.657.067 $ | +75.226 $ | 4.581.841 $ | +357.478 $ | 4.224.363 $ | -340.292 $ | 4.564.655 $ | |
|---|
| Asio Capital, LLC | 918.815 $ | -19.184 $ | 937.999 $ | -16.650 $ | 954.649 $ | -3.700.388 $ | 4.655.037 $ | |
|---|
| ROBERTS GLORE & CO INC /IL/ | 4.570.538 $ | -83.082 $ | 4.653.620 $ | +282.568 $ | 4.371.052 $ | -275.139 $ | 4.646.191 $ | |
|---|
| Arkadios Wealth Advisors | 4.609.970 $ | +938.156 $ | 3.671.814 $ | +618.227 $ | 3.053.587 $ | -287.086 $ | 3.340.673 $ | |
|---|
| MOTCO | 4.097.496 $ | +46.644 $ | 4.050.852 $ | -91.713 $ | 4.142.565 $ | -465.541 $ | 4.608.106 $ | |
|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | 4.568.291 $ | +86.942 $ | 4.481.349 $ | +428.600 $ | 4.052.749 $ | -447.302 $ | 4.500.051 $ | |
|---|
| Inscription Capital, LLC | 2.997.309 $ | +110.810 $ | 2.886.499 $ | +208.085 $ | 2.678.414 $ | -1.874.155 $ | 4.552.569 $ | |
|---|
| Hartford Financial Management Inc. | 1.872.597 $ | +30.215 $ | 1.842.382 $ | +104.387 $ | 1.737.995 $ | -2.808.281 $ | 4.546.276 $ | |
|---|
| Costello Asset Management, INC | 2.559.231 $ | +10.528 $ | 2.548.703 $ | -776.252 $ | 3.324.955 $ | -1.210.078 $ | 4.535.033 $ | |
|---|
| BOWEN HANES & CO INC | 3.663 $ | -3.927.674 $ | 3.931.337 $ | -100.240 $ | 4.031.577 $ | -498.860 $ | 4.530.437 $ | |
|---|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2.961.966 $ | -1.563.432 $ | 4.525.398 $ | | | | | |
|---|
| EQUITABLE TRUST CO | 4.024.301 $ | -56.604 $ | 4.080.905 $ | +224.281 $ | 3.856.624 $ | -668.565 $ | 4.525.189 $ | |
|---|
| Alpine Fox Capital LLC | 4.520.880 $ | | | | | | | |
|---|
| SP Asset Management LLC | 4.312.097 $ | +92.820 $ | 4.219.277 $ | +236.701 $ | 3.982.576 $ | -521.916 $ | 4.504.492 $ | |
|---|
| Forvis Mazars Wealth Advisors, LLC | 4.491.646 $ | -11.325 $ | 4.502.971 $ | | | | | |
|---|
| RB Capital Management, LLC | 4.420.830 $ | -81.585 $ | 4.502.415 $ | | | | | |
|---|
| Pekin Hardy Strauss, Inc. | 4.492.879 $ | +595.964 $ | 3.896.915 $ | | | | | |
|---|
| SPINNAKER TRUST | 4.174.136 $ | -139.619 $ | 4.313.755 $ | +296.306 $ | 4.017.449 $ | -466.357 $ | 4.483.806 $ | |
|---|
| Marex Group plc | 4.482.704 $ | +2.277.374 $ | 2.205.330 $ | -872.257 $ | 3.077.587 $ | | | |
|---|
| OPUS INVESTMENT MANAGEMENT INC | 4.477.824 $ | +96.096 $ | 4.381.728 $ | +262.080 $ | 4.119.648 $ | | | |
|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.385.744 $ | -85.736 $ | 4.471.480 $ | | | | | |
|---|
| NovaPoint Capital, LLC | 4.420.648 $ | +211.996 $ | 4.208.652 $ | +582.450 $ | 3.626.202 $ | -222.866 $ | 3.849.068 $ | |
|---|
| PENN DAVIS MCFARLAND INC | 4.184.039 $ | +81.365 $ | 4.102.674 $ | +245.389 $ | 3.857.285 $ | -516.915 $ | 4.374.200 $ | |
|---|
| SIGNATUREFD, LLC | 4.355.721 $ | +211.729 $ | 4.143.992 $ | +850.407 $ | 3.293.585 $ | -698.104 $ | 3.991.689 $ | |
|---|
| HALL LAURIE J TRUSTEE | 3.019.948 $ | -123.099 $ | 3.143.047 $ | -424.013 $ | 3.567.060 $ | -782.700 $ | 4.349.760 $ | |
|---|
| Quantbot Technologies LP | 4.349.230 $ | +1.285.806 $ | | | | | 3.063.424 $ | |
|---|
| PICTON MAHONEY ASSET MANAGEMENT | 4.334.448 $ | +4.330.376 $ | 4.072 $ | | | | | |
|---|
| CITY HOLDING CO | 3.704.613 $ | -157.551 $ | 3.862.164 $ | +96.197 $ | 3.765.967 $ | -564.049 $ | 4.330.016 $ | |
|---|
| UNIVEST FINANCIAL Corp | 4.269.172 $ | -18.330 $ | 4.287.502 $ | | | | | |
|---|
| V-Square Quantitative Management LLC | 4.264.170 $ | +954.421 $ | 3.309.749 $ | +542.191 $ | 2.767.558 $ | -357.042 $ | 3.124.600 $ | |
|---|
| GeoWealth Management, LLC | 4.264.014 $ | +415.146 $ | 3.848.868 $ | +1.165.993 $ | 2.682.875 $ | -157.426 $ | 2.840.301 $ | |
|---|
| Thrive Capital Management, LLC | 4.257.831 $ | +93.927 $ | 4.163.904 $ | +2.364.012 $ | | | 1.799.892 $ | |
|---|
| VALLEY WEALTH MANAGERS, INC. | 4.253.775 $ | +101.398 $ | 4.152.377 $ | +495.409 $ | 3.656.968 $ | -321.976 $ | 3.978.944 $ | |
|---|
| MONEY CONCEPTS CAPITAL CORP | 3.001.669 $ | -1.222.458 $ | 4.224.127 $ | | | | | |
|---|
| Laurel Wealth Advisors LLC | 4.211.150 $ | +83.351 $ | 4.127.799 $ | +237.111 $ | 3.890.688 $ | -126.823 $ | 4.017.511 $ | |
|---|
| Horrell Capital Management, Inc. | 3.666.218 $ | -40.977 $ | 3.707.195 $ | -74.695 $ | 3.781.890 $ | -423.177 $ | 4.205.067 $ | |
|---|
| NEW ENGLAND ASSET MANAGEMENT INC | 4.176.719 $ | +231.479 $ | 3.945.240 $ | | | | | |
|---|
| Bristlecone Advisors, LLC | | | 4.169.775 $ | | | | | |
|---|
| Global Wealth Management Investment Advisory, Inc. | 4.136.939 $ | +1.034.218 $ | 3.102.721 $ | | | | | |
|---|
| Regal Investment Advisors LLC | 4.136.167 $ | +315.997 $ | 3.820.170 $ | +1.018.933 $ | 2.801.237 $ | -389.316 $ | 3.190.553 $ | |
|---|
| CHILTON INVESTMENT CO INC. | 1.328.708 $ | +176.679 $ | 1.152.029 $ | -2.521.324 $ | 3.673.353 $ | -460.793 $ | 4.134.146 $ | |
|---|
| Icon Wealth Advisors, LLC | 3.097.415 $ | +155.048 $ | 2.942.367 $ | -6.938 $ | 2.949.305 $ | -1.163.388 $ | 4.112.693 $ | |
|---|
| KLCM Advisors, Inc. | 4.109.847 $ | +864.552 $ | 3.245.295 $ | +327.468 $ | 2.917.827 $ | -460.030 $ | 3.377.857 $ | |
|---|
| Krilogy Financial LLC | 3.800.841 $ | -307.042 $ | 4.107.883 $ | +2.477.522 $ | 1.630.361 $ | | | |
|---|
| EXENCIAL WEALTH ADVISORS, LLC | 4.105.663 $ | +147.275 $ | 3.958.388 $ | +382.124 $ | 3.576.264 $ | +87.677 $ | 3.488.587 $ | |
|---|
| TRUST CO OF OKLAHOMA | 3.515.522 $ | -183.106 $ | 3.698.628 $ | +69.245 $ | 3.629.383 $ | -453.333 $ | 4.082.716 $ | |
|---|
| Raiffeisen Bank International AG | 4.005.195 $ | -61.014 $ | 4.066.209 $ | +2.019.811 $ | 2.046.398 $ | -306.438 $ | 2.352.836 $ | |
|---|
| Plante Moran Financial Advisors, LLC | 1.436.155 $ | -2.399.213 $ | 3.835.368 $ | +232.326 $ | 3.603.042 $ | -440.166 $ | 4.043.208 $ | |
|---|
| Bill Few Associates, Inc. | 4.023.564 $ | +169.910 $ | 3.853.654 $ | | | | | |
|---|
| Signature Wealth Management Group | 4.019.810 $ | +112.108 $ | 3.907.702 $ | +527.298 $ | 3.380.404 $ | -243.307 $ | 3.623.711 $ | |
|---|
| Northwest Bancshares, Inc. | 4.018.129 $ | +207.570 $ | 3.810.559 $ | +1.875.513 $ | 1.935.046 $ | +972.881 $ | 962.165 $ | |
|---|
| Savvy Advisors, Inc. | 4.018.027 $ | +1.122.884 $ | 2.895.143 $ | +1.079.093 $ | 1.816.050 $ | +128.134 $ | 1.687.916 $ | |
|---|
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3.331.253 $ | +53.454 $ | 3.277.799 $ | +101.365 $ | 3.176.434 $ | -839.651 $ | 4.016.085 $ | |
|---|
| GTS SECURITIES LLC | 1.927.187 $ | -2.079.707 $ | 4.006.894 $ | +2.954.667 $ | 1.052.227 $ | -1.805.929 $ | 2.858.156 $ | |
|---|
| Pure Financial Advisors, LLC | | | 3.990.886 $ | +371.370 $ | 3.619.516 $ | +2.727.700 $ | 891.816 $ | |
|---|
| Machina Capital S.A.S. | 3.978.948 $ | +2.461.915 $ | 1.517.033 $ | | | | | |
|---|
| Apella Capital, LLC | 3.964.499 $ | +489.519 $ | 3.474.980 $ | +496.992 $ | 2.977.988 $ | -311.704 $ | 3.289.692 $ | |
|---|
| PRIVATE TRUST CO NA | 3.257.220 $ | +54.251 $ | 3.202.969 $ | -57.148 $ | 3.260.117 $ | -684.304 $ | 3.944.421 $ | |
|---|
| Stone Summit Wealth LLC | 3.471.318 $ | +39.667 $ | 3.431.651 $ | +319.072 $ | 3.112.579 $ | -829.643 $ | 3.942.222 $ | |
|---|
| BROOKS, MOORE & ASSOCIATES, INC. | 3.915.053 $ | +367.842 $ | 3.547.211 $ | +20.342 $ | 3.526.869 $ | -277.235 $ | 3.804.104 $ | |
|---|
| GRAYBILL WEALTH MANAGEMENT, LTD. | 3.914.454 $ | +477.519 $ | 3.436.935 $ | +208.360 $ | 3.228.575 $ | -404.224 $ | 3.632.799 $ | |
|---|
| Confluence Wealth Services, Inc. | 3.684.050 $ | -36.943 $ | 3.720.993 $ | +114.257 $ | 3.606.736 $ | -292.209 $ | 3.898.945 $ | |
|---|
| SHUFRO ROSE & CO LLC | 3.791.799 $ | -86.400 $ | 3.878.199 $ | +0 $ | 3.878.199 $ | +0 $ | 3.878.199 $ | |
|---|
| Private Wealth Partners, LLC | 3.791.224 $ | -69.612 $ | 3.860.836 $ | | | | | |
|---|
| NAPLES GLOBAL ADVISORS, LLC | 3.824.780 $ | +40.961 $ | 3.783.819 $ | +315.191 $ | 3.468.628 $ | -381.579 $ | 3.850.207 $ | |
|---|
| HALL CAPITAL MANAGEMENT CO INC | 3.845.905 $ | +8.663 $ | 3.837.242 $ | | | | | |
|---|
| WealthPLAN Partners, LLC | 3.702.748 $ | -130.450 $ | 3.833.198 $ | | | | | |
|---|
| American Trust | 3.810.456 $ | +69.415 $ | 3.741.041 $ | +294.269 $ | 3.446.772 $ | -328.117 $ | 3.774.889 $ | |
|---|
| Mirador Capital Partners LP | | | 3.801.031 $ | +193.698 $ | 3.607.333 $ | | | |
|---|
| Parkside Financial Bank & Trust | | | 3.800.156 $ | | | | | |
|---|
| Callan Family Office, LLC | 3.790.334 $ | +963.698 $ | 2.826.636 $ | | | | | |
|---|
| MORTON COMMUNITY BANK | 3.790.052 $ | +253.067 $ | 3.536.985 $ | +589.456 $ | 2.947.529 $ | -180.670 $ | 3.128.199 $ | |
|---|
| High Net Worth Advisory Group LLC | 3.779.320 $ | -9.478 $ | 3.788.798 $ | | | | | |
|---|
| ALTA CAPITAL MANAGEMENT LLC/ | 3.718.910 $ | -66.810 $ | 3.785.720 $ | +575.282 $ | 3.210.438 $ | -102.103 $ | 3.312.541 $ | |
|---|
| NORDEN GROUP LLC | 3.473.734 $ | -304.504 $ | 3.778.238 $ | +859.339 $ | 2.918.899 $ | -454.107 $ | 3.373.006 $ | |
|---|
| Trilogy Capital Inc. | 3.772.108 $ | +53.987 $ | 3.718.121 $ | +131.424 $ | 3.586.697 $ | +3.064.356 $ | 522.341 $ | |
|---|
| WBH ADVISORY INC | 3.472.385 $ | +24.186 $ | 3.448.199 $ | +263.212 $ | 3.184.987 $ | -584.068 $ | 3.769.055 $ | |
|---|
| TWIN CAPITAL MANAGEMENT INC | 2.841.911 $ | +320.802 $ | 2.521.109 $ | +165.185 $ | 2.355.924 $ | -1.407.195 $ | 3.763.119 $ | |
|---|
| HBW ADVISORY SERVICES LLC | 3.424.347 $ | -110.275 $ | 3.534.622 $ | +420.376 $ | 3.114.246 $ | -645.063 $ | 3.759.309 $ | |
|---|
| PRUDENTIAL PLC | 3.735.395 $ | +80.163 $ | 3.655.232 $ | -96.421 $ | 3.751.653 $ | +3.257.601 $ | 494.052 $ | |
|---|
| Csenge Advisory Group | 3.749.097 $ | +387.000 $ | 3.362.097 $ | | | | | |
|---|
| Dana Investment Advisors, Inc. | 3.745.448 $ | +816.239 $ | 2.929.209 $ | +1.844.848 $ | 1.084.361 $ | -1.018.003 $ | 2.102.364 $ | |
|---|
| FIRST HORIZON CORP | 3.712.575 $ | -29.168 $ | 3.741.743 $ | | | | | |
|---|
| GRACE & WHITE INC /NY | 2.788.881 $ | -511.038 $ | 3.299.919 $ | +33.249 $ | 3.266.670 $ | -442.846 $ | 3.709.516 $ | |
|---|
| S.E.E.D. Planning Group LLC | 3.701.200 $ | +180.940 $ | 3.520.260 $ | +420.515 $ | 3.099.745 $ | +1.493.861 $ | 1.605.884 $ | |
|---|
| PENINSULA ASSET MANAGEMENT INC | 3.285.890 $ | -78.350 $ | 3.364.240 $ | +220.368 $ | 3.143.872 $ | -532.807 $ | 3.676.679 $ | |
|---|
| KENNEDY CAPITAL MANAGEMENT LLC | | | 2.032.167 $ | -191.387 $ | 2.223.554 $ | -1.438.431 $ | 3.661.985 $ | |
|---|
| FIRST INTERSTATE BANK | 1.205.999 $ | +2.287 $ | 1.203.712 $ | -1.930.389 $ | 3.134.101 $ | -523.985 $ | 3.658.086 $ | |
|---|
| Formidable Asset Management, LLC | 3.657.737 $ | +475.272 $ | 3.182.465 $ | -288.378 $ | 3.470.843 $ | +0 $ | 3.470.843 $ | |
|---|
| Vickerman Investment Advisors, Inc. | 2.868.247 $ | -783.333 $ | 3.651.580 $ | +399.981 $ | | | 3.251.599 $ | |
|---|
| St. Clair Advisors, LLC | 3.581.828 $ | +182.197 $ | 3.399.631 $ | +195.152 $ | 3.204.479 $ | -434.415 $ | 3.638.894 $ | |
|---|
| Kepler Cheuvreux (Suisse) SA | 3.630.194 $ | +77.905 $ | 3.552.289 $ | | | | | |
|---|
| Legacy CG, LLC | 3.618.139 $ | +86.916 $ | 3.531.223 $ | | | | | |
|---|
| SAYBROOK CAPITAL /NC | 3.611.621 $ | +105.595 $ | 3.506.026 $ | +290.907 $ | 3.215.119 $ | +587.933 $ | 2.627.186 $ | |
|---|
| Atlas Brown,Inc. | 3.447.765 $ | +89.343 $ | 3.358.422 $ | +192.513 $ | 3.165.909 $ | -438.419 $ | 3.604.328 $ | |
|---|
| CHICAGO TRUST Co NA | 3.217.861 $ | -77.000 $ | 3.294.861 $ | -105.036 $ | 3.399.897 $ | -204.060 $ | 3.603.957 $ | |
|---|
| Baugh & Associates, LLC | 3.573.217 $ | +7.867 $ | 3.565.350 $ | | | | | |
|---|
| PITTENGER & ANDERSON INC | 3.563.028 $ | +2.985.257 $ | 577.771 $ | +14.620 $ | 563.151 $ | -1.251.723 $ | 1.814.874 $ | |
|---|
| BECK MACK & OLIVER LLC | 3.048.014 $ | +7.129 $ | 3.040.885 $ | -115.209 $ | 3.156.094 $ | -405.964 $ | 3.562.058 $ | |
|---|
| Bangor Savings Bank | 3.065.443 $ | -255.930 $ | 3.321.373 $ | +234.969 $ | 3.086.404 $ | -472.184 $ | 3.558.588 $ | |
|---|
| SS&H Financial Advisors, Inc. | 3.609 $ | -3.548.260 $ | 3.551.869 $ | +159.629 $ | 3.392.240 $ | +3.388.345 $ | 3.895 $ | |
|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.540.468 $ | +106.067 $ | 3.434.401 $ | +1.092.025 $ | 2.342.376 $ | -717.313 $ | 3.059.689 $ | |
|---|
| United Asset Strategies, Inc. | 3.370.194 $ | -165.948 $ | 3.536.142 $ | +702.210 $ | 2.833.932 $ | -301.544 $ | 3.135.476 $ | |
|---|
| SIH Partners, LLLP | 3.535.185 $ | | | | | | | |
|---|
| Brentview Investment Management LLC | 3.386.695 $ | +59.057 $ | 3.327.638 $ | +306.706 $ | 3.020.932 $ | -469.123 $ | 3.490.055 $ | |
|---|
| Kinloch Capital, LLC | 3.412.332 $ | -73.389 $ | 3.485.721 $ | +235.028 $ | 3.250.693 $ | -213.221 $ | 3.463.914 $ | |
|---|
| WCG Wealth Advisors LLC | 3.482.705 $ | +1.229.154 $ | 2.253.551 $ | +5.499 $ | 2.248.052 $ | -710.582 $ | 2.958.634 $ | |
|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3.403.097 $ | -77.942 $ | 3.481.039 $ | +402.979 $ | 3.078.060 $ | -308.958 $ | 3.387.018 $ | |
|---|
| Brooklyn Investment Group | 3.475.427 $ | +989.657 $ | 2.485.770 $ | +1.278.317 $ | 1.207.453 $ | -216.572 $ | 1.424.025 $ | |
|---|
| Cadent Capital Advisors, LLC | 3.461.729 $ | +65.684 $ | 3.396.045 $ | +689.108 $ | 2.706.937 $ | -366.492 $ | 3.073.429 $ | |
|---|
| CGN Advisors LLC | 2.832.097 $ | -301.697 $ | 3.133.794 $ | +96.991 $ | 3.036.803 $ | -417.682 $ | 3.454.485 $ | |
|---|
| Aster Capital Management (DIFC) Ltd | 652.872 $ | +652.310 $ | 562 $ | -3.452.812 $ | 3.453.374 $ | | | |
|---|
| Curbstone Financial Management Corp | 3.333.683 $ | +92.922 $ | 3.240.761 $ | +174.030 $ | 3.066.731 $ | -379.156 $ | 3.445.887 $ | |
|---|
| Boit C F David | 3.203.939 $ | -12.137 $ | 3.216.076 $ | +192.360 $ | 3.023.716 $ | -409.910 $ | 3.433.626 $ | |
|---|
| Mechanics Bank Trust Department | 3.294.213 $ | -137.017 $ | 3.431.230 $ | | | | | |
|---|
| DIAMANT ASSET MANAGEMENT, INC. | 3.168.204 $ | +120.656 $ | 3.047.548 $ | +78.629 $ | 2.968.919 $ | -461.708 $ | 3.430.627 $ | |
|---|
| First Pacific Financial | 3.419.771 $ | +62.716 $ | 3.357.055 $ | +611.283 $ | 2.745.772 $ | +2.658.356 $ | 87.416 $ | |
|---|
| Heritage Trust Co | 3.416.646 $ | +409.966 $ | 3.006.680 $ | +213.641 $ | 2.793.039 $ | -290.926 $ | 3.083.965 $ | |
|---|
| Resonant Capital Advisors, LLC | 3.405.352 $ | +174.389 $ | 3.230.963 $ | +511.203 $ | 2.719.760 $ | -497.503 $ | 3.217.263 $ | |
|---|
| Chicago Partners Investment Group LLC | 3.222.547 $ | -176.671 $ | 3.399.218 $ | +446.889 $ | 2.952.329 $ | +723.626 $ | 2.228.703 $ | |
|---|
| Agate Pass Investment Management, LLC | 3.210.249 $ | +349.071 $ | 2.861.178 $ | +27.806 $ | 2.833.372 $ | -555.555 $ | 3.388.927 $ | |
|---|
| Estabrook Capital Management | 3.354.349 $ | -26.604 $ | 3.380.953 $ | +246.587 $ | 3.134.366 $ | +474.580 $ | 2.659.786 $ | |
|---|
| JPL Wealth Management, LLC | 3.100.831 $ | -165.182 $ | 3.266.013 $ | +264.777 $ | 3.001.236 $ | -376.614 $ | 3.377.850 $ | |
|---|
| Fort Point Capital Partners LLC | 3.319.589 $ | -46.091 $ | 3.365.680 $ | | | | | |
|---|
| BURNEY CO/ | 2.814.131 $ | +152.100 $ | 2.662.031 $ | +65.317 $ | 2.596.714 $ | -753.032 $ | 3.349.746 $ | |
|---|
| NBC SECURITIES, INC. | 3.334.165 $ | +3.330.764 $ | | | 3.401 $ | -788 $ | 4.189 $ | |
|---|
| WEALTH ALLIANCE, LLC | 3.275.438 $ | +32.491 $ | 3.242.947 $ | +449.121 $ | 2.793.826 $ | -538.437 $ | 3.332.263 $ | |
|---|
| IFP Advisors, Inc | 3.325.502 $ | +491.282 $ | 2.834.220 $ | +297.096 $ | 2.537.124 $ | -409.025 $ | 2.946.149 $ | |
|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.835.565 $ | +340.168 $ | 2.495.397 $ | +122.498 $ | 2.372.899 $ | -951.754 $ | 3.324.653 $ | |
|---|
| Retirement Planning Group, LLC | 3.315.453 $ | +370.288 $ | 2.945.165 $ | | | | | |
|---|
| Anchor Investment Management, LLC | 2.683.146 $ | -17.695 $ | 2.700.841 $ | -136.016 $ | 2.836.857 $ | -471.186 $ | 3.308.043 $ | |
|---|
| One River Asset Management, LLC | 3.300.983 $ | | | | | | | |
|---|
| Security National Bank | 790.508 $ | -99.320 $ | 889.828 $ | +13.611 $ | 876.217 $ | -2.410.618 $ | 3.286.835 $ | |
|---|
| Murphy Pohlad Asset Management LLC | 3.282.015 $ | +150.484 $ | 3.131.531 $ | +303.499 $ | 2.828.032 $ | -205.704 $ | 3.033.736 $ | |
|---|
| OAK FAMILY ADVISORS, LLC | | | | | | | 3.258.796 $ | |
|---|
| BCM ADVISORS, LLC | 3.115.844 $ | -142.360 $ | 3.258.204 $ | +148.597 $ | 3.109.607 $ | +183.157 $ | 2.926.450 $ | |
|---|
| Fragasso Financial Advisors Inc | 2.557.308 $ | -104.229 $ | 2.661.537 $ | -15.845 $ | 2.677.382 $ | -545.390 $ | 3.222.772 $ | |
|---|
| Stratos Investment Management, LLC | 3.174.440 $ | +241.120 $ | 2.933.320 $ | +431.741 $ | 2.501.579 $ | -414.241 $ | 2.915.820 $ | |
|---|
| Somerset Trust Co | 3.162.607 $ | +157.893 $ | 3.004.714 $ | +186.452 $ | 2.818.262 $ | -343.223 $ | 3.161.485 $ | |
|---|
| Sendero Wealth Management, LLC | 3.161.890 $ | +89.483 $ | 3.072.407 $ | +267.349 $ | 2.805.058 $ | -321.192 $ | 3.126.250 $ | |
|---|
| Field & Main Bank | 2.525.809 $ | -160.212 $ | 2.686.021 $ | +168.317 $ | 2.517.704 $ | -625.884 $ | 3.143.588 $ | |
|---|
| Ransom Advisory, Ltd | 2.878.847 $ | +80.881 $ | 2.797.966 $ | +42.056 $ | 2.755.910 $ | -373.435 $ | 3.129.345 $ | |
|---|
| STF Management LP | 972.204 $ | -1.949.931 $ | 2.922.135 $ | +98.460 $ | 2.823.675 $ | -304.823 $ | 3.128.498 $ | |
|---|
| SageView Advisory Group, LLC | 3.094.948 $ | | | | | | | |
|---|
| WEBSTER BANK, N. A. | 2.490.789 $ | +29.297 $ | 2.461.492 $ | -52.946 $ | 2.514.438 $ | -578.074 $ | 3.092.512 $ | |
|---|
| 180 WEALTH ADVISORS, LLC | 3.073.902 $ | +128.966 $ | 2.944.936 $ | | | | | |
|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 3.073.810 $ | +304.433 $ | 2.769.377 $ | +427.873 $ | 2.341.504 $ | -154.291 $ | 2.495.795 $ | |
|---|
| Trust Point Inc. | 2.886.763 $ | +37.236 $ | 2.849.527 $ | +153.006 $ | 2.696.521 $ | -375.601 $ | 3.072.122 $ | |
|---|
| ADIRONDACK TRUST CO | 2.533.225 $ | -75.530 $ | 2.608.755 $ | +78.529 $ | 2.530.226 $ | -518.435 $ | 3.048.661 $ | |
|---|
| Kathmere Capital Management, LLC | 3.031.993 $ | +171.943 $ | 2.860.050 $ | +1.652.098 $ | 1.207.952 $ | +385.145 $ | 822.807 $ | |
|---|
| Peoples Bank/KS | 1.694.110 $ | +22.312 $ | 1.671.798 $ | -1.020.234 $ | 2.692.032 $ | -334.927 $ | 3.026.959 $ | |
|---|
| BLB&B Advisors, LLC | 2.996.347 $ | -20.664 $ | 3.017.011 $ | | | | | |
|---|
| Triangle Securities Wealth Management | 2.869.180 $ | +22.250 $ | 2.846.930 $ | +381.530 $ | 2.465.400 $ | -549.536 $ | 3.014.936 $ | |
|---|
| CI INVESTMENTS INC. | 3.004.448 $ | +2.992.445 $ | 12.003 $ | +619 $ | 11.384 $ | -1.377 $ | 12.761 $ | |
|---|
| Bell & Brown Wealth Advisors, LLC | 3.002.786 $ | | | | | | | |
|---|
| Quintet Private Bank (Europe) S.A. | 1.238.291 $ | -135.072 $ | 1.373.363 $ | +45.701 $ | 1.327.662 $ | -1.655.694 $ | 2.983.356 $ | |
|---|
| Diversify Advisory Services, LLC | 2.973.091 $ | +101.275 $ | 2.871.816 $ | | | | | |
|---|
| Zhang Financial LLC | 2.862.714 $ | +84.185 $ | 2.778.529 $ | +169.175 $ | 2.609.354 $ | -356.498 $ | 2.965.852 $ | |
|---|
| PYA Waltman Capital, LLC | 1.969.383 $ | +150.964 $ | 1.818.419 $ | -1.146.314 $ | 2.964.733 $ | +232.896 $ | 2.731.837 $ | |
|---|
| ANB BANK | 2.721.283 $ | +50.115 $ | 2.671.168 $ | +183.271 $ | 2.487.897 $ | -471.169 $ | 2.959.066 $ | |
|---|
| Zuckerman Investment Group, LLC | 2.950.903 $ | +162.478 $ | 2.788.425 $ | +241.617 $ | 2.546.808 $ | +54.832 $ | 2.491.976 $ | |
|---|
| PICTET BANK & TRUST Ltd | | | | | 1.201.564 $ | -1.744.757 $ | 2.946.321 $ | |
|---|
| Leelyn Smith, LLC | 2.945.973 $ | +183.080 $ | 2.762.893 $ | +303.831 $ | 2.459.062 $ | -189.921 $ | 2.648.983 $ | |
|---|
| Kera Capital Partners, Inc. | 2.853.985 $ | -66.324 $ | 2.920.309 $ | +2.559.840 $ | 360.469 $ | | | |
|---|
| MCDANIEL TERRY & CO | 2.441.865 $ | -390.544 $ | 2.832.409 $ | -87.758 $ | 2.920.167 $ | +2.913.378 $ | 6.789 $ | |
|---|
| CONNABLE OFFICE INC | 2.909.724 $ | +27.895 $ | 2.881.829 $ | +739.744 $ | 2.142.085 $ | -178.386 $ | 2.320.471 $ | |
|---|
| JAG CAPITAL MANAGEMENT, LLC | 2.658.053 $ | +43.140 $ | 2.614.913 $ | +105.031 $ | 2.509.882 $ | -391.959 $ | 2.901.841 $ | |
|---|
| Sequent Planning LLC | | | | | 2.873.636 $ | | | |
|---|
| Lineweaver Wealth Advisors, LLC | 2.855.226 $ | | | | | | | |
|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | | | 2.051.802 $ | -729.056 $ | 2.780.858 $ | -63.410 $ | 2.844.268 $ | |
|---|
| PLIMOTH TRUST CO LLC | 2.840.979 $ | +32.319 $ | 2.808.660 $ | +113.195 $ | 2.695.465 $ | -65.080 $ | 2.760.545 $ | |
|---|
| EXCALIBUR MANAGEMENT CORP | 2.837.709 $ | +266.783 $ | 2.570.926 $ | | | | | |
|---|
| Ledyard National Bank | 2.528.536 $ | -17.501 $ | 2.546.037 $ | +133.534 $ | 2.412.503 $ | -420.014 $ | 2.832.517 $ | |
|---|
| Platform Technology Partners | 2.802.942 $ | +130.232 $ | 2.672.710 $ | +298.198 $ | 2.374.512 $ | -142.290 $ | 2.516.802 $ | |
|---|
| Belpointe Asset Management LLC | 2.668.811 $ | -127.212 $ | 2.796.023 $ | +461.382 $ | 2.334.641 $ | -11.879 $ | 2.346.520 $ | |
|---|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 2.277.506 $ | -368.231 $ | 2.645.737 $ | +188.699 $ | 2.457.038 $ | -324.502 $ | 2.781.540 $ | |
|---|
| Modern Wealth Management, LLC | 2.770.893 $ | +158.432 $ | 2.612.461 $ | +229.087 $ | 2.383.374 $ | -344.491 $ | 2.727.865 $ | |
|---|
| Radnor Capital Management, LLC | 2.764.769 $ | +18.324 $ | 2.746.445 $ | +2.743.884 $ | 2.561 $ | -325 $ | 2.886 $ | |
|---|
| Oak Asset Management, LLC | 2.335.422 $ | -427.236 $ | 2.762.658 $ | | | | | |
|---|
| Smartleaf Asset Management LLC | 2.756.367 $ | +470.812 $ | 2.285.555 $ | +646.013 $ | 1.639.542 $ | -373.721 $ | 2.013.263 $ | |
|---|
| Columbia Bank | 2.527.387 $ | -212.993 $ | 2.740.380 $ | +271.984 $ | 2.468.396 $ | -114.171 $ | 2.582.567 $ | |
|---|
| Finer Wealth Management, Inc. | 2.723.799 $ | +206.925 $ | 2.516.874 $ | | | | | |
|---|
| CHAPIN DAVIS, INC. | 2.723.268 $ | | | | | | | |
|---|
| Townsend & Associates, Inc | 2.539.688 $ | -175.826 $ | 2.715.514 $ | +182.549 $ | 2.532.965 $ | -60.619 $ | 2.593.584 $ | |
|---|
| Lummis Asset Management, LP | 2.557.956 $ | +22.593 $ | 2.535.363 $ | +53.879 $ | 2.481.484 $ | -232.541 $ | 2.714.025 $ | |
|---|
| SMITH, MOORE & CO. | 2.494.663 $ | -100.759 $ | 2.595.422 $ | +272.880 $ | 2.322.542 $ | -381.254 $ | 2.703.796 $ | |
|---|
| WOLFF WIESE MAGANA LLC | 2.577.597 $ | +56.580 $ | 2.521.017 $ | +171.592 $ | 2.349.425 $ | -343.854 $ | 2.693.279 $ | |
|---|
| Keystone Financial Group | 2.690.853 $ | | | | | | | |
|---|
| Oak Thistle LLC | | | | | | | 2.688.425 $ | |
|---|
| COZAD ASSET MANAGEMENT INC | 2.281.147 $ | -210.860 $ | 2.492.007 $ | +98.791 $ | 2.393.216 $ | -278.816 $ | 2.672.032 $ | |
|---|
| Alpha Omega Wealth Management LLC | 2.410.260 $ | +37.260 $ | 2.373.000 $ | +82.516 $ | 2.290.484 $ | -370.485 $ | 2.660.969 $ | |
|---|
| HOWARD FINANCIAL SERVICES, LTD. | 2.245.867 $ | +21.635 $ | 2.224.232 $ | +98.023 $ | 2.126.209 $ | -533.967 $ | 2.660.176 $ | |
|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 2.095.399 $ | -208.342 $ | 2.303.741 $ | +54.955 $ | 2.248.786 $ | -408.062 $ | 2.656.848 $ | |
|---|
| Grey Ledge Advisors, LLC | 2.209.633 $ | -72.448 $ | 2.282.081 $ | +138.103 $ | 2.143.978 $ | -511.803 $ | 2.655.781 $ | |
|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 2.530.675 $ | +97.412 $ | 2.433.263 $ | +5.840 $ | 2.427.423 $ | -220.817 $ | 2.648.240 $ | |
|---|
| FIDELIS CAPITAL PARTNERS, LLC | 2.646.939 $ | +349.832 $ | 2.297.107 $ | | | | | |
|---|
| JFS WEALTH ADVISORS, LLC | 2.441.291 $ | +72.988 $ | 2.368.303 $ | +128.324 $ | 2.239.979 $ | -402.399 $ | 2.642.378 $ | |
|---|
| FINANCIAL ADVISORY PARTNERS, LLC | 2.639.598 $ | +99.621 $ | 2.539.977 $ | | | | | |
|---|
| CFS Investment Advisory Services, LLC | 2.234.032 $ | -402.784 $ | 2.636.816 $ | +2.634.853 $ | 1.963 $ | -252 $ | 2.215 $ | |
|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1.821.269 $ | -475.676 $ | 2.296.945 $ | +74.057 $ | 2.222.888 $ | -394.531 $ | 2.617.419 $ | |
|---|
| Cordatus Wealth Management LLC | 2.612.666 $ | +54.393 $ | 2.558.273 $ | +2.555.846 $ | 2.427 $ | -340 $ | 2.767 $ | |
|---|
| NORTHSTAR ASSET MANAGEMENT Co | 2.424.085 $ | +52.022 $ | 2.372.063 $ | +120.224 $ | 2.251.839 $ | -350.253 $ | 2.602.092 $ | |
|---|
| Northstar Group, Inc. | 2.595.444 $ | +36.657 $ | 2.558.787 $ | | | | | |
|---|
| Aviance Capital Partners, LLC | 2.570.986 $ | -10.972 $ | 2.581.958 $ | +279.210 $ | 2.302.748 $ | -247.398 $ | 2.550.146 $ | |
|---|
| WHITE PINE CAPITAL LLC | 2.548.629 $ | +94.439 $ | 2.454.190 $ | +200.795 $ | 2.253.395 $ | -323.674 $ | 2.577.069 $ | |
|---|
| CAPE ANN SAVINGS BANK | 2.343.969 $ | +55.921 $ | 2.288.048 $ | +59.345 $ | 2.228.703 $ | -347.866 $ | 2.576.569 $ | |
|---|
| LVW Advisors, LLC | 2.455.129 $ | -117.211 $ | 2.572.340 $ | | | | | |
|---|
| ARMSTRONG HENRY H ASSOCIATES INC | 2.323.589 $ | -78.919 $ | 2.402.508 $ | +141.983 $ | 2.260.525 $ | -306.448 $ | 2.566.973 $ | |
|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | | | 2.552.333 $ | | | | | |
|---|
| BAXTER BROS INC | 1.668.887 $ | -148.442 $ | 1.817.329 $ | +70.406 $ | 1.746.923 $ | -804.944 $ | 2.551.867 $ | |
|---|
| R.H. Dinel Investment Counsel, Inc. | | | 2.387.199 $ | +142.783 $ | 2.244.416 $ | -304.264 $ | 2.548.680 $ | |
|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | | | | | 1.139.769 $ | -1.407.561 $ | 2.547.330 $ | |
|---|
| Avior Wealth Management, LLC | 2.268.364 $ | -273.754 $ | 2.542.118 $ | +232.404 $ | 2.309.714 $ | -82.739 $ | 2.392.453 $ | |
|---|
| Nicholson Wealth Management Group, LLC | 2.542.026 $ | +300.744 $ | 2.241.282 $ | +245.101 $ | 1.996.181 $ | -281.857 $ | 2.278.038 $ | |
|---|
| CHAPMAN FINANCIAL GROUP, LLC | 2.511.410 $ | +25.809 $ | 2.485.601 $ | +311.606 $ | 2.173.995 $ | | | |
|---|
| Ascent Wealth Partners, LLC | 419.652 $ | +8.444 $ | 411.208 $ | +12.447 $ | 398.761 $ | -2.110.485 $ | 2.509.246 $ | |
|---|
| Valmark Advisers, Inc. | 2.508.586 $ | +36.982 $ | 2.471.604 $ | | | | | |
|---|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 965.603 $ | -1.535.633 $ | 2.501.236 $ | +184.330 $ | 2.316.906 $ | -179.145 $ | 2.496.051 $ | |
|---|
| Optimist Retirement Group LLC | 2.497.092 $ | +55.835 $ | 2.441.257 $ | +398.072 $ | 2.043.185 $ | -142.790 $ | 2.185.975 $ | |
|---|
| Ellsworth Advisors, LLC | 2.478.236 $ | +42.924 $ | 2.435.312 $ | +431.814 $ | 2.003.498 $ | -92.457 $ | 2.095.955 $ | |
|---|
| Sava Infond d.o.o. | 2.454.192 $ | -17.552 $ | 2.471.744 $ | +411.920 $ | 2.059.824 $ | +43.131 $ | 2.016.693 $ | |
|---|
| Athena Investment Management | 2.351.242 $ | +50.459 $ | 2.300.783 $ | +129.956 $ | 2.170.827 $ | -294.288 $ | 2.465.115 $ | |
|---|
| Essex LLC | 394.249 $ | -4.881 $ | 399.130 $ | -1.704.370 $ | 2.103.500 $ | -349.935 $ | 2.453.435 $ | |
|---|
| DMKC Advisory Services, LLC | 2.451.109 $ | +413.673 $ | 2.037.436 $ | | | | | |
|---|
| RFG Advisory, LLC | 2.072.205 $ | +84.899 $ | 1.987.306 $ | +429 $ | 1.986.877 $ | -462.459 $ | 2.449.336 $ | |
|---|
| LCNB CORP | 1.494.187 $ | +46.110 $ | 1.448.077 $ | -679.219 $ | 2.127.296 $ | -321.824 $ | 2.449.120 $ | |
|---|
| First Western Trust Bank | | | | | 2.080.026 $ | -361.447 $ | 2.441.473 $ | |
|---|
| BOK Financial Private Wealth, Inc. | 2.019.406 $ | +72.626 $ | 1.946.780 $ | +81.979 $ | 1.864.801 $ | -563.028 $ | 2.427.829 $ | |
|---|
| PATTON ALBERTSON MILLER GROUP, LLC | 2.145.974 $ | -853 $ | 2.146.827 $ | +64.408 $ | 2.082.419 $ | -343.694 $ | 2.426.113 $ | |
|---|
| Hilltop National Bank | 2.415.872 $ | +42.857 $ | 2.373.015 $ | +127.278 $ | 2.245.737 $ | | | |
|---|
| SBI Securities Co., Ltd. | 2.311.820 $ | -37.174 $ | 2.348.994 $ | -64.829 $ | 2.413.823 $ | +187.814 $ | 2.226.009 $ | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 2.408.827 $ | +594.019 $ | 1.814.808 $ | +341.867 $ | 1.472.941 $ | -421.445 $ | 1.894.386 $ | |
|---|
| First Bank & Trust | 2.406.113 $ | +1.032.470 $ | 1.373.643 $ | +486.202 $ | 887.441 $ | +177.325 $ | 710.116 $ | |
|---|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 704.903 $ | +473.893 $ | 231.010 $ | -2.170.199 $ | 2.401.209 $ | +81.182 $ | 2.320.027 $ | |
|---|
| U.S. Capital Wealth Advisors, LLC | 2.391.699 $ | +315.293 $ | 2.076.406 $ | +241.899 $ | 1.834.507 $ | -248.953 $ | 2.083.460 $ | |
|---|
| SAGESPRING WEALTH PARTNERS, LLC | 2.380.073 $ | +380.308 $ | 1.999.765 $ | +540.748 $ | 1.459.017 $ | -73.365 $ | 1.532.382 $ | |
|---|
| Guardian Wealth Management, Inc. | 2.264.688 $ | -788 $ | 2.265.476 $ | +166.730 $ | 2.098.746 $ | -272.427 $ | 2.371.173 $ | |
|---|
| AustralianSuper Pty Ltd | 2.055.493 $ | -314.853 $ | 2.370.346 $ | +919.623 $ | 1.450.723 $ | -580.514 $ | 2.031.237 $ | |
|---|
| Newman Dignan & Sheerar, Inc. | 2.127.052 $ | +55.619 $ | 2.071.433 $ | +25.585 $ | 2.045.848 $ | -317.508 $ | 2.363.356 $ | |
|---|
| Family Legacy, Inc. | 2.237.470 $ | +23.299 $ | 2.214.171 $ | +147.120 $ | 2.067.051 $ | -270.738 $ | 2.337.789 $ | |
|---|
| LEE DANNER & BASS INC | 2.045.691 $ | -134.457 $ | 2.180.148 $ | +146.244 $ | 2.033.904 $ | -303.465 $ | 2.337.369 $ | |
|---|
| Farmers National Bank | | | 2.120.784 $ | +83.539 $ | 2.037.245 $ | -296.421 $ | 2.333.666 $ | |
|---|
| West Branch Capital LLC | 402.000 $ | -1.204.393 $ | 1.606.393 $ | -191.907 $ | 1.798.300 $ | -534.921 $ | 2.333.221 $ | |
|---|
| Generali Investments, Management Co LLC | 885.231 $ | -68.497 $ | 953.728 $ | -675.663 $ | 1.629.391 $ | -703.076 $ | 2.332.467 $ | |
|---|
| Econ Financial Services Corp | 2.331.339 $ | | | | | | | |
|---|
| RKL Wealth Management LLC | 2.330.490 $ | +320.825 $ | 2.009.665 $ | | | | | |
|---|
| CWA Asset Management Group, LLC | 1.921.469 $ | +663.451 $ | 1.258.018 $ | -610.315 $ | 1.868.333 $ | -459.379 $ | 2.327.712 $ | |
|---|
| Joel Isaacson & Co., LLC | 2.292.853 $ | -32.531 $ | 2.325.384 $ | | | | | |
|---|
| IFG Advisory, LLC | 2.303.254 $ | +53.151 $ | 2.250.103 $ | +262.611 $ | 1.987.492 $ | -74.525 $ | 2.062.017 $ | |
|---|
| Banco Santander, S.A. | 2.255.417 $ | +274.932 $ | 1.980.485 $ | -322.293 $ | | | 2.302.778 $ | |
|---|
| Suncoast Equity Management | 265.656 $ | +5.702 $ | 259.954 $ | +15.548 $ | 244.406 $ | -2.055.790 $ | 2.300.196 $ | |
|---|
| Mendel Money Management | 2.078.026 $ | -220.415 $ | 2.298.441 $ | | | | | |
|---|
| Ameritas Advisory Services, LLC | 1.763.957 $ | +928.920 $ | 835.037 $ | -1.083.430 $ | 1.918.467 $ | -378.202 $ | 2.296.669 $ | |
|---|
| BSW Wealth Partners | 2.069.603 $ | -64.659 $ | 2.134.262 $ | +114.715 $ | 2.019.547 $ | -266.282 $ | 2.285.829 $ | |
|---|
| Prasad Wealth Partners, LLC | | | 2.280.094 $ | | | | | |
|---|
| GRANDFIELD & DODD, LLC | 2.279.098 $ | +20.823 $ | 2.258.275 $ | | | | | |
|---|
| Strategic Blueprint, LLC | 1.414.725 $ | -436.638 $ | 1.851.363 $ | +95.753 $ | 1.755.610 $ | -518.475 $ | 2.274.085 $ | |
|---|
| Tower View Wealth Management LLC | 987.946 $ | -139.362 $ | 1.127.308 $ | -98.545 $ | 1.225.853 $ | -1.033.977 $ | 2.259.830 $ | |
|---|
| 44 WEALTH MANAGEMENT LLC | | | | | | | 2.252.874 $ | |
|---|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2.233.556 $ | +58.050 $ | 2.175.506 $ | +534.300 $ | 1.641.206 $ | -60.082 $ | 1.701.288 $ | |
|---|
| Lincoln Capital LLC | 2.224.599 $ | +8.395 $ | 2.216.204 $ | | | | | |
|---|
| Raleigh Capital Management Inc. | 2.212.286 $ | +131.825 $ | 2.080.461 $ | +510.335 $ | 1.570.126 $ | +59.036 $ | 1.511.090 $ | |
|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2.207.481 $ | +297.638 $ | 1.909.843 $ | +96.406 $ | 1.813.437 $ | -362.792 $ | 2.176.229 $ | |
|---|
| TRIGLAV INVESTMENTS, D.O.O. | 526.432 $ | -1.522.103 $ | 2.048.535 $ | +144.710 $ | 1.903.825 $ | -297.036 $ | 2.200.861 $ | |
|---|
| LECAP ASSET MANAGEMENT LTD | | | | | 479.173 $ | -1.707.552 $ | 2.186.725 $ | |
|---|
| Westerkirk Capital Inc. | 1.944.265 $ | +69.812 $ | 1.874.453 $ | -310.413 $ | 2.184.866 $ | | | |
|---|
| Geneos Wealth Management Inc. | 1.812.883 $ | +17.257 $ | 1.795.626 $ | -381.110 $ | 2.176.736 $ | +53.990 $ | 2.122.746 $ | |
|---|
| Private Harbour Investment Management & Counsel, LLC | 2.158.254 $ | +45.756 $ | 2.112.498 $ | -50.977 $ | 2.163.475 $ | | | |
|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | | | 2.145.008 $ | | | | | |
|---|
| Abacus Planning Group, Inc. | 2.144.175 $ | +1.209.701 $ | 934.474 $ | +147.752 $ | 786.722 $ | -113.327 $ | 900.049 $ | |
|---|
| HARBOUR INVESTMENT MANAGEMENT LLC | 1.509.605 $ | -351.927 $ | 1.861.532 $ | -7.494 $ | 1.869.026 $ | -272.867 $ | 2.141.893 $ | |
|---|
| Peak Retirement Planning, Inc. | 2.137.677 $ | +315.229 $ | 1.822.448 $ | +486.926 $ | 1.335.522 $ | +324.926 $ | 1.010.596 $ | |
|---|
| Dynamic Technology Lab Private Ltd | 2.137.000 $ | | | | | | | |
|---|
| Aull & Monroe Investment Management Corp | 2.129.555 $ | +40.785 $ | 2.088.770 $ | | | | | |
|---|
| Connecticut Wealth Management, LLC | 1.870.193 $ | -5.193 $ | 1.875.386 $ | +126.474 $ | 1.748.912 $ | -378.710 $ | 2.127.622 $ | |
|---|
| Cornerstone Wealth Management, LLC | 2.122.295 $ | +199.376 $ | 1.922.919 $ | | | | | |
|---|
| Manchester Capital Management LLC | 1.304.167 $ | +236.542 $ | 1.067.625 $ | -112.285 $ | 1.179.910 $ | -936.943 $ | 2.116.853 $ | |
|---|
| ATWOOD & PALMER INC | 1.949.863 $ | +41.845 $ | 1.908.018 $ | +114.122 $ | 1.793.896 $ | -319.209 $ | 2.113.105 $ | |
|---|
| DLD Asset Management, LP | 1.148.000 $ | -957.775 $ | 2.105.775 $ | | | | | |
|---|
| VestGen Advisors, LLC | 1.504.143 $ | -597.397 $ | 2.101.540 $ | +446.187 $ | 1.655.353 $ | -150.512 $ | 1.805.865 $ | |
|---|
| Synergy Asset Management, LLC | 1.004.784 $ | -1.096.704 $ | 2.101.488 $ | +987.995 $ | 1.113.493 $ | | | |
|---|
| Cyndeo Wealth Partners, LLC | 2.055.756 $ | +74.452 $ | 1.981.304 $ | +139.847 $ | 1.841.457 $ | -260.021 $ | 2.101.478 $ | |
|---|
| Kesler, Norman & Wride, LLC | | | 2.097.559 $ | | | | | |
|---|
| SECURITY NATIONAL BANK OF SO DAK | 1.888.867 $ | +40.536 $ | 1.848.331 $ | +80.183 $ | 1.768.148 $ | -324.564 $ | 2.092.712 $ | |
|---|
| Fulcrum Asset Management LLP | 2.085.419 $ | -6.575 $ | 2.091.994 $ | +70.462 $ | 2.021.532 $ | | | |
|---|
| Rehmann Capital Advisory Group | 2.014.958 $ | -66.338 $ | 2.081.296 $ | -8.846 $ | | | 2.090.142 $ | |
|---|
| Jupiter Wealth Management LLC | 2.090.000 $ | +334.500 $ | 1.755.500 $ | -111.375 $ | 1.866.875 $ | +219.500 $ | 1.647.375 $ | |
|---|
| Patriot Financial Group Insurance Agency, LLC | 1.183.973 $ | -555.291 $ | 1.739.264 $ | -251.440 $ | 1.990.704 $ | -93.780 $ | 2.084.484 $ | |
|---|
| Full Sail Capital, LLC | | | 2.078.231 $ | +26.725 $ | 2.051.506 $ | +224.787 $ | 1.826.719 $ | |
|---|
| SIMON QUICK ADVISORS, LLC | 1.365.736 $ | -707.439 $ | 2.073.175 $ | +158.684 $ | 1.914.491 $ | +638.242 $ | 1.276.249 $ | |
|---|
| MONECO ADVISORS, LLC | 1.991.773 $ | +162.716 $ | 1.829.057 $ | +47.425 $ | 1.781.632 $ | -290.307 $ | 2.071.939 $ | |
|---|
| NJ State Employees Deferred Compensation Plan | | | 2.071.630 $ | | | | | |
|---|
| AlphaStar Capital Management, LLC | | | | | 2.068.606 $ | | | |
|---|
| EADS & HEALD WEALTH MANAGEMENT | 2.063.401 $ | +2.061.408 $ | 1.993 $ | +151 $ | 1.842 $ | -90 $ | 1.932 $ | |
|---|
| River Street Advisors LLC | 2.061.522 $ | +78.789 $ | 1.982.733 $ | +401.817 $ | 1.580.916 $ | -163.937 $ | 1.744.853 $ | |
|---|
| Redmond Asset Management, LLC | 1.350.523 $ | -112.862 $ | 1.463.385 $ | -144.466 $ | 1.607.851 $ | -446.507 $ | 2.054.358 $ | |
|---|
| Accel Wealth Management | 2.022.575 $ | +29.390 $ | 1.993.185 $ | +111.931 $ | 1.881.254 $ | -165.550 $ | 2.046.804 $ | |
|---|
| Sterling Investment Advisors, Ltd. | 1.743.882 $ | -32.796 $ | 1.776.678 $ | +107.088 $ | 1.669.590 $ | -375.544 $ | 2.045.134 $ | |
|---|
| Princeton Global Asset Management LLC | 1.056.341 $ | -524.344 $ | 1.580.685 $ | -24.883 $ | 1.605.568 $ | -434.193 $ | 2.039.761 $ | |
|---|
| MOKAN Wealth Management Inc. | 1.926.560 $ | -110.404 $ | 2.036.964 $ | | | | | |
|---|
| HOME FEDERAL BANK OF TENNESSEE | 1.932.064 $ | +41.460 $ | 1.890.604 $ | +99.877 $ | 1.790.727 $ | -242.761 $ | 2.033.488 $ | |
|---|
| Integrated Investment Consultants, LLC | 2.030.952 $ | +1.070.763 $ | 960.189 $ | +92.762 $ | 867.427 $ | +37.489 $ | 829.938 $ | |
|---|
| CHIRON CAPITAL MANAGEMENT, LLC | | | 1.427.994 $ | -600.537 $ | 2.028.531 $ | +986.748 $ | 1.041.783 $ | |
|---|
| CAPITAL COUNSEL LLC/NY | 1.933.214 $ | +41.487 $ | 1.891.727 $ | +113.148 $ | 1.778.579 $ | -241.113 $ | 2.019.692 $ | |
|---|
| CHATHAM CAPITAL GROUP, INC. | 1.997.942 $ | -21.726 $ | 2.019.668 $ | | | | | |
|---|
| Twelve Points Wealth Management LLC | 1.647.788 $ | -241.469 $ | 1.889.257 $ | +39.972 $ | 1.849.285 $ | -163.111 $ | 2.012.396 $ | |
|---|
| B. Riley Wealth Advisors, Inc. | 1.914.953 $ | -88.411 $ | 2.003.364 $ | | | | | |
|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1.929.052 $ | -73.903 $ | 2.002.955 $ | | | | | |
|---|
| Aprio Wealth Management, LLC | 2.002.569 $ | +700.746 $ | 1.301.823 $ | +361.042 $ | 940.781 $ | +255.884 $ | 684.897 $ | |
|---|
| Buttonwood Financial Advisors Inc. | 1.751.702 $ | -246.378 $ | 1.998.080 $ | +574.583 $ | 1.423.497 $ | +242.825 $ | 1.180.672 $ | |
|---|
| Ridgewood Investments LLC | | | 1.990.316 $ | +182.424 $ | 1.807.892 $ | +1.540.399 $ | 267.493 $ | |
|---|
| EDMP, INC. | 1.681.624 $ | -308.411 $ | 1.990.035 $ | +381.392 $ | 1.608.643 $ | -8.760 $ | 1.617.403 $ | |
|---|
| ABN AMRO Bank N.V. | 1.987.272 $ | +456.949 $ | 1.530.323 $ | +1.139.090 $ | 391.233 $ | -62.487 $ | 453.720 $ | |
|---|
| Massachusetts Wealth Management | 1.980.764 $ | +75.230 $ | 1.905.534 $ | | | | | |
|---|
| HARBOR INVESTMENT ADVISORY, LLC | 1.355.044 $ | -121.963 $ | 1.477.007 $ | +65.763 $ | 1.411.244 $ | -568.564 $ | 1.979.808 $ | |
|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 1.696.918 $ | -66.569 $ | 1.763.487 $ | +2.104 $ | 1.761.383 $ | -209.854 $ | 1.971.237 $ | |
|---|
| DCM Advisors, LLC | 1.970.016 $ | +42.277 $ | 1.927.739 $ | +37.690 $ | 1.890.049 $ | -77.660 $ | 1.967.709 $ | |
|---|
| S.A. Mason LLC | 1.893.333 $ | +169.275 $ | 1.724.058 $ | +84.279 $ | 1.639.779 $ | -325.348 $ | 1.965.127 $ | |
|---|
| AIMZ Investment Advisors, LLC | 1.849.399 $ | +32.667 $ | 1.816.732 $ | +100.476 $ | 1.716.256 $ | -237.612 $ | 1.953.868 $ | |
|---|
| VeraBank, N.A. | 1.759.412 $ | +42.814 $ | 1.716.598 $ | +2.059 $ | 1.714.539 $ | -238.130 $ | 1.952.669 $ | |
|---|
| Kovack Advisors, Inc. | 1.923.967 $ | +511.378 $ | 1.412.589 $ | | | | | |
|---|
| Compton Wealth Advisory Group, LLC | 1.638.153 $ | -4.168 $ | 1.642.321 $ | +99.627 $ | 1.542.694 $ | -381.140 $ | 1.923.834 $ | |
|---|
| Western Wealth Management, LLC | 1.918.168 $ | +396.875 $ | 1.521.293 $ | -129.674 $ | | | 1.650.967 $ | |
|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1.824.570 $ | +26.517 $ | 1.798.053 $ | +107.545 $ | 1.690.508 $ | -222.576 $ | 1.913.084 $ | |
|---|
| Center for Financial Planning, Inc. | 1.912.935 $ | +27.008 $ | 1.885.927 $ | +274.707 $ | 1.611.220 $ | -218.425 $ | 1.829.645 $ | |
|---|
| DAVIDSON TRUST CO | 1.824.283 $ | -81.207 $ | 1.905.490 $ | +123.478 $ | 1.782.012 $ | | | |
|---|
| BANK OF HAWAII | 1.462.471 $ | -73.520 $ | 1.535.991 $ | +112.337 $ | 1.423.654 $ | -480.883 $ | 1.904.537 $ | |
|---|
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1.902.716 $ | | | | | | | |
|---|
| Detalus Advisors, LLC | 1.902.390 $ | +16.951 $ | 1.885.439 $ | +280.492 $ | 1.604.947 $ | +68.789 $ | 1.536.158 $ | |
|---|
| Pinnacle Wealth Planning Services, Inc. | 1.595.396 $ | +15.138 $ | 1.580.258 $ | +183.778 $ | 1.396.480 $ | -505.509 $ | 1.901.989 $ | |
|---|
| Broderick Brian C | 1.898.338 $ | +29.502 $ | 1.868.836 $ | -9.037 $ | 1.877.873 $ | | | |
|---|
| Knollwood Investment Advisory, LLC | 275.989 $ | -1.491.168 $ | 1.767.157 $ | +95.531 $ | 1.671.626 $ | -226.614 $ | 1.898.240 $ | |
|---|
| Quilter Plc | 1.611.442 $ | -129.733 $ | 1.741.175 $ | +60.966 $ | 1.680.209 $ | -216.682 $ | 1.896.891 $ | |
|---|
| Liberty Capital Management, Inc. | 1.583.743 $ | -204.620 $ | 1.788.363 $ | +89.800 $ | 1.698.563 $ | -190.981 $ | 1.889.544 $ | |
|---|
| MONARCH CAPITAL MANAGEMENT INC | 1.876.930 $ | +174.362 $ | 1.702.568 $ | +242.325 $ | 1.460.243 $ | +84.243 $ | 1.376.000 $ | |
|---|
| Clarius Group, LLC | 1.365.593 $ | -165.203 $ | 1.530.796 $ | -336.054 $ | 1.866.850 $ | +81.779 $ | 1.785.071 $ | |
|---|
| Montecito Bank & Trust | 1.421.135 $ | +18.560 $ | 1.402.575 $ | -458.630 $ | | | 1.861.205 $ | |
|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1.270 $ | -1.239.992 $ | 1.241.262 $ | -395.369 $ | 1.636.631 $ | -220.248 $ | 1.856.879 $ | |
|---|
| CAXTON ASSOCIATES LLP | | | | | 1.851.201 $ | +1.600.351 $ | 250.850 $ | |
|---|
| Thomasville National Bank | 1.835.908 $ | +13.418 $ | 1.822.490 $ | +254.911 $ | 1.567.579 $ | -283.280 $ | 1.850.859 $ | |
|---|
| Ranch Capital Advisors Inc. | 1.848.483 $ | +133.702 $ | 1.714.781 $ | +279.362 $ | 1.435.419 $ | -105.045 $ | 1.540.464 $ | |
|---|
| DF DENT & CO INC | 1.846.098 $ | +235.111 $ | 1.610.987 $ | +531.692 $ | 1.079.295 $ | -16.916 $ | 1.096.211 $ | |
|---|
| Lindenwold Advisors, INC | | | 1.841.871 $ | | | | | |
|---|
| Summit Place Financial Advisors, LLC | 1.313.064 $ | -465.889 $ | 1.778.953 $ | +149.183 $ | 1.629.770 $ | -211.643 $ | 1.841.413 $ | |
|---|
| BFSG, LLC | 1.654.713 $ | -68.065 $ | 1.722.778 $ | +43.757 $ | 1.679.021 $ | -161.643 $ | 1.840.664 $ | |
|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1.839.715 $ | +341.221 $ | 1.498.494 $ | +32.421 $ | 1.466.073 $ | -132.456 $ | 1.598.529 $ | |
|---|
| EverSource Wealth Advisors, LLC | 1.839.408 $ | +284.750 $ | 1.554.658 $ | +394.282 $ | 1.160.376 $ | +278.396 $ | 881.980 $ | |
|---|
| FAIRFIELD, BUSH & CO. | 1.543.672 $ | -157.549 $ | 1.701.221 $ | +98.076 $ | 1.603.145 $ | -217.555 $ | 1.820.700 $ | |
|---|
| Main Street Financial Solutions, LLC | 1.524.622 $ | -290.837 $ | 1.815.459 $ | +277.998 $ | 1.537.461 $ | +112.435 $ | 1.425.026 $ | |
|---|
| PETERSON WEALTH MANAGEMENT | 1.372.023 $ | -441.656 $ | 1.813.679 $ | | | | | |
|---|
| Global Financial Private Client, LLC | | | | | | | 1.811.445 $ | |
|---|
| Jaffetilchin Investment Partners, LLC | 1.564.595 $ | -26.919 $ | 1.591.514 $ | +84.433 $ | 1.507.081 $ | -299.569 $ | 1.806.650 $ | |
|---|
| MEANS INVESTMENT CO., INC. | 1.533.686 $ | -28.951 $ | 1.562.637 $ | +32.244 $ | 1.530.393 $ | -274.866 $ | 1.805.259 $ | |
|---|
| Elevated Capital Advisors, LLC | 1.797.222 $ | +267.796 $ | 1.529.426 $ | +156.985 $ | 1.372.441 $ | +0 $ | 1.372.441 $ | |
|---|
| OARSMAN CAPITAL, INC. | 1.796.994 $ | +51.065 $ | 1.745.929 $ | +114.659 $ | 1.631.270 $ | +12.796 $ | 1.618.474 $ | |
|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 1.796.667 $ | +1.568.452 $ | 228.215 $ | -36.393 $ | 264.608 $ | -35.872 $ | 300.480 $ | |
|---|
| Basepoint Wealth LLC | 1.741.202 $ | +32.840 $ | 1.708.362 $ | +117.400 $ | 1.590.962 $ | -205.293 $ | 1.796.255 $ | |
|---|
| SOMERVILLE KURT F | 1.477.539 $ | -35.842 $ | 1.513.381 $ | -280.801 $ | | | 1.794.182 $ | |
|---|
| WISCONSIN CAPITAL MANAGEMENT LLC | 1.791.478 $ | +212.090 $ | 1.579.388 $ | +74.660 $ | 1.504.728 $ | -203.988 $ | 1.708.716 $ | |
|---|
| Partnership Wealth Management, LLC | 1.697.555 $ | +22.527 $ | 1.675.028 $ | +100.187 $ | 1.574.841 $ | -213.493 $ | 1.788.334 $ | |
|---|
| PARADIGM ASSET MANAGEMENT CO LLC | 1.723.819 $ | -61.314 $ | 1.785.133 $ | +106.773 $ | 1.678.360 $ | +327.251 $ | 1.351.109 $ | |
|---|
| BROWN, LISLE/CUMMINGS, INC. | 1.784.803 $ | +287.302 $ | 1.497.501 $ | +182.608 $ | 1.314.893 $ | -143.033 $ | 1.457.926 $ | |
|---|
| GoalVest Advisory LLC | 1.300.471 $ | -314.303 $ | 1.614.774 $ | +344.026 $ | 1.270.748 $ | -512.386 $ | 1.783.134 $ | |
|---|
| Fiduciary Alliance LLC | 1.690.153 $ | +17.593 $ | 1.672.560 $ | +18.927 $ | 1.653.633 $ | -127.343 $ | 1.780.976 $ | |
|---|
| Alhambra Investment Management LLC | 1.775.504 $ | +207.755 $ | 1.567.749 $ | +202.571 $ | 1.365.178 $ | -7.242 $ | 1.372.420 $ | |
|---|
| Advisors Preferred, LLC | 995.610 $ | -248.133 $ | 1.243.743 $ | +296.923 $ | 946.820 $ | -826.770 $ | 1.773.590 $ | |
|---|
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 1.479.548 $ | -549 $ | 1.480.097 $ | -17.105 $ | 1.497.202 $ | -269.691 $ | 1.766.893 $ | |
|---|
| Caerus Investment Advisors, LLC | 1.762.713 $ | +381.626 $ | 1.381.087 $ | | | | | |
|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.761.524 $ | +24.401 $ | 1.737.123 $ | +1.440.686 $ | 296.437 $ | -68.276 $ | 364.713 $ | |
|---|
| Catalyst Funds Management Pty Ltd | | | 1.755.500 $ | | | | | |
|---|
| Tradewinds, LLC. | 1.552.227 $ | -30.870 $ | 1.583.097 $ | -164.106 $ | | | 1.747.203 $ | |
|---|
| VISTA INVESTMENT MANAGEMENT | 1.655.435 $ | +35.808 $ | 1.619.627 $ | +96.279 $ | 1.523.348 $ | -219.981 $ | 1.743.329 $ | |
|---|
| Texas Capital Bank Wealth Management Services Inc | 1.743.193 $ | +507.181 $ | 1.236.012 $ | +581.094 $ | 654.918 $ | -272.348 $ | 927.266 $ | |
|---|
| SAX WEALTH ADVISORS, LLC | 1.740.342 $ | +145.628 $ | 1.594.714 $ | +90.124 $ | 1.504.590 $ | -113.651 $ | 1.618.241 $ | |
|---|
| Pettee Investors, Inc. | 1.183.466 $ | +38.178 $ | 1.145.288 $ | -384.659 $ | 1.529.947 $ | -207.408 $ | 1.737.355 $ | |
|---|
| Sargent Investment Group, LLC | 1.731.632 $ | +231.409 $ | 1.500.223 $ | | | | | |
|---|
| Norway Savings Bank | 1.600.822 $ | +22.838 $ | 1.577.984 $ | +51.074 $ | 1.526.910 $ | -199.649 $ | 1.726.559 $ | |
|---|
| GHE, LLC | 1.721.379 $ | +177.382 $ | 1.543.997 $ | +74.128 $ | 1.469.869 $ | +1.467.959 $ | 1.910 $ | |
|---|
| Leisure Capital Management | 1.694.685 $ | +68.728 $ | 1.625.957 $ | +106.627 $ | 1.519.330 $ | -198.382 $ | 1.717.712 $ | |
|---|
| Westbourne Investment Advisors, Inc. | 1.715.064 $ | +36.806 $ | 1.678.258 $ | +100.380 $ | 1.577.878 $ | +25.999 $ | 1.551.879 $ | |
|---|
| Baldwin Investment Management, LLC | 1.674.735 $ | +126.524 $ | 1.548.211 $ | +112.408 $ | 1.435.803 $ | -275.312 $ | 1.711.115 $ | |
|---|
| SJS Investment Consulting Inc. | 293.069 $ | +47.157 $ | 245.912 $ | +174.742 $ | 71.170 $ | -1.628.701 $ | 1.699.871 $ | |
|---|
| Wilson & Boucher Capital Management, LLC | 1.696.223 $ | +1.994 $ | 1.694.229 $ | | | | | |
|---|
| NVWM, LLC | 1.689.412 $ | -2.786 $ | 1.692.198 $ | +197.211 $ | 1.494.987 $ | +116.110 $ | 1.378.877 $ | |
|---|
| MidWestOne Financial Group, Inc. | 1.465.769 $ | -49.438 $ | 1.515.207 $ | +81.913 $ | 1.433.294 $ | -256.380 $ | 1.689.674 $ | |
|---|
| Heritage Wealth Management, Inc. | 1.634.512 $ | +271.017 $ | 1.363.495 $ | +21.456 $ | 1.342.039 $ | -335.334 $ | 1.677.373 $ | |
|---|
| Empire Financial Management Company, LLC | 1.627.784 $ | +34.933 $ | 1.592.851 $ | +135.544 $ | 1.457.307 $ | -219.751 $ | 1.677.058 $ | |
|---|
| Carnegie Lake Advisors LLC | 1.675.452 $ | +35.955 $ | 1.639.497 $ | +1.637.857 $ | 1.640 $ | -223 $ | 1.863 $ | |
|---|
| Interchange Capital Partners, LLC | 1.669.292 $ | +63.487 $ | 1.605.805 $ | | | | | |
|---|
| Stonebridge Capital Advisors LLC | 1.386.585 $ | -297 $ | 1.386.882 $ | +56.459 $ | 1.330.423 $ | -338.274 $ | 1.668.697 $ | |
|---|
| Brady Martz Wealth Solutions, LLC | 874.466 $ | -680.063 $ | 1.554.529 $ | +92.868 $ | 1.461.661 $ | -205.957 $ | 1.667.618 $ | |
|---|
| BKM Wealth Management, LLC | 1.201.148 $ | -288.809 $ | 1.489.957 $ | +24.702 $ | 1.465.255 $ | -201.012 $ | 1.666.267 $ | |
|---|
| Strategic Financial Services, Inc. | 1.628.691 $ | +66.717 $ | 1.561.974 $ | +61.471 $ | 1.500.503 $ | -164.131 $ | 1.664.634 $ | |
|---|
| Supplemental Annuity Collective Trust of NJ | 1.291.680 $ | -267.204 $ | 1.558.884 $ | +93.240 $ | 1.465.644 $ | -198.690 $ | 1.664.334 $ | |
|---|
| Clean Yield Group | 1.569.204 $ | +33.676 $ | 1.535.528 $ | +78.639 $ | 1.456.889 $ | -198.253 $ | 1.655.142 $ | |
|---|
| Legacy Advisors, LLC | 1.654.717 $ | +184.451 $ | 1.470.266 $ | | | | | |
|---|
| Northstar Financial Companies, Inc. | 1.651.240 $ | | | | | | | |
|---|
| TRED AVON FAMILY WEALTH, LLC | 1.650.073 $ | +91.025 $ | 1.559.048 $ | | | | | |
|---|
| GARDNER RUSSO & QUINN LLC | 1.405.630 $ | -133.588 $ | 1.539.218 $ | +92.085 $ | 1.447.133 $ | -199.040 $ | 1.646.173 $ | |
|---|
| Drucker Wealth 3.0, LLC | 1.639.613 $ | +132.593 $ | 1.507.020 $ | +1.129.800 $ | 377.220 $ | -57.611 $ | 434.831 $ | |
|---|
| Nilsine Partners, LLC | 1.510.573 $ | +48.709 $ | 1.461.864 $ | +129.954 $ | 1.331.910 $ | -301.712 $ | 1.633.622 $ | |
|---|
| Miller Financial Services LLC | 1.632.854 $ | +67.343 $ | 1.565.511 $ | +274.894 $ | 1.290.617 $ | +62.685 $ | 1.227.932 $ | |
|---|
| HOLDERNESS INVESTMENTS CO | 980.098 $ | -12.953 $ | 993.051 $ | -113.708 $ | 1.106.759 $ | -513.991 $ | 1.620.750 $ | |
|---|
| Marion Wealth Management | | | | | | | 1.619.509 $ | |
|---|
| Blueprint Investment Partners LLC | 1.615.367 $ | | | | | | | |
|---|
| Portfolio Design Labs, LLC | 1.614.495 $ | +63.016 $ | 1.551.479 $ | +1.191.537 $ | 359.942 $ | -78.333 $ | 438.275 $ | |
|---|
| Kentucky Trust Co | 1.589.197 $ | +62.193 $ | 1.527.004 $ | +89.352 $ | 1.437.652 $ | -176.152 $ | 1.613.804 $ | |
|---|
| Maple Capital Management, Inc. | 694.602 $ | -156.570 $ | 851.172 $ | -56.015 $ | 907.187 $ | -702.909 $ | 1.610.096 $ | |
|---|
| INVESTMENT PARTNERS, LTD. | 1.586.611 $ | -15.151 $ | 1.601.762 $ | | | | | |
|---|
| Hodges Capital Management Inc. | 1.600.899 $ | +525.896 $ | 1.075.003 $ | -74.997 $ | | | 1.150.000 $ | |
|---|
| Fortis Group Advisors, LLC | 1.597.646 $ | +93.017 $ | 1.504.629 $ | +1.498.555 $ | 6.074 $ | +4.125 $ | 1.949 $ | |
|---|
| SCS Capital Management LLC | 1.243.402 $ | -29.536 $ | 1.272.938 $ | -274.350 $ | 1.547.288 $ | -48.544 $ | 1.595.832 $ | |
|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | | | 1.583.338 $ | +209.962 $ | 1.373.376 $ | -202.845 $ | 1.576.221 $ | |
|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.479.088 $ | -99.380 $ | 1.578.468 $ | +77.459 $ | 1.501.009 $ | -43.246 $ | 1.544.255 $ | |
|---|
| RAHLFS CAPITAL, LLC | 1.530.641 $ | +32.848 $ | 1.497.793 $ | +89.586 $ | 1.408.207 $ | -168.412 $ | 1.576.619 $ | |
|---|
| Great Lakes Retirement, Inc. | 1.576.066 $ | +116.064 $ | 1.460.002 $ | +192.381 $ | 1.267.621 $ | -32.142 $ | 1.299.763 $ | |
|---|
| FIRST FOUNDATION ADVISORS | 1.559.816 $ | -10.202 $ | 1.570.018 $ | +344.926 $ | 1.225.092 $ | -112.994 $ | 1.338.086 $ | |
|---|
| Relyea Zuckerberg Hanson LLC | 1.395.518 $ | +62.671 $ | 1.332.847 $ | +154.853 $ | 1.177.994 $ | -387.633 $ | 1.565.627 $ | |
|---|
| Legacy Trust | 1.564.655 $ | +23.747 $ | 1.540.908 $ | +258.932 $ | 1.281.976 $ | -180.389 $ | 1.462.365 $ | |
|---|
| Forum Financial Management, LP | 1.562.889 $ | +72.457 $ | 1.490.432 $ | +74.137 $ | 1.416.295 $ | -59.993 $ | 1.476.288 $ | |
|---|
| DELTA ASSET MANAGEMENT LLC/TN | 1.560.924 $ | +16.084 $ | 1.544.840 $ | | | | | |
|---|
| Checchi Capital Advisers, LLC | 1.513.349 $ | -46.029 $ | 1.559.378 $ | | | | | |
|---|
| ARROW FINANCIAL CORP | 1.420.131 $ | -51.680 $ | 1.471.811 $ | +143.093 $ | 1.328.718 $ | -220.462 $ | 1.549.180 $ | |
|---|
| NWAM LLC | 1.498.226 $ | -49.353 $ | 1.547.579 $ | +106.788 $ | 1.440.791 $ | | | |
|---|
| Centerline Wealth Advisors, LLC | 1.546.715 $ | +33.193 $ | 1.513.522 $ | +84.849 $ | 1.428.673 $ | | | |
|---|
| BIRCHBROOK, INC. | 1.387.233 $ | -74.014 $ | 1.461.247 $ | +77.101 $ | 1.384.146 $ | -160.953 $ | 1.545.099 $ | |
|---|
| PEOPLES FINANCIAL SERVICES CORP. | 1.161.204 $ | -97.966 $ | 1.259.170 $ | +62.637 $ | 1.196.533 $ | -342.886 $ | 1.539.419 $ | |
|---|
| First Command Advisory Services, Inc. | 1.116.873 $ | +35.064 $ | 1.081.809 $ | +21.792 $ | 1.060.017 $ | -474.919 $ | 1.534.936 $ | |
|---|
| INCEPTIONR LLC | | | | | | | 1.534.936 $ | |
|---|
| Waldron Private Wealth LLC | 1.471.873 $ | -62.205 $ | 1.534.078 $ | | | | | |
|---|
| Missouri Trust & Investment Co | 1.532.937 $ | +207.886 $ | 1.325.051 $ | +48.620 $ | 1.276.431 $ | -37.343 $ | 1.313.774 $ | |
|---|
| Barnes Dennig Private Wealth Management LLC | 1.351.214 $ | -29.285 $ | 1.380.499 $ | +31.446 $ | 1.349.053 $ | -180.335 $ | 1.529.388 $ | |
|---|
| Bank of New Hampshire | | | 983.642 $ | -20.126 $ | 1.003.768 $ | -524.870 $ | 1.528.638 $ | |
|---|
| Infusive Asset Management Inc. | | | | | 1.527.967 $ | | | |
|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 1.524.613 $ | +169.086 $ | 1.355.527 $ | +201.289 $ | | | 1.154.238 $ | |
|---|
| Emerald Advisors, LLC | 1.523.905 $ | +143.438 $ | 1.380.467 $ | | | | | |
|---|
| Deseret Mutual Benefit Administrators | 1.521.025 $ | +84.745 $ | 1.436.280 $ | +204.479 $ | 1.231.801 $ | -166.989 $ | 1.398.790 $ | |
|---|
| PRECEDENT WEALTH PARTNERS, LLC | 423.528 $ | +9.090 $ | 414.438 $ | +24.788 $ | 389.650 $ | -1.131.052 $ | 1.520.702 $ | |
|---|
| CALDWELL SUTTER CAPITAL, INC. | 1.519.137 $ | +63.077 $ | 1.456.060 $ | | | | | |
|---|
| EVERMAY WEALTH MANAGEMENT LLC | 1.217.663 $ | -134.775 $ | 1.352.438 $ | +18.041 $ | 1.334.397 $ | -184.496 $ | 1.518.893 $ | |
|---|
| Abbot Financial Management, Inc. | 1.301.224 $ | -18.140 $ | 1.319.364 $ | +48.756 $ | 1.270.608 $ | -238.883 $ | 1.509.491 $ | |
|---|
| Bigelow Investment Advisors, LLC | 1.302.300 $ | -24.015 $ | 1.326.315 $ | +23.608 $ | 1.302.707 $ | -200.142 $ | 1.502.849 $ | |
|---|
| Banque Cantonale Vaudoise | 1.502.000 $ | +1.499.596 $ | 2.404 $ | +4 $ | 2.400 $ | -4.240 $ | 6.640 $ | |
|---|
| K2 PRINCIPAL FUND, L.P. | | | | | | | 1.499.400 $ | |
|---|
| Intrua Financial, LLC | 1.498.185 $ | +74.744 $ | 1.423.441 $ | | | | | |
|---|
| CSS LLC/IL | 1.495.334 $ | +783.304 $ | 712.030 $ | | | | | |
|---|
| Dynasty Wealth Management, LLC | 212.648 $ | -1.276.368 $ | | | | | 1.489.016 $ | |
|---|
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1.324.524 $ | -48.882 $ | 1.373.406 $ | +89.795 $ | 1.283.611 $ | -203.944 $ | 1.487.555 $ | |
|---|
| Emprise Bank | 1.265.272 $ | +12.266 $ | 1.253.006 $ | +80.623 $ | 1.172.383 $ | -297.629 $ | 1.470.012 $ | |
|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | | | 1.468.530 $ | | | | | |
|---|
| Oxbow Advisors, LLC | 1.467.531 $ | +80.648 $ | 1.386.883 $ | +73.912 $ | 1.312.971 $ | -152.733 $ | 1.465.704 $ | |
|---|
| Calamos Wealth Management LLC | 1.464.797 $ | +109.098 $ | 1.355.699 $ | | | | | |
|---|
| Canandaigua National Trust Co of Florida | 1.433.334 $ | +68.117 $ | 1.365.217 $ | -93.297 $ | 1.458.514 $ | +397.988 $ | 1.060.526 $ | |
|---|
| Kidder Stephen W | 1.378.939 $ | -78.548 $ | 1.457.487 $ | | | | | |
|---|
| Keel Point, LLC | 798.140 $ | +90.051 $ | 708.089 $ | -740.439 $ | 1.448.528 $ | +721.299 $ | 727.229 $ | |
|---|
| PDS Planning, Inc | 1.447.173 $ | +5.273 $ | 1.441.900 $ | +170.277 $ | 1.271.623 $ | -163.333 $ | 1.434.956 $ | |
|---|
| Godshalk Welsh Capital Management, Inc. | 1.209.156 $ | +39.993 $ | 1.169.163 $ | +15.133 $ | 1.154.030 $ | -291.392 $ | 1.445.422 $ | |
|---|
| Loudon Investment Management, LLC | 887.671 $ | +19.050 $ | 868.621 $ | -115.737 $ | 984.358 $ | -449.818 $ | 1.434.176 $ | |
|---|
| Gryphon Financial Partners LLC | 1.430.373 $ | +176.055 $ | 1.254.318 $ | | | | | |
|---|
| HERITAGE OAK WEALTH ADVISORS LLC | 1.422.234 $ | +50.882 $ | 1.371.352 $ | +63.802 $ | 1.307.550 $ | +271.662 $ | 1.035.888 $ | |
|---|
| S&T BANK/PA | 847.630 $ | -234.039 $ | 1.081.669 $ | -53.479 $ | 1.135.148 $ | -286.134 $ | 1.421.282 $ | |
|---|
| Gen-Wealth Partners Inc | 912.616 $ | -508.468 $ | 1.421.084 $ | +77.346 $ | 1.343.738 $ | -58.499 $ | 1.402.237 $ | |
|---|
| Pine Haven Investment Counsel, Inc | 1.420.992 $ | +29.793 $ | 1.391.199 $ | | | | | |
|---|
| IMS Capital Management | | | 1.185.410 $ | +49.382 $ | 1.136.028 $ | -283.842 $ | 1.419.870 $ | |
|---|
| Wedmont Private Capital | 1.395.523 $ | +31.714 $ | 1.363.809 $ | +256.218 $ | 1.107.591 $ | -310.054 $ | 1.417.645 $ | |
|---|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 1.356.838 $ | +29.118 $ | 1.327.720 $ | +79.414 $ | 1.248.306 $ | -169.227 $ | 1.417.533 $ | |
|---|
| PFG Advisors | 1.078.261 $ | -336.459 $ | 1.414.720 $ | | | | | |
|---|
| YANKCOM Partnership | 1.327.701 $ | +58.262 $ | 1.269.439 $ | -12.408 $ | 1.281.847 $ | -131.937 $ | 1.413.784 $ | |
|---|
| Asset Dedication, LLC | 1.315.524 $ | +64.324 $ | 1.251.200 $ | +141.494 $ | 1.109.706 $ | -303.471 $ | 1.413.177 $ | |
|---|
| R Squared Ltd | 234.225 $ | -1.175.170 $ | | | 1.409.395 $ | +920.591 $ | 488.804 $ | |
|---|
| LRI Investments, LLC | 1.334.228 $ | +15.853 $ | 1.318.375 $ | +77.405 $ | 1.240.970 $ | -165.529 $ | 1.406.499 $ | |
|---|
| XY Capital Ltd | 718.748 $ | +167.661 $ | 551.087 $ | -855.200 $ | | | 1.406.287 $ | |
|---|
| WINNOW WEALTH LLC | 929.520 $ | -23.076 $ | 952.596 $ | -452.970 $ | 1.405.566 $ | +469.405 $ | 936.161 $ | |
|---|
| Accordant Advisory Group Inc | 77.645 $ | +1.666 $ | 75.979 $ | -1.329.587 $ | 1.405.566 $ | +1.353.536 $ | 52.030 $ | |
|---|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 1.301.113 $ | -102.307 $ | 1.403.420 $ | +73.786 $ | 1.329.634 $ | +77.785 $ | 1.251.849 $ | |
|---|
| Accredited Investors Inc. | 1.315.760 $ | +14.192 $ | 1.301.568 $ | +44.462 $ | 1.257.106 $ | -145.974 $ | 1.403.080 $ | |
|---|
| Elmwood Wealth Management, Inc. | 1.330.606 $ | +30.802 $ | 1.299.804 $ | +74.443 $ | 1.225.361 $ | -176.538 $ | 1.401.899 $ | |
|---|
| SUMMIT WEALTH GROUP LLC / CO | 336.985 $ | -1.057.354 $ | 1.394.339 $ | +1.100.834 $ | 293.505 $ | | | |
|---|
| CTC Alternative Strategies, Ltd. | | | 966.368 $ | -425.334 $ | 1.391.702 $ | | | |
|---|
| Baader Bank Aktiengesellschaft | 907.744 $ | -400.331 $ | 1.308.075 $ | +153.132 $ | 1.154.943 $ | -235.906 $ | 1.390.849 $ | |
|---|
| FSM Wealth Advisors, LLC | 1.199.291 $ | -190.420 $ | 1.389.711 $ | +189.139 $ | 1.200.572 $ | +44.123 $ | 1.156.449 $ | |
|---|
| Taylor Hoffman Capital Management LLC | 1.055.733 $ | -2.623 $ | 1.058.356 $ | +55.644 $ | 1.002.712 $ | -385.477 $ | 1.388.189 $ | |
|---|
| GPS Wealth Strategies Group, LLC | 174.921 $ | -915.981 $ | 1.090.902 $ | -33.093 $ | 1.123.995 $ | -264.060 $ | 1.388.055 $ | |
|---|
| Clear Creek Financial Management, LLC | 1.386.874 $ | +227.715 $ | 1.159.159 $ | | | | | |
|---|
| Flavin Financial Services, Inc. | 1.378.794 $ | -4.586 $ | 1.383.380 $ | +288.596 $ | 1.094.784 $ | -235.932 $ | 1.330.716 $ | |
|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.331.722 $ | +44.028 $ | 1.287.694 $ | -95.353 $ | | | 1.383.047 $ | |
|---|
| Renaissance Investment Group LLC | 1.162.943 $ | -81.777 $ | 1.244.720 $ | +65.207 $ | 1.179.513 $ | -196.112 $ | 1.375.625 $ | |
|---|
| Argentarii, LLC | 846.775 $ | -206.512 $ | 1.053.287 $ | +25.208 $ | 1.028.079 $ | -340.526 $ | 1.368.605 $ | |
|---|
| FIRST NATIONAL BANK SIOUX FALLS | 1.152.896 $ | +24.742 $ | 1.128.154 $ | +66.420 $ | 1.061.734 $ | -302.570 $ | 1.364.304 $ | |
|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | | | | | 1.364.238 $ | | | |
|---|
| IAMS WEALTH MANAGEMENT, LLC | 1.311.668 $ | -49.559 $ | 1.361.227 $ | | | | | |
|---|
| Accent Capital Management, LLC | 1.359.042 $ | +66.794 $ | 1.292.248 $ | | | | | |
|---|
| One Capital Management, LLC | 1.317.655 $ | -41.241 $ | 1.358.896 $ | +214.679 $ | 1.144.217 $ | -107.884 $ | 1.252.101 $ | |
|---|
| STRATEGY ASSET MANAGERS LLC | 1.358.255 $ | +449.025 $ | 909.230 $ | +71.980 $ | 837.250 $ | -179.394 $ | 1.016.644 $ | |
|---|
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.024.158 $ | +18.889 $ | 1.005.269 $ | +52.337 $ | 952.932 $ | -403.575 $ | 1.356.507 $ | |
|---|
| AVISO WEALTH MANAGEMENT | 1.239.260 $ | +4.204 $ | 1.235.056 $ | +19.716 $ | 1.215.340 $ | -138.733 $ | 1.354.073 $ | |
|---|
| Baker Avenue Asset Management, LP | 1.282.115 $ | -71.546 $ | 1.353.661 $ | +901.055 $ | 452.606 $ | -369.804 $ | 822.410 $ | |
|---|
| Bank of Jackson Hole Trust | 1.193.656 $ | -38.143 $ | 1.231.799 $ | -100.749 $ | 1.332.548 $ | -19.676 $ | 1.352.224 $ | |
|---|
| Founders Capital Management | 515.236 $ | +11.057 $ | 504.179 $ | +11.673 $ | 492.506 $ | -855.451 $ | 1.347.957 $ | |
|---|
| Pinnacle Wealth Management Group, Inc. | 1.042.529 $ | -32.539 $ | 1.075.068 $ | +39.874 $ | 1.035.194 $ | -309.468 $ | 1.344.662 $ | |
|---|
| Pinion Investment Advisors, LLC | 1.179.999 $ | -159.073 $ | 1.339.072 $ | +328.860 $ | 1.010.212 $ | -100.498 $ | 1.110.710 $ | |
|---|
| Stratos Wealth Advisors, LLC | 1.333.227 $ | +35.064 $ | 1.298.163 $ | | | | | |
|---|
| CIDEL ASSET MANAGEMENT INC | 1.318.950 $ | +79.567 $ | 1.239.383 $ | | | | | |
|---|
| IFC Advisors LLC | 1.118.738 $ | -27.112 $ | 1.145.850 $ | +33.017 $ | 1.112.833 $ | -202.141 $ | 1.314.974 $ | |
|---|
| MN Wealth Advisors, LLC | 814.090 $ | -487.343 $ | 1.301.433 $ | +116.900 $ | 1.184.533 $ | -129.629 $ | 1.314.162 $ | |
|---|
| Sageworth Trust Co | | | 1.312.412 $ | +898.278 $ | | | 414.134 $ | |
|---|
| STALEY CAPITAL ADVISERS INC | 1.069.780 $ | -152.592 $ | 1.222.372 $ | +50.369 $ | 1.172.003 $ | -136.462 $ | 1.308.465 $ | |
|---|
| Grandview Asset Management LLC | 1.296.362 $ | -10.876 $ | 1.307.238 $ | +1.305.943 $ | 1.295 $ | -599 $ | 1.894 $ | |
|---|
| Legacy Private Trust Co. | 1.304.309 $ | +27.991 $ | 1.276.318 $ | +266.609 $ | 1.009.709 $ | -173.317 $ | 1.183.026 $ | |
|---|
| Premier Path Wealth Partners, LLC | 1.288.121 $ | +172.466 $ | 1.115.655 $ | -187.623 $ | | | 1.303.278 $ | |
|---|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.116.404 $ | -186.054 $ | 1.302.458 $ | +742.312 $ | 560.146 $ | +341.315 $ | 218.831 $ | |
|---|
| Members Trust Co | 1.296.702 $ | +5.217 $ | 1.291.485 $ | | | | | |
|---|
| Wealth Advisors of Tampa Bay, LLC | 1.294.120 $ | +103.515 $ | | | 1.190.605 $ | +340.894 $ | 849.711 $ | |
|---|
| Goldstone Financial Group, LLC | 1.288.337 $ | +23.294 $ | 1.265.043 $ | +84.088 $ | 1.180.955 $ | +391.887 $ | 789.068 $ | |
|---|
| SEAVIEW INVESTMENT MANAGERS LLC | | | | | 221.827 $ | -1.066.308 $ | 1.288.135 $ | |
|---|
| Asset Advisors Investment Management, LLC | 997.033 $ | +21.396 $ | 975.637 $ | -49.918 $ | 1.025.555 $ | -257.182 $ | 1.282.737 $ | |
|---|
| Ted Buchan & Co | 1.281.060 $ | +39.851 $ | 1.241.209 $ | +253.946 $ | 987.263 $ | +678.387 $ | 308.876 $ | |
|---|
| ShankerValleau Wealth Advisors, Inc. | 1.195.378 $ | +25.653 $ | 1.169.725 $ | +69.964 $ | 1.099.761 $ | -179.077 $ | 1.278.838 $ | |
|---|
| AdvisorNet Financial, Inc | 1.121.803 $ | +36.555 $ | 1.085.248 $ | -6.006 $ | 1.091.254 $ | -180.292 $ | 1.271.546 $ | |
|---|
| AUGUSTINE ASSET MANAGEMENT INC | 1.251.064 $ | +52.549 $ | 1.198.515 $ | +81.589 $ | 1.116.926 $ | -154.265 $ | 1.271.191 $ | |
|---|
| Piscataqua Savings Bank | 1.177.110 $ | +32.705 $ | 1.144.405 $ | +61.457 $ | 1.082.948 $ | -184.000 $ | 1.266.948 $ | |
|---|
| Brown Miller Wealth Management, LLC | 757.369 $ | -43.953 $ | 801.322 $ | -267.582 $ | 1.068.904 $ | -192.915 $ | 1.261.819 $ | |
|---|
| Garda Capital Partners LP | | | | | 1.214.768 $ | -44.728 $ | 1.259.496 $ | |
|---|
| XTX Topco Ltd | 491.987 $ | -767.479 $ | 1.259.466 $ | +739.474 $ | | | 519.992 $ | |
|---|
| MCF Advisors LLC | 1.258.368 $ | +200.114 $ | 1.058.254 $ | +10.687 $ | 1.047.567 $ | -181.268 $ | 1.228.835 $ | |
|---|
| DAGCO, INC. | 761.374 $ | +16.340 $ | 745.034 $ | +26.208 $ | 718.826 $ | -528.894 $ | 1.247.720 $ | |
|---|
| Segment Wealth Management, LLC | 1.243.888 $ | +16.162 $ | 1.227.726 $ | | | | | |
|---|
| Golden State Equity Partners | 641.918 $ | -214.081 $ | 855.999 $ | -98.818 $ | 954.817 $ | -286.035 $ | 1.240.852 $ | |
|---|
| MCCARTER PRIVATE WEALTH SERVICES LLC | 1.234.702 $ | +252.465 $ | 982.237 $ | +140.350 $ | 841.887 $ | -267.070 $ | 1.108.957 $ | |
|---|
| West Family Investments, Inc. | 733.674 $ | +191.386 $ | | | 542.288 $ | -686.620 $ | 1.228.908 $ | |
|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 1.039.802 $ | -100.711 $ | 1.140.513 $ | +72.177 $ | 1.068.336 $ | -157.424 $ | 1.225.760 $ | |
|---|
| Legacy Financial Advisors, Inc. | 1.225.396 $ | | | | | | | |
|---|
| Strengthening Families & Communities, LLC | | | 1.223.378 $ | +1.214.382 $ | 8.996 $ | -154.615 $ | 163.611 $ | |
|---|
| Minot DeBlois Advisors LLC | 1.208.993 $ | +24.541 $ | 1.184.452 $ | +85.242 $ | 1.099.210 $ | -123.060 $ | 1.222.270 $ | |
|---|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1.056.989 $ | +49.086 $ | 1.007.903 $ | -213.607 $ | | | 1.221.510 $ | |
|---|
| WASHINGTON TRUST BANK | 626.034 $ | -153.549 $ | 779.583 $ | -45.403 $ | 824.986 $ | -384.580 $ | 1.209.566 $ | |
|---|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1.115.150 $ | -7.668 $ | 1.122.818 $ | +67.158 $ | 1.055.660 $ | -148.358 $ | 1.204.018 $ | |
|---|
| PATRON PARTNERS, LLC | 1.203.702 $ | +21.619 $ | 1.182.083 $ | +54.065 $ | 1.128.018 $ | | | |
|---|
| Widmann Financial Services, Inc. | 1.203.605 $ | +14.595 $ | 1.189.010 $ | +89.141 $ | 1.099.869 $ | | | |
|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 597.617 $ | +167.590 $ | 430.027 $ | +205.031 $ | 224.996 $ | -965.827 $ | 1.190.823 $ | |
|---|
| NCM Capital Management, LLC | 1.188.455 $ | +25.505 $ | 1.162.950 $ | +343.957 $ | 818.993 $ | -129.268 $ | 948.261 $ | |
|---|
| Trust Co | 1.183.609 $ | +459.781 $ | 723.828 $ | -194.378 $ | 918.206 $ | +19.765 $ | 898.441 $ | |
|---|
| ORLEANS CAPITAL MANAGEMENT CORP/LA | | | | | | | 1.182.727 $ | |
|---|
| 111 Capital | | | | | 1.182.286 $ | +857.216 $ | 325.070 $ | |
|---|
| Nordwand Advisors, LLC | 685.882 $ | +8.540 $ | 677.342 $ | -504.812 $ | 1.182.154 $ | | | |
|---|
| Westover Capital Advisors, LLC | 1.174.137 $ | +675.435 $ | 498.702 $ | +184.975 $ | 313.727 $ | | | |
|---|
| Clearstead Trust, LLC | 908.031 $ | -90.759 $ | 998.790 $ | -174.013 $ | 1.172.803 $ | | | |
|---|
| First City Capital Management, Inc. | 1.172.563 $ | +221.078 $ | 951.485 $ | +34.751 $ | 916.734 $ | -18.841 $ | 935.575 $ | |
|---|
| Concord Wealth Partners | 1.140.800 $ | +7.444 $ | 1.133.356 $ | -39.129 $ | 1.172.485 $ | +64.879 $ | 1.107.606 $ | |
|---|
| Concord Asset Management, LLC/VA | 1.002.970 $ | +6.871 $ | 996.099 $ | -176.386 $ | 1.172.485 $ | +195.943 $ | 976.542 $ | |
|---|
| Summit X, LLC | | | | | 1.026.327 $ | -145.097 $ | 1.171.424 $ | |
|---|
| SFMG, LLC | 1.168.059 $ | +32.931 $ | 1.135.128 $ | +304.475 $ | 830.653 $ | -240.828 $ | 1.071.481 $ | |
|---|
| FOX RUN MANAGEMENT, L.L.C. | 1.167.105 $ | +110.575 $ | 1.056.530 $ | | | | | |
|---|
| Tevis Investment Management | | | | | | | 1.166.171 $ | |
|---|
| Pflug Koory, LLC | 1.084.581 $ | -34.445 $ | 1.119.026 $ | +101.526 $ | 1.017.500 $ | -144.535 $ | 1.162.035 $ | |
|---|
| FIRST AMERICAN TRUST, FSB | 1.011.760 $ | -148.583 $ | 1.160.343 $ | +177.032 $ | 983.311 $ | -83.424 $ | 1.066.735 $ | |
|---|
| Schrum Private Wealth Management LLC | 1.134.051 $ | -23.975 $ | 1.158.026 $ | | | | | |
|---|
| LCM Capital Management Inc | 1.042.602 $ | -46.160 $ | 1.088.762 $ | +65.093 $ | 1.023.669 $ | -133.894 $ | 1.157.563 $ | |
|---|
| Zullo Investment Group, Inc. | 1.025.271 $ | -1.451 $ | 1.026.722 $ | +42.896 $ | 983.826 $ | -168.139 $ | 1.151.965 $ | |
|---|
| Diligent Investors, LLC | 824.741 $ | +15.733 $ | 809.008 $ | -205.894 $ | 1.014.902 $ | -131.933 $ | 1.146.835 $ | |
|---|
| Parcion Private Wealth LLC | 1.145.864 $ | +282.439 $ | 863.425 $ | +461.363 $ | 402.062 $ | +144.465 $ | 257.597 $ | |
|---|
| RETIREMENT GUYS FORMULA LLC | 1.115.672 $ | -27.058 $ | 1.142.730 $ | | | | | |
|---|
| Shepherd Financial Partners LLC | 1.050.171 $ | +12.847 $ | 1.037.324 $ | +16.638 $ | 1.020.686 $ | -120.711 $ | 1.141.397 $ | |
|---|
| Autumn Glory Partners, LLC | 1.121.896 $ | +227.293 $ | 894.603 $ | +60.638 $ | 833.965 $ | -306.915 $ | 1.140.880 $ | |
|---|
| Truvestments Capital LLC | 1.138.922 $ | +8.209 $ | 1.130.713 $ | +719.823 $ | 410.890 $ | -67.186 $ | 478.076 $ | |
|---|
| Lion Street Advisors, LLC | | | 1.135.416 $ | | | | | |
|---|
| Portus Wealth Advisors, LLC | 1.133.521 $ | +24.185 $ | 1.109.336 $ | | | | | |
|---|
| Pinnacle Bancorp, Inc. | 1.050.997 $ | +22.555 $ | 1.028.442 $ | +94.787 $ | 933.655 $ | -198.092 $ | 1.131.747 $ | |
|---|
| Weaver Capital Management LLC | 1.099.002 $ | +155.474 $ | 943.528 $ | +68.857 $ | 874.671 $ | -254.627 $ | 1.129.298 $ | |
|---|
| Spectrum Strategic Capital Management, LLC | 580.538 $ | -45.544 $ | 626.082 $ | -217.125 $ | 843.207 $ | -284.042 $ | 1.127.249 $ | |
|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | | | | | | | 1.124.550 $ | |
|---|
| Texas Bank & Trust Co | 1.075.539 $ | +23.082 $ | 1.052.457 $ | +64.270 $ | 988.187 $ | -133.664 $ | 1.121.851 $ | |
|---|
| Ipsen Advisor Group LLC | 1.121.132 $ | +42.930 $ | 1.078.202 $ | | | | | |
|---|
| PBMares Wealth Management LLC | | | 1.057.189 $ | +70.021 $ | 987.168 $ | -133.600 $ | 1.120.768 $ | |
|---|
| Schonfeld Strategic Advisors LLC | | | | | 1.119.300 $ | +814.024 $ | 305.276 $ | |
|---|
| RiverFront Investment Group, LLC | 711.285 $ | -406.196 $ | 1.117.481 $ | +448.170 $ | 669.311 $ | -47.402 $ | 716.713 $ | |
|---|
| Indiana Trust & Investment Management Co | 911.926 $ | -50.790 $ | 962.716 $ | +23.383 $ | 939.333 $ | -174.871 $ | 1.114.204 $ | |
|---|
| NICOLET BANKSHARES INC | 1.057.168 $ | +23.670 $ | 1.033.498 $ | +81.886 $ | 951.612 $ | -157.494 $ | 1.109.106 $ | |
|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | | | | | 767.549 $ | -339.908 $ | 1.107.457 $ | |
|---|
| McGlone Suttner Wealth Management, Inc. | 1.068.190 $ | -36.315 $ | 1.104.505 $ | +133.202 $ | 971.303 $ | -107.463 $ | 1.078.766 $ | |
|---|
| BIP Wealth, LLC | 1.104.235 $ | +494.675 $ | 609.560 $ | +98.393 $ | 511.167 $ | -14.860 $ | 526.027 $ | |
|---|
| Archford Capital Strategies, LLC | 554.019 $ | +1.497 $ | 552.522 $ | -192.115 $ | 744.637 $ | -355.417 $ | 1.100.054 $ | |
|---|
| Hemenway Trust Co LLC | 668.373 $ | -11.357 $ | 679.730 $ | -42.529 $ | 722.259 $ | -376.951 $ | 1.099.210 $ | |
|---|
| Park Edge Advisors, LLC | 1.020.098 $ | +21.824 $ | 998.274 $ | +59.742 $ | 938.532 $ | -160.353 $ | 1.098.885 $ | |
|---|
| Guinness Atkinson Asset Management Inc | 1.093.339 $ | +7.863 $ | 1.085.476 $ | | | | | |
|---|
| PATRICK M SWEENEY & ASSOCIATES, INC | 1.044.720 $ | +5.780 $ | 1.038.940 $ | +36.985 $ | 1.001.955 $ | -87.826 $ | 1.089.781 $ | |
|---|
| Phoenix Wealth Advisors | 918.744 $ | -6.049 $ | 924.793 $ | +43.675 $ | 881.118 $ | -208.078 $ | 1.089.196 $ | |
|---|
| BANK OF NOVA SCOTIA TRUST CO | 293.499 $ | -795.614 $ | 1.089.113 $ | | | | | |
|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1.085.442 $ | +190.137 $ | 895.305 $ | | | | | |
|---|
| Tempus Wealth Planning, LLC | 1.085.029 $ | +29.855 $ | 1.055.174 $ | | | | | |
|---|
| VERUS CAPITAL PARTNERS, LLC | 1.083.253 $ | +28.161 $ | 1.055.092 $ | +164.076 $ | 891.016 $ | -134.828 $ | 1.025.844 $ | |
|---|
| Hudock, Inc. | 1.016.077 $ | +21.806 $ | 994.271 $ | +68.721 $ | 925.550 $ | -157.464 $ | 1.083.014 $ | |
|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.078.740 $ | +20.250 $ | 1.058.490 $ | | | | | |
|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 1.076.055 $ | +20.845 $ | 1.055.210 $ | +28.270 $ | 1.026.940 $ | +8.117 $ | 1.018.823 $ | |
|---|
| DOLIVER ADVISORS, LP | 1.060.613 $ | +15.599 $ | 1.045.014 $ | -27.943 $ | 1.072.957 $ | +282.023 $ | 790.934 $ | |
|---|
| waypoint wealth counsel | 1.071.952 $ | +78.479 $ | 993.473 $ | +612.668 $ | 380.805 $ | | | |
|---|
| EagleClaw Capital Managment, LLC | 1.070.659 $ | +22.977 $ | 1.047.682 $ | | | | | |
|---|
| Bridgewater Advisors Inc. | 1.070.581 $ | +42.055 $ | 1.028.526 $ | | | | | |
|---|
| Ramirez Asset Management, Inc. | 114.816 $ | +2.464 $ | 112.352 $ | -6.484 $ | 118.836 $ | -951.586 $ | 1.070.422 $ | |
|---|
| KEATING INVESTMENT COUNSELORS INC | 980.242 $ | +21.037 $ | 959.205 $ | +17.760 $ | 941.445 $ | -127.627 $ | 1.069.072 $ | |
|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 1.034.158 $ | +64.606 $ | 969.552 $ | +31.211 $ | 938.341 $ | -129.455 $ | 1.067.796 $ | |
|---|
| Cross Staff Investments Inc | 1.001.770 $ | +21.499 $ | 980.271 $ | +58.632 $ | 921.639 $ | -139.936 $ | 1.061.575 $ | |
|---|
| Wellington Shields & Co., LLC | 1.054.154 $ | +144.103 $ | 910.051 $ | | | | | |
|---|
| CRA Financial Services, LLC | 878.896 $ | -76.497 $ | 955.393 $ | +79.869 $ | 875.524 $ | -176.401 $ | 1.051.925 $ | |
|---|
| FULLCIRCLE WEALTH LLC | | | 1.051.598 $ | +62.958 $ | 988.640 $ | +82.686 $ | 905.954 $ | |
|---|
| Physician Wealth Advisors, Inc. | 358.588 $ | -664.170 $ | 1.022.758 $ | +94.645 $ | 928.113 $ | -123.286 $ | 1.051.399 $ | |
|---|
| Gateway Wealth Partners, LLC | 1.051.368 $ | +161.845 $ | 889.523 $ | | | | | |
|---|
| Bank & Trust Co | 1.050.997 $ | +82.663 $ | 968.334 $ | +57.918 $ | 910.416 $ | -91.633 $ | 1.002.049 $ | |
|---|
| Altus Wealth Group LLC | 896.669 $ | -81.593 $ | 978.262 $ | +43.622 $ | 934.640 $ | -114.746 $ | 1.049.386 $ | |
|---|
| Alta Advisers Ltd | 717.169 $ | -195.270 $ | 912.439 $ | -11.445 $ | 923.884 $ | -125.246 $ | 1.049.130 $ | |
|---|
| Diversified Enterprises, LLC | 1.038.266 $ | +283.922 $ | 754.344 $ | -24.233 $ | 778.577 $ | -155.338 $ | 933.915 $ | |
|---|
| CATALYST FINANCIAL PARTNERS LLC | 1.038.224 $ | +106.545 $ | 931.679 $ | +197.405 $ | 734.274 $ | -102.091 $ | 836.365 $ | |
|---|
| MB, LEVIS & ASSOCIATES, LLC | 905.925 $ | -7.796 $ | 913.721 $ | +670 $ | 913.051 $ | -124.264 $ | 1.037.315 $ | |
|---|
| Fairtree Asset Management (Pty) Ltd | 1.035.353 $ | | | | | | | |
|---|
| ABLE Financial Group, LLC | 463.713 $ | +3.070 $ | 460.643 $ | -509.972 $ | 970.615 $ | -59.473 $ | 1.030.088 $ | |
|---|
| Destiny Wealth Partners, LLC | 441.083 $ | -587.960 $ | 1.029.043 $ | +90.139 $ | 938.904 $ | +44.483 $ | 894.421 $ | |
|---|
| Transamerica Financial Advisors, LLC | 1.028.372 $ | +60.027 $ | 968.345 $ | +12.858 $ | 955.487 $ | +954.518 $ | 969 $ | |
|---|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 548.964 $ | -2.263 $ | 551.227 $ | +52.776 $ | 498.451 $ | -529.388 $ | 1.027.839 $ | |
|---|
| INSIGNEO ADVISORY SERVICES, LLC | 1.018.603 $ | -9.037 $ | 1.027.640 $ | +219.864 $ | 807.776 $ | -52.213 $ | 859.989 $ | |
|---|
| VERITY Wealth Advisors | 981.246 $ | +21.058 $ | 960.188 $ | +57.431 $ | 902.757 $ | -122.383 $ | 1.025.140 $ | |
|---|
| Ellenbecker Investment Group | 802.768 $ | -58.148 $ | 860.916 $ | +20.908 $ | 840.008 $ | -182.091 $ | 1.022.099 $ | |
|---|
| JEPPSON WEALTH MANAGEMENT, LLC | 1.013.538 $ | +28.773 $ | 984.765 $ | +80.291 $ | 904.474 $ | -110.620 $ | 1.015.094 $ | |
|---|
| Carson Advisory Inc. | 985.827 $ | -26.172 $ | 1.011.999 $ | +70.012 $ | 941.987 $ | -12.677 $ | 954.664 $ | |
|---|
| CoreFirst Bank & Trust | 931.014 $ | -12.602 $ | 943.616 $ | +52.478 $ | 891.138 $ | -120.807 $ | 1.011.945 $ | |
|---|
| Advisory Alpha, LLC | 1.008.666 $ | +220.119 $ | 788.547 $ | | | | | |
|---|
| SEVEN MILE ADVISORY | 1.007.518 $ | +443.444 $ | 564.074 $ | +191.853 $ | 372.221 $ | -10.126 $ | 382.347 $ | |
|---|
| Aureus Asset Management, LLC | 855.388 $ | -71.946 $ | 927.334 $ | +55.465 $ | 871.869 $ | -133.188 $ | 1.005.057 $ | |
|---|
| Canopy Partners, LLC | 912.500 $ | +29.694 $ | 882.806 $ | +54.783 $ | 828.023 $ | -176.875 $ | 1.004.898 $ | |
|---|
| Farmers & Merchants Trust Co of Long Beach | 595.320 $ | -405.173 $ | 1.000.493 $ | +52.183 $ | 948.310 $ | +81.807 $ | 866.503 $ | |
|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 998.421 $ | +45.579 $ | 952.842 $ | +75.257 $ | 877.585 $ | -22.135 $ | 899.720 $ | |
|---|
| M1 Capital Management LLC | 982.825 $ | +21.092 $ | 961.733 $ | +81.818 $ | 879.915 $ | -118.236 $ | 998.151 $ | |
|---|
| MERITAGE PORTFOLIO MANAGEMENT | 950.174 $ | +20.391 $ | 929.783 $ | +49.442 $ | 880.341 $ | -117.718 $ | 998.059 $ | |
|---|
| Heartwood Wealth Advisors LLC | 991.149 $ | +18.883 $ | 972.266 $ | +46.534 $ | 925.732 $ | +38.537 $ | 887.195 $ | |
|---|
| Impact Partnership Wealth, LLC | 990.853 $ | | | | | | | |
|---|
| Versant Capital Management, Inc | 808.735 $ | +23.395 $ | 785.340 $ | +262.858 $ | 522.482 $ | -467.722 $ | 990.204 $ | |
|---|
| Argyle Capital Management, LLC | 825.240 $ | -129.752 $ | 954.992 $ | +57.120 $ | 897.872 $ | -91.732 $ | 989.604 $ | |
|---|
| Advisor Resource Council | 989.102 $ | | | | | | | |
|---|
| Venturi Wealth Management, LLC | 847.604 $ | +122.678 $ | 724.926 $ | +192.432 $ | 532.494 $ | -455.400 $ | 987.894 $ | |
|---|
| HORAN Wealth, LLC | 985.212 $ | +14.584 $ | 970.628 $ | | | | | |
|---|
| Charles Schwab Trust Co | 978.376 $ | | | | | | | |
|---|
| EARNED WEALTH ADVISORS, LLC | | | 977.764 $ | +454.370 $ | 523.394 $ | +194.170 $ | 329.224 $ | |
|---|
| Parvin Asset Management, LLC | 705.114 $ | -226.565 $ | 931.679 $ | +57.178 $ | 874.501 $ | -103.108 $ | 977.609 $ | |
|---|
| MBA Advisors LLC | 971.800 $ | +41.921 $ | 929.879 $ | | | | | |
|---|
| Seneca House Advisors | 971.349 $ | | | | | | | |
|---|
| Mattson Financial Services, LLC | | | | | 871.210 $ | -100.114 $ | 971.324 $ | |
|---|
| Custos Family Office, LLC | 970.617 $ | +7.208 $ | 963.409 $ | +80.390 $ | 883.019 $ | -80.927 $ | 963.946 $ | |
|---|
| Wells Trecaso Financial Group, LLC | | | 580.004 $ | -207.975 $ | 787.979 $ | -176.741 $ | 964.720 $ | |
|---|
| WBI INVESTMENTS, LLC | | | | | | | 963.748 $ | |
|---|
| PUZO MICHAEL J | 871.884 $ | -91.535 $ | 963.419 $ | | | | | |
|---|
| Cornell Pochily Investment Advisors, Inc. | 795.972 $ | +28.317 $ | 767.655 $ | +67.299 $ | 700.356 $ | -260.452 $ | 960.808 $ | |
|---|
| Graves Light Lenhart Wealth, Inc. | 957.629 $ | | | | | | | |
|---|
| Ellevest, Inc. | 956.130 $ | | | | | | | |
|---|
| GREENWOOD CAPITAL ASSOCIATES LLC | 264.220 $ | -9.778 $ | 273.998 $ | -10.152 $ | 284.150 $ | -670.766 $ | 954.916 $ | |
|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | 953.101 $ | +165.949 $ | 787.152 $ | +181.596 $ | 605.556 $ | +147.067 $ | 458.489 $ | |
|---|
| Core Wealth Partners LLC | 709.993 $ | -242.608 $ | 952.601 $ | | | | | |
|---|
| Rockingstone Advisors LLC | 575.372 $ | +20.774 $ | 554.598 $ | -96.887 $ | 651.485 $ | -300.484 $ | 951.969 $ | |
|---|
| NORRIS PERNE & FRENCH LLP/MI | 892.199 $ | +18.445 $ | 873.754 $ | +29.946 $ | 843.808 $ | -106.962 $ | 950.770 $ | |
|---|
| RFP Financial Group LLC | 772.716 $ | -131.681 $ | 904.397 $ | +62.042 $ | 842.355 $ | -105.332 $ | 947.687 $ | |
|---|
| Old Port Advisors | 854.737 $ | -2.301 $ | 857.038 $ | +42.483 $ | 814.555 $ | -132.383 $ | 946.938 $ | |
|---|
| Neo Ivy Capital Management | | | | | 944.482 $ | | | |
|---|
| Pollock Investment Advisors, LLC | 851.648 $ | +17.294 $ | 834.354 $ | +48.980 $ | 785.374 $ | -156.399 $ | 941.773 $ | |
|---|
| Demars Financial Group, LLC | 941.144 $ | +1.238 $ | 939.906 $ | +60.179 $ | 879.727 $ | +873.223 $ | 6.504 $ | |
|---|
| Annex Advisory Services, LLC | 937.627 $ | +254.202 $ | 683.425 $ | +42.885 $ | 640.540 $ | -193.892 $ | 834.432 $ | |
|---|
| INVESCO, LLC | 934.172 $ | +53.051 $ | 881.121 $ | +173.783 $ | 707.338 $ | -202.648 $ | 909.986 $ | |
|---|
| Clayton Financial Group LLC | 932.446 $ | +60.738 $ | 871.708 $ | +412.974 $ | | | 458.734 $ | |
|---|
| Castle Rock Wealth Management, LLC | 930.596 $ | +28.047 $ | 902.549 $ | | | | | |
|---|
| Glen Eagle Advisors, LLC | 730.303 $ | -47.856 $ | 778.159 $ | -25.648 $ | 803.807 $ | -124.033 $ | 927.840 $ | |
|---|
| Shum Financial Group, Inc. | 628.672 $ | +7.733 $ | 620.939 $ | -303.203 $ | | | 924.142 $ | |
|---|
| Integris Wealth Management, LLC | 907.181 $ | +19.468 $ | 887.713 $ | +53.096 $ | 834.617 $ | -83.157 $ | 917.774 $ | |
|---|
| Winthrop Advisory Group LLC | 895.086 $ | +34.479 $ | 860.607 $ | +44.903 $ | 815.704 $ | -101.530 $ | 917.234 $ | |
|---|
| SkyOak Wealth, LLC | | | | | | | 915.684 $ | |
|---|
| Mill Creek Capital Advisors, LLC | 889.250 $ | -22.346 $ | 911.596 $ | | | | | |
|---|
| Corsicana & Co. | 901.306 $ | -4.532 $ | 905.838 $ | | | | | |
|---|
| Garrett Wealth Advisory Group, LLC | 905.223 $ | +12.404 $ | 892.819 $ | | | | | |
|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 901.306 $ | +361.033 $ | 540.273 $ | | | | | |
|---|
| Annis Gardner Whiting Capital Advisors, LLC | 900.807 $ | +298.038 $ | 602.769 $ | | | | | |
|---|
| Coastwise Capital Group, LLC | 814.949 $ | +25.073 $ | 789.876 $ | +46.274 $ | 743.602 $ | -155.288 $ | 898.890 $ | |
|---|
| Verity Asset Management, Inc. | 894.217 $ | | | | | | | |
|---|
| Forza Wealth Management, LLC | 599.196 $ | -221.535 $ | 820.731 $ | +49.089 $ | 771.642 $ | -121.101 $ | 892.743 $ | |
|---|
| Gallagher Fiduciary Advisors, LLC | 499.233 $ | +7.246 $ | 491.987 $ | -273.288 $ | 765.275 $ | -122.055 $ | 887.330 $ | |
|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 763.670 $ | +14.282 $ | 749.388 $ | +44.823 $ | 704.565 $ | -182.180 $ | 886.745 $ | |
|---|
| Carlson Capital, L.P. | | | | | 884.668 $ | | | |
|---|
| Johnson & White Wealth Management, LLC | 883.457 $ | +126.817 $ | 756.640 $ | +755.890 $ | 750 $ | -109 $ | 859 $ | |
|---|
| ERn Financial, LLC | | | | | | | 875.794 $ | |
|---|
| BROADWATER CAPITAL MANAGEMENT LLC | 829.546 $ | +17.803 $ | 811.743 $ | +48.552 $ | 763.191 $ | -110.959 $ | 874.150 $ | |
|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 733.002 $ | +13.757 $ | 719.245 $ | -27.134 $ | 746.379 $ | -126.705 $ | 873.084 $ | |
|---|
| Towerpoint Wealth, LLC | 255.609 $ | -557.960 $ | 813.569 $ | +74.937 $ | 738.632 $ | -132.519 $ | 871.151 $ | |
|---|
| OAK HILL WEALTH ADVISORS, LLC | | | 868.341 $ | | | | | |
|---|
| WEATHERLY ASSET MANAGEMENT L. P. | 602.985 $ | +18.803 $ | 584.182 $ | -167.086 $ | 751.268 $ | -113.130 $ | 864.398 $ | |
|---|
| PROMETHIUM ADVISORS,LLC | 862.408 $ | +67.798 $ | 794.610 $ | +90.441 $ | 704.169 $ | -40.733 $ | 744.902 $ | |
|---|
| Heartland Bank & Trust Co | 816.198 $ | -6.921 $ | 823.119 $ | +81.318 $ | 741.801 $ | -118.255 $ | 860.056 $ | |
|---|
| BRASS TAX WEALTH MANAGEMENT, INC | | | 735.433 $ | -40.357 $ | 775.790 $ | -80.245 $ | 856.035 $ | |
|---|
| Wolff Financial Management LLC | 850.817 $ | +18.259 $ | 832.558 $ | +831.775 $ | 783 $ | -105 $ | 888 $ | |
|---|
| Quotient Wealth Partners, LLC | 846.728 $ | +143.405 $ | 703.323 $ | +157.866 $ | 545.457 $ | -301.703 $ | 847.160 $ | |
|---|
| Elyxium Wealth, LLC | 846.338 $ | +29.539 $ | 816.799 $ | +29.181 $ | 787.618 $ | -22.658 $ | 810.276 $ | |
|---|
| Goepper Burkhardt LLC | 750.905 $ | -35.567 $ | 786.472 $ | +43.343 $ | 743.129 $ | -100.742 $ | 843.871 $ | |
|---|
| Quad-Cities Investment Group, LLC | 843.108 $ | +10.650 $ | 832.458 $ | | | | | |
|---|
| Triton Wealth Management, PLLC | 323.141 $ | -517.707 $ | 840.848 $ | | | | | |
|---|
| First National Bank of Hutchinson | 800.411 $ | -38.999 $ | 839.410 $ | +591.571 $ | 247.839 $ | -54.440 $ | 302.279 $ | |
|---|
| Range Financial Group LLC | 839.161 $ | +324.589 $ | 514.572 $ | +39.360 $ | 475.212 $ | -6.695 $ | 481.907 $ | |
|---|
| Souders Financial Advisors | 540.411 $ | +52.606 $ | 487.805 $ | +129.262 $ | 358.543 $ | -480.555 $ | 839.098 $ | |
|---|
| Probity Advisors, Inc. | 839.047 $ | +421.210 $ | 417.837 $ | | | | | |
|---|
| KFG WEALTH MANAGEMENT, LLC | 655.007 $ | -159.949 $ | 814.956 $ | +26.384 $ | 788.572 $ | -48.975 $ | 837.547 $ | |
|---|
| Royal Capital Wealth Management, LLC | 811.231 $ | +17.409 $ | 793.822 $ | +50.486 $ | 743.336 $ | -94.004 $ | 837.340 $ | |
|---|
| General Partner, Inc. | 799.120 $ | +17.151 $ | 781.969 $ | +46.770 $ | 735.199 $ | -99.667 $ | 834.866 $ | |
|---|
| Vigilare Wealth Management | 229.632 $ | +4.928 $ | 224.704 $ | -174.585 $ | 399.289 $ | -435.432 $ | 834.721 $ | |
|---|
| Addison Advisors LLC | 822.801 $ | +3.192 $ | 819.609 $ | +32.385 $ | 787.224 $ | -46.743 $ | 833.967 $ | |
|---|
| PROFFITT & GOODSON INC | 831.986 $ | +21.225 $ | 810.761 $ | +58.661 $ | 752.100 $ | -65.823 $ | 817.923 $ | |
|---|
| STAR Financial Bank | 604.076 $ | -37.875 $ | 641.951 $ | -22.738 $ | 664.689 $ | -166.878 $ | 831.567 $ | |
|---|
| Alpha Cubed Investments, LLC | 546.459 $ | +44.169 $ | 502.290 $ | -15.096 $ | 517.386 $ | -311.114 $ | 828.500 $ | |
|---|
| Trust Co of the South | 379.323 $ | -248.303 $ | 627.626 $ | -138.866 $ | 766.492 $ | -61.627 $ | 828.119 $ | |
|---|
| Profit Investment Management, LLC | 288.619 $ | -34.394 $ | 323.013 $ | -373.103 $ | 696.116 $ | -128.855 $ | 824.971 $ | |
|---|
| Hudson Value Partners, LLC | 694.022 $ | +17.101 $ | 676.921 $ | +40.488 $ | 636.433 $ | -183.739 $ | 820.172 $ | |
|---|
| DRW Securities, LLC | 818.817 $ | +523.077 $ | | | 295.740 $ | | | |
|---|
| WEIK CAPITAL MANAGEMENT | 681.720 $ | +12.523 $ | 669.197 $ | -12.790 $ | 681.987 $ | -134.436 $ | 816.423 $ | |
|---|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 679.280 $ | +14.577 $ | 664.703 $ | -11.210 $ | 675.913 $ | -136.612 $ | 812.525 $ | |
|---|
| Investment Partners Asset Management, Inc. | 633.067 $ | -68.290 $ | 701.357 $ | +20.823 $ | 680.534 $ | -126.893 $ | 807.427 $ | |
|---|
| Nadler Financial Group, Inc. | 520.253 $ | -130.961 $ | 651.214 $ | -46.738 $ | 697.952 $ | -109.447 $ | 807.399 $ | |
|---|
| Millstone Evans Group, LLC | 729.647 $ | -23.103 $ | 752.750 $ | +45.028 $ | 707.722 $ | -99.386 $ | 807.108 $ | |
|---|
| K.J. Harrison & Partners Inc | | | 805.617 $ | | | | | |
|---|
| Exchange Bank | 722.479 $ | +27.865 $ | 694.614 $ | +10.779 $ | 683.835 $ | -121.345 $ | 805.180 $ | |
|---|
| Charter Oak Capital Management, LLC | 777.063 $ | -27.695 $ | 804.758 $ | | | | | |
|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | 804.439 $ | +120.908 $ | 683.531 $ | -9.159 $ | 692.690 $ | +135.719 $ | 556.971 $ | |
|---|
| Base Wealth Management LLC | 740.707 $ | +15.896 $ | 724.811 $ | +16.945 $ | 707.866 $ | -96.562 $ | 804.428 $ | |
|---|
| AMI INVESTMENT MANAGEMENT INC | 801.847 $ | +5.973 $ | 795.874 $ | | | | | |
|---|
| SIG BROKERAGE, LP | | | 801.070 $ | +142.454 $ | 658.616 $ | +358.886 $ | 299.730 $ | |
|---|
| St. Louis Trust Co | 800.555 $ | +17.181 $ | 783.374 $ | | | | | |
|---|
| Iron Gate Global Advisors LLC | 724.784 $ | -71.001 $ | 795.785 $ | | | | | |
|---|
| Cladis Investment Advisory, LLC | 757.786 $ | +14.578 $ | 743.208 $ | +44.452 $ | 698.756 $ | -94.726 $ | 793.482 $ | |
|---|
| SILVER OAK SECURITIES, INCORPORATED | 789.755 $ | +203.890 $ | 585.865 $ | +192.985 $ | 392.880 $ | -81.600 $ | 474.480 $ | |
|---|
| Paragon Private Wealth Management, LLC | 789.216 $ | | | | | | | |
|---|
| Notis-McConarty Edward | | | | | 475.344 $ | -308.842 $ | 784.186 $ | |
|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 632.995 $ | +8.248 $ | 624.747 $ | -64.304 $ | 689.051 $ | -93.411 $ | 782.462 $ | |
|---|
| KEYNOTE FINANCIAL SERVICES LLC | 781.897 $ | +15.375 $ | 766.522 $ | +39.378 $ | 727.144 $ | +269.827 $ | 457.317 $ | |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 642.539 $ | +9.155 $ | 633.384 $ | -54.544 $ | 687.928 $ | -93.259 $ | 781.187 $ | |
|---|
| Foster Group, Inc. | 781.159 $ | | | | | | | |
|---|
| Aware Super Pty Ltd as trustee of Aware Super | | | | | | | 780.888 $ | |
|---|
| ACIMA PRIVATE WEALTH, LLC | 747.165 $ | +16.034 $ | 731.131 $ | +43.731 $ | 687.400 $ | -93.188 $ | 780.588 $ | |
|---|
| Obermeyer Wealth Partners | 778.165 $ | +46.192 $ | 731.973 $ | | | | | |
|---|
| Boltwood Capital Management | 743.577 $ | +12.446 $ | 731.131 $ | +47.692 $ | 683.439 $ | -94.150 $ | 777.589 $ | |
|---|
| Falcon Wealth Planning | 776.317 $ | +128.593 $ | 647.724 $ | +84.559 $ | 563.165 $ | -82.343 $ | 645.508 $ | |
|---|
| Congress Park Capital LLC | 775.008 $ | | | | | | | |
|---|
| Carl P. Sherr & Co., LLC | 324.467 $ | +10.303 $ | 314.164 $ | -301.406 $ | 615.570 $ | -158.420 $ | 773.990 $ | |
|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 740.707 $ | -31.433 $ | 772.140 $ | | | | | |
|---|
| Dominguez Wealth Management Solutions, Inc. | 735.469 $ | +15.784 $ | 719.685 $ | +39.031 $ | 680.654 $ | -90.597 $ | 771.251 $ | |
|---|
| WEST BANCORPORATION INC | 769.124 $ | +29.707 $ | 739.417 $ | +136.654 $ | 602.763 $ | -132.993 $ | 735.756 $ | |
|---|
| Triad Wealth Partners, LLC | 768.919 $ | +10.883 $ | 758.036 $ | +280.429 $ | 477.607 $ | -28.452 $ | 506.059 $ | |
|---|
| GenTrust, LLC | 768.050 $ | +293.503 $ | 474.547 $ | | | | | |
|---|
| Financial Advocates Investment Management | | | | | 441.089 $ | -325.755 $ | 766.844 $ | |
|---|
| Capital Advisors Wealth Management, LLC | 765.592 $ | +12.509 $ | 753.083 $ | | | | | |
|---|
| ARMSTRONG ADVISORY GROUP, INC | 665.434 $ | +14.281 $ | 651.153 $ | +27.326 $ | 623.827 $ | -139.410 $ | 763.237 $ | |
|---|
| Armstrong, Fleming & Moore, Inc | 731.457 $ | -31.210 $ | 762.667 $ | | | | | |
|---|
| CPA Asset Management Group, LLC | 728.221 $ | +15.628 $ | 712.593 $ | +42.622 $ | 669.971 $ | -90.825 $ | 760.796 $ | |
|---|
| Riverbend Wealth Management, LLC | 754.646 $ | +80.376 $ | 674.270 $ | | | | | |
|---|
| ROMAN BUTLER FULLERTON & CO | 709.882 $ | -43.629 $ | 753.511 $ | | | | | |
|---|
| Quent Capital, LLC | 724.359 $ | +103.460 $ | 620.899 $ | +38.647 $ | 582.252 $ | -169.938 $ | 752.190 $ | |
|---|
| Windsor Capital Management, LLC | 735.451 $ | +57.635 $ | 677.816 $ | +15.658 $ | 662.158 $ | -89.729 $ | 751.887 $ | |
|---|
| Delaney Dennis R | 601.349 $ | -148.601 $ | 749.950 $ | +23.069 $ | 726.881 $ | | | |
|---|
| Moment Partners, LLC | | | 707.917 $ | +41.480 $ | 666.437 $ | -82.813 $ | 749.250 $ | |
|---|
| NOVUS ADVISORS, LLC | | | | | | | 748.950 $ | |
|---|
| 1620 INVESTMENT ADVISORS, INC. | 746.769 $ | +14.481 $ | 732.288 $ | +64.988 $ | 667.300 $ | -79.444 $ | 746.744 $ | |
|---|
| Westmount Partners, LLC | 575.841 $ | +3.677 $ | 572.164 $ | -74.897 $ | 647.061 $ | -99.356 $ | 746.417 $ | |
|---|
| Chesapeake Wealth Management | 696.358 $ | +33.110 $ | 663.248 $ | +43.356 $ | 619.892 $ | -125.420 $ | 745.312 $ | |
|---|
| FLAGSHIP WEALTH ADVISORS, LLC | 462.996 $ | -254.073 $ | 717.069 $ | +57.149 $ | 659.920 $ | -84.813 $ | 744.733 $ | |
|---|
| First Bancorp, Inc /ME/ | 743.002 $ | +14.258 $ | 728.744 $ | +62.072 $ | 666.672 $ | -50.346 $ | 717.018 $ | |
|---|
| Hopwood Financial Services, Inc. | | | 697.517 $ | +46.420 $ | 651.097 $ | -90.811 $ | 741.908 $ | |
|---|
| apricus wealth, LLC | 740.276 $ | +107.032 $ | 633.244 $ | +92.672 $ | 540.572 $ | -5.809 $ | 546.381 $ | |
|---|
| Invst, LLC | | | | | 630.063 $ | -109.777 $ | 739.840 $ | |
|---|
| WRAPMANAGER INC | 650.074 $ | -84.778 $ | 734.852 $ | | | | | |
|---|
| Ironvine Capital Partners, LLC | 703.248 $ | +15.092 $ | 688.156 $ | +41.160 $ | 646.996 $ | -87.710 $ | 734.706 $ | |
|---|
| PERSONAL CFO SOLUTIONS, LLC | 611.843 $ | +40.095 $ | 571.748 $ | +75.510 $ | 496.238 $ | -238.053 $ | 734.291 $ | |
|---|
| Richard W. Paul & Associates, LLC | 732.576 $ | +67.544 $ | 665.032 $ | +21.852 $ | 643.180 $ | -42.045 $ | 685.225 $ | |
|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 731.512 $ | +32.410 $ | 699.102 $ | | | | | |
|---|
| IVC Wealth Advisors LLC | 731.243 $ | +70.043 $ | 661.200 $ | | | | | |
|---|
| OneAscent Wealth Management LLC | 698.799 $ | -31.629 $ | 730.428 $ | +729.756 $ | 672 $ | | | |
|---|
| Advyzon Investment Management, LLC | | | 728.549 $ | +113.428 $ | 615.121 $ | +183.352 $ | 431.769 $ | |
|---|
| Kestra Investment Management, LLC | | | | | 728.523 $ | +321.285 $ | 407.238 $ | |
|---|
| Blueshift Asset Management, LLC | 255.609 $ | -472.853 $ | 728.462 $ | +391.760 $ | 336.702 $ | | | |
|---|
| Centennial Bank/AR/ | 689.470 $ | +14.796 $ | 674.674 $ | +40.354 $ | 634.320 $ | -90.940 $ | 725.260 $ | |
|---|
| Lantz Financial LLC | 723.306 $ | +43.048 $ | 680.258 $ | | | | | |
|---|
| Gilbert & Cook, Inc. | 719.842 $ | -2.441 $ | 722.283 $ | | | | | |
|---|
| HOEY INVESTMENTS, INC | 647.993 $ | +7.446 $ | 640.547 $ | +14.149 $ | 626.398 $ | -88.966 $ | 715.364 $ | |
|---|
| PRENTISS SMITH & CO INC | 663.780 $ | +14.245 $ | 649.535 $ | +25.646 $ | 623.889 $ | -84.578 $ | 708.467 $ | |
|---|
| Argent Advisors, Inc. | 707.123 $ | +14.192 $ | 692.931 $ | +200.950 $ | 491.981 $ | -29.660 $ | 521.641 $ | |
|---|
| American Capital Advisory, LLC | 658.614 $ | +14.977 $ | 643.637 $ | +39.289 $ | 604.348 $ | -98.571 $ | 702.919 $ | |
|---|
| Tarbox Family Office, Inc. | 702.817 $ | +2.302 $ | 700.515 $ | | | | | |
|---|
| Astoria Portfolio Advisors LLC. | 545.914 $ | +311.148 $ | 234.766 $ | -467.908 $ | 702.674 $ | +48.202 $ | 654.472 $ | |
|---|
| Quarry LP | 294.503 $ | -407.697 $ | 702.200 $ | +631.955 $ | 70.245 $ | -284.963 $ | 355.208 $ | |
|---|
| MITCHELL CAPITAL MANAGEMENT CO | | | 702.200 $ | +259.727 $ | | | 442.473 $ | |
|---|
| FLORIDA FINANCIAL ADVISORS, LLC | 695.509 $ | +97.764 $ | 597.745 $ | +63.273 $ | 534.472 $ | -44.000 $ | 578.472 $ | |
|---|
| Petros Family Wealth, LLC | 626.567 $ | +18.362 $ | 608.205 $ | +54.614 $ | 553.591 $ | -141.751 $ | 695.342 $ | |
|---|
| Miller Investment Management, LP | 664.641 $ | +14.263 $ | 650.378 $ | +38.901 $ | 611.477 $ | -82.895 $ | 694.372 $ | |
|---|
| LongView Wealth Management | 641.572 $ | -14.238 $ | 655.810 $ | +51.863 $ | 603.947 $ | -88.204 $ | 692.151 $ | |
|---|
| Hexagon Capital Partners LLC | | | | | | | 691.458 $ | |
|---|
| CVA Family Office, LLC | 636.495 $ | -25.664 $ | 662.159 $ | +111.461 $ | 550.698 $ | -140.580 $ | 691.278 $ | |
|---|
| Arlington Trust Co LLC | 81.089 $ | -388.683 $ | 469.772 $ | +43.415 $ | 426.357 $ | -264.567 $ | 690.924 $ | |
|---|
| Guardian Wealth Advisors, LLC | 690.393 $ | +17.217 $ | 673.176 $ | +70.796 $ | 602.380 $ | -70.534 $ | 672.914 $ | |
|---|
| Black Diamond Financial, LLC | 657.579 $ | -13.416 $ | 670.995 $ | +40.159 $ | 630.836 $ | -55.496 $ | 686.332 $ | |
|---|
| Legacy Wealth Asset Management, LLC | 685.882 $ | | | | | | | |
|---|
| JT Stratford LLC | 605.511 $ | -12.285 $ | 617.796 $ | +17.014 $ | 600.782 $ | -83.094 $ | 683.876 $ | |
|---|
| WJ Financial Advisors LLC | 624.490 $ | -51.622 $ | 676.112 $ | | | | | |
|---|
| JMAC ENTERPRISES LLC | 644.361 $ | -28.303 $ | 672.664 $ | | | | | |
|---|
| 17 CAPITAL PARTNERS, LLC | 672.248 $ | +317.216 $ | 355.032 $ | +21.235 $ | 333.797 $ | | | |
|---|
| Curat Global, LLC | 348.278 $ | -322.560 $ | 670.838 $ | +40.124 $ | 630.714 $ | -10.533 $ | 641.247 $ | |
|---|
| Trueblood Wealth Management, LLC | 649.984 $ | -19.787 $ | 669.771 $ | | | | | |
|---|
| MERIDIAN INVESTMENT COUNSEL INC. | 539.922 $ | -65.655 $ | 605.577 $ | +3.475 $ | 602.102 $ | -67.380 $ | 669.482 $ | |
|---|
| 360 Financial, Inc. | 668.674 $ | +10.980 $ | 657.694 $ | | | | | |
|---|
| Laraway Financial Advisors Inc | 625.358 $ | -624 $ | 625.982 $ | +37.526 $ | 588.456 $ | -79.673 $ | 668.129 $ | |
|---|
| E Fund Management (Hong Kong) Co., Ltd. | 664.722 $ | +479.622 $ | 185.100 $ | +100.198 $ | 84.902 $ | +84.806 $ | 96 $ | |
|---|
| WAYCROSS PARTNERS, LLC | 636.224 $ | +13.653 $ | 622.571 $ | +37.238 $ | 585.333 $ | -79.351 $ | 664.684 $ | |
|---|
| Sippican Capital Advisors | 653.590 $ | -10.551 $ | 664.141 $ | +68.905 $ | 595.236 $ | +8.671 $ | 586.565 $ | |
|---|
| KWB Wealth | 662.934 $ | | | | | | | |
|---|
| Quantum Financial Advisors, LLC | 662.843 $ | | | | | | | |
|---|
| COMMUNITY TRUST & INVESTMENT CO | 618.857 $ | -31.663 $ | 650.520 $ | +68.487 $ | 582.033 $ | -78.904 $ | 660.937 $ | |
|---|
| New England Research & Management, Inc. | | | 659.506 $ | +658.849 $ | 657 $ | -148 $ | 805 $ | |
|---|
| Fortune Financial Advisors, LLC | 658.753 $ | +14.137 $ | 644.616 $ | | | | | |
|---|
| Old North State Wealth Management, LLC | 613.460 $ | -44.909 $ | 658.369 $ | +75.279 $ | 583.090 $ | -16.334 $ | 599.424 $ | |
|---|
| Allegheny Financial Group | 655.130 $ | +15.323 $ | 639.807 $ | | | | | |
|---|
| First Affirmative Financial Network | | | 642.939 $ | +14.610 $ | 628.329 $ | -25.017 $ | 653.346 $ | |
|---|
| Elefante Mark B | 412.620 $ | +2.535 $ | 410.085 $ | -242.904 $ | | | 652.989 $ | |
|---|
| MCMORGAN & CO LLC | | | 652.785 $ | +119.589 $ | 533.196 $ | -46.793 $ | 579.989 $ | |
|---|
| Prestige Wealth Management Group LLC | 569.441 $ | -28.684 $ | 598.125 $ | +42.650 $ | 555.475 $ | -97.182 $ | 652.657 $ | |
|---|
| AMERIFLEX GROUP, INC. | | | 162.649 $ | -222.340 $ | 384.989 $ | -266.112 $ | 651.101 $ | |
|---|
| Councilmark Asset Management, LLC | 613.404 $ | +4.737 $ | 608.667 $ | +36.406 $ | 572.261 $ | -77.579 $ | 649.840 $ | |
|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 216.011 $ | -185.523 $ | | | 401.534 $ | -248.306 $ | 649.840 $ | |
|---|
| Transce3nd, LLC | 8.629 $ | -1.695 $ | 10.324 $ | -629.338 $ | 639.662 $ | -9.382 $ | 649.044 $ | |
|---|
| Perennial Advisors, LLC | 612.636 $ | +55.279 $ | 557.357 $ | -14.326 $ | 571.683 $ | -77.032 $ | 648.715 $ | |
|---|
| Optas, LLC | 648.711 $ | +62.796 $ | 585.915 $ | | | | | |
|---|
| Tortoise Investment Management, LLC | 624.584 $ | +16.213 $ | 608.371 $ | +40.595 $ | 567.776 $ | -80.787 $ | 648.563 $ | |
|---|
| D.B. Root & Company, LLC | 647.706 $ | +25.276 $ | 622.430 $ | | | | | |
|---|
| United Advisor Group, LLC | 647.607 $ | +61.410 $ | 586.197 $ | +103.063 $ | 483.134 $ | +32.114 $ | 451.020 $ | |
|---|
| REIK & CO., LLC | 562.598 $ | -41.996 $ | 604.594 $ | +36.162 $ | 568.432 $ | -77.060 $ | 645.492 $ | |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 643.992 $ | +14.878 $ | 629.114 $ | | | | | |
|---|
| Pointe Capital Management LLC | 592.594 $ | -10.455 $ | 603.049 $ | +36.070 $ | 566.979 $ | -74.914 $ | 641.893 $ | |
|---|
| D'Orazio & Associates, Inc. | 641.339 $ | +132.717 $ | 508.622 $ | +139.354 $ | 369.268 $ | -63.404 $ | 432.672 $ | |
|---|
| Commonwealth Financial Services, LLC | 552.161 $ | -23.401 $ | 575.562 $ | +39.797 $ | 535.765 $ | -104.611 $ | 640.376 $ | |
|---|
| Blue Zone Wealth Advisors, LLC | 640.243 $ | +13.740 $ | 626.503 $ | | | | | |
|---|
| Thrive Wealth Management, LLC | 638.252 $ | | | | | | | |
|---|
| American Investment Services, Inc. | 567.048 $ | +12.169 $ | 554.879 $ | +33.188 $ | 521.691 $ | -113.755 $ | 635.446 $ | |
|---|
| CHILDRESS CAPITAL ADVISORS, LLC | 635.122 $ | +42.516 $ | 592.606 $ | +290.060 $ | 302.546 $ | -155.419 $ | 457.965 $ | |
|---|
| Auxano Advisors, LLC | 621.012 $ | -11.671 $ | 632.683 $ | | | | | |
|---|
| Watchman Group, Inc. | | | | | | | 632.447 $ | |
|---|
| TCFG WEALTH MANAGEMENT, LLC | 401.102 $ | -7.203 $ | 408.305 $ | -141.510 $ | 549.815 $ | -76.934 $ | 626.749 $ | |
|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 563.791 $ | -1.679 $ | 565.470 $ | +33.826 $ | 531.644 $ | -94.363 $ | 626.007 $ | |
|---|
| Signature Wealth Management Partners, LLC | 625.604 $ | +13.426 $ | 612.178 $ | | | | | |
|---|
| Allegiance Financial Group Advisory Services LLC | 625.322 $ | +132.372 $ | 492.950 $ | | | | | |
|---|
| Wick Capital Partners, LLC | 620.132 $ | | | | | | | |
|---|
| October Effect Ltd | 547.098 $ | -72.523 $ | 619.621 $ | +37.061 $ | 582.560 $ | | | |
|---|
| CHILTON CAPITAL MANAGEMENT LLC | 512.080 $ | -105.154 $ | 617.234 $ | +26.090 $ | 591.144 $ | -26.909 $ | 618.053 $ | |
|---|
| Symmetry Partners, LLC | 617.823 $ | +73.910 $ | 543.913 $ | +91.380 $ | 452.533 $ | +200.034 $ | 252.499 $ | |
|---|
| Wellington Shields Capital Management, LLC | 614.861 $ | +13.195 $ | 601.666 $ | +36.035 $ | 565.631 $ | | | |
|---|
| WEDGEWOOD INVESTORS INC /PA/ | 611.969 $ | +13.133 $ | 598.836 $ | +58.792 $ | 540.044 $ | -73.211 $ | 613.255 $ | |
|---|
| WORLD EQUITY GROUP, INC. | 612.510 $ | +348.861 $ | | | | | 263.649 $ | |
|---|
| Atlas Wealth LLC | 610.104 $ | +10.987 $ | 599.117 $ | | | | | |
|---|
| ELEVATUS WELATH MANAGEMENT | 608.423 $ | +210.375 $ | 398.048 $ | -642 $ | | | 398.690 $ | |
|---|
| VISTA INVESTMENT PARTNERS II, LLC | 597.896 $ | +27.297 $ | 570.599 $ | +34.059 $ | 536.540 $ | -60.935 $ | 597.475 $ | |
|---|
| Gerber Kawasaki Wealth & Investment Management | 438.423 $ | -46.969 $ | 485.392 $ | -111.416 $ | 596.808 $ | +30.757 $ | 566.051 $ | |
|---|
| Abel Hall, LLC | 596.182 $ | +51.837 $ | 544.345 $ | +91.580 $ | 452.765 $ | +166.391 $ | 286.374 $ | |
|---|
| Salomon & Ludwin, LLC | 594.520 $ | +20.921 $ | 573.599 $ | +94.554 $ | 479.045 $ | -87.128 $ | 566.173 $ | |
|---|
| Knuff & Co LLC | 416.495 $ | -89.370 $ | 505.865 $ | -19.918 $ | 525.783 $ | -68.579 $ | 594.362 $ | |
|---|
| LBMC INVESTMENT ADVISORS, LLC | 549.412 $ | +8.561 $ | 540.851 $ | +26.982 $ | 513.869 $ | -79.842 $ | 593.711 $ | |
|---|
| Monument Capital Management | 374.563 $ | -218.772 $ | 593.335 $ | | | | | |
|---|
| Successful Portfolios LLC | 587.752 $ | -4.614 $ | 592.366 $ | | | | | |
|---|
| Fairvoy Private Wealth, LLC | 543.367 $ | +22.615 $ | 520.752 $ | -17.707 $ | 538.459 $ | -52.904 $ | 591.363 $ | |
|---|
| Sunburst Financial Group, LLC | 590.546 $ | +10.567 $ | 579.979 $ | | | | | |
|---|
| SUMMIT SECURITIES GROUP LLC | 590.298 $ | +218.975 $ | 371.323 $ | +252.487 $ | 118.836 $ | | | |
|---|
| HOLLENCREST CAPITAL MANAGEMENT | 472.618 $ | -46.033 $ | 518.651 $ | +31.034 $ | 487.617 $ | -102.373 $ | 589.990 $ | |
|---|
| SEEDS INVESTOR LLC | 589.737 $ | +106.323 $ | 483.414 $ | +140.020 $ | 343.394 $ | -168.506 $ | 511.900 $ | |
|---|
| Institute for Wealth Management, LLC. | 585.203 $ | +48.420 $ | 536.783 $ | +181.060 $ | 355.723 $ | -67.655 $ | 423.378 $ | |
|---|
| COMPASS CAPITAL MANAGEMENT, INC | 584.413 $ | +52.426 $ | 531.987 $ | | | | | |
|---|
| Gilman Hill Asset Management, LLC | 549.357 $ | -5.765 $ | 555.122 $ | +33.203 $ | 521.919 $ | -61.008 $ | 582.927 $ | |
|---|
| CM WEALTH ADVISORS LLC | 582.846 $ | +122.905 $ | 459.941 $ | +27.510 $ | 432.431 $ | -89.210 $ | 521.641 $ | |
|---|
| Canton Hathaway, LLC | 582.835 $ | +12.835 $ | 570.000 $ | +569.464 $ | 536 $ | -73 $ | 609 $ | |
|---|
| Pines Wealth Management, LLC | 555.423 $ | -15.887 $ | 571.310 $ | +3.797 $ | 567.513 $ | -15.153 $ | 582.666 $ | |
|---|
| Voya Financial Advisors, Inc. | 582.441 $ | +15.033 $ | 567.408 $ | +77.318 $ | 490.090 $ | -48.476 $ | 538.566 $ | |
|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | | | 545.414 $ | +32.693 $ | 512.721 $ | -69.422 $ | 582.143 $ | |
|---|
| JNBA Financial Advisors | 538.930 $ | -5.568 $ | 544.498 $ | +32.568 $ | 511.930 $ | -69.400 $ | 581.330 $ | |
|---|
| Main Street Group, LTD | 580.497 $ | +12.459 $ | 568.038 $ | +19.679 $ | 548.359 $ | | | |
|---|
| AFT, FORSYTH & COMPANY, INC. | 511.505 $ | -31.155 $ | 542.660 $ | +32.457 $ | 510.203 $ | -69.165 $ | 579.368 $ | |
|---|
| BWM Planning, LLC | 571.679 $ | +13.532 $ | 558.147 $ | +43.155 $ | 514.992 $ | -64.267 $ | 579.259 $ | |
|---|
| Wealth Dimensions Group, Ltd. | 578.911 $ | +12.564 $ | 566.347 $ | +48.137 $ | | | 518.210 $ | |
|---|
| HOGE FINANCIAL SERVICES, LLC | 577.692 $ | +8.606 $ | 569.086 $ | +70.783 $ | 498.303 $ | -46.478 $ | 544.781 $ | |
|---|
| Breakwater Capital Group | 573.378 $ | +19.327 $ | 554.051 $ | | | | | |
|---|
| Regent Peak Wealth Advisors LLC | 456.693 $ | +6.290 $ | 450.403 $ | -121.930 $ | | | 572.333 $ | |
|---|
| SWEENEY & MICHEL, LLC | | | | | 493.252 $ | -77.811 $ | 571.063 $ | |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | 546.868 $ | +25.140 $ | 521.728 $ | +23.096 $ | 498.632 $ | -70.576 $ | 569.208 $ | |
|---|
| Dogwood Wealth Management LLC | 565.931 $ | +477.703 $ | 88.228 $ | +15.508 $ | 72.720 $ | +2.768 $ | 69.952 $ | |
|---|
| Bay Capital Advisors, LLC | 411.043 $ | +505 $ | 410.538 $ | -37.621 $ | 448.159 $ | -117.050 $ | 565.209 $ | |
|---|
| Capstone Financial Advisors, Inc. | 482.601 $ | +18.362 $ | 464.239 $ | +37.642 $ | 426.597 $ | -138.182 $ | 564.779 $ | |
|---|
| Almanack Investment Partners, LLC. | 562.679 $ | +36.485 $ | 526.194 $ | | | | | |
|---|
| Three Bridge Wealth Advisors, LLC | 561.564 $ | +18.061 $ | 543.503 $ | +41.487 $ | 502.016 $ | -34.319 $ | 536.335 $ | |
|---|
| Cypress Wealth Services, LLC | 560.495 $ | +99.944 $ | 460.551 $ | +151.752 $ | 308.799 $ | -8.869 $ | 317.668 $ | |
|---|
| Capital Wealth Planning, LLC | | | | | 280.453 $ | -277.924 $ | 558.377 $ | |
|---|
| ARGUS INVESTORS' COUNSEL, INC. | | | | | 412.493 $ | -144.384 $ | 556.877 $ | |
|---|
| Papamarkou Wellner Asset Management inc. | | | | | | | 554.778 $ | |
|---|
| CENTRAL BANK & TRUST CO | 516.672 $ | +11.088 $ | 505.584 $ | +20.733 $ | 484.851 $ | -69.927 $ | 554.778 $ | |
|---|
| MASECO LLP | 554.743 $ | +44.360 $ | | | 510.383 $ | | | |
|---|
| DecisionMap Wealth Management, LLC | | | | | | | 551.956 $ | |
|---|
| Banque de Luxembourg S.A. | 371.860 $ | +7.980 $ | 363.880 $ | -187.749 $ | 551.629 $ | +0 $ | 551.629 $ | |
|---|
| Polymer Capital Management (US) LLC | 550.399 $ | +345.637 $ | 204.762 $ | | | | | |
|---|
| Rock Point Advisors, LLC | 521.695 $ | +7.404 $ | 514.291 $ | +30.761 $ | 483.530 $ | -65.550 $ | 549.080 $ | |
|---|
| Moss Adams Wealth Advisors LLC | 548.584 $ | +76.743 $ | 471.841 $ | +123.387 $ | 348.454 $ | -50.087 $ | 398.541 $ | |
|---|
| Ackerman Capital Advisors, LLC | 547.227 $ | +8.068 $ | 539.159 $ | +33.769 $ | 505.390 $ | +101.732 $ | 403.658 $ | |
|---|
| QTR Family Wealth, LLC | 397.651 $ | -148.354 $ | 546.005 $ | +320.941 $ | 225.064 $ | | | |
|---|
| ARQ WEALTH ADVISORS, LLC | 541.099 $ | | | | | | | |
|---|
| GUARDIAN INVESTMENT MANAGEMENT | 538.200 $ | +7.337 $ | 530.863 $ | | | | | |
|---|
| Rakuten Securities, Inc. | 303.401 $ | -124.098 $ | 427.499 $ | -106.867 $ | 534.366 $ | +342.443 $ | 191.923 $ | |
|---|
| Independent Solutions Wealth Management, LLC | 452.519 $ | -81.013 $ | 533.532 $ | | | | | |
|---|
| Waratah Capital Advisors Ltd. | | | | | | | 533.487 $ | |
|---|
| DekaBank Deutsche Girozentrale | 532.325 $ | +145.850 $ | 386.475 $ | +23.843 $ | 362.632 $ | -51.538 $ | 414.170 $ | |
|---|
| SECURED RETIREMENT ADVISORS, LLC | 531.580 $ | +45.114 $ | 486.466 $ | | | | | |
|---|
| Covenant Asset Management, LLC | 431.852 $ | -65.727 $ | 497.579 $ | +29.761 $ | 467.818 $ | -63.420 $ | 531.238 $ | |
|---|
| Cohen Investment Advisors LLC | 530.880 $ | | | | | | | |
|---|
| Montis Financial, LLC | 528.791 $ | +11.246 $ | 517.545 $ | +219.000 $ | 298.545 $ | -56.949 $ | 355.494 $ | |
|---|
| Hurlow Wealth Management Group, Inc. | 330.527 $ | -24.365 $ | 354.892 $ | -109.625 $ | 464.517 $ | -63.422 $ | 527.939 $ | |
|---|
| Lewis Asset Management, LLC | 525.283 $ | +22.367 $ | 502.916 $ | +104.419 $ | 398.497 $ | | | |
|---|
| Sovran Advisors, LLC | 524.160 $ | +27.716 $ | 496.444 $ | +290.404 $ | 206.040 $ | -145.189 $ | 351.229 $ | |
|---|
| Capital Investment Services of America, Inc. | 500.311 $ | +10.737 $ | 489.574 $ | +29.283 $ | 460.291 $ | -62.400 $ | 522.691 $ | |
|---|
| Family Manage LLC | 522.126 $ | +202.485 $ | 319.641 $ | -109.621 $ | 429.262 $ | -83.533 $ | 512.795 $ | |
|---|
| Bogart Wealth, LLC | 495.668 $ | -26.191 $ | 521.859 $ | +29.420 $ | 492.439 $ | -25.956 $ | 518.395 $ | |
|---|
| OneAscent Family Office, LLC | | | 521.454 $ | +520.953 $ | 501 $ | +64 $ | 437 $ | |
|---|
| Whalen Wealth Management Inc. | 518.681 $ | | | | | | | |
|---|
| Huntleigh Advisors, Inc. | 478.041 $ | +11.381 $ | 466.660 $ | +11.720 $ | 454.940 $ | -63.366 $ | 518.306 $ | |
|---|
| Creekmur Asset Management LLC | | | 427.222 $ | -81.283 $ | 508.505 $ | -9.654 $ | 518.159 $ | |
|---|
| LAKE STREET PRIVATE WEALTH, LLC | 480.001 $ | -4.165 $ | 484.166 $ | -32.211 $ | 516.377 $ | +177.962 $ | 338.415 $ | |
|---|
| Optivise Advisory Services LLC | 514.141 $ | +47.658 $ | 466.483 $ | +23.152 $ | 443.331 $ | +102.069 $ | 341.262 $ | |
|---|
| Northwest Quadrant Wealth Management, LLC | 492.167 $ | +10.562 $ | 481.605 $ | +32.345 $ | 449.260 $ | -64.158 $ | 513.418 $ | |
|---|
| Root Financial Partners, LLC | 406.987 $ | -18.421 $ | 425.408 $ | -86.935 $ | 512.343 $ | | | |
|---|
| Marks Group Wealth Management, Inc | 449.866 $ | +22.507 $ | 427.359 $ | +25.561 $ | 401.798 $ | -107.098 $ | 508.896 $ | |
|---|
| COOPER/HAIMS ADVISORS, LLC | 487.032 $ | +10.452 $ | 476.580 $ | +23.884 $ | 452.696 $ | -56.122 $ | 508.818 $ | |
|---|
| Burford Brothers, Inc. | 480.199 $ | -3.458 $ | 483.657 $ | +34.267 $ | 449.390 $ | -59.091 $ | 508.481 $ | |
|---|
| CoreCap Advisors, LLC | 390.789 $ | -89.922 $ | 480.711 $ | -27.748 $ | 508.459 $ | | | |
|---|
| Golden State Wealth Management, LLC | 428.315 $ | -46.700 $ | 475.015 $ | +11.839 $ | 463.176 $ | -44.540 $ | 507.716 $ | |
|---|
| RIDGECREST WEALTH PARTNERS, LLC | 244.989 $ | -227.170 $ | 472.159 $ | +26.128 $ | 446.031 $ | -60.766 $ | 506.797 $ | |
|---|
| Renasant Bank | 505.477 $ | +10.707 $ | 494.770 $ | +59.698 $ | 435.072 $ | +104.005 $ | 331.067 $ | |
|---|
| SNS Financial Group, LLC | 504.321 $ | +33.565 $ | 470.756 $ | +46.114 $ | 424.642 $ | -68.962 $ | 493.604 $ | |
|---|
| PUREfi Wealth, LLC | 463.713 $ | +20.203 $ | 443.510 $ | +82.645 $ | 360.865 $ | -141.734 $ | 502.599 $ | |
|---|
| Smart Portfolios, LLC | 488.399 $ | +11.184 $ | 477.215 $ | +15.999 $ | 461.216 $ | -37.035 $ | 498.251 $ | |
|---|
| Strathmore Capital Advisors, Inc. | 329.235 $ | -167.782 $ | 497.017 $ | +26.429 $ | 470.588 $ | | | |
|---|
| Code Waechter LLC | 495.575 $ | +52.472 $ | 443.103 $ | +76.560 $ | 366.543 $ | +366.070 $ | 473 $ | |
|---|
| Waterfront Wealth Inc. | 469.216 $ | -25.438 $ | 494.654 $ | +68.223 $ | 426.431 $ | -50.328 $ | 476.759 $ | |
|---|
| Nemes Rush Group LLC | 273.440 $ | -59.595 $ | 333.035 $ | +4.710 $ | 328.325 $ | -166.243 $ | 494.568 $ | |
|---|
| Cromwell Holdings LLC | 438.451 $ | +182.147 $ | 256.304 $ | +114.361 $ | 141.943 $ | -351.809 $ | 493.752 $ | |
|---|
| Hardin Capital Partners, LLC | 475.333 $ | -18.309 $ | 493.642 $ | +27.852 $ | 465.790 $ | +4.637 $ | 461.153 $ | |
|---|
| Bond & Devick Financial Network, Inc. | 493.565 $ | +10.592 $ | 482.973 $ | | | | | |
|---|
| FINANCIAL CONSULATE, INC | 492.335 $ | +173 $ | 492.162 $ | | | | | |
|---|
| Ground Swell Capital, LLC | 491.412 $ | | | | | | | |
|---|
| Financial Council, LLC | 485.959 $ | -3.334 $ | 489.293 $ | | | | | |
|---|
| Arista Wealth Management, LLC | 466.727 $ | -20.881 $ | 487.608 $ | +23.751 $ | 463.857 $ | | | |
|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 487.501 $ | +14.111 $ | 473.390 $ | +104.370 $ | 369.020 $ | -83.614 $ | 452.634 $ | |
|---|
| CADINHA & CO LLC | 457.255 $ | +9.813 $ | 447.442 $ | +27.687 $ | 419.755 $ | -67.400 $ | 487.155 $ | |
|---|
| Stillwater Wealth Management Group | 297.517 $ | -10.047 $ | 307.564 $ | -178.242 $ | | | 485.806 $ | |
|---|
| Indie Asset Partners, LLC | | | | | | | 484.095 $ | |
|---|
| Hickory Point Bank & Trust | 483.088 $ | +17.389 $ | 465.699 $ | +27.854 $ | 437.845 $ | -33.117 $ | 470.962 $ | |
|---|
| Creekside Partners | 410.969 $ | -9.999 $ | 420.968 $ | +12.385 $ | 408.583 $ | -73.599 $ | 482.182 $ | |
|---|
| FAGAN ASSOCIATES, INC. | 467.523 $ | -13.842 $ | 481.365 $ | | | | | |
|---|
| GABLES CAPITAL MANAGEMENT INC. | 472.755 $ | -8.111 $ | 480.866 $ | | | | | |
|---|
| TILIA FIDUCIARY PARTNERS, INC. | 239.863 $ | -91.862 $ | 331.725 $ | -78.042 $ | 409.767 $ | -67.839 $ | 477.606 $ | |
|---|
| AGH Wealth Advisors, LLC | 271.686 $ | -88.121 $ | 359.807 $ | +19.147 $ | 340.660 $ | -136.601 $ | 477.261 $ | |
|---|
| Evernest Financial Advisors, LLC | 200.367 $ | -67.134 $ | 267.501 $ | -208.911 $ | | | 476.412 $ | |
|---|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 287.040 $ | +6.160 $ | 280.880 $ | -138.395 $ | 419.275 $ | -56.839 $ | 476.114 $ | |
|---|
| Atlas Legacy Advisors, LLC | 476.076 $ | +27.370 $ | 448.706 $ | +185.550 $ | 263.156 $ | +49.192 $ | 213.964 $ | |
|---|
| City State Bank | 457.398 $ | +5.603 $ | 451.795 $ | +7.612 $ | 444.183 $ | -30.227 $ | 474.410 $ | |
|---|
| D L CARLSON INVESTMENT GROUP INC | 356.073 $ | +5.816 $ | 350.257 $ | -9.684 $ | 359.941 $ | -113.869 $ | 473.810 $ | |
|---|
| Innova Wealth Partners | 457.255 $ | +8.268 $ | 448.987 $ | +32.137 $ | 416.850 $ | -56.511 $ | 473.361 $ | |
|---|
| Morey & Quinn Wealth Partners, LLC | 472.468 $ | -393 $ | 472.861 $ | | | | | |
|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 472.819 $ | +56.285 $ | 416.534 $ | +123.754 $ | 292.780 $ | -38.335 $ | 331.115 $ | |
|---|
| Cherry Creek Investment Advisors, Inc. | 398.547 $ | -71.404 $ | 469.951 $ | +60.180 $ | 409.771 $ | -60.689 $ | 470.460 $ | |
|---|
| FLC Capital Advisors | 470.459 $ | +10.097 $ | 460.362 $ | | | | | |
|---|
| Wealth Architects, LLC | 271.882 $ | -43.038 $ | 314.920 $ | +11.178 $ | 303.742 $ | -166.677 $ | 470.419 $ | |
|---|
| Family Capital Management, Inc. | 469.184 $ | +30.573 $ | 438.611 $ | | | | | |
|---|
| Angeles Investment Advisors, LLC | 448.644 $ | +9.629 $ | 439.015 $ | +26.258 $ | 412.757 $ | -55.955 $ | 468.712 $ | |
|---|
| INVENIO WEALTH PARTNERS LLC | 407.597 $ | -59.928 $ | 467.525 $ | | | | | |
|---|
| Delos Wealth Advisors, LLC | 446.491 $ | +9.582 $ | 436.909 $ | +26.132 $ | 410.777 $ | -55.687 $ | 466.464 $ | |
|---|
| Phillips Wealth Planners LLC | 466.193 $ | +34.241 $ | 431.952 $ | +78.822 $ | 353.130 $ | +9.820 $ | 343.310 $ | |
|---|
| LifeSteps Financial, Inc. | 347.913 $ | +7.466 $ | 340.447 $ | -812 $ | 341.259 $ | -123.981 $ | 465.240 $ | |
|---|
| Smith Thornton Advisors LLC | 464.716 $ | +9.411 $ | 455.305 $ | +5.049 $ | 450.256 $ | +145.894 $ | 304.362 $ | |
|---|
| Brand Asset Management Group, Inc. | 464.575 $ | +144.512 $ | 320.063 $ | +24.953 $ | 295.110 $ | -75.822 $ | 370.932 $ | |
|---|
| InTrack Investment Management Inc | 240.267 $ | +8.260 $ | 232.007 $ | -19.133 $ | 251.140 $ | -209.803 $ | 460.943 $ | |
|---|
| HHM Wealth Advisors, LLC | 348.609 $ | -76.221 $ | 424.830 $ | +43.954 $ | 380.876 $ | -78.945 $ | 459.821 $ | |
|---|
| RICHARDSON FINANCIAL SERVICES INC. | 247.137 $ | -85.754 $ | 332.891 $ | -79.250 $ | 412.141 $ | -46.979 $ | 459.120 $ | |
|---|
| Optimize Financial Inc | | | | | 401.666 $ | -57.450 $ | 459.116 $ | |
|---|
| SIGMA INVESTMENT COUNSELORS INC | 453.268 $ | -5.721 $ | 458.989 $ | | | | | |
|---|
| Arcataur Capital Management LLC | 456.824 $ | +9.803 $ | 447.021 $ | +87.212 $ | 359.809 $ | -49.527 $ | 409.336 $ | |
|---|
| BBR PARTNERS, LLC | 454.097 $ | +38.535 $ | 415.562 $ | +16.273 $ | 399.289 $ | -57.428 $ | 456.717 $ | |
|---|
| CRUX WEALTH ADVISORS | 456.711 $ | +2.693 $ | 454.018 $ | +57.664 $ | 396.354 $ | +110.536 $ | 285.818 $ | |
|---|
| Sterling Financial Planning, Inc. | 455.241 $ | +9.770 $ | 445.471 $ | | | | | |
|---|
| Brown Financial Advisors | | | | | 396.252 $ | -57.317 $ | 453.569 $ | |
|---|
| Stephens Consulting, LLC | 393.389 $ | -31.021 $ | 424.410 $ | +14.953 $ | 409.457 $ | -43.662 $ | 453.119 $ | |
|---|
| Houlihan Financial Resource Group, Ltd. | 452.730 $ | +452.297 $ | | | 433 $ | -53 $ | 486 $ | |
|---|
| Riverview Capital Advisers, LLC | 442.171 $ | +8.787 $ | 433.384 $ | +28.758 $ | 404.626 $ | -47.294 $ | 451.920 $ | |
|---|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 338.483 $ | -27.267 $ | | | 365.750 $ | -84.518 $ | 450.268 $ | |
|---|
| Redhawk Wealth Advisors, Inc. | 406.769 $ | +6.250 $ | 400.519 $ | +24.590 $ | 375.929 $ | -74.132 $ | 450.061 $ | |
|---|
| National Wealth Management Group, LLC | 330.458 $ | -119.585 $ | 450.043 $ | | | | | |
|---|
| Uncommon Cents Investing LLC | 449.935 $ | +6.145 $ | 443.790 $ | | | | | |
|---|
| Martel Wealth Advisors Inc | 430.560 $ | +9.240 $ | 421.320 $ | +25.200 $ | 396.120 $ | -53.700 $ | 449.820 $ | |
|---|
| West Tower Group, LLC | 287.040 $ | -148.692 $ | | | 435.732 $ | -14.088 $ | 449.820 $ | |
|---|
| Avalon Trust Co | 342.583 $ | -105.562 $ | 448.145 $ | +15.449 $ | 432.696 $ | -13.241 $ | 445.937 $ | |
|---|
| Spartan Planning & Wealth Management | 448.069 $ | | | | | | | |
|---|
| Garde Capital, Inc. | 287.758 $ | -65.870 $ | 353.628 $ | -93.689 $ | 447.317 $ | +11.741 $ | 435.576 $ | |
|---|
| OneAscent Financial Services LLC | 447.248 $ | +96.875 $ | 350.373 $ | +349.503 $ | 870 $ | -24 $ | 894 $ | |
|---|
| SPC Financial, Inc. | | | 402.178 $ | +15.565 $ | 386.613 $ | -60.508 $ | 447.121 $ | |
|---|
| Dodds Wealth, LLC | 311.779 $ | -48.783 $ | 360.562 $ | +7.305 $ | 353.257 $ | -92.871 $ | 446.128 $ | |
|---|
| PCG Wealth Advisors, LLC | 431.717 $ | -7.813 $ | 439.530 $ | +28.128 $ | 411.402 $ | -34.431 $ | 445.833 $ | |
|---|
| Copley Financial Group, Inc. | | | | | 368.656 $ | -76.216 $ | 444.872 $ | |
|---|
| Investment Research Partners LLC | 435.009 $ | -9.464 $ | 444.473 $ | | | | | |
|---|
| Delta Investment Management, LLC | 441.980 $ | +8.643 $ | 433.337 $ | | | | | |
|---|
| Frisch Financial Group, Inc. | 431.681 $ | -10.046 $ | 441.727 $ | +441.309 $ | 418 $ | -6 $ | 424 $ | |
|---|
| Spinnaker Investment Group, LLC | 420.801 $ | +13.806 $ | 406.995 $ | +27.776 $ | 379.219 $ | -61.305 $ | 440.524 $ | |
|---|
| McIlrath & Eck, LLC | 440.319 $ | +14.786 $ | 425.533 $ | | | | | |
|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 417.213 $ | +9.656 $ | 407.557 $ | +19.888 $ | 387.669 $ | -52.555 $ | 440.224 $ | |
|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | | | 440.139 $ | +154.008 $ | 286.131 $ | | | |
|---|
| Cascades Capital Asset Management, LLC | 335.201 $ | +7.193 $ | 328.008 $ | +13.413 $ | 314.595 $ | -123.071 $ | 437.666 $ | |
|---|
| Purkiss Capital Advisors LLC | 403.663 $ | -31.875 $ | 435.538 $ | +112.075 $ | 323.463 $ | | | |
|---|
| Wingate Wealth Advisors, Inc. | 435.467 $ | +94.452 $ | 341.015 $ | +20.409 $ | 320.606 $ | -30.104 $ | 350.710 $ | |
|---|
| Certified Advisory Corp | 431.136 $ | -4.158 $ | 435.294 $ | | | | | |
|---|
| Aljian Capital Management, LLC | 417.725 $ | -17.051 $ | 434.776 $ | | | | | |
|---|
| MARCO INVESTMENT MANAGEMENT LLC | 400.277 $ | +2.551 $ | 397.726 $ | +15.866 $ | 381.860 $ | -51.766 $ | 433.626 $ | |
|---|
| Facet Wealth, Inc. | 433.367 $ | +121.408 $ | 311.959 $ | +15.115 $ | 296.844 $ | +77.570 $ | 219.274 $ | |
|---|
| Torrey Growth & Income Advisors | 432.001 $ | +37.657 $ | 394.344 $ | | | | | |
|---|
| PVG ASSET MANAGEMENT CORP | 431.277 $ | +24.726 $ | | | 406.551 $ | +112.519 $ | 294.032 $ | |
|---|
| WealthTrust Axiom LLC | 430.018 $ | +23.974 $ | 406.044 $ | | | | | |
|---|
| ZEVIN ASSET MANAGEMENT LLC | 429.842 $ | +429.421 $ | 421 $ | +26 $ | 395 $ | -54 $ | 449 $ | |
|---|
| Ethos Financial Group, LLC | 429.447 $ | +158.490 $ | 270.957 $ | +15.373 $ | 255.584 $ | -63.229 $ | 318.813 $ | |
|---|
| Onyx Bridge Wealth Group LLC | 374.157 $ | -55.193 $ | 429.350 $ | +128.685 $ | 300.665 $ | -67.614 $ | 368.279 $ | |
|---|
| Ruggaard & Associates LLC | 405.013 $ | +8.691 $ | 396.322 $ | +23.441 $ | 372.881 $ | -54.298 $ | 427.179 $ | |
|---|
| FIRST COMMUNITY TRUST NA | 181.696 $ | -46.940 $ | 228.636 $ | -118.365 $ | 347.001 $ | -78.229 $ | 425.230 $ | |
|---|
| INSPIRION WEALTH ADVISORS, LLC | 425.106 $ | | | | | | | |
|---|
| America First Investment Advisors, LLC | 404.583 $ | +8.683 $ | 395.900 $ | +23.679 $ | 372.221 $ | -52.559 $ | 424.780 $ | |
|---|
| Berman McAleer LLC | 424.287 $ | +105.067 $ | 319.220 $ | | | | | |
|---|
| N.E.W. Advisory Services LLC | 423.622 $ | +76.362 $ | 347.260 $ | | | | | |
|---|
| WILLNER & HELLER, LLC | 354.396 $ | -67.684 $ | 422.080 $ | | | | | |
|---|
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 403.722 $ | +8.664 $ | 395.058 $ | +23.629 $ | 371.429 $ | -50.352 $ | 421.781 $ | |
|---|
| Convergence Financial, LLC | 235.801 $ | +4.641 $ | 231.160 $ | -44.672 $ | 275.832 $ | -142.505 $ | 418.337 $ | |
|---|
| 1900 WEALTH MANAGEMENT LLC | 417.578 $ | +91.814 $ | 325.764 $ | +22.522 $ | 303.242 $ | -32.412 $ | 335.654 $ | |
|---|
| Argyle Capital Partners, LLC | 396.976 $ | +45.736 $ | 351.240 $ | -64.818 $ | 416.058 $ | +141.518 $ | 274.540 $ | |
|---|
| Maia Wealth LLC | 415.550 $ | +117.582 $ | 297.968 $ | -12.172 $ | 310.140 $ | -31.689 $ | 341.829 $ | |
|---|
| Edge Wealth Management LLC | 333.540 $ | +5.051 $ | 328.489 $ | +19.601 $ | 308.888 $ | -105.846 $ | 414.734 $ | |
|---|
| Steigerwald, Gordon & Koch Inc. | 380.244 $ | -31.865 $ | 412.109 $ | | | | | |
|---|
| Clearwater Capital Advisors, LLC | 318.199 $ | +453 $ | 317.746 $ | +22.086 $ | 295.660 $ | -115.395 $ | 411.055 $ | |
|---|
| First Dallas Securities Inc. | 323.142 $ | +13.957 $ | 309.185 $ | -100.815 $ | | | 410.000 $ | |
|---|
| Ariadne Wealth Management, LP | 301.963 $ | -108.009 $ | 409.972 $ | +87.824 $ | 322.148 $ | | | |
|---|
| Baltimore-Washington Financial Advisors, Inc. | 235.466 $ | -174.326 $ | 409.792 $ | +176.183 $ | 233.609 $ | -4.726 $ | 238.335 $ | |
|---|
| Crumly & Associates Inc. | 313.615 $ | -95.791 $ | 409.406 $ | +140.154 $ | 269.252 $ | +8.331 $ | 260.921 $ | |
|---|
| REXFORD CAPITAL INC | 409.319 $ | +62.151 $ | 347.168 $ | +15.616 $ | 331.552 $ | | | |
|---|
| VICUS CAPITAL | 277.831 $ | -52.776 $ | 330.607 $ | -78.647 $ | 409.254 $ | +26.653 $ | 382.601 $ | |
|---|
| Sterling Financial Group, Inc. | | | 283.267 $ | -125.001 $ | 408.268 $ | +108.538 $ | 299.730 $ | |
|---|
| WEDGE CAPITAL MANAGEMENT L L P/NC | | | 364.301 $ | +13.075 $ | 351.226 $ | -56.311 $ | 407.537 $ | |
|---|
| Great Waters Wealth Management | 407.225 $ | +8.798 $ | 398.427 $ | | | | | |
|---|
| Financial Security Advisor, Inc. | 403.714 $ | +15.697 $ | 388.017 $ | +22.806 $ | 365.211 $ | -40.388 $ | 405.599 $ | |
|---|
| Strategic Wealth Partners, Ltd. | | | 375.123 $ | -29.323 $ | 404.446 $ | | | |
|---|
| Midwest Financial Group LLC | 402.625 $ | +8.640 $ | 393.985 $ | | | | | |
|---|
| Trinity Financial Advisors LLC | 401.491 $ | +12.472 $ | 389.019 $ | +56.278 $ | 332.741 $ | -63.848 $ | 396.589 $ | |
|---|
| Balefire, LLC | 400.851 $ | | | | | | | |
|---|
| Challenger Wealth Management | | | | | | | 400.494 $ | |
|---|
| Dupree Financial Group, LLC | 399.273 $ | +8.569 $ | 390.704 $ | | | | | |
|---|
| Richard C. Young & CO., LTD. | 398.334 $ | +8.549 $ | 389.785 $ | +32.141 $ | 357.644 $ | +102.792 $ | 254.852 $ | |
|---|
| HOWARD BAILEY SECURITIES, LLC | 280.633 $ | -23.700 $ | 304.333 $ | -14.015 $ | 318.348 $ | -78.843 $ | 397.191 $ | |
|---|
| CAHILL FINANCIAL ADVISORS INC | 310.564 $ | -51.844 $ | 362.408 $ | -34.717 $ | 397.125 $ | +42.728 $ | 354.397 $ | |
|---|
| Golden Reserve Retirement LLC | 396.374 $ | | | | | | | |
|---|
| Canvas Wealth Advisors, LLC | 396.172 $ | +13.394 $ | 382.778 $ | | | | | |
|---|
| INSIGHT 2811, INC. | 395.972 $ | +26.755 $ | 369.217 $ | | | | | |
|---|
| Lumbard & Kellner, LLC | 378.893 $ | +8.131 $ | 370.762 $ | +22.176 $ | 348.586 $ | -47.256 $ | 395.842 $ | |
|---|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 279.468 $ | +12.772 $ | 266.696 $ | +15.952 $ | 250.744 $ | -142.699 $ | 393.443 $ | |
|---|
| LexAurum Advisors, LLC | | | 393.344 $ | | | | | |
|---|
| BankPlus Trust Department | 390.661 $ | +8.383 $ | 382.278 $ | +38.446 $ | 343.832 $ | -47.961 $ | 391.793 $ | |
|---|
| Heritage Investment Group, Inc. | 354.435 $ | +13.083 $ | 341.352 $ | +2.988 $ | 338.364 $ | -51.718 $ | 390.082 $ | |
|---|
| TFB Advisors LLC | 273.406 $ | -5.579 $ | 278.985 $ | -111.009 $ | | | 389.994 $ | |
|---|
| Pictet North America Advisors SA | 373.152 $ | +8.008 $ | 365.144 $ | +21.840 $ | 343.304 $ | -46.540 $ | 389.844 $ | |
|---|
| Intelligent Financial Strategies | 113.561 $ | +3.528 $ | 110.033 $ | -232.593 $ | 342.626 $ | -46.448 $ | 389.074 $ | |
|---|
| CMG Global Holdings, LLC | 388.030 $ | +41.118 $ | 346.912 $ | +3.605 $ | 343.307 $ | +15.180 $ | 328.127 $ | |
|---|
| CITY NATIONAL BANK OF FLORIDA /MSD | 387.789 $ | +34.160 $ | 353.629 $ | +30.524 $ | 323.105 $ | +5.380 $ | 317.725 $ | |
|---|
| Riverview Trust Co | 347.031 $ | +7.447 $ | 339.584 $ | +20.311 $ | 319.273 $ | -66.073 $ | 385.346 $ | |
|---|
| Westside Investment Management, Inc. | 384.993 $ | +18.876 $ | 366.117 $ | +31.238 $ | 334.879 $ | -33.225 $ | 368.104 $ | |
|---|
| Syverson Strege & Co | 384.203 $ | +4.064 $ | 380.139 $ | -694 $ | 380.833 $ | +147.647 $ | 233.186 $ | |
|---|
| Arkfeld Wealth Strategies, L.L.C. | 367.905 $ | -15.953 $ | 383.858 $ | +19.903 $ | 363.955 $ | -15.641 $ | 379.596 $ | |
|---|
| Alan B Lancz & Associates, Inc. | 367.268 $ | +29.773 $ | | | 337.495 $ | -45.752 $ | 383.247 $ | |
|---|
| Values Added Financial LLC | 382.481 $ | +25.202 $ | 357.279 $ | | | | | |
|---|
| Koss-Olinger Consulting, LLC | 329.000 $ | +23.000 $ | 306.000 $ | -3.943 $ | 309.943 $ | -72.057 $ | 382.000 $ | |
|---|
| Dakota Community Bank & Trust NA | 295.508 $ | +13.364 $ | 282.144 $ | +22.949 $ | 259.195 $ | -122.102 $ | 381.297 $ | |
|---|
| MJT & Associates Financial Advisory Group, Inc. | 338.134 $ | -6.787 $ | 344.921 $ | +23.271 $ | 321.650 $ | -58.598 $ | 380.248 $ | |
|---|
| Providence First Trust Co | 379.036 $ | +55.884 $ | 323.152 $ | +64.222 $ | 258.930 $ | -32.104 $ | 291.034 $ | |
|---|
| TRILLIUM ASSET MANAGEMENT, LLC | 325.000 $ | -52.000 $ | 377.000 $ | | | | | |
|---|
| PEOPLES BANK /OH | 300.387 $ | -9.704 $ | 310.091 $ | -31.366 $ | 341.457 $ | -34.745 $ | 376.202 $ | |
|---|
| Weaver Consulting Group | 339.521 $ | +9.252 $ | 330.269 $ | -10.483 $ | 340.752 $ | -35.398 $ | 376.150 $ | |
|---|
| Stegent Equity Advisors, Inc. | | | 376.098 $ | | | | | |
|---|
| Plan Group Financial, LLC | 374.712 $ | +26.720 $ | 347.992 $ | | | | | |
|---|
| CONGRESS ASSET MANAGEMENT CO | | | | | | | 373.470 $ | |
|---|
| WEST MICHIGAN ADVISORS, LLC | 311.639 $ | +2.109 $ | 309.530 $ | -9.083 $ | 318.613 $ | -54.588 $ | 373.201 $ | |
|---|
| CYPRESS FINANCIAL PLANNING LLC | 373.159 $ | | | | | | | |
|---|
| Limestone Investment Advisors LP | 373.152 $ | | | | | | | |
|---|
| Sompo Asset Management Co., Ltd. | 373.152 $ | +122.276 $ | | | 250.876 $ | -59.499 $ | 310.375 $ | |
|---|
| Cherry Tree Wealth Management, LLC | 334.829 $ | +1.006 $ | 333.823 $ | +11.120 $ | 322.703 $ | -49.595 $ | 372.298 $ | |
|---|
| Verus Financial Partners, Inc. | 371.603 $ | +132.869 $ | 238.734 $ | -3.317 $ | 242.051 $ | -77.468 $ | 319.519 $ | |
|---|
| TAGStone Capital, Inc. | 367.942 $ | +6.093 $ | 361.849 $ | -9.144 $ | 370.993 $ | +370.613 $ | 380 $ | |
|---|
| BCS Private Wealth Management, Inc. | 366.994 $ | +11.400 $ | 355.594 $ | +355.260 $ | 334 $ | | | |
|---|
| Advantage Trust Co | 232.072 $ | -65.239 $ | 297.311 $ | -25.131 $ | 322.442 $ | -43.712 $ | 366.154 $ | |
|---|
| GGM Financials LLC | 288.485 $ | -76.949 $ | 365.434 $ | | | | | |
|---|
| Pingora Partners LLC | 349.184 $ | +7.493 $ | 341.691 $ | +20.438 $ | 321.253 $ | -43.551 $ | 364.804 $ | |
|---|
| Measured Wealth Private Client Group, LLC | 364.397 $ | +236 $ | 364.161 $ | +20.725 $ | 343.436 $ | | | |
|---|
| Putney Financial Group LLC | 363.680 $ | +236.790 $ | | | 126.890 $ | -44.791 $ | 171.681 $ | |
|---|
| BANK OF STOCKTON | 343.443 $ | -13.134 $ | 356.577 $ | +40.605 $ | 315.972 $ | -45.383 $ | 361.355 $ | |
|---|
| Crewe Advisors LLC | 275.415 $ | +12.651 $ | 262.764 $ | -13.332 $ | 276.096 $ | -85.110 $ | 361.206 $ | |
|---|
| Financial Advisors Network, Inc. | | | 361.017 $ | | | | | |
|---|
| SK Wealth Management, LLC | 360.122 $ | +13.105 $ | 347.017 $ | +27.646 $ | 319.371 $ | -6.609 $ | 325.980 $ | |
|---|
| Kellett Wealth Advisors, LLC | 359.412 $ | +58.271 $ | 301.141 $ | +29.103 $ | 272.038 $ | +37.181 $ | 234.857 $ | |
|---|
| Smallwood Wealth Investment Management, LLC | 343.841 $ | +7.379 $ | 336.462 $ | +19.333 $ | 317.129 $ | -42.093 $ | 359.222 $ | |
|---|
| True Link Financial Advisors, LLC | 303.832 $ | +6.521 $ | 297.311 $ | +16.198 $ | 281.113 $ | -77.993 $ | 359.106 $ | |
|---|
| Strata Wealth Advisors, LLC | 357.667 $ | +15.541 $ | 342.126 $ | | | | | |
|---|
| East Coast Asset Management, LLC. | | | | | | | 357.307 $ | |
|---|
| Summit Wealth Group, LLC | 356.680 $ | +7.655 $ | 349.025 $ | +348.697 $ | 328 $ | -26 $ | 354 $ | |
|---|
| Drake & Associates, LLC | 296.225 $ | -60.354 $ | 356.579 $ | | | | | |
|---|
| Rialto Wealth Management, LLC | 348.898 $ | +8.471 $ | 340.427 $ | +22.210 $ | 318.217 $ | -37.741 $ | 355.958 $ | |
|---|
| Nikulski Financial, Inc. | 355.295 $ | +26.725 $ | 328.570 $ | +19.652 $ | 308.918 $ | -41.279 $ | 350.197 $ | |
|---|
| Glass Jacobson Investment Advisors llc | 74.631 $ | +1.602 $ | 73.029 $ | +4.368 $ | 68.661 $ | -285.183 $ | 353.844 $ | |
|---|
| Tacita Capital Inc | 347.318 $ | +30.907 $ | 316.411 $ | +6.117 $ | 310.294 $ | -42.065 $ | 352.359 $ | |
|---|
| Beacon Capital Management, LLC | 352.088 $ | +147.013 $ | 205.075 $ | +7.767 $ | 197.308 $ | -67.401 $ | 264.709 $ | |
|---|
| Clifford Group, LLC | 350.937 $ | +3.178 $ | 347.759 $ | +56.210 $ | 291.549 $ | -39.946 $ | 331.495 $ | |
|---|
| Compass Ion Advisors, LLC | 348.759 $ | +8.187 $ | 340.572 $ | | | | | |
|---|
| Slocum, Gordon & Co LLP | | | | | 172.708 $ | -176.051 $ | 348.759 $ | |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 292.780 $ | +6.282 $ | 286.498 $ | -62.088 $ | 348.586 $ | +7.772 $ | 340.814 $ | |
|---|
| Sunflower Bank, N.A. | 345.883 $ | +75.255 $ | 270.628 $ | +6.284 $ | 264.344 $ | -8.397 $ | 272.741 $ | |
|---|
| CenterStar Asset Management, LLC | | | | | | | 344.862 $ | |
|---|
| Central Pacific Bank - Trust Division | 330.096 $ | +6.663 $ | 323.433 $ | -15.382 $ | 338.815 $ | -4.847 $ | 343.662 $ | |
|---|
| GERMAN AMERICAN BANCORP, INC. | 341.003 $ | +7.318 $ | 333.685 $ | -8.927 $ | | | 342.612 $ | |
|---|
| Marathon Strategic Advisors, LLC | 342.296 $ | +7.346 $ | 334.950 $ | +83.281 $ | 251.669 $ | -34.117 $ | 285.786 $ | |
|---|
| WFA Asset Management Corp | | | 295.639 $ | -28.935 $ | 324.574 $ | -15.068 $ | 339.642 $ | |
|---|
| Darwin Wealth Management, LLC | 123.842 $ | +1.825 $ | 122.017 $ | +7.589 $ | 114.428 $ | -224.649 $ | 339.077 $ | |
|---|
| MAINSAIL ASSET MANAGEMENT, LLC | 339.000 $ | | | | | | | |
|---|
| HAP TRADING, LLC | | | 338.952 $ | | | | | |
|---|
| Triumph Capital Management | 338.420 $ | +39.985 $ | 298.435 $ | | | | | |
|---|
| GILL CAPITAL PARTNERS, LLC | 275.845 $ | -6.018 $ | 281.863 $ | -15.180 $ | 297.043 $ | -40.245 $ | 337.288 $ | |
|---|
| Core Wealth Advisors, Inc. | 323.781 $ | -355 $ | 324.136 $ | +16.087 $ | 308.049 $ | -28.866 $ | 336.915 $ | |
|---|
| Circle Wealth Management, LLC | 335.733 $ | +57.067 $ | 278.666 $ | +51.639 $ | 227.027 $ | -69.162 $ | 296.189 $ | |
|---|
| Marathon Mission, Inc. | | | | | 290.224 $ | -45.492 $ | 335.716 $ | |
|---|
| Aspen Grove Capital, LLC | 335.643 $ | +9.689 $ | 325.954 $ | | | | | |
|---|
| BlueChip Wealth Advisors LLC | 335.306 $ | +10.707 $ | 324.599 $ | | | | | |
|---|
| Mascoma Wealth Management LLC | 167.201 $ | -94.579 $ | 261.780 $ | +10.112 $ | 251.668 $ | -82.998 $ | 334.666 $ | |
|---|
| Cape Investment Advisory, Inc. | 286.659 $ | +238.345 $ | 48.314 $ | -227.240 $ | 275.554 $ | -58.952 $ | 334.506 $ | |
|---|
| Valtrion Capital Management, LLC | 333.882 $ | +3.514 $ | 330.368 $ | | | | | |
|---|
| CANADA LIFE ASSURANCE Co | 256.580 $ | -77.086 $ | 333.666 $ | +23.841 $ | 309.825 $ | +8.679 $ | 301.146 $ | |
|---|
| Oldfather Financial Services, LLC | 295.678 $ | +5.082 $ | 290.596 $ | +21.134 $ | 269.462 $ | -63.985 $ | 333.447 $ | |
|---|
| Mascagni Wealth Management, Inc. | 312.156 $ | +748 $ | 311.408 $ | +16.163 $ | 295.245 $ | -38.008 $ | 333.253 $ | |
|---|
| SGL Investment Advisors, Inc. | 331.865 $ | +58.110 $ | 273.755 $ | +10.599 $ | | | 263.156 $ | |
|---|
| Blake Schutter Theil Wealth Advisors, LLC | 330.670 $ | +24.089 $ | 306.581 $ | +33.918 $ | 272.663 $ | -36.963 $ | 309.626 $ | |
|---|
| HCR Wealth Advisors | 318.664 $ | +5.533 $ | 313.131 $ | +23.502 $ | 289.629 $ | -40.728 $ | 330.357 $ | |
|---|
| Nelson Capital Management, LLC | | | | | | | 329.719 $ | |
|---|
| CLARIS ADVISORS, LLC / MO / | 315.601 $ | -13.178 $ | 328.779 $ | +0 $ | 328.779 $ | +1.610 $ | 327.169 $ | |
|---|
| ATLANTIC FAMILY WEALTH, LLC | 327.799 $ | +6.332 $ | 321.467 $ | | | | | |
|---|
| GSG Advisors LLC | 327.171 $ | +15.896 $ | 311.275 $ | | | | | |
|---|
| Three Magnolias Financial Advisors, LLC | 240.252 $ | -65.065 $ | 305.317 $ | +18.262 $ | 287.055 $ | -38.915 $ | 325.970 $ | |
|---|
| Keystone Wealth Services, LLC | 324.605 $ | +8.791 $ | 315.814 $ | +62.749 $ | 253.065 $ | -32.087 $ | 285.152 $ | |
|---|
| Magnolia Private Wealth, LLC | | | 247.315 $ | +25.092 $ | 222.223 $ | -100.898 $ | 323.121 $ | |
|---|
| Rooted Wealth Advisors, Inc. | 323.003 $ | | | | | | | |
|---|
| RIVERBRIDGE PARTNERS LLC | | | | | | | 322.671 $ | |
|---|
| Castleview Partners, LLC | 313.735 $ | +9.963 $ | 303.772 $ | +14.340 $ | 289.432 $ | -32.939 $ | 322.371 $ | |
|---|
| Barry Investment Advisors, LLC | | | 322.283 $ | | | | | |
|---|
| Newbridge Financial Services Group, Inc. | 270.183 $ | -31.699 $ | 301.882 $ | +20.423 $ | 281.459 $ | -40.683 $ | 322.142 $ | |
|---|
| Tradition Wealth Management, LLC | 313.311 $ | -6.618 $ | 319.929 $ | +41.441 $ | 278.488 $ | -3.535 $ | 282.023 $ | |
|---|
| Brucke Financial, Inc. | 318.773 $ | +11.607 $ | 307.166 $ | +29.780 $ | 277.386 $ | -17.857 $ | 295.243 $ | |
|---|
| AUA CAPITAL MANAGEMENT, LLC | 318.614 $ | +6.837 $ | 311.777 $ | | | | | |
|---|
| Walkner Condon Financial Advisors LLC | 318.497 $ | +30.850 $ | 287.647 $ | | | | | |
|---|
| ROWLANDMILLER & PARTNERS.ADV | 317.896 $ | +34.910 $ | 282.986 $ | +16.926 $ | 266.060 $ | -36.069 $ | 302.129 $ | |
|---|
| Maxele Advisors, LLC | 293.929 $ | +10.662 $ | 283.267 $ | -6.165 $ | 289.432 $ | -28.441 $ | 317.873 $ | |
|---|
| Ritter Daniher Financial Advisory LLC / DE | 317.663 $ | +78.212 $ | 239.451 $ | | | | | |
|---|
| Spectrum Asset Management, Inc. (NB/CA) | 312.104 $ | +9.695 $ | 302.409 $ | +20.746 $ | 281.663 $ | -34.999 $ | 316.662 $ | |
|---|
| Kohmann Bosshard Financial Services, LLC | 159.740 $ | -101.617 $ | 261.357 $ | +15.631 $ | 245.726 $ | -70.797 $ | 316.523 $ | |
|---|
| Evanson Asset Management, LLC | | | 228.829 $ | -87.549 $ | 316.378 $ | +97.550 $ | 218.828 $ | |
|---|
| Vision Capital Management, Inc. | 316.373 $ | +10.160 $ | 306.213 $ | +3.738 $ | 302.475 $ | | | |
|---|
| TruNorth Capital Management, LLC | | | | | | | 316.373 $ | |
|---|
| Hoese & Co LLP | 143.520 $ | +3.080 $ | 140.440 $ | -31.212 $ | 171.652 $ | -143.971 $ | 315.623 $ | |
|---|
| KINTRA WEALTH, LLC | 313.735 $ | | | | | | | |
|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | | | 247.174 $ | +15.180 $ | 231.994 $ | -80.574 $ | 312.568 $ | |
|---|
| Accredited Wealth Management, LLC | | | 310.286 $ | +32.007 $ | 278.279 $ | +44.228 $ | 234.051 $ | |
|---|
| Cox Capital Mgt LLC | 296.717 $ | +6.287 $ | 290.430 $ | +17.371 $ | 273.059 $ | -37.017 $ | 310.076 $ | |
|---|
| ADVOCATE GROUP LLC | 309.573 $ | +6.644 $ | 302.929 $ | +12.837 $ | 290.092 $ | +65.632 $ | 224.460 $ | |
|---|
| Jacobsen Capital Management | 308.281 $ | +11.953 $ | 296.328 $ | +75.316 $ | | | 221.012 $ | |
|---|
| LOOMIS SAYLES & CO L P | 253.078 $ | -17.461 $ | 270.539 $ | -37.691 $ | 308.230 $ | +307.878 $ | 352 $ | |
|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 305.923 $ | +6.545 $ | 299.378 $ | +27.052 $ | 272.326 $ | -35.771 $ | 308.097 $ | |
|---|
| Sterneck Capital Management, LLC | 307.420 $ | +76.818 $ | 230.602 $ | +13.792 $ | 216.810 $ | -29.391 $ | 246.201 $ | |
|---|
| Litman Gregory Wealth Management LLC | 186.576 $ | -66.216 $ | 252.792 $ | +15.120 $ | 237.672 $ | -69.705 $ | 307.377 $ | |
|---|
| Trail Ridge Investment Advisors, LLC | | | 307.142 $ | | | | | |
|---|
| Advance Capital Management, Inc. | 263.846 $ | +6.926 $ | 256.920 $ | +16.969 $ | 239.951 $ | -66.694 $ | 306.645 $ | |
|---|
| Tradewinds Capital Management, LLC | 297.578 $ | +6.386 $ | 291.192 $ | +19.528 $ | 271.664 $ | -34.298 $ | 305.962 $ | |
|---|
| Insight Wealth Strategies, LLC | 305.841 $ | +21.029 $ | 284.812 $ | +25.789 $ | 259.023 $ | -26.313 $ | 285.336 $ | |
|---|
| HARRIS ASSOCIATES L P | 304.836 $ | +6.541 $ | 298.295 $ | | | | | |
|---|
| Hara Capital LLC | 277.710 $ | +8.627 $ | 269.083 $ | -34.081 $ | 303.164 $ | +239.290 $ | 63.874 $ | |
|---|
| Tennessee Valley Asset Management Partners | 278.521 $ | -22.377 $ | 300.898 $ | +21.985 $ | | | 278.913 $ | |
|---|
| DOPKINS WEALTH MANAGEMENT, LLC | | | | | | | 299.880 $ | |
|---|
| MMBG INVESTMENT ADVISORS CO. | | | | | 264.080 $ | -35.800 $ | 299.880 $ | |
|---|
| True Wealth Design, LLC | 299.329 $ | +29.493 $ | 269.836 $ | +91.399 $ | 178.437 $ | -13.675 $ | 192.112 $ | |
|---|
| ELEVATION WEALTH PARTNERS, LLC | 202.890 $ | +5.899 $ | 196.991 $ | +17.878 $ | 179.113 $ | -120.057 $ | 299.170 $ | |
|---|
| MRA Advisory Group | | | 216.632 $ | +10.054 $ | 206.578 $ | -92.432 $ | 299.010 $ | |
|---|
| DMC Group, LLC | 280.438 $ | -18.559 $ | 298.997 $ | +42.575 $ | 256.422 $ | -34.911 $ | 291.333 $ | |
|---|
| Dempze Nancy E | 297.804 $ | | | | | | | |
|---|
| CASTLE WEALTH MANAGEMENT LLC | 221.763 $ | +6.889 $ | 214.874 $ | -7.746 $ | 222.620 $ | -74.412 $ | 297.032 $ | |
|---|
| CGC Financial Services, LLC | 296.328 $ | +29.673 $ | 266.655 $ | +16.042 $ | 250.613 $ | -46.389 $ | 297.002 $ | |
|---|
| McGowan Group Asset Management, Inc. | 287.321 $ | +8.132 $ | 279.189 $ | +17.158 $ | 262.031 $ | -34.960 $ | 296.991 $ | |
|---|
| Per Stirling Capital Management, LLC. | 296.668 $ | +79.819 $ | | | | | 216.849 $ | |
|---|
| OPTIMA CAPITAL LLC | 296.222 $ | +11.088 $ | 285.134 $ | +53.145 $ | 231.989 $ | | | |
|---|
| Financial Advisors, LLC | | | 263.215 $ | +15.822 $ | 247.393 $ | -48.437 $ | 295.830 $ | |
|---|
| Tiller Private Wealth, Inc. | 255.323 $ | -40.304 $ | 295.627 $ | | | | | |
|---|
| PRIVATE MANAGEMENT GROUP INC | 294.790 $ | +6.326 $ | 288.464 $ | | | | | |
|---|
| Cetera Trust Company, N.A | 268.669 $ | +5.765 $ | 262.904 $ | +10.444 $ | 252.460 $ | -41.722 $ | 294.182 $ | |
|---|
| RBA Wealth Management, LLC | 289.962 $ | -3.889 $ | 293.851 $ | | | | | |
|---|
| Ledgewood Wealth Advisors, LLC | 292.063 $ | +6.268 $ | 285.795 $ | | | | | |
|---|
| Rench Wealth Management, Inc. | 284.904 $ | +6.114 $ | 278.790 $ | +21.205 $ | 257.585 $ | -34.238 $ | 291.823 $ | |
|---|
| Clearview Wealth Advisors LLC | 287.448 $ | -4.365 $ | 291.813 $ | | | | | |
|---|
| Providence Capital Advisors, LLC | 237.382 $ | -41.251 $ | 278.633 $ | -11.591 $ | 290.224 $ | | | |
|---|
| MERIDIAN MANAGEMENT CO | 248.720 $ | +5.337 $ | 243.383 $ | -2.528 $ | 245.911 $ | -44.073 $ | 289.984 $ | |
|---|
| Ariston Services Group | | | | | | | 289.834 $ | |
|---|
| Holistic Financial Partners | 253.286 $ | -35.713 $ | 288.999 $ | | | | | |
|---|
| Community Bank of Raymore | 287.327 $ | | | | | | | |
|---|
| Flagstone Financial Management | 287.057 $ | | | | | | | |
|---|
| Rosenberg Matthew Hamilton | 246.854 $ | +42.654 $ | 204.200 $ | -80.874 $ | 285.074 $ | +105.296 $ | 179.778 $ | |
|---|
| Sterling Group Wealth Management, LLC | 284.786 $ | | | | | | | |
|---|
| Independent Wealth Network Inc. | 284.507 $ | +5.403 $ | 279.104 $ | +19.600 $ | 259.504 $ | -22.630 $ | 282.134 $ | |
|---|
| Atala Financial Inc | | | | | | | 284.436 $ | |
|---|
| RVW Wealth, LLC | 206.879 $ | +4.439 $ | 202.440 $ | -6.377 $ | 208.817 $ | -75.389 $ | 284.206 $ | |
|---|
| Sara-Bay Financial | | | | | | | 283.016 $ | |
|---|
| Pasadena Private Wealth, LLC | | | | | | | 282.927 $ | |
|---|
| Francis Financial, Inc. | | | 282.848 $ | | | | | |
|---|
| Roxbury Financial LLC | 127.512 $ | -28.200 $ | 155.712 $ | -13.988 $ | 169.700 $ | -111.185 $ | 280.885 $ | |
|---|
| Traveka Wealth, LLC | 210.079 $ | -70.042 $ | | | | | 280.121 $ | |
|---|
| Scott & Selber, Inc. | 279.929 $ | +6.007 $ | 273.922 $ | +273.664 $ | 258 $ | -1.488 $ | 1.746 $ | |
|---|
| Lansing Street Advisors | 279.782 $ | +8.691 $ | 271.091 $ | | | | | |
|---|
| Strategic Investment Advisors / MI | | | | | 279.178 $ | | | |
|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 278.456 $ | +11.874 $ | 266.582 $ | +10.826 $ | 255.756 $ | -10.185 $ | 265.941 $ | |
|---|
| Arvest Bank Trust Division | 277.854 $ | +11.440 $ | 266.414 $ | +48.416 $ | 217.998 $ | -39.149 $ | 257.147 $ | |
|---|
| Columbus Macro, LLC | 276.519 $ | -947 $ | 277.466 $ | | | | | |
|---|
| FISHMAN JAY A LTD/MI | 265.512 $ | +5.698 $ | 259.814 $ | +15.540 $ | 244.274 $ | -33.115 $ | 277.389 $ | |
|---|
| RDA Financial Network | | | | | 225.288 $ | -51.544 $ | 276.832 $ | |
|---|
| Wealth Advisors of Iowa, LLC | 276.694 $ | +17.594 $ | 259.100 $ | -8.602 $ | | | 267.702 $ | |
|---|
| Frederick Financial Consultants, LLC | 267.809 $ | -8.859 $ | 276.668 $ | +22.158 $ | 254.510 $ | -21.081 $ | 275.591 $ | |
|---|
| Mezzasalma Advisors, LLC | 252.102 $ | -24.465 $ | 276.567 $ | | | | | |
|---|
| San Luis Wealth Advisors LLC | 256.568 $ | -19.632 $ | 276.200 $ | | | | | |
|---|
| Presper Financial Architects, LLC | 275.758 $ | +5.918 $ | 269.840 $ | +269.586 $ | 254 $ | | | |
|---|
| TIEMANN INVESTMENT ADVISORS, LLC | 259.341 $ | +5.566 $ | 253.775 $ | +24.422 $ | 229.353 $ | -46.087 $ | 275.440 $ | |
|---|
| Private Advisory Group LLC | 275.271 $ | | | | | | | |
|---|
| Crabel Capital Management, LLC | 266.660 $ | -8.379 $ | | | 275.039 $ | +499 $ | 274.540 $ | |
|---|
| RFG - Bristol Wealth Advisors, LLC | 227.877 $ | -46.792 $ | 274.669 $ | | | | | |
|---|
| PLANNING DIRECTIONS INC | 227.774 $ | -46.887 $ | 274.661 $ | | | | | |
|---|
| Provenance Wealth Advisors, LLC | 13.634 $ | -47.457 $ | 61.091 $ | -212.999 $ | | | 274.090 $ | |
|---|
| JSF Financial, LLC | 246.493 $ | +8.932 $ | 237.561 $ | -12.896 $ | 250.457 $ | -23.609 $ | 274.066 $ | |
|---|
| Keystone Financial Services | | | | | 273.702 $ | | | |
|---|
| BridgePort Financial Solutions, LLC | 256.921 $ | -15.552 $ | 272.473 $ | | | | | |
|---|
| Werba Rubin Papier Wealth Management | 272.470 $ | | | | | | | |
|---|
| Atlas Private Wealth Advisors | 257.463 $ | -14.652 $ | 272.115 $ | | | | | |
|---|
| Hoxton Planning & Management, LLC | 270.392 $ | +63.805 $ | 206.587 $ | -2.729 $ | | | 209.316 $ | |
|---|
| KAHN BROTHERS GROUP INC | 258.336 $ | +5.544 $ | 252.792 $ | +15.120 $ | 237.672 $ | -32.328 $ | 270.000 $ | |
|---|
| Prairiewood Capital, LLC | 258.336 $ | +5.544 $ | 252.792 $ | +15.120 $ | 237.672 $ | -32.220 $ | 269.892 $ | |
|---|
| Pettinga Financial Advisors LLC | 269.818 $ | +15.340 $ | 254.478 $ | | | | | |
|---|
| Shulman DeMeo Asset Management LLC | 269.485 $ | +5.783 $ | 263.702 $ | | | | | |
|---|
| White Lighthouse Investment Management Inc. | 269.484 $ | +29.143 $ | 240.341 $ | | | | | |
|---|
| Capital Management Associates, Inc | | | 269.424 $ | | | | | |
|---|
| Apollon Financial, LLC | 268.833 $ | | | | | | | |
|---|
| DT Investment Partners, LLC | 264.221 $ | +24.349 $ | 239.872 $ | +14.347 $ | 225.525 $ | -42.868 $ | 268.393 $ | |
|---|
| TEXAS CAPITAL BANCSHARES INC/TX | | | 238.888 $ | +6.630 $ | 232.258 $ | -35.834 $ | 268.092 $ | |
|---|
| Glass Wealth Management Co LLC | | | | | | | 267.643 $ | |
|---|
| Blume Capital Management, Inc. | 241.545 $ | -8.860 $ | 250.405 $ | +13.261 $ | 237.144 $ | -30.200 $ | 267.344 $ | |
|---|
| BCGM Wealth Management, LLC | 265.535 $ | +21.006 $ | 244.529 $ | | | | | |
|---|
| Novak & Powell Financial Services, Inc. | 249.411 $ | -827 $ | 250.238 $ | +16.461 $ | 233.777 $ | -29.886 $ | 263.663 $ | |
|---|
| Beirne Wealth Consulting Services, LLC | | | 263.649 $ | | | | | |
|---|
| BTC Capital Management, Inc. | 263.503 $ | +37.956 $ | 225.547 $ | | | | | |
|---|
| 10Elms LLP | 230.206 $ | +25 $ | 230.181 $ | -1.417 $ | 231.598 $ | -31.397 $ | 262.995 $ | |
|---|
| Orion Investment Co | | | 246.051 $ | +14.717 $ | 231.334 $ | -31.361 $ | 262.695 $ | |
|---|
| Traub Capital Management LLC | 262.211 $ | +5.627 $ | 256.584 $ | +141.181 $ | 115.403 $ | | | |
|---|
| Aufman Associates Inc | 257.905 $ | +5.534 $ | 252.371 $ | +23.018 $ | 229.353 $ | -31.093 $ | 260.446 $ | |
|---|
| Manske Wealth Management | 202.220 $ | -12.513 $ | 214.733 $ | +12.844 $ | 201.889 $ | -58.407 $ | 260.296 $ | |
|---|
| EntryPoint Capital, LLC | | | | | 258.798 $ | | | |
|---|
| B.O.S.S. Retirement Advisors, LLC | | | 258.246 $ | | | | | |
|---|
| Pine Harbor Wealth Management, LLC | 257.922 $ | | | | | | | |
|---|
| FWG Holdings, LLC | 257.512 $ | +4.483 $ | 253.029 $ | | | | | |
|---|
| Talisman Wealth Advisors LLC | 227.604 $ | -5.821 $ | 233.425 $ | +15.112 $ | 218.313 $ | -39.063 $ | 257.376 $ | |
|---|
| SG Americas Securities, LLC | 257.274 $ | +239.115 $ | 18.159 $ | +12.991 $ | 5.168 $ | -52.681 $ | 57.849 $ | |
|---|
| Rise Advisors, LLC | 234.685 $ | -22.537 $ | 257.222 $ | +37.830 $ | 219.392 $ | -14.198 $ | 233.590 $ | |
|---|
| Opes Wealth Management LLC | 251.749 $ | -4.849 $ | 256.598 $ | | | | | |
|---|
| ORSER CAPITAL MANAGEMENT, LLC | 245.419 $ | +5.267 $ | 240.152 $ | +14.364 $ | 225.788 $ | -30.609 $ | 256.397 $ | |
|---|
| AMJ Financial Wealth Management | | | | | 256.026 $ | | | |
|---|
| Family Legacy Financial Solutions, LLC | | | 164.994 $ | -90.152 $ | 255.146 $ | | | |
|---|
| Nicholson Meyer Capital Management, Inc. | 249.150 $ | -5.888 $ | 255.038 $ | | | | | |
|---|
| PARADIGM CAPITAL MANAGEMENT INC/NY | 215.280 $ | +4.620 $ | 210.660 $ | -44.238 $ | | | 254.898 $ | |
|---|
| Ironwood Financial, llc | 254.456 $ | +1.656 $ | 252.800 $ | | | | | |
|---|
| LAZARI CAPITAL MANAGEMENT, INC. | 243.553 $ | +5.929 $ | 237.624 $ | +15.269 $ | 222.355 $ | -32.093 $ | 254.448 $ | |
|---|
| Alley Investment Management Company, LLC | | | | | | | 254.148 $ | |
|---|
| ELLERSON GROUP INC /ADV | 221.021 $ | -9.301 $ | 230.322 $ | +13.776 $ | 216.546 $ | -35.353 $ | 251.899 $ | |
|---|
| Richard P Slaughter Associates Inc | | | | | | | 251.899 $ | |
|---|
| HANOVER ADVISORS INC | 240.827 $ | +5.169 $ | 235.658 $ | +14.095 $ | 221.563 $ | -30.036 $ | 251.599 $ | |
|---|
| TOWER TRUST & INVESTMENT Co | 251.589 $ | +5.399 $ | 246.190 $ | +14.726 $ | 231.464 $ | -6.206 $ | 237.670 $ | |
|---|
| Brendel Financial Advisors LLC | 250.443 $ | +5.375 $ | 245.068 $ | +244.827 $ | 241 $ | -142 $ | 383 $ | |
|---|
| BNP Paribas Asset Management Holding S.A. | 250.162 $ | +146.326 $ | 103.836 $ | -42.785 $ | 146.621 $ | +85.125 $ | 61.496 $ | |
|---|
| FORTRESS PRIVATE LEDGER, LLC | 238.272 $ | -11.880 $ | 250.152 $ | +32.856 $ | 217.296 $ | -251 $ | 217.547 $ | |
|---|
| Bull Oak Capital, LLC | 249.581 $ | | | | | | | |
|---|
| Stanich Group LLC | 206.382 $ | -42.336 $ | 248.718 $ | | | | | |
|---|
| Firestone Capital Management | 236.521 $ | +4.655 $ | 231.866 $ | +13.868 $ | 217.998 $ | -29.553 $ | 247.551 $ | |
|---|
| SITTNER & NELSON, LLC | 247.041 $ | +56.846 $ | 190.195 $ | +5.566 $ | 184.629 $ | -25.029 $ | 209.658 $ | |
|---|
| ORG Partners LLC | 246.491 $ | +51.718 $ | 194.773 $ | -12.860 $ | 207.633 $ | | | |
|---|
| Farrell Financial LLC | 246.267 $ | +33.373 $ | 212.894 $ | -11.603 $ | | | 224.497 $ | |
|---|
| Affinity Capital Advisors, LLC | 245.716 $ | | | | | | | |
|---|
| O'ROURKE & COMPANY, Inc | 216.314 $ | -16.424 $ | 232.738 $ | +15.510 $ | 217.228 $ | -28.486 $ | 245.714 $ | |
|---|
| CROWLEY WEALTH MANAGEMENT, INC. | | | 229.198 $ | +13.709 $ | 215.489 $ | -29.213 $ | 244.702 $ | |
|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 243.984 $ | | | | | | | |
|---|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 243.984 $ | +5.236 $ | 238.748 $ | +30.785 $ | 207.963 $ | +7.043 $ | 200.920 $ | |
|---|
| Grey Fox Wealth Advisors, LLC | | | 203.024 $ | -7.137 $ | 210.161 $ | -33.066 $ | 243.227 $ | |
|---|
| Ameliora Wealth Management Ltd. | 231.641 $ | +4.971 $ | 226.670 $ | +13.557 $ | 213.113 $ | -28.890 $ | 242.003 $ | |
|---|
| Paragon Capital Management Ltd | 241.857 $ | +5.190 $ | 236.667 $ | | | | | |
|---|
| Horizon Investment Services, LLC | 240.970 $ | +25.114 $ | 215.856 $ | | | | | |
|---|
| PALISADE CAPITAL MANAGEMENT, LP | 239.104 $ | | | | | | | |
|---|
| REBALANCE, LLC | 208.391 $ | +4.472 $ | 203.919 $ | -34.496 $ | | | 238.415 $ | |
|---|
| Skyline Advisors, Inc. | 237.605 $ | +5.099 $ | 232.506 $ | | | | | |
|---|
| Fielder Capital Group LLC | 237.316 $ | | | | | | | |
|---|
| CLARK ESTATES INC/NY | 236.808 $ | | | | | | | |
|---|
| Financial Management Professionals, Inc. | 218.742 $ | +21.143 $ | 197.599 $ | +19.477 $ | 178.122 $ | -58.633 $ | 236.755 $ | |
|---|
| Single Point Partners, LLC | 236.435 $ | +5.074 $ | 231.361 $ | +231.124 $ | 237 $ | -40 $ | 277 $ | |
|---|
| Financial Perspectives, Inc | 234.929 $ | +5.042 $ | 229.887 $ | +36.857 $ | 193.030 $ | -6.826 $ | 199.856 $ | |
|---|
| Avid Wealth Partners LLC | 234.924 $ | | | | | | | |
|---|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 234.512 $ | +26.520 $ | 207.992 $ | | | | | |
|---|
| O'Brien Greene & Co. Inc | 234.512 $ | +33.402 $ | 201.110 $ | -1.308 $ | 202.418 $ | -28.190 $ | 230.608 $ | |
|---|
| PKS Advisory Services, LLC | 234.449 $ | +403 $ | 234.046 $ | | | | | |
|---|
| Resurgent Financial Advisors LLC | 234.225 $ | +7.274 $ | 226.951 $ | | | | | |
|---|
| Atlas Wealth Partners, LLC | 226.225 $ | -7.608 $ | 233.833 $ | +233.603 $ | 230 $ | -42 $ | 272 $ | |
|---|
| Berkshire Money Management, Inc. | 206.956 $ | +1.369 $ | | | 205.587 $ | -27.870 $ | 233.457 $ | |
|---|
| VISTA CAPITAL PARTNERS, INC. | 203.526 $ | -29.759 $ | 233.285 $ | | | | | |
|---|
| SAGE RHINO CAPITAL LLC | 206.095 $ | -1.335 $ | 207.430 $ | -24.677 $ | | | 232.107 $ | |
|---|
| Wallace Advisory Group, LLC | 232.072 $ | | | | | | | |
|---|
| Accelerate Investment Advisors LLC | | | | | | | 231.992 $ | |
|---|
| AXS Investments LLC | 200.497 $ | -31.089 $ | 231.586 $ | +229 $ | | | 231.357 $ | |
|---|
| Fermata Advisors, LLC | | | | | | | 231.584 $ | |
|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 218.724 $ | -12.581 $ | 231.305 $ | +26.775 $ | 204.530 $ | +137.807 $ | 66.723 $ | |
|---|
| M. Kulyk & Associates, LLC | 230.351 $ | +4.943 $ | 225.408 $ | | | | | |
|---|
| TD Capital Management LLC | 229.777 $ | +16.448 $ | 213.329 $ | +13.154 $ | 200.175 $ | +22.840 $ | 177.335 $ | |
|---|
| Brookwood Investment Group LLC | 201.096 $ | -20.683 $ | 221.779 $ | -7.529 $ | | | 229.308 $ | |
|---|
| Sawyer & Company, Inc | 229.201 $ | +228.990 $ | 211 $ | +0 $ | 211 $ | -28 $ | 239 $ | |
|---|
| Eldridge Investment Advisors, Inc. | 219.155 $ | +4.703 $ | 214.452 $ | +12.827 $ | 201.625 $ | -27.333 $ | 228.958 $ | |
|---|
| Bruce G. Allen Investments, LLC | | | 227.653 $ | +30.649 $ | 197.004 $ | +36.418 $ | 160.586 $ | |
|---|
| Blackston Financial Advisory Group, LLC | 202.937 $ | -23.067 $ | | | | | 226.004 $ | |
|---|
| Orgel Wealth Management, LLC | 215.280 $ | +4.620 $ | 210.660 $ | -14.250 $ | | | 224.910 $ | |
|---|
| Cornerstone Wealth Advisors, Inc. | 224.465 $ | +4.817 $ | 219.648 $ | | | | | |
|---|
| Level Wealth Management LLC | 201.905 $ | -21.955 $ | | | | | 223.860 $ | |
|---|
| Morse Asset Management, Inc | 223.564 $ | +103.106 $ | 120.458 $ | +7.250 $ | 113.208 $ | -15.294 $ | 128.502 $ | |
|---|
| Hughes Financial Services, LLC | 190.451 $ | -1.801 $ | 192.252 $ | +4.143 $ | 188.109 $ | -34.600 $ | 222.709 $ | |
|---|
| Post Resch Tallon Group Inc. | | | 209.536 $ | -12.819 $ | | | 222.355 $ | |
|---|
| Curran Financial Partners, LLC | | | | | | | 222.109 $ | |
|---|
| GREENWOOD GEARHART INC | 221.271 $ | +2.501 $ | 218.770 $ | | | | | |
|---|
| Navalign, LLC | 221.232 $ | +4.748 $ | 216.484 $ | | | | | |
|---|
| Arrowroot Family Office, LLC | | | 220.461 $ | | | | | |
|---|
| Vantage Financial Partners, LLC | 219.794 $ | +2.943 $ | 216.851 $ | | | | | |
|---|
| Blue Capital, Inc. | 218.724 $ | | | | | | | |
|---|
| Citizens Business Bank | 218.581 $ | | | | | | | |
|---|
| Warren Street Wealth Advisors, LLC | | | | | | | 218.313 $ | |
|---|
| Fingerlakes Wealth Management, Inc. | 217.901 $ | +13.968 $ | | | | | 203.933 $ | |
|---|
| Peterson Wealth Advisors, LLC | 217.651 $ | | | | | | | |
|---|
| DAVIDSON INVESTMENT ADVISORS | | | | | | | 217.413 $ | |
|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 201.933 $ | -15.180 $ | | | | | 217.113 $ | |
|---|
| REAP Financial Group, LLC | 216.420 $ | +51.508 $ | 164.912 $ | +27.106 $ | 137.806 $ | +58.633 $ | 79.173 $ | |
|---|
| Arbor Investment Advisors, LLC | | | | | | | 215.927 $ | |
|---|
| Dunhill Financial, LLC | 71.953 $ | +25.903 $ | 46.050 $ | -169.161 $ | 215.211 $ | +166.263 $ | 48.948 $ | |
|---|
| a16z Perennial Management, L.P. | 214.993 $ | | | | | | | |
|---|
| GDS Wealth Management | 214.132 $ | | | | | | | |
|---|
| Strategies Wealth Advisors, LLC | 213.780 $ | | | | | | | |
|---|
| Tillman Hartley LLC | | | | | | | 213.665 $ | |
|---|
| Westshore Wealth, LLC | 213.414 $ | | | | | | | |
|---|
| FIRETHORN WEALTH PARTNERS, LLC | | | | | | | 213.260 $ | |
|---|
| Elevate Capital Advisors, LLC | | | 213.172 $ | | | | | |
|---|
| Boston Common Asset Management, LLC | | | | | | | 209.916 $ | |
|---|
| Board of the Pension Protection Fund | | | | | | | 209.916 $ | |
|---|
| LANDAAS & CO /WI /ADV | 209.287 $ | | | | | | | |
|---|
| Meridian Financial Partners LLC | 209.251 $ | +8.211 $ | 201.040 $ | +200.813 $ | | | 227 $ | |
|---|
| Capital Square, LLC | 209.136 $ | | | | | | | |
|---|
| Alaethes Wealth, LLC | | | | | | | 208.567 $ | |
|---|
| HT Partners LLC | | | | | | | 207.817 $ | |
|---|
| Yukon Wealth Management, Inc. | | | 207.550 $ | | | | | |
|---|
| BARRETT & COMPANY, INC. | 181.409 $ | +3.893 $ | 177.516 $ | +10.617 $ | 166.899 $ | -39.119 $ | 206.018 $ | |
|---|
| Northern Financial Advisors Inc | | | 205.721 $ | | | | | |
|---|
| SEAMOUNT FINANCIAL GROUP INC | | | | | 205.058 $ | | | |
|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | | | | | | | 204.818 $ | |
|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 204.533 $ | +4.389 $ | 200.144 $ | | | | | |
|---|
| Swan Global Investments, LLC | | | | | 204.002 $ | | | |
|---|
| Optiver Holding B.V. | 203.798 $ | +35.116 $ | | | | | 168.682 $ | |
|---|
| First Citizens Financial Corp | | | | | | | 203.619 $ | |
|---|
| Parkwoods Wealth Partners, LLC | 202.220 $ | | | | | | | |
|---|
| Amplius Wealth Advisors, LLC | | | | | | | 201.969 $ | |
|---|
| James Hambro & Partners LLP | 201.904 $ | | | | | | | |
|---|
| V2 Financial group LLC | 201.646 $ | | | | | | | |
|---|
| J. L. Bainbridge & Co., Inc. | | | | | | | 201.369 $ | |
|---|
| ENDEAVOR PRIVATE WEALTH, INC. | | | | | | | 200.319 $ | |
|---|
| Orion Capital Management LLC | 198.919 $ | +4.269 $ | 194.650 $ | | | | | |
|---|
| Uniplan Investment Counsel, Inc. | 197.255 $ | | | | | | | |
|---|
| PIN OAK INVESTMENT ADVISORS INC | 239 $ | -196.428 $ | 196.667 $ | +196.500 $ | 167 $ | +0 $ | 167 $ | |
|---|
| Rossby Financial, LCC | 192.604 $ | +56.786 $ | 135.818 $ | +41.277 $ | 94.541 $ | -7.495 $ | 102.036 $ | |
|---|
| Kozak & Associates, Inc. | 178.803 $ | -10.178 $ | 188.981 $ | +2.465 $ | 186.516 $ | +126.333 $ | 60.183 $ | |
|---|
| Birch Capital Management, LLC | 171.076 $ | +9.430 $ | 161.646 $ | +9.668 $ | 151.978 $ | -34.697 $ | 186.675 $ | |
|---|
| Sherman Asset Management, Inc. | 93.288 $ | +2.002 $ | 91.286 $ | -14.512 $ | 105.798 $ | -75.532 $ | 181.330 $ | |
|---|
| Koesten, Hirschmann & Crabtree, INC. | | | | | | | 176.472 $ | |
|---|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 155.112 $ | -950 $ | 156.062 $ | +2.574 $ | 153.488 $ | -22.182 $ | 175.670 $ | |
|---|
| Graney & King, LLC | 171.391 $ | +3.678 $ | 167.713 $ | +23.561 $ | 144.152 $ | -19.308 $ | 163.460 $ | |
|---|
| Lloyd Advisory Services, LLC. | 167.965 $ | | | | | | | |
|---|
| T. Rowe Price Investment Management, Inc. | 3.168 $ | +479 $ | 2.689 $ | -145.183 $ | 147.872 $ | -18.806 $ | 166.678 $ | |
|---|
| Ruedi Wealth Management, Inc. | | | | | | | 165.972 $ | |
|---|
| Silvant Capital Management LLC | 164.474 $ | | | | | | | |
|---|
| Olistico Wealth, LLC | 148.457 $ | -14.265 $ | | | 162.722 $ | | | |
|---|
| Binnacle Investments Inc | | | 162.630 $ | +124.999 $ | 37.631 $ | +5.544 $ | 32.087 $ | |
|---|
| Paladin Advisory Group, LLC | 123.140 $ | +2.642 $ | 120.498 $ | -21.841 $ | 142.339 $ | -19.296 $ | 161.635 $ | |
|---|
| Byrne Asset Management LLC | 146.821 $ | +1.044 $ | 145.777 $ | +6.079 $ | 139.698 $ | -21.488 $ | 161.186 $ | |
|---|
| ALERUS FINANCIAL NA | 160.742 $ | +3.449 $ | 157.293 $ | +22.612 $ | 134.681 $ | | | |
|---|
| Bellwether Advisors, LLC | | | | | 160.429 $ | | | |
|---|
| Catalyst Capital Advisors LLC | 71.042 $ | -23.053 $ | 94.095 $ | -17.347 $ | 111.442 $ | -47.644 $ | 159.086 $ | |
|---|
| New England Capital Financial Advisors LLC | 151.783 $ | +3.257 $ | 148.526 $ | +9.992 $ | 138.534 $ | -17.444 $ | 155.978 $ | |
|---|
| Asset Planning,Inc | 98.403 $ | +2.112 $ | 96.291 $ | -21.413 $ | 117.704 $ | -35.910 $ | 153.614 $ | |
|---|
| New Millennium Group LLC | 153.279 $ | +96.120 $ | 57.159 $ | +45.936 $ | 11.223 $ | -28.811 $ | 40.034 $ | |
|---|
| HighMark Wealth Management LLC | 145.678 $ | +3.126 $ | 142.552 $ | +9.372 $ | 133.180 $ | -17.035 $ | 150.215 $ | |
|---|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 51.380 $ | -28.952 $ | 80.332 $ | +4.805 $ | 75.527 $ | -69.465 $ | 144.992 $ | |
|---|
| Pineridge Advisors LLC | | | 137.568 $ | +9.375 $ | 128.193 $ | -16.003 $ | 144.196 $ | |
|---|
| MILLER WEALTH ADVISORS, LLC | 136.488 $ | +2.930 $ | 133.558 $ | +7.988 $ | 125.570 $ | -17.023 $ | 142.593 $ | |
|---|
| Activest Wealth Management | 141.698 $ | +47.982 $ | 93.716 $ | +55.886 $ | 37.830 $ | -42.325 $ | 80.155 $ | |
|---|
| Financial Freedom, LLC | 137.900 $ | +2.959 $ | 134.941 $ | +9.043 $ | 125.898 $ | -15.685 $ | 141.583 $ | |
|---|
| Stone House Investment Management, LLC | 141.400 $ | +63.283 $ | 78.117 $ | | | | | |
|---|
| HOERTKORN RICHARD CHARLES | 133.474 $ | +2.865 $ | 130.609 $ | +7.812 $ | 122.797 $ | -16.647 $ | 139.444 $ | |
|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 138.928 $ | +105.449 $ | 33.479 $ | +29.385 $ | 4.094 $ | -7.152 $ | 11.246 $ | |
|---|
| eCIO, Inc. | 102.904 $ | -35.940 $ | | | | | 138.844 $ | |
|---|
| North Capital, Inc. | | | 114.318 $ | -7.027 $ | 121.345 $ | -16.450 $ | 137.795 $ | |
|---|
| Tidemark, LLC | 135.052 $ | -2.176 $ | 137.228 $ | | | | | |
|---|
| WPG Advisers, LLC | 136.775 $ | +17.541 $ | 119.234 $ | -15.975 $ | 135.209 $ | +8.360 $ | 126.849 $ | |
|---|
| Janney Montgomery Scott LLC | 130.393 $ | +3.128 $ | 127.265 $ | +13.248 $ | 114.017 $ | -22.241 $ | 136.258 $ | |
|---|
| Brown Shipley& Co Ltd | 135.483 $ | +12.036 $ | 123.447 $ | +17.419 $ | 106.028 $ | -8.076 $ | 114.104 $ | |
|---|
| Bernard Wealth Management Corp. | 125.701 $ | +2.698 $ | 123.003 $ | +7.391 $ | 115.612 $ | -17.881 $ | 133.493 $ | |
|---|
| SIERRA OCEAN, LLC | | | | | 114.234 $ | -17.469 $ | 131.703 $ | |
|---|
| Marshall & Sterling Wealth Advisors Inc. | 103.082 $ | -5.652 $ | 108.734 $ | -22.843 $ | | | 131.577 $ | |
|---|
| NATIXIS ADVISORS, LLC | 130.547 $ | +37.870 $ | 92.677 $ | +6.857 $ | 85.820 $ | -31.746 $ | 117.566 $ | |
|---|
| Fairscale Capital, LLC | 125.375 $ | +3.894 $ | 121.481 $ | +2.180 $ | 119.301 $ | -10.397 $ | 129.698 $ | |
|---|
| Beaird Harris Wealth Management, LLC | 120.404 $ | -9.065 $ | 129.469 $ | +10.173 $ | 119.296 $ | +2.220 $ | 117.076 $ | |
|---|
| VSM Wealth Advisory, LLC | 123.743 $ | +2.655 $ | 121.088 $ | +7.404 $ | 113.684 $ | -15.219 $ | 128.903 $ | |
|---|
| ATTICUS WEALTH MANAGEMENT, LLC | | | | | 110.802 $ | -12.978 $ | 123.780 $ | |
|---|
| Opal Wealth Advisors, LLC | | | | | 123.202 $ | | | |
|---|
| Park Square Financial Group, LLC | | | | | 105.632 $ | -17.169 $ | 122.801 $ | |
|---|
| Cypress Capital Management LLC (WY) | 121.462 $ | +12.761 $ | 108.701 $ | +6.502 $ | 102.199 $ | -13.855 $ | 116.054 $ | |
|---|
| Financial Network Wealth Advisors LLC | 114.816 $ | -626 $ | 115.442 $ | +26.183 $ | 89.259 $ | -14.050 $ | 103.309 $ | |
|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 111.228 $ | | | | | | | |
|---|
| Tripletail Wealth Management, LLC | 34.588 $ | -76.516 $ | 111.104 $ | | | | | |
|---|
| Fourth Dimension Wealth, LLC | 104.627 $ | +2.247 $ | 102.380 $ | +6.123 $ | 96.257 $ | -13.049 $ | 109.306 $ | |
|---|
| Future Financial Wealth Managment LLC | | | 109.046 $ | +6.544 $ | 102.502 $ | +1.125 $ | 101.377 $ | |
|---|
| KERR FINANCIAL PLANNING Corp | 107.336 $ | +12.989 $ | 94.347 $ | | | | | |
|---|
| ORG Wealth Partners, LLC | 106.698 $ | +9.479 $ | 97.219 $ | +58.643 $ | 38.576 $ | -3.136 $ | 41.712 $ | |
|---|
| Riggs Asset Managment Co. Inc. | | | | | 88.203 $ | -16.606 $ | 104.809 $ | |
|---|
| J.Safra Asset Management Corp | 103.416 $ | +55.882 $ | | | 47.534 $ | -6.444 $ | 53.978 $ | |
|---|
| Magellan Asset Management Ltd | 70.899 $ | +1.522 $ | 69.377 $ | -34.010 $ | 103.387 $ | +7.575 $ | 95.812 $ | |
|---|
| DiNuzzo Private Wealth, Inc. | 99.747 $ | -3.119 $ | 102.866 $ | +13.871 $ | 88.995 $ | -13.864 $ | 102.859 $ | |
|---|
| Operose Advisors LLC | 89.270 $ | -6.230 $ | 95.500 $ | +5.712 $ | 89.788 $ | -12.171 $ | 101.959 $ | |
|---|
| FSA Wealth Management LLC | | | 69.237 $ | -2.986 $ | 72.223 $ | -28.534 $ | 100.757 $ | |
|---|
| Reyes Financial Architecture, Inc. | 100.464 $ | +100.464 $ | | | | | 0 $ | |
|---|
| LFA - Lugano Financial Advisors SA | 100.033 $ | +2.146 $ | 97.887 $ | +9.156 $ | 88.731 $ | +34.303 $ | 54.428 $ | |
|---|
| Quaker Wealth Management, LLC | 99.232 $ | +24.719 $ | 74.513 $ | +11.566 $ | 62.947 $ | -7.825 $ | 70.772 $ | |
|---|
| Kiker Wealth Management, LLC | | | | | 83.977 $ | -15.220 $ | 99.197 $ | |
|---|
| Gold Investment Management Ltd. | 95.728 $ | +2.757 $ | 92.971 $ | +4.105 $ | 88.866 $ | -9.045 $ | 97.911 $ | |
|---|
| Caitong International Asset Management Co., Ltd | | | 95.218 $ | | | | | |
|---|
| Treasurer of the State of North Carolina | 82.405 $ | -4.124 $ | 86.529 $ | +2.005 $ | 84.524 $ | -9.858 $ | 94.382 $ | |
|---|
| Global Wealth Strategies & Associates | 93.832 $ | +31.085 $ | 62.747 $ | +11.251 $ | 51.496 $ | -6.981 $ | 58.477 $ | |
|---|
| Cornerstone Planning Group LLC | 80.740 $ | +69.553 $ | 11.187 $ | -69.411 $ | 80.598 $ | -11.667 $ | 92.265 $ | |
|---|
| Newton One Investments LLC | 90.009 $ | +1.931 $ | 88.078 $ | +6.099 $ | 81.979 $ | -10.119 $ | 92.098 $ | |
|---|
| Aspect Partners, LLC | 71.617 $ | +3.644 $ | 67.973 $ | -24.059 $ | 92.032 $ | +18.861 $ | 73.171 $ | |
|---|
| PROATHLETE WEALTH MANAGEMENT LLC | 91.095 $ | +5.747 $ | 85.348 $ | +3.917 $ | 81.431 $ | -9.690 $ | 91.121 $ | |
|---|
| WealthCollab, LLC | 85.825 $ | -967 $ | 86.792 $ | +5.191 $ | 81.601 $ | -9.113 $ | 90.714 $ | |
|---|
| CarsonAllaria Wealth Management, Ltd. | | | | | 54.559 $ | -36.141 $ | 90.700 $ | |
|---|
| Bell Investment Advisors, Inc | 76.210 $ | -6.229 $ | 82.439 $ | -7.481 $ | 89.920 $ | +46.587 $ | 43.333 $ | |
|---|
| Lodestone Wealth Management LLC | 88.270 $ | | | | | | | |
|---|
| MPWM ADVISORY SOLUTIONS, LLC | 54.107 $ | +1.161 $ | 52.946 $ | -23.241 $ | 76.187 $ | -10.329 $ | 86.516 $ | |
|---|
| IMA Advisory Services, Inc. | 86.033 $ | +8.791 $ | 77.242 $ | +5.016 $ | 72.226 $ | -9.791 $ | 82.017 $ | |
|---|
| Abound Wealth Management | 42.697 $ | +734 $ | 41.963 $ | -11.288 $ | 53.251 $ | -32.559 $ | 85.810 $ | |
|---|
| Sarver Vrooman Wealth Advisors | | | 66.428 $ | +3.974 $ | 62.454 $ | -22.412 $ | 84.866 $ | |
|---|
| Handelsbanken Fonder AB | 76.434 $ | +1.109 $ | 75.325 $ | +1.985 $ | 73.340 $ | -10.231 $ | 83.571 $ | |
|---|
| WD RUTHERFORD LLC | | | | | 83.053 $ | | | |
|---|
| Westend Capital Management, LLC | 82.380 $ | +61.876 $ | 20.504 $ | -7.885 $ | 28.389 $ | -3.848 $ | 32.237 $ | |
|---|
| VISION FINANCIAL MARKETS LLC | 78.515 $ | +1.685 $ | 76.830 $ | +4.677 $ | 72.153 $ | -9.685 $ | 81.838 $ | |
|---|
| Kemnay Advisory Services Inc. | 78.075 $ | | | | | | | |
|---|
| CBIZ Investment Advisory Services, LLC | 72.475 $ | +9.835 $ | 62.640 $ | +11.009 $ | 51.631 $ | -25.892 $ | 77.523 $ | |
|---|
| Game Plan Financial Advisors, LLC | 73.195 $ | +1.571 $ | 71.624 $ | +4.284 $ | 67.340 $ | -9.129 $ | 76.469 $ | |
|---|
| Mn Services Vermogensbeheer B.V. | 76.227 $ | +3.048 $ | 73.179 $ | +5.486 $ | 67.693 $ | -8.067 $ | 75.760 $ | |
|---|
| Retirement Wealth Solutions LLC | 69.856 $ | +1.499 $ | 68.357 $ | +992 $ | 67.365 $ | -8.729 $ | 76.094 $ | |
|---|
| Copeland Capital Management, LLC | 71.760 $ | +1.540 $ | 70.220 $ | +4.200 $ | 66.020 $ | -8.950 $ | 74.970 $ | |
|---|
| Comprehensive Financial Planning, Inc./PA | 74.880 $ | +3.994 $ | 70.886 $ | +4.709 $ | 66.177 $ | -8.408 $ | 74.585 $ | |
|---|
| CWM, LLC | 73.857 $ | +3.954 $ | 69.903 $ | +23.769 $ | 46.134 $ | +2.214 $ | 43.920 $ | |
|---|
| IMG Wealth Management, Inc. | 22.676 $ | +10.879 $ | 11.797 $ | +706 $ | 11.091 $ | -61.330 $ | 72.421 $ | |
|---|
| CURIO WEALTH, LLC | 47.722 $ | -17.302 $ | 65.024 $ | +3.889 $ | 61.135 $ | -9.269 $ | 70.404 $ | |
|---|
| Twin Lakes Capital Management, LLC | 70.181 $ | +1.506 $ | 68.675 $ | | | | | |
|---|
| CARDEROCK CAPITAL MANAGEMENT INC | | | | | 69.321 $ | | | |
|---|
| Wealth Watch Advisors, INC | 62.431 $ | -4.278 $ | 66.709 $ | | | | | |
|---|
| Prudent Man Investment Management, Inc. | 66.020 $ | +35.608 $ | 30.412 $ | +0 $ | 30.412 $ | +0 $ | 30.412 $ | |
|---|
| Keystone Financial Group, Inc. | 65.801 $ | +2.182 $ | 63.619 $ | -1.269 $ | 64.888 $ | +5.663 $ | 59.225 $ | |
|---|
| OLD REPUBLIC INTERNATIONAL CORP | 65.438 $ | +1.404 $ | 64.034 $ | +3.830 $ | 60.204 $ | +1.757 $ | 58.447 $ | |
|---|
| Whipplewood Advisors, LLC | 23.107 $ | +2.041 $ | 21.066 $ | -28.053 $ | 49.119 $ | -14.905 $ | 64.024 $ | |
|---|
| Dynamic Wealth Strategies, LLC | 14.352 $ | -49.548 $ | 63.900 $ | +34.191 $ | 29.709 $ | | | |
|---|
| PFS Partners, LLC | 61.353 $ | +1.317 $ | 60.036 $ | +4.131 $ | 55.905 $ | -6.928 $ | 62.833 $ | |
|---|
| TOTAL INVESTMENT MANAGEMENT INC | | | | | 62.109 $ | | | |
|---|
| Caitlin John, LLC | 62.104 $ | +1.333 $ | 60.771 $ | | | | | |
|---|
| Quest 10 Wealth Builders, Inc. | 19.514 $ | -5.480 $ | 24.994 $ | +2.815 $ | 22.179 $ | -39.892 $ | 62.071 $ | |
|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 51.070 $ | +514 $ | 50.556 $ | +1.422 $ | 49.134 $ | -12.715 $ | 61.849 $ | |
|---|
| MARYLAND CAPITAL ADVISORS INC. | 61.571 $ | +4.973 $ | 56.598 $ | +3.385 $ | 53.213 $ | -7.213 $ | 60.426 $ | |
|---|
| Davis Capital Management | 4.736 $ | -4.533 $ | 9.269 $ | -52.056 $ | | | 61.325 $ | |
|---|
| Greykasell Wealth Strategies, Inc. | 53.742 $ | -7.273 $ | 61.015 $ | +9.651 $ | 51.364 $ | -6.963 $ | 58.327 $ | |
|---|
| Palouse Capital Management, Inc. | 57.408 $ | +1.232 $ | 56.176 $ | +3.360 $ | 52.816 $ | -7.160 $ | 59.976 $ | |
|---|
| Moisand Fitzgerald Tamayo, LLC | 57.329 $ | +1.230 $ | 56.099 $ | +3.355 $ | 52.744 $ | -7.150 $ | 59.894 $ | |
|---|
| CLEAR INVESTMENT RESEARCH, LLC | | | 58.725 $ | +17.377 $ | 41.348 $ | -5.455 $ | 46.803 $ | |
|---|
| Front Row Advisors LLC | 56.383 $ | +1.752 $ | 54.631 $ | +3.267 $ | 51.364 $ | -6.963 $ | 58.327 $ | |
|---|
| Murphy & Mullick Capital Management Corp | 56.694 $ | +269 $ | 56.425 $ | +3.161 $ | 53.264 $ | -4.342 $ | 57.606 $ | |
|---|
| Daiwa Securities Group Inc. | 57.461 $ | +3.705 $ | 53.756 $ | +4.717 $ | 49.039 $ | -3.594 $ | 52.633 $ | |
|---|
| BURKETT FINANCIAL SERVICES, LLC | 54.668 $ | +1.172 $ | 53.496 $ | +3.704 $ | 49.792 $ | -6.145 $ | 55.937 $ | |
|---|
| High Note Wealth, LLC | 55.542 $ | +13.129 $ | 42.413 $ | +3.329 $ | 39.084 $ | -10.096 $ | 49.180 $ | |
|---|
| Battery Global Advisors, LLC | 54.000 $ | +1.678 $ | 52.322 $ | +3.466 $ | 48.856 $ | -6.217 $ | 55.073 $ | |
|---|
| United Financial Planning Group LLC | 54.825 $ | +5.250 $ | 49.575 $ | | | | | |
|---|
| Kingdom Financial Group LLC. | 53.581 $ | | | | | | | |
|---|
| Fortitude Family Office, LLC | 45.639 $ | +4.911 $ | 40.728 $ | +2.965 $ | 37.763 $ | -15.016 $ | 52.779 $ | |
|---|
| Investment Research & Advisory Group, Inc. | 50.641 $ | +1.508 $ | 49.133 $ | +6.755 $ | 42.378 $ | +29.183 $ | 13.195 $ | |
|---|
| Cambridge Investment Research Advisors, Inc. | 48.524 $ | +2.599 $ | 45.925 $ | +2.900 $ | 43.025 $ | -6.782 $ | 49.807 $ | |
|---|
| Your Advocates Ltd., LLP | 49.658 $ | | | | | | | |
|---|
| Strive Asset Management, LLC | | | 48.452 $ | | | | | |
|---|
| PFG Private Wealth Management, LLC | | | | | | | 47.289 $ | |
|---|
| Signature Resources Capital Management, LLC | 47.075 $ | +2.836 $ | 44.239 $ | +1.722 $ | 42.517 $ | -1.865 $ | 44.382 $ | |
|---|
| STANCE CAPITAL LLC | | | 46.205 $ | | | | | |
|---|
| Atlantic Private Wealth, LLC | 45.209 $ | +3.077 $ | 42.132 $ | | | | | |
|---|
| SRH ADVISORS, LLC | | | | | 13.204 $ | -31.778 $ | 44.982 $ | |
|---|
| DecisionPoint Financial, LLC | 10.908 $ | +10.621 $ | 287 $ | -40.562 $ | 40.849 $ | -4.133 $ | 44.982 $ | |
|---|
| BI Asset Management Fondsmaeglerselskab A/S | 44.625 $ | +17.364 $ | 27.261 $ | +12.494 $ | 14.767 $ | -22.494 $ | 37.261 $ | |
|---|
| Guerra Advisors Inc | | | 44.100 $ | | | | | |
|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | 43.430 $ | +1.494 $ | 41.936 $ | +2.460 $ | 39.476 $ | -2.593 $ | 42.069 $ | |
|---|
| AMALGAMATED BANK | 37.015 $ | -421 $ | 37.436 $ | +1.801 $ | 35.635 $ | -7.536 $ | 43.171 $ | |
|---|
| Eagle Bay Advisors LLC | 43.098 $ | | | | | | | |
|---|
| HRT FINANCIAL LP | 11.439 $ | -30.872 $ | 42.311 $ | +30.428 $ | 11.883 $ | +8.435 $ | 3.448 $ | |
|---|
| Financial Avengers, Inc. | 37.772 $ | -4.386 $ | 42.158 $ | | | | | |
|---|
| Hurley Capital, LLC | 40.787 $ | -1.231 $ | 42.018 $ | +4.870 $ | 37.148 $ | -4.585 $ | 41.733 $ | |
|---|
| Lowe Wealth Advisors, LLC | | | 36.234 $ | -341 $ | 36.575 $ | -4.958 $ | 41.533 $ | |
|---|
| Compass Financial Services Inc | 39.426 $ | +847 $ | 38.579 $ | +2.421 $ | 36.158 $ | -4.903 $ | 41.061 $ | |
|---|
| Vermillion & White Wealth Management Group, LLC | 33.583 $ | -6.302 $ | 39.885 $ | +22.942 $ | | | 16.943 $ | |
|---|
| Runnymede Capital Advisors, Inc. | | | | | | | 39.584 $ | |
|---|
| Cedar Mountain Advisors, LLC | 39.468 $ | +847 $ | 38.621 $ | +5.743 $ | 32.878 $ | -4.457 $ | 37.335 $ | |
|---|
| Morton Brown Family Wealth, LLC | 1.148 $ | -32.654 $ | | | 33.802 $ | -4.583 $ | 38.385 $ | |
|---|
| Pacific Center for Financial Services | 38.295 $ | +0 $ | 38.295 $ | | | | | |
|---|
| Frazier Financial Advisors, LLC | 35.019 $ | -2.900 $ | 37.919 $ | +2.928 $ | 34.991 $ | | | |
|---|
| Abich Financial Wealth Management LLC | | | 37.497 $ | | | | | |
|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 35.880 $ | +770 $ | 35.110 $ | -2.375 $ | | | 37.485 $ | |
|---|
| GKV Capital Management Co., Inc. | | | | | | | 37.335 $ | |
|---|
| HIGHLINE WEALTH PARTNERS LLC | 35.831 $ | +13.408 $ | 22.423 $ | +1.407 $ | 21.016 $ | -12.066 $ | 33.082 $ | |
|---|
| Team Financial Group, LLC | 34.958 $ | +750 $ | 34.208 $ | +2.369 $ | 31.839 $ | | | |
|---|
| Ilmarinen Mutual Pension Insurance Co | 32.651 $ | -1.757 $ | 34.408 $ | +11.103 $ | 23.305 $ | -1.135 $ | 24.440 $ | |
|---|
| Clarity Asset Management, Inc. | 34.073 $ | +731 $ | 33.342 $ | +1.782 $ | 31.560 $ | -2.842 $ | 34.402 $ | |
|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 33.297 $ | +11.248 $ | 22.049 $ | -4.755 $ | 26.804 $ | | | |
|---|
| Mowery & Schoenfeld Wealth Management, LLC | 33.154 $ | +5.864 $ | | | | | 27.290 $ | |
|---|
| Atlantic Edge Private Wealth Management, LLC | 17.510 $ | +376 $ | 17.134 $ | -16.009 $ | 33.143 $ | +3.604 $ | 29.539 $ | |
|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 33.010 $ | +709 $ | 32.301 $ | | | | | |
|---|
| Strategic Advocates LLC | 30.706 $ | -2.157 $ | 32.863 $ | | | | | |
|---|
| Fairway Wealth LLC | | | | | 19.674 $ | -11.214 $ | 30.888 $ | |
|---|
| WealthTrak Capital Management LLC | | | | | 30.370 $ | +2.781 $ | 27.589 $ | |
|---|
| Bayforest Capital Ltd | | | | | | | 30.138 $ | |
|---|
| State of Alaska, Department of Revenue | 24.596 $ | -1.605 $ | 26.201 $ | +577 $ | 25.624 $ | -4.490 $ | 30.114 $ | |
|---|
| Creative Capital Management Investments LLC | 28.560 $ | +612 $ | 27.948 $ | +1.672 $ | 26.276 $ | -3.562 $ | 29.838 $ | |
|---|
| Legend Financial Advisors, Inc. | | | | | 28.521 $ | | | |
|---|
| Collier Financial | 3.588 $ | -24.394 $ | | | | | 27.982 $ | |
|---|
| PROFESSIONAL ADVISORY SERVICES INC | 27.874 $ | +1.762 $ | 26.112 $ | +1.509 $ | 24.603 $ | -1.354 $ | 25.957 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 25.157 $ | +462 $ | 24.695 $ | +1.213 $ | 23.482 $ | -3.426 $ | 26.908 $ | |
|---|
| Kathleen S. Wright Associates Inc. | | | | | 26.408 $ | | | |
|---|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 25.895 $ | +222 $ | 25.673 $ | +9.455 $ | 16.218 $ | -2.468 $ | 18.686 $ | |
|---|
| ESL Trust Services, LLC | 21.528 $ | +462 $ | 21.066 $ | +1.260 $ | 19.806 $ | -5.084 $ | 24.890 $ | |
|---|
| Vestcor Inc | 21.157 $ | +454 $ | 20.703 $ | +915 $ | 19.788 $ | -4.506 $ | 24.294 $ | |
|---|
| BARD ASSOCIATES INC | 23.392 $ | | | | | | | |
|---|
| Red Tortoise LLC | 20.380 $ | +438 $ | 19.942 $ | -260 $ | 20.202 $ | -2.739 $ | 22.941 $ | |
|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 22.623 $ | +416 $ | 22.207 $ | +1.893 $ | 20.314 $ | -1.272 $ | 21.586 $ | |
|---|
| DHJJ Financial Advisors, Ltd. | 9.473 $ | +203 $ | 9.270 $ | +555 $ | 8.715 $ | -13.776 $ | 22.491 $ | |
|---|
| Trivant Custom Portfolio Group, LLC | | | | | | | 22.191 $ | |
|---|
| QV Investors Inc. | 21.677 $ | +188 $ | 21.489 $ | +6.007 $ | 15.482 $ | -2.029 $ | 17.511 $ | |
|---|
| Joseph Group Capital Management | 21.528 $ | +13.474 $ | | | 8.054 $ | | | |
|---|
| Breakwater Investment Management | 14.640 $ | -668 $ | 15.308 $ | +1.971 $ | 13.337 $ | -6.755 $ | 20.092 $ | |
|---|
| Marquette Asset Management, LLC | 19.232 $ | +413 $ | 18.819 $ | | | | | |
|---|
| Synergy Investment Management, LLC | | | | | | | 19.130 $ | |
|---|
| Northwest Capital Management Inc | | | 8.988 $ | +537 $ | 8.451 $ | -10.485 $ | 18.936 $ | |
|---|
| Turning Point Benefit Group, Inc. | 17.940 $ | -810 $ | 18.750 $ | | | | | |
|---|
| Family CFO Inc | 17.940 $ | +1.435 $ | | | 16.505 $ | -2.238 $ | 18.743 $ | |
|---|
| Anderson Financial Strategies, LLC | | | | | | | 18.743 $ | |
|---|
| Anfield Capital Management, LLC | 12.630 $ | -2.397 $ | 15.027 $ | -3.459 $ | 18.486 $ | +7.540 $ | 10.946 $ | |
|---|
| Bare Financial Services, Inc | 17.222 $ | -895 $ | 18.117 $ | +16.768 $ | | | 1.349 $ | |
|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | | | 16.853 $ | +1.008 $ | 15.845 $ | -2.147 $ | 17.992 $ | |
|---|
| Copia Wealth Management | 1.148 $ | -16.547 $ | 17.695 $ | +11.357 $ | 6.338 $ | -859 $ | 7.197 $ | |
|---|
| Peterson Wealth Services | 16.614 $ | +356 $ | 16.258 $ | -1.100 $ | | | 17.358 $ | |
|---|
| SlateStone Wealth, LLC | 16.151 $ | +10 $ | 16.141 $ | +974 $ | 15.167 $ | -2.055 $ | 17.222 $ | |
|---|
| 1 NORTH WEALTH SERVICES LLC | 16.218 $ | +348 $ | 15.870 $ | +949 $ | 14.921 $ | -2.022 $ | 16.943 $ | |
|---|
| Summit Global Investments | 10.941 $ | -5.799 $ | 16.740 $ | +2.544 $ | 14.196 $ | +7.125 $ | 7.071 $ | |
|---|
| Compass Planning Associates Inc | | | | | 14.392 $ | -1.951 $ | 16.343 $ | |
|---|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 15.441 $ | +331 $ | 15.110 $ | +903 $ | 14.207 $ | -1.681 $ | 15.888 $ | |
|---|
| Legacy Wealth Managment, LLC/ID | 15.788 $ | +3.710 $ | 12.078 $ | | | | | |
|---|
| Bradley & Co. Private Wealth Management, LLC | 15.069 $ | +323 $ | 14.746 $ | +882 $ | 13.864 $ | -1.880 $ | 15.744 $ | |
|---|
| Tanglewood Legacy Advisors, LLC | 15.070 $ | +324 $ | 14.746 $ | -998 $ | | | 15.744 $ | |
|---|
| Evergreen Private Wealth LLC | | | 13.685 $ | -238 $ | 13.923 $ | -1.821 $ | 15.744 $ | |
|---|
| Cedar Wealth Management, LLC | 15.644 $ | +336 $ | 15.308 $ | +7.122 $ | 8.186 $ | +4.587 $ | 3.599 $ | |
|---|
| Gould Capital, LLC | | | 15.589 $ | | | | | |
|---|
| Trifecta Capital Advisors, LLC | 7.176 $ | -7.009 $ | 14.185 $ | +848 $ | 13.337 $ | -1.807 $ | 15.144 $ | |
|---|
| Harvest Fund Management Co., Ltd | 14.928 $ | +3.055 $ | 11.873 $ | +1.578 $ | 10.295 $ | -3.345 $ | 13.640 $ | |
|---|
| PayPay Securities Corp | 14.926 $ | +10.599 $ | 4.327 $ | +1.026 $ | 3.301 $ | -3.207 $ | 6.508 $ | |
|---|
| S&CO INC | 11.809 $ | +101 $ | 11.708 $ | -76 $ | 11.784 $ | -2.896 $ | 14.680 $ | |
|---|
| SWAN Capital LLC | 14.564 $ | +3.206 $ | 11.358 $ | | | | | |
|---|
| Private Wealth Management Group, LLC | 3.158 $ | -4.707 $ | 7.865 $ | +602 $ | 7.263 $ | -7.282 $ | 14.545 $ | |
|---|
| Pandora Wealth, Inc. | 14.496 $ | +312 $ | 14.184 $ | | | | | |
|---|
| REDMONT WEALTH ADVISORS LLC | 3.157 $ | +67 $ | 3.090 $ | -11.302 $ | 14.392 $ | +10.194 $ | 4.198 $ | |
|---|
| Mountain Hill Investment Partners Corp. | 14.352 $ | +308 $ | 14.044 $ | | | | | |
|---|
| HARVEY INVESTMENT CO LLC | 12.637 $ | +109 $ | 12.528 $ | +590 $ | 11.938 $ | -1.727 $ | 13.665 $ | |
|---|
| JACOBS & CO/CA | 13.150 $ | -150 $ | 13.300 $ | +1.444 $ | 11.856 $ | -1.345 $ | 13.201 $ | |
|---|
| Valued Wealth Advisors LLC | 9.032 $ | +1.456 $ | 7.576 $ | +212 $ | 7.364 $ | -5.472 $ | 12.836 $ | |
|---|
| Mid-American Wealth Advisory Group, Inc. | | | | | 12.544 $ | | | |
|---|
| CX Institutional | 12.346 $ | +461 $ | 11.885 $ | +2.866 $ | 9.019 $ | -1.604 $ | 10.623 $ | |
|---|
| POM Investment Strategies, LLC | 12.199 $ | +262 $ | 11.937 $ | +691 $ | | | 11.246 $ | |
|---|
| WENDELL DAVID ASSOCIATES INC | 10.612 $ | +6 $ | 10.606 $ | +302 $ | 10.304 $ | -1.894 $ | 12.198 $ | |
|---|
| Gulf International Bank (UK) Ltd | 9.871 $ | +212 $ | 9.659 $ | +418 $ | 9.241 $ | -2.547 $ | 11.788 $ | |
|---|
| FSC Wealth Advisors, LLC | | | | | | | 11.695 $ | |
|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 10.897 $ | +9.601 $ | 1.296 $ | -8.715 $ | 10.011 $ | -1.252 $ | 11.263 $ | |
|---|
| HORIZON FINANCIAL SERVICES, LLC | | | 10.533 $ | +630 $ | 9.903 $ | -1.343 $ | 11.246 $ | |
|---|
| WoodTrust Financial Corp | 10.232 $ | -648 $ | 10.880 $ | +1.230 $ | 9.650 $ | -996 $ | 10.646 $ | |
|---|
| South Dakota Investment Council | 10.740 $ | -65 $ | 10.805 $ | +409 $ | 10.396 $ | +2.667 $ | 7.729 $ | |
|---|
| Jessup Wealth Management, Inc | 10.561 $ | | | | | | | |
|---|
| INGALLS & SNYDER LLC | 8.731 $ | -50 $ | 8.781 $ | -81 $ | 8.862 $ | -1.381 $ | 10.243 $ | |
|---|
| SHELL ASSET MANAGEMENT CO | | | 1.639 $ | -8.261 $ | 9.900 $ | +681 $ | 9.219 $ | |
|---|
| DILLON & ASSOCIATES INC | 4.632 $ | -414 $ | 5.046 $ | -1.142 $ | 6.188 $ | -3.697 $ | 9.885 $ | |
|---|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.997 $ | +292 $ | 8.705 $ | +243 $ | 8.462 $ | -1.147 $ | 9.609 $ | |
|---|
| Wesleyan Assurance Society | 9.183 $ | +199 $ | 8.984 $ | +535 $ | 8.449 $ | -1.147 $ | 9.596 $ | |
|---|
| BOSTON FAMILY OFFICE LLC | 9.104 $ | -86 $ | 9.190 $ | +604 $ | 8.586 $ | -999 $ | 9.585 $ | |
|---|
| Fairman Group, LLC | 8.407 $ | +261 $ | 8.146 $ | +488 $ | 7.658 $ | -1.240 $ | 8.898 $ | |
|---|
| JDM Financial Group LLC | 8.611 $ | | | | | | | |
|---|
| Livelsberger Financial Advisory | | | | | 8.583 $ | | | |
|---|
| HENDLEY & CO INC | 6.925 $ | -473 $ | 7.398 $ | +333 $ | 7.065 $ | -954 $ | 8.019 $ | |
|---|
| PRAXIS INVESTMENT MANAGEMENT INC | 6.836 $ | +147 $ | 6.689 $ | +469 $ | 6.220 $ | -1.403 $ | 7.623 $ | |
|---|
| ZynergyRetirementPlanningLLC | | | | | | | 7.603 $ | |
|---|
| VALICENTI ADVISORY SERVICES INC | 7.045 $ | +30 $ | 7.015 $ | +442 $ | 6.573 $ | -961 $ | 7.534 $ | |
|---|
| WEDBUSH SECURITIES INC | 7.182 $ | +1.196 $ | 5.986 $ | +463 $ | 5.523 $ | -416 $ | 5.939 $ | |
|---|
| Achmea Investment Management B.V. | | | 5.873 $ | +1.437 $ | 4.436 $ | -2.740 $ | 7.176 $ | |
|---|
| Smithfield Trust Co | 6.600 $ | +141 $ | 6.459 $ | +328 $ | 6.131 $ | -1.043 $ | 7.174 $ | |
|---|
| Financial Life Planners | | | 7.022 $ | | | | | |
|---|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5.835 $ | +28 $ | 5.807 $ | +159 $ | 5.648 $ | -1.257 $ | 6.905 $ | |
|---|
| HFM Investment Advisors, LLC | 6.746 $ | +3.095 $ | 3.651 $ | +218 $ | 3.433 $ | +1.483 $ | 1.950 $ | |
|---|
| Community Bank & Trust, Waco, Texas | 5.991 $ | +8 $ | 5.983 $ | +298 $ | 5.685 $ | -952 $ | 6.637 $ | |
|---|
| Chung Wu Investment Group, LLC | | | | | 6.602 $ | | | |
|---|
| Goodman Advisory Group, LLC | 6.315 $ | +136 $ | 6.179 $ | +369 $ | 5.810 $ | -787 $ | 6.597 $ | |
|---|
| AR ASSET MANAGEMENT INC | 6.058 $ | +130 $ | 5.928 $ | +355 $ | 5.573 $ | -756 $ | 6.329 $ | |
|---|
| PSI Advisors, LLC | | | | | | | 6.298 $ | |
|---|
| Wealth Preservation Advisors, LLC | 6.028 $ | +130 $ | 5.898 $ | +352 $ | 5.546 $ | -751 $ | 6.297 $ | |
|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | | | | | 5.485 $ | -715 $ | 6.200 $ | |
|---|
| VESTOR CAPITAL, LLC | 2.581 $ | +2.535 $ | 46 $ | -82 $ | 128 $ | -5.884 $ | 6.012 $ | |
|---|
| NEVILLE RODIE & SHAW INC | 5.175 $ | -99 $ | 5.274 $ | +272 $ | 5.002 $ | -960 $ | 5.962 $ | |
|---|
| Coston, McIsaac & Partners | 5.885 $ | +328 $ | 5.557 $ | +505 $ | 5.052 $ | -609 $ | 5.661 $ | |
|---|
| Parkwood LLC | | | 5.038 $ | -676 $ | 5.714 $ | -118 $ | 5.832 $ | |
|---|
| M Holdings Securities, Inc. | 5.826 $ | +3.458 $ | | | | | 2.368 $ | |
|---|
| HANTZ FINANCIAL SERVICES, INC. | 5.208 $ | +62 $ | 5.146 $ | +158 $ | 4.988 $ | -825 $ | 5.813 $ | |
|---|
| West Financial Advisors, LLC | 5.741 $ | | | | | | | |
|---|
| Martin Capital Partners, LLC | 5.694 $ | +188 $ | 5.506 $ | +2.569 $ | 2.937 $ | +1.852 $ | 1.085 $ | |
|---|
| PARK AVENUE SECURITIES LLC | 5.466 $ | +253 $ | 5.213 $ | -88 $ | | | 5.301 $ | |
|---|
| Virtu Financial LLC | 2.451 $ | -1.711 $ | 4.162 $ | -1.288 $ | | | 5.450 $ | |
|---|
| BOSTON RESEARCH & MANAGEMENT INC | 4.873 $ | -180 $ | 5.053 $ | +241 $ | 4.812 $ | -446 $ | 5.258 $ | |
|---|
| Cairn Investment Group, Inc. | 5.157 $ | +173 $ | 4.984 $ | +289 $ | 4.695 $ | +4.164 $ | 531 $ | |
|---|
| Capital Analysts, LLC | 269 $ | -1.126 $ | 1.395 $ | +223 $ | 1.172 $ | -3.836 $ | 5.008 $ | |
|---|
| Robbins Farley | | | 562 $ | -3.796 $ | 4.358 $ | -591 $ | 4.949 $ | |
|---|
| Bollard Group LLC | 4.420 $ | -226 $ | 4.646 $ | +306 $ | 4.340 $ | -449 $ | 4.789 $ | |
|---|
| Brick & Kyle, Associates | 4.402 $ | +17 $ | 4.385 $ | +154 $ | 4.231 $ | -438 $ | 4.669 $ | |
|---|
| ROSS\JOHNSON & Associates LLC | 1.005 $ | -3.643 $ | | | | | 4.648 $ | |
|---|
| AMICA MUTUAL INSURANCE CO | 4.499 $ | +1.898 $ | 2.601 $ | +1.201 $ | 1.400 $ | | | |
|---|
| King Wealth Management Group | 3.694 $ | -101 $ | 3.795 $ | +60 $ | 3.735 $ | -658 $ | 4.393 $ | |
|---|
| Covington Investment Advisors Inc. | 4.159 $ | -230 $ | 4.389 $ | +254 $ | 4.135 $ | -5 $ | 4.140 $ | |
|---|
| Luken Investment Analytics, LLC | 4.306 $ | | | | | | | |
|---|
| Fruth Investment Management | 3.923 $ | +56 $ | 3.867 $ | +137 $ | 3.730 $ | -512 $ | 4.242 $ | |
|---|
| Beutel, Goodman & Co Ltd. | 3.552 $ | +52 $ | 3.500 $ | +77 $ | 3.423 $ | -734 $ | 4.157 $ | |
|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 2.571 $ | -109 $ | 2.680 $ | -825 $ | 3.505 $ | -533 $ | 4.038 $ | |
|---|
| Beaton Management Co. Inc. | 3.668 $ | +29 $ | 3.639 $ | +198 $ | 3.441 $ | -592 $ | 4.033 $ | |
|---|
| PGGM Investments | | | | | | | 3.922 $ | |
|---|
| Hayek Kallen Investment Management | 3.666 $ | -62 $ | 3.728 $ | +211 $ | 3.517 $ | -375 $ | 3.892 $ | |
|---|
| First PREMIER Bank | 3.213 $ | -49 $ | 3.262 $ | +32 $ | 3.230 $ | -559 $ | 3.789 $ | |
|---|
| TrinityBridge Ltd | 2.546 $ | -160 $ | 2.706 $ | +191 $ | 2.515 $ | -1.251 $ | 3.766 $ | |
|---|
| LSV ASSET MANAGEMENT | 3.686 $ | +79 $ | 3.607 $ | +3.595 $ | | | 12 $ | |
|---|
| STEVENS CAPITAL MANAGEMENT LP | | | 3.667 $ | +1.091 $ | | | 2.576 $ | |
|---|
| PFC CAPITAL GROUP, INC. | 2.711 $ | +17 $ | 2.694 $ | +99 $ | 2.595 $ | -861 $ | 3.456 $ | |
|---|
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.563 $ | -11 $ | 1.574 $ | -100 $ | 1.674 $ | -1.677 $ | 3.351 $ | |
|---|
| Reynders McVeigh Capital Management, LLC | 2.332 $ | -41 $ | 2.373 $ | -79 $ | 2.452 $ | -821 $ | 3.273 $ | |
|---|
| DELTA CAPITAL MANAGEMENT LLC | 2.755 $ | -300 $ | 3.055 $ | +177 $ | 2.878 $ | -391 $ | 3.269 $ | |
|---|
| Bull Street Advisors, LLC | 3.208 $ | +354 $ | 2.854 $ | +226 $ | 2.628 $ | -345 $ | 2.973 $ | |
|---|
| Peloton Wealth Strategists | 2.683 $ | -247 $ | 2.930 $ | +162 $ | 2.768 $ | -393 $ | 3.161 $ | |
|---|
| STEPH & CO | 3.014 $ | +65 $ | 2.949 $ | +176 $ | 2.773 $ | -376 $ | 3.149 $ | |
|---|
| Eagle Capital Management, LLC | 2.901 $ | -2 $ | 2.903 $ | +212 $ | 2.691 $ | -356 $ | 3.047 $ | |
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| PHYSICIANS FINANCIAL SERVICES, INC. | 2.929 $ | -33 $ | 2.962 $ | +171 $ | 2.791 $ | | | |
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| State of Wyoming | | | | | | | 2.699 $ | |
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| Janney Capital Management LLC | 2.582 $ | -34 $ | 2.616 $ | | | | | |
|---|
| SENTINEL TRUST CO LBA | 2.427 $ | +52 $ | 2.375 $ | +142 $ | 2.233 $ | -302 $ | 2.535 $ | |
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| Citadel Investment Advisory, Inc. | 2.263 $ | +20 $ | 2.243 $ | +135 $ | 2.108 $ | -392 $ | 2.500 $ | |
|---|
| Arete Wealth Advisors, LLC | 2.479 $ | +31 $ | 2.448 $ | +216 $ | 2.232 $ | -218 $ | 2.450 $ | |
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| Annandale Capital, LLC | | | | | 2.363 $ | | | |
|---|
| Maxi Investments CY Ltd | 2.354 $ | | | | | | | |
|---|
| Te Ahumairangi Investment Management Ltd | | | | | 2.322 $ | +72 $ | 2.250 $ | |
|---|
| Aspen Investment Management Inc | 2.315 $ | +577 $ | 1.738 $ | -57 $ | 1.795 $ | -281 $ | 2.076 $ | |
|---|
| North Ridge Wealth Advisors, Inc. | 2.153 $ | +46 $ | 2.107 $ | | | | | |
|---|
| CIGNA INVESTMENTS INC /NEW | 1.901 $ | +27 $ | 1.874 $ | +103 $ | 1.771 $ | -292 $ | 2.063 $ | |
|---|
| Ceeto Capital Group, LLC | 2.011 $ | +112 $ | 1.899 $ | +470 $ | 1.429 $ | -186 $ | 1.615 $ | |
|---|
| C M BIDWELL & ASSOCIATES LTD | 2.009 $ | +43 $ | 1.966 $ | | | | | |
|---|
| Decker Retirement Planning Inc. | | | | | 1.981 $ | | | |
|---|
| Seneschal Advisors, LLC | | | 1.967 $ | | | | | |
|---|
| Gifford Fong Associates | 1.866 $ | +40 $ | 1.826 $ | +109 $ | 1.717 $ | -232 $ | 1.949 $ | |
|---|
| NATURAL INVESTMENTS, LLC | 1.905 $ | +52 $ | 1.853 $ | | | | | |
|---|
| BIRINYI ASSOCIATES INC | | | | | 1.878 $ | | | |
|---|
| RD Finance Ltd | 1.771 $ | +38 $ | 1.733 $ | +104 $ | 1.629 $ | -221 $ | 1.850 $ | |
|---|
| TOBAM | 1.845 $ | +1.568 $ | 277 $ | +17 $ | 260 $ | +53 $ | 207 $ | |
|---|
| Employees Retirement System of Texas | 1.442 $ | -347 $ | 1.789 $ | +327 $ | 1.462 $ | | | |
|---|
| X-Square Capital, LLC | 1.744 $ | -35 $ | 1.779 $ | +145 $ | 1.634 $ | | | |
|---|
| PAYDEN & RYGEL | | | | | 1.215 $ | -479 $ | 1.694 $ | |
|---|
| A. D. Beadell Investment Counsel, Inc. | 1.582 $ | +34 $ | 1.548 $ | +60 $ | 1.488 $ | -165 $ | 1.653 $ | |
|---|
| ABNER HERRMAN & BROCK LLC | 1.527 $ | +22 $ | 1.505 $ | | | | | |
|---|
| THOMPSON SIEGEL & WALMSLEY LLC | 1.180 $ | -52 $ | 1.232 $ | +75 $ | 1.157 $ | -209 $ | 1.366 $ | |
|---|
| Kessler Investment Group, LLC | | | | | 1.188 $ | -161 $ | 1.349 $ | |
|---|
| American Wealth Advisors, LLC | 1.290 $ | +28 $ | 1.262 $ | | | | | |
|---|
| Legacy Bridge, LLC | 1.005 $ | -259 $ | 1.264 $ | +867 $ | 397 $ | | | |
|---|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 897 $ | +20 $ | 877 $ | -57 $ | 934 $ | -302 $ | 1.236 $ | |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 561 $ | -183 $ | 744 $ | -22 $ | 766 $ | -452 $ | 1.218 $ | |
|---|
| Matrix Trust Co | 55 $ | -1.080 $ | 1.135 $ | -31 $ | 1.166 $ | +8 $ | 1.158 $ | |
|---|
| Prossimo Advisors, LLC | | | | | 874 $ | -286 $ | 1.160 $ | |
|---|
| HAZLETT, BURT & WATSON, INC. | 889 $ | +10 $ | 879 $ | +57 $ | 822 $ | -323 $ | 1.145 $ | |
|---|
| Banco de Sabadell, S.A | | | | | 982 $ | -131 $ | 1.113 $ | |
|---|
| Hanson & Doremus Investment Management | 984 $ | +18 $ | 966 $ | +41 $ | 925 $ | -15 $ | 940 $ | |
|---|
| DOHENY ASSET MANAGEMENT /CA | 916 $ | +6 $ | 910 $ | +55 $ | 855 $ | -116 $ | 971 $ | |
|---|
| VALLEY NATIONAL ADVISERS INC | 701 $ | -29 $ | 730 $ | -59 $ | 789 $ | -163 $ | 952 $ | |
|---|
| LM Advisors LLC | | | | | | | 944 $ | |
|---|
| Quantitative Investment Management, LLC | | | 937 $ | +525 $ | 412 $ | | | |
|---|
| Penserra Capital Management LLC | 16 $ | -1 $ | 17 $ | +2 $ | 15 $ | -902 $ | 917 $ | |
|---|
| FOSTER & MOTLEY INC | 802 $ | -4 $ | 806 $ | +33 $ | 773 $ | -126 $ | 899 $ | |
|---|
| Pinnacle West Asset Management, Inc. | 857 $ | +8 $ | 849 $ | +70 $ | 779 $ | -114 $ | 893 $ | |
|---|
| GSA CAPITAL PARTNERS LLP | | | | | 659 $ | -184 $ | 843 $ | |
|---|
| MAGNOLIA CAPITAL MANAGEMENT LTD | 789 $ | +14 $ | 775 $ | +47 $ | 728 $ | -99 $ | 827 $ | |
|---|
| ROVIN CAPITAL /UT/ /ADV | 748 $ | +22 $ | 726 $ | +187 $ | 539 $ | +71 $ | 468 $ | |
|---|
| Lester Murray Antman dba SimplyRich | 742 $ | +10 $ | 732 $ | +35 $ | 697 $ | | | |
|---|
| Investor's Fiduciary Advisor Network, LLC | 725 $ | +22 $ | 703 $ | +33 $ | 670 $ | +437 $ | 233 $ | |
|---|
| CENTAURUS FINANCIAL, INC. | 676 $ | -13 $ | 689 $ | +77 $ | 612 $ | -113 $ | 725 $ | |
|---|
| Friedenthal Financial | 718 $ | +15 $ | 703 $ | +42 $ | 661 $ | | | |
|---|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 711 $ | +15 $ | 696 $ | +299 $ | 397 $ | -52 $ | 449 $ | |
|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | 666 $ | +23 $ | 643 $ | +39 $ | 604 $ | -82 $ | 686 $ | |
|---|
| Old North State Trust, LLC | | | 602 $ | +12 $ | 590 $ | -42 $ | 632 $ | |
|---|
| Greenwich Wealth Management LLC | 591 $ | +12 $ | 579 $ | +29 $ | 550 $ | -75 $ | 625 $ | |
|---|
| Trust Co of Kansas | 603 $ | +8 $ | 595 $ | +54 $ | 541 $ | +105 $ | 436 $ | |
|---|
| SENTRY INVESTMENT MANAGEMENT LLC | 513 $ | +36 $ | 477 $ | -88 $ | 565 $ | -34 $ | 599 $ | |
|---|
| Capital Advisors, Ltd. LLC | 570 $ | +24 $ | 546 $ | +33 $ | 513 $ | -73 $ | 586 $ | |
|---|
| Jackson Creek Investment Advisors LLC | 582 $ | +292 $ | 290 $ | | | | | |
|---|
| Arkos Global Advisors | 356 $ | -207 $ | 563 $ | +42 $ | 521 $ | +308 $ | 213 $ | |
|---|
| Lesa Sroufe & Co | 513 $ | -10 $ | 523 $ | +31 $ | 492 $ | -67 $ | 559 $ | |
|---|
| Aurora Investment Managers, LLC. | 527 $ | +11 $ | 516 $ | +31 $ | 485 $ | -66 $ | 551 $ | |
|---|
| SOL Capital Management CO | 511 $ | +11 $ | 500 $ | +16 $ | 484 $ | -66 $ | 550 $ | |
|---|
| Opus Capital Group, LLC | 325 $ | -28 $ | 353 $ | +11 $ | 342 $ | -206 $ | 548 $ | |
|---|
| LaSalle St. Investment Advisors, LLC | 466 $ | +12 $ | 454 $ | +33 $ | 421 $ | -72 $ | 493 $ | |
|---|
| CYBER HORNET ETFs LLC | | | | | 479 $ | | | |
|---|
| TANAKA CAPITAL MANAGEMENT INC | 423 $ | +9 $ | 414 $ | -25 $ | | | 439 $ | |
|---|
| PHILADELPHIA TRUST CO | 411 $ | +9 $ | 402 $ | +24 $ | 378 $ | -54 $ | 432 $ | |
|---|
| Paradigm Capital Management, LLC/NV | 364 $ | +8 $ | 356 $ | -32 $ | 388 $ | -39 $ | 427 $ | |
|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 426 $ | +2 $ | 424 $ | | | | | |
|---|
| McClarren Financial Advisors, Inc. | | | | | | | 419 $ | |
|---|
| TSFG, LLC | 358 $ | -1 $ | 359 $ | +24 $ | 335 $ | -70 $ | 405 $ | |
|---|
| Redwood Investment Management, LLC | | | | | | | 390 $ | |
|---|
| Wayfinding Financial, LLC | 294 $ | +6 $ | 288 $ | -4 $ | 292 $ | -65 $ | 357 $ | |
|---|
| ALGERT GLOBAL LLC | 337 $ | | | | | | | |
|---|
| TradeLink Capital LLC | | | | | 330 $ | | | |
|---|
| First Fiduciary Investment Counsel, Inc. | 324 $ | +7 $ | 317 $ | +19 $ | 298 $ | +4 $ | 294 $ | |
|---|
| GW&K Investment Management, LLC | 316 $ | +29 $ | 287 $ | +32 $ | 255 $ | -16 $ | 271 $ | |
|---|
| SHIKIAR ASSET MANAGEMENT INC | 294 $ | +6 $ | 288 $ | +17 $ | 271 $ | -36 $ | 307 $ | |
|---|
| Tandem Investment Advisors, Inc. | | | 297 $ | | | | | |
|---|
| von Borstel & Associates, Inc. | | | 295 $ | | | | | |
|---|
| Claret Asset Management Corp | 285 $ | +24 $ | 261 $ | +7 $ | 254 $ | -2 $ | 256 $ | |
|---|
| FDx Advisors, Inc. | 284 $ | +8 $ | 276 $ | +60 $ | 216 $ | +14 $ | 202 $ | |
|---|
| LATHROP INVESTMENT MANAGEMENT CO | 260 $ | +5 $ | 255 $ | +12 $ | 243 $ | -33 $ | 276 $ | |
|---|
| Centerpoint Advisors, LLC | 265 $ | +4 $ | 261 $ | +22 $ | 239 $ | -30 $ | 269 $ | |
|---|
| JTC Employer Solutions Trustee Ltd | 254 $ | +6 $ | 248 $ | +14 $ | 234 $ | -31 $ | 265 $ | |
|---|
| BCR Wealth Strategies, LLC | 252 $ | | | | | | | |
|---|
| Lazard Freres Gestion S.A.S. | 238 $ | +5 $ | 233 $ | +14 $ | 219 $ | -30 $ | 249 $ | |
|---|
| WARNER FINANCIAL, INC | | | 232 $ | +14 $ | 218 $ | -30 $ | 248 $ | |
|---|
| FNY Investment Advisers, LLC | 243 $ | +82 $ | 161 $ | | | | | |
|---|
| Amica Retiree Medical Trust | | | 231 $ | | | | | |
|---|
| BCS Wealth Management | | | | | 223 $ | | | |
|---|
| Acorns Advisers, LLC | 221 $ | | | | | | | |
|---|
| Wood Tarver Financial Group, LLC | 217 $ | +5 $ | 212 $ | +7 $ | 205 $ | | | |
|---|
| COHEN & STEERS, INC. | | | | | | | 210 $ | |
|---|
| OneAscent Investment Solutions LLC | | | | | 206 $ | | | |
|---|
| Sage Financial Management Group, Inc. | | | | | | | 204 $ | |
|---|
| Hemington Wealth Management | | | 192 $ | | | | | |
|---|
| Roble, Belko & Company, Inc | 133 $ | +2 $ | 131 $ | +9 $ | 122 $ | -16 $ | 138 $ | |
|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 65 $ | -4 $ | 69 $ | +12 $ | 57 $ | -61 $ | 118 $ | |
|---|
| Financial Connections Group, Inc. | 83 $ | +2 $ | 81 $ | -2 $ | 83 $ | | | |
|---|
| Covestor Ltd | 63 $ | -7 $ | 70 $ | -2 $ | 72 $ | -9 $ | 81 $ | |
|---|
| Avion Wealth | 41 $ | -36 $ | 77 $ | | | | | |
|---|
| Cloud Capital Management, LLC | | | 76 $ | | | | | |
|---|
| Keener Financial Planning LLC | | | 69 $ | +5 $ | 64 $ | -9 $ | 73 $ | |
|---|
| Ulland Investment Advisors, LLC | 61 $ | +1 $ | 60 $ | +3 $ | 57 $ | -7 $ | 64 $ | |
|---|
| Motiv8 Investments LLC | 34 $ | | | | | | | |
|---|
| CKW FINANCIAL GROUP | | | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | |