| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
| 2.246.374.740.537 $ | -36.087.928.238 $ | 2.206.719.482.164 $ | +88.252.950.954 $ | 1.207.393.820.570 $ | +305.462.227.844 $ | 873.761.418.085 $ | |
|---|
| VANGUARD GROUP INC | 347.211.390.598 $ | -16.382.611.514 $ | 363.594.002.112 $ | | | | | |
|---|
| BlackRock, Inc. | 291.229.916.207 $ | -15.386.620.633 $ | 306.616.536.840 $ | | | | | |
|---|
| STATE STREET CORP | 148.060.557.041 $ | -7.201.004.079 $ | 155.261.561.120 $ | +6.438.220.604 $ | 148.823.340.516 $ | +37.696.547.221 $ | 111.126.793.295 $ | |
|---|
| FMR LLC | 97.182.831.999 $ | -11.839.162.909 $ | 109.021.994.908 $ | +7.083.069.745 $ | 101.938.925.163 $ | +28.891.314.512 $ | 73.047.610.651 $ | |
|---|
| Blackstone Inc. | 104.200.282.000 $ | +99.660.450.000 $ | 4.539.832.000 $ | +3.246.566.000 $ | 1.293.266.000 $ | | | |
|---|
| GEODE CAPITAL MANAGEMENT, LLC | 88.056.018.938 $ | -5.230.744.158 $ | 93.286.763.096 $ | +4.572.507.194 $ | 88.714.255.902 $ | +23.014.007.573 $ | 65.700.248.329 $ | |
|---|
| JPMORGAN CHASE & CO | 74.815.507.538 $ | -11.201.482.701 $ | 86.016.990.239 $ | +30.021.502.014 $ | | | 55.995.488.225 $ | |
|---|
| MORGAN STANLEY | 58.624.689.948 $ | -3.653.683.074 $ | 62.278.373.022 $ | +3.037.924.143 $ | 59.240.448.879 $ | +12.749.689.601 $ | 46.490.759.278 $ | |
|---|
| NORGES BANK | 50.664.631.372 $ | +170.953.544 $ | | | 50.493.677.828 $ | | | |
|---|
| NORTHERN TRUST CORP | 38.583.169.748 $ | -3.456.655.328 $ | 42.039.825.076 $ | | | | | |
|---|
| Capital International Investors | 39.459.325.693 $ | -1.662.140.687 $ | 41.121.466.380 $ | +1.572.888.701 $ | 39.548.577.679 $ | +10.011.431.914 $ | 29.537.145.765 $ | |
|---|
| BANK OF AMERICA CORP /DE/ | 35.362.957.606 $ | -4.858.332.646 $ | 40.221.290.252 $ | +1.919.947.414 $ | 38.301.342.838 $ | +9.157.979.543 $ | 29.143.363.295 $ | |
|---|
| Capital Research Global Investors | 35.461.344.293 $ | -2.172.608.113 $ | 37.633.952.406 $ | +1.932.063.594 $ | 35.701.888.812 $ | | | |
|---|
| Capital World Investors | 31.178.124.055 $ | -3.388.468.034 $ | 34.566.592.089 $ | | | | | |
|---|
| GOLDMAN SACHS GROUP INC | 28.418.132.035 $ | -3.228.749.775 $ | 31.646.881.810 $ | | | | | |
|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 29.100.800.004 $ | | | | | | | |
|---|
| Legal & General Group Plc | 24.709.413.375 $ | -2.201.896.054 $ | 26.911.309.429 $ | +2.027.567.875 $ | 24.883.741.554 $ | +5.240.931.251 $ | 19.642.810.303 $ | |
|---|
| WELLINGTON MANAGEMENT GROUP LLP | 23.653.584.823 $ | -3.080.215.375 $ | 26.733.800.198 $ | +222.853.955 $ | 26.510.946.243 $ | +7.747.435.591 $ | 18.763.510.652 $ | |
|---|
| Invesco Ltd. | 21.875.981.429 $ | -1.593.722.309 $ | 23.469.703.738 $ | +1.846.209.507 $ | 21.623.494.231 $ | +6.557.273.331 $ | 15.066.220.900 $ | |
|---|
| FRANKLIN RESOURCES INC | 19.330.712.568 $ | -1.481.100.485 $ | 20.811.813.053 $ | +779.384.771 $ | 20.032.428.282 $ | +5.069.812.984 $ | 14.962.615.298 $ | |
|---|
| BARCLAYS PLC | 14.847.167.854 $ | +234.336.050 $ | 14.612.831.804 $ | -5.637.077.485 $ | 20.249.909.289 $ | +20.238.242.289 $ | 11.667.000 $ | |
|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.191.609.755 $ | -3.968.772.677 $ | 19.160.382.432 $ | -180.148.960 $ | 19.340.531.392 $ | +6.876.347.984 $ | 12.464.183.408 $ | |
|---|
| ALLIANCEBERNSTEIN L.P. | 17.450.304.251 $ | -1.701.750.580 $ | 19.152.054.831 $ | | | | | |
|---|
| UBS Group AG | 18.683.945.265 $ | +1.070.091.971 $ | 17.613.853.294 $ | +108.621.049 $ | 17.505.232.245 $ | +3.190.250.003 $ | 14.314.982.242 $ | |
|---|
| WELLS FARGO & COMPANY/MN | 16.429.644.977 $ | -1.423.732.093 $ | 17.853.377.070 $ | +1.117.864.188 $ | 16.735.512.882 $ | +4.240.181.511 $ | 12.495.331.371 $ | |
|---|
| DEUTSCHE BANK AG\ | 15.347.226.580 $ | -1.303.776.670 $ | 16.651.003.250 $ | +1.228.531.132 $ | 15.422.472.118 $ | +3.406.150.377 $ | 12.016.321.741 $ | |
|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.092.232.746 $ | -2.616.493.595 $ | 15.708.726.341 $ | +737.282.731 $ | 14.971.443.610 $ | +3.319.897.340 $ | 11.651.546.270 $ | |
|---|
| DIMENSIONAL FUND ADVISORS LP | 12.835.451.782 $ | -591.739.979 $ | 13.427.191.761 $ | +777.815.859 $ | 12.649.375.902 $ | +3.089.455.057 $ | 9.559.920.845 $ | |
|---|
| Fisher Asset Management, LLC | 12.235.784.763 $ | -631.334.989 $ | 12.867.119.752 $ | +781.365.039 $ | 12.085.754.713 $ | +2.626.812.630 $ | 9.458.942.083 $ | |
|---|
| HSBC HOLDINGS PLC | 10.715.378.754 $ | -1.483.678.207 $ | 12.199.056.961 $ | +2.353.144.700 $ | 9.845.912.261 $ | -1.278.146.135 $ | 11.124.058.396 $ | |
|---|
| JENNISON ASSOCIATES LLC | 10.180.824.673 $ | -938.993.119 $ | 11.119.817.792 $ | +97.973.906 $ | 11.021.843.886 $ | +3.450.991.106 $ | 7.570.852.780 $ | |
|---|
| JANE STREET GROUP, LLC | 10.914.531.543 $ | +2.101.386.985 $ | 8.813.144.558 $ | +259.492.684 $ | 8.553.651.874 $ | +3.473.716.354 $ | 5.079.935.520 $ | |
|---|
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10.216.043.529 $ | +171.278.097 $ | 10.044.765.432 $ | -802.486.231 $ | 10.847.251.663 $ | +3.663.416.236 $ | 7.183.835.427 $ | |
|---|
| Swiss National Bank | 9.358.361.353 $ | -1.183.925.614 $ | 10.542.286.967 $ | -91.378.832 $ | 10.633.665.799 $ | +3.155.532.871 $ | 7.478.132.928 $ | |
|---|
| RAYMOND JAMES FINANCIAL INC | 8.352.102.036 $ | -508.196.552 $ | 8.860.298.588 $ | +406.674.054 $ | 8.453.624.534 $ | +2.070.734.253 $ | 6.382.890.281 $ | |
|---|
| TCI Fund Management Ltd | 8.116.088.110 $ | -477.843.952 $ | 8.593.932.062 $ | -143.189.490 $ | 8.737.121.552 $ | +2.242.919.223 $ | 6.494.202.329 $ | |
|---|
| CITIGROUP INC | 8.439.151.023 $ | +890.975.725 $ | 7.548.175.298 $ | -427.232.751 $ | 7.975.408.049 $ | +2.151.061.975 $ | 5.824.346.074 $ | |
|---|
| AMERICAN CENTURY COMPANIES INC | 7.314.464.833 $ | -722.784.441 $ | 8.037.249.274 $ | | | | | |
|---|
| BNP PARIBAS FINANCIAL MARKETS | 7.898.316.926 $ | +2.634.101.542 $ | 5.264.215.384 $ | -1.239.280.594 $ | 6.503.495.978 $ | +1.417.507.671 $ | 5.085.988.307 $ | |
|---|
| PRINCIPAL FINANCIAL GROUP INC | 7.185.699.894 $ | -596.079.360 $ | 7.781.779.254 $ | | | | | |
|---|
| BANK OF MONTREAL /CAN/ | 6.945.336.268 $ | -573.724.535 $ | 7.519.060.803 $ | +897.471.865 $ | 6.621.588.938 $ | +1.240.277.362 $ | 5.381.311.576 $ | |
|---|
| National Pension Service | 7.016.759.881 $ | -384.166.033 $ | 7.400.925.914 $ | +603.994.845 $ | 6.796.931.069 $ | +1.666.298.755 $ | 5.130.632.314 $ | |
|---|
| NORDEA INVESTMENT MANAGEMENT AB | 6.879.933.175 $ | -437.004.196 $ | 7.316.937.371 $ | +288.484.074 $ | 7.028.453.297 $ | +1.893.615.273 $ | 5.134.838.024 $ | |
|---|
| Swedbank AB | 7.150.118.098 $ | -137.957.907 $ | 7.288.076.005 $ | +398.566.490 $ | 6.889.509.515 $ | +1.773.777.930 $ | 5.115.731.585 $ | |
|---|
| RHUMBLINE ADVISERS | 6.447.351.612 $ | -717.121.974 $ | 7.164.473.586 $ | +122.305.589 $ | 7.042.167.997 $ | +1.672.621.472 $ | 5.369.546.525 $ | |
|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.143.563.800 $ | +617.731.919 $ | 6.525.831.881 $ | | | | | |
|---|
| SOUTH PLAINS FINANCIAL, INC. | 6.722.629.000 $ | -213.731.000 $ | 6.936.360.000 $ | +797.461.000 $ | 6.138.899.000 $ | +1.722.199.000 $ | 4.416.700.000 $ | |
|---|
| IMC-Chicago, LLC | 5.123.116.270 $ | -1.376.638.280 $ | 6.499.754.550 $ | +892.501.361 $ | 5.607.253.189 $ | +2.901.554.686 $ | 2.705.698.503 $ | |
|---|
| MILLENNIUM MANAGEMENT LLC | 3.927.254.588 $ | -2.526.120.647 $ | 6.453.375.235 $ | +543.935.523 $ | 5.909.439.712 $ | +2.299.794.957 $ | 3.609.644.755 $ | |
|---|
| VICTORY CAPITAL MANAGEMENT INC | 6.309.825.717 $ | +505.178.263 $ | 5.804.647.454 $ | +252.723.324 $ | 5.551.924.130 $ | +3.451.094.541 $ | 2.100.829.589 $ | |
|---|
| Clearbridge Investments, LLC | 5.009.286.248 $ | -1.149.269.725 $ | 6.158.555.973 $ | +234.548.061 $ | 5.924.007.912 $ | +1.467.624.732 $ | 4.456.383.180 $ | |
|---|
| Neuberger Berman Group LLC | 5.684.287.725 $ | -362.763.959 $ | 6.047.051.684 $ | +204.042.603 $ | 5.843.009.081 $ | +1.541.077.322 $ | 4.301.931.759 $ | |
|---|
| BROWN ADVISORY INC | 5.199.532.604 $ | -694.512.036 $ | 5.894.044.640 $ | | | | | |
|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5.303.864.410 $ | -465.939.579 $ | 5.769.803.989 $ | +246.661.339 $ | 5.523.142.650 $ | +1.382.539.146 $ | 4.140.603.504 $ | |
|---|
| NATIONAL BANK OF CANADA /FI/ | 5.715.963.971 $ | +945.027.913 $ | 4.770.936.058 $ | +469.501.503 $ | | | 4.301.434.555 $ | |
|---|
| Assenagon Asset Management S.A. | 5.381.212.174 $ | -103.991.239 $ | 5.485.203.413 $ | +1.963.998.117 $ | 3.521.205.296 $ | +273.498.440 $ | 3.247.706.856 $ | |
|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5.010.374.776 $ | -458.554.648 $ | 5.468.929.424 $ | +78.560.922 $ | 5.390.368.502 $ | +1.310.288.002 $ | 4.080.080.500 $ | |
|---|
| VOYA INVESTMENT MANAGEMENT LLC | 4.744.466.100 $ | -691.281.911 $ | 5.435.748.011 $ | +279.381.411 $ | 5.156.366.600 $ | +2.044.599.672 $ | 3.111.766.928 $ | |
|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.761.211 $ | +12.729 $ | 2.748.482 $ | -5.164.807.518 $ | 5.167.556.000 $ | +3.263.591.000 $ | 1.903.965.000 $ | |
|---|
| LPL Financial LLC | 4.849.798.938 $ | -81.469.692 $ | 4.931.268.630 $ | +468.254.869 $ | 4.463.013.761 $ | +1.311.321.161 $ | 3.151.692.600 $ | |
|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 4.279.737.639 $ | -508.743.260 $ | 4.788.480.899 $ | -64.687.290 $ | 4.853.168.189 $ | +1.155.026.743 $ | 3.698.141.446 $ | |
|---|
| CTC LLC | 4.361.236.798 $ | -220.612.610 $ | 4.581.849.408 $ | +600.132.099 $ | 3.981.717.309 $ | +1.433.907.840 $ | 2.547.809.469 $ | |
|---|
| Aberdeen Group plc | 4.140.016.436 $ | -341.039.890 $ | 4.481.056.326 $ | | | | | |
|---|
| FIL Ltd | 4.280.099.386 $ | -162.257.282 $ | 4.442.356.668 $ | | | | | |
|---|
| PRIMECAP MANAGEMENT CO/CA/ | 3.524.390.421 $ | -820.850.107 $ | 4.345.240.528 $ | | | | | |
|---|
| Robeco Institutional Asset Management B.V. | 3.845.621.953 $ | -230.996.763 $ | 4.076.618.716 $ | +530.382.866 $ | 3.546.235.850 $ | +1.366.789.827 $ | 2.179.446.023 $ | |
|---|
| PRUDENTIAL FINANCIAL INC | 3.451.111.837 $ | -536.695.537 $ | 3.987.807.374 $ | +75.662.305 $ | 3.912.145.069 $ | +1.141.554.774 $ | 2.770.590.295 $ | |
|---|
| Allianz Asset Management GmbH | 3.975.153.763 $ | +233.127.132 $ | 3.742.026.631 $ | +291.136.817 $ | 3.450.889.814 $ | +747.294.892 $ | 2.703.594.922 $ | |
|---|
| LAZARD ASSET MANAGEMENT LLC | 2.381.940.562 $ | -1.556.200.512 $ | 3.938.141.074 $ | +3.934.353.789 $ | 3.787.285 $ | +846.342 $ | 2.940.943 $ | |
|---|
| STIFEL FINANCIAL CORP | 3.394.186.012 $ | -296.397.440 $ | 3.690.583.452 $ | +127.637.784 $ | 3.562.945.668 $ | +873.645.218 $ | 2.689.300.450 $ | |
|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3.413.725.486 $ | -269.118.732 $ | 3.682.844.218 $ | +83.400.054 $ | 3.599.444.164 $ | +917.257.450 $ | 2.682.186.714 $ | |
|---|
| Pictet Asset Management Holding SA | 3.568.326.118 $ | -96.586.331 $ | 3.664.912.449 $ | +451.209.111 $ | 3.213.703.338 $ | +888.978.344 $ | 2.324.724.994 $ | |
|---|
| Ensign Peak Advisors, Inc | 3.283.172.373 $ | -327.856.416 $ | 3.611.028.789 $ | +139.652.150 $ | 3.471.376.639 $ | +960.622.292 $ | 2.510.754.347 $ | |
|---|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3.172.812.707 $ | -324.918.664 $ | 3.497.731.371 $ | -70.752.135 $ | 3.568.483.506 $ | +877.983.043 $ | 2.690.500.463 $ | |
|---|
| WOLVERINE TRADING, LLC | | | 3.543.033.350 $ | -4.570.284 $ | 3.547.603.634 $ | +1.400.377.349 $ | 2.147.226.285 $ | |
|---|
| SEI INVESTMENTS CO | 3.439.417.370 $ | | | | | | | |
|---|
| Winslow Capital Management, LLC | 3.063.582.679 $ | -370.684.279 $ | 3.434.266.958 $ | +86.752.871 $ | 3.347.514.087 $ | +992.842.021 $ | 2.354.672.066 $ | |
|---|
| CIBC Private Wealth Group LLC | 3.159.772.619 $ | -256.256.333 $ | 3.416.028.952 $ | +78.750.875 $ | 3.337.278.077 $ | +877.529.589 $ | 2.459.748.488 $ | |
|---|
| AVIVA PLC | 3.349.218.422 $ | -62.176.899 $ | 3.411.395.321 $ | +297.330.669 $ | 3.114.064.652 $ | +898.693.435 $ | 2.215.371.217 $ | |
|---|
| MARSHALL WACE, LLP | 1.813.983.660 $ | -1.564.094.013 $ | 3.378.077.673 $ | +686.666.774 $ | 2.691.410.899 $ | +603.217.310 $ | 2.088.193.589 $ | |
|---|
| AQR CAPITAL MANAGEMENT LLC | | | 3.198.308.269 $ | | | | | |
|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | 2.881.994.108 $ | -299.034.146 $ | 3.181.028.254 $ | | | | | |
|---|
| LOOMIS SAYLES & CO L P | 2.900.115.229 $ | -257.857.410 $ | 3.157.972.639 $ | +87.224.871 $ | 3.070.747.768 $ | +3.068.426.212 $ | 2.321.556 $ | |
|---|
| Optiver Holding B.V. | 2.439.755.536 $ | -370.857.149 $ | 2.810.612.685 $ | -246.423.414 $ | 3.057.036.099 $ | +1.487.393.116 $ | 1.569.642.983 $ | |
|---|
| BAILLIE GIFFORD & CO | 2.681.595.037 $ | -354.026.524 $ | 3.035.621.561 $ | +36.599.385 $ | 2.999.022.176 $ | +363.087.653 $ | 2.635.934.523 $ | |
|---|
| APG Asset Management N.V. | 2.754.732.792 $ | -229.919.920 $ | 2.984.652.712 $ | +298.433.621 $ | 2.686.219.091 $ | +625.974.029 $ | 2.060.245.062 $ | |
|---|
| CAPSTONE INVESTMENT ADVISORS, LLC | 1.287.508.640 $ | -1.653.784.902 $ | 2.941.293.542 $ | +925.349.506 $ | 2.015.944.036 $ | -44.979.348 $ | 2.060.923.384 $ | |
|---|
| Clear Street Group Inc. | 2.743.651.221 $ | -191.175.197 $ | 2.934.826.418 $ | | | | | |
|---|
| Corient Private Wealth LLC | 2.920.579.856 $ | | | | | | | |
|---|
| Baird Financial Group, Inc. | 2.734.257.508 $ | -151.769.770 $ | 2.886.027.278 $ | +830.404.320 $ | | | 2.055.622.958 $ | |
|---|
| BANK OF NOVA SCOTIA | 2.870.787.358 $ | +907.121.919 $ | 1.963.665.439 $ | | | | | |
|---|
| Squarepoint Ops LLC | 1.702.694.475 $ | -557.247.237 $ | 2.259.941.712 $ | +387.885.457 $ | 1.872.056.255 $ | -951.686.637 $ | 2.823.742.892 $ | |
|---|
| US BANCORP \DE\ | 2.614.354.752 $ | -201.702.499 $ | 2.816.057.251 $ | +70.940.074 $ | 2.745.117.177 $ | +630.938.358 $ | 2.114.178.819 $ | |
|---|
| ProShare Advisors LLC | 2.800.601.827 $ | +340.405.107 $ | 2.460.196.720 $ | | | | | |
|---|
| SIMPLEX TRADING, LLC | 2.612.133.180 $ | +2.608.388.198 $ | 3.744.982 $ | +1.283.411 $ | 2.461.571 $ | +460.228 $ | 2.001.343 $ | |
|---|
| HighTower Advisors, LLC | | | 2.604.195.130 $ | | | | | |
|---|
| Chevy Chase Trust Holdings, LLC | 2.186.123.858 $ | -180.032.639 $ | 2.366.156.497 $ | | | | | |
|---|
| Bank Julius Baer & Co. Ltd, Zurich | 2.152.572.243 $ | -153.899.885 $ | 2.306.472.128 $ | +95.491.225 $ | 2.210.980.903 $ | +549.869.026 $ | 1.661.111.877 $ | |
|---|
| FIRST MANHATTAN CO. LLC. | 2.107.623.453 $ | -153.026.313 $ | 2.260.649.766 $ | +56.083.761 $ | 2.204.566.005 $ | | | |
|---|
| Man Group plc | 2.117.123.446 $ | -110.766.485 $ | 2.227.889.931 $ | | | | | |
|---|
| TRUIST FINANCIAL CORP | 2.068.694.718 $ | -138.198.462 $ | 2.206.893.180 $ | +111.830.184 $ | 2.095.062.996 $ | +527.921.365 $ | 1.567.141.631 $ | |
|---|
| AXA Investment Managers S.A. | | | 2.202.933.545 $ | | | | | |
|---|
| Focus Partners Wealth | 2.152.533.771 $ | +697.341.138 $ | 1.455.192.633 $ | +92.839.792 $ | 1.362.352.841 $ | +351.588.990 $ | 1.010.763.851 $ | |
|---|
| AXA S.A. | 10.323.352 $ | -1.892.498 $ | 12.215.850 $ | -2.034.133.367 $ | 2.046.349.217 $ | +621.448.359 $ | 1.424.900.858 $ | |
|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.687.980.035 $ | -299.304.082 $ | 1.987.284.117 $ | +6.736.281 $ | 1.980.547.836 $ | +431.237.147 $ | 1.549.310.689 $ | |
|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.987.028.432 $ | +78.404.436 $ | 1.908.623.996 $ | +67.636.964 $ | 1.840.987.032 $ | +512.415.003 $ | 1.328.572.029 $ | |
|---|
| Skandinaviska Enskilda Banken AB (publ) | 1.836.059.272 $ | -138.159.456 $ | 1.974.218.728 $ | +131.739.583 $ | 1.842.479.145 $ | +687.314.016 $ | 1.155.165.129 $ | |
|---|
| Rockefeller Capital Management L.P. | 1.910.364.319 $ | -57.819.862 $ | 1.968.184.181 $ | +50.054.238 $ | 1.918.129.943 $ | +755.742.371 $ | 1.162.387.572 $ | |
|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.006.679.695 $ | -449.491.668 $ | 1.456.171.363 $ | -451.944.630 $ | 1.908.115.993 $ | +297.499.567 $ | 1.610.616.426 $ | |
|---|
| Cerity Partners LLC | | | 1.897.275.351 $ | +61.156.470 $ | 1.836.118.881 $ | +478.295.586 $ | 1.357.823.295 $ | |
|---|
| Vontobel Holding Ltd. | 1.553.827.048 $ | -316.436.535 $ | 1.870.263.583 $ | | | | | |
|---|
| Qube Research & Technologies Ltd | 1.671.536.367 $ | -156.705.189 $ | 1.828.241.556 $ | +645.093.610 $ | 1.183.147.946 $ | -153.670.335 $ | 1.336.818.281 $ | |
|---|
| Allspring Global Investments Holdings, LLC | 1.627.957.281 $ | -184.720.261 $ | 1.812.677.542 $ | +159.885.075 $ | 1.652.792.467 $ | +417.460.026 $ | 1.235.332.441 $ | |
|---|
| Union Bancaire Privee, UBP SA | 1.796.892.563 $ | +357.419.661 $ | 1.439.472.902 $ | -1.012.846 $ | 1.440.485.748 $ | +306.535.634 $ | 1.133.950.114 $ | |
|---|
| FLOSSBACH VON STORCH SE | 1.517.392.571 $ | -248.340.933 $ | 1.765.733.504 $ | +65.387.160 $ | 1.700.346.344 $ | +421.495.095 $ | 1.278.851.249 $ | |
|---|
| Fiera Capital Corp | 1.571.617.980 $ | -181.726.160 $ | 1.753.344.140 $ | | | | | |
|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.502.016.840 $ | -239.070.013 $ | 1.741.086.853 $ | +45.974.257 $ | 1.695.112.596 $ | +497.690.571 $ | 1.197.422.025 $ | |
|---|
| Quantinno Capital Management LP | 1.733.791.657 $ | +295.143.405 $ | 1.438.648.252 $ | +461.525.308 $ | 977.122.944 $ | +445.063.372 $ | 532.059.572 $ | |
|---|
| Creative Planning | 1.701.245.209 $ | -31.079.285 $ | 1.732.324.494 $ | +281.462.135 $ | 1.450.862.359 $ | +405.520.934 $ | 1.045.341.425 $ | |
|---|
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 1.692.745.445 $ | +159.125.536 $ | 1.533.619.909 $ | +160.594.713 $ | 1.373.025.196 $ | +83.350.328 $ | 1.289.674.868 $ | |
|---|
| STRS OHIO | 1.432.287.058 $ | -196.656.369 $ | 1.628.943.427 $ | -57.034.234 $ | 1.685.977.661 $ | +483.144.014 $ | 1.202.833.647 $ | |
|---|
| AustralianSuper Pty Ltd | 1.286.845.597 $ | -340.394.810 $ | 1.627.240.407 $ | +244.769.395 $ | 1.382.471.012 $ | +239.360.037 $ | 1.143.110.975 $ | |
|---|
| VIKING GLOBAL INVESTORS LP | 1.556.116.024 $ | +297.802.079 $ | 1.258.313.945 $ | +1.001.577.967 $ | | | 256.735.978 $ | |
|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1.519.060.913 $ | +1.517.320.338 $ | 1.740.575 $ | -25.867 $ | 1.766.442 $ | +415.819 $ | 1.350.623 $ | |
|---|
| Veritas Asset Management LLP | 1.008.828.418 $ | -121.249.913 $ | 1.130.078.331 $ | -366.925.810 $ | 1.497.004.141 $ | +407.314.166 $ | 1.089.689.975 $ | |
|---|
| SANDS CAPITAL MANAGEMENT, LLC | 1.194.913.304 $ | -289.343.898 $ | 1.484.257.202 $ | +14.537.492 $ | 1.469.719.710 $ | | | |
|---|
| KLP KAPITALFORVALTNING AS | 1.375.515.872 $ | -73.847.039 $ | 1.449.362.911 $ | +77.721.012 $ | 1.371.641.899 $ | +370.188.469 $ | 1.001.453.430 $ | |
|---|
| Mawer Investment Management Ltd. | 1.270.259.849 $ | -101.283.664 $ | 1.371.543.513 $ | -57.421.904 $ | 1.428.965.417 $ | +279.119.946 $ | 1.149.845.471 $ | |
|---|
| Sustainable Growth Advisers, LP | 993.876.339 $ | -331.453.603 $ | 1.325.329.942 $ | -66.165.580 $ | 1.391.495.522 $ | +229.015.925 $ | 1.162.479.597 $ | |
|---|
| AMF Tjanstepension AB | 1.303.566.275 $ | -87.636.030 $ | 1.391.202.305 $ | +52.433.101 $ | 1.338.769.204 $ | +308.168.658 $ | 1.030.600.546 $ | |
|---|
| Lansforsakringar Fondforvaltning AB (publ) | 1.296.786.890 $ | -72.988.859 $ | 1.369.775.749 $ | | | | | |
|---|
| PEAK6 LLC | 310.102.279 $ | -699.530.405 $ | 1.009.632.684 $ | -357.649.520 $ | 1.367.282.204 $ | +1.002.627.105 $ | 364.655.099 $ | |
|---|
| KEYBANK NATIONAL ASSOCIATION/OH | 1.342.438.872 $ | -16.920.790 $ | 1.359.359.662 $ | +39.066.169 $ | 1.320.293.493 $ | +298.674.624 $ | 1.021.618.869 $ | |
|---|
| Candriam S.C.A. | 1.253.726.990 $ | -94.967.159 $ | 1.348.694.149 $ | +63.865.683 $ | 1.284.828.466 $ | +289.328.196 $ | 995.500.270 $ | |
|---|
| Conestoga Capital Advisors, LLC | 1.140.860 $ | -258.641 $ | 1.399.501 $ | -1.345.089.499 $ | 1.346.489.000 $ | +328.431.000 $ | 1.018.058.000 $ | |
|---|
| State of Tennessee, Department of Treasury | 1.115.362.885 $ | -228.344.959 $ | 1.343.707.844 $ | +62.192.160 $ | 1.281.515.684 $ | +290.216.553 $ | 991.299.131 $ | |
|---|
| Fundsmith LLP | 1.005.915.575 $ | -332.140.399 $ | 1.338.055.974 $ | | | | | |
|---|
| Cetera Investment Advisers | 1.332.114.716 $ | | | | | | | |
|---|
| Ursa Fund Management, LLC | 1.314.866.056 $ | | | | | | | |
|---|
| OSAIC HOLDINGS, INC. | 1.158.094.559 $ | -154.660.101 $ | 1.312.754.660 $ | +274.368.049 $ | 1.038.386.611 $ | +321.830.029 $ | 716.556.582 $ | |
|---|
| CI INVESTMENTS INC. | 1.290.372.637 $ | +1.288.941.960 $ | 1.430.677 $ | -18.808 $ | 1.449.485 $ | +379.658 $ | 1.069.827 $ | |
|---|
| Rokos Capital Management LLP | 365.265.361 $ | -720.383.514 $ | 1.085.648.875 $ | -193.732.184 $ | 1.279.381.059 $ | +705.102.174 $ | 574.278.885 $ | |
|---|
| State of New Jersey Common Pension Fund D | 1.165.631.080 $ | -109.476.876 $ | 1.275.107.956 $ | +93.292.635 $ | 1.181.815.321 $ | +289.911.955 $ | 891.903.366 $ | |
|---|
| AXIOM INVESTORS LLC /DE | 1.084.457.881 $ | -190.252.808 $ | 1.274.710.689 $ | +87.138.842 $ | 1.187.571.847 $ | +721.575.840 $ | 465.996.007 $ | |
|---|
| CIBC WORLD MARKET INC. | 1.210.860.859 $ | +451.164.647 $ | 759.696.212 $ | +38.713.585 $ | 720.982.627 $ | +18.057.341 $ | 702.925.286 $ | |
|---|
| Calamos Advisors LLC | 1.042.160.736 $ | -166.581.165 $ | 1.208.741.901 $ | | | | | |
|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1.080.342.759 $ | -108.749.759 $ | 1.189.092.518 $ | +65.459.743 $ | 1.123.632.775 $ | +276.052.082 $ | 847.580.693 $ | |
|---|
| Tredje AP-fonden | 825.850.792 $ | -215.189.861 $ | 1.041.040.653 $ | -103.349.041 $ | 1.144.389.694 $ | +372.387.021 $ | 772.002.673 $ | |
|---|
| NISA INVESTMENT ADVISORS, LLC | 1.032.502.584 $ | -103.514.043 $ | 1.136.016.627 $ | +77.007.358 $ | 1.059.009.269 $ | +218.958.899 $ | 840.050.370 $ | |
|---|
| MetLife Investment Management, LLC | 999.929.327 $ | -121.791.880 $ | 1.121.721.207 $ | +11.897.031 $ | 1.109.824.176 $ | +272.130.129 $ | 837.694.047 $ | |
|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1.070.974.556 $ | +43.850.701 $ | 1.027.123.855 $ | -31.816.274 $ | 1.058.940.129 $ | +215.522.887 $ | 843.417.242 $ | |
|---|
| Arizona State Retirement System | 964.159.824 $ | -103.868.615 $ | 1.068.028.439 $ | +41.369.225 $ | 1.026.659.214 $ | +246.509.451 $ | 780.149.763 $ | |
|---|
| SCOTIA CAPITAL INC. | 982.598.008 $ | -55.535.639 $ | 1.038.133.647 $ | | | | | |
|---|
| WORLDQUANT MILLENNIUM ADVISORS LLC | 982.408.741 $ | -38.932.202 $ | 1.021.340.943 $ | | | | | |
|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | 882.599.729 $ | -136.951.697 $ | 1.019.551.426 $ | | | | | |
|---|
| FORSTA AP-FONDEN | 924.149.458 $ | -81.968.417 $ | 1.006.117.875 $ | +78.846.153 $ | 927.271.722 $ | +232.725.144 $ | 694.546.578 $ | |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 974.908.925 $ | -31.180.170 $ | 1.006.089.095 $ | | | | | |
|---|
| COMMERCE BANK | 933.445.117 $ | -70.895.154 $ | 1.004.340.271 $ | +30.696.508 $ | 973.643.763 $ | +238.407.163 $ | 735.236.600 $ | |
|---|
| Czech National Bank | 947.711.424 $ | -30.110.325 $ | 977.821.749 $ | +74.138.204 $ | 903.683.545 $ | +262.715.631 $ | 640.967.914 $ | |
|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 884.878.235 $ | -79.071.951 $ | 963.950.186 $ | +27.341.040 $ | 936.609.146 $ | +222.452.734 $ | 714.156.412 $ | |
|---|
| ASSETMARK, INC | 922.124.984 $ | -39.430.872 $ | 961.555.856 $ | +73.427.761 $ | 888.128.095 $ | +257.076.678 $ | 631.051.417 $ | |
|---|
| Tidal Investments LLC | 956.000.932 $ | +35.798.008 $ | 920.202.924 $ | +484.419.558 $ | 435.783.366 $ | +129.855.217 $ | 305.928.149 $ | |
|---|
| MERCER GLOBAL ADVISORS INC /ADV | 953.711.064 $ | +29.378.211 $ | 924.332.853 $ | +179.079.782 $ | 745.253.071 $ | +211.610.835 $ | 533.642.236 $ | |
|---|
| XPONANCE LLC | | | 947.999.741 $ | | | | | |
|---|
| Egerton Capital (UK) LLP | 845.685.015 $ | -92.212.630 $ | 937.897.645 $ | +20.640.776 $ | 917.256.869 $ | +418.538.866 $ | 498.718.003 $ | |
|---|
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 466.945.266 $ | -460.185.234 $ | 927.130.500 $ | +305.609.741 $ | 621.520.759 $ | +523.656.586 $ | 97.864.173 $ | |
|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 836.088.543 $ | -88.438.740 $ | 924.527.283 $ | +17.812.024 $ | 906.715.259 $ | +268.531.237 $ | 638.184.022 $ | |
|---|
| Hudson Bay Capital Management LP | 904.838.512 $ | +841.731.484 $ | 63.107.028 $ | -23.832.281 $ | 86.939.309 $ | -833.865.708 $ | 920.805.017 $ | |
|---|
| Pathstone Holdings, LLC | 861.248.899 $ | -51.016.364 $ | 912.265.263 $ | | | | | |
|---|
| BAHL & GAYNOR INC | 888.130.694 $ | +16.065.543 $ | 872.065.151 $ | +28.794.667 $ | 843.270.484 $ | +240.870.804 $ | 602.399.680 $ | |
|---|
| VIRGINIA RETIREMENT SYSTEMS ET Al | 845.019.554 $ | -40.830.331 $ | 885.849.885 $ | +69.948.262 $ | 815.901.623 $ | +213.588.368 $ | 602.313.255 $ | |
|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | 784.054.129 $ | -99.172.835 $ | 883.226.964 $ | | | | | |
|---|
| Kovitz Investment Group Partners, LLC | | | 881.005.440 $ | +75.920.993 $ | 805.084.447 $ | +260.204.549 $ | 544.879.898 $ | |
|---|
| MONTRUSCO BOLTON INVESTMENTS INC. | 759.454.880 $ | -109.654.424 $ | 869.109.304 $ | | | | | |
|---|
| Oribel Capital Management, LP | 9.769.124 $ | -857.797.126 $ | 867.566.250 $ | +743.213.750 $ | 124.352.500 $ | | | |
|---|
| ABN AMRO Bank N.V. | 861.937.572 $ | +33.037.072 $ | 828.900.500 $ | +130.429.308 $ | 698.471.192 $ | +181.208.732 $ | 517.262.460 $ | |
|---|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 830.554.479 $ | +1.786.310 $ | 828.768.169 $ | -27.705.695 $ | 856.473.864 $ | +113.526.752 $ | 742.947.112 $ | |
|---|
| Sarasin & Partners LLP | 841.512.832 $ | | | | | | | |
|---|
| GROUP ONE TRADING LLC | 628.415.828 $ | -208.315.305 $ | 836.731.133 $ | +178.408.998 $ | 658.322.135 $ | +92.144.297 $ | 566.177.838 $ | |
|---|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 818.268.536 $ | +514.649.873 $ | 303.618.663 $ | +5.507.408 $ | 298.111.255 $ | +64.179.076 $ | 233.932.179 $ | |
|---|
| BANQUE PICTET & CIE SA | 816.398.152 $ | +354.705.783 $ | 461.692.369 $ | +26.155.757 $ | 435.536.612 $ | +97.425.864 $ | 338.110.748 $ | |
|---|
| Impax Asset Management Group plc | 769.702.098 $ | -37.268.284 $ | 806.970.382 $ | +21.099.176 $ | 785.871.206 $ | +94.127.068 $ | 691.744.138 $ | |
|---|
| LGT Group Foundation | 743.547.395 $ | -50.242.587 $ | 793.789.982 $ | +29.266.336 $ | 764.523.646 $ | | | |
|---|
| TCW GROUP INC | 774.710.353 $ | +28.237.170 $ | 746.473.183 $ | -46.960.933 $ | 793.434.116 $ | +197.083.556 $ | 596.350.560 $ | |
|---|
| Caption Management, LLC | 219.660.204 $ | -568.658.796 $ | | | | | 788.319.000 $ | |
|---|
| Federation des caisses Desjardins du Quebec | 746.027.811 $ | -30.152.497 $ | 776.180.308 $ | +43.134.239 $ | 733.046.069 $ | +221.340.409 $ | 511.705.660 $ | |
|---|
| EVERETT HARRIS & CO /CA/ | 708.592.494 $ | -59.146.118 $ | 767.738.612 $ | +24.012.011 $ | 743.726.601 $ | +178.613.245 $ | 565.113.356 $ | |
|---|
| Corebridge Financial, Inc. | | | | | | | 754.859.739 $ | |
|---|
| GATEWAY INVESTMENT ADVISERS LLC | 696.048.306 $ | -48.219.271 $ | 744.267.577 $ | | | | | |
|---|
| AEGON ASSET MANAGEMENT UK PLC | 670.246.482 $ | -60.614.371 $ | 730.860.853 $ | +730.165.820 $ | 695.033 $ | +172.559 $ | 522.474 $ | |
|---|
| Marex Group plc | 500.453.845 $ | -209.000.398 $ | 709.454.243 $ | +484.377.058 $ | 225.077.185 $ | | | |
|---|
| Magellan Asset Management Ltd | 610.923.776 $ | -26.474.817 $ | 637.398.593 $ | -65.627.768 $ | 703.026.361 $ | +78.042.928 $ | 624.983.433 $ | |
|---|
| JARISLOWSKY, FRASER Ltd | | | 661.815.792 $ | -33.341.543 $ | 695.157.335 $ | +153.100.557 $ | 542.056.778 $ | |
|---|
| MML INVESTORS SERVICES, LLC | 694.460.571 $ | +12.597.713 $ | 681.862.858 $ | +681.218.976 $ | 643.882 $ | +176.428 $ | 467.454 $ | |
|---|
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 658.348.037 $ | -34.578.940 $ | 692.926.977 $ | +21.527.930 $ | 671.399.047 $ | +155.845.553 $ | 515.553.494 $ | |
|---|
| RENAISSANCE TECHNOLOGIES LLC | 332.789.699 $ | -350.336.467 $ | 683.126.166 $ | +494.719.154 $ | 188.407.012 $ | +57.574.353 $ | 130.832.659 $ | |
|---|
| Capital Wealth Planning, LLC | | | | | 671.932.535 $ | +134.169.983 $ | 537.762.552 $ | |
|---|
| Capital International, Inc./CA/ | 633.013.603 $ | -37.738.380 $ | 670.751.983 $ | | | | | |
|---|
| FUNDSMITH INVESTMENT SERVICES LTD. | 323.323.667 $ | -197.543.945 $ | 520.867.612 $ | -143.974.731 $ | | | 664.842.343 $ | |
|---|
| CANTILLON CAPITAL MANAGEMENT LLC | 610.337.629 $ | -38.407.176 $ | 648.744.805 $ | | | | | |
|---|
| Utah Retirement Systems | 592.609.087 $ | -42.144.335 $ | 634.753.422 $ | +25.629.115 $ | 609.124.307 $ | +146.652.461 $ | 462.471.846 $ | |
|---|
| REGIONS FINANCIAL CORP | 581.730.055 $ | -46.575.408 $ | 628.305.463 $ | +24.568.604 $ | 603.736.859 $ | +145.775.324 $ | 457.961.535 $ | |
|---|
| Vulcan Value Partners, LLC | 551.996 $ | -613.464.198 $ | 614.016.194 $ | -9.689.326 $ | 623.705.520 $ | +100.539.015 $ | 523.166.505 $ | |
|---|
| Police & Firemen's Retirement System of New Jersey | 549.537.406 $ | -69.930.794 $ | 619.468.200 $ | +59.273.618 $ | 560.194.582 $ | +153.819.516 $ | 406.375.066 $ | |
|---|
| Altimeter Capital Management, LP | 617.752.974 $ | +15.847.422 $ | 601.905.552 $ | +75.585.585 $ | 526.319.967 $ | +160.284.686 $ | 366.035.281 $ | |
|---|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 612.992.703 $ | +612.325.527 $ | 667.176 $ | +40.051 $ | 627.125 $ | +235.150 $ | 391.975 $ | |
|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 573.854.303 $ | -37.735.878 $ | 611.590.181 $ | +79.278.414 $ | 532.311.767 $ | +208.108.821 $ | 324.202.946 $ | |
|---|
| HUNTINGTON NATIONAL BANK | 571.761.717 $ | -39.407.652 $ | 611.169.369 $ | | | | | |
|---|
| Meritage Group LP | 610.478.846 $ | +27.941.517 $ | 582.537.329 $ | +23.101.297 $ | 559.436.032 $ | +39.480.715 $ | 519.955.317 $ | |
|---|
| Connor, Clark & Lunn Investment Management Ltd. | 556.937.276 $ | -45.182.707 $ | 602.119.983 $ | +176.641.935 $ | 425.478.048 $ | +160.913.687 $ | 264.564.361 $ | |
|---|
| DDD Partners, LLC | 555.656.133 $ | -36.689.900 $ | 592.346.033 $ | +501.854.690 $ | 90.491.343 $ | +39.521.672 $ | 50.969.671 $ | |
|---|
| Twin Tree Management, LP | 12.961.016 $ | -89.230.521 $ | 102.191.537 $ | -489.228.957 $ | 591.420.494 $ | +522.126.876 $ | 69.293.618 $ | |
|---|
| Crake Asset Management LLP | 583.450.775 $ | +201.990.959 $ | 381.459.816 $ | +238.121.176 $ | 143.338.640 $ | -236.394.622 $ | 379.733.262 $ | |
|---|
| SATURNA CAPITAL CORP | 514.300.610 $ | -62.771.310 $ | 577.071.920 $ | +23.380.974 $ | 553.690.946 $ | +136.266.275 $ | 417.424.671 $ | |
|---|
| Third Point LLC | 447.348.500 $ | -122.396.500 $ | 569.745.000 $ | | | | | |
|---|
| Boston Trust Walden Corp | 483.977.879 $ | -62.212.309 $ | 546.190.188 $ | -19.113.789 $ | 565.303.977 $ | +121.552.080 $ | 443.751.897 $ | |
|---|
| Walleye Trading LLC | 565.284.557 $ | | | | | | | |
|---|
| IEQ CAPITAL, LLC | 528.351.193 $ | -27.176.735 $ | 555.527.928 $ | +114.074.815 $ | 441.453.113 $ | +121.861.540 $ | 319.591.573 $ | |
|---|
| Quilter Plc | 522.265.591 $ | -29.787.273 $ | 552.052.864 $ | +31.097.961 $ | 520.954.903 $ | +130.158.898 $ | 390.796.005 $ | |
|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 524.642.583 $ | -26.252.145 $ | 550.894.728 $ | | | | | |
|---|
| YACKTMAN ASSET MANAGEMENT LP | 466.125.047 $ | -66.336.876 $ | 532.461.923 $ | -17.307.443 $ | 549.769.366 $ | +97.995.009 $ | 451.774.357 $ | |
|---|
| FACTORY MUTUAL INSURANCE CO | 487.884.561 $ | -56.464.315 $ | 544.348.876 $ | | | | | |
|---|
| Railway Pension Investments Ltd | 542.384.666 $ | +57.687.056 $ | 484.697.610 $ | +329.107.762 $ | 155.589.848 $ | +7.873.883 $ | 147.715.965 $ | |
|---|
| Longview Partners (Guernsey) LTD | 478.081.100 $ | -61.660.092 $ | 539.741.192 $ | | | | | |
|---|
| OFI INVEST ASSET MANAGEMENT | 536.433.245 $ | +113.166.709 $ | 423.266.536 $ | +89.622.375 $ | 333.644.161 $ | +53.862.888 $ | 279.781.273 $ | |
|---|
| GUGGENHEIM CAPITAL LLC | 456.698.824 $ | -67.177.559 $ | 523.876.383 $ | +25.063.686 $ | 498.812.697 $ | +182.268.083 $ | 316.544.614 $ | |
|---|
| FIRST FOUNDATION ADVISORS | 483.431.868 $ | -35.775.279 $ | 519.207.147 $ | +10.390.907 $ | 508.816.240 $ | +122.602.481 $ | 386.213.759 $ | |
|---|
| Banque Transatlantique SA | 518.974.583 $ | | | | | | | |
|---|
| Verition Fund Management LLC | 309.562.744 $ | +178.363.419 $ | 131.199.325 $ | -18.926.474 $ | 150.125.799 $ | -366.669.485 $ | 516.795.284 $ | |
|---|
| INTECH INVESTMENT MANAGEMENT LLC | 512.615.438 $ | +64.312.103 $ | 448.303.335 $ | | | | | |
|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 471.472.340 $ | -36.618.569 $ | 508.090.909 $ | +15.123.813 $ | 492.967.096 $ | +120.903.841 $ | 372.063.255 $ | |
|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 474.088.697 $ | -28.479.399 $ | 502.568.096 $ | +30.821.160 $ | 471.746.936 $ | +120.174.377 $ | 351.572.559 $ | |
|---|
| Banco Santander, S.A. | 500.327.620 $ | +69.458.999 $ | 430.868.621 $ | +154.336.075 $ | | | 276.532.546 $ | |
|---|
| Capital Group Private Client Services, Inc. | 118.977.774 $ | -12.780.419 $ | 131.758.193 $ | -367.859.376 $ | 499.617.569 $ | +126.242.239 $ | 373.375.330 $ | |
|---|
| AE Wealth Management LLC | 498.874.535 $ | +43.105.586 $ | 455.768.949 $ | +46.906.214 $ | 408.862.735 $ | +101.762.223 $ | 307.100.512 $ | |
|---|
| CHILTON INVESTMENT CO INC. | 475.105.870 $ | -20.704.357 $ | 495.810.227 $ | +38.396.965 $ | 457.413.262 $ | +114.782.796 $ | 342.630.466 $ | |
|---|
| Voyager Global Management LP | 495.710.500 $ | +81.350.500 $ | 414.360.000 $ | +190.525.500 $ | 223.834.500 $ | -117.770.400 $ | 341.604.900 $ | |
|---|
| MAI Capital Management | 491.386.639 $ | +1.124.742 $ | 490.261.897 $ | +24.033.762 $ | 466.228.135 $ | +104.077.972 $ | 362.150.163 $ | |
|---|
| Nearwater Capital Markets, Ltd | 358.362.420 $ | -127.824.296 $ | 486.186.716 $ | +129.755.145 $ | 356.431.571 $ | +231.135.774 $ | 125.295.797 $ | |
|---|
| CULLEN/FROST BANKERS, INC. | 437.933.252 $ | -42.409.901 $ | 480.343.153 $ | +9.421.896 $ | 470.921.257 $ | +112.343.574 $ | 358.577.683 $ | |
|---|
| HM PAYSON & CO | 447.717.794 $ | -30.862.739 $ | 478.580.533 $ | +16.199.887 $ | 462.380.646 $ | +149.535.883 $ | 312.844.763 $ | |
|---|
| DAVENPORT & Co LLC | 464.646.826 $ | -13.897.176 $ | 478.544.002 $ | | | | | |
|---|
| Bank Pictet & Cie (Europe) AG | 437.553.065 $ | -40.988.891 $ | 478.541.956 $ | +21.422.947 $ | 457.119.009 $ | +124.729.013 $ | 332.389.996 $ | |
|---|
| Local Pensions Partnership Investment Ltd | 477.661.624 $ | | | | | | | |
|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 436.880.548 $ | -39.295.038 $ | 476.175.586 $ | +10.182.499 $ | 465.993.087 $ | +111.303.969 $ | 354.689.118 $ | |
|---|
| Bridgewater Associates, LP | 475.926.089 $ | | | | | | | |
|---|
| Aware Super Pty Ltd as trustee of Aware Super | | | 470.113.692 $ | +27.844.078 $ | 442.269.614 $ | +109.156.411 $ | 333.113.203 $ | |
|---|
| Kestra Advisory Services, LLC | 469.674.694 $ | +5.530.971 $ | 464.143.723 $ | +63.503.501 $ | 400.640.222 $ | +103.560.330 $ | 297.079.892 $ | |
|---|
| WELCH & FORBES LLC | 429.194.195 $ | -34.262.277 $ | 463.456.472 $ | | | | | |
|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 376.275.966 $ | -68.934.606 $ | 445.210.572 $ | -6.165.126 $ | 451.375.698 $ | +107.351.034 $ | 344.024.664 $ | |
|---|
| Steward Partners Investment Advisory, LLC | 436.623.571 $ | +11.365.737 $ | 425.257.834 $ | +33.009.618 $ | 392.248.216 $ | +96.068.551 $ | 296.179.665 $ | |
|---|
| Raiffeisen Bank International AG | 355.547.565 $ | -78.837.685 $ | 434.385.250 $ | +24.035.115 $ | 410.350.135 $ | +95.693.039 $ | 314.657.096 $ | |
|---|
| D.A. DAVIDSON & CO. | 408.239.908 $ | -24.041.985 $ | 432.281.893 $ | +25.144.278 $ | 407.137.615 $ | +125.285.488 $ | 281.852.127 $ | |
|---|
| Troy Asset Management Ltd | 344.289.078 $ | -25.032.580 $ | 369.321.658 $ | -55.244.637 $ | 424.566.295 $ | +0 $ | 424.566.295 $ | |
|---|
| CAPITAL FUND MANAGEMENT S.A. | 220.047.100 $ | -202.982.347 $ | 423.029.447 $ | +141.346.164 $ | 281.683.283 $ | -28.614.091 $ | 310.297.374 $ | |
|---|
| Sequoia Financial Advisors, LLC | 416.439.502 $ | +13.396.941 $ | 403.042.561 $ | | | | | |
|---|
| H&H International Investment, LLC | 415.429.580 $ | +270.817.940 $ | 144.611.640 $ | | | | | |
|---|
| SCGE MANAGEMENT, L.P. | 412.044.240 $ | +95.576.790 $ | 316.467.450 $ | +88.156.260 $ | 228.311.190 $ | | | |
|---|
| Metropolis Capital Ltd | 405.401.236 $ | +78.649.889 $ | 326.751.347 $ | -66.438.823 $ | 393.190.170 $ | +6.280.202 $ | 386.909.968 $ | |
|---|
| Pioneer Wealth Management Group | 377.319 $ | -403.725.681 $ | 404.103.000 $ | +156.836.000 $ | 247.267.000 $ | | | |
|---|
| MUFG Securities EMEA plc | 364.087.997 $ | +204.242.412 $ | 159.845.585 $ | -148.977.880 $ | 308.823.465 $ | -87.011.025 $ | 395.834.490 $ | |
|---|
| BRADLEY FOSTER & SARGENT INC/CT | 368.059.459 $ | -27.281.919 $ | 395.341.378 $ | +12.749.521 $ | 382.591.857 $ | +96.238.271 $ | 286.353.586 $ | |
|---|
| ABN AMRO INVESTMENT SOLUTIONS | 392.859.035 $ | +113.676.734 $ | 279.182.301 $ | -13.687.733 $ | 292.870.034 $ | +40.205.535 $ | 252.664.499 $ | |
|---|
| GF FUND MANAGEMENT CO. LTD. | 346.857.100 $ | -44.553.572 $ | 391.410.672 $ | +18.737.172 $ | 372.673.500 $ | +89.880.575 $ | 282.792.925 $ | |
|---|
| BRISTOL JOHN W & CO INC /NY/ | 354.851.823 $ | -32.822.357 $ | 387.674.180 $ | | | | | |
|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 381.630.401 $ | +116.133.035 $ | 265.497.366 $ | +8.988.604 $ | 256.508.762 $ | +50.688.546 $ | 205.820.216 $ | |
|---|
| MOORE CAPITAL MANAGEMENT, LP | 64.812.818 $ | -314.537.906 $ | 379.350.724 $ | +173.940.290 $ | 205.410.434 $ | +202.454.238 $ | 2.956.196 $ | |
|---|
| Midwest Trust Co | 357.973.043 $ | -21.168.687 $ | 379.141.730 $ | +14.385.916 $ | 364.755.814 $ | | | |
|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 238.184.784 $ | -68.565.407 $ | 306.750.191 $ | -67.375.249 $ | 374.125.440 $ | +373.827.340 $ | 298.100 $ | |
|---|
| PRUDENTIAL PLC | 335.974.199 $ | -34.048.763 $ | 370.022.962 $ | +48.089.760 $ | 321.933.202 $ | +91.766.202 $ | 230.167.000 $ | |
|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 366.549.336 $ | +4.992.741 $ | 361.556.595 $ | +32.346.648 $ | 329.209.947 $ | +84.216.075 $ | 244.993.872 $ | |
|---|
| OPPENHEIMER & CO INC | | | 363.647.516 $ | | | | | |
|---|
| ACR Alpine Capital Research, LLC | 336.299.396 $ | -22.681.188 $ | 358.980.584 $ | +4.666.722 $ | 354.313.862 $ | +91.254.953 $ | 263.058.909 $ | |
|---|
| Cercano Management LLC | | | | | | | 358.247.815 $ | |
|---|
| BRIGHTON JONES LLC | 356.840.476 $ | | | | | | | |
|---|
| CAXTON ASSOCIATES LLP | 89.806.783 $ | -266.387.950 $ | 356.194.733 $ | +9.039.361 $ | 347.155.372 $ | +337.971.080 $ | 9.184.292 $ | |
|---|
| HARDING LOEVNER LP | 289.381.298 $ | -66.218.816 $ | 355.600.114 $ | | | | | |
|---|
| Capital International Sarl | 348.113.545 $ | -2.285.845 $ | 350.399.390 $ | | | | | |
|---|
| J. Safra Sarasin Holding AG | 320.906.443 $ | -29.370.764 $ | 350.277.207 $ | +27.189.280 $ | 323.087.927 $ | +80.997.534 $ | 242.090.393 $ | |
|---|
| GUARDCAP ASSET MANAGEMENT Ltd | 268.501.509 $ | -76.927.115 $ | 345.428.624 $ | | | | | |
|---|
| Ethic Inc. | 340.161.495 $ | -4.780.249 $ | 344.941.744 $ | +5.271.981 $ | 339.669.763 $ | +94.424.534 $ | 245.245.229 $ | |
|---|
| Elo Mutual Pension Insurance Co | 310.051.684 $ | -31.115.248 $ | 341.166.932 $ | +49.302.661 $ | 291.864.271 $ | +60.053.438 $ | 231.810.833 $ | |
|---|
| CONGRESS ASSET MANAGEMENT CO | 311.018.982 $ | -29.843.351 $ | 340.862.333 $ | +11.526.410 $ | 329.335.923 $ | +81.784.781 $ | 247.551.142 $ | |
|---|
| Douglass Winthrop Advisors, LLC | 336.542.493 $ | -4.269.144 $ | 340.811.637 $ | +23.862.981 $ | 316.948.656 $ | +82.038.996 $ | 234.909.660 $ | |
|---|
| ARMSTRONG HENRY H ASSOCIATES INC | 306.681.131 $ | -27.912.853 $ | 334.593.984 $ | +9.766.903 $ | 324.827.081 $ | +75.052.892 $ | 249.774.189 $ | |
|---|
| Badgley Phelps Wealth Managers, LLC | 331.827.098 $ | +16.380.991 $ | 315.446.107 $ | -8.619.748 $ | 324.065.855 $ | +81.850.335 $ | 242.215.520 $ | |
|---|
| EASTERN BANK | 308.075.604 $ | -20.055.948 $ | 328.131.552 $ | +3.581.338 $ | 324.550.214 $ | +76.373.652 $ | 248.176.562 $ | |
|---|
| BSN Capital Partners Ltd | 253.133.200 $ | -16.174.050 $ | 269.307.250 $ | +0 $ | 269.307.250 $ | -52.824.930 $ | 322.132.180 $ | |
|---|
| BECK MACK & OLIVER LLC | 274.491.162 $ | -23.191.334 $ | 297.682.496 $ | -24.095.564 $ | 321.778.060 $ | +61.500.619 $ | 260.277.441 $ | |
|---|
| Private Advisor Group, LLC | 304.323.325 $ | -16.827.184 $ | 321.150.509 $ | +12.959.966 $ | 308.190.543 $ | +79.342.352 $ | 228.848.191 $ | |
|---|
| Louisiana State Employees Retirement System | 270.730.476 $ | -45.374.409 $ | 316.104.885 $ | +11.142.814 $ | 304.962.071 $ | +72.032.576 $ | 232.929.495 $ | |
|---|
| Artemis Investment Management LLP | 204.422.789 $ | -55.364.875 $ | 259.787.664 $ | -52.606.707 $ | 312.394.371 $ | +121.759.692 $ | 190.634.679 $ | |
|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 291.345.297 $ | -16.836.927 $ | 308.182.224 $ | +54.057.898 $ | 254.124.326 $ | +55.411.338 $ | 198.712.988 $ | |
|---|
| Walleye Capital LLC | 302.828.819 $ | | | | | | | |
|---|
| CITIZENS FINANCIAL GROUP INC/RI | 281.881.584 $ | -20.381.583 $ | 302.263.167 $ | +33.408.222 $ | 268.854.945 $ | +96.326.561 $ | 172.528.384 $ | |
|---|
| Silvant Capital Management LLC | 297.658.922 $ | | | | | | | |
|---|
| Canoe Financial LP | 252.682.261 $ | -29.279.878 $ | 281.962.139 $ | -6.986.314 $ | 288.948.453 $ | +61.309.705 $ | 227.638.748 $ | |
|---|
| LOCUST WOOD CAPITAL ADVISERS, LLC | 286.636.873 $ | +74.962.113 $ | 211.674.760 $ | -8.158.962 $ | 219.833.722 $ | +33.567.254 $ | 186.266.468 $ | |
|---|
| Crestwood Advisors Group, LLC | 260.809.977 $ | -25.825.463 $ | 286.635.440 $ | +7.925.557 $ | 278.709.883 $ | +68.848.331 $ | 209.861.552 $ | |
|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 260.080.680 $ | -25.853.100 $ | 285.933.780 $ | +7.108.615 $ | 278.825.165 $ | +62.535.583 $ | 216.289.582 $ | |
|---|
| Guinness Asset Management LTD | 260.108.506 $ | -22.661.106 $ | 282.769.612 $ | | | | | |
|---|
| First Eagle Investment Management, LLC | 269.667.189 $ | -13.057.160 $ | 282.724.349 $ | +11.646.936 $ | 271.077.413 $ | +23.435.415 $ | 247.641.998 $ | |
|---|
| Avanza Fonder AB | 250.581.899 $ | -27.655.662 $ | 278.237.561 $ | +29.344.540 $ | 248.893.021 $ | +71.796.352 $ | 177.096.669 $ | |
|---|
| CAPITAL ADVISORS INC/OK | 259.411.331 $ | -15.536.467 $ | 274.947.798 $ | +13.790.180 $ | 261.157.618 $ | +68.594.012 $ | 192.563.606 $ | |
|---|
| TRILLIUM ASSET MANAGEMENT, LLC | 217.474.001 $ | -56.131.330 $ | 273.605.331 $ | | | | | |
|---|
| FINANCIAL COUNSELORS INC | | | | | | | 272.470.417 $ | |
|---|
| Andra AP-fonden | 271.917.279 $ | +207.854.115 $ | 64.063.164 $ | +5.873.158 $ | 58.190.006 $ | -8.962.010 $ | 67.152.016 $ | |
|---|
| NS Partners Ltd | 242.487.552 $ | -25.905.851 $ | 268.393.403 $ | +13.306.136 $ | 255.087.267 $ | +55.618.160 $ | 199.469.107 $ | |
|---|
| Schonfeld Strategic Advisors LLC | 267.652.233 $ | +169.224.649 $ | 98.427.584 $ | +51.062.715 $ | 47.364.869 $ | +14.042.628 $ | 33.322.241 $ | |
|---|
| RIVERBRIDGE PARTNERS LLC | 238.503.129 $ | -28.853.228 $ | 267.356.357 $ | +1.089.211 $ | 266.267.146 $ | +59.696.026 $ | 206.571.120 $ | |
|---|
| Illinois Municipal Retirement Fund | 257.522.814 $ | -9.763.730 $ | 267.286.544 $ | +13.414.449 $ | 253.872.095 $ | +61.172.771 $ | 192.699.324 $ | |
|---|
| Empowered Funds, LLC | | | 263.099.955 $ | +83.070.364 $ | 180.029.591 $ | +100.305.764 $ | 79.723.827 $ | |
|---|
| MARKEL GROUP INC. | 259.065.563 $ | -3.308.263 $ | | | 262.373.826 $ | +66.146.211 $ | 196.227.615 $ | |
|---|
| Dorsal Capital Management, LP | 261.154.800 $ | +30.667.050 $ | 230.487.750 $ | -18.217.250 $ | 248.705.000 $ | +85.410.350 $ | 163.294.650 $ | |
|---|
| Crossmark Global Holdings, Inc. | 258.809.463 $ | +10.841.322 $ | 247.968.141 $ | +27.388.903 $ | 220.579.238 $ | +47.316.686 $ | 173.262.552 $ | |
|---|
| UMB Bank, n.a. | 252.085.474 $ | -5.247.106 $ | 257.332.580 $ | +7.818.791 $ | 249.513.789 $ | +57.742.804 $ | 191.770.985 $ | |
|---|
| Liontrust Investment Partners LLP | 227.474.052 $ | -28.902.911 $ | 256.376.963 $ | -22.970 $ | 256.399.933 $ | +55.290.371 $ | 201.109.562 $ | |
|---|
| Trivest Advisors Ltd | 184.742.840 $ | -69.415.225 $ | 254.158.065 $ | +229.287.565 $ | 24.870.500 $ | | | |
|---|
| CAPITAL COUNSEL LLC/NY | 234.076.051 $ | -17.264.476 $ | 251.340.527 $ | -1.538.843 $ | 252.879.370 $ | +59.789.561 $ | 193.089.809 $ | |
|---|
| ARGENT CAPITAL MANAGEMENT LLC | 228.737.398 $ | -23.207.809 $ | 251.945.207 $ | +7.901.852 $ | 244.043.355 $ | +59.293.800 $ | 184.749.555 $ | |
|---|
| BLI - Banque de Luxembourg Investments | 219.152.089 $ | -12.406.652 $ | 231.558.741 $ | -20.224.575 $ | 251.783.316 $ | +42.790.575 $ | 208.992.741 $ | |
|---|
| Northwest & Ethical Investments L.P. | 215.887.015 $ | -34.782.515 $ | 250.669.530 $ | +14.457.720 $ | 236.211.810 $ | +55.828.487 $ | 180.383.323 $ | |
|---|
| Busey Bank | 235.830.557 $ | -14.084.034 $ | 249.914.591 $ | +9.292.482 $ | 240.622.109 $ | +58.103.715 $ | 182.518.394 $ | |
|---|
| Appaloosa LP | 241.810.000 $ | +2.258.125 $ | 239.551.875 $ | -9.153.125 $ | 248.705.000 $ | +57.256.100 $ | 191.448.900 $ | |
|---|
| Fisher Funds Management LTD | 216.033.200 $ | +19.270.210 $ | 196.762.990 $ | -50.061.304 $ | 246.824.294 $ | +5.372.321 $ | 241.451.973 $ | |
|---|
| MEYER HANDELMAN CO | 230.049.330 $ | -16.417.695 $ | 246.467.025 $ | +9.934.642 $ | 236.532.383 $ | +56.557.654 $ | 179.974.729 $ | |
|---|
| GREAT LAKES ADVISORS, LLC | 217.128.643 $ | -26.216.851 $ | 243.345.494 $ | +7.712.177 $ | 235.633.317 $ | +58.335.806 $ | 177.297.511 $ | |
|---|
| Kentucky Retirement Systems | 225.137.201 $ | -16.044.663 $ | 241.181.864 $ | +4.052.092 $ | 237.129.772 $ | +46.442.538 $ | 190.687.234 $ | |
|---|
| Quintet Private Bank (Europe) S.A. | 217.372.681 $ | -21.247.402 $ | 238.620.083 $ | +297.025 $ | 238.323.058 $ | +39.695.200 $ | 198.627.858 $ | |
|---|
| PINNACLE FINANCIAL PARTNERS INC | | | 181.897.123 $ | -55.877.807 $ | 237.774.930 $ | +14.774.566 $ | 223.000.364 $ | |
|---|
| BIT Capital GmbH | 236.921.569 $ | +7.756.145 $ | 229.165.424 $ | +227.925.381 $ | 1.240.043 $ | +240.755 $ | 999.288 $ | |
|---|
| Synergy Asset Management, LLC | 83.044.808 $ | -151.531.019 $ | 234.575.827 $ | +155.778.124 $ | 78.797.703 $ | +11.938.117 $ | 66.859.586 $ | |
|---|
| DAVIS R M INC | 220.783.008 $ | -12.628.656 $ | 233.411.664 $ | +8.627.081 $ | 224.784.583 $ | +59.114.333 $ | 165.670.250 $ | |
|---|
| NICHOLAS COMPANY, INC. | 213.966.546 $ | -15.188.519 $ | 229.155.065 $ | -169.349 $ | 229.324.414 $ | +42.846.053 $ | 186.478.361 $ | |
|---|
| Allworth Financial LP | 223.111.366 $ | -4.783.156 $ | 227.894.522 $ | +14.517.623 $ | 213.376.899 $ | +74.501.815 $ | 138.875.084 $ | |
|---|
| ASSOCIATED BANC-CORP | 210.976.323 $ | -16.215.192 $ | 227.191.515 $ | +11.195.700 $ | 215.995.815 $ | +51.160.941 $ | 164.834.874 $ | |
|---|
| OVERSEA-CHINESE BANKING Corp Ltd | 208.055.408 $ | -18.230.057 $ | 226.285.465 $ | +7.974.902 $ | 218.310.563 $ | +59.981.781 $ | 158.328.782 $ | |
|---|
| Horizon Investments, LLC | 199.638.820 $ | -26.466.555 $ | 226.105.375 $ | +60.554.892 $ | 165.550.483 $ | +144.519.258 $ | 21.031.225 $ | |
|---|
| HARTFORD INVESTMENT MANAGEMENT CO | 207.643.214 $ | -17.928.155 $ | 225.571.369 $ | +2.547.150 $ | 223.024.219 $ | +52.747.690 $ | 170.276.529 $ | |
|---|
| PINNACLE ASSOCIATES LTD | 206.476.794 $ | -16.075.844 $ | 222.552.638 $ | | | | | |
|---|
| Atria Investments, Inc | 197.508.812 $ | -23.496.875 $ | 221.005.687 $ | +9.731.266 $ | 211.274.421 $ | +54.097.636 $ | 157.176.785 $ | |
|---|
| SCHARF INVESTMENTS, LLC | 182.859.839 $ | -38.106.984 $ | 220.966.823 $ | | | | | |
|---|
| DELTA ASSET MANAGEMENT LLC/TN | 201.926.745 $ | -18.008.920 $ | 219.935.665 $ | | | | | |
|---|
| BNP PARIBAS | 214.654.983 $ | -1.426.462 $ | 216.081.445 $ | +14.068.884 $ | 202.012.561 $ | +51.044.862 $ | 150.967.699 $ | |
|---|
| Munro Partners | 185.939.800 $ | +6.520.366 $ | 179.419.434 $ | -36.567.428 $ | 215.986.862 $ | +88.797.973 $ | 127.188.889 $ | |
|---|
| Bain Capital Public Equity Management II, LLC | | | 215.152.804 $ | +20.221.307 $ | 194.931.497 $ | | | |
|---|
| Cryder Capital Partners LLP | 200.541.738 $ | -14.235.553 $ | 214.777.291 $ | +8.517.281 $ | 206.260.010 $ | +60.446.521 $ | 145.813.489 $ | |
|---|
| RWA WEALTH PARTNERS, LLC | 197.564.296 $ | -15.320.572 $ | 212.884.868 $ | +22.186.650 $ | 190.698.218 $ | +46.296.018 $ | 144.402.200 $ | |
|---|
| Wilmington Savings Fund Society, FSB | 137.332.120 $ | -12.120.280 $ | 149.452.400 $ | -62.037.901 $ | 211.490.301 $ | +44.979.955 $ | 166.510.346 $ | |
|---|
| James Hambro & Partners LLP | 202.594.217 $ | -8.153.418 $ | 210.747.635 $ | +18.462.441 $ | 192.285.194 $ | +50.905.621 $ | 141.379.573 $ | |
|---|
| Carnegie Investment Counsel | 201.741.777 $ | -8.616.399 $ | 210.358.176 $ | | | | | |
|---|
| STALEY CAPITAL ADVISERS INC | 186.688.149 $ | -20.096.636 $ | 206.784.785 $ | +6.018.873 $ | 200.765.912 $ | +48.879.495 $ | 151.886.417 $ | |
|---|
| Covea Finance | 206.684.196 $ | +5.010.522 $ | 201.673.674 $ | +8.212.521 $ | 193.461.153 $ | +69.864.746 $ | 123.596.407 $ | |
|---|
| Value Aligned Research Advisors, LLC | 205.284.116 $ | +15.417.113 $ | 189.867.003 $ | | | | | |
|---|
| BOKF, NA | 172.681.357 $ | -32.500.392 $ | 205.181.749 $ | +4.119.674 $ | 201.062.075 $ | +46.544.043 $ | 154.518.032 $ | |
|---|
| Modera Wealth Management, LLC | 187.486.996 $ | -17.186.204 $ | 204.673.200 $ | +5.246.265 $ | 199.426.935 $ | +46.262.526 $ | 153.164.409 $ | |
|---|
| DJE Kapital AG | 148.800.831 $ | -54.184.087 $ | 202.984.918 $ | +0 $ | 202.984.918 $ | +92.105.080 $ | 110.879.838 $ | |
|---|
| ANTIPODES PARTNERS Ltd | 201.643.550 $ | +46.067.085 $ | 155.576.465 $ | -35.241.323 $ | | | 190.817.788 $ | |
|---|
| Standard Investments LLC | 195.382.480 $ | -5.571.160 $ | | | 200.953.640 $ | +13.634.030 $ | 187.319.610 $ | |
|---|
| CHILTON CAPITAL MANAGEMENT LLC | 174.957.434 $ | -23.608.636 $ | 198.566.070 $ | +42.534.060 $ | 156.032.010 $ | +34.281.815 $ | 121.750.195 $ | |
|---|
| Gladius Capital Management LP | 194.880.967 $ | +98.498.241 $ | 96.382.726 $ | +76.911.611 $ | 19.471.115 $ | -20.905.459 $ | 40.376.574 $ | |
|---|
| Maryland State Retirement & Pension System | 179.527.482 $ | -11.521.483 $ | 191.048.965 $ | | | | | |
|---|
| Stratos Wealth Partners, LTD. | 181.178.325 $ | -9.532.704 $ | 190.711.029 $ | | | | | |
|---|
| BENJAMIN EDWARDS INC | 190.503.295 $ | +7.251.619 $ | 183.251.676 $ | +70.646.004 $ | | | 112.605.672 $ | |
|---|
| Apollon Wealth Management, LLC | 174.891.230 $ | -15.365.183 $ | 190.256.413 $ | +14.897.971 $ | 175.358.442 $ | +47.259.553 $ | 128.098.889 $ | |
|---|
| Alphadyne Asset Management LP | 189.856.154 $ | +188.929.541 $ | 926.613 $ | -864.063 $ | 1.790.676 $ | | | |
|---|
| Florida Trust Wealth Management Co | 175.295.807 $ | -13.957.425 $ | 189.253.232 $ | +3.506.411 $ | 185.746.821 $ | +44.335.155 $ | 141.411.666 $ | |
|---|
| CASTLEARK MANAGEMENT LLC | 178.678.245 $ | -8.614.547 $ | 187.292.792 $ | +2.259.256 $ | 185.033.536 $ | +81.575.301 $ | 103.458.235 $ | |
|---|
| Canada Post Corp Registered Pension Plan | 186.149.691 $ | +9.758.705 $ | 176.390.986 $ | +52.484.165 $ | 123.906.821 $ | | | |
|---|
| Douglas Lane & Associates, LLC | 167.178.474 $ | -17.609.275 $ | 184.787.749 $ | +4.655.074 $ | 180.132.675 $ | +33.393.686 $ | 146.738.989 $ | |
|---|
| STEPHENS INC /AR/ | 174.919.129 $ | -7.380.825 $ | 182.299.954 $ | +13.114.147 $ | 169.185.807 $ | +41.584.297 $ | 127.601.510 $ | |
|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 176.423.827 $ | -4.450.181 $ | 180.874.008 $ | +5.623.532 $ | 175.250.476 $ | +45.865.931 $ | 129.384.545 $ | |
|---|
| DF DENT & CO INC | 154.982.093 $ | -25.524.151 $ | 180.506.244 $ | +4.271.165 $ | 176.235.079 $ | +45.716.679 $ | 130.518.400 $ | |
|---|
| Avala Global LP | 166.897.262 $ | -11.847.283 $ | 178.744.545 $ | +1.567.103 $ | 177.177.442 $ | +93.053.669 $ | 84.123.773 $ | |
|---|
| Merit Financial Group, LLC | 177.711.588 $ | +4.325.272 $ | 173.386.316 $ | +22.435.863 $ | 150.950.453 $ | +56.814.824 $ | 94.135.629 $ | |
|---|
| WESTWOOD HOLDINGS GROUP INC | 149.545.460 $ | -27.331.540 $ | 176.877.000 $ | | | | | |
|---|
| Callan Family Office, LLC | 174.914.326 $ | +24.159.426 $ | 150.754.900 $ | | | | | |
|---|
| TCTC Holdings, LLC | 162.183.418 $ | -11.889.218 $ | 174.072.636 $ | +5.705.320 $ | 168.367.316 $ | +39.952.404 $ | 128.414.912 $ | |
|---|
| BAMCO INC /NY/ | 165.281.004 $ | -8.515.565 $ | 173.796.569 $ | +7.284.592 $ | 166.511.977 $ | +29.864.386 $ | 136.647.591 $ | |
|---|
| Mesirow Financial Investment Management, Inc. | 140.094.343 $ | -31.123.526 $ | 171.217.869 $ | | | | | |
|---|
| Trexquant Investment LP | 169.883.616 $ | +31.423.668 $ | 138.459.948 $ | +72.810.284 $ | 65.649.664 $ | +60.665.611 $ | 4.984.053 $ | |
|---|
| Clarius Group, LLC | 152.725.728 $ | -15.104.143 $ | 167.829.871 $ | -1.402.341 $ | 169.232.212 $ | +40.393.611 $ | 128.838.601 $ | |
|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 159.016.385 $ | -10.138.675 $ | 169.155.060 $ | +8.536.334 $ | 160.618.726 $ | +57.388.034 $ | 103.230.692 $ | |
|---|
| Bowie Capital Management, LLC | 168.851.087 $ | +36.157.994 $ | 132.693.093 $ | +7.590.996 $ | 125.102.097 $ | -28.731.599 $ | 153.833.696 $ | |
|---|
| Integrated Wealth Concepts LLC | 105.799.589 $ | -62.513.218 $ | 168.312.807 $ | +12.506.533 $ | 155.806.274 $ | +49.036.147 $ | 106.770.127 $ | |
|---|
| CAPITAL INTERNATIONAL LTD /CA/ | 160.456.411 $ | -7.733.867 $ | 168.190.278 $ | | | | | |
|---|
| LMR Partners LLP | 167.187.434 $ | +87.392.575 $ | 79.794.859 $ | +53.052.076 $ | | | 26.742.783 $ | |
|---|
| MARINER INVESTMENT GROUP LLC | 166.365.280 $ | | | | | | | |
|---|
| WESBANCO BANK INC | 156.721.912 $ | -9.093.652 $ | 165.815.564 $ | +5.994.211 $ | 159.821.353 $ | +45.363.397 $ | 114.457.956 $ | |
|---|
| L1 Capital International Pty Ltd | 165.591.972 $ | +123.582.083 $ | 42.009.889 $ | | | | | |
|---|
| J. L. Bainbridge & Co., Inc. | 154.258.698 $ | -10.595.013 $ | 164.853.711 $ | +4.952.872 $ | 159.900.839 $ | +37.115.893 $ | 122.784.946 $ | |
|---|
| Tower Research Capital LLC (TRC) | 163.961.689 $ | +66.109.021 $ | 97.852.668 $ | -41.119.209 $ | 138.971.877 $ | +3.673.015 $ | 135.298.862 $ | |
|---|
| Focused Investors LLC | 148.277.892 $ | -15.601.488 $ | 163.879.380 $ | +6.349.633 $ | 157.529.747 $ | | | |
|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 152.034.000 $ | -11.057.388 $ | 163.091.388 $ | +4.204.837 $ | 158.886.551 $ | +34.845.627 $ | 124.040.924 $ | |
|---|
| Clearstead Advisors, LLC | 159.431.958 $ | -2.763.017 $ | 162.194.975 $ | +46.171.240 $ | | | 116.023.735 $ | |
|---|
| Dana Investment Advisors, Inc. | 148.581.114 $ | -11.798.381 $ | 160.379.495 $ | +18.314.319 $ | 142.065.176 $ | +36.269.845 $ | 105.795.331 $ | |
|---|
| MCDANIEL TERRY & CO | 132.447.766 $ | -27.663.239 $ | 160.111.005 $ | +4.800.891 $ | 155.310.114 $ | +155.191.621 $ | 118.493 $ | |
|---|
| Seilern Investment Management Ltd | 88.888.872 $ | -42.952.193 $ | 131.841.065 $ | -27.954.882 $ | 159.795.947 $ | +23.245.958 $ | 136.549.989 $ | |
|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 146.581.568 $ | -12.870.584 $ | 159.452.152 $ | +6.909.275 $ | 152.542.877 $ | +37.473.772 $ | 115.069.105 $ | |
|---|
| Saratoga Research & Investment Management | 144.461.163 $ | -12.719.052 $ | 157.180.215 $ | -1.035.460 $ | 158.215.675 $ | +37.693.368 $ | 120.522.307 $ | |
|---|
| Atreides Management, LP | 87.761.554 $ | -69.953.299 $ | | | | | 157.714.853 $ | |
|---|
| GREENLEAF TRUST | 141.028.912 $ | -10.632.545 $ | 151.661.457 $ | -5.506.673 $ | 157.168.130 $ | +33.583.736 $ | 123.584.394 $ | |
|---|
| Dixon Mitchell Investment Counsel Inc. | 156.797.826 $ | +9.116.296 $ | 147.681.530 $ | +7.390.521 $ | 140.291.009 $ | +38.154.522 $ | 102.136.487 $ | |
|---|
| Parallel Advisors, LLC | 148.485.374 $ | -8.029.292 $ | 156.514.666 $ | +8.854.205 $ | 147.660.461 $ | +40.473.271 $ | 107.187.190 $ | |
|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 61.044.935 $ | -95.409.632 $ | 156.454.567 $ | +112.846.135 $ | 43.608.432 $ | +34.546.893 $ | 9.061.539 $ | |
|---|
| Generate Investment Management Ltd | 153.791.160 $ | +24.857.349 $ | 128.933.811 $ | +27.064.741 $ | 101.869.070 $ | +22.737.609 $ | 79.131.461 $ | |
|---|
| SEGALL BRYANT & HAMILL, LLC | 115.394.888 $ | -38.263.063 $ | 153.657.951 $ | +178.894 $ | 153.479.057 $ | +30.993.190 $ | 122.485.867 $ | |
|---|
| Lombard Odier Asset Management (Switzerland) SA | 153.487.447 $ | +145.634.894 $ | 7.852.553 $ | -140.975.006 $ | 148.827.559 $ | +43.698.839 $ | 105.128.720 $ | |
|---|
| Quadrature Capital Ltd | | | 131.354.211 $ | -22.109.673 $ | 153.463.884 $ | | | |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 142.357.553 $ | -10.708.776 $ | 153.066.329 $ | +4.923.789 $ | 148.142.540 $ | +35.082.225 $ | 113.060.315 $ | |
|---|
| PROFUND ADVISORS LLC | 139.915.135 $ | -12.940.715 $ | 152.855.850 $ | | | | | |
|---|
| GENERAL AMERICAN INVESTORS CO INC | 152.751.600 $ | +24.020.600 $ | 128.731.000 $ | +16.697.200 $ | 112.033.800 $ | +44.463.600 $ | 67.570.200 $ | |
|---|
| Kingsview Wealth Management, LLC | 111.587.251 $ | -39.729.263 $ | 151.316.514 $ | +44.946.346 $ | 106.370.168 $ | +25.628.763 $ | 80.741.405 $ | |
|---|
| Alpha Cubed Investments, LLC | 147.225.774 $ | -3.994.946 $ | 151.220.720 $ | +2.710.622 $ | 148.510.098 $ | +42.671.137 $ | 105.838.961 $ | |
|---|
| HIGHLAND CAPITAL MANAGEMENT, LLC | 138.775.463 $ | -12.135.214 $ | 150.910.677 $ | +8.532.225 $ | 142.378.452 $ | +34.095.432 $ | 108.283.020 $ | |
|---|
| Baker Avenue Asset Management, LP | 142.600.220 $ | -7.645.666 $ | 150.245.886 $ | +22.175.547 $ | 128.070.339 $ | +23.886.741 $ | 104.183.598 $ | |
|---|
| Nishkama Capital, LLC | 56.922.074 $ | -29.617.012 $ | 86.539.086 $ | -63.200.226 $ | 149.739.312 $ | | | |
|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 135.879.810 $ | -12.741.281 $ | 148.621.091 $ | +4.526.885 $ | 144.094.206 $ | +36.703.010 $ | 107.391.196 $ | |
|---|
| Cohen Klingenstein LLC | 138.073.510 $ | -9.801.215 $ | 147.874.725 $ | +5.864.170 $ | 142.010.555 $ | +34.836.710 $ | 107.173.845 $ | |
|---|
| Gradient Investments LLC | 144.679.424 $ | -3.020.557 $ | 147.699.981 $ | +11.711.776 $ | 135.988.205 $ | +32.627.372 $ | 103.360.833 $ | |
|---|
| Advisory Services Network, LLC | 134.679.024 $ | -10.272.239 $ | 144.951.263 $ | -2.713.119 $ | 147.664.382 $ | +53.678.906 $ | 93.985.476 $ | |
|---|
| RiverFront Investment Group, LLC | 142.654.872 $ | -3.060.264 $ | 145.715.136 $ | +17.362.005 $ | 128.353.131 $ | +53.754.730 $ | 74.598.401 $ | |
|---|
| Caprock Group, LLC | 145.207.164 $ | +5.884.132 $ | 139.323.032 $ | +50.139.870 $ | | | 89.183.162 $ | |
|---|
| FIRST CITIZENS BANK & TRUST CO | 122.739.854 $ | -21.490.573 $ | 144.230.427 $ | +5.673.390 $ | 138.557.037 $ | +45.809.431 $ | 92.747.606 $ | |
|---|
| Mondrian Investment Partners LTD | 135.539.825 $ | -8.500.516 $ | 144.040.341 $ | +35.363.810 $ | | | 108.676.531 $ | |
|---|
| AG2R LA MONDIALE GESTION D'ACTIFS | 143.749.274 $ | +5.100.216 $ | 138.649.058 $ | +0 $ | 138.649.058 $ | +11.403.252 $ | 127.245.806 $ | |
|---|
| DONALDSON CAPITAL MANAGEMENT, LLC | 132.918.888 $ | -10.689.465 $ | 143.608.353 $ | +6.775.178 $ | 136.833.175 $ | +31.862.412 $ | 104.970.763 $ | |
|---|
| Farther Finance Advisors, LLC | 141.906.544 $ | +28.264.578 $ | 113.641.966 $ | +25.558.304 $ | 88.083.662 $ | +32.430.024 $ | 55.653.638 $ | |
|---|
| Capula Management Ltd | 65.371.399 $ | -74.359.598 $ | 139.730.997 $ | +116.601.432 $ | 23.129.565 $ | -3.324.919 $ | 26.454.484 $ | |
|---|
| Argent Trust Co | 128.103.255 $ | -11.347.114 $ | 139.450.369 $ | +4.526.370 $ | 134.923.999 $ | +33.588.162 $ | 101.335.837 $ | |
|---|
| Elite Wealth Management, Inc. | 119.325.375 $ | -20.025.536 $ | 139.350.911 $ | +553.523 $ | 138.797.388 $ | +11.652.262 $ | 127.145.126 $ | |
|---|
| Calamos Wealth Management LLC | 132.785.470 $ | -5.044.045 $ | 137.829.515 $ | | | | | |
|---|
| Wealthspire Advisors, LLC | 137.000.456 $ | +25.386.650 $ | 111.613.806 $ | +1.095.712 $ | 110.518.094 $ | +26.451.993 $ | 84.066.101 $ | |
|---|
| ROCKLAND TRUST CO | 127.267.021 $ | -9.726.610 $ | 136.993.631 $ | +24.810.764 $ | 112.182.867 $ | +25.859.309 $ | 86.323.558 $ | |
|---|
| Maple Capital Management, Inc. | 126.784.865 $ | -9.636.249 $ | 136.421.114 $ | +6.470.936 $ | 129.950.178 $ | +34.344.072 $ | 95.606.106 $ | |
|---|
| Prospera Financial Services Inc | 133.145.102 $ | -3.160.135 $ | 136.305.237 $ | +9.483.102 $ | 126.822.135 $ | +38.234.757 $ | 88.587.378 $ | |
|---|
| Gladstone Capital Management LLP | 115.443.479 $ | -19.480.424 $ | 134.923.903 $ | +43.184.587 $ | 91.739.316 $ | +21.845.077 $ | 69.894.239 $ | |
|---|
| GUYASUTA INVESTMENT ADVISORS INC | 125.990.839 $ | -8.890.612 $ | 134.881.451 $ | +4.521.714 $ | 130.359.737 $ | +31.454.217 $ | 98.905.520 $ | |
|---|
| J.W. COLE ADVISORS, INC. | 90.554.365 $ | -43.585.168 $ | 134.139.533 $ | | | | | |
|---|
| MIRABELLA FINANCIAL SERVICES LLP | 4.109.803 $ | -30.316.986 $ | 34.426.789 $ | +16.308.286 $ | 18.118.503 $ | -115.137.174 $ | 133.255.677 $ | |
|---|
| Equitable Holdings, Inc. | 133.186.046 $ | +3.386.222 $ | 129.799.824 $ | +11.973.841 $ | 117.825.983 $ | +37.195.590 $ | 80.630.393 $ | |
|---|
| Trajan Wealth LLC | 128.346.748 $ | -4.742.700 $ | 133.089.448 $ | +10.308.531 $ | 122.780.917 $ | | | |
|---|
| Empirical Finance, LLC | 119.010.177 $ | -14.004.562 $ | 133.014.739 $ | +39.002.443 $ | | | 94.012.296 $ | |
|---|
| Jefferies Financial Group Inc. | 132.825.041 $ | +72.680.805 $ | 60.144.236 $ | | | | | |
|---|
| NORTHEAST INVESTMENT MANAGEMENT | 123.390.927 $ | -8.793.668 $ | 132.184.595 $ | +4.012.360 $ | 128.172.235 $ | +30.602.650 $ | 97.569.585 $ | |
|---|
| AVENIR CORP | 118.692.474 $ | -12.047.467 $ | 130.739.941 $ | -1.365.601 $ | 132.105.542 $ | +30.618.922 $ | 101.486.620 $ | |
|---|
| Azimuth Capital Investment Management LLC | 123.712.212 $ | -8.019.349 $ | 131.731.561 $ | +9.371.510 $ | 122.360.051 $ | +41.356.677 $ | 81.003.374 $ | |
|---|
| Systematic Alpha Investments, LLC | 121.583.000 $ | -8.630.700 $ | 130.213.700 $ | +5.163.800 $ | 125.049.900 $ | +30.676.100 $ | 94.373.800 $ | |
|---|
| NWAM LLC | 114.931.127 $ | -12.233.926 $ | 127.165.053 $ | -2.442.920 $ | 129.607.973 $ | | | |
|---|
| TRIGLAV INVESTMENTS, D.O.O. | 120.835.427 $ | -8.704.186 $ | 129.539.613 $ | +8.373.900 $ | 121.165.713 $ | +37.671.016 $ | 83.494.697 $ | |
|---|
| Garda Capital Partners LP | 48.362.000 $ | -80.666.154 $ | | | 129.028.154 $ | +75.583.504 $ | 53.444.650 $ | |
|---|
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 125.440.512 $ | -3.543.679 $ | 128.984.191 $ | +3.648.907 $ | 125.335.284 $ | +30.208.531 $ | 95.126.753 $ | |
|---|
| OneDigital Investment Advisors LLC | 124.682.937 $ | -3.593.439 $ | 128.276.376 $ | +4.863.429 $ | 123.412.947 $ | +25.732.019 $ | 97.680.928 $ | |
|---|
| Talbot Financial, LLC | 119.825.052 $ | -8.352.947 $ | 128.177.999 $ | +9.059.158 $ | 119.118.841 $ | +41.350.584 $ | 77.768.257 $ | |
|---|
| Bleakley Financial Group, LLC | 127.386.479 $ | +2.025.010 $ | 125.361.469 $ | +8.414.804 $ | 116.946.665 $ | +35.064.917 $ | 81.881.748 $ | |
|---|
| Savant Capital, LLC | 122.617.487 $ | -3.943.856 $ | 126.561.343 $ | +6.500.314 $ | 120.061.029 $ | +33.637.694 $ | 86.423.335 $ | |
|---|
| GuoLine Advisory Pte Ltd | 116.504.058 $ | -8.270.097 $ | 124.774.155 $ | +4.948.086 $ | 119.826.069 $ | +29.394.618 $ | 90.431.451 $ | |
|---|
| MKP Capital Management, L.L.C. | 38.689.600 $ | -86.032.760 $ | 124.722.360 $ | +72.494.310 $ | 52.228.050 $ | | | |
|---|
| CENTRAL TRUST Co | 113.915.103 $ | -10.658.961 $ | 124.574.064 $ | +3.880.672 $ | 120.693.392 $ | +29.855.865 $ | 90.837.527 $ | |
|---|
| Select Equity Group, L.P. | 102.707.347 $ | -21.171.272 $ | 123.878.619 $ | +2.582.703 $ | 121.295.916 $ | +61.643.817 $ | 59.652.099 $ | |
|---|
| AMI ASSET MANAGEMENT CORP | 112.556.635 $ | -11.048.714 $ | 123.605.349 $ | +2.495.191 $ | 121.110.158 $ | +24.798.980 $ | 96.311.178 $ | |
|---|
| BOWEN HANES & CO INC | 95.051 $ | -122.926.361 $ | 123.021.412 $ | +2.802.389 $ | 120.219.023 $ | +30.371.303 $ | 89.847.720 $ | |
|---|
| Ancora Advisors LLC | 114.397.794 $ | -8.524.868 $ | 122.922.662 $ | +1.151.820 $ | 121.770.842 $ | +29.885.752 $ | 91.885.090 $ | |
|---|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 114.848.627 $ | -7.858.908 $ | 122.707.535 $ | +4.769.137 $ | 117.938.398 $ | +29.181.937 $ | 88.756.461 $ | |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 114.959.348 $ | -6.548.514 $ | 121.507.862 $ | | | | | |
|---|
| TRUST CO OF VERMONT | 114.939.548 $ | -6.073.254 $ | 121.012.802 $ | +7.739.115 $ | 113.273.687 $ | +28.418.655 $ | 84.855.032 $ | |
|---|
| PARTHENON LLC | 110.008.558 $ | -10.392.027 $ | 120.400.585 $ | | | | | |
|---|
| Diversified Trust Co | 112.698.421 $ | -7.634.578 $ | 120.332.999 $ | +13.013.735 $ | 107.319.264 $ | +23.543.945 $ | 83.775.319 $ | |
|---|
| Vest Financial, LLC | 120.130.724 $ | +9.893.355 $ | 110.237.369 $ | | | | | |
|---|
| J. Goldman & Co LP | 75.692.333 $ | -44.060.815 $ | 119.753.148 $ | | | | | |
|---|
| Stack Financial Management, Inc | 109.602.199 $ | -10.129.743 $ | 119.731.942 $ | +3.295.742 $ | 116.436.200 $ | +26.582.152 $ | 89.854.048 $ | |
|---|
| GRANDFIELD & DODD, LLC | 106.881.641 $ | -12.555.766 $ | 119.437.407 $ | | | | | |
|---|
| Avalon Trust Co | 111.609.340 $ | -7.627.930 $ | 119.237.270 $ | +5.236.369 $ | 114.000.901 $ | +22.448.385 $ | 91.552.516 $ | |
|---|
| NORRIS PERNE & FRENCH LLP/MI | 109.960.689 $ | -9.141.385 $ | 119.102.074 $ | +5.934.142 $ | 113.167.932 $ | +28.663.998 $ | 84.503.934 $ | |
|---|
| KLINGENSTEIN FIELDS & CO LP | | | | | 118.738.299 $ | +27.841.314 $ | 90.896.985 $ | |
|---|
| Focus Partners Advisor Solutions, LLC | 74.727.447 $ | -42.617.513 $ | 117.344.960 $ | | | | | |
|---|
| COMMUNITY TRUST & INVESTMENT CO | 112.363.811 $ | -4.957.578 $ | 117.321.389 $ | +5.803.553 $ | 111.517.836 $ | +22.337.158 $ | 89.180.678 $ | |
|---|
| Bristlecone Advisors, LLC | | | 117.222.443 $ | | | | | |
|---|
| Chesley Taft & Associates LLC | 116.750.958 $ | | | | | | | |
|---|
| F/m Investments LLC | 106.114.597 $ | -9.097.258 $ | 115.211.855 $ | +4.857.863 $ | 110.353.992 $ | +24.804.509 $ | 85.549.483 $ | |
|---|
| FRANKLIN STREET ADVISORS INC /NC | 107.791.441 $ | -7.397.208 $ | 115.188.649 $ | +115.077.442 $ | 111.207 $ | +26.216 $ | 84.991 $ | |
|---|
| SIGNATUREFD, LLC | 106.756.150 $ | -7.732.147 $ | 114.488.297 $ | +6.650.305 $ | 107.837.992 $ | +27.511.724 $ | 80.326.268 $ | |
|---|
| Marathon Asset Management Ltd | 82.111.205 $ | -13.575.283 $ | 95.686.488 $ | -18.614.679 $ | 114.301.167 $ | +26.919.386 $ | 87.381.781 $ | |
|---|
| Ameritas Investment Partners, Inc. | 102.551.087 $ | -11.723.754 $ | 114.274.841 $ | +2.627.277 $ | 111.647.564 $ | +27.094.664 $ | 84.552.900 $ | |
|---|
| YCG, LLC | 84.097.393 $ | -29.923.975 $ | 114.021.368 $ | +6.031.536 $ | 107.989.832 $ | +24.349.646 $ | 83.640.186 $ | |
|---|
| Pamplona Capital Management, LLC | | | 113.981.118 $ | +4.520.074 $ | 109.461.044 $ | +26.851.966 $ | 82.609.078 $ | |
|---|
| ALTA CAPITAL MANAGEMENT LLC/ | 89.652.771 $ | -22.670.187 $ | 112.322.958 $ | +23.848.465 $ | 88.474.493 $ | +21.724.592 $ | 66.749.901 $ | |
|---|
| FIRST NATIONAL BANK OF OMAHA | 112.151.746 $ | +36.725.278 $ | 75.426.468 $ | -931.437 $ | 76.357.905 $ | +16.893.127 $ | 59.464.778 $ | |
|---|
| WATERS PARKERSON & CO., LLC | 103.042.922 $ | -8.698.949 $ | 111.741.871 $ | +4.385.042 $ | 107.356.829 $ | +26.282.850 $ | 81.073.979 $ | |
|---|
| DAVIDSON INVESTMENT ADVISORS | 103.861.448 $ | -7.813.233 $ | 111.674.681 $ | +3.621.132 $ | 108.053.549 $ | +27.150.983 $ | 80.902.566 $ | |
|---|
| Vise Technologies, Inc. | 111.442.577 $ | +39.242.821 $ | 72.199.756 $ | | | | | |
|---|
| SIG BROKERAGE, LP | 76.121.788 $ | -34.253.357 $ | 110.375.145 $ | +54.615.484 $ | 55.759.661 $ | +34.896.986 $ | 20.862.675 $ | |
|---|
| PICTON MAHONEY ASSET MANAGEMENT | 109.807.372 $ | +109.669.168 $ | 138.204 $ | +10.584 $ | 127.620 $ | +56.116 $ | 71.504 $ | |
|---|
| Tandem Investment Advisors, Inc. | 109.690.336 $ | +109.566.375 $ | 123.961 $ | +3.087 $ | 120.874 $ | +29.168 $ | 91.706 $ | |
|---|
| Capital Investment Advisors, LLC | 103.528.130 $ | -5.603.961 $ | 109.132.091 $ | +4.213.519 $ | 104.918.572 $ | +28.785.747 $ | 76.132.825 $ | |
|---|
| Private Advisory Group LLC | 76.405.469 $ | -32.390.767 $ | 108.796.236 $ | +40.581.321 $ | 68.214.915 $ | +13.909.892 $ | 54.305.023 $ | |
|---|
| Obermeyer Wealth Partners | 97.989.223 $ | -10.756.853 $ | 108.746.076 $ | | | | | |
|---|
| Welch Group, LLC | 99.955.214 $ | -7.285.846 $ | 107.241.060 $ | +5.285.022 $ | 101.956.038 $ | +24.719.848 $ | 77.236.190 $ | |
|---|
| Soltis Investment Advisors LLC | 107.156.954 $ | +5.265.935 $ | 101.891.019 $ | +3.402.037 $ | 98.488.982 $ | +30.456.929 $ | 68.032.053 $ | |
|---|
| HighPoint Advisor Group LLC | | | 107.026.634 $ | +6.459.887 $ | 100.566.747 $ | +23.879.033 $ | 76.687.714 $ | |
|---|
| Valeo Financial Advisors, LLC | 99.555.038 $ | -7.359.320 $ | 106.914.358 $ | +2.562.257 $ | 104.352.101 $ | +28.786.347 $ | 75.565.754 $ | |
|---|
| Oriental Harbor Investment Master Fund | 93.593.527 $ | -5.573.698 $ | 99.167.225 $ | +3.811.738 $ | 95.355.487 $ | -10.982.738 $ | 106.338.225 $ | |
|---|
| Private Wealth Partners, LLC | 97.119.108 $ | -9.111.784 $ | 106.230.892 $ | | | | | |
|---|
| QUADRANT CAPITAL GROUP LLC | 101.802.193 $ | -4.257.064 $ | 106.059.257 $ | +42.835.758 $ | | | 63.223.499 $ | |
|---|
| EXENCIAL WEALTH ADVISORS, LLC | 99.410.663 $ | -6.614.314 $ | 106.024.977 $ | +7.263.711 $ | 98.761.266 $ | +25.861.920 $ | 72.899.346 $ | |
|---|
| ARIEL INVESTMENTS, LLC | 83.402.687 $ | -17.149.018 $ | 100.551.705 $ | -5.465.268 $ | 106.016.973 $ | +59.508.404 $ | 46.508.569 $ | |
|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 96.467.458 $ | -9.230.878 $ | 105.698.336 $ | +2.831.193 $ | 102.867.143 $ | +24.417.563 $ | 78.449.580 $ | |
|---|
| CWA Asset Management Group, LLC | 99.544.290 $ | -5.976.640 $ | 105.520.930 $ | +6.649.167 $ | 98.871.763 $ | +24.726.379 $ | 74.145.384 $ | |
|---|
| OAKMONT Corp | | | | | 105.353.925 $ | +25.548.263 $ | 79.805.662 $ | |
|---|
| Howard Capital Management Inc. | 105.277.071 $ | +1.428.998 $ | 103.848.073 $ | | | | | |
|---|
| WASHINGTON TRUST Co | 96.567.313 $ | -8.606.875 $ | 105.174.188 $ | +1.445.704 $ | 103.728.484 $ | +24.821.216 $ | 78.907.268 $ | |
|---|
| WOLVERINE ASSET MANAGEMENT LLC | 63.626.014 $ | -41.517.836 $ | 105.143.850 $ | +13.520.928 $ | 91.622.922 $ | +21.395.337 $ | 70.227.585 $ | |
|---|
| Moors & Cabot, Inc. | 98.183.273 $ | -6.626.771 $ | 104.810.044 $ | | | | | |
|---|
| Aviso Financial Inc. | 100.081.773 $ | -4.725.409 $ | 104.807.182 $ | +6.042.945 $ | 98.764.237 $ | +26.620.661 $ | 72.143.576 $ | |
|---|
| SBI Securities Co., Ltd. | 95.467.636 $ | -8.983.715 $ | 104.451.351 $ | +5.101.238 $ | 99.350.113 $ | +22.355.372 $ | 76.994.741 $ | |
|---|
| Wahed Invest LLC | 94.457.273 $ | -9.954.196 $ | 104.411.469 $ | +4.124.660 $ | 100.286.809 $ | +27.915.371 $ | 72.371.438 $ | |
|---|
| Aureus Asset Management, LLC | 96.336.173 $ | -7.425.228 $ | 103.761.401 $ | -322.034 $ | 104.083.435 $ | +26.606.450 $ | 77.476.985 $ | |
|---|
| PINNBROOK CAPITAL MANAGEMENT LP | 1.976.071 $ | -102.052.633 $ | 104.028.704 $ | +18.942.247 $ | 85.086.457 $ | | | |
|---|
| First American Bank | 97.061.076 $ | -6.774.452 $ | 103.835.528 $ | +4.673.863 $ | 99.161.665 $ | +24.397.101 $ | 74.764.564 $ | |
|---|
| MUFG SECURITIES AMERICAS INC. | 96.835.233 $ | -6.985.255 $ | 103.820.488 $ | +21.884.128 $ | 81.936.360 $ | +32.537.664 $ | 49.398.696 $ | |
|---|
| Banque Cantonale Vaudoise | 103.726.000 $ | +103.618.235 $ | 107.765 $ | +3.980 $ | 103.785 $ | +5.614 $ | 98.171 $ | |
|---|
| Paralel Advisors LLC | 96.724.000 $ | -6.866.000 $ | 103.590.000 $ | +4.108.000 $ | 99.482.000 $ | +24.404.000 $ | 75.078.000 $ | |
|---|
| Senator Investment Group LP | 90.678.750 $ | -12.911.250 $ | 103.590.000 $ | +377.425 $ | 103.212.575 $ | +37.519.325 $ | 65.693.250 $ | |
|---|
| Modern Wealth Management, LLC | 100.659.794 $ | -2.918.730 $ | 103.578.524 $ | +29.636.474 $ | 73.942.050 $ | | | |
|---|
| Arkadios Wealth Advisors | 102.858.679 $ | +17.875.099 $ | 84.983.580 $ | +14.018.766 $ | 70.964.814 $ | +21.440.715 $ | 49.524.099 $ | |
|---|
| CYPRESS FUNDS LLC | 76.510.135 $ | -25.939.857 $ | 102.449.992 $ | | | | | |
|---|
| SMITH CHAS P & ASSOCIATES PA CPAS | 92.102.984 $ | +32.307.164 $ | 59.795.820 $ | -42.089.503 $ | 101.885.323 $ | +24.482.199 $ | 77.403.124 $ | |
|---|
| Kentucky Retirement Systems Insurance Trust Fund | 94.367.803 $ | -6.725.160 $ | 101.092.963 $ | | | | | |
|---|
| CARY STREET PARTNERS FINANCIAL LLC | 96.522.119 $ | -4.037.860 $ | 100.559.979 $ | +2.570.730 $ | 97.989.249 $ | +24.034.725 $ | 73.954.524 $ | |
|---|
| MOODY LYNN & LIEBERSON, LLC | 93.784.043 $ | -6.624.157 $ | 100.408.200 $ | +4.195.210 $ | 96.212.990 $ | +26.450.161 $ | 69.762.829 $ | |
|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 92.061.293 $ | -8.329.861 $ | 100.391.154 $ | +21.775.689 $ | 78.615.465 $ | +13.449.993 $ | 65.165.472 $ | |
|---|
| DIAMOND HILL CAPITAL MANAGEMENT INC | 99.050.696 $ | -986.685 $ | 100.037.381 $ | +3.967.116 $ | 96.070.265 $ | +18.178.342 $ | 77.891.923 $ | |
|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 85.418.899 $ | -13.905.266 $ | 99.324.165 $ | | | | | |
|---|
| PRINCIPAL SECURITIES, INC. | 97.888.748 $ | -1.382.212 $ | 99.270.960 $ | +11.368.526 $ | 87.902.434 $ | +24.223.010 $ | 63.679.424 $ | |
|---|
| FineMark National Bank & Trust | 90.182.901 $ | -8.356.937 $ | 98.539.838 $ | +838.709 $ | 97.701.129 $ | +24.050.470 $ | 73.650.659 $ | |
|---|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 88.893.531 $ | -7.242.509 $ | 96.136.040 $ | -1.786.091 $ | 97.922.131 $ | +24.051.749 $ | 73.870.382 $ | |
|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 92.140.638 $ | -5.719.716 $ | 97.860.354 $ | +7.434.195 $ | 90.426.159 $ | +27.806.124 $ | 62.620.035 $ | |
|---|
| Cornerstone Investment Partners, LLC | 90.751.293 $ | -6.080.495 $ | 96.831.788 $ | +4.379.186 $ | 92.452.602 $ | +22.787.350 $ | 69.665.252 $ | |
|---|
| Dundas Partners LLP | 88.240.338 $ | -8.340.763 $ | 96.581.101 $ | +3.830.053 $ | 92.751.048 $ | +22.752.825 $ | 69.998.223 $ | |
|---|
| MMBG INVESTMENT ADVISORS CO. | 90.528.664 $ | -5.950.225 $ | 96.478.889 $ | +2.012.940 $ | 94.465.949 $ | +27.305.427 $ | 67.160.522 $ | |
|---|
| Arax Advisory Partners | 43.302.771 $ | -52.612.808 $ | 95.915.579 $ | +73.711.470 $ | 22.204.109 $ | +13.512.821 $ | 8.691.288 $ | |
|---|
| Knights of Columbus Asset Advisors LLC | 89.475.987 $ | -6.294.522 $ | 95.770.509 $ | +4.615.650 $ | 91.154.859 $ | +30.616.089 $ | 60.538.770 $ | |
|---|
| GFI Investment Counsel Ltd. | | | 95.189.887 $ | +2.837.762 $ | 92.352.125 $ | +21.986.396 $ | 70.365.729 $ | |
|---|
| NICHOLS & PRATT ADVISERS LLP /MA | 88.107.343 $ | -6.862.933 $ | 94.970.276 $ | +2.892.863 $ | 92.077.413 $ | +22.555.537 $ | 69.521.876 $ | |
|---|
| Ironvine Capital Partners, LLC | 74.662.405 $ | -19.967.060 $ | 94.629.465 $ | +3.206.999 $ | 91.422.466 $ | +17.135.413 $ | 74.287.053 $ | |
|---|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 88.252.428 $ | -5.963.713 $ | 94.216.141 $ | +4.803.212 $ | 89.412.929 $ | +19.686.113 $ | 69.726.816 $ | |
|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | | | 94.061.690 $ | | | | | |
|---|
| Baader Bank Aktiengesellschaft | 80.387.532 $ | -8.822.762 $ | 89.210.294 $ | -3.928.393 $ | 93.138.687 $ | +19.330.080 $ | 73.808.607 $ | |
|---|
| COMPASS CAPITAL MANAGEMENT, INC | 80.623.726 $ | -12.084.189 $ | 92.707.915 $ | | | | | |
|---|
| RITHOLTZ WEALTH MANAGEMENT | 87.330.951 $ | -5.275.282 $ | 92.606.233 $ | | | | | |
|---|
| DRW Securities, LLC | 27.354.708 $ | -11.119.435 $ | 38.474.143 $ | -53.903.349 $ | 92.377.492 $ | +48.021.410 $ | 44.356.082 $ | |
|---|
| Summit Financial, LLC | | | | | 92.245.039 $ | +30.079.806 $ | 62.165.233 $ | |
|---|
| National Mutual Insurance Federation of Agricultural Cooperatives | 86.035.998 $ | -6.107.307 $ | 92.143.305 $ | +3.654.066 $ | 88.489.239 $ | +21.707.358 $ | 66.781.881 $ | |
|---|
| Thomasville National Bank | 86.226.061 $ | -5.698.669 $ | 91.924.730 $ | +3.978.165 $ | 87.946.565 $ | +18.649.946 $ | 69.296.619 $ | |
|---|
| Violich Capital Management, Inc. | 87.666.765 $ | -4.140.390 $ | 91.807.155 $ | +9.095.333 $ | 82.711.822 $ | +82.642.317 $ | 69.505 $ | |
|---|
| CULLINAN ASSOCIATES INC | 85.960.993 $ | -5.749.777 $ | 91.710.770 $ | +7.237.167 $ | 84.473.603 $ | +18.399.366 $ | 66.074.237 $ | |
|---|
| SVB WEALTH LLC | 74.554.442 $ | -14.262.073 $ | 88.816.515 $ | -2.640.146 $ | 91.456.661 $ | | | |
|---|
| Destination Wealth Management | 90.765.801 $ | -687.843 $ | 91.453.644 $ | +3.976.567 $ | 87.477.077 $ | +33.584.512 $ | 53.892.565 $ | |
|---|
| Suncoast Equity Management | 83.624.983 $ | -7.558.768 $ | 91.183.751 $ | +3.854.636 $ | 87.329.115 $ | +20.519.320 $ | 66.809.795 $ | |
|---|
| BDF-GESTION | 68.755.288 $ | -9.787.168 $ | 78.542.456 $ | -12.566.144 $ | 91.108.600 $ | +9.690.638 $ | 81.417.962 $ | |
|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 83.383.411 $ | -7.110.672 $ | 90.494.083 $ | +8.336.971 $ | 82.157.112 $ | +18.965.629 $ | 63.191.483 $ | |
|---|
| Bryn Mawr Trust Advisors, LLC | 84.882.714 $ | -5.439.466 $ | 90.322.180 $ | +2.695.454 $ | 87.626.726 $ | +22.240.084 $ | 65.386.642 $ | |
|---|
| Corvex Management LP | 83.985.933 $ | -5.961.782 $ | 89.947.715 $ | +3.566.997 $ | 86.380.718 $ | +21.190.115 $ | 65.190.603 $ | |
|---|
| One River Asset Management, LLC | 89.475.981 $ | | | | | | | |
|---|
| LOGAN CAPITAL MANAGEMENT INC | 79.941.291 $ | -9.423.987 $ | 89.365.278 $ | | | | | |
|---|
| Brooklyn Investment Group | 88.735.250 $ | +26.868.104 $ | 61.867.146 $ | +44.968.006 $ | 16.899.140 $ | -4.630.438 $ | 21.529.578 $ | |
|---|
| Asset Advisors Investment Management, LLC | 82.261.344 $ | -6.430.342 $ | 88.691.686 $ | +3.249.581 $ | 85.442.105 $ | +19.977.092 $ | 65.465.013 $ | |
|---|
| Maven Securities LTD | 88.270.070 $ | +43.837.682 $ | 44.432.388 $ | | | | | |
|---|
| Heritage Wealth Advisors | 87.542.848 $ | +1.599.412 $ | 85.943.436 $ | +4.163.561 $ | 81.779.875 $ | +20.323.810 $ | 61.456.065 $ | |
|---|
| New Age Alpha Advisors, LLC | 59.886.181 $ | -27.424.133 $ | 87.310.314 $ | | | | | |
|---|
| CIDEL ASSET MANAGEMENT INC | 76.067.620 $ | -10.825.226 $ | 86.892.846 $ | | | | | |
|---|
| VERUS CAPITAL PARTNERS, LLC | 81.347.952 $ | -5.482.122 $ | 86.830.074 $ | +1.917.793 $ | 84.912.281 $ | +20.976.119 $ | 63.936.162 $ | |
|---|
| GAMMA Investing LLC | 85.353.340 $ | -743.645 $ | 86.096.985 $ | +8.707.728 $ | 77.389.257 $ | +30.693.954 $ | 46.695.303 $ | |
|---|
| Plato Investment Management Ltd | 81.158.218 $ | -4.849.298 $ | 86.007.516 $ | +5.556.240 $ | 80.451.276 $ | +20.729.918 $ | 59.721.358 $ | |
|---|
| MERITAGE PORTFOLIO MANAGEMENT | 68.395.687 $ | -6.270.163 $ | 74.665.850 $ | -10.967.711 $ | 85.633.561 $ | +17.666.061 $ | 67.967.500 $ | |
|---|
| Cyndeo Wealth Partners, LLC | 82.482.899 $ | -3.081.234 $ | 85.564.133 $ | +2.059.037 $ | 83.505.096 $ | +21.984.209 $ | 61.520.887 $ | |
|---|
| LMCG INVESTMENTS, LLC | 75.903.503 $ | -9.429.782 $ | 85.333.285 $ | | | | | |
|---|
| Meridian Wealth Management, LLC | 82.673.685 $ | -2.351.364 $ | 85.025.049 $ | +4.850.508 $ | 80.174.541 $ | +19.618.864 $ | 60.555.677 $ | |
|---|
| First Long Island Investors, LLC | 77.842.992 $ | -6.109.970 $ | 83.952.962 $ | +4.435.507 $ | 79.517.455 $ | +19.387.860 $ | 60.129.595 $ | |
|---|
| SteelPeak Wealth, LLC | 60.330.209 $ | -23.583.952 $ | 83.914.161 $ | | | | | |
|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 74.824.358 $ | -8.970.625 $ | 83.794.983 $ | | | | | |
|---|
| Junto Capital Management LP | 83.243.093 $ | +4.255.200 $ | 78.987.893 $ | +39.510.451 $ | 39.477.442 $ | -11.564.712 $ | 51.042.154 $ | |
|---|
| Night Owl Capital Management, LLC | 83.154.354 $ | +6.391.310 $ | 76.763.044 $ | +3.638.546 $ | 73.124.498 $ | +23.827.341 $ | 49.297.157 $ | |
|---|
| RIT CAPITAL PARTNERS PLC | | | 82.999.885 $ | | | | | |
|---|
| Provident Investment Management, Inc. | 75.662.532 $ | -7.063.237 $ | 82.725.769 $ | | | | | |
|---|
| Estabrook Capital Management | 73.621.956 $ | -7.885.246 $ | 81.507.202 $ | +2.559.282 $ | 78.947.920 $ | +17.907.254 $ | 61.040.666 $ | |
|---|
| NIXON PEABODY TRUST CO | 73.907.776 $ | -7.500.497 $ | 81.408.273 $ | +2.880.167 $ | 78.528.106 $ | +18.707.833 $ | 59.820.273 $ | |
|---|
| NORTH STAR ASSET MANAGEMENT INC | 76.087.772 $ | -5.303.719 $ | 81.391.491 $ | +2.255.600 $ | 79.135.891 $ | +20.477.947 $ | 58.657.944 $ | |
|---|
| WASHINGTON TRUST BANK | 76.160.962 $ | -4.887.855 $ | 81.048.817 $ | +9.262.108 $ | 71.786.709 $ | +31.455.183 $ | 40.331.526 $ | |
|---|
| Narwhal Capital Management | 78.055.007 $ | -2.780.746 $ | 80.835.753 $ | | | | | |
|---|
| UNIVEST FINANCIAL Corp | 75.149.394 $ | -5.418.584 $ | 80.567.978 $ | | | | | |
|---|
| ADELL HARRIMAN & CARPENTER INC | 77.555.760 $ | -2.920.675 $ | 80.476.435 $ | +4.269.785 $ | 76.206.650 $ | +18.225.014 $ | 57.981.636 $ | |
|---|
| PATTEN & PATTEN INC/TN | 72.872.193 $ | -7.514.770 $ | 80.386.963 $ | +2.792.822 $ | 77.594.141 $ | +17.641.372 $ | 59.952.769 $ | |
|---|
| Smith Group Asset Management, LLC | 80.315.257 $ | +246.920 $ | 80.068.337 $ | | | | | |
|---|
| Bard Financial Services, Inc. | | | 79.548.726 $ | +3.813.679 $ | 75.735.047 $ | +17.818.454 $ | 57.916.593 $ | |
|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 74.543.971 $ | -4.925.428 $ | 79.469.399 $ | | | | | |
|---|
| BLB&B Advisors, LLC | 73.203.921 $ | -6.145.091 $ | 79.349.012 $ | | | | | |
|---|
| Aquatic Capital Management LLC | 27.849.258 $ | -51.448.887 $ | 79.298.145 $ | +18.923.421 $ | | | 60.374.724 $ | |
|---|
| FERNBRIDGE CAPITAL MANAGEMENT LP | | | | | | | 79.013.964 $ | |
|---|
| WAYCROSS PARTNERS, LLC | 76.015.392 $ | -2.897.916 $ | 78.913.308 $ | +3.855.134 $ | 75.058.174 $ | +20.197.553 $ | 54.860.621 $ | |
|---|
| Annex Advisory Services, LLC | 78.837.235 $ | +16.006.988 $ | 62.830.247 $ | +4.861.558 $ | 57.968.689 $ | +17.137.110 $ | 40.831.579 $ | |
|---|
| BURNEY CO/ | 78.582.392 $ | +4.360.920 $ | 74.221.472 $ | +11.419.648 $ | 62.801.824 $ | +16.335.489 $ | 46.466.335 $ | |
|---|
| TRUST CO OF TOLEDO NA /OH/ | 72.310.862 $ | -5.892.336 $ | 78.203.198 $ | +3.503.657 $ | 74.699.541 $ | +17.586.205 $ | 57.113.336 $ | |
|---|
| Dynamic Advisor Solutions LLC | 65.629.899 $ | -12.501.441 $ | 78.131.340 $ | +3.231.742 $ | 74.899.598 $ | +17.963.987 $ | 56.935.611 $ | |
|---|
| GTS SECURITIES LLC | 78.127.360 $ | +40.676.985 $ | 37.450.375 $ | +22.505.692 $ | 14.944.683 $ | -12.672.759 $ | 27.617.442 $ | |
|---|
| FISHMAN JAY A LTD/MI | 72.681.647 $ | -5.320.943 $ | 78.002.590 $ | +2.092.011 $ | 75.910.579 $ | +19.074.023 $ | 56.836.556 $ | |
|---|
| TOWER BRIDGE ADVISORS | 68.570.475 $ | -9.263.350 $ | 77.833.825 $ | +1.833.628 $ | 76.000.197 $ | +17.218.307 $ | 58.781.890 $ | |
|---|
| Granite Investment Partners, LLC | 71.288.490 $ | -3.674.931 $ | 74.963.421 $ | -2.837.472 $ | 77.800.893 $ | +17.893.154 $ | 59.907.739 $ | |
|---|
| M & L Capital Management Ltd | 72.639.724 $ | -5.156.366 $ | 77.796.090 $ | +2.823.083 $ | 74.973.007 $ | +18.589.429 $ | 56.383.578 $ | |
|---|
| V-Square Quantitative Management LLC | 65.513.860 $ | -12.193.661 $ | 77.707.521 $ | +7.379.716 $ | 70.327.805 $ | +16.948.849 $ | 53.378.956 $ | |
|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 75.756.620 $ | -1.882.156 $ | 77.638.776 $ | | | | | |
|---|
| HOLLENCREST CAPITAL MANAGEMENT | 73.001.051 $ | -4.004.671 $ | 77.005.722 $ | +1.534.995 $ | 75.470.727 $ | +19.917.044 $ | 55.553.683 $ | |
|---|
| LGT Fund Management Co Ltd. | 70.649.014 $ | -6.327.313 $ | 76.976.327 $ | +4.615.110 $ | 72.361.217 $ | +12.341.987 $ | 60.019.230 $ | |
|---|
| Boston Common Asset Management, LLC | 70.228.878 $ | -6.500.753 $ | 76.729.631 $ | +1.392.410 $ | 75.337.221 $ | +16.825.932 $ | 58.511.289 $ | |
|---|
| Sowell Financial Services LLC | 69.999.611 $ | -3.182.041 $ | 73.181.652 $ | -3.113.224 $ | 76.294.876 $ | +18.637.320 $ | 57.657.556 $ | |
|---|
| China Universal Asset Management Co., Ltd. | 69.862.778 $ | -5.795.732 $ | 75.658.510 $ | +5.526.187 $ | 70.132.323 $ | +8.535.329 $ | 61.596.994 $ | |
|---|
| Kepler Cheuvreux (Suisse) SA | 66.998.186 $ | -7.589.180 $ | 74.587.366 $ | | | | | |
|---|
| FRG Family Wealth Advisors LLC | 68.336.364 $ | -5.643.799 $ | 73.980.163 $ | +2.654.234 $ | 71.325.929 $ | +17.013.494 $ | 54.312.435 $ | |
|---|
| PARSONS CAPITAL MANAGEMENT INC/RI | 62.845.101 $ | -4.466.265 $ | 67.311.366 $ | +1.214.401 $ | 66.096.965 $ | -7.129.331 $ | 73.226.296 $ | |
|---|
| MONTAG A & ASSOCIATES INC | 67.017.630 $ | -6.186.848 $ | 73.204.478 $ | +5.442.375 $ | 67.762.103 $ | +13.699.470 $ | 54.062.633 $ | |
|---|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 68.984.728 $ | -3.891.229 $ | 72.875.957 $ | +2.957.349 $ | 69.918.608 $ | +19.457.792 $ | 50.460.816 $ | |
|---|
| Ascent Group, LLC | 68.971.946 $ | -3.857.676 $ | 72.829.622 $ | +18.370.514 $ | 54.459.108 $ | +10.242.660 $ | 44.216.448 $ | |
|---|
| WEDGE CAPITAL MANAGEMENT L L P/NC | 63.409.836 $ | -9.270.462 $ | 72.680.298 $ | +1.776.990 $ | 70.903.308 $ | +12.605.992 $ | 58.297.316 $ | |
|---|
| MIRAE ASSET SECURITIES (USA) INC. | 72.639.724 $ | +46.710.629 $ | 25.929.095 $ | -33.838.696 $ | 59.767.791 $ | | | |
|---|
| Garde Capital, Inc. | 72.627.421 $ | +11.575.110 $ | 61.052.311 $ | +6.516.092 $ | 54.536.219 $ | +14.558.725 $ | 39.977.494 $ | |
|---|
| ALBION FINANCIAL GROUP /UT | 63.406.713 $ | -8.829.848 $ | 72.236.561 $ | +3.043.402 $ | 69.193.159 $ | +17.246.135 $ | 51.947.024 $ | |
|---|
| ACADEMY CAPITAL MANAGEMENT | 63.518.167 $ | -4.921.156 $ | 68.439.323 $ | -3.792.636 $ | 72.231.959 $ | +18.182.129 $ | 54.049.830 $ | |
|---|
| LEVIN CAPITAL STRATEGIES, L.P. | 67.051.049 $ | -5.017.460 $ | 72.068.509 $ | +3.380.670 $ | 68.687.839 $ | +17.036.428 $ | 51.651.411 $ | |
|---|
| Roundview Capital LLC | 68.354.852 $ | -3.555.002 $ | 71.909.854 $ | +2.880.396 $ | 69.029.458 $ | +17.199.735 $ | 51.829.723 $ | |
|---|
| FIRST AMERICAN TRUST, FSB | 67.290.826 $ | -4.557.644 $ | 71.848.470 $ | +4.040.083 $ | 67.808.387 $ | +16.640.318 $ | 51.168.069 $ | |
|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 65.545.251 $ | -5.339.690 $ | 70.884.941 $ | +2.137.228 $ | 68.747.713 $ | +16.326.686 $ | 52.421.027 $ | |
|---|
| Hemenway Trust Co LLC | 66.294.816 $ | -4.578.754 $ | 70.873.570 $ | +320.856 $ | 70.552.714 $ | +17.289.362 $ | 53.263.352 $ | |
|---|
| Leonteq Securities AG | 59.319.872 $ | -11.255.487 $ | 70.575.359 $ | +7.851.451 $ | 62.723.908 $ | +13.755.804 $ | 48.968.104 $ | |
|---|
| Penobscot Investment Management Company, Inc. | 65.274.135 $ | -5.258.164 $ | 70.532.299 $ | | | | | |
|---|
| Spire Wealth Management | 66.345.482 $ | -4.181.658 $ | 70.527.140 $ | +5.070.715 $ | 65.456.425 $ | -3.268.974 $ | 68.725.399 $ | |
|---|
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 70.407.334 $ | | | | | | | |
|---|
| Gerber Kawasaki Wealth & Investment Management | 64.782.057 $ | -5.349.461 $ | 70.131.518 $ | +3.171.700 $ | 66.959.818 $ | +15.616.585 $ | 51.343.233 $ | |
|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 70.124.900 $ | | | | | | | |
|---|
| CreativeOne Wealth, LLC | 66.720.390 $ | -3.126.529 $ | 69.846.919 $ | +4.591.346 $ | 65.255.573 $ | +19.160.387 $ | 46.095.186 $ | |
|---|
| Baltimore-Washington Financial Advisors, Inc. | 67.085.210 $ | -2.556.101 $ | 69.641.311 $ | +3.604.926 $ | 66.036.385 $ | +18.672.241 $ | 47.364.144 $ | |
|---|
| Jackson Wealth Management, LLC | 65.579.000 $ | -3.706.000 $ | 69.285.000 $ | +3.417.000 $ | 65.868.000 $ | +15.466.000 $ | 50.402.000 $ | |
|---|
| BAXTER BROS INC | 63.144.153 $ | -5.826.711 $ | 68.970.864 $ | +1.963.649 $ | 67.007.215 $ | +15.957.464 $ | 51.049.751 $ | |
|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 60.795.446 $ | -7.665.169 $ | 68.460.615 $ | +380.068 $ | 68.080.547 $ | +18.711.258 $ | 49.369.289 $ | |
|---|
| Palisade Asset Management, LLC | 61.994.281 $ | -6.428.986 $ | 68.423.267 $ | +1.156.523 $ | 67.266.744 $ | +15.790.264 $ | 51.476.480 $ | |
|---|
| EQUITABLE TRUST CO | 62.953.299 $ | -5.421.281 $ | 68.374.580 $ | +2.677.662 $ | 65.696.918 $ | +17.069.648 $ | 48.627.270 $ | |
|---|
| Stonebridge Capital Advisors LLC | 64.798.481 $ | -3.386.613 $ | 68.185.094 $ | +2.364.676 $ | 65.820.418 $ | +16.134.501 $ | 49.685.917 $ | |
|---|
| Stony Point Capital LLC | 65.010.134 $ | -2.865.660 $ | 67.875.794 $ | +38.049.182 $ | | | 29.826.612 $ | |
|---|
| Nellore Capital Management LLC | 46.282.434 $ | -19.341.831 $ | 65.624.265 $ | -2.122.974 $ | 67.747.239 $ | | | |
|---|
| HS Management Partners, LLC | 26.273.624 $ | -15.988.506 $ | 42.262.130 $ | -24.915.578 $ | 67.177.708 $ | +9.098.118 $ | 58.079.590 $ | |
|---|
| BURNS J W & CO INC/NY | 62.179.137 $ | -4.751.445 $ | 66.930.582 $ | +1.762.884 $ | 65.167.698 $ | +15.585.998 $ | 49.581.700 $ | |
|---|
| Chicago Partners Investment Group LLC | 57.169.742 $ | -8.641.850 $ | 65.811.592 $ | +6.729.472 $ | 59.082.120 $ | +10.439.468 $ | 48.642.652 $ | |
|---|
| Beaumont Financial Advisors, LLC | 52.401.247 $ | -10.922.394 $ | 63.323.641 $ | -2.471.452 $ | 65.795.093 $ | +15.625.508 $ | 50.169.585 $ | |
|---|
| TWIN CAPITAL MANAGEMENT INC | 50.261.659 $ | -4.275.886 $ | 54.537.545 $ | -11.107.642 $ | 65.645.187 $ | +16.527.282 $ | 49.117.905 $ | |
|---|
| Manchester Global Management (UK) Ltd | 12.503.995 $ | -52.677.423 $ | 65.181.418 $ | +6.564.137 $ | 58.617.281 $ | +36.414.839 $ | 22.202.442 $ | |
|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | | | 65.158.666 $ | +2.099.293 $ | 63.059.373 $ | +16.245.319 $ | 46.814.054 $ | |
|---|
| Van Cleef Asset Management,Inc | 60.032.502 $ | -4.829.519 $ | 64.862.021 $ | +2.200.028 $ | 62.661.993 $ | +15.152.262 $ | 47.509.731 $ | |
|---|
| PETREDIS INVESTMENT ADVISORS LLC | 59.790.196 $ | -5.069.849 $ | 64.860.045 $ | | | | | |
|---|
| One Capital Management, LLC | 62.967.526 $ | -1.874.561 $ | 64.842.087 $ | +3.500.057 $ | 61.342.030 $ | +23.926.403 $ | 37.415.627 $ | |
|---|
| Alua Capital Management LP | 64.321.460 $ | | | | | | | |
|---|
| MASTERINVEST Kapitalanlage GmbH | 58.117.852 $ | -5.659.924 $ | 63.777.776 $ | +1.244.385 $ | 62.533.391 $ | | | |
|---|
| JONES ROAD CAPITAL MANAGEMENT, L.P. | 1.402.498 $ | -62.253.557 $ | 63.656.055 $ | +32.269.484 $ | 31.386.571 $ | +29.885.011 $ | 1.501.560 $ | |
|---|
| BANK OF HAWAII | 60.113.493 $ | -1.043.464 $ | 61.156.957 $ | -2.099.673 $ | 63.256.630 $ | +15.892.548 $ | 47.364.082 $ | |
|---|
| PITTENGER & ANDERSON INC | 59.108.631 $ | -3.960.188 $ | 63.068.819 $ | +2.845.287 $ | 60.223.532 $ | +13.683.344 $ | 46.540.188 $ | |
|---|
| HOEY INVESTMENTS, INC | 58.597.987 $ | -4.379.082 $ | 62.977.069 $ | +2.875.584 $ | 60.101.485 $ | +17.697.572 $ | 42.403.913 $ | |
|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 58.887.506 $ | -4.088.999 $ | 62.976.505 $ | +1.312.587 $ | 61.663.918 $ | +17.246.272 $ | 44.417.646 $ | |
|---|
| U.S. Capital Wealth Advisors, LLC | 59.292.749 $ | -3.458.634 $ | 62.751.383 $ | +1.601.233 $ | 61.150.150 $ | +11.513.113 $ | 49.637.037 $ | |
|---|
| Diversify Advisory Services, LLC | 49.670.441 $ | -12.918.059 $ | 62.588.500 $ | | | | | |
|---|
| SCS Capital Management LLC | 52.517.170 $ | -6.635.885 $ | 59.153.055 $ | -3.390.847 $ | 62.543.902 $ | +34.291.953 $ | 28.251.949 $ | |
|---|
| Greenbrier Partners Capital Management, LLC | 57.883 $ | -62.014.799 $ | 62.072.682 $ | +2.461.579 $ | 59.611.103 $ | | | |
|---|
| Auxano Advisors, LLC | 56.238.677 $ | -5.821.096 $ | 62.059.773 $ | | | | | |
|---|
| NZS Capital, LLC | 35.811.094 $ | -2.542.068 $ | 38.353.162 $ | +1.520.946 $ | 36.832.216 $ | -25.071.847 $ | 61.904.063 $ | |
|---|
| Addenda Capital Inc. | 61.733.609 $ | | | | | | | |
|---|
| Fiduciary Alliance LLC | 56.193.826 $ | -5.539.444 $ | 61.733.270 $ | +1.524.428 $ | 60.208.842 $ | +21.847.063 $ | 38.361.779 $ | |
|---|
| JAG CAPITAL MANAGEMENT, LLC | 56.506.872 $ | -5.080.186 $ | 61.587.058 $ | +7.300.827 $ | 54.286.231 $ | +13.749.292 $ | 40.536.939 $ | |
|---|
| MARTINGALE ASSET MANAGEMENT L P | 52.303.020 $ | -4.867.266 $ | 57.170.286 $ | -4.103.165 $ | 61.273.451 $ | +13.288.098 $ | 47.985.353 $ | |
|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 60.830.845 $ | +4.029.373 $ | 56.801.472 $ | +1.834.319 $ | 54.967.153 $ | +13.347.094 $ | 41.620.059 $ | |
|---|
| FIRST HORIZON CORP | 56.650.763 $ | -4.120.829 $ | 60.771.592 $ | | | | | |
|---|
| Geneos Wealth Management Inc. | 49.719.244 $ | -2.286.095 $ | 52.005.339 $ | -8.538.983 $ | 60.544.322 $ | +26.107.573 $ | 34.436.749 $ | |
|---|
| WCG Wealth Advisors LLC | 60.232.681 $ | +25.954.718 $ | 34.277.963 $ | +445.603 $ | 33.832.360 $ | +7.744.637 $ | 26.087.723 $ | |
|---|
| Auto-Owners Insurance Co | 60.116.384 $ | +4.771.873 $ | 55.344.511 $ | +1.850.553 $ | 53.493.958 $ | +46.520.518 $ | 6.973.440 $ | |
|---|
| Ledyard National Bank | 54.036.797 $ | -6.047.475 $ | 60.084.272 $ | +1.023.300 $ | 59.060.972 $ | +13.677.447 $ | 45.383.525 $ | |
|---|
| Iron Gate Global Advisors LLC | 55.733.730 $ | -4.254.722 $ | 59.988.452 $ | | | | | |
|---|
| SPINNAKER TRUST | 57.377.713 $ | -2.546.042 $ | 59.923.755 $ | +2.357.501 $ | 57.566.254 $ | +14.795.819 $ | 42.770.435 $ | |
|---|
| S-Bank Fund Management Ltd | 53.880.588 $ | -6.022.920 $ | 59.903.508 $ | +995.739 $ | 58.907.769 $ | +7.201.926 $ | 51.705.843 $ | |
|---|
| IFP Advisors, Inc | 59.765.276 $ | +4.023.497 $ | 55.741.779 $ | +5.108.886 $ | 50.632.893 $ | +11.704.859 $ | 38.928.034 $ | |
|---|
| BTC Capital Management, Inc. | 57.901.406 $ | -1.797.509 $ | 59.698.915 $ | | | | | |
|---|
| Marathon Trading Investment Management LLC | 59.658.396 $ | +49.661.961 $ | 9.996.435 $ | +2.560.155 $ | 7.436.280 $ | +1.754.377 $ | 5.681.903 $ | |
|---|
| ExodusPoint Capital Management, LP | 52.224.589 $ | -7.376.327 $ | 59.600.916 $ | +59.588.390 $ | | | 12.526 $ | |
|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 59.424.591 $ | +20.381.623 $ | 39.042.968 $ | +18.221.062 $ | 20.821.906 $ | +5.212.254 $ | 15.609.652 $ | |
|---|
| Capital Investment Services of America, Inc. | 53.193.455 $ | -6.221.205 $ | 59.414.660 $ | +2.162.675 $ | 57.251.985 $ | +14.005.484 $ | 43.246.501 $ | |
|---|
| SAGESPRING WEALTH PARTNERS, LLC | 56.323.198 $ | -3.053.213 $ | 59.376.411 $ | +4.808.288 $ | 54.568.123 $ | +18.891.184 $ | 35.676.939 $ | |
|---|
| Vantage Investment Partners, LLC | 54.957.610 $ | -4.412.409 $ | 59.370.019 $ | +446.830 $ | 58.923.189 $ | +22.459.306 $ | 36.463.883 $ | |
|---|
| Wedmont Private Capital | 53.335.764 $ | -5.735.840 $ | 59.071.604 $ | +6.325.035 $ | 52.746.569 $ | +14.266.246 $ | 38.480.323 $ | |
|---|
| COERENTE CAPITAL MANAGEMENT | 54.454.644 $ | -2.749.307 $ | 57.203.951 $ | -1.681.434 $ | 58.885.385 $ | +13.487.220 $ | 45.398.165 $ | |
|---|
| Meridiem Capital Partners LP | | | 58.611.740 $ | | | | | |
|---|
| Financiere des Professionnels - Fonds d'investissement inc. | 52.386.686 $ | -6.224.537 $ | 58.611.223 $ | +614.211 $ | 57.997.012 $ | +18.758.246 $ | 39.238.766 $ | |
|---|
| NJ State Employees Deferred Compensation Plan | | | 58.574.966 $ | | | | | |
|---|
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 54.869.111 $ | -3.591.332 $ | 58.460.443 $ | +2.808.659 $ | 55.651.784 $ | +13.873.880 $ | 41.777.904 $ | |
|---|
| Kovack Advisors, Inc. | 58.443.880 $ | +31.725.936 $ | 26.717.944 $ | | | | | |
|---|
| PFG Advisors | 34.447.082 $ | -23.459.485 $ | 57.906.567 $ | | | | | |
|---|
| B. Riley Wealth Advisors, Inc. | 53.379.392 $ | -4.456.261 $ | 57.835.653 $ | | | | | |
|---|
| WILSEY ASSET MANAGEMENT INC | 53.838.997 $ | -3.821.787 $ | 57.660.784 $ | +2.254.284 $ | 55.406.500 $ | +13.597.439 $ | 41.809.061 $ | |
|---|
| Visionary Wealth Advisors | 57.608.923 $ | +14.930 $ | 57.593.993 $ | +2.294.132 $ | 55.299.861 $ | +19.729.013 $ | 35.570.848 $ | |
|---|
| Stillwater Capital Advisors, LLC | 53.781.948 $ | -3.821.279 $ | 57.603.227 $ | +1.695.304 $ | 55.907.923 $ | +13.247.510 $ | 42.660.413 $ | |
|---|
| VestGen Advisors, LLC | 43.902.923 $ | -13.567.302 $ | 57.470.225 $ | +10.974.840 $ | 46.495.385 $ | +12.591.833 $ | 33.903.552 $ | |
|---|
| Willis Investment Counsel | 54.682.913 $ | -2.718.378 $ | 57.401.291 $ | +2.209.175 $ | 55.192.116 $ | +16.054.705 $ | 39.137.411 $ | |
|---|
| JOURNEY STRATEGIC WEALTH LLC | 52.879.905 $ | -4.257.145 $ | 57.137.050 $ | +2.355.022 $ | 54.782.028 $ | +22.316.905 $ | 32.465.123 $ | |
|---|
| Joel Isaacson & Co., LLC | 57.024.900 $ | +2.018.885 $ | 55.006.015 $ | | | | | |
|---|
| PKO Investment Management Joint-Stock Co | 54.165.440 $ | -2.809.060 $ | 56.974.500 $ | +16.186.880 $ | 40.787.620 $ | +1.747.060 $ | 39.040.560 $ | |
|---|
| GERMAN AMERICAN BANCORP, INC. | 52.493.081 $ | -4.188.776 $ | 56.681.857 $ | +16.626.995 $ | | | 40.054.862 $ | |
|---|
| FIDELIS CAPITAL PARTNERS, LLC | 54.966.366 $ | -1.314.154 $ | 56.280.520 $ | | | | | |
|---|
| ANDERSON HOAGLAND & CO | 51.435.405 $ | -4.781.334 $ | 56.216.739 $ | +1.938.365 $ | 54.278.374 $ | +15.402.643 $ | 38.875.731 $ | |
|---|
| 180 WEALTH ADVISORS, LLC | 52.242.115 $ | -3.973.433 $ | 56.215.548 $ | | | | | |
|---|
| RAM Investment Partners, LLC | 51.628.859 $ | -4.455.208 $ | 56.084.067 $ | +484.794 $ | 55.599.273 $ | +22.285.448 $ | 33.313.825 $ | |
|---|
| Smartleaf Asset Management LLC | 55.947.429 $ | +5.703.316 $ | 50.244.113 $ | +15.420.737 $ | 34.823.376 $ | +4.968.701 $ | 29.854.675 $ | |
|---|
| Venturi Wealth Management, LLC | 55.714.645 $ | -158.198 $ | 55.872.843 $ | +2.074.027 $ | 53.798.816 $ | +12.502.226 $ | 41.296.590 $ | |
|---|
| Circle Wealth Management, LLC | 52.379.055 $ | -3.471.599 $ | 55.850.654 $ | +3.020.143 $ | 52.830.511 $ | +14.703.680 $ | 38.126.831 $ | |
|---|
| Rollins Financial Advisors, LLC | 51.091.756 $ | -4.614.519 $ | 55.706.275 $ | +1.416.281 $ | 54.289.994 $ | +11.715.116 $ | 42.574.878 $ | |
|---|
| Symmetry Investments LP | 46.427.036 $ | -8.751.731 $ | 55.178.767 $ | +28.251.477 $ | 26.927.290 $ | +15.295.455 $ | 11.631.835 $ | |
|---|
| Blue Trust, Inc. | 50.823.599 $ | -4.269.347 $ | 55.092.946 $ | +1.907.853 $ | 53.185.093 $ | +14.198.503 $ | 38.986.590 $ | |
|---|
| SAWGRASS ASSET MANAGEMENT LLC | 46.718.660 $ | -2.725.883 $ | 49.444.543 $ | -5.647.594 $ | 55.092.137 $ | +6.636.420 $ | 48.455.717 $ | |
|---|
| Ramsay, Stattman, Vela & Price, Inc. | 50.923.735 $ | -3.886.770 $ | 54.810.505 $ | +1.047.448 $ | 53.763.057 $ | +11.606.760 $ | 42.156.297 $ | |
|---|
| Orion Investment Co | 51.045.758 $ | -3.604.344 $ | 54.650.102 $ | +2.213.979 $ | 52.436.123 $ | +12.616.136 $ | 39.819.987 $ | |
|---|
| Alberta Investment Management Corp | | | 54.500.253 $ | | | | | |
|---|
| Wellington Shields Capital Management, LLC | 54.314.881 $ | -26.481 $ | 54.341.362 $ | +1.917.776 $ | 52.423.586 $ | | | |
|---|
| ALERUS FINANCIAL NA | 50.995.311 $ | -3.323.141 $ | 54.318.452 $ | +595.188 $ | 53.723.264 $ | +13.240.455 $ | 40.482.809 $ | |
|---|
| Savvy Advisors, Inc. | 53.913.405 $ | +7.149.199 $ | 46.764.206 $ | +3.574.642 $ | 43.189.564 $ | +21.534.012 $ | 21.655.552 $ | |
|---|
| Heritage Trust Co | 49.761.599 $ | -3.874.228 $ | 53.635.827 $ | +949.646 $ | 52.686.181 $ | +11.766.400 $ | 40.919.781 $ | |
|---|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 53.603.178 $ | +53.005.072 $ | 598.106 $ | | | | | |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | | | | | | | 53.411.045 $ | |
|---|
| Anchor Investment Management, LLC | 50.273.729 $ | -3.106.080 $ | 53.379.809 $ | +2.306.460 $ | 51.073.349 $ | +11.646.199 $ | 39.427.150 $ | |
|---|
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 44.665.692 $ | -3.070.134 $ | 47.735.826 $ | -5.575.086 $ | 53.310.912 $ | +12.972.253 $ | 40.338.659 $ | |
|---|
| United Asset Strategies, Inc. | 50.838.029 $ | -2.454.067 $ | 53.292.096 $ | +1.005.920 $ | 52.286.176 $ | +13.045.223 $ | 39.240.953 $ | |
|---|
| QUEST INVESTMENT MANAGEMENT LLC | 47.616.642 $ | -5.589.082 $ | 53.205.724 $ | +1.513.604 $ | 51.692.120 $ | +14.599.834 $ | 37.092.286 $ | |
|---|
| FIRST MERCHANTS CORP | 50.860.380 $ | -2.264.716 $ | 53.125.096 $ | +649.336 $ | 52.475.760 $ | +11.825.152 $ | 40.650.608 $ | |
|---|
| Strategic Wealth Partners, Ltd. | | | 49.769.553 $ | -3.256.000 $ | 53.025.553 $ | | | |
|---|
| LYNCH & ASSOCIATES/IN | 49.007.294 $ | -3.870.894 $ | 52.878.188 $ | +1.185.865 $ | 51.692.323 $ | +12.453.570 $ | 39.238.753 $ | |
|---|
| SHUFRO ROSE & CO LLC | 52.785.042 $ | +12.211.069 $ | 40.573.973 $ | -743.763 $ | 41.317.736 $ | -578.101 $ | 41.895.837 $ | |
|---|
| GREENWOOD GEARHART INC | 49.033.328 $ | -3.628.265 $ | 52.661.593 $ | | | | | |
|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 51.668.994 $ | -972.854 $ | 52.641.848 $ | +12.637.649 $ | 40.004.199 $ | +10.120.151 $ | 29.884.048 $ | |
|---|
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | | | 52.454.350 $ | +2.253.246 $ | 50.201.104 $ | -1.174.396 $ | 51.375.500 $ | |
|---|
| AUXIER ASSET MANAGEMENT LLC | 47.504.105 $ | -4.604.305 $ | 52.108.410 $ | +1.893.330 $ | 50.215.080 $ | +12.159.507 $ | 38.055.573 $ | |
|---|
| Blue Chip Partners, LLC | 48.750.357 $ | -3.153.432 $ | 51.903.789 $ | +1.729.980 $ | 50.173.809 $ | +12.905.442 $ | 37.268.367 $ | |
|---|
| WEATHERLY ASSET MANAGEMENT L. P. | 47.761.948 $ | -4.081.315 $ | 51.843.263 $ | +1.148.745 $ | 50.694.518 $ | +11.994.383 $ | 38.700.135 $ | |
|---|
| Procyon Advisors, LLC | 37.530.350 $ | +1.398.102 $ | 36.132.248 $ | +135.935 $ | 35.996.313 $ | -15.805.126 $ | 51.801.439 $ | |
|---|
| MEANS INVESTMENT CO., INC. | 49.179.801 $ | -2.411.780 $ | 51.591.581 $ | +1.527.943 $ | 50.063.638 $ | +12.440.665 $ | 37.622.973 $ | |
|---|
| McIlrath & Eck, LLC | 51.464.878 $ | +30.609.466 $ | 20.855.412 $ | | | | | |
|---|
| AMERICAN NATIONAL BANK & TRUST | 47.843.559 $ | -3.383.768 $ | 51.227.327 $ | +1.097.352 $ | 50.129.975 $ | +12.222.717 $ | 37.907.258 $ | |
|---|
| Clarkston Capital Partners, LLC | 47.249.328 $ | -3.810.795 $ | 51.060.123 $ | +1.135.243 $ | 49.924.880 $ | +11.312.406 $ | 38.612.474 $ | |
|---|
| Y-Intercept (Hong Kong) Ltd | 51.034.000 $ | +34.150.384 $ | 16.883.616 $ | +8.790.958 $ | | | 8.092.658 $ | |
|---|
| TenCore Partners, LP | 40.847.029 $ | -7.602.532 $ | 48.449.561 $ | -2.580.228 $ | 51.029.789 $ | +9.475.618 $ | 41.554.171 $ | |
|---|
| STEADFAST CAPITAL MANAGEMENT LP | 4.110.770 $ | -46.648.330 $ | 50.759.100 $ | | | | | |
|---|
| Te Ahumairangi Investment Management Ltd | 49.575.403 $ | -1.006.040 $ | 50.581.443 $ | +50.535.223 $ | 46.220 $ | +11.008 $ | 35.212 $ | |
|---|
| Apella Capital, LLC | 49.632.792 $ | +6.788.988 $ | 42.843.804 $ | +3.115.142 $ | 39.728.662 $ | +8.976.597 $ | 30.752.065 $ | |
|---|
| INSIGNEO ADVISORY SERVICES, LLC | 47.341.767 $ | -2.102.683 $ | 49.444.450 $ | +4.784.339 $ | 44.660.111 $ | +13.135.392 $ | 31.524.719 $ | |
|---|
| Bath Savings Trust Co | 45.899.891 $ | -3.493.893 $ | 49.393.784 $ | +1.856.310 $ | 47.537.474 $ | +11.507.542 $ | 36.029.932 $ | |
|---|
| Verdence Capital Advisors LLC | 44.059.483 $ | -5.287.857 $ | 49.347.340 $ | +3.794.359 $ | 45.552.981 $ | +14.020.664 $ | 31.532.317 $ | |
|---|
| Laurion Capital Management LP | 49.329.240 $ | +41.811.196 $ | 7.518.044 $ | | | | | |
|---|
| Milestones Administradora de Recursos Ltda. | 42.401.384 $ | -3.735.012 $ | 46.136.396 $ | -3.093.267 $ | 49.229.663 $ | +11.344.553 $ | 37.885.110 $ | |
|---|
| RPO LLC | 49.087.430 $ | +4.543.730 $ | 44.543.700 $ | | | | | |
|---|
| Capco Asset Management, LLC | 34.139.219 $ | -3.075.299 $ | 37.214.518 $ | -11.406.630 $ | 48.621.148 $ | +11.163.745 $ | 37.457.403 $ | |
|---|
| LEE DANNER & BASS INC | 46.096.516 $ | -2.474.991 $ | 48.571.507 $ | +657.299 $ | 47.914.208 $ | +11.477.037 $ | 36.437.171 $ | |
|---|
| HARBOR INVESTMENT ADVISORY, LLC | 47.551.815 $ | -830.784 $ | 48.382.599 $ | +2.473.594 $ | 45.909.005 $ | +11.209.982 $ | 34.699.023 $ | |
|---|
| Polar Asset Management Partners Inc. | 48.362.000 $ | | | | | | | |
|---|
| RWWM, Inc. | 44.686.488 $ | -3.400.508 $ | 48.086.996 $ | | | | | |
|---|
| Stratos Investment Management, LLC | 45.231.964 $ | -2.787.339 $ | 48.019.303 $ | +2.765.863 $ | 45.253.440 $ | +12.565.375 $ | 32.688.065 $ | |
|---|
| Sound View Wealth Advisors Group, LLC | 44.853.638 $ | -3.097.712 $ | 47.951.350 $ | | | | | |
|---|
| ProVise Management Group, LLC | 45.262.167 $ | -2.551.473 $ | 47.813.640 $ | | | | | |
|---|
| Icon Wealth Advisors, LLC | 44.461.352 $ | -3.245.351 $ | 47.706.703 $ | +597.412 $ | 47.109.291 $ | +16.086.656 $ | 31.022.635 $ | |
|---|
| CapWealth Advisors, LLC | 42.917.447 $ | -4.702.258 $ | 47.619.705 $ | +1.505.539 $ | 46.114.166 $ | +11.206.160 $ | 34.908.006 $ | |
|---|
| HOHIMER WEALTH MANAGEMENT, LLC | 44.381.105 $ | -3.237.838 $ | 47.618.943 $ | +3.584.748 $ | 44.034.195 $ | +10.745.343 $ | 33.288.852 $ | |
|---|
| Limestone Investment Advisors LP | 26.905.231 $ | -20.456.117 $ | 47.361.348 $ | | | | | |
|---|
| Ceredex Value Advisors LLC | | | 38.375.952 $ | -8.940.174 $ | 47.316.126 $ | +4.855.388 $ | 42.460.738 $ | |
|---|
| Knollwood Investment Advisory, LLC | 47.114.744 $ | -199.471 $ | 47.314.215 $ | +1.935.501 $ | 45.378.714 $ | +11.131.884 $ | 34.246.830 $ | |
|---|
| LEAVELL INVESTMENT MANAGEMENT, INC. | 43.063.635 $ | -4.212.736 $ | 47.276.371 $ | +614.847 $ | 46.661.524 $ | +11.436.204 $ | 35.225.320 $ | |
|---|
| RENAISSANCE GROUP LLC | 42.357.727 $ | -4.904.595 $ | 47.262.322 $ | +1.007.083 $ | 46.255.239 $ | +10.090.502 $ | 36.164.737 $ | |
|---|
| Fiduciary Group, LLC | 43.456.487 $ | -3.729.628 $ | 47.186.115 $ | +867.543 $ | 46.318.572 $ | +11.246.822 $ | 35.071.750 $ | |
|---|
| BWCP, LP | 35.503.028 $ | -11.634.566 $ | 47.137.594 $ | | | | | |
|---|
| MATHER GROUP, LLC. | 44.451.269 $ | -2.675.802 $ | 47.127.071 $ | +3.665.058 $ | 43.462.013 $ | +10.893.440 $ | 32.568.573 $ | |
|---|
| Forum Financial Management, LP | 44.949.827 $ | -2.006.045 $ | 46.955.872 $ | +6.565.268 $ | 40.390.604 $ | +10.009.258 $ | 30.381.346 $ | |
|---|
| PALISADE CAPITAL MANAGEMENT, LP | 44.617.031 $ | -2.233.260 $ | 46.850.291 $ | | | | | |
|---|
| Tamar Securities, LLC | 44.078.832 $ | -2.538.442 $ | 46.617.274 $ | +1.395.684 $ | 45.221.590 $ | +10.964.457 $ | 34.257.133 $ | |
|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 42.007.717 $ | -4.564.275 $ | 46.571.992 $ | | | | | |
|---|
| MANAGED ASSET PORTFOLIOS, LLC | 42.902.854 $ | -3.554.860 $ | 46.457.714 $ | +1.528.778 $ | 44.928.936 $ | +10.769.906 $ | 34.159.030 $ | |
|---|
| American Assets Investment Management, LLC | 43.356.533 $ | -3.077.685 $ | 46.434.218 $ | +1.841.411 $ | 44.592.807 $ | +10.939.093 $ | 33.653.714 $ | |
|---|
| KEYSTONE INVESTORS PTE LTD | 46.030.952 $ | +13.370.061 $ | 32.660.891 $ | | | | | |
|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 45.358.152 $ | -459.615 $ | 45.817.767 $ | | | | | |
|---|
| HBK Sorce Advisory LLC | 35.773.835 $ | -9.964.879 $ | 45.738.714 $ | +1.611.337 $ | 44.127.377 $ | +11.150.741 $ | 32.976.636 $ | |
|---|
| CULLEN INVESTMENT GROUP, LTD. | 40.009.341 $ | -5.639.471 $ | 45.648.812 $ | +1.572.612 $ | 44.076.200 $ | +11.070.141 $ | 33.006.059 $ | |
|---|
| MARCO INVESTMENT MANAGEMENT LLC | 42.716.704 $ | -2.901.742 $ | 45.618.446 $ | +1.591.195 $ | 44.027.251 $ | +11.320.271 $ | 32.706.980 $ | |
|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 45.472.371 $ | +21.617.666 $ | 23.854.705 $ | +17.986.262 $ | 5.868.443 $ | +1.438.090 $ | 4.430.353 $ | |
|---|
| Westerkirk Capital Inc. | 45.386.286 $ | +7.490.992 $ | 37.895.294 $ | +2.051.432 $ | 35.843.862 $ | | | |
|---|
| Groupe des Assurances du Credit Mutuel | 45.266.832 $ | | | | | | | |
|---|
| EDENTREE ASSET MANAGEMENT Ltd | 30.515.644 $ | -14.571.551 $ | 45.087.195 $ | +6.260.845 $ | 38.826.350 $ | +12.281.722 $ | 26.544.628 $ | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 45.061.259 $ | +8.291.038 $ | 36.770.221 $ | +7.326.064 $ | 29.444.157 $ | +5.056.507 $ | 24.387.650 $ | |
|---|
| Ironwood Investment Counsel, LLC | 40.393.793 $ | -3.993.330 $ | 44.387.123 $ | -554.741 $ | 44.941.864 $ | +10.803.430 $ | 34.138.434 $ | |
|---|
| Ardmore Road Asset Management LP | 44.863.009 $ | +18.447.559 $ | 26.415.450 $ | +1.544.950 $ | 24.870.500 $ | | | |
|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 41.272.865 $ | -3.482.102 $ | 44.754.967 $ | +2.685.818 $ | 42.069.149 $ | +9.771.924 $ | 32.297.225 $ | |
|---|
| Steigerwald, Gordon & Koch Inc. | 41.004.092 $ | -3.606.956 $ | 44.611.048 $ | | | | | |
|---|
| Pictet North America Advisors SA | 40.446.187 $ | -4.097.098 $ | 44.543.285 $ | +2.314.020 $ | 42.229.265 $ | +7.962.301 $ | 34.266.964 $ | |
|---|
| ICICI Prudential Asset Management Co Ltd | 42.323.521 $ | -2.171.492 $ | 44.495.013 $ | | | | | |
|---|
| Strategic Wealth Investment Group, LLC | 28.151.269 $ | -16.098.382 $ | 44.249.651 $ | | | | | |
|---|
| Integrated Advisors Network LLC | 40.485.611 $ | -3.702.156 $ | 44.187.767 $ | | | | | |
|---|
| CANANDAIGUA NATIONAL BANK & TRUST CO | 37.461.205 $ | -6.715.268 $ | 44.176.473 $ | +888.870 $ | 43.287.603 $ | | | |
|---|
| Overbrook Management Corp | 42.333.677 $ | -1.770.283 $ | 44.103.960 $ | +1.001.394 $ | 43.102.566 $ | +13.414.097 $ | 29.688.469 $ | |
|---|
| Trinity Street Asset Management LLP | 36.198.957 $ | -4.636.221 $ | 40.835.178 $ | -3.164.218 $ | 43.999.396 $ | +10.944.430 $ | 33.054.966 $ | |
|---|
| Pinnacle Wealth Management Advisory Group, LLC | 41.697.047 $ | -1.992.853 $ | 43.689.900 $ | +1.900.489 $ | 41.789.411 $ | +10.865.628 $ | 30.923.783 $ | |
|---|
| LaFleur & Godfrey LLC | 38.538.108 $ | -3.439.540 $ | 41.977.648 $ | -1.664.956 $ | 43.642.604 $ | +10.245.019 $ | 33.397.585 $ | |
|---|
| Western Wealth Management, LLC | 43.577.706 $ | +851.465 $ | 42.726.241 $ | +12.933.404 $ | | | 29.792.837 $ | |
|---|
| Belpointe Asset Management LLC | 41.287.776 $ | -2.226.773 $ | 43.514.549 $ | +338.860 $ | 43.175.689 $ | +13.852.523 $ | 29.323.166 $ | |
|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 35.444.889 $ | -7.945.646 $ | 43.390.535 $ | +3.151.396 $ | 40.239.139 $ | +4.183.274 $ | 36.055.865 $ | |
|---|
| AlTi Global, Inc. | 39.230.522 $ | -4.130.817 $ | 43.361.339 $ | +1.432.510 $ | 41.928.829 $ | +12.123.766 $ | 29.805.063 $ | |
|---|
| Sky Investment Group LLC | 40.431.273 $ | -2.794.931 $ | 43.226.204 $ | +592.241 $ | 42.633.963 $ | +9.481.052 $ | 33.152.911 $ | |
|---|
| Mirabaud & Cie SA | 39.250.116 $ | -3.857.309 $ | 43.107.425 $ | +560.466 $ | 42.546.959 $ | +9.180.794 $ | 33.366.165 $ | |
|---|
| BANK OF NOVA SCOTIA TRUST CO | 40.899.744 $ | -2.197.840 $ | 43.097.584 $ | | | | | |
|---|
| Goelzer Investment Management, Inc. | 40.658.748 $ | -2.371.157 $ | 43.029.905 $ | +1.565.317 $ | 41.464.588 $ | +10.006.488 $ | 31.458.100 $ | |
|---|
| SP Asset Management LLC | 39.750.979 $ | -3.262.216 $ | 43.013.195 $ | +3.961.586 $ | 39.051.609 $ | +8.884.951 $ | 30.166.658 $ | |
|---|
| ST GERMAIN D J CO INC | 40.559.170 $ | -2.445.908 $ | 43.005.078 $ | +2.062.665 $ | 40.942.413 $ | +10.722.505 $ | 30.219.908 $ | |
|---|
| Lingotto Investment Management LLP | 42.963.350 $ | +5.141.087 $ | 37.822.263 $ | +1.506.856 $ | 36.315.407 $ | +2.332.852 $ | 33.982.555 $ | |
|---|
| Edge Wealth Management LLC | 39.785.494 $ | -3.130.968 $ | 42.916.462 $ | +1.565.475 $ | 41.350.987 $ | +10.483.412 $ | 30.867.575 $ | |
|---|
| IVY LANE CAPITAL MANAGEMENT, LLC | 9.672.400 $ | -5.866.100 $ | 15.538.500 $ | -27.238.760 $ | 42.777.260 $ | +10.493.720 $ | 32.283.540 $ | |
|---|
| TRITONPOINT WEALTH, LLC | 30.704.923 $ | -11.996.172 $ | 42.701.095 $ | +1.617.752 $ | 41.083.343 $ | +9.452.426 $ | 31.630.917 $ | |
|---|
| FAGAN ASSOCIATES, INC. | 39.541.769 $ | -2.964.982 $ | 42.506.751 $ | | | | | |
|---|
| River Wealth Advisors LLC | 39.237.445 $ | -3.188.547 $ | 42.425.992 $ | +1.766.297 $ | 40.659.695 $ | +10.745.060 $ | 29.914.635 $ | |
|---|
| Nemes Rush Group LLC | 39.515.267 $ | -2.894.622 $ | 42.409.889 $ | +1.557.025 $ | 40.852.864 $ | +11.343.212 $ | 29.509.652 $ | |
|---|
| 1ST SOURCE BANK | 37.867.930 $ | -4.536.118 $ | 42.404.048 $ | +1.011.080 $ | 41.392.968 $ | +10.168.779 $ | 31.224.189 $ | |
|---|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 39.468.712 $ | -2.690.346 $ | 42.159.058 $ | +3.472.498 $ | 38.686.560 $ | +10.928.346 $ | 27.758.214 $ | |
|---|
| DOCK STREET ASSET MANAGEMENT INC | | | | | | | 42.112.376 $ | |
|---|
| Jaffetilchin Investment Partners, LLC | 38.111.268 $ | -3.790.117 $ | 41.901.385 $ | +1.256.710 $ | 40.644.675 $ | +10.019.309 $ | 30.625.366 $ | |
|---|
| Walter Public Investments Inc. | 33.501.325 $ | -8.351.107 $ | 41.852.432 $ | | | | | |
|---|
| Checchi Capital Advisers, LLC | 37.535.692 $ | -4.192.677 $ | 41.728.369 $ | | | | | |
|---|
| Pure Financial Advisors, LLC | | | 41.444.246 $ | +1.756.647 $ | 39.687.599 $ | +18.321.980 $ | 21.365.619 $ | |
|---|
| Monaco Asset Management SAM | | | 41.436.000 $ | +1.643.200 $ | 39.792.800 $ | | | |
|---|
| Oxbow Advisors, LLC | 37.795.483 $ | -2.833.364 $ | 40.628.847 $ | -486.731 $ | 41.115.578 $ | +9.670.034 $ | 31.445.544 $ | |
|---|
| WEDGEWOOD PARTNERS INC | 37.478.601 $ | -3.547.024 $ | 41.025.625 $ | -7.320 $ | 41.032.945 $ | +6.083.552 $ | 34.949.393 $ | |
|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 40.500.441 $ | +2.435.931 $ | 38.064.510 $ | +2.124.312 $ | 35.940.198 $ | +9.513.264 $ | 26.426.934 $ | |
|---|
| NFJ INVESTMENT GROUP, LLC | 40.342.129 $ | +9.924.513 $ | | | 30.417.616 $ | | | |
|---|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 37.405.038 $ | -2.703.597 $ | 40.108.635 $ | +1.663.438 $ | 38.445.197 $ | +5.613.505 $ | 32.831.692 $ | |
|---|
| Iyo Bank, Ltd. | 37.346.104 $ | -2.651.031 $ | 39.997.135 $ | +1.586.140 $ | 38.410.995 $ | +9.422.995 $ | 28.988.000 $ | |
|---|
| Arvest Bank Trust Division | 39.973.126 $ | +650.363 $ | 39.322.763 $ | +1.719.065 $ | 37.603.698 $ | +17.693.389 $ | 19.910.309 $ | |
|---|
| CENTRAL SECURITIES CORP | | | | | 39.792.800 $ | +9.761.600 $ | 30.031.200 $ | |
|---|
| BBR PARTNERS, LLC | 37.316.223 $ | -2.398.571 $ | 39.714.794 $ | +1.738.219 $ | 37.976.575 $ | +9.274.492 $ | 28.702.083 $ | |
|---|
| AMIRAL GESTION | 38.070.083 $ | -1.630.784 $ | 39.700.867 $ | +8.776.887 $ | 30.923.980 $ | +30.910.350 $ | 13.630 $ | |
|---|
| BAR HARBOR WEALTH MANAGEMENT | 36.662.749 $ | -2.980.108 $ | 39.642.857 $ | +1.703.904 $ | 37.938.953 $ | +7.910.005 $ | 30.028.948 $ | |
|---|
| Fulcrum Capital LLC | 37.244.756 $ | -2.186.612 $ | 39.431.368 $ | +336.096 $ | 39.095.272 $ | +9.550.037 $ | 29.545.235 $ | |
|---|
| Jasper Ridge Partners, L.P. | 36.699.976 $ | -2.711.346 $ | 39.411.322 $ | | | | | |
|---|
| IBEX WEALTH ADVISORS | 39.269.528 $ | +3.072.009 $ | 36.197.519 $ | +1.667.676 $ | 34.529.843 $ | +8.811.738 $ | 25.718.105 $ | |
|---|
| Verity & Verity, LLC | 37.080.712 $ | -2.188.289 $ | 39.269.001 $ | +1.415.520 $ | 37.853.481 $ | +9.082.041 $ | 28.771.440 $ | |
|---|
| JGP Wealth Management, LLC | 38.592.182 $ | -609.389 $ | 39.201.571 $ | | | | | |
|---|
| StoneX Group Inc. | 36.762.240 $ | -2.429.104 $ | 39.191.344 $ | +2.404.744 $ | 36.786.600 $ | | | |
|---|
| Banco BTG Pactual S.A. | 37.726.229 $ | -1.445.294 $ | 39.171.523 $ | +19.320.885 $ | 19.850.638 $ | +7.129.376 $ | 12.721.262 $ | |
|---|
| Foyston, Gordon & Payne Inc | 36.791.875 $ | -2.264.663 $ | 39.056.538 $ | +1.914.933 $ | 37.141.605 $ | +10.168.707 $ | 26.972.898 $ | |
|---|
| KENNEDY CAPITAL MANAGEMENT LLC | | | 10.174.092 $ | -28.863.142 $ | 39.037.234 $ | +3.354.913 $ | 35.682.321 $ | |
|---|
| M. Kraus & Co | 36.248.077 $ | -2.736.241 $ | 38.984.318 $ | +924.710 $ | 38.059.608 $ | +9.037.244 $ | 29.022.364 $ | |
|---|
| PRIVATE TRUST CO NA | 35.639.742 $ | -3.293.817 $ | 38.933.559 $ | +1.526.992 $ | 37.406.567 $ | +9.155.360 $ | 28.251.207 $ | |
|---|
| MAKENA CAPITAL MANAGEMENT LLC | 33.853.400 $ | -4.742.680 $ | 38.596.080 $ | -280.988 $ | 38.877.068 $ | +7.575.173 $ | 31.301.895 $ | |
|---|
| VICUS CAPITAL | 34.996.004 $ | -3.783.024 $ | 38.779.028 $ | +1.260.303 $ | 37.518.725 $ | +9.122.388 $ | 28.396.337 $ | |
|---|
| MITCHELL CAPITAL MANAGEMENT CO | 34.780.381 $ | -3.997.143 $ | 38.777.524 $ | +2.521.076 $ | 36.256.448 $ | +5.615.656 $ | 30.640.792 $ | |
|---|
| UNITED BANK | 33.159.403 $ | -4.725.542 $ | 37.884.945 $ | -810.573 $ | 38.695.518 $ | +8.788.563 $ | 29.906.955 $ | |
|---|
| Parcion Private Wealth LLC | 35.825.546 $ | -2.850.145 $ | 38.675.691 $ | +2.484.607 $ | 36.191.084 $ | +8.942.180 $ | 27.248.904 $ | |
|---|
| HARBOUR INVESTMENTS, INC. | 38.590.451 $ | +3.422.968 $ | 35.167.483 $ | +2.470.644 $ | 32.696.839 $ | +7.669.702 $ | 25.027.137 $ | |
|---|
| Independence Bank of Kentucky | 37.486.837 $ | -1.069.879 $ | 38.556.716 $ | +2.769.559 $ | 35.787.157 $ | +8.972.674 $ | 26.814.483 $ | |
|---|
| NAPLES GLOBAL ADVISORS, LLC | 36.005.123 $ | -2.489.449 $ | 38.494.572 $ | +2.453.386 $ | 36.041.186 $ | +8.908.171 $ | 27.133.015 $ | |
|---|
| JAMES INVESTMENT RESEARCH, INC. | 34.611.877 $ | -3.848.155 $ | 38.460.032 $ | +1.092.935 $ | 37.367.097 $ | +8.672.536 $ | 28.694.561 $ | |
|---|
| Hills Bank & Trust Co | 35.933.933 $ | -2.461.183 $ | 38.395.116 $ | +856.080 $ | 37.539.036 $ | +8.908.416 $ | 28.630.620 $ | |
|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 38.380.914 $ | -9.757 $ | 38.390.671 $ | +10.742.949 $ | | | 27.647.722 $ | |
|---|
| Hilton Capital Management, LLC | 35.720.586 $ | -2.286.985 $ | 38.007.571 $ | -333.933 $ | 38.341.504 $ | +9.166.850 $ | 29.174.654 $ | |
|---|
| Perennial Advisors, LLC | 35.941.821 $ | -2.221.979 $ | 38.163.800 $ | +1.566.987 $ | 36.596.813 $ | +8.095.774 $ | 28.501.039 $ | |
|---|
| CHICAGO TRUST Co NA | 29.199.523 $ | -5.925.773 $ | 35.125.296 $ | -2.856.434 $ | 37.981.730 $ | +12.416.546 $ | 25.565.184 $ | |
|---|
| VALLEY WEALTH MANAGERS, INC. | 36.217.389 $ | -1.588.808 $ | 37.806.197 $ | +2.000.002 $ | 35.806.195 $ | +7.466.782 $ | 28.339.413 $ | |
|---|
| AZZAD ASSET MANAGEMENT INC /ADV | 35.113.868 $ | -2.382.577 $ | 37.496.445 $ | +2.228.743 $ | 35.267.702 $ | +9.226.398 $ | 26.041.304 $ | |
|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 34.059.947 $ | -3.278.565 $ | 37.338.512 $ | +694.815 $ | 36.643.697 $ | +8.671.511 $ | 27.972.186 $ | |
|---|
| Cohen Capital Management, Inc. | 34.774.696 $ | -2.463.837 $ | 37.238.533 $ | +412.286 $ | 36.826.247 $ | +9.307.908 $ | 27.518.339 $ | |
|---|
| Mechanics Bank Trust Department | 34.640.248 $ | -2.491.068 $ | 37.131.316 $ | | | | | |
|---|
| RNC CAPITAL MANAGEMENT LLC | 33.647.994 $ | -3.483.277 $ | 37.131.271 $ | +2.365.511 $ | 34.765.760 $ | +8.201.853 $ | 26.563.907 $ | |
|---|
| Tenere Capital LLC | 4.347.744 $ | -27.641.884 $ | 31.989.628 $ | -5.095.272 $ | 37.084.900 $ | +11.875.209 $ | 25.209.691 $ | |
|---|
| Princeton Global Asset Management LLC | 34.216.426 $ | -2.673.404 $ | 36.889.830 $ | +2.343.997 $ | 34.545.833 $ | +7.840.561 $ | 26.705.272 $ | |
|---|
| Clearline Capital LP | 36.811.704 $ | +20.490.582 $ | 16.321.122 $ | +647.235 $ | 15.673.887 $ | -2.303.165 $ | 17.977.052 $ | |
|---|
| Legacy Private Trust Co. | 34.951.700 $ | -1.791.672 $ | 36.743.372 $ | +2.317.129 $ | 34.426.243 $ | +7.107.612 $ | 27.318.631 $ | |
|---|
| AMG National Trust Bank | 34.421.013 $ | -2.305.304 $ | 36.726.317 $ | +786.432 $ | 35.939.885 $ | +8.846.480 $ | 27.093.405 $ | |
|---|
| Cardinal Capital Management, Inc. | 36.631.061 $ | +36.149.367 $ | 481.694 $ | +61.383 $ | 420.311 $ | +93.722 $ | 326.589 $ | |
|---|
| Capital Group Investment Management Pte. Ltd. | 35.054.712 $ | -1.561.245 $ | 36.615.957 $ | | | | | |
|---|
| NICOLA WEALTH MANAGEMENT LTD. | 32.189.747 $ | -2.285.005 $ | 34.474.752 $ | -2.114.728 $ | 36.589.480 $ | +8.975.792 $ | 27.613.688 $ | |
|---|
| GODSEY & GIBB, INC | 34.152.991 $ | -2.337.671 $ | 36.490.662 $ | +1.035.249 $ | 35.455.413 $ | +8.677.321 $ | 26.778.092 $ | |
|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 27.616.515 $ | -8.873.219 $ | 36.489.734 $ | +1.821.757 $ | 34.667.977 $ | +7.430.186 $ | 27.237.791 $ | |
|---|
| Foster Victor Wealth Advisors, LLC | 33.314.881 $ | -3.048.969 $ | 36.363.850 $ | +1.467.645 $ | 34.896.205 $ | +9.471.060 $ | 25.425.145 $ | |
|---|
| Estuary Capital Management LP | 36.353.715 $ | | | | | | | |
|---|
| WEBSTER BANK, N. A. | 33.766.348 $ | -2.585.973 $ | 36.352.321 $ | +700.956 $ | 35.651.365 $ | +7.819.199 $ | 27.832.166 $ | |
|---|
| Trifecta Capital Advisors, LLC | 34.462.051 $ | -1.885.274 $ | 36.347.325 $ | +2.223.542 $ | 34.123.783 $ | +11.041.899 $ | 23.081.884 $ | |
|---|
| Krilogy Financial LLC | 36.340.443 $ | +2.112.387 $ | 34.228.056 $ | +7.808.941 $ | 26.419.115 $ | +6.950.423 $ | 19.468.692 $ | |
|---|
| Nelson Capital Management, LLC | 33.189.164 $ | -3.111.063 $ | 36.300.227 $ | +653.129 $ | 35.647.098 $ | +8.824.573 $ | 26.822.525 $ | |
|---|
| Cornerstone Wealth Management, LLC | 35.866.688 $ | -381.748 $ | 36.248.436 $ | | | | | |
|---|
| Community Financial Services Group, LLC | 33.006.584 $ | -3.175.361 $ | 36.181.945 $ | +1.481.132 $ | 34.700.813 $ | +8.046.229 $ | 26.654.584 $ | |
|---|
| Concentric Capital Strategies, LP | 36.150.111 $ | +1.586.272 $ | 34.563.839 $ | +7.406.745 $ | 27.157.094 $ | | | |
|---|
| Cassaday & Co Wealth Management LLC | 34.668.342 $ | -1.406.883 $ | 36.075.225 $ | | | | | |
|---|
| General Pension Society PZU Joint Stock Co | 35.884.604 $ | +10.660.439 $ | 25.224.165 $ | +1.000.298 $ | 24.223.867 $ | +12.962.167 $ | 11.261.700 $ | |
|---|
| NORDEN GROUP LLC | 34.780.620 $ | -1.101.030 $ | 35.881.650 $ | +5.847.064 $ | 30.034.586 $ | +7.536.739 $ | 22.497.847 $ | |
|---|
| Segment Wealth Management, LLC | 34.140.776 $ | -1.703.673 $ | 35.844.449 $ | | | | | |
|---|
| CADINHA & CO LLC | 35.823.269 $ | +655.499 $ | 35.167.770 $ | +951.930 $ | 34.215.840 $ | +21.272.768 $ | 12.943.072 $ | |
|---|
| Goldstream Capital Management Ltd | 25.052.967 $ | -10.761.722 $ | 35.814.689 $ | +6.499.383 $ | 29.315.306 $ | +13.539.554 $ | 15.775.752 $ | |
|---|
| Missouri Trust & Investment Co | 33.230.058 $ | -2.399.252 $ | 35.629.310 $ | +1.449.263 $ | 34.180.047 $ | +8.387.416 $ | 25.792.631 $ | |
|---|
| PETTYJOHN, WOOD & WHITE, INC | 34.249.394 $ | -1.369.930 $ | 35.619.324 $ | +1.357.319 $ | 34.262.005 $ | +8.425.858 $ | 25.836.147 $ | |
|---|
| Forvis Mazars Wealth Advisors, LLC | 34.899.518 $ | -714.641 $ | 35.614.159 $ | | | | | |
|---|
| Paragon Capital Management Ltd | 27.467.287 $ | -8.133.215 $ | 35.600.502 $ | | | | | |
|---|
| HOLDERNESS INVESTMENTS CO | 32.316.020 $ | -3.098.123 $ | 35.414.143 $ | +333.634 $ | 35.080.509 $ | +8.799.097 $ | 26.281.412 $ | |
|---|
| PIONEER TRUST BANK N A/OR | 32.768.156 $ | -2.629.583 $ | 35.397.739 $ | +1.316.698 $ | 34.081.041 $ | +7.933.667 $ | 26.147.374 $ | |
|---|
| Waratah Capital Advisors Ltd. | | | 21.522.894 $ | -13.871.309 $ | 35.394.203 $ | +33.339.694 $ | 2.054.509 $ | |
|---|
| Perkins Coie Trust Co | 31.656.039 $ | -3.724.521 $ | 35.380.560 $ | +3.767.872 $ | 31.612.688 $ | +7.623.745 $ | 23.988.943 $ | |
|---|
| GM Advisory Group, LLC | | | 35.371.011 $ | | | | | |
|---|
| Wellington Shields & Co., LLC | 33.848.492 $ | -1.468.244 $ | 35.316.736 $ | | | | | |
|---|
| Covenant Asset Management, LLC | 33.019.882 $ | -2.119.142 $ | 35.139.024 $ | +1.328.324 $ | 33.810.700 $ | +4.640.682 $ | 29.170.018 $ | |
|---|
| Bridgewater Advisors Inc. | 31.026.756 $ | -4.098.323 $ | 35.125.079 $ | | | | | |
|---|
| Generali Investments, Management Co LLC | 24.451.827 $ | -10.557.967 $ | 35.009.794 $ | +4.318.279 $ | 30.691.515 $ | +6.759.652 $ | 23.931.863 $ | |
|---|
| Zuckerman Investment Group, LLC | 33.373.616 $ | -1.455.754 $ | 34.829.370 $ | +861.034 $ | 33.968.336 $ | +9.341.381 $ | 24.626.955 $ | |
|---|
| ZEVIN ASSET MANAGEMENT LLC | 34.684.361 $ | +34.647.528 $ | 36.833 $ | +399 $ | 36.434 $ | +8.830 $ | 27.604 $ | |
|---|
| Farmers & Merchants Trust Co of Long Beach | 29.069.913 $ | -5.575.762 $ | 34.645.675 $ | +582.044 $ | 34.063.631 $ | +11.359.294 $ | 22.704.337 $ | |
|---|
| HUTCHINSON CAPITAL MANAGEMENT/CA | 32.304.289 $ | -2.268.274 $ | 34.572.563 $ | +894.005 $ | 33.678.558 $ | +7.864.924 $ | 25.813.634 $ | |
|---|
| Kapitalo Investimentos Ltda | 34.531.435 $ | +1.835.841 $ | 32.695.594 $ | +30.826.327 $ | 1.869.267 $ | -12.179.704 $ | 14.048.971 $ | |
|---|
| EverSource Wealth Advisors, LLC | 33.467.651 $ | -1.059.245 $ | 34.526.896 $ | +2.284.664 $ | 32.242.232 $ | +9.022.276 $ | 23.219.956 $ | |
|---|
| Sava Infond d.o.o. | 32.402.540 $ | -1.963.442 $ | 34.365.982 $ | +1.656.300 $ | 32.709.682 $ | +4.251.366 $ | 28.458.316 $ | |
|---|
| Whitebark Investors LP | 24.596.430 $ | -9.660.265 $ | 34.256.695 $ | +1.358.495 $ | 32.898.200 $ | +5.817.941 $ | 27.080.259 $ | |
|---|
| CCM INVESTMENT ADVISERS LLC | 30.948.044 $ | -2.751.538 $ | 33.699.582 $ | -517.389 $ | 34.216.971 $ | +7.610.408 $ | 26.606.563 $ | |
|---|
| BLACKHILL CAPITAL INC | 31.943.101 $ | -2.267.497 $ | 34.210.598 $ | +1.356.667 $ | 32.853.931 $ | +5.807.081 $ | 27.046.850 $ | |
|---|
| Bellecapital International Ltd. | 26.182.220 $ | -7.947.577 $ | 34.129.797 $ | +1.723.038 $ | 32.406.759 $ | +7.915.189 $ | 24.491.570 $ | |
|---|
| CONNORS INVESTOR SERVICES INC | 31.745.542 $ | -2.371.739 $ | 34.117.281 $ | +1.405.203 $ | 32.712.078 $ | +2.484.999 $ | 30.227.079 $ | |
|---|
| Generali Powszechne Towarzystwo Emerytalne | 34.095.210 $ | +6.064.792 $ | 28.030.418 $ | +1.111.584 $ | 26.918.834 $ | +6.603.478 $ | 20.315.356 $ | |
|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 31.595.260 $ | -2.265.076 $ | 33.860.336 $ | +448.931 $ | 33.411.405 $ | +8.396.634 $ | 25.014.771 $ | |
|---|
| Madrona Financial Services, LLC | 28.442.457 $ | -5.289.762 $ | 33.732.219 $ | -82.977 $ | 33.815.196 $ | +8.463.572 $ | 25.351.624 $ | |
|---|
| Spinnaker Investment Group, LLC | 27.014.325 $ | -6.715.326 $ | 33.729.651 $ | +1.862.173 $ | 31.867.478 $ | +4.990.616 $ | 26.876.862 $ | |
|---|
| SFMG, LLC | 29.752.066 $ | -3.947.488 $ | 33.699.554 $ | +1.636.096 $ | 32.063.458 $ | +7.498.048 $ | 24.565.410 $ | |
|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 29.170.024 $ | -4.215.479 $ | 33.385.503 $ | +6.404.990 $ | 26.980.513 $ | +7.184.697 $ | 19.795.816 $ | |
|---|
| Ameritas Advisory Services, LLC | 33.356.869 $ | +6.012.086 $ | 27.344.783 $ | +12.300.045 $ | 15.044.738 $ | -8.914.357 $ | 23.959.095 $ | |
|---|
| Delta Accumulation, LLC | 23.132.995 $ | -10.142.104 $ | 33.275.099 $ | +17.600.131 $ | 15.674.968 $ | +11.274.720 $ | 4.400.248 $ | |
|---|
| Borer Denton & Associates, Inc. | 30.685.001 $ | -2.574.939 $ | 33.259.940 $ | +1.467.195 $ | 31.792.745 $ | +7.742.792 $ | 24.049.953 $ | |
|---|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 30.990.899 $ | -2.256.576 $ | 33.247.475 $ | +1.246.594 $ | 32.000.881 $ | +7.888.337 $ | 24.112.544 $ | |
|---|
| Rempart Asset Management Inc. | 28.407.839 $ | -4.791.720 $ | 33.199.559 $ | +542.105 $ | 32.657.454 $ | +6.725.137 $ | 25.932.317 $ | |
|---|
| Allied Investment Advisors, LLC | 31.137.623 $ | -2.042.504 $ | 33.180.127 $ | +2.203.182 $ | 30.976.945 $ | +7.547.923 $ | 23.429.022 $ | |
|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 30.951.680 $ | -2.197.120 $ | 33.148.800 $ | +1.314.560 $ | 31.834.240 $ | +5.181.550 $ | 26.652.690 $ | |
|---|
| PRAGMA GESTAO DE PATRIMONIO LTD | 32.837.798 $ | -311.002 $ | 33.148.800 $ | +8.924.933 $ | 24.223.867 $ | +1.024.765 $ | 23.199.102 $ | |
|---|
| Parkside Financial Bank & Trust | | | 33.026.462 $ | | | | | |
|---|
| First Financial Bank - Trust Division | 30.925.569 $ | -2.003.653 $ | 32.929.222 $ | +184.209 $ | 32.745.013 $ | +8.018.068 $ | 24.726.945 $ | |
|---|
| Zhang Financial LLC | 32.851.060 $ | +248.185 $ | 32.602.875 $ | +1.685.686 $ | 30.917.189 $ | +7.856.466 $ | 23.060.723 $ | |
|---|
| GREENWOOD CAPITAL ASSOCIATES LLC | 31.183.916 $ | -1.484.849 $ | 32.668.765 $ | +1.001.554 $ | 31.667.211 $ | +6.428.914 $ | 25.238.297 $ | |
|---|
| Archford Capital Strategies, LLC | 30.813.822 $ | -1.709.435 $ | 32.523.257 $ | +1.757.252 $ | 30.766.005 $ | +9.488.814 $ | 21.277.191 $ | |
|---|
| STRATEGIC PLANNING GROUP, LLC | 32.178.030 $ | -303.861 $ | 32.481.891 $ | | | | | |
|---|
| RFG Advisory, LLC | 29.061.998 $ | -3.399.772 $ | 32.461.770 $ | +2.568.283 $ | 29.893.487 $ | +7.776.568 $ | 22.116.919 $ | |
|---|
| Gemsstock Ltd. | 32.375.941 $ | | | | | | | |
|---|
| Canvas Wealth Advisors, LLC | 31.036.338 $ | -1.215.344 $ | 32.251.682 $ | | | | | |
|---|
| SageView Advisory Group, LLC | 32.212.033 $ | | | | | | | |
|---|
| Alley Investment Management Company, LLC | 30.007.654 $ | -2.123.892 $ | 32.131.546 $ | +1.588.582 $ | 30.542.964 $ | +7.373.518 $ | 23.169.446 $ | |
|---|
| AdvisorNet Financial, Inc | 30.231.168 $ | -1.799.547 $ | 32.030.715 $ | +2.707.734 $ | 29.322.981 $ | +6.907.345 $ | 22.415.636 $ | |
|---|
| COOPER INVESTORS PTY LTD | 9.812.650 $ | -2.198.611 $ | 12.011.261 $ | -19.975.187 $ | 31.986.448 $ | +2.207.884 $ | 29.778.564 $ | |
|---|
| Confluence Wealth Services, Inc. | 28.415.660 $ | -3.521.956 $ | 31.937.616 $ | +2.405.234 $ | 29.532.382 $ | +7.253.252 $ | 22.279.130 $ | |
|---|
| Stone Summit Wealth LLC | 29.803.366 $ | -2.114.571 $ | 31.917.937 $ | +1.258.287 $ | 30.659.650 $ | +7.509.504 $ | 23.150.146 $ | |
|---|
| Salomon & Ludwin, LLC | 29.393.170 $ | -2.507.845 $ | 31.901.015 $ | +3.072.805 $ | 28.828.210 $ | +5.865.228 $ | 22.962.982 $ | |
|---|
| SOMERVILLE KURT F | 29.043.799 $ | -2.807.018 $ | 31.850.817 $ | +7.381.770 $ | | | 24.469.047 $ | |
|---|
| Hilltop National Bank | 31.798.015 $ | +7.922.591 $ | 23.875.424 $ | +961.735 $ | 22.913.689 $ | | | |
|---|
| Bogart Wealth, LLC | 30.162.290 $ | -1.610.554 $ | 31.772.844 $ | +1.525.439 $ | 30.247.405 $ | +3.571.994 $ | 26.675.411 $ | |
|---|
| Vision Capital Management, Inc. | 29.289.830 $ | -2.320.900 $ | 31.610.730 $ | +1.891.733 $ | 29.718.997 $ | | | |
|---|
| Hendershot Investments Inc. | 31.092.211 $ | -499.933 $ | 31.592.144 $ | +1.464.726 $ | 30.127.418 $ | +7.599.670 $ | 22.527.748 $ | |
|---|
| TOTH FINANCIAL ADVISORY CORP | 29.532.795 $ | -1.990.479 $ | 31.523.274 $ | +431.711 $ | 31.091.563 $ | +7.499.291 $ | 23.592.272 $ | |
|---|
| Crewe Advisors LLC | 28.800.830 $ | -2.380.841 $ | 31.181.671 $ | | | | | |
|---|
| APG Asset Management US Inc. | | | 31.110.360 $ | +1.655.755 $ | 29.454.605 $ | +5.722.517 $ | 23.732.088 $ | |
|---|
| Laurel Wealth Advisors LLC | 28.768.028 $ | -2.314.807 $ | 31.082.835 $ | +1.115.797 $ | 29.967.038 $ | +7.351.036 $ | 22.616.002 $ | |
|---|
| Charles-Lim Capital Ltd | | | 31.077.000 $ | | | | | |
|---|
| JLB & ASSOCIATES INC | 28.384.141 $ | -2.689.751 $ | 31.073.892 $ | +663.737 $ | 30.410.155 $ | +5.742.903 $ | 24.667.252 $ | |
|---|
| Portfolio Design Labs, LLC | 30.048.645 $ | -1.003.162 $ | 31.051.807 $ | +16.711.028 $ | 14.340.779 $ | -2.178.901 $ | 16.519.680 $ | |
|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 30.940.370 $ | -89.498 $ | 31.029.868 $ | +442.246 $ | 30.587.622 $ | +15.988.036 $ | 14.599.586 $ | |
|---|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 10.679.865 $ | +8.885.255 $ | 1.794.610 $ | -29.162.730 $ | 30.957.340 $ | +9.384.476 $ | 21.572.864 $ | |
|---|
| Strategic Blueprint, LLC | 22.424.635 $ | -8.472.503 $ | 30.897.138 $ | +2.243.849 $ | 28.653.289 $ | +6.898.035 $ | 21.755.254 $ | |
|---|
| Knuff & Co LLC | 28.826.914 $ | -1.888.013 $ | 30.714.927 $ | +1.213.831 $ | 29.501.096 $ | +7.431.974 $ | 22.069.122 $ | |
|---|
| NatWest Group plc | 30.634.425 $ | +2.181.359 $ | 28.453.066 $ | +6.687.400 $ | 21.765.666 $ | +9.297.838 $ | 12.467.828 $ | |
|---|
| Mengis Capital Management, Inc. | 30.243.183 $ | -292.748 $ | 30.535.931 $ | +1.023.701 $ | 29.512.230 $ | +4.448.864 $ | 25.063.366 $ | |
|---|
| MOTCO | 26.717.104 $ | -2.767.718 $ | 29.484.822 $ | -1.045.249 $ | 30.530.071 $ | +9.316.407 $ | 21.213.664 $ | |
|---|
| CAPE COD FIVE CENTS SAVINGS BANK | 30.436.839 $ | +0 $ | 30.436.839 $ | +0 $ | 30.436.839 $ | +0 $ | 30.436.839 $ | |
|---|
| WealthPlan Investment Management, LLC | 30.377.509 $ | +12.638.098 $ | 17.739.411 $ | -3.179.523 $ | 20.918.934 $ | +10.657.078 $ | 10.261.856 $ | |
|---|
| Fulcrum Asset Management LLP | 28.795.444 $ | -1.533.118 $ | 30.328.562 $ | +393.931 $ | 29.934.631 $ | | | |
|---|
| New Hampshire Trust | 27.529.584 $ | -2.795.352 $ | 30.324.936 $ | +1.118.016 $ | 29.206.920 $ | +7.153.884 $ | 22.053.036 $ | |
|---|
| GDS Wealth Management | 28.581.971 $ | -1.724.346 $ | 30.306.317 $ | | | | | |
|---|
| Valmark Advisers, Inc. | 28.030.448 $ | -2.271.054 $ | 30.301.502 $ | | | | | |
|---|
| GFS Advisors, LLC | 28.164.517 $ | -1.857.807 $ | 30.022.324 $ | +212.324 $ | 29.810.000 $ | | | |
|---|
| SIRIOS CAPITAL MANAGEMENT L P | 29.957.841 $ | +15.322.646 $ | 14.635.195 $ | +4.765.088 $ | 9.870.107 $ | +2.391.587 $ | 7.478.520 $ | |
|---|
| BFSG, LLC | 27.924.144 $ | -2.019.324 $ | 29.943.468 $ | +1.371.553 $ | 28.571.915 $ | +5.892.873 $ | 22.679.042 $ | |
|---|
| Keel Point, LLC | 27.759.959 $ | -2.137.077 $ | 29.897.036 $ | +1.258.133 $ | 28.638.903 $ | +9.236.644 $ | 19.402.259 $ | |
|---|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 26.852.393 $ | -2.995.894 $ | 29.848.287 $ | +548.481 $ | 29.299.806 $ | +7.272.394 $ | 22.027.412 $ | |
|---|
| Rothschild Capital Partners, LLC | 25.099.891 $ | -4.723.153 $ | 29.823.044 $ | +1.194.611 $ | 28.628.433 $ | +7.044.634 $ | 21.583.799 $ | |
|---|
| HARBOUR INVESTMENT MANAGEMENT LLC | 20.123.011 $ | -9.051.567 $ | 29.174.578 $ | -624.268 $ | 29.798.846 $ | +7.070.477 $ | 22.728.369 $ | |
|---|
| Edgestream Partners, L.P. | 21.655.536 $ | +7.682.281 $ | 13.973.255 $ | -15.735.552 $ | 29.708.807 $ | +13.492.710 $ | 16.216.097 $ | |
|---|
| ARTHUR M. COHEN & ASSOCIATES, LLC | 27.420.182 $ | -2.274.291 $ | 29.694.473 $ | +982.473 $ | 28.712.000 $ | +6.578.585 $ | 22.133.415 $ | |
|---|
| Hodges Capital Management Inc. | 25.486.562 $ | -4.117.361 $ | 29.603.923 $ | +9.766.923 $ | | | 19.837.000 $ | |
|---|
| Glen Eagle Advisors, LLC | 27.091.749 $ | -2.486.335 $ | 29.578.084 $ | +2.275.963 $ | 27.302.121 $ | +6.551.470 $ | 20.750.651 $ | |
|---|
| Lombard Odier Asset Management (Europe) Ltd | 28.797.637 $ | +12.453.725 $ | 16.343.912 $ | -13.231.092 $ | 29.575.004 $ | +23.531.225 $ | 6.043.779 $ | |
|---|
| Thiel Macro LLC | | | 25.379.550 $ | -4.171.151 $ | | | 29.550.701 $ | |
|---|
| Sompo Asset Management Co., Ltd. | 25.982.484 $ | -3.315.357 $ | 29.297.841 $ | -166.737 $ | 29.464.578 $ | +7.549.686 $ | 21.914.892 $ | |
|---|
| DAVIS SELECTED ADVISERS | 29.405.634 $ | +2.313.741 $ | 27.091.893 $ | | | | | |
|---|
| AUGUSTINE ASSET MANAGEMENT INC | 27.377.040 $ | -1.999.829 $ | 29.376.869 $ | +1.105.375 $ | 28.271.494 $ | +5.022.757 $ | 23.248.737 $ | |
|---|
| EULAV Asset Management | 29.032.885 $ | -248.057 $ | 29.280.942 $ | +1.161.202 $ | 28.119.740 $ | +7.461.929 $ | 20.657.811 $ | |
|---|
| Ally Financial Inc. | 20.312.040 $ | +9.953.040 $ | 10.359.000 $ | -18.921.420 $ | | | 29.280.420 $ | |
|---|
| Retirement Planning Group, LLC | 28.589.353 $ | -690.908 $ | 29.280.261 $ | | | | | |
|---|
| DT Investment Partners, LLC | 27.753.986 $ | -1.457.877 $ | 29.211.863 $ | +441.662 $ | 28.770.201 $ | +6.667.983 $ | 22.102.218 $ | |
|---|
| Sendero Wealth Management, LLC | 27.124.834 $ | -2.079.799 $ | 29.204.633 $ | +5.168.289 $ | 24.036.344 $ | +5.905.381 $ | 18.130.963 $ | |
|---|
| Pavion Blue Capital, LLC | 27.144.140 $ | -2.056.759 $ | 29.200.899 $ | | | | | |
|---|
| Paul R. Ried Financial Group, LLC | 26.516.226 $ | -2.674.457 $ | 29.190.683 $ | +2.168.563 $ | 27.022.120 $ | +6.799.429 $ | 20.222.691 $ | |
|---|
| HALL LAURIE J TRUSTEE | 26.200.112 $ | -2.974.977 $ | 29.175.089 $ | +540.189 $ | 28.634.900 $ | +6.801.842 $ | 21.833.058 $ | |
|---|
| Relyea Zuckerberg Hanson LLC | 27.142.027 $ | -2.010.397 $ | 29.152.424 $ | +1.575.415 $ | 27.577.009 $ | +7.484.508 $ | 20.092.501 $ | |
|---|
| Texas Capital Bank Wealth Management Services Inc | 29.151.050 $ | +5.435.155 $ | 23.715.895 $ | +6.412.808 $ | 17.303.087 $ | +4.087.102 $ | 13.215.985 $ | |
|---|
| Clearstead Trust, LLC | 27.786.128 $ | -1.326.574 $ | 29.112.702 $ | +930.632 $ | 28.182.070 $ | | | |
|---|
| Stratos Wealth Advisors, LLC | 27.096.953 $ | -1.831.875 $ | 28.928.828 $ | | | | | |
|---|
| Sargent Investment Group, LLC | 27.149.963 $ | -1.766.170 $ | 28.916.133 $ | | | | | |
|---|
| West Branch Capital LLC | 27.085.336 $ | -1.740.740 $ | 28.826.076 $ | +1.272.928 $ | 27.553.148 $ | +6.653.683 $ | 20.899.465 $ | |
|---|
| NBC SECURITIES, INC. | 28.769.519 $ | +28.740.178 $ | | | 29.341 $ | -909 $ | 30.250 $ | |
|---|
| EFG Private Wealth Management (Americas) Corp. | | | 28.364.284 $ | -344.597 $ | 28.708.881 $ | +7.058.294 $ | 21.650.587 $ | |
|---|
| Hamilton Wealth, LLC | | | 28.679.312 $ | +1.773.303 $ | 26.906.009 $ | +6.186.007 $ | 20.720.002 $ | |
|---|
| Avior Wealth Management, LLC | 26.050.025 $ | -2.572.626 $ | 28.622.651 $ | +53.127 $ | 28.569.524 $ | +9.202.442 $ | 19.367.082 $ | |
|---|
| Csenge Advisory Group | 27.398.660 $ | -1.181.020 $ | 28.579.680 $ | | | | | |
|---|
| Capital Planning LLC | 26.208.669 $ | -2.310.878 $ | 28.519.547 $ | +933.794 $ | 27.585.753 $ | +1.961.664 $ | 25.624.089 $ | |
|---|
| Tufton Capital Management | 35.116 $ | -2.979 $ | 38.095 $ | +1.279 $ | 36.816 $ | -28.481.752 $ | 28.518.568 $ | |
|---|
| Supplemental Annuity Collective Trust of NJ | 26.599.100 $ | -1.888.150 $ | 28.487.250 $ | +781.513 $ | 27.705.737 $ | +6.796.514 $ | 20.909.223 $ | |
|---|
| Brown Shipley& Co Ltd | 25.584.949 $ | -2.845.844 $ | 28.430.793 $ | +323.149 $ | 28.107.644 $ | +4.389.753 $ | 23.717.891 $ | |
|---|
| Delta Investment Management, LLC | 26.559.272 $ | -1.808.424 $ | 28.367.696 $ | | | | | |
|---|
| Field & Main Bank | 26.210.269 $ | -1.562.677 $ | 27.772.946 $ | -574.374 $ | 28.347.320 $ | +6.526.911 $ | 21.820.409 $ | |
|---|
| VAN STRUM & TOWNE INC. | 25.431.642 $ | -2.688.382 $ | 28.120.024 $ | -16.968 $ | 28.136.992 $ | +6.654.548 $ | 21.482.444 $ | |
|---|
| Heirloom Wealth Management | 26.602.501 $ | -1.426.517 $ | 28.029.018 $ | +1.410.717 $ | 26.618.301 $ | +6.514.843 $ | 20.103.458 $ | |
|---|
| Premier Path Wealth Partners, LLC | 26.225.867 $ | -1.797.603 $ | 28.023.470 $ | +8.686.924 $ | | | 19.336.546 $ | |
|---|
| SFE Investment Counsel | 26.583.568 $ | -1.424.997 $ | 28.008.565 $ | | | | | |
|---|
| Great Lakes Retirement, Inc. | 26.483.890 $ | -1.431.700 $ | 27.915.590 $ | +1.279.078 $ | 26.636.512 $ | +10.650.227 $ | 15.986.285 $ | |
|---|
| Greenland Capital Management LP | 5.730.897 $ | -22.160.193 $ | 27.891.090 $ | +6.899.393 $ | 20.991.697 $ | +19.827.988 $ | 1.163.709 $ | |
|---|
| K.J. Harrison & Partners Inc | 25.684.091 $ | -2.192.172 $ | 27.876.263 $ | | | | | |
|---|
| Watts Gwilliam & Co., LLC | | | 27.800.244 $ | +474.307 $ | 27.325.937 $ | +9.279.568 $ | 18.046.369 $ | |
|---|
| St. Clair Advisors, LLC | 25.074.246 $ | -2.694.089 $ | 27.768.335 $ | +861.936 $ | 26.906.399 $ | +6.281.346 $ | 20.625.053 $ | |
|---|
| Baker Chad R | 26.116.741 $ | -1.622.071 $ | 27.738.812 $ | +1.047.791 $ | 26.691.021 $ | +6.547.594 $ | 20.143.427 $ | |
|---|
| BW Gestao de Investimentos Ltda. | 14.496.993 $ | +3.073.088 $ | 11.423.905 $ | -16.274.371 $ | 27.698.276 $ | +12.642.885 $ | 15.055.391 $ | |
|---|
| CMH Wealth Management LLC | 26.204.467 $ | -1.382.068 $ | 27.586.535 $ | +407.555 $ | 27.178.980 $ | +2.037.235 $ | 25.141.745 $ | |
|---|
| Broderick Brian C | 25.676.354 $ | -1.815.395 $ | 27.491.749 $ | +1.085.744 $ | 26.406.005 $ | | | |
|---|
| Miramar Capital, LLC | 25.669.212 $ | -1.801.941 $ | 27.471.153 $ | +938.192 $ | 26.532.961 $ | +6.848.548 $ | 19.684.413 $ | |
|---|
| PDS Planning, Inc | 25.660.665 $ | -1.798.073 $ | 27.458.738 $ | +1.354.566 $ | 26.104.172 $ | +8.975.216 $ | 17.128.956 $ | |
|---|
| Alpha Omega Wealth Management LLC | 25.209.207 $ | -2.248.278 $ | 27.457.485 $ | +818.889 $ | 26.638.596 $ | +6.222.128 $ | 20.416.468 $ | |
|---|
| PLIMOTH TRUST CO LLC | 25.179.191 $ | -2.249.887 $ | 27.429.078 $ | +398.326 $ | 27.030.752 $ | +6.528.827 $ | 20.501.925 $ | |
|---|
| Regal Investment Advisors LLC | 26.378.360 $ | -1.015.949 $ | 27.394.309 $ | +1.741.382 $ | 25.652.927 $ | +7.938.297 $ | 17.714.630 $ | |
|---|
| Waldron Private Wealth LLC | 25.587.936 $ | -1.805.879 $ | 27.393.815 $ | | | | | |
|---|
| CYPRESS ASSET MANAGEMENT INC/TX | 25.374.091 $ | -1.979.366 $ | 27.353.457 $ | | | | | |
|---|
| Harbour Trust & Investment Management Co | 27.322.112 $ | -17.879 $ | 27.339.991 $ | +1.845.241 $ | 25.494.750 $ | +6.669.692 $ | 18.825.058 $ | |
|---|
| Copeland Capital Management, LLC | 24.325.965 $ | -2.827.324 $ | 27.153.289 $ | -149.225 $ | 27.302.514 $ | +6.631.604 $ | 20.670.910 $ | |
|---|
| CITY HOLDING CO | 25.650.477 $ | -1.598.606 $ | 27.249.083 $ | +950.569 $ | 26.298.514 $ | +6.289.995 $ | 20.008.519 $ | |
|---|
| CONNING INC. | 23.689.159 $ | -3.558.118 $ | 27.247.277 $ | | | | | |
|---|
| Shay Capital LLC | 27.203.625 $ | +16.450.983 $ | 10.752.642 $ | +8.016.887 $ | 2.735.755 $ | +2.172.670 $ | 563.085 $ | |
|---|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | | | 27.192.375 $ | +1.078.350 $ | 26.114.025 $ | +6.406.050 $ | 19.707.975 $ | |
|---|
| SIMON QUICK ADVISORS, LLC | 21.512.439 $ | -1.103.200 $ | 22.615.639 $ | +2.574.286 $ | 20.041.353 $ | -7.060.898 $ | 27.102.251 $ | |
|---|
| Main Street Financial Solutions, LLC | 14.486.204 $ | -12.580.390 $ | 27.066.594 $ | +4.656.207 $ | 22.410.387 $ | +12.944.218 $ | 9.466.169 $ | |
|---|
| Kozak & Associates, Inc. | 23.696.144 $ | -2.046.379 $ | 25.742.523 $ | -1.280.623 $ | 27.023.146 $ | +6.613.003 $ | 20.410.143 $ | |
|---|
| GeoWealth Management, LLC | 23.247.341 $ | -3.742.537 $ | 26.989.878 $ | +5.646.624 $ | 21.343.254 $ | +5.309.832 $ | 16.033.422 $ | |
|---|
| Central Pacific Bank - Trust Division | 24.684.932 $ | -2.293.530 $ | 26.978.462 $ | +937.556 $ | 26.040.906 $ | +7.150.906 $ | 18.890.000 $ | |
|---|
| RKL Wealth Management LLC | 25.426.217 $ | -1.463.424 $ | 26.889.641 $ | | | | | |
|---|
| Ratan Capital Management LP | 26.883.952 $ | +24.507.079 $ | 2.376.873 $ | -15.634.715 $ | 18.011.588 $ | +0 $ | 18.011.588 $ | |
|---|
| PRINCETON CAPITAL MANAGEMENT LLC | 25.034.994 $ | -1.729.019 $ | 26.764.013 $ | +920.990 $ | 25.843.023 $ | +4.974.398 $ | 20.868.625 $ | |
|---|
| Stockman Wealth Management, Inc. | 26.626.359 $ | -86.509 $ | 26.712.868 $ | +748.515 $ | 25.964.353 $ | +6.170.056 $ | 19.794.297 $ | |
|---|
| STRATEGY ASSET MANAGERS LLC | 26.640.552 $ | +237.568 $ | 26.402.984 $ | +523.099 $ | 25.879.885 $ | +6.674.190 $ | 19.205.695 $ | |
|---|
| NICOLET ADVISORY SERVICES, LLC | 26.343.212 $ | -253.324 $ | 26.596.536 $ | +86.949 $ | 26.509.587 $ | +8.021.843 $ | 18.487.744 $ | |
|---|
| MONECO ADVISORS, LLC | 25.102.455 $ | -1.381.150 $ | 26.483.605 $ | +2.296.157 $ | 24.187.448 $ | +5.968.715 $ | 18.218.733 $ | |
|---|
| D L CARLSON INVESTMENT GROUP INC | 24.274.111 $ | -2.189.602 $ | 26.463.713 $ | +1.701.621 $ | 24.762.092 $ | +5.083.453 $ | 19.678.639 $ | |
|---|
| Gryphon Financial Partners LLC | 26.042.804 $ | -293.450 $ | 26.336.254 $ | | | | | |
|---|
| Connecticut Wealth Management, LLC | 24.618.451 $ | -1.685.486 $ | 26.303.937 $ | +2.116.620 $ | 24.187.317 $ | +5.731.416 $ | 18.455.901 $ | |
|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 24.100.444 $ | -2.195.812 $ | 26.296.256 $ | | | | | |
|---|
| Family Manage LLC | 24.249.190 $ | -2.021.234 $ | 26.270.424 $ | +1.277.064 $ | 24.993.360 $ | +5.495.228 $ | 19.498.132 $ | |
|---|
| Farmers National Bank | | | 26.248.670 $ | +2.303.850 $ | 23.944.820 $ | +5.553.337 $ | 18.391.483 $ | |
|---|
| Financial Advocates Investment Management | | | 2.362.812 $ | -23.884.567 $ | 26.247.379 $ | +15.482.117 $ | 10.765.262 $ | |
|---|
| Jacobi Capital Management LLC | 25.377.987 $ | -823.392 $ | 26.201.379 $ | +2.309.647 $ | 23.891.732 $ | +6.349.603 $ | 17.542.129 $ | |
|---|
| SIGMA INVESTMENT COUNSELORS INC | 24.290.221 $ | -1.879.688 $ | 26.169.909 $ | | | | | |
|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 24.256.622 $ | -1.857.571 $ | 26.114.193 $ | +503.364 $ | 25.610.829 $ | +6.136.209 $ | 19.474.620 $ | |
|---|
| CAMPBELL CAPITAL MANAGEMENT INC | 24.350.361 $ | -1.686.468 $ | 26.036.829 $ | +154.458 $ | 25.882.371 $ | +6.027.909 $ | 19.854.462 $ | |
|---|
| Cardinal Capital Management | 23.983.192 $ | -2.015.300 $ | 25.998.492 $ | +608.704 $ | 25.389.788 $ | +6.253.538 $ | 19.136.250 $ | |
|---|
| DAVIDSON TRUST CO | 20.770.512 $ | -5.182.927 $ | 25.953.439 $ | +6.080.417 $ | 19.873.022 $ | | | |
|---|
| Tairen Capital Ltd | | | 25.949.295 $ | | | | | |
|---|
| Fragasso Financial Advisors Inc | 23.557.477 $ | -2.025.543 $ | 25.583.020 $ | -333.213 $ | 25.916.233 $ | +4.554.221 $ | 21.362.012 $ | |
|---|
| Quinn Opportunity Partners LLC | 25.873.670 $ | +3.450.875 $ | | | | | 22.422.795 $ | |
|---|
| CAMDEN NATIONAL BANK | 23.956.117 $ | -1.827.952 $ | 25.784.069 $ | +685.258 $ | 25.098.811 $ | +5.833.045 $ | 19.265.766 $ | |
|---|
| HWG Holdings LP | 25.271.819 $ | -472.641 $ | 25.744.460 $ | +2.645.472 $ | 23.098.988 $ | +9.325.731 $ | 13.773.257 $ | |
|---|
| R.H. Dinel Investment Counsel, Inc. | 22.181.231 $ | -3.555.705 $ | 25.736.936 $ | +916.177 $ | 24.820.759 $ | +5.591.406 $ | 19.229.353 $ | |
|---|
| Security National Bank | 24.110.875 $ | -1.562.870 $ | 25.673.745 $ | +1.453.857 $ | 24.219.888 $ | +5.793.119 $ | 18.426.769 $ | |
|---|
| CONDOR CAPITAL MANAGEMENT | 23.927.897 $ | -1.738.957 $ | 25.666.854 $ | | | | | |
|---|
| Nordwand Advisors, LLC | 24.033.291 $ | -1.609.158 $ | 25.642.449 $ | +2.398.691 $ | 23.243.758 $ | +15.474.687 $ | 7.769.071 $ | |
|---|
| Rehmann Capital Advisory Group | 23.760.814 $ | -1.864.518 $ | 25.625.332 $ | +579.770 $ | 25.045.562 $ | +7.370.280 $ | 17.675.282 $ | |
|---|
| Investidor Profissional Gestao de Recursos Ltda. | 13.631.797 $ | -1.846.621 $ | 15.478.418 $ | -10.110.342 $ | 25.588.760 $ | +8.667.305 $ | 16.921.455 $ | |
|---|
| LINCOLN CAPITAL CORP | 22.866.535 $ | -2.716.686 $ | 25.583.221 $ | | | | | |
|---|
| HARVEY CAPITAL MANAGEMENT INC | 22.187.518 $ | -2.461.205 $ | 24.648.723 $ | -873.418 $ | 25.522.141 $ | +5.867.096 $ | 19.655.045 $ | |
|---|
| Moloney Securities Asset Management, LLC | | | 25.042.886 $ | -382.986 $ | 25.425.872 $ | +8.333.357 $ | 17.092.515 $ | |
|---|
| Kestra Investment Management, LLC | 12.850.751 $ | -166.876 $ | 13.017.627 $ | -12.407.371 $ | 25.424.998 $ | +7.382.252 $ | 18.042.746 $ | |
|---|
| Aprio Wealth Management, LLC | 25.412.671 $ | +7.241.668 $ | 18.171.003 $ | +2.405.836 $ | 15.765.167 $ | +6.412.843 $ | 9.352.324 $ | |
|---|
| Rench Wealth Management, Inc. | 22.964.386 $ | -2.412.874 $ | 25.377.260 $ | +1.040.667 $ | 24.336.593 $ | +5.867.979 $ | 18.468.614 $ | |
|---|
| CHEMUNG CANAL TRUST CO | 24.613.370 $ | -735.629 $ | 25.348.999 $ | +710.285 $ | 24.638.714 $ | | | |
|---|
| ROWLANDMILLER & PARTNERS.ADV | 23.313.772 $ | -1.571.509 $ | 24.885.281 $ | -460.556 $ | 25.345.837 $ | +6.249.176 $ | 19.096.661 $ | |
|---|
| Zweig-DiMenna Associates LLC | 22.947.769 $ | -2.302.294 $ | 25.250.063 $ | +6.199.260 $ | 19.050.803 $ | +8.502.344 $ | 10.548.459 $ | |
|---|
| Global Endowment Management, LP | 24.509.000 $ | -683.053 $ | 25.192.053 $ | | | | | |
|---|
| Marietta Wealth Management, LLC | 23.977.134 $ | -1.209.737 $ | 25.186.871 $ | +1.366.291 $ | 23.820.580 $ | +5.988.842 $ | 17.831.738 $ | |
|---|
| Westbourne Investment Advisors, Inc. | 23.425.586 $ | -1.743.158 $ | 25.168.744 $ | +1.321.416 $ | 23.847.328 $ | +6.294.842 $ | 17.552.486 $ | |
|---|
| MILLER WEALTH ADVISORS, LLC | 23.509.063 $ | -1.628.356 $ | 25.137.419 $ | +1.551.508 $ | 23.585.911 $ | +5.796.793 $ | 17.789.118 $ | |
|---|
| McGuire Investment Group, LLC | 23.439.611 $ | -1.686.402 $ | 25.126.013 $ | +789.483 $ | 24.336.530 $ | +6.348.029 $ | 17.988.501 $ | |
|---|
| MONARCH CAPITAL MANAGEMENT INC | 23.331.280 $ | -1.787.742 $ | 25.119.022 $ | +654.905 $ | 24.464.117 $ | +5.633.053 $ | 18.831.064 $ | |
|---|
| WEIK CAPITAL MANAGEMENT | 23.243.388 $ | -1.754.570 $ | 24.997.958 $ | +744.612 $ | 24.253.346 $ | +5.563.705 $ | 18.689.641 $ | |
|---|
| Institute for Wealth Management, LLC. | 22.970.513 $ | -1.978.319 $ | 24.948.832 $ | +664.744 $ | 24.284.088 $ | +5.507.288 $ | 18.776.800 $ | |
|---|
| Versant Capital Management, Inc | 23.626.463 $ | -1.264.526 $ | 24.890.989 $ | +1.876.801 $ | 23.014.188 $ | +6.181.916 $ | 16.832.272 $ | |
|---|
| First Western Trust Bank | | | | | 24.877.461 $ | +5.417.621 $ | 19.459.840 $ | |
|---|
| Miura Global Management, LLC | 9.672.400 $ | -686.600 $ | 10.359.000 $ | -14.511.500 $ | 24.870.500 $ | +21.116.600 $ | 3.753.900 $ | |
|---|
| Headwater Capital Co Ltd | | | | | 24.870.500 $ | | | |
|---|
| Orbis Allan Gray Ltd | 21.813.680 $ | -2.988.356 $ | 24.802.036 $ | | | | | |
|---|
| Formidable Asset Management, LLC | 24.743.642 $ | +867.412 $ | 23.876.230 $ | +5.605.684 $ | 18.270.546 $ | +348.939 $ | 17.921.607 $ | |
|---|
| Ascent Wealth Partners, LLC | 23.157.341 $ | -1.532.475 $ | 24.689.816 $ | +865.698 $ | 23.824.118 $ | +4.099.874 $ | 19.724.244 $ | |
|---|
| Inscription Capital, LLC | 24.001.383 $ | -679.251 $ | 24.680.634 $ | +3.383.833 $ | 21.296.801 $ | +990.278 $ | 20.306.523 $ | |
|---|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 22.797.503 $ | -1.846.074 $ | 24.643.577 $ | +783.284 $ | 23.860.293 $ | +5.755.584 $ | 18.104.709 $ | |
|---|
| Fogel Capital Management, Inc. | 23.317.166 $ | -1.305.495 $ | 24.622.661 $ | | | | | |
|---|
| Saraza Management, LP | 21.641.995 $ | -2.960.630 $ | 24.602.625 $ | +229.535 $ | 24.373.090 $ | +1.849.690 $ | 22.523.400 $ | |
|---|
| Providence Capital Advisors, LLC | 23.012.497 $ | -1.489.658 $ | 24.502.155 $ | +1.449.766 $ | 23.052.389 $ | +6.231.698 $ | 16.820.691 $ | |
|---|
| Cordatus Wealth Management LLC | 23.060.681 $ | -1.358.878 $ | 24.419.559 $ | +24.396.180 $ | 23.379 $ | +5.729 $ | 17.650 $ | |
|---|
| Scott & Selber, Inc. | 22.037.454 $ | -2.376.778 $ | 24.414.232 $ | +24.390.457 $ | 23.775 $ | +5.920 $ | 17.855 $ | |
|---|
| Optimus Prime Fund Management Co., Ltd. | | | | | | | 24.400.350 $ | |
|---|
| Washington Trust Advisors, Inc. | 22.598.149 $ | -1.789.420 $ | 24.387.569 $ | +526.368 $ | 23.861.201 $ | +6.045.232 $ | 17.815.969 $ | |
|---|
| Skyline Advisors, Inc. | 22.197.975 $ | -2.061.287 $ | 24.259.262 $ | | | | | |
|---|
| MONEY CONCEPTS CAPITAL CORP | 24.258.171 $ | +101.241 $ | 24.156.930 $ | | | | | |
|---|
| Montecito Bank & Trust | 20.630.745 $ | -3.596.885 $ | 24.227.630 $ | +5.219.006 $ | | | 19.008.624 $ | |
|---|
| Monolith Management Ltd | 24.181.000 $ | | | | | | | |
|---|
| Ransom Advisory, Ltd | 22.267.152 $ | -1.900.738 $ | 24.167.890 $ | +595.798 $ | 23.572.092 $ | +5.279.464 $ | 18.292.628 $ | |
|---|
| HCR Wealth Advisors | 23.151.249 $ | -1.001.592 $ | 24.152.841 $ | +819.977 $ | 23.332.864 $ | +5.751.828 $ | 17.581.036 $ | |
|---|
| GPM Growth Investors, Inc. | 21.526.410 $ | -2.388.895 $ | 23.915.305 $ | +1.084.186 $ | 22.831.119 $ | +5.468.956 $ | 17.362.163 $ | |
|---|
| McKinley Carter Wealth Services, Inc. | 20.974.915 $ | -2.906.169 $ | 23.881.084 $ | | | | | |
|---|
| Renaissance Investment Group LLC | 22.202.560 $ | -1.660.931 $ | 23.863.491 $ | +895.167 $ | 22.968.324 $ | +5.630.671 $ | 17.337.653 $ | |
|---|
| Avantax Planning Partners, Inc. | 20.095.852 $ | -3.734.305 $ | 23.830.157 $ | | | | | |
|---|
| GLOBEFLEX CAPITAL L P | | | | | 23.812.509 $ | +5.841.464 $ | 17.971.045 $ | |
|---|
| Biondo Investment Advisors, LLC | 21.581.092 $ | -2.220.279 $ | 23.801.371 $ | +698.669 $ | 23.102.702 $ | +5.587.584 $ | 17.515.118 $ | |
|---|
| Weiss Asset Management LP | 23.801.358 $ | | | | | | | |
|---|
| COZAD ASSET MANAGEMENT INC | 21.850.828 $ | -1.905.390 $ | 23.756.218 $ | +775.998 $ | 22.980.220 $ | +12.893.686 $ | 10.086.534 $ | |
|---|
| McCollum Christoferson Group LLC | 21.672.947 $ | -2.016.014 $ | 23.688.961 $ | +1.690.506 $ | 21.998.455 $ | +5.233.162 $ | 16.765.293 $ | |
|---|
| Arvin Capital Management LP | | | 23.618.520 $ | | | | | |
|---|
| Adalta Capital Management LLC | 21.873.165 $ | -1.709.617 $ | 23.582.782 $ | +885.466 $ | 22.697.316 $ | +4.512.298 $ | 18.185.018 $ | |
|---|
| Resonant Capital Advisors, LLC | 22.366.458 $ | -1.194.052 $ | 23.560.510 $ | +777.640 $ | 22.782.870 $ | +8.460.240 $ | 14.322.630 $ | |
|---|
| Accent Capital Management, LLC | 21.805.925 $ | -1.676.137 $ | 23.482.062 $ | | | | | |
|---|
| Moss Adams Wealth Advisors LLC | 22.047.874 $ | -1.427.172 $ | 23.475.046 $ | +62.939 $ | 23.412.107 $ | +6.491.931 $ | 16.920.176 $ | |
|---|
| CATALYST FINANCIAL PARTNERS LLC | 23.087.932 $ | -337.458 $ | 23.425.390 $ | +1.548.784 $ | 21.876.606 $ | +6.099.748 $ | 15.776.858 $ | |
|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 22.280.919 $ | -1.126.344 $ | 23.407.263 $ | +1.607.709 $ | 21.799.554 $ | +5.266.955 $ | 16.532.599 $ | |
|---|
| PATTON ALBERTSON MILLER GROUP, LLC | 19.859.796 $ | -3.538.977 $ | 23.398.773 $ | +2.798.715 $ | 20.600.058 $ | +7.639.101 $ | 12.960.957 $ | |
|---|
| Keystone Financial Group | 23.387.612 $ | | | | | | | |
|---|
| JACKSON SQUARE CAPITAL, LLC | 21.010.395 $ | -2.362.566 $ | 23.372.961 $ | | | | | |
|---|
| Barrier Capital Management, LLC | | | 23.348.150 $ | +3.753.678 $ | 19.594.472 $ | | | |
|---|
| Wells Trecaso Financial Group, LLC | | | 14.591.161 $ | -8.602.358 $ | 23.193.519 $ | +5.529.330 $ | 17.664.189 $ | |
|---|
| SCHOLTZ & COMPANY, LLC | 21.973.800 $ | -958.481 $ | 22.932.281 $ | +327.938 $ | 22.604.343 $ | +5.209.864 $ | 17.394.479 $ | |
|---|
| Advisory Alpha, LLC | 22.798.374 $ | -76.763 $ | 22.875.137 $ | | | | | |
|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 22.730.009 $ | +4.882.110 $ | 17.847.899 $ | +547.616 $ | 17.300.283 $ | +3.976.292 $ | 13.323.991 $ | |
|---|
| Dynasty Wealth Management, LLC | 22.723.945 $ | +268.499 $ | 22.455.446 $ | +22.015.598 $ | 439.848 $ | -7.104.856 $ | 7.544.704 $ | |
|---|
| STF Management LP | 8.262.648 $ | -14.448.424 $ | 22.711.072 $ | +372.886 $ | 22.338.186 $ | +5.947.532 $ | 16.390.654 $ | |
|---|
| NEXT CENTURY GROWTH INVESTORS LLC | 20.898.187 $ | -1.521.278 $ | 22.419.465 $ | +2.897.615 $ | 19.521.850 $ | +7.673.041 $ | 11.848.809 $ | |
|---|
| AlphaStar Capital Management, LLC | | | | | 22.393.709 $ | | | |
|---|
| M. Kulyk & Associates, LLC | 21.774.111 $ | -619.588 $ | 22.393.699 $ | | | | | |
|---|
| LAKE STREET PRIVATE WEALTH, LLC | 21.023.320 $ | -1.274.826 $ | 22.298.146 $ | +1.264.590 $ | 21.033.556 $ | +5.359.776 $ | 15.673.780 $ | |
|---|
| Strategic Global Advisors, LLC | 20.969.763 $ | -1.317.626 $ | 22.287.389 $ | | | | | |
|---|
| Morse Asset Management, Inc | 20.024.770 $ | -2.235.685 $ | 22.260.455 $ | +886.250 $ | 21.374.205 $ | +4.159.195 $ | 17.215.010 $ | |
|---|
| WBH ADVISORY INC | 19.760.337 $ | -1.679.036 $ | 21.439.373 $ | +440.937 $ | 20.998.436 $ | -1.248.713 $ | 22.247.149 $ | |
|---|
| Legacy Trust | 21.462.088 $ | -775.577 $ | 22.237.665 $ | +3.607.671 $ | 18.629.994 $ | +3.264.155 $ | 15.365.839 $ | |
|---|
| WEALTH ALLIANCE, LLC | 20.428.218 $ | -1.799.530 $ | 22.227.748 $ | +1.197.655 $ | 21.030.093 $ | +5.100.211 $ | 15.929.882 $ | |
|---|
| Lincoln Capital LLC | 20.629.442 $ | -1.569.558 $ | 22.199.000 $ | | | | | |
|---|
| FIRST INTERSTATE BANK | 20.115.691 $ | -2.010.616 $ | 22.126.307 $ | +757.573 $ | 21.368.734 $ | +5.154.889 $ | 16.213.845 $ | |
|---|
| HORAN Wealth, LLC | 21.041.552 $ | -971.531 $ | 22.013.083 $ | | | | | |
|---|
| SS&H Financial Advisors, Inc. | 20.154 $ | -21.939.964 $ | 21.960.118 $ | +855.936 $ | 21.104.182 $ | +21.087.714 $ | 16.468 $ | |
|---|
| Golden State Equity Partners | 21.011.030 $ | -929.127 $ | 21.940.157 $ | +2.011.191 $ | 19.928.966 $ | +5.540.823 $ | 14.388.143 $ | |
|---|
| Sovran Advisors, LLC | 21.922.931 $ | +349.316 $ | 21.573.615 $ | +1.792.727 $ | 19.780.888 $ | +6.316.502 $ | 13.464.386 $ | |
|---|
| Sage Capital Advisors,llc | 20.277.080 $ | -1.642.616 $ | 21.919.696 $ | +91.525 $ | 21.828.171 $ | +5.333.708 $ | 16.494.463 $ | |
|---|
| ALTA FOX CAPITAL MANAGEMENT, LLC | 8.705.160 $ | -13.204.125 $ | 21.909.285 $ | +868.842 $ | 21.040.443 $ | +5.161.446 $ | 15.878.997 $ | |
|---|
| THAMES CAPITAL MANAGEMENT LLC | 21.867.846 $ | +713.214 $ | 21.154.632 $ | +838.915 $ | 20.315.717 $ | +4.983.663 $ | 15.332.054 $ | |
|---|
| Accredited Investors Inc. | 20.070.609 $ | -1.784.715 $ | 21.855.324 $ | +2.392.658 $ | 19.462.666 $ | +5.397.892 $ | 14.064.774 $ | |
|---|
| Patriot Financial Group Insurance Agency, LLC | 21.646.739 $ | -53.688 $ | 21.700.427 $ | +1.076.550 $ | 20.623.877 $ | +6.053.141 $ | 14.570.736 $ | |
|---|
| Oak Harvest Investment Services | 21.675.657 $ | +8.705.221 $ | 12.970.436 $ | +6.172.693 $ | 6.797.743 $ | +1.635.072 $ | 5.162.671 $ | |
|---|
| ADVISORY RESEARCH INC | 20.187.676 $ | -1.436.537 $ | 21.624.213 $ | | | | | |
|---|
| Columbia Bank | 20.056.689 $ | -1.514.046 $ | 21.570.735 $ | +980.373 $ | 20.590.362 $ | +5.822.519 $ | 14.767.843 $ | |
|---|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 16.464.843 $ | -5.104.667 $ | 21.569.510 $ | +46.082 $ | 21.523.428 $ | +4.901.159 $ | 16.622.269 $ | |
|---|
| BOYAR ASSET MANAGEMENT INC. | 19.711.364 $ | -1.837.106 $ | 21.548.470 $ | | | | | |
|---|
| IFG Advisory, LLC | 21.476.011 $ | +65.581 $ | 21.410.430 $ | +161.231 $ | 21.249.199 $ | +5.563.335 $ | 15.685.864 $ | |
|---|
| WHITENER CAPITAL MANAGEMENT, INC. | 19.863.268 $ | -1.513.822 $ | 21.377.090 $ | | | | | |
|---|
| Cavalier Investments, LLC | 21.356.659 $ | +8.054.196 $ | 13.302.463 $ | | | | | |
|---|
| CRA Financial Services, LLC | 19.952.840 $ | -1.309.671 $ | 21.262.511 $ | +663.120 $ | 20.599.391 $ | +4.961.225 $ | 15.638.166 $ | |
|---|
| Aviance Capital Partners, LLC | 19.823.588 $ | -1.428.876 $ | 21.252.464 $ | +1.348.516 $ | 19.903.948 $ | +4.994.285 $ | 14.909.663 $ | |
|---|
| Evernest Financial Advisors, LLC | 21.227.248 $ | +14.581.487 $ | 6.645.761 $ | +2.113.135 $ | | | 4.532.626 $ | |
|---|
| Headlands Technologies LLC | 21.195.614 $ | +10.569.870 $ | 10.625.744 $ | -8.384 $ | 10.634.128 $ | | | |
|---|
| Brown Miller Wealth Management, LLC | 19.808.805 $ | -1.346.731 $ | 21.155.536 $ | +1.008.304 $ | 20.147.232 $ | +4.956.228 $ | 15.191.004 $ | |
|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 14.363.868 $ | +553.522 $ | 13.810.346 $ | -6.934.654 $ | 20.745.000 $ | -383.632 $ | 21.128.632 $ | |
|---|
| Quent Capital, LLC | 20.863.591 $ | -197.644 $ | 21.061.235 $ | +1.129.611 $ | 19.931.624 $ | +5.135.805 $ | 14.795.819 $ | |
|---|
| Banque de Luxembourg S.A. | 20.645.738 $ | -390.801 $ | 21.036.539 $ | +5.008.512 $ | 16.028.027 $ | -37.914 $ | 16.065.941 $ | |
|---|
| Shepherd Financial Partners LLC | 18.765.922 $ | -2.230.932 $ | 20.996.854 $ | +821.977 $ | 20.174.877 $ | +4.908.678 $ | 15.266.199 $ | |
|---|
| Wills Financial Group LLC | 17.146.715 $ | -3.803.753 $ | 20.950.468 $ | +574.816 $ | 20.375.652 $ | +5.046.481 $ | 15.329.171 $ | |
|---|
| Grandview Asset Management LLC | 19.675.294 $ | -1.270.424 $ | 20.945.718 $ | +20.926.095 $ | 19.623 $ | +4.903 $ | 14.720 $ | |
|---|
| Iowa State Bank | 19.391.711 $ | -1.538.649 $ | 20.930.360 $ | +628.571 $ | 20.301.789 $ | +4.934.449 $ | 15.367.340 $ | |
|---|
| Catalyst Funds Management Pty Ltd | 2.437.445 $ | -18.435.940 $ | 20.873.385 $ | | | | | |
|---|
| HOERTKORN RICHARD CHARLES | 18.999.495 $ | -1.773.408 $ | 20.772.903 $ | -86.483 $ | 20.859.386 $ | +4.969.127 $ | 15.890.259 $ | |
|---|
| Paragon Capital Management LLC | 17.999.636 $ | -2.847.778 $ | 20.847.414 $ | +460.442 $ | 20.386.972 $ | +4.710.302 $ | 15.676.670 $ | |
|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 20.558.203 $ | -287.731 $ | 20.845.934 $ | +60.662 $ | 20.785.272 $ | +4.781.270 $ | 16.004.002 $ | |
|---|
| IPG Investment Advisors LLC | 20.798.078 $ | +2.636.679 $ | 18.161.399 $ | +9.144.351 $ | 9.017.048 $ | +3.148.952 $ | 5.868.096 $ | |
|---|
| Morton Capital Management LLC/CA | 18.510.364 $ | -2.276.863 $ | 20.787.227 $ | | | | | |
|---|
| NVWM, LLC | 19.128.713 $ | -1.624.557 $ | 20.753.270 $ | +1.075.227 $ | 19.678.043 $ | +5.123.451 $ | 14.554.592 $ | |
|---|
| Manchester Capital Management LLC | 19.025.914 $ | +356.704 $ | 18.669.210 $ | -2.062.552 $ | 20.731.762 $ | +4.727.350 $ | 16.004.412 $ | |
|---|
| Brookwood Investment Group LLC | 20.649.275 $ | +3.250.348 $ | 17.398.927 $ | -164.555 $ | 17.563.482 $ | +2.800.278 $ | 14.763.204 $ | |
|---|
| Litman Gregory Wealth Management LLC | 19.256.800 $ | -1.383.753 $ | 20.640.553 $ | +411.395 $ | 20.229.158 $ | +4.811.342 $ | 15.417.816 $ | |
|---|
| Richard C. Young & CO., LTD. | 20.011.662 $ | -619.432 $ | 20.631.094 $ | +851.755 $ | 19.779.339 $ | +5.081.216 $ | 14.698.123 $ | |
|---|
| Nilsine Partners, LLC | 19.956.966 $ | -659.270 $ | 20.616.236 $ | +3.431.996 $ | 17.184.240 $ | +2.135.952 $ | 15.048.288 $ | |
|---|
| SEARLE & CO. | 19.469.574 $ | -1.092.005 $ | 20.561.579 $ | | | | | |
|---|
| Pinnacle Wealth Planning Services, Inc. | 18.680.554 $ | -1.771.983 $ | 20.452.537 $ | +1.241.019 $ | 19.211.518 $ | +6.496.095 $ | 12.715.423 $ | |
|---|
| Tradewinds, LLC. | 18.629.475 $ | -1.766.564 $ | 20.396.039 $ | +5.501.341 $ | | | 14.894.698 $ | |
|---|
| Westover Capital Advisors, LLC | 19.160.057 $ | -1.224.383 $ | 20.384.440 $ | +1.164.518 $ | 19.219.922 $ | | | |
|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 16.981.739 $ | -3.274.233 $ | 20.255.972 $ | +2.093.612 $ | 18.162.360 $ | +4.484.121 $ | 13.678.239 $ | |
|---|
| SeaBridge Investment Advisors LLC | 18.328.747 $ | -1.882.527 $ | 20.211.274 $ | | | | | |
|---|
| Concord Wealth Partners | 19.686.167 $ | -486.141 $ | 20.172.308 $ | +781.227 $ | 19.391.081 $ | +4.199.902 $ | 15.191.179 $ | |
|---|
| Allegiance Financial Group Advisory Services LLC | 18.900.015 $ | -1.268.829 $ | 20.168.844 $ | | | | | |
|---|
| HAMILTON CAPITAL PARTNERS, LLC | 17.567.602 $ | -1.085.571 $ | 18.653.173 $ | -1.500.350 $ | 20.153.523 $ | +4.916.490 $ | 15.237.033 $ | |
|---|
| Trust Point Inc. | 18.512.007 $ | -1.578.243 $ | 20.090.250 $ | +249.560 $ | 19.840.690 $ | +6.102.544 $ | 13.738.146 $ | |
|---|
| Diligent Investors, LLC | 10.735.787 $ | -683.921 $ | 11.419.708 $ | +491.309 $ | 10.928.399 $ | -9.120.468 $ | 20.048.867 $ | |
|---|
| Potrero Capital Research LLC | 18.713.192 $ | -1.328.365 $ | 20.041.557 $ | +794.774 $ | 19.246.783 $ | +4.721.442 $ | 14.525.341 $ | |
|---|
| ROBERTS GLORE & CO INC /IL/ | 18.682.724 $ | -1.350.933 $ | 20.033.657 $ | +183.516 $ | 19.850.141 $ | +4.271.081 $ | 15.579.060 $ | |
|---|
| MSA Advisors, LLC | 17.458.682 $ | -2.554.906 $ | 20.013.588 $ | +793.666 $ | 19.219.922 $ | | | |
|---|
| Huber Capital Management LLC | 18.649.354 $ | -1.321.763 $ | 19.971.117 $ | | | | | |
|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 18.456.669 $ | -1.501.787 $ | 19.958.456 $ | +410.302 $ | 19.548.154 $ | +5.170.583 $ | 14.377.571 $ | |
|---|
| Tradition Wealth Management, LLC | 19.928.671 $ | +888.783 $ | 19.039.888 $ | +1.484.562 $ | 17.555.326 $ | +4.260.884 $ | 13.294.442 $ | |
|---|
| Tranquility Partners, LLC | 17.271.850 $ | -2.647.526 $ | 19.919.376 $ | +1.107.569 $ | 18.811.807 $ | +4.617.243 $ | 14.194.564 $ | |
|---|
| Winthrop Advisory Group LLC | 19.187.430 $ | -701.467 $ | 19.888.897 $ | +796.036 $ | 19.092.861 $ | +7.310.050 $ | 11.782.811 $ | |
|---|
| ELEVATUS WELATH MANAGEMENT | 19.675.797 $ | -158.354 $ | 19.834.151 $ | +12.117.988 $ | | | 7.716.163 $ | |
|---|
| Costello Asset Management, INC | 19.211.387 $ | -586.613 $ | 19.798.000 $ | +1.387.454 $ | 18.410.546 $ | +4.339.497 $ | 14.071.049 $ | |
|---|
| Bill Few Associates, Inc. | 18.810.552 $ | -983.078 $ | 19.793.630 $ | | | | | |
|---|
| Alta Advisers Ltd | 13.935.027 $ | -5.847.555 $ | 19.782.582 $ | +784.504 $ | 18.998.078 $ | +4.660.432 $ | 14.337.646 $ | |
|---|
| LVW Advisors, LLC | 18.295.722 $ | -1.478.737 $ | 19.774.459 $ | | | | | |
|---|
| Hartford Financial Management Inc. | 13.400.799 $ | -478.322 $ | 13.879.121 $ | +753.879 $ | 13.125.242 $ | -6.534.661 $ | 19.659.903 $ | |
|---|
| Texas Bank & Trust Co | 18.258.107 $ | -1.303.310 $ | 19.561.417 $ | +708.584 $ | 18.852.833 $ | +4.531.704 $ | 14.321.129 $ | |
|---|
| Baugh & Associates, LLC | 17.761.155 $ | -1.673.072 $ | 19.434.227 $ | | | | | |
|---|
| Asset Dedication, LLC | 17.741.279 $ | -1.660.509 $ | 19.401.788 $ | +310.461 $ | 19.091.327 $ | +4.627.392 $ | 14.463.935 $ | |
|---|
| Concord Asset Management, LLC/VA | 14.705.485 $ | -436.985 $ | 15.142.470 $ | -4.248.611 $ | 19.391.081 $ | +8.840.387 $ | 10.550.694 $ | |
|---|
| Kathmere Capital Management, LLC | 19.370.994 $ | +1.141.027 $ | 18.229.967 $ | +2.020.688 $ | 16.209.279 $ | +4.417.421 $ | 11.791.858 $ | |
|---|
| Gibraltar Capital Management, Inc. | 18.349.221 $ | -977.006 $ | 19.326.227 $ | | | | | |
|---|
| American Trust | 17.711.132 $ | -1.613.065 $ | 19.324.197 $ | +363.923 $ | 18.960.274 $ | +5.708.632 $ | 13.251.642 $ | |
|---|
| SEAVIEW INVESTMENT MANAGERS LLC | 8.593.418 $ | -201.348 $ | 8.794.766 $ | -10.501.992 $ | 19.296.758 $ | +4.850.473 $ | 14.446.285 $ | |
|---|
| BNC WEALTH MANAGEMENT, LLC | 17.614.912 $ | -1.679.320 $ | 19.294.232 $ | +495.856 $ | 18.798.376 $ | | | |
|---|
| Blue Zone Wealth Advisors, LLC | 19.251.835 $ | +4.134.630 $ | 15.117.205 $ | | | | | |
|---|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 16.778.865 $ | -2.431.028 $ | 19.209.893 $ | | | | | |
|---|
| Apollon Financial, LLC | 19.164.451 $ | -35.151 $ | 19.199.602 $ | | | | | |
|---|
| HALL CAPITAL MANAGEMENT CO INC | 17.892.525 $ | -1.296.007 $ | 19.188.532 $ | | | | | |
|---|
| PUZO MICHAEL J | 17.960.196 $ | -1.185.825 $ | 19.146.021 $ | | | | | |
|---|
| Marks Group Wealth Management, Inc | 19.138.422 $ | +3.671.313 $ | 15.467.109 $ | -482.580 $ | 15.949.689 $ | +3.745.887 $ | 12.203.802 $ | |
|---|
| VeraBank, N.A. | 17.407.418 $ | -1.680.593 $ | 19.088.011 $ | +760.442 $ | 18.327.569 $ | +8.181.528 $ | 10.146.041 $ | |
|---|
| BankPlus Trust Department | 16.695.046 $ | -2.375.356 $ | 19.070.402 $ | +2.248.990 $ | 16.821.412 $ | +4.525.887 $ | 12.295.525 $ | |
|---|
| OLD SECOND NATIONAL BANK OF AURORA | 17.380.336 $ | -1.672.973 $ | 19.053.309 $ | | | | | |
|---|
| Aljian Capital Management, LLC | 17.431.870 $ | -1.503.359 $ | 18.935.229 $ | | | | | |
|---|
| Citizens National Bank Trust Department | 17.671.475 $ | -1.240.951 $ | 18.912.426 $ | +1.337.438 $ | 17.574.988 $ | +4.177.319 $ | 13.397.669 $ | |
|---|
| Lafayette Investments, Inc. | 17.690.389 $ | -1.182.161 $ | 18.872.550 $ | +928.024 $ | 17.944.526 $ | +4.365.605 $ | 13.578.921 $ | |
|---|
| CENTRAL BANK & TRUST CO | 17.058.245 $ | -1.780.633 $ | 18.838.878 $ | +579.951 $ | 18.258.927 $ | +4.407.036 $ | 13.851.891 $ | |
|---|
| Pegasus Asset Management, Inc. | 17.576.686 $ | -1.197.966 $ | 18.774.652 $ | +792.783 $ | 17.981.869 $ | +4.462.948 $ | 13.518.921 $ | |
|---|
| TLW Wealth Management, LLC | 16.653.455 $ | -2.118.089 $ | 18.771.544 $ | +140.058 $ | 18.631.486 $ | +4.608.793 $ | 14.022.693 $ | |
|---|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 17.508.560 $ | -1.212.187 $ | 18.720.747 $ | +227.919 $ | 18.492.828 $ | +4.335.790 $ | 14.157.038 $ | |
|---|
| Mirabaud Asset Management Ltd | 18.718.874 $ | +539.085 $ | 18.179.789 $ | +1.824.341 $ | | | 16.355.448 $ | |
|---|
| Heritage Wealth Management, Inc. | 17.243.473 $ | -1.473.919 $ | 18.717.392 $ | +355.021 $ | 18.362.371 $ | +4.270.434 $ | 14.091.937 $ | |
|---|
| Platform Technology Partners | 18.702.383 $ | +253.846 $ | 18.448.537 $ | +686.108 $ | 17.762.429 $ | +4.039.968 $ | 13.722.461 $ | |
|---|
| Asio Capital, LLC | 18.627.108 $ | +16.647 $ | 18.610.461 $ | +2.441.154 $ | 16.169.307 $ | +4.235.284 $ | 11.934.023 $ | |
|---|
| Strait & Sound Wealth Management LLC | 17.668.576 $ | -956.319 $ | 18.624.895 $ | | | | | |
|---|
| Destiny Wealth Partners, LLC | 17.539.586 $ | -980.208 $ | 18.519.794 $ | +1.355.889 $ | 17.163.905 $ | +6.076.297 $ | 11.087.608 $ | |
|---|
| Wealth High Governance Capital Ltda | | | | | 18.503.652 $ | | | |
|---|
| ARROW FINANCIAL CORP | 16.600.256 $ | -1.869.841 $ | 18.470.097 $ | +721.016 $ | 17.749.081 $ | +3.757.545 $ | 13.991.536 $ | |
|---|
| Strong Tower Advisory Services | 17.712.298 $ | -721.594 $ | 18.433.892 $ | | | | | |
|---|
| VANTAGE WEALTH | | | | | | | 18.414.756 $ | |
|---|
| Nutshell Asset Management Ltd | 13.454.308 $ | +3.214.436 $ | 10.239.872 $ | +4.161.522 $ | 6.078.350 $ | -12.323.268 $ | 18.401.618 $ | |
|---|
| SAX WEALTH ADVISORS, LLC | 18.395.268 $ | +567.907 $ | 17.827.361 $ | +1.527.001 $ | 16.300.360 $ | +5.735.108 $ | 10.565.252 $ | |
|---|
| New Millennium Group LLC | 17.918.735 $ | -460.910 $ | 18.379.645 $ | +2.479.018 $ | 15.900.627 $ | +5.067.095 $ | 10.833.532 $ | |
|---|
| Westmount Partners, LLC | 17.300.476 $ | -1.065.602 $ | 18.366.078 $ | +688.558 $ | 17.677.520 $ | +4.463.853 $ | 13.213.667 $ | |
|---|
| GPS Wealth Strategies Group, LLC | 3.046.134 $ | -15.299.815 $ | 18.345.949 $ | +558.476 $ | 17.787.473 $ | +3.205.418 $ | 14.582.055 $ | |
|---|
| Portland Global Advisors LLC | 16.701.301 $ | -1.633.059 $ | 18.334.360 $ | +557.457 $ | 17.776.903 $ | +4.198.321 $ | 13.578.582 $ | |
|---|
| Quotient Wealth Partners, LLC | 16.433.621 $ | -1.889.849 $ | 18.323.470 $ | +1.120.834 $ | 17.202.636 $ | +5.198.408 $ | 12.004.228 $ | |
|---|
| WORLD EQUITY GROUP, INC. | 14.132.884 $ | -4.170.934 $ | 18.303.818 $ | +3.698.707 $ | 14.605.111 $ | -552.824 $ | 15.157.935 $ | |
|---|
| Buck Wealth Strategies, LLC | 18.164.266 $ | -119.895 $ | 18.284.161 $ | +1.149.502 $ | 17.134.659 $ | +5.472.158 $ | 11.662.501 $ | |
|---|
| BTG Pactual Asset Management US LLC | 9.815.552 $ | -8.348.437 $ | 18.163.989 $ | | | | | |
|---|
| CONNABLE OFFICE INC | 16.879.789 $ | -1.281.092 $ | 18.160.881 $ | +1.346.931 $ | 16.813.950 $ | +5.333.773 $ | 11.480.177 $ | |
|---|
| Capital Investment Counsel, LLC | 17.192.108 $ | -957.212 $ | 18.149.320 $ | +169.650 $ | 17.979.670 $ | +3.739.910 $ | 14.239.760 $ | |
|---|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 12.090.500 $ | -6.037.750 $ | 18.128.250 $ | +718.900 $ | 17.409.350 $ | +4.270.700 $ | 13.138.650 $ | |
|---|
| Greystone Financial Group, LLC | 16.782.220 $ | -1.343.305 $ | 18.125.525 $ | +301.239 $ | 17.824.286 $ | +3.559.619 $ | 14.264.667 $ | |
|---|
| DCM Advisors, LLC | 16.536.846 $ | -1.239.427 $ | 17.776.273 $ | -341.638 $ | 18.117.911 $ | +5.406.957 $ | 12.710.954 $ | |
|---|
| DARK FOREST CAPITAL MANAGEMENT LP | 8.393.225 $ | -3.170.527 $ | 11.563.752 $ | -6.534.013 $ | 18.097.765 $ | +6.573.667 $ | 11.524.098 $ | |
|---|
| Kemnay Advisory Services Inc. | 18.078.683 $ | +1.267.062 $ | 16.811.621 $ | +74.769 $ | 16.736.852 $ | +2.544.482 $ | 14.192.370 $ | |
|---|
| Hound Partners, LLC | 16.609.929 $ | -1.460.311 $ | 18.070.240 $ | +1.353.373 $ | | | 16.716.867 $ | |
|---|
| Newbridge Financial Services Group, Inc. | 17.574.258 $ | -470.629 $ | 18.044.887 $ | +1.174.836 $ | 16.870.051 $ | +4.480.687 $ | 12.389.364 $ | |
|---|
| J.Safra Asset Management Corp | 18.027.412 $ | +6.784.271 $ | 11.243.141 $ | +2.076.372 $ | 9.166.769 $ | +2.840.321 $ | 6.326.448 $ | |
|---|
| PERSONAL CFO SOLUTIONS, LLC | 17.243.496 $ | -717.395 $ | 17.960.891 $ | +1.545.099 $ | 16.415.792 $ | +4.464.621 $ | 11.951.171 $ | |
|---|
| First Bank & Trust | 16.714.874 $ | -1.229.504 $ | 17.944.378 $ | +654.904 $ | 17.289.474 $ | +4.162.836 $ | 13.126.638 $ | |
|---|
| MCF Advisors LLC | 17.901.486 $ | +674.062 $ | 17.227.424 $ | +1.685.361 $ | 15.542.063 $ | +4.020.404 $ | 11.521.659 $ | |
|---|
| Paragon Private Wealth Management, LLC | 17.898.134 $ | | | | | | | |
|---|
| CoreCap Advisors, LLC | 16.127.858 $ | -1.750.541 $ | 17.878.399 $ | +1.899.802 $ | 15.978.597 $ | | | |
|---|
| HIGHLINE WEALTH PARTNERS LLC | 16.371.233 $ | -1.491.698 $ | 17.862.931 $ | +6.201.945 $ | 11.660.986 $ | +3.010.379 $ | 8.650.607 $ | |
|---|
| Brentview Investment Management LLC | 16.733.170 $ | -1.119.678 $ | 17.852.848 $ | +1.327.415 $ | 16.525.433 $ | +3.860.669 $ | 12.664.764 $ | |
|---|
| Nicholas Investment Partners, LP | 16.668.447 $ | -1.183.218 $ | 17.851.665 $ | | | | | |
|---|
| Towne Trust Company, N.A | 16.378.758 $ | -1.376.568 $ | 17.755.326 $ | +401.686 $ | 17.353.640 $ | +3.687.191 $ | 13.666.449 $ | |
|---|
| AMJ Financial Wealth Management | 16.558.665 $ | -1.192.517 $ | 17.751.182 $ | +695.491 $ | 17.055.691 $ | +4.179.439 $ | 12.876.252 $ | |
|---|
| Diversified Enterprises, LLC | 17.687.087 $ | +4.773.159 $ | 12.913.928 $ | +943.416 $ | 11.970.512 $ | +2.801.146 $ | 9.169.366 $ | |
|---|
| Kidder Stephen W | 16.493.861 $ | -1.158.392 $ | 17.652.253 $ | | | | | |
|---|
| KP Management LLC | 17.652.130 $ | +10.659.805 $ | 6.992.325 $ | -5.442.925 $ | 12.435.250 $ | +6.804.400 $ | 5.630.850 $ | |
|---|
| Rockbridge Capital Management LLC | 16.297.510 $ | -1.337.134 $ | 17.634.644 $ | +72.589 $ | 17.562.055 $ | +3.815.273 $ | 13.746.782 $ | |
|---|
| CHATHAM CAPITAL GROUP, INC. | 16.451.120 $ | -1.128.945 $ | 17.580.065 $ | | | | | |
|---|
| Abbot Financial Management, Inc. | 16.201.415 $ | -1.367.449 $ | 17.568.864 $ | +580.920 $ | 16.987.944 $ | +4.026.028 $ | 12.961.916 $ | |
|---|
| BROADWATER CAPITAL MANAGEMENT LLC | 14.916.775 $ | -2.628.263 $ | 17.545.038 $ | +558.984 $ | 16.986.054 $ | +3.641.315 $ | 13.344.739 $ | |
|---|
| Albar Capital Partners LLP | 13.873.123 $ | -3.632.551 $ | 17.505.674 $ | +9.933.602 $ | 7.572.072 $ | | | |
|---|
| Miller Investment Management, LP | 16.808.213 $ | -677.261 $ | 17.485.474 $ | +867.006 $ | 16.618.468 $ | +3.979.837 $ | 12.638.631 $ | |
|---|
| Ervin Investment Management, LLC | 15.989.759 $ | -1.472.226 $ | 17.461.985 $ | +424.374 $ | 17.037.611 $ | +3.635.193 $ | 13.402.418 $ | |
|---|
| Citizens Business Bank | 16.532.069 $ | -914.562 $ | 17.446.631 $ | | | | | |
|---|
| Sustainable Insight Capital Management, LLC | 14.187.960 $ | -3.197.550 $ | 17.385.510 $ | | | | | |
|---|
| Mirador Capital Partners LP | 16.533.472 $ | -789.864 $ | 17.323.336 $ | +617.436 $ | 16.705.900 $ | +4.355.973 $ | 12.349.927 $ | |
|---|
| CHILDRESS CAPITAL ADVISORS, LLC | 17.316.280 $ | +280.897 $ | 17.035.383 $ | +2.586.195 $ | 14.449.188 $ | +4.501.163 $ | 9.948.025 $ | |
|---|
| Optas, LLC | 17.270.091 $ | +508.575 $ | 16.761.516 $ | | | | | |
|---|
| Somerset Trust Co | 16.051.568 $ | -1.215.049 $ | 17.266.617 $ | +387.778 $ | 16.878.839 $ | +4.118.786 $ | 12.760.053 $ | |
|---|
| Zullo Investment Group, Inc. | 15.952.408 $ | -1.305.839 $ | 17.258.247 $ | +676.540 $ | 16.581.707 $ | +3.651.935 $ | 12.929.772 $ | |
|---|
| FORA Capital, LLC | | | 12.412.672 $ | +4.172.081 $ | 8.240.591 $ | -9.005.952 $ | 17.246.543 $ | |
|---|
| Greater Midwest Financial Group, LLC | 13.381.052 $ | -345.264 $ | 13.726.316 $ | -3.500.151 $ | 17.226.467 $ | +2.141.825 $ | 15.084.642 $ | |
|---|
| Financial Perspectives, Inc | 16.068.342 $ | -1.153.341 $ | 17.221.683 $ | +479.572 $ | 16.742.111 $ | +4.310.196 $ | 12.431.915 $ | |
|---|
| ROMAN BUTLER FULLERTON & CO | 14.478.392 $ | -2.738.742 $ | 17.217.134 $ | | | | | |
|---|
| Once Capital Management, LLC | 16.056.184 $ | -1.139.756 $ | 17.195.940 $ | | | | | |
|---|
| Strategic Investment Advisors / MI | 15.779.295 $ | -1.366.113 $ | 17.145.408 $ | +372.503 $ | 16.772.905 $ | | | |
|---|
| Argentarii, LLC | 17.137.430 $ | +798.835 $ | 16.338.595 $ | +653.401 $ | 15.685.194 $ | +3.867.641 $ | 11.817.553 $ | |
|---|
| Jupiter Wealth Management LLC | 14.964.923 $ | -1.727.052 $ | 16.691.975 $ | -354.417 $ | 17.046.392 $ | +2.324.925 $ | 14.721.467 $ | |
|---|
| Lummis Asset Management, LP | 15.869.506 $ | +7.646.532 $ | 8.222.974 $ | -8.807.956 $ | 17.030.930 $ | +4.127.496 $ | 12.903.434 $ | |
|---|
| Northwest Bancshares, Inc. | 13.947.601 $ | -3.050.483 $ | 16.998.084 $ | +200.051 $ | 16.798.033 $ | +3.668.392 $ | 13.129.641 $ | |
|---|
| Legacy Financial Advisors, Inc. | 16.996.866 $ | | | | | | | |
|---|
| Baldwin Investment Management, LLC | 15.674.608 $ | -1.256.142 $ | 16.930.750 $ | +651.516 $ | 16.279.234 $ | +3.902.626 $ | 12.376.608 $ | |
|---|
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | | | | | | | 16.900.058 $ | |
|---|
| DLK Investment Management, LLC | 16.896.276 $ | | | | | | | |
|---|
| Interchange Capital Partners, LLC | 16.142.521 $ | -666.012 $ | 16.808.533 $ | | | | | |
|---|
| WINTON GROUP Ltd | 16.781.130 $ | +10.970.249 $ | 5.810.881 $ | -1.638.829 $ | 7.449.710 $ | +5.483.793 $ | 1.965.917 $ | |
|---|
| JNBA Financial Advisors | 15.716.278 $ | -1.038.453 $ | 16.754.731 $ | +3.787.538 $ | 12.967.193 $ | +3.146.455 $ | 9.820.738 $ | |
|---|
| MUHLENKAMP & CO INC | 15.961.764 $ | -792.344 $ | 16.754.108 $ | +682.363 $ | 16.071.745 $ | +3.968.914 $ | 12.102.831 $ | |
|---|
| BIP Wealth, LLC | 16.722.137 $ | +6.162.923 $ | 10.559.214 $ | +3.110.037 $ | 7.449.177 $ | +2.193.520 $ | 5.255.657 $ | |
|---|
| Lattice Capital Management, LLC | 5.948.526 $ | -422.259 $ | 6.370.785 $ | +252.642 $ | 6.118.143 $ | -10.552.176 $ | 16.670.319 $ | |
|---|
| Bank of New Hampshire | | | 16.664.523 $ | +340.522 $ | 16.324.001 $ | +3.309.980 $ | 13.014.021 $ | |
|---|
| State of Wyoming | 16.661.193 $ | +2.843.841 $ | 13.817.352 $ | +6.752.140 $ | 7.065.212 $ | +436.200 $ | 6.629.012 $ | |
|---|
| GKV Capital Management Co., Inc. | 15.508.231 $ | -1.101.896 $ | 16.610.127 $ | +625.359 $ | 15.984.768 $ | +3.877.690 $ | 12.107.078 $ | |
|---|
| Concord Investment Counsel Inc. | 14.059.588 $ | -2.521.163 $ | 16.580.751 $ | | | | | |
|---|
| JOHN G ULLMAN & ASSOCIATES INC | 15.142.464 $ | -1.410.527 $ | 16.552.991 $ | +562.421 $ | 15.990.570 $ | +3.869.353 $ | 12.121.217 $ | |
|---|
| INSPIRE TRUST CO, N.A. | 16.509.820 $ | +2.480.626 $ | 14.029.194 $ | +847.829 $ | 13.181.365 $ | +3.087.128 $ | 10.094.237 $ | |
|---|
| Boit C F David | 15.243.021 $ | -1.229.861 $ | 16.472.882 $ | +653.254 $ | 15.819.628 $ | +3.880.725 $ | 11.938.903 $ | |
|---|
| XTX Topco Ltd | 7.556.563 $ | +2.425.750 $ | 5.130.813 $ | -11.339.924 $ | 16.470.737 $ | | | |
|---|
| Birch Capital Management, LLC | 15.379.492 $ | -1.090.043 $ | 16.469.535 $ | +166.260 $ | 16.303.275 $ | +3.999.450 $ | 12.303.825 $ | |
|---|
| West Family Investments, Inc. | 15.324.467 $ | -1.114.934 $ | | | 16.439.401 $ | +8.094.481 $ | 8.344.920 $ | |
|---|
| Shorepoint Capital Partners LLC | | | 16.353.784 $ | +4.259.455 $ | | | 12.094.329 $ | |
|---|
| FSM Wealth Advisors, LLC | 14.096.831 $ | -2.175.504 $ | 16.272.335 $ | +1.677.995 $ | 14.594.340 $ | +5.886.162 $ | 8.708.178 $ | |
|---|
| United Advisor Group, LLC | 15.799.617 $ | -465.612 $ | 16.265.229 $ | +4.124.960 $ | 12.140.269 $ | +3.477.456 $ | 8.662.813 $ | |
|---|
| Chronos Wealth Management, LLC | 15.143.593 $ | -1.066.688 $ | 16.210.281 $ | +159.358 $ | 16.050.923 $ | +3.820.341 $ | 12.230.582 $ | |
|---|
| Sageworth Trust Co | 2.527.398 $ | -13.647.144 $ | 16.174.542 $ | +14.502.250 $ | 1.672.292 $ | +429.751 $ | 1.242.541 $ | |
|---|
| Hudson Value Partners, LLC | 15.444.461 $ | -705.738 $ | 16.150.199 $ | +861.805 $ | 15.288.394 $ | +3.129.512 $ | 12.158.882 $ | |
|---|
| Nadler Financial Group, Inc. | 15.171.275 $ | -956.080 $ | 16.127.355 $ | +909.827 $ | 15.217.528 $ | +4.611.658 $ | 10.605.870 $ | |
|---|
| Fortis Capital Advisors, LLC | 14.946.400 $ | -1.136.117 $ | 16.082.517 $ | +261.195 $ | 15.821.322 $ | +3.596.556 $ | 12.224.766 $ | |
|---|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 14.527.322 $ | -1.476.585 $ | 16.003.907 $ | +492.962 $ | 15.510.945 $ | +3.790.039 $ | 11.720.906 $ | |
|---|
| Monument Capital Management | 14.994.558 $ | -1.007.479 $ | 16.002.037 $ | +521.992 $ | 15.480.045 $ | +3.868.440 $ | 11.611.605 $ | |
|---|
| Glass Wealth Management Co LLC | 14.885.824 $ | -1.110.026 $ | 15.995.850 $ | +1.431.690 $ | 14.564.160 $ | +3.517.562 $ | 11.046.598 $ | |
|---|
| Clear Creek Financial Management, LLC | 14.866.887 $ | -1.105.750 $ | 15.972.637 $ | | | | | |
|---|
| Old Port Advisors | 14.924.552 $ | -1.038.001 $ | 15.962.553 $ | +484.214 $ | 15.478.339 $ | +3.716.054 $ | 11.762.285 $ | |
|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 15.937.185 $ | +469.303 $ | 15.467.882 $ | | | | | |
|---|
| RDA Financial Network | 15.019.184 $ | -818.881 $ | 15.838.065 $ | +1.183.487 $ | 14.654.578 $ | +3.647.356 $ | 11.007.222 $ | |
|---|
| Financial Security Advisor, Inc. | 14.962.851 $ | -823.149 $ | 15.786.000 $ | +539.082 $ | 15.246.918 $ | +3.775.033 $ | 11.471.885 $ | |
|---|
| WHITE PINE CAPITAL LLC | 14.826.462 $ | -908.991 $ | 15.735.453 $ | +541.938 $ | 15.193.515 $ | +3.690.719 $ | 11.502.796 $ | |
|---|
| Castle Rock Wealth Management, LLC | 12.296.300 $ | -3.431.965 $ | 15.728.265 $ | | | | | |
|---|
| Global Wealth Management Investment Advisory, Inc. | 15.703.734 $ | +124.226 $ | 15.579.508 $ | +1.527.561 $ | 14.051.947 $ | +3.182.089 $ | 10.869.858 $ | |
|---|
| NICOLET BANKSHARES INC | 12.701.312 $ | -2.986.358 $ | 15.687.670 $ | +780.292 $ | 14.907.378 $ | +4.006.803 $ | 10.900.575 $ | |
|---|
| University of Wisconsin Foundation | 15.683.313 $ | +5.619.027 $ | 10.064.286 $ | | | | | |
|---|
| Finer Wealth Management, Inc. | 15.679.729 $ | +354.514 $ | 15.325.215 $ | | | | | |
|---|
| CHAPIN DAVIS, INC. | 15.679.682 $ | | | | | | | |
|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | 14.398.812 $ | -1.250.005 $ | 15.648.817 $ | +569.341 $ | 15.079.476 $ | +3.336.152 $ | 11.743.324 $ | |
|---|
| MidWestOne Financial Group, Inc. | 14.260.019 $ | -1.372.747 $ | 15.632.766 $ | +615.958 $ | 15.016.808 $ | +3.537.381 $ | 11.479.427 $ | |
|---|
| Allen Capital Group, LLC | 15.338.057 $ | -250.441 $ | 15.588.498 $ | +282.427 $ | 15.306.071 $ | +5.034.683 $ | 10.271.388 $ | |
|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | | | 15.581.952 $ | +1.001.622 $ | 14.580.330 $ | +10.215.680 $ | 4.364.650 $ | |
|---|
| Chapman Investment Management, LLC | 14.436.541 $ | -1.085.398 $ | 15.521.939 $ | | | | | |
|---|
| Kensington Investment Counsel, LLC | 14.383.630 $ | -1.131.870 $ | 15.515.500 $ | +994.314 $ | 14.521.186 $ | +3.829.855 $ | 10.691.331 $ | |
|---|
| Telos Capital Management, Inc. | 14.483.156 $ | -1.027.604 $ | 15.510.760 $ | +646.341 $ | 14.864.419 $ | +3.512.632 $ | 11.351.787 $ | |
|---|
| VISTA CAPITAL PARTNERS, INC. | 15.141.680 $ | -339.387 $ | 15.481.067 $ | +1.354.970 $ | 14.126.097 $ | +3.795.189 $ | 10.330.908 $ | |
|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15.069.601 $ | +182.164 $ | 14.887.437 $ | -557.641 $ | 15.445.078 $ | +4.277.601 $ | 11.167.477 $ | |
|---|
| NORTHSTAR ASSET MANAGEMENT Co | 13.962.109 $ | -1.471.247 $ | 15.433.356 $ | +98.703 $ | 15.334.653 $ | +3.675.415 $ | 11.659.238 $ | |
|---|
| PARUS FINANCE (UK) Ltd | 14.498.444 $ | -930.769 $ | 15.429.213 $ | +139.327 $ | 15.289.886 $ | +3.497.760 $ | 11.792.126 $ | |
|---|
| Pine Haven Investment Counsel, Inc | 14.381.868 $ | -1.008.960 $ | 15.390.828 $ | | | | | |
|---|
| EARNED WEALTH ADVISORS, LLC | 15.385.512 $ | +2.622.926 $ | 12.762.586 $ | +1.426.279 $ | 11.336.307 $ | +2.278.676 $ | 9.057.631 $ | |
|---|
| Legacy Advisors, LLC | 15.339.827 $ | +856.687 $ | 14.483.140 $ | | | | | |
|---|
| Blueprint Investment Partners LLC | 10.491.114 $ | -4.825.730 $ | 15.316.844 $ | +1.086.780 $ | 14.230.064 $ | +9.176.572 $ | 5.053.492 $ | |
|---|
| KG&L Capital Management,LLC | 15.302.675 $ | +2.127.129 $ | 13.175.546 $ | | | | | |
|---|
| SILVER OAK SECURITIES, INCORPORATED | 15.291.227 $ | +104.375 $ | 15.186.852 $ | +3.773.855 $ | 11.412.997 $ | +2.845.655 $ | 8.567.342 $ | |
|---|
| McDonough Capital Management, Inc | 14.333.299 $ | -937.090 $ | 15.270.389 $ | +750.121 $ | 14.520.268 $ | +3.907.775 $ | 10.612.493 $ | |
|---|
| BROWN, LISLE/CUMMINGS, INC. | 14.399.995 $ | -838.281 $ | 15.238.276 $ | +462.564 $ | 14.775.712 $ | +3.549.940 $ | 11.225.772 $ | |
|---|
| WealthTrust Axiom LLC | 14.063.184 $ | -1.145.289 $ | 15.208.473 $ | | | | | |
|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14.180 $ | -15.189.577 $ | 15.203.757 $ | +358.312 $ | 14.845.445 $ | +3.665.860 $ | 11.179.585 $ | |
|---|
| BUCKHEAD CAPITAL MANAGEMENT LLC | 15.189.696 $ | | | | | | | |
|---|
| Raub Brock Capital Management LP | 13.852.080 $ | -1.331.916 $ | 15.183.996 $ | +462.260 $ | 14.721.736 $ | +14.227.989 $ | 493.747 $ | |
|---|
| SPC Financial, Inc. | | | 15.176.436 $ | +789.988 $ | 14.386.448 $ | +3.457.467 $ | 10.928.981 $ | |
|---|
| Heartland Bank & Trust Co | 13.813.154 $ | -1.325.489 $ | 15.138.643 $ | +909.236 $ | 14.229.407 $ | +3.359.239 $ | 10.870.168 $ | |
|---|
| LRI Investments, LLC | 13.379.341 $ | -1.698.665 $ | 15.078.006 $ | +710.486 $ | 14.367.520 $ | +3.832.284 $ | 10.535.236 $ | |
|---|
| Linden Thomas Advisory Services, LLC | 14.230.035 $ | -841.274 $ | 15.071.309 $ | +1.192.078 $ | 13.879.231 $ | +3.922.762 $ | 9.956.469 $ | |
|---|
| Atlas Wealth LLC | 13.825.516 $ | -1.217.937 $ | 15.043.453 $ | | | | | |
|---|
| Sone Capital Management, LLC | 15.034.295 $ | +5.374.527 $ | 9.659.768 $ | -2.444.683 $ | | | 12.104.451 $ | |
|---|
| Root Financial Partners, LLC | 14.891.254 $ | -109.622 $ | 15.000.876 $ | +2.537.247 $ | 12.463.629 $ | | | |
|---|
| SONATA CAPITAL GROUP INC | 14.887.560 $ | +14.871.400 $ | 16.160 $ | +833 $ | 15.327 $ | +3.402 $ | 11.925 $ | |
|---|
| Kesler, Norman & Wride, LLC | | | 14.884.960 $ | | | | | |
|---|
| Osprey Private Wealth LLC | 14.876.151 $ | +3.763.534 $ | 11.112.617 $ | +3.485.353 $ | 7.627.264 $ | | | |
|---|
| CGN Advisors LLC | 14.852.151 $ | +42.587 $ | 14.809.564 $ | +542.841 $ | 14.266.723 $ | +3.277.413 $ | 10.989.310 $ | |
|---|
| Triad Wealth Partners, LLC | 14.834.646 $ | +872.776 $ | 13.961.870 $ | +2.565.159 $ | 11.396.711 $ | +5.675.807 $ | 5.720.904 $ | |
|---|
| Northwest Capital Management Inc | 1.481.068 $ | -5.351.727 $ | 6.832.795 $ | -8.001.054 $ | 14.833.849 $ | +1.922.541 $ | 12.911.308 $ | |
|---|
| Carnegie Lake Advisors LLC | 13.797.195 $ | -1.031.197 $ | 14.828.392 $ | +14.814.132 $ | 14.260 $ | +2.017 $ | 12.243 $ | |
|---|
| AIMZ Investment Advisors, LLC | 13.691.339 $ | -1.132.169 $ | 14.823.508 $ | +441.347 $ | 14.382.161 $ | +3.375.503 $ | 11.006.658 $ | |
|---|
| Capital Advisors Wealth Management, LLC | 13.586.015 $ | -1.227.605 $ | 14.813.620 $ | | | | | |
|---|
| PENN DAVIS MCFARLAND INC | 13.756.087 $ | -1.029.314 $ | 14.785.401 $ | +529.133 $ | 14.256.268 $ | +3.482.200 $ | 10.774.068 $ | |
|---|
| OARSMAN CAPITAL, INC. | 14.485.631 $ | -261.708 $ | 14.747.339 $ | +786.240 $ | 13.961.099 $ | +3.540.669 $ | 10.420.430 $ | |
|---|
| Evanson Asset Management, LLC | 13.605.393 $ | -1.139.738 $ | 14.745.131 $ | +620.083 $ | 14.125.048 $ | +3.868.774 $ | 10.256.274 $ | |
|---|
| Chesapeake Wealth Management | 13.745.447 $ | -946.204 $ | 14.691.651 $ | +494.227 $ | 14.197.424 $ | +3.345.013 $ | 10.852.411 $ | |
|---|
| Kinsale Capital Group, Inc. | 14.233.241 $ | -457.886 $ | 14.691.127 $ | +1.532.612 $ | 13.158.515 $ | +4.222.119 $ | 8.936.396 $ | |
|---|
| Cherry Creek Investment Advisors, Inc. | 13.662.631 $ | -1.023.106 $ | 14.685.737 $ | +681.111 $ | 14.004.626 $ | +3.317.709 $ | 10.686.917 $ | |
|---|
| Leelyn Smith, LLC | 13.874.814 $ | -800.505 $ | 14.675.319 $ | +4.021.233 $ | 10.654.086 $ | +2.749.181 $ | 7.904.905 $ | |
|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 14.001.282 $ | -644.790 $ | 14.646.072 $ | +501.224 $ | 14.144.848 $ | +3.351.260 $ | 10.793.588 $ | |
|---|
| Arlington Trust Co LLC | 3.848.648 $ | -10.796.906 $ | 14.645.554 $ | +675.297 $ | 13.970.257 $ | +3.503.633 $ | 10.466.624 $ | |
|---|
| Boussard & Gavaudan Investment Management LLP | 14.624.400 $ | | | | | | | |
|---|
| JT Stratford LLC | 13.871.954 $ | -750.594 $ | 14.622.548 $ | +477.411 $ | 14.145.137 $ | +3.943.320 $ | 10.201.817 $ | |
|---|
| Mill Creek Capital Advisors, LLC | 13.304.401 $ | -1.312.940 $ | 14.617.341 $ | | | | | |
|---|
| Lorne Steinberg Wealth Management Inc. | 13.569.893 $ | -1.004.184 $ | 14.574.077 $ | +395.903 $ | 14.178.174 $ | | | |
|---|
| Engineers Gate Manager LP | 4.250.536 $ | -10.304.377 $ | 14.554.913 $ | | | | | |
|---|
| Eukles Asset Management | 13.466.340 $ | -1.068.137 $ | 14.534.477 $ | +450.690 $ | 14.083.787 $ | +3.435.499 $ | 10.648.288 $ | |
|---|
| 44 WEALTH MANAGEMENT LLC | | | | | | | 14.533.826 $ | |
|---|
| RB Capital Management, LLC | 13.865.759 $ | -664.342 $ | 14.530.101 $ | | | | | |
|---|
| CNA FINANCIAL CORP | 14.508.600 $ | | | | | | | |
|---|
| Castellan Group | 8.279.091 $ | +6.384.475 $ | 1.894.616 $ | +302.904 $ | 1.591.712 $ | -12.885.954 $ | 14.477.666 $ | |
|---|
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 13.352.413 $ | -1.120.775 $ | 14.473.188 $ | +406.191 $ | 14.066.997 $ | +3.306.808 $ | 10.760.189 $ | |
|---|
| NovaPoint Capital, LLC | 13.974.643 $ | -481.584 $ | 14.456.227 $ | +1.354.345 $ | 13.101.882 $ | +3.354.550 $ | 9.747.332 $ | |
|---|
| CHANNEL WEALTH LLC | 14.000.215 $ | -425.067 $ | 14.425.282 $ | +4.115.938 $ | | | 10.309.344 $ | |
|---|
| MERIDIAN INVESTMENT COUNSEL INC. | 13.458.305 $ | -955.249 $ | 14.413.554 $ | +509.494 $ | 13.904.060 $ | +3.759.616 $ | 10.144.444 $ | |
|---|
| Quantbot Technologies LP | 13.727.070 $ | +7.813.117 $ | 5.913.953 $ | +3.608.458 $ | 2.305.495 $ | -12.061.806 $ | 14.367.301 $ | |
|---|
| Founders Capital Management | 13.280.142 $ | -1.059.655 $ | 14.339.797 $ | +594.052 $ | 13.745.745 $ | +3.315.329 $ | 10.430.416 $ | |
|---|
| Seneca House Advisors | 14.321.716 $ | | | | | | | |
|---|
| Breakwater Investment Management | 12.221.078 $ | -2.083.148 $ | 14.304.226 $ | +593.119 $ | 13.711.107 $ | +3.363.481 $ | 10.347.626 $ | |
|---|
| 111 Capital | | | | | 13.429.075 $ | -846.256 $ | 14.275.331 $ | |
|---|
| Westside Investment Management, Inc. | 13.298.199 $ | -972.883 $ | 14.271.082 $ | +1.208.670 $ | 13.062.412 $ | +3.560.163 $ | 9.502.249 $ | |
|---|
| Golden State Wealth Management, LLC | 13.114.151 $ | -1.153.834 $ | 14.267.985 $ | +1.050.129 $ | 13.217.856 $ | +4.951.356 $ | 8.266.500 $ | |
|---|
| WealthPLAN Partners, LLC | 9.806.986 $ | -4.444.662 $ | 14.251.648 $ | | | | | |
|---|
| Greenwoods Asset Management Hong Kong Ltd. | | | | | 14.250.797 $ | +3.495.873 $ | 10.754.924 $ | |
|---|
| Sandhill Capital Partners LLC | 13.400.059 $ | -845.023 $ | 14.245.082 $ | +621.121 $ | 13.623.961 $ | +3.352.619 $ | 10.271.342 $ | |
|---|
| KINGDON CAPITAL MANAGEMENT, L.L.C. | | | 14.243.625 $ | | | | | |
|---|
| Uncommon Cents Investing LLC | 9.844.569 $ | -4.394.912 $ | 14.239.481 $ | | | | | |
|---|
| Triasima Portfolio Management inc. | 13.817.507 $ | -403.328 $ | 14.220.835 $ | +4.981.445 $ | 9.239.390 $ | +2.948.980 $ | 6.290.410 $ | |
|---|
| Members Trust Co | 13.201.858 $ | -1.018.976 $ | 14.220.834 $ | | | | | |
|---|
| ARMSTRONG ADVISORY GROUP, INC | 13.412.249 $ | -795.412 $ | 14.207.661 $ | +655.512 $ | 13.552.149 $ | +1.958.405 $ | 11.593.744 $ | |
|---|
| Fortitude Advisory Group L.L.C. | 13.199.596 $ | -983.898 $ | 14.183.494 $ | +647.663 $ | 13.535.831 $ | +3.348.393 $ | 10.187.438 $ | |
|---|
| TIEMANN INVESTMENT ADVISORS, LLC | 12.259.283 $ | -1.918.044 $ | 14.177.327 $ | +448.811 $ | 13.728.516 $ | +3.285.166 $ | 10.443.350 $ | |
|---|
| Harrington Investments, INC | 12.832.383 $ | -1.318.859 $ | 14.151.242 $ | +402.801 $ | 13.748.441 $ | +3.212.953 $ | 10.535.488 $ | |
|---|
| Capricorn Fund Managers Ltd | 13.895.853 $ | -253.505 $ | 14.149.358 $ | +3.401.820 $ | 10.747.538 $ | +1.526.833 $ | 9.220.705 $ | |
|---|
| Councilmark Asset Management, LLC | 12.777.240 $ | -1.342.595 $ | 14.119.835 $ | +410.718 $ | 13.709.117 $ | +3.299.177 $ | 10.409.940 $ | |
|---|
| Empire Financial Management Company, LLC | 13.101.328 $ | -1.005.463 $ | 14.106.791 $ | +520.250 $ | 13.586.541 $ | +3.345.039 $ | 10.241.502 $ | |
|---|
| TBH Global Asset Management, LLC | 14.101.340 $ | +3.625.469 $ | 10.475.871 $ | +842.163 $ | 9.633.708 $ | -717.727 $ | 10.351.435 $ | |
|---|
| Consolidated Investment Group LLC | 13.161.235 $ | -934.256 $ | 14.095.491 $ | +558.975 $ | 13.536.516 $ | +3.320.652 $ | 10.215.864 $ | |
|---|
| JB Capital LLC | 13.212.568 $ | -870.693 $ | 14.083.261 $ | +561.141 $ | 13.522.120 $ | | | |
|---|
| Argyle Capital Management, LLC | 13.084.339 $ | -991.470 $ | 14.075.809 $ | +247.314 $ | 13.828.495 $ | +3.187.690 $ | 10.640.805 $ | |
|---|
| Berbice Capital Management LLC | 13.817.023 $ | -255.679 $ | 14.072.702 $ | +1.125.120 $ | 12.947.582 $ | +3.622.894 $ | 9.324.688 $ | |
|---|
| Alaska Permanent Fund Corp | | | | | | | 14.061.769 $ | |
|---|
| SMITH, MOORE & CO. | 12.704.090 $ | -1.328.778 $ | 14.032.868 $ | +668.195 $ | 13.364.673 $ | +4.101.677 $ | 9.262.996 $ | |
|---|
| Front Row Advisors LLC | 12.884.255 $ | -1.145.082 $ | 14.029.337 $ | +198.147 $ | 13.831.190 $ | +3.229.916 $ | 10.601.274 $ | |
|---|
| Drucker Wealth 3.0, LLC | 12.484.710 $ | -1.543.641 $ | 14.028.351 $ | +1.794.964 $ | 12.233.387 $ | +4.498.723 $ | 7.734.664 $ | |
|---|
| Newman Dignan & Sheerar, Inc. | 12.892.165 $ | -1.127.689 $ | 14.019.854 $ | +150.362 $ | 13.869.492 $ | +2.775.574 $ | 11.093.918 $ | |
|---|
| Loudon Investment Management, LLC | 13.168.973 $ | -834.323 $ | 14.003.296 $ | +480.708 $ | 13.522.588 $ | +3.260.927 $ | 10.261.661 $ | |
|---|
| GARDNER LEWIS ASSET MANAGEMENT L P | 13.050.486 $ | -936.754 $ | 13.987.240 $ | +274.144 $ | 13.713.096 $ | +2.936.024 $ | 10.777.072 $ | |
|---|
| Keystone Financial Planning, Inc. | 12.993.660 $ | -930.131 $ | 13.923.791 $ | +552.167 $ | 13.371.624 $ | +2.966.752 $ | 10.404.872 $ | |
|---|
| Regent Peak Wealth Advisors LLC | 12.988.353 $ | -911.845 $ | 13.900.198 $ | +3.716.194 $ | | | 10.184.004 $ | |
|---|
| Radnor Capital Management, LLC | 13.038.928 $ | -847.882 $ | 13.886.810 $ | +13.873.699 $ | 13.111 $ | +3.228 $ | 9.883 $ | |
|---|
| Buttonwood Financial Advisors Inc. | 12.618.252 $ | -1.241.626 $ | 13.859.878 $ | +409.797 $ | 13.450.081 $ | +3.513.037 $ | 9.937.044 $ | |
|---|
| Cascades Capital Asset Management, LLC | 13.088.019 $ | -756.679 $ | 13.844.698 $ | +948.297 $ | 12.896.401 $ | +2.563.915 $ | 10.332.486 $ | |
|---|
| Cardinal Point Capital Management ULC | 13.785.048 $ | +150.268 $ | 13.634.780 $ | -205.192 $ | 13.839.972 $ | +7.381.782 $ | 6.458.190 $ | |
|---|
| Chaney Capital Management, Inc. | 12.884.919 $ | -951.617 $ | 13.836.536 $ | +718.085 $ | 13.118.451 $ | +3.773.634 $ | 9.344.817 $ | |
|---|
| Huntleigh Advisors, Inc. | 13.050.176 $ | -757.729 $ | 13.807.905 $ | +596.586 $ | 13.211.319 $ | +3.023.354 $ | 10.187.965 $ | |
|---|
| San Luis Wealth Advisors LLC | 13.417.122 $ | -371.161 $ | 13.788.283 $ | +13.776.396 $ | 11.887 $ | +2.609 $ | 9.278 $ | |
|---|
| Commonwealth Retirement Investments LLC | 12.875.178 $ | -846.006 $ | 13.721.184 $ | +808.335 $ | 12.912.849 $ | +3.011.186 $ | 9.901.663 $ | |
|---|
| ALPINE WOODS CAPITAL INVESTORS, LLC | 12.791.265 $ | -918.872 $ | 13.710.137 $ | +1.103.778 $ | 12.606.359 $ | +2.168.640 $ | 10.437.719 $ | |
|---|
| Nikulski Financial, Inc. | 13.636.569 $ | +1.751.717 $ | 11.884.852 $ | +550.745 $ | 11.334.107 $ | +3.432.592 $ | 7.901.515 $ | |
|---|
| Gordian Capital Singapore Pte Ltd | 4.247.151 $ | -1.130.206 $ | 5.377.357 $ | -35.459 $ | 5.412.816 $ | -8.215.481 $ | 13.628.297 $ | |
|---|
| Sawyer & Company, Inc | 13.613.903 $ | +13.601.448 $ | 12.455 $ | +0 $ | 12.455 $ | +3.005 $ | 9.450 $ | |
|---|
| BCS Private Wealth Management, Inc. | 12.442.092 $ | -1.169.093 $ | 13.611.185 $ | +13.598.202 $ | 12.983 $ | | | |
|---|
| InvesTrust | 9.465.410 $ | -3.660.996 $ | 13.126.406 $ | +419.570 $ | 12.706.836 $ | -895.045 $ | 13.601.881 $ | |
|---|
| Transamerica Financial Advisors, LLC | 13.595.337 $ | +1.256.849 $ | 12.338.488 $ | +3.132.901 $ | 9.205.587 $ | +9.198.616 $ | 6.971 $ | |
|---|
| FAIRFIELD, BUSH & CO. | 12.362.694 $ | -1.230.698 $ | 13.593.392 $ | +378.459 $ | 13.214.933 $ | +2.818.408 $ | 10.396.525 $ | |
|---|
| Fairtree Asset Management (Pty) Ltd | 13.564.090 $ | +5.101.305 $ | 8.462.785 $ | +483.831 $ | 7.978.954 $ | +1.682.538 $ | 6.296.416 $ | |
|---|
| Agate Pass Investment Management, LLC | 13.075.040 $ | -480.698 $ | 13.555.738 $ | +984.839 $ | 12.570.899 $ | +3.442.726 $ | 9.128.173 $ | |
|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 12.352.603 $ | -1.184.187 $ | 13.536.790 $ | +7.514.410 $ | 6.022.380 $ | +1.796.920 $ | 4.225.460 $ | |
|---|
| Wealth Advisors of Tampa Bay, LLC | 13.529.283 $ | +3.212.001 $ | | | 10.317.282 $ | +2.517.801 $ | 7.799.481 $ | |
|---|
| EXCALIBUR MANAGEMENT CORP | 12.330.410 $ | -1.177.729 $ | 13.508.139 $ | | | | | |
|---|
| Mattson Financial Services, LLC | 12.750.506 $ | -733.106 $ | 13.483.612 $ | +710.429 $ | 12.773.183 $ | +3.042.187 $ | 9.730.996 $ | |
|---|
| Bridge Creek Capital Management LLC | | | 13.450.126 $ | +129.486 $ | 13.320.640 $ | +3.140.063 $ | 10.180.577 $ | |
|---|
| S.E.E.D. Planning Group LLC | 12.815.092 $ | -632.955 $ | 13.448.047 $ | +465.213 $ | 12.982.834 $ | +2.156.492 $ | 10.826.342 $ | |
|---|
| Lantz Financial LLC | 12.761.616 $ | -679.027 $ | 13.440.643 $ | | | | | |
|---|
| IFC Advisors LLC | 12.520.095 $ | -903.465 $ | 13.423.560 $ | +259.752 $ | 13.163.808 $ | +3.657.115 $ | 9.506.693 $ | |
|---|
| Integrated Investment Consultants, LLC | 12.563.720 $ | -664.398 $ | 13.228.118 $ | -168.325 $ | 13.396.443 $ | +2.589.620 $ | 10.806.823 $ | |
|---|
| Genus Capital Management Inc. | 10.497.939 $ | -2.884.335 $ | 13.382.274 $ | | | | | |
|---|
| Barton Investment Management | 11.829.829 $ | -1.520.333 $ | 13.350.162 $ | +529.419 $ | 12.820.743 $ | +3.145.065 $ | 9.675.678 $ | |
|---|
| CORDA Investment Management, LLC. | 13.202.403 $ | -120.747 $ | 13.323.150 $ | +909.147 $ | 12.414.003 $ | +3.173.397 $ | 9.240.606 $ | |
|---|
| Triangle Securities Wealth Management | 11.570.084 $ | -1.730.254 $ | 13.300.338 $ | +3.414.874 $ | 9.885.464 $ | -56.280 $ | 9.941.744 $ | |
|---|
| CVA Family Office, LLC | 12.573.912 $ | -721.509 $ | 13.295.421 $ | +531.174 $ | 12.764.247 $ | +3.455.841 $ | 9.308.406 $ | |
|---|
| LOUISBOURG INVESTMENTS INC. | 13.291.218 $ | +1.887 $ | 13.289.331 $ | +566.779 $ | 12.722.552 $ | +3.413.688 $ | 9.308.864 $ | |
|---|
| Ellevest, Inc. | 13.289.197 $ | | | | | | | |
|---|
| Sterling Investment Advisors, Ltd. | 12.630.771 $ | -615.286 $ | 13.246.057 $ | +369.441 $ | 12.876.616 $ | +3.377.871 $ | 9.498.745 $ | |
|---|
| ENTERPRISE FINANCIAL SERVICES CORP | 12.238.486 $ | -971.828 $ | 13.210.314 $ | +83.477 $ | 13.126.837 $ | +3.815.523 $ | 9.311.314 $ | |
|---|
| Tradewinds Capital Management, LLC | 12.322.848 $ | -876.160 $ | 13.199.008 $ | +1.343.115 $ | 11.855.893 $ | +2.217.543 $ | 9.638.350 $ | |
|---|
| JFS WEALTH ADVISORS, LLC | 12.866.086 $ | -326.947 $ | 13.193.033 $ | +724.229 $ | 12.468.804 $ | +4.588.074 $ | 7.880.730 $ | |
|---|
| HBW ADVISORY SERVICES LLC | 12.014.468 $ | -1.173.018 $ | 13.187.486 $ | +927.582 $ | 12.259.904 $ | +3.739.228 $ | 8.520.676 $ | |
|---|
| CORNERSTONE ENTERPRISES, LLC | 13.150.595 $ | +1.027.457 $ | 12.123.138 $ | | | | | |
|---|
| David J Yvars Group | 12.308.347 $ | -840.431 $ | 13.148.778 $ | | | | | |
|---|
| D'Orazio & Associates, Inc. | 12.179.010 $ | -900.136 $ | 13.079.146 $ | +796.176 $ | 12.282.970 $ | +3.511.643 $ | 8.771.327 $ | |
|---|
| Prestige Wealth Management Group LLC | 12.042.888 $ | -989.010 $ | 13.031.898 $ | +644.143 $ | 12.387.755 $ | +3.068.511 $ | 9.319.244 $ | |
|---|
| TRUST CO OF OKLAHOMA | 12.390.828 $ | -631.989 $ | 13.022.817 $ | +621.888 $ | 12.400.929 $ | +2.951.237 $ | 9.449.692 $ | |
|---|
| Enhancing Capital LLC | 12.142.731 $ | -871.799 $ | 13.014.530 $ | | | | | |
|---|
| Liberty Capital Management, Inc. | 11.685.226 $ | -1.301.852 $ | 12.987.078 $ | +356.843 $ | 12.630.235 $ | +3.091.200 $ | 9.539.035 $ | |
|---|
| Tiptree Advisors, LLC | 12.090.500 $ | -858.250 $ | 12.948.750 $ | | | | | |
|---|
| CARDEROCK CAPITAL MANAGEMENT INC | 12.704.214 $ | -232.105 $ | 12.936.319 $ | +765.194 $ | 12.171.125 $ | +3.230.086 $ | 8.941.039 $ | |
|---|
| Keystone Wealth Services, LLC | 12.074.776 $ | -841.312 $ | 12.916.088 $ | +584.935 $ | 12.331.153 $ | +2.945.608 $ | 9.385.545 $ | |
|---|
| Canopy Partners, LLC | 12.123.526 $ | -756.487 $ | 12.880.013 $ | +394.934 $ | 12.485.079 $ | +2.796.197 $ | 9.688.882 $ | |
|---|
| GCQ FUNDS MANAGEMENT PTY Ltd | | | | | | | 12.869.120 $ | |
|---|
| OAK HILL WEALTH ADVISORS, LLC | | | 12.832.903 $ | | | | | |
|---|
| Souders Financial Advisors | 12.348.741 $ | -468.597 $ | 12.817.338 $ | +872.314 $ | 11.945.024 $ | +3.355.815 $ | 8.589.209 $ | |
|---|
| Goodman Advisory Group, LLC | 12.105.092 $ | -699.664 $ | 12.804.756 $ | +1.103.173 $ | 11.701.583 $ | +1.885.180 $ | 9.816.403 $ | |
|---|
| ADVOCATE GROUP LLC | 10.592.840 $ | -2.195.949 $ | 12.788.789 $ | +196.304 $ | 12.592.485 $ | +3.012.890 $ | 9.579.595 $ | |
|---|
| SEVEN MILE ADVISORY | 10.871.200 $ | -1.866.366 $ | 12.737.566 $ | +4.481.057 $ | 8.256.509 $ | +2.373.772 $ | 5.882.737 $ | |
|---|
| ADIRONDACK TRUST CO | 11.806.770 $ | -876.195 $ | 12.682.965 $ | +483.772 $ | 12.199.193 $ | +3.021.603 $ | 9.177.590 $ | |
|---|
| LCNB CORP | 12.120.461 $ | -560.506 $ | 12.680.967 $ | +321.326 $ | 12.359.641 $ | +2.946.649 $ | 9.412.992 $ | |
|---|
| Pacifica Partners Inc. | 11.896.207 $ | -776.912 $ | 12.673.119 $ | +525.257 $ | 12.147.862 $ | +2.789.860 $ | 9.358.002 $ | |
|---|
| Leisure Capital Management | 11.679.691 $ | -956.136 $ | 12.635.827 $ | +579.990 $ | 12.055.837 $ | +2.838.136 $ | 9.217.701 $ | |
|---|
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 11.343.307 $ | -1.262.042 $ | 12.605.349 $ | +696.856 $ | 11.908.493 $ | +2.846.954 $ | 9.061.539 $ | |
|---|
| Penbrook Management LLC | 11.002.355 $ | -1.586.419 $ | 12.588.774 $ | +163.473 $ | 12.425.301 $ | +2.662.533 $ | 9.762.768 $ | |
|---|
| HERALD INVESTMENT MANAGEMENT Ltd | 12.476.880 $ | -109.062 $ | 12.585.942 $ | +505.683 $ | 12.080.259 $ | +2.054.896 $ | 10.025.363 $ | |
|---|
| BKM Wealth Management, LLC | 12.366.640 $ | -218.471 $ | 12.585.111 $ | +23.584 $ | 12.561.527 $ | +2.468.864 $ | 10.092.663 $ | |
|---|
| Geneva Partners, LLC | 12.052.083 $ | -525.447 $ | 12.577.530 $ | +499.151 $ | 12.078.379 $ | +2.957.049 $ | 9.121.330 $ | |
|---|
| Canton Hathaway, LLC | 11.731.207 $ | -837.793 $ | 12.569.000 $ | +12.556.940 $ | 12.060 $ | +2.962 $ | 9.098 $ | |
|---|
| Wealth Preservation Advisors, LLC | 11.657.624 $ | -902.737 $ | 12.560.361 $ | +517.863 $ | 12.042.498 $ | +2.951.954 $ | 9.090.544 $ | |
|---|
| WEST MICHIGAN ADVISORS, LLC | 11.896.710 $ | -533.716 $ | 12.430.426 $ | -118.797 $ | 12.549.223 $ | +5.184.747 $ | 7.364.476 $ | |
|---|
| Riverview Capital Advisers, LLC | 11.354.965 $ | -1.120.928 $ | 12.475.893 $ | +1.466.644 $ | 11.009.249 $ | +2.799.300 $ | 8.209.949 $ | |
|---|
| KLCM Advisors, Inc. | 12.474.318 $ | +889.812 $ | 11.584.506 $ | +3.357.211 $ | 8.227.295 $ | +1.993.994 $ | 6.233.301 $ | |
|---|
| CREDIT INDUSTRIEL ET COMMERCIAL | | | 10.359.000 $ | -2.076.250 $ | 12.435.250 $ | +5.890.325 $ | 6.544.925 $ | |
|---|
| Peregrine Asset Advisers, Inc. | 11.611.465 $ | -804.557 $ | 12.416.022 $ | +577.436 $ | 11.838.586 $ | +2.886.282 $ | 8.952.304 $ | |
|---|
| Atlas Brown,Inc. | 11.362.260 $ | -1.026.753 $ | 12.389.013 $ | +477.618 $ | 11.911.395 $ | +2.996.543 $ | 8.914.852 $ | |
|---|
| Touchstone Capital, Inc. | | | 12.387.203 $ | | | | | |
|---|
| Center for Financial Planning, Inc. | 11.551.644 $ | -818.946 $ | 12.370.590 $ | +506.503 $ | 11.864.087 $ | +2.955.552 $ | 8.908.535 $ | |
|---|
| Lineweaver Wealth Advisors, LLC | 12.346.956 $ | | | | | | | |
|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 10.419.956 $ | -1.697.030 $ | 12.116.986 $ | -222.502 $ | 12.339.488 $ | +3.067.209 $ | 9.272.279 $ | |
|---|
| HHM Wealth Advisors, LLC | 11.580.028 $ | -726.895 $ | 12.306.923 $ | +381.160 $ | 11.925.763 $ | +2.600.683 $ | 9.325.080 $ | |
|---|
| Annis Gardner Whiting Capital Advisors, LLC | 12.294.720 $ | +461.493 $ | 11.833.227 $ | | | | | |
|---|
| Ring Mountain Capital, LLC | 11.233 $ | -1.272 $ | 12.505 $ | -12.276.865 $ | 12.289.370 $ | +3.441.753 $ | 8.847.617 $ | |
|---|
| Frisch Financial Group, Inc. | 12.276.932 $ | +96.894 $ | 12.180.038 $ | +12.168.248 $ | 11.790 $ | +3.358 $ | 8.432 $ | |
|---|
| Cypress Wealth Services, LLC | 12.247.470 $ | +3.480.172 $ | 8.767.298 $ | +443.461 $ | 8.323.837 $ | +2.901.871 $ | 5.421.966 $ | |
|---|
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 11.425.523 $ | -811.046 $ | 12.236.569 $ | +485.258 $ | 11.751.311 $ | +2.882.722 $ | 8.868.589 $ | |
|---|
| Atlas Legacy Advisors, LLC | 11.676.657 $ | -541.266 $ | 12.217.923 $ | +3.479.424 $ | 8.738.499 $ | +2.420.310 $ | 6.318.189 $ | |
|---|
| TRED AVON FAMILY WEALTH, LLC | 12.214.146 $ | +434.234 $ | 11.779.912 $ | | | | | |
|---|
| First Command Advisory Services, Inc. | 12.168.846 $ | +57.621 $ | 12.111.225 $ | +192.286 $ | 11.918.939 $ | +2.889.308 $ | 9.029.631 $ | |
|---|
| Arista Wealth Management, LLC | 11.052.819 $ | -1.096.802 $ | 12.149.621 $ | +482.835 $ | 11.666.786 $ | +9.391.046 $ | 2.275.740 $ | |
|---|
| WISCONSIN CAPITAL MANAGEMENT LLC | 11.513.179 $ | -621.872 $ | 12.135.051 $ | +585.191 $ | 11.549.860 $ | +2.849.821 $ | 8.700.039 $ | |
|---|
| Eos Management, L.P. | 11.328.798 $ | -804.181 $ | 12.132.979 $ | +481.150 $ | 11.651.829 $ | +2.858.318 $ | 8.793.511 $ | |
|---|
| Main Street Group, LTD | 11.297.701 $ | -829.407 $ | 12.127.108 $ | +509.473 $ | 11.617.635 $ | | | |
|---|
| Papamarkou Wellner Asset Management inc. | 11.289.625 $ | -835.067 $ | 12.124.692 $ | +354.977 $ | 11.769.715 $ | +2.595.559 $ | 9.174.156 $ | |
|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 10.771.398 $ | -1.343.819 $ | 12.115.217 $ | +487.044 $ | 11.628.173 $ | +2.897.485 $ | 8.730.688 $ | |
|---|
| Compton Wealth Advisory Group, LLC | 11.238.504 $ | -868.508 $ | 12.107.012 $ | +422.104 $ | 11.684.908 $ | +2.913.938 $ | 8.770.970 $ | |
|---|
| Allegheny Financial Group | 11.211.616 $ | -892.168 $ | 12.103.784 $ | | | | | |
|---|
| Sphera Management Technology Funds Ltd | 12.090.500 $ | +695.600 $ | 11.394.900 $ | | | | | |
|---|
| Elyxium Wealth, LLC | 11.206.080 $ | -876.901 $ | 12.082.981 $ | +409.600 $ | 11.673.381 $ | +3.536.506 $ | 8.136.875 $ | |
|---|
| STABLEFORD CAPITAL II LLC | 11.038.143 $ | -1.025.948 $ | 12.064.091 $ | +136.259 $ | 11.927.832 $ | +3.073.161 $ | 8.854.671 $ | |
|---|
| NewSquare Capital LLC | 8.025.238 $ | -4.036.126 $ | 12.061.364 $ | +1.623.457 $ | 10.437.907 $ | +3.371.373 $ | 7.066.534 $ | |
|---|
| Eastover Investment Advisors LLC | 10.545.761 $ | -867.724 $ | 11.413.485 $ | -586.473 $ | 11.999.958 $ | +2.659.879 $ | 9.340.079 $ | |
|---|
| Bradley & Co. Private Wealth Management, LLC | 11.100.949 $ | -836.661 $ | 11.937.610 $ | +278.448 $ | 11.659.162 $ | +2.807.231 $ | 8.851.931 $ | |
|---|
| Independent Solutions Wealth Management, LLC | 11.019.692 $ | -906.959 $ | 11.926.651 $ | | | | | |
|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11.921.233 $ | +2.390.953 $ | 9.530.280 $ | -1.412.740 $ | 10.943.020 $ | +2.158.894 $ | 8.784.126 $ | |
|---|
| Qsemble Capital Management, LP | 11.894.150 $ | | | | | | | |
|---|
| Redmond Asset Management, LLC | 10.636.255 $ | -1.007.779 $ | 11.644.034 $ | -242.573 $ | 11.886.607 $ | +2.728.593 $ | 9.158.014 $ | |
|---|
| Stelac Advisory Services LLC | 9.324.194 $ | -2.559.133 $ | 11.883.327 $ | +588.141 $ | 11.295.186 $ | +2.804.420 $ | 8.490.766 $ | |
|---|
| BLODGETT WEALTH ADVISORS, LLC | 11.870.582 $ | +11.857.696 $ | 12.886 $ | | | | | |
|---|
| Hurlow Wealth Management Group, Inc. | 1.855.703 $ | -221.336 $ | 2.077.039 $ | -9.792.711 $ | 11.869.750 $ | +2.865.229 $ | 9.004.521 $ | |
|---|
| Retirement Solution LLC | 10.470.695 $ | -518.374 $ | 10.989.069 $ | -876.717 $ | 11.865.786 $ | +3.002.194 $ | 8.863.592 $ | |
|---|
| CHESAPEAKE ASSET MANAGEMENT LLC | 10.865.968 $ | -981.909 $ | 11.847.877 $ | +435.710 $ | 11.412.167 $ | +2.687.616 $ | 8.724.551 $ | |
|---|
| Roberts Capital Advisors, LLC | | | 4.830.402 $ | -6.996.516 $ | 11.826.918 $ | +2.901.270 $ | 8.925.648 $ | |
|---|
| WRAPMANAGER INC | 9.534.031 $ | -2.264.779 $ | 11.798.810 $ | | | | | |
|---|
| Synergy Financial Group, LTD | 11.328.215 $ | -383.989 $ | 11.712.204 $ | +2.275.292 $ | 9.436.912 $ | +2.417.839 $ | 7.019.073 $ | |
|---|
| Cascade Financial Partners, LLC | 10.731.162 $ | -969.336 $ | 11.700.498 $ | +292.492 $ | 11.408.006 $ | +2.860.524 $ | 8.547.482 $ | |
|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11.697.166 $ | +109.907 $ | 11.587.259 $ | +1.594.868 $ | 9.992.391 $ | +3.520.997 $ | 6.471.394 $ | |
|---|
| Delaney Dennis R | 10.851.464 $ | -827.272 $ | 11.678.736 $ | +188.069 $ | 11.490.667 $ | | | |
|---|
| Curbstone Financial Management Corp | 10.578.688 $ | -1.080.349 $ | 11.659.037 $ | +472.303 $ | 11.186.734 $ | +2.679.959 $ | 8.506.775 $ | |
|---|
| Trail Ridge Investment Advisors, LLC | 10.800.685 $ | -649.118 $ | 11.449.803 $ | -193.835 $ | 11.643.638 $ | +3.185.351 $ | 8.458.287 $ | |
|---|
| Windle Wealth, LLC | 10.796.531 $ | -832.134 $ | 11.628.665 $ | | | | | |
|---|
| Mandatum Life Insurance Co Ltd | 10.599.016 $ | -1.003.582 $ | 11.602.598 $ | +611.827 $ | 10.990.771 $ | +2.609.438 $ | 8.381.333 $ | |
|---|
| Secure Asset Management, LLC | 10.669.362 $ | -915.657 $ | 11.585.019 $ | +1.248.218 $ | 10.336.801 $ | +2.167.637 $ | 8.169.164 $ | |
|---|
| Resurgent Financial Advisors LLC | 9.800.326 $ | -1.766.767 $ | 11.567.093 $ | | | | | |
|---|
| Ethos Financial Group, LLC | 11.396.844 $ | -161.867 $ | 11.558.711 $ | +302.991 $ | 11.255.720 $ | +2.772.930 $ | 8.482.790 $ | |
|---|
| Maia Wealth LLC | 9.620.525 $ | -1.861.823 $ | 11.482.348 $ | +1.158.256 $ | 10.324.092 $ | +2.758.418 $ | 7.565.674 $ | |
|---|
| Mezzasalma Advisors, LLC | 10.552.991 $ | -905.366 $ | 11.458.357 $ | | | | | |
|---|
| High Note Wealth, LLC | 10.677.883 $ | -725.281 $ | 11.403.164 $ | +534.830 $ | 10.868.334 $ | +2.868.871 $ | 7.999.463 $ | |
|---|
| LCM Capital Management Inc | 10.526.308 $ | -875.046 $ | 11.401.354 $ | +457.693 $ | 10.943.661 $ | +3.013.835 $ | 7.929.826 $ | |
|---|
| Pinnacle Bancorp, Inc. | 10.264.277 $ | -1.131.025 $ | 11.395.302 $ | +122.048 $ | 11.273.254 $ | +2.766.643 $ | 8.506.611 $ | |
|---|
| FORTE ASSET MANAGEMENT LLC | 11.373.924 $ | +5.027.038 $ | 6.346.886 $ | +251.694 $ | 6.095.192 $ | +1.495.216 $ | 4.599.976 $ | |
|---|
| Aft, Forsyth & Sober, LLC | 10.615.459 $ | -753.544 $ | 11.369.003 $ | +724.429 $ | 10.644.574 $ | +2.686.306 $ | 7.958.268 $ | |
|---|
| PINKERTON WEALTH, LLC | 10.716.518 $ | -646.915 $ | 11.363.433 $ | +1.020.366 $ | 10.343.067 $ | +2.523.171 $ | 7.819.896 $ | |
|---|
| SGL Investment Advisors, Inc. | 9.243.946 $ | -2.105.995 $ | 11.349.941 $ | +679.089 $ | 10.670.852 $ | +1.354.615 $ | 9.316.237 $ | |
|---|
| Pines Wealth Management, LLC | 10.563.666 $ | -769.445 $ | 11.333.111 $ | +157.833 $ | 11.175.278 $ | +3.802.065 $ | 7.373.213 $ | |
|---|
| Arrow Capital Pty Ltd | | | 9.393.788 $ | -1.938.384 $ | 11.332.172 $ | +4.477.041 $ | 6.855.131 $ | |
|---|
| XY Capital Ltd | 2.141.469 $ | -1.121.616 $ | 3.263.085 $ | -8.055.299 $ | | | 11.318.384 $ | |
|---|
| Notis-McConarty Edward | 10.535.178 $ | -742.665 $ | 11.277.843 $ | +442.263 $ | 10.835.580 $ | +2.689.992 $ | 8.145.588 $ | |
|---|
| ARK Investment Management LLC | 3.311.346 $ | +139.420 $ | 3.171.926 $ | +1.873.188 $ | 1.298.738 $ | -9.977.978 $ | 11.276.716 $ | |
|---|
| Wealth Management Partners, LLC | 10.641.119 $ | -623.154 $ | 11.264.273 $ | | | | | |
|---|
| MCCARTER PRIVATE WEALTH SERVICES LLC | 10.799.648 $ | -459.816 $ | 11.259.464 $ | +280.025 $ | 10.979.439 $ | +2.625.545 $ | 8.353.894 $ | |
|---|
| Charles Schwab Trust Co | 11.237.182 $ | | | | | | | |
|---|
| Voya Financial Advisors, Inc. | 9.908.729 $ | -1.293.233 $ | 11.201.962 $ | -34.694 $ | 11.236.656 $ | +2.683.242 $ | 8.553.414 $ | |
|---|
| Tempus Wealth Planning, LLC | 10.144.158 $ | -1.082.034 $ | 11.226.192 $ | | | | | |
|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 11.226.104 $ | +405.766 $ | 10.820.338 $ | +743.877 $ | 10.076.461 $ | +2.465.418 $ | 7.611.043 $ | |
|---|
| Abundance Wealth Counselors | 10.440.143 $ | -748.871 $ | 11.189.014 $ | +11.177.817 $ | 11.197 $ | +2.892 $ | 8.305 $ | |
|---|
| Blue Edge Capital, LLC | 10.992.683 $ | -180.534 $ | 11.173.217 $ | +39.192 $ | 11.134.025 $ | +2.463.142 $ | 8.670.883 $ | |
|---|
| MILESTONE ASSET MANAGEMENT, LLC | 11.170.522 $ | +6.807.201 $ | 4.363.321 $ | | | | | |
|---|
| HOWARD FINANCIAL SERVICES, LTD. | 11.077.488 $ | -89.696 $ | 11.167.184 $ | +696.594 $ | 10.470.590 $ | +1.294.927 $ | 9.175.663 $ | |
|---|
| Piscataqua Savings Bank | 11.162.615 $ | +210.626 $ | 10.951.989 $ | +9.733 $ | 10.942.256 $ | +2.549.956 $ | 8.392.300 $ | |
|---|
| AMI INVESTMENT MANAGEMENT INC | 10.535.187 $ | -569.672 $ | 11.104.859 $ | | | | | |
|---|
| FOREFRONT WEALTH MANAGEMENT INC. | 10.252.866 $ | -847.226 $ | 11.100.092 $ | +205.301 $ | 10.894.791 $ | +2.628.668 $ | 8.266.123 $ | |
|---|
| RPg Family Wealth Advisory, LLC | 11.087.083 $ | +1.277.009 $ | 9.810.074 $ | +2.043.417 $ | 7.766.657 $ | -276.898 $ | 8.043.555 $ | |
|---|
| BCWM, LLC | 8.826.411 $ | -1.948.787 $ | 10.775.198 $ | -311.262 $ | 11.086.460 $ | +3.601.487 $ | 7.484.973 $ | |
|---|
| IMA Advisory Services, Inc. | 10.460.240 $ | -605.762 $ | 11.066.002 $ | +413.469 $ | 10.652.533 $ | +2.702.899 $ | 7.949.634 $ | |
|---|
| Breakwater Capital Group | 10.325.287 $ | -732.946 $ | 11.058.233 $ | | | | | |
|---|
| Abacus Planning Group, Inc. | 10.303.184 $ | -754.379 $ | 11.057.563 $ | +380.296 $ | 10.677.267 $ | +2.550.869 $ | 8.126.398 $ | |
|---|
| IMS Capital Management | | | 10.249.252 $ | -779.710 $ | 11.028.962 $ | +2.654.601 $ | 8.374.361 $ | |
|---|
| Investment Research & Advisory Group, Inc. | 10.324.203 $ | -703.644 $ | 11.027.847 $ | +609.451 $ | 10.418.396 $ | +1.257.255 $ | 9.161.141 $ | |
|---|
| Blume Capital Management, Inc. | 9.462.509 $ | -1.557.396 $ | 11.019.905 $ | +214.667 $ | 10.805.238 $ | +2.419.776 $ | 8.385.462 $ | |
|---|
| SECURITY NATIONAL BANK OF SO DAK | 10.229.046 $ | -777.910 $ | 11.006.956 $ | +411.626 $ | 10.595.330 $ | +2.552.224 $ | 8.043.106 $ | |
|---|
| Advyzon Investment Management, LLC | | | 10.995.952 $ | +1.559.677 $ | 9.436.275 $ | +4.923.375 $ | 4.512.900 $ | |
|---|
| Mendel Money Management | 10.076.040 $ | -904.822 $ | 10.980.862 $ | | | | | |
|---|
| Wealth Architects, LLC | 9.952.085 $ | -1.021.523 $ | 10.973.608 $ | +325.296 $ | 10.648.312 $ | +2.582.530 $ | 8.065.782 $ | |
|---|
| Summit X, LLC | | | | | 10.953.688 $ | +2.838.130 $ | 8.115.558 $ | |
|---|
| RedJay Asset Management Inc. | | | | | 10.943.020 $ | +2.684.440 $ | 8.258.580 $ | |
|---|
| GSG Advisors LLC | 10.235.695 $ | -683.324 $ | 10.919.019 $ | | | | | |
|---|
| General Partner, Inc. | 9.890.512 $ | -1.012.853 $ | 10.903.365 $ | +183.682 $ | 10.719.683 $ | +1.972.721 $ | 8.746.962 $ | |
|---|
| Facet Wealth, Inc. | 10.893.970 $ | +4.446.893 $ | 6.447.077 $ | +944.431 $ | 5.502.646 $ | +3.168.906 $ | 2.333.740 $ | |
|---|
| Onyx Bridge Wealth Group LLC | 8.904.798 $ | -1.984.863 $ | 10.889.661 $ | +3.343.889 $ | 7.545.772 $ | +1.859.485 $ | 5.686.287 $ | |
|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 10.111.223 $ | -775.050 $ | 10.886.273 $ | +66.611 $ | 10.819.662 $ | +2.472.490 $ | 8.347.172 $ | |
|---|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 10.881.450 $ | +151.820 $ | | | 10.729.630 $ | +2.652.740 $ | 8.076.890 $ | |
|---|
| Commonwealth Financial Services, LLC | 9.572.458 $ | -510.912 $ | 10.083.370 $ | -796.898 $ | 10.880.268 $ | +2.515.146 $ | 8.365.122 $ | |
|---|
| INVESTMENT PARTNERS, LTD. | 9.855.272 $ | -1.022.664 $ | 10.877.936 $ | | | | | |
|---|
| Highview Capital Management LLC/DE/ | 10.114.912 $ | -714.387 $ | 10.829.299 $ | +212.083 $ | 10.617.216 $ | +3.197.257 $ | 7.419.959 $ | |
|---|
| First Pacific Financial | 9.955.289 $ | -867.409 $ | 10.822.698 $ | +322.381 $ | 10.500.317 $ | +2.733.741 $ | 7.766.576 $ | |
|---|
| Cromwell Holdings LLC | 10.087.346 $ | -716.056 $ | 10.803.402 $ | +428.424 $ | 10.374.978 $ | +3.190.764 $ | 7.184.214 $ | |
|---|
| OV Management LLC | 5.385.109 $ | -454.259 $ | 5.839.368 $ | +407.651 $ | 5.431.717 $ | -5.331.090 $ | 10.762.807 $ | |
|---|
| XXEC, Inc. | 8.451.743 $ | -1.579.395 $ | 10.031.138 $ | +298.317 $ | 9.732.821 $ | -1.013.093 $ | 10.745.914 $ | |
|---|
| Concentrum Wealth Management | 10.737.737 $ | +1.612.292 $ | 9.125.445 $ | | | | | |
|---|
| Hartford Funds Management Co LLC | 10.708.107 $ | +2.437.480 $ | 8.270.627 $ | +99.400 $ | 8.171.227 $ | +2.129.713 $ | 6.041.514 $ | |
|---|
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 7.372.303 $ | -1.021.595 $ | 8.393.898 $ | -2.312.355 $ | 10.706.253 $ | +3.140.643 $ | 7.565.610 $ | |
|---|
| Alaethes Wealth, LLC | 10.005.148 $ | -698.825 $ | 10.703.973 $ | +188.987 $ | 10.514.986 $ | +2.720.457 $ | 7.794.529 $ | |
|---|
| Siren, L.L.C. | 7.254.300 $ | -1.628.543 $ | 8.882.843 $ | -1.815.772 $ | | | 10.698.615 $ | |
|---|
| FIRST COMMUNITY TRUST NA | 9.279.701 $ | -1.401.982 $ | 10.681.683 $ | +395.742 $ | 10.285.941 $ | +2.490.217 $ | 7.795.724 $ | |
|---|
| SITTNER & NELSON, LLC | 8.151.013 $ | -2.511.622 $ | 10.662.635 $ | +227.899 $ | 10.434.736 $ | +2.581.236 $ | 7.853.500 $ | |
|---|
| JPL Wealth Management, LLC | 9.524.598 $ | -1.132.976 $ | 10.657.574 $ | +260.535 $ | 10.397.039 $ | +2.540.806 $ | 7.856.233 $ | |
|---|
| GenTrust, LLC | 10.640.311 $ | +687.148 $ | 9.953.163 $ | | | | | |
|---|
| RFG - Bristol Wealth Advisors, LLC | 9.837.060 $ | -792.997 $ | 10.630.057 $ | | | | | |
|---|
| First Washington CORP | 9.849.405 $ | -779.447 $ | 10.628.852 $ | +405.584 $ | 10.223.268 $ | +2.370.860 $ | 7.852.408 $ | |
|---|
| Bernard Wealth Management Corp. | 9.839.212 $ | -782.759 $ | 10.621.971 $ | +413.360 $ | 10.208.611 $ | +2.204.041 $ | 8.004.570 $ | |
|---|
| Byrne Asset Management LLC | 9.813.618 $ | -802.285 $ | 10.615.903 $ | +205.609 $ | 10.410.294 $ | +2.436.635 $ | 7.973.659 $ | |
|---|
| Granite Bay Wealth Management, LLC | 10.587.043 $ | +910.059 $ | 9.676.984 $ | +9.667.571 $ | 9.413 $ | +2.300 $ | 7.113 $ | |
|---|
| Advisors Preferred, LLC | 9.903.837 $ | -672.262 $ | 10.576.099 $ | +562.881 $ | 10.013.218 $ | +2.235.651 $ | 7.777.567 $ | |
|---|
| O'Brien Greene & Co. Inc | 10.237.145 $ | -323.574 $ | 10.560.719 $ | +94.115 $ | 10.466.604 $ | +2.465.513 $ | 8.001.091 $ | |
|---|
| Phoenix Wealth Advisors | 9.799.360 $ | -759.744 $ | 10.559.104 $ | +854.607 $ | 9.704.497 $ | +2.249.408 $ | 7.455.089 $ | |
|---|
| Royal Capital Wealth Management, LLC | 9.860.728 $ | -690.744 $ | 10.551.472 $ | +411.241 $ | 10.140.231 $ | +2.492.891 $ | 7.647.340 $ | |
|---|
| WILKINS INVESTMENT COUNSEL INC | 7.564.784 $ | -2.976.016 $ | 10.540.800 $ | +351.854 $ | 10.188.946 $ | +2.814.034 $ | 7.374.912 $ | |
|---|
| Horizon Investment Services, LLC | 9.828.138 $ | -704.581 $ | 10.532.719 $ | | | | | |
|---|
| Godshalk Welsh Capital Management, Inc. | 9.708.672 $ | -821.252 $ | 10.529.924 $ | +298.200 $ | 10.231.724 $ | +2.185.615 $ | 8.046.109 $ | |
|---|
| Bangor Savings Bank | 9.397.842 $ | -1.079.186 $ | 10.477.028 $ | +677.706 $ | 9.799.322 $ | +2.220.375 $ | 7.578.947 $ | |
|---|
| Cherokee Insurance Co | 9.781.215 $ | -694.324 $ | 10.475.539 $ | | | | | |
|---|
| FLC Capital Advisors | 9.899.803 $ | -558.230 $ | 10.458.033 $ | | | | | |
|---|
| Yukon Wealth Management, Inc. | 1.897.737 $ | -8.556.444 $ | 10.454.181 $ | | | | | |
|---|
| Lynch Asset Management, Inc. | 9.877.939 $ | -545.805 $ | 10.423.744 $ | +463.109 $ | 9.960.635 $ | | | |
|---|
| PEOPLES FINANCIAL SERVICES CORP. | 9.299.302 $ | -1.124.411 $ | 10.423.713 $ | +189.719 $ | 10.233.994 $ | +1.952.766 $ | 8.281.228 $ | |
|---|
| ALEXANDER LABRUNERIE & CO., INC. | | | 10.386.367 $ | +473.089 $ | 9.913.278 $ | +2.183.737 $ | 7.729.541 $ | |
|---|
| PRUDENT INVESTORS NETWORK, INC. | 9.330.324 $ | -945.565 $ | 10.275.889 $ | -93.814 $ | 10.369.703 $ | +2.264.941 $ | 8.104.762 $ | |
|---|
| BENDER ROBERT & ASSOCIATES | 9.629.737 $ | -737.439 $ | 10.367.176 $ | | | | | |
|---|
| ANB BANK | 9.618.235 $ | -670.842 $ | 10.289.077 $ | -71.973 $ | 10.361.050 $ | +1.496.590 $ | 8.864.460 $ | |
|---|
| Zimmer Partners, LP | 9.672.400 $ | -686.600 $ | 10.359.000 $ | | | | | |
|---|
| SPX Gestao de Recursos Ltda | | | 10.359.000 $ | | | | | |
|---|
| Trilogy Capital Inc. | 10.338.748 $ | +67.283 $ | 10.271.465 $ | +1.262.103 $ | 9.009.362 $ | +2.678.717 $ | 6.330.645 $ | |
|---|
| RBA Wealth Management, LLC | 9.590.089 $ | -740.661 $ | 10.330.750 $ | | | | | |
|---|
| Richard P Slaughter Associates Inc | 9.824.257 $ | +714.552 $ | 9.109.705 $ | -1.217.521 $ | 10.327.226 $ | +3.235.734 $ | 7.091.492 $ | |
|---|
| Gilliland Jeter Wealth Management LLC | 9.537.396 $ | -767.771 $ | 10.305.167 $ | -19.264 $ | 10.324.431 $ | +2.332.634 $ | 7.991.797 $ | |
|---|
| Katamaran Capital LLP | 10.319.000 $ | +3.614.137 $ | 6.704.863 $ | -291.706 $ | 6.996.569 $ | +5.489.754 $ | 1.506.815 $ | |
|---|
| Arkfeld Wealth Strategies, L.L.C. | 9.681.457 $ | -632.258 $ | 10.313.715 $ | +347.942 $ | 9.965.773 $ | +2.142.247 $ | 7.823.526 $ | |
|---|
| First City Capital Management, Inc. | 9.473.980 $ | -839.258 $ | 10.313.238 $ | +389.851 $ | 9.923.387 $ | +2.368.079 $ | 7.555.308 $ | |
|---|
| BROOKS, MOORE & ASSOCIATES, INC. | 9.335.317 $ | -559.082 $ | 9.894.399 $ | -416.630 $ | 10.311.029 $ | +2.855.813 $ | 7.455.216 $ | |
|---|
| Boxwood Ventures, Inc. | 9.619.202 $ | -682.824 $ | 10.302.026 $ | +408.542 $ | 9.893.484 $ | +2.583.139 $ | 7.310.345 $ | |
|---|
| Trust Investment Advisors | 9.304.228 $ | -990.559 $ | 10.294.787 $ | | | | | |
|---|
| Burford Brothers, Inc. | 9.660.588 $ | -631.972 $ | 10.292.560 $ | +372.722 $ | 9.919.838 $ | +2.441.249 $ | 7.478.589 $ | |
|---|
| EagleClaw Capital Managment, LLC | 9.031.266 $ | -1.220.157 $ | 10.251.423 $ | | | | | |
|---|
| SNS Financial Group, LLC | 10.240.478 $ | +43.044 $ | 10.197.434 $ | +331.500 $ | 9.865.934 $ | +2.493.243 $ | 7.372.691 $ | |
|---|
| SFM, LLC | 9.876.682 $ | -346.563 $ | 10.223.245 $ | | | | | |
|---|
| Abel Hall, LLC | 10.222.991 $ | +5.205.361 $ | 5.017.630 $ | +184.581 $ | 4.833.049 $ | +2.130.080 $ | 2.702.969 $ | |
|---|
| SHAKER INVESTMENTS LLC/OH | 10.214.538 $ | +1.728.445 $ | 8.486.093 $ | +4.487.414 $ | 3.998.679 $ | +1.525.985 $ | 2.472.694 $ | |
|---|
| Gold Investment Management Ltd. | 9.530.216 $ | -639.732 $ | 10.169.948 $ | +508.625 $ | 9.661.323 $ | +2.719.236 $ | 6.942.087 $ | |
|---|
| Walkner Condon Financial Advisors LLC | 9.913.615 $ | -245.988 $ | 10.159.603 $ | | | | | |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | 9.364.042 $ | -766.411 $ | 10.130.453 $ | +502.333 $ | 9.628.120 $ | +2.511.936 $ | 7.116.184 $ | |
|---|
| Fairvoy Private Wealth, LLC | 9.481.595 $ | -645.090 $ | 10.126.685 $ | +69.186 $ | 10.057.499 $ | +2.601.915 $ | 7.455.584 $ | |
|---|
| Bouvel Investment Partners, LLC | 9.588.008 $ | -514.866 $ | 10.102.874 $ | | | | | |
|---|
| Family Legacy, Inc. | 9.203.718 $ | -895.730 $ | 10.099.448 $ | +137.874 $ | 9.961.574 $ | +2.291.281 $ | 7.670.293 $ | |
|---|
| Paragon Advisors, LLC | 9.892.808 $ | -183.605 $ | 10.076.413 $ | +318.376 $ | 9.758.037 $ | +4.627.480 $ | 5.130.557 $ | |
|---|
| Plante Moran Financial Advisors, LLC | 7.673.299 $ | -887.685 $ | 8.560.984 $ | -1.513.202 $ | 10.074.186 $ | +1.956.317 $ | 8.117.869 $ | |
|---|
| Trivant Custom Portfolio Group, LLC | 9.356.449 $ | -714.931 $ | 10.071.380 $ | +403.373 $ | 9.668.007 $ | +3.973.450 $ | 5.694.557 $ | |
|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 10.062.714 $ | +1.528.550 $ | 8.534.164 $ | | | | | |
|---|
| Beirne Wealth Consulting Services, LLC | 4.913.177 $ | -5.127.646 $ | 10.040.823 $ | | | | | |
|---|
| Elevated Capital Advisors, LLC | 9.580.204 $ | -454.072 $ | 10.034.276 $ | +2.798.663 $ | 7.235.613 $ | +0 $ | 7.235.613 $ | |
|---|
| Scissortail Wealth Management, LLC | 9.241.552 $ | -762.846 $ | 10.004.398 $ | +395.385 $ | 9.609.013 $ | +2.427.999 $ | 7.181.014 $ | |
|---|
| PENINSULA ASSET MANAGEMENT INC | 9.088.671 $ | -914.497 $ | 10.003.168 $ | +264.875 $ | 9.738.293 $ | +2.473.746 $ | 7.264.547 $ | |
|---|
| SEIZERT CAPITAL PARTNERS, LLC | 9.994.975 $ | | | | | | | |
|---|
| Cornell Pochily Investment Advisors, Inc. | 9.134.166 $ | -856.799 $ | 9.990.965 $ | +324.293 $ | 9.666.672 $ | +2.347.888 $ | 7.318.784 $ | |
|---|
| CALIBER WEALTH MANAGEMENT, LLC / KS | 9.106.760 $ | -878.573 $ | 9.985.333 $ | | | | | |
|---|
| PRENTISS SMITH & CO INC | 8.941.167 $ | -998.294 $ | 9.939.461 $ | -34.107 $ | 9.973.568 $ | +7.228.341 $ | 2.745.227 $ | |
|---|
| PEREGRINE INVESTMENT MANAGEMENT INC | 7.123.723 $ | -2.845.261 $ | 9.968.984 $ | +395.334 $ | 9.573.650 $ | +899.513 $ | 8.674.137 $ | |
|---|
| Probity Advisors, Inc. | 9.111.884 $ | -837.936 $ | 9.949.820 $ | | | | | |
|---|
| Trust Co of the South | 9.446.549 $ | -499.645 $ | 9.946.194 $ | +335.735 $ | 9.610.459 $ | +2.527.975 $ | 7.082.484 $ | |
|---|
| AFT, FORSYTH & COMPANY, INC. | 9.315.197 $ | -628.583 $ | 9.943.780 $ | +380.396 $ | 9.563.384 $ | +2.344.130 $ | 7.219.254 $ | |
|---|
| Aristides Capital LLC | 8.593.927 $ | -195.685 $ | 8.789.612 $ | -1.143.666 $ | 9.933.278 $ | +2.436.740 $ | 7.496.538 $ | |
|---|
| AMARILLO NATIONAL BANK | 9.745.910 $ | -182.156 $ | 9.928.066 $ | +559.349 $ | 9.368.717 $ | +3.295.282 $ | 6.073.435 $ | |
|---|
| FLORIDA FINANCIAL ADVISORS, LLC | 9.927.121 $ | +1.266.214 $ | 8.660.907 $ | -484.883 $ | 9.145.790 $ | +2.973.872 $ | 6.171.918 $ | |
|---|
| Transcendent Capital Group LLC | 8.281.680 $ | -344.157 $ | 8.625.837 $ | -1.298.792 $ | 9.924.629 $ | +2.457.172 $ | 7.467.457 $ | |
|---|
| WT Wealth Management | 9.081.053 $ | -808.916 $ | 9.889.969 $ | +234.988 $ | 9.654.981 $ | +1.739.866 $ | 7.915.115 $ | |
|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 9.401.603 $ | -452.571 $ | 9.854.174 $ | +690.032 $ | 9.164.142 $ | +2.259.193 $ | 6.904.949 $ | |
|---|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 9.179.138 $ | -670.623 $ | 9.849.761 $ | | | | | |
|---|
| Thrive Wealth Management, LLC | 9.846.674 $ | | | | | | | |
|---|
| BENNETT SELBY INVESTMENTS LP | 9.202.761 $ | -630.626 $ | 9.833.387 $ | +394.738 $ | 9.438.649 $ | +2.255.581 $ | 7.183.068 $ | |
|---|
| Ravenswood Partners LP | 9.149.123 $ | -683.640 $ | 9.832.763 $ | | | | | |
|---|
| 1776 Wealth LLC | 9.006.494 $ | -552.558 $ | 9.559.052 $ | -269.272 $ | 9.828.324 $ | +2.560.632 $ | 7.267.692 $ | |
|---|
| Intrua Financial, LLC | 9.387.392 $ | -408.515 $ | 9.795.907 $ | | | | | |
|---|
| Pekin Hardy Strauss, Inc. | 9.221.889 $ | -523.602 $ | 9.745.491 $ | | | | | |
|---|
| Vivaldi Capital Management LP | 9.128.974 $ | -597.022 $ | 9.725.996 $ | +867.396 $ | 8.858.600 $ | +2.107.578 $ | 6.751.022 $ | |
|---|
| Cox Capital Mgt LLC | 8.994.920 $ | -726.802 $ | 9.721.722 $ | +473.195 $ | 9.248.527 $ | +2.085.671 $ | 7.162.856 $ | |
|---|
| GRAYBILL WEALTH MANAGEMENT, LTD. | 9.259.726 $ | -429.915 $ | 9.689.641 $ | +180.325 $ | 9.509.316 $ | +2.660.835 $ | 6.848.481 $ | |
|---|
| Bain Capital Public Equity, LP | | | 9.686.701 $ | | | | | |
|---|
| BAKER BOYER NATIONAL BANK | 9.680.138 $ | +6.757.346 $ | 2.922.792 $ | -1.382.789 $ | 4.305.581 $ | +1.052.451 $ | 3.253.130 $ | |
|---|
| Norway Savings Bank | 9.277.282 $ | -394.916 $ | 9.672.198 $ | +328.848 $ | 9.343.350 $ | +2.575.068 $ | 6.768.282 $ | |
|---|
| Sculati Wealth Management, LLC | 8.906.346 $ | -762.745 $ | 9.669.091 $ | +337.679 $ | 9.331.412 $ | +2.178.731 $ | 7.152.681 $ | |
|---|
| Exeter Financial, LLC | 8.974.621 $ | -616.262 $ | 9.590.883 $ | -38.609 $ | 9.629.492 $ | +2.179.263 $ | 7.450.229 $ | |
|---|
| Mraz, Amerine & Associates, Inc. | 8.822.801 $ | -801.358 $ | 9.624.159 $ | +314.011 $ | 9.310.148 $ | +2.065.503 $ | 7.244.645 $ | |
|---|
| Evolution Wealth Advisors, LLC | 9.070.817 $ | -533.000 $ | 9.603.817 $ | +462.603 $ | 9.141.214 $ | +2.374.112 $ | 6.767.102 $ | |
|---|
| AVISO WEALTH MANAGEMENT | 8.809.703 $ | -741.110 $ | 9.550.813 $ | +500.761 $ | 9.050.052 $ | +2.520.877 $ | 6.529.175 $ | |
|---|
| CacheTech Inc. | 9.546.875 $ | +974.982 $ | 8.571.893 $ | -595.402 $ | 9.167.295 $ | | | |
|---|
| Socorro Asset Management LP | 9.527.798 $ | +1.004.931 $ | 8.522.867 $ | +119.622 $ | 8.403.245 $ | | | |
|---|
| Sylvest Advisors, LLC | 8.890.207 $ | -623.824 $ | 9.514.031 $ | +377.292 $ | 9.136.739 $ | +2.087.430 $ | 7.049.309 $ | |
|---|
| waypoint wealth counsel | 8.782.087 $ | -731.762 $ | 9.513.849 $ | +482.213 $ | 9.031.636 $ | +2.739.066 $ | 6.292.570 $ | |
|---|
| Carl P. Sherr & Co., LLC | 7.841.119 $ | -1.663.386 $ | 9.504.505 $ | +384.591 $ | 9.119.914 $ | +2.189.730 $ | 6.930.184 $ | |
|---|
| Weaver Capital Management LLC | 9.474.265 $ | -24.999 $ | 9.499.264 $ | +1.494.447 $ | 8.004.817 $ | +2.484.006 $ | 5.520.811 $ | |
|---|
| Tower View Wealth Management LLC | 8.893.252 $ | -604.482 $ | 9.497.734 $ | +393.266 $ | 9.104.468 $ | +2.416.665 $ | 6.687.803 $ | |
|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 8.556.472 $ | -918.163 $ | 9.474.635 $ | +320.112 $ | 9.154.523 $ | +2.138.819 $ | 7.015.704 $ | |
|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 8.517.999 $ | -942.358 $ | 9.460.357 $ | +265.733 $ | 9.194.624 $ | +2.134.289 $ | 7.060.335 $ | |
|---|
| Fairbanks Capital Management, Inc. | 8.726.142 $ | -701.265 $ | 9.427.407 $ | +332.074 $ | 9.095.333 $ | +2.594.185 $ | 6.501.148 $ | |
|---|
| TOWER TRUST & INVESTMENT Co | 8.630.431 $ | -795.153 $ | 9.425.584 $ | +240.655 $ | 9.184.929 $ | +1.992.451 $ | 7.192.478 $ | |
|---|
| Peoples Bank/KS | 5.665.125 $ | -550.275 $ | 6.215.400 $ | -3.206.043 $ | 9.421.443 $ | +2.312.978 $ | 7.108.465 $ | |
|---|
| Helium Advisors LLC | 8.257.656 $ | -992.444 $ | 9.250.100 $ | -164.582 $ | 9.414.682 $ | | | |
|---|
| Slagle Financial, LLC | 8.704.045 $ | -703.837 $ | 9.407.882 $ | | | | | |
|---|
| Cambridge Financial Group, Inc. | 8.796.564 $ | -602.675 $ | 9.399.239 $ | +2.067.416 $ | 7.331.823 $ | +42.875 $ | 7.288.948 $ | |
|---|
| Boltwood Capital Management | 8.845.410 $ | -546.577 $ | 9.391.987 $ | +445.571 $ | 8.946.416 $ | +2.568.540 $ | 6.377.876 $ | |
|---|
| Kentucky Trust Co | 8.646.642 $ | -730.325 $ | 9.376.967 $ | +253.970 $ | 9.122.997 $ | +2.178.657 $ | 6.944.340 $ | |
|---|
| Runnymede Capital Advisors, Inc. | 9.356.449 $ | +1.978.251 $ | 7.378.198 $ | +287.618 $ | 7.090.580 $ | +1.730.762 $ | 5.359.818 $ | |
|---|
| NOESIS CAPITAL MANGEMENT CORP | 8.995.604 $ | -342.290 $ | 9.337.894 $ | +621.328 $ | 8.716.566 $ | +1.819.129 $ | 6.897.437 $ | |
|---|
| GARRISON BRADFORD & ASSOCIATES INC | 7.610.244 $ | -1.721.143 $ | 9.331.387 $ | +238.235 $ | 9.093.152 $ | +2.091.850 $ | 7.001.302 $ | |
|---|
| Pettee Investors, Inc. | 9.075.613 $ | -253.702 $ | 9.329.315 $ | +799.728 $ | 8.529.587 $ | +1.947.874 $ | 6.581.713 $ | |
|---|
| ASHFORD CAPITAL MANAGEMENT INC | 8.757.875 $ | -569.887 $ | 9.327.762 $ | +366.921 $ | 8.960.841 $ | +2.116.731 $ | 6.844.110 $ | |
|---|
| Congress Park Capital LLC | 9.309.554 $ | | | | | | | |
|---|
| Game Plan Financial Advisors, LLC | 8.657.956 $ | -647.717 $ | 9.305.673 $ | +343.181 $ | 8.962.492 $ | +3.007.200 $ | 5.955.292 $ | |
|---|
| B & T Capital Management DBA Alpha Capital Management | 8.687.997 $ | -612.849 $ | 9.300.846 $ | +253.959 $ | 9.046.887 $ | +2.062.022 $ | 6.984.865 $ | |
|---|
| Autumn Glory Partners, LLC | 8.833.319 $ | -450.417 $ | 9.283.736 $ | +374.128 $ | 8.909.608 $ | +3.557.473 $ | 5.352.135 $ | |
|---|
| Purkiss Capital Advisors LLC | 8.659.093 $ | -618.094 $ | 9.277.187 $ | +540.959 $ | 8.736.228 $ | +3.642.593 $ | 5.093.635 $ | |
|---|
| FORTRESS PRIVATE LEDGER, LLC | 9.269.411 $ | +461.747 $ | 8.807.664 $ | +2.431.039 $ | 6.376.625 $ | +1.719.068 $ | 4.657.557 $ | |
|---|
| Physician Wealth Advisors, Inc. | 6.899.277 $ | -2.352.691 $ | 9.251.968 $ | +1.081.105 $ | 8.170.863 $ | +2.071.013 $ | 6.099.850 $ | |
|---|
| Darden Wealth Group Inc | 8.964.645 $ | -276.374 $ | 9.241.019 $ | +422.166 $ | 8.818.853 $ | +2.064.256 $ | 6.754.597 $ | |
|---|
| INVESCO, LLC | 8.887.911 $ | -347.043 $ | 9.234.954 $ | +544.823 $ | 8.690.131 $ | +2.135.183 $ | 6.554.948 $ | |
|---|
| Gateway Wealth Partners, LLC | 9.221.266 $ | +509.991 $ | 8.711.275 $ | | | | | |
|---|
| McGowan Group Asset Management, Inc. | 8.264.241 $ | -419.837 $ | 8.684.078 $ | -486.535 $ | 9.170.613 $ | +2.502.658 $ | 6.667.955 $ | |
|---|
| Susquehanna Portfolio Strategies, LLC | | | 9.167.715 $ | | | | | |
|---|
| First National Bank of Hutchinson | 8.524.286 $ | -638.768 $ | 9.163.054 $ | +1.806.858 $ | 7.356.196 $ | +1.915.668 $ | 5.440.528 $ | |
|---|
| Beaumont Asset Management, L.L.C. | 8.711.653 $ | -450.373 $ | 9.162.026 $ | | | | | |
|---|
| NORTHCAPE WEALTH MANAGEMENT, LLC | 8.382.679 $ | -751.872 $ | 9.134.551 $ | +118.065 $ | 9.016.486 $ | +2.324.124 $ | 6.692.362 $ | |
|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 8.743.604 $ | -82.573 $ | 8.826.177 $ | -276.015 $ | 9.102.192 $ | +2.297.732 $ | 6.804.460 $ | |
|---|
| Redhawk Wealth Advisors, Inc. | 9.102.130 $ | +320.580 $ | 8.781.550 $ | +496.348 $ | 8.285.202 $ | +2.256.436 $ | 6.028.766 $ | |
|---|
| Whitford Management LLC | 6.721.926 $ | -2.366.706 $ | 9.088.632 $ | | | | | |
|---|
| EVERMAY WEALTH MANAGEMENT LLC | 8.257.996 $ | -826.527 $ | 9.084.523 $ | +260.777 $ | 8.823.746 $ | +2.137.907 $ | 6.685.839 $ | |
|---|
| Atlantic Edge Private Wealth Management, LLC | 8.439.912 $ | -641.824 $ | 9.081.736 $ | +2.469.167 $ | 6.612.569 $ | +1.534.668 $ | 5.077.901 $ | |
|---|
| Ranch Capital Advisors Inc. | 8.453.827 $ | -612.913 $ | 9.066.740 $ | +355.430 $ | 8.711.310 $ | +2.018.790 $ | 6.692.520 $ | |
|---|
| Fort Point Capital Partners LLC | 8.191.479 $ | -859.874 $ | 9.051.353 $ | | | | | |
|---|
| OneAscent Financial Services LLC | 9.049.194 $ | +247.301 $ | 8.801.893 $ | +8.787.826 $ | 14.067 $ | +4.165 $ | 9.902 $ | |
|---|
| BAROMETER CAPITAL MANAGEMENT INC. | 4.135.325 $ | -4.842.303 $ | 8.977.628 $ | -64.789 $ | 9.042.417 $ | | | |
|---|
| DIAMANT ASSET MANAGEMENT, INC. | 8.545.565 $ | -490.073 $ | 9.035.638 $ | +181.740 $ | 8.853.898 $ | +2.171.956 $ | 6.681.942 $ | |
|---|
| First Financial Group Corp | 8.431.577 $ | -597.582 $ | 9.029.159 $ | | | | | |
|---|
| Truvestments Capital LLC | 8.569.851 $ | -457.633 $ | 9.027.484 $ | +1.039.179 $ | 7.988.305 $ | +1.756.457 $ | 6.231.848 $ | |
|---|
| DMKC Advisory Services, LLC | 7.263.765 $ | -1.761.446 $ | 9.025.211 $ | | | | | |
|---|
| Wharton Business Group, LLC | 8.249.505 $ | -773.591 $ | 9.023.096 $ | +9.014.272 $ | 8.824 $ | +2.257 $ | 6.567 $ | |
|---|
| Second Line Capital, LLC | 8.889.283 $ | -133.679 $ | 9.022.962 $ | +240.729 $ | 8.782.233 $ | +2.789.752 $ | 5.992.481 $ | |
|---|
| SHAYNE & JACOBS, LLC | 8.417.165 $ | -597.492 $ | 9.014.657 $ | | | | | |
|---|
| Summit Place Financial Advisors, LLC | 8.035.921 $ | -953.824 $ | 8.989.745 $ | +401.275 $ | 8.588.470 $ | +2.227.061 $ | 6.361.409 $ | |
|---|
| COOKSON PEIRCE & CO INC | 8.431.566 $ | -522.202 $ | 8.953.768 $ | +3.638.820 $ | 5.314.948 $ | +84.922 $ | 5.230.026 $ | |
|---|
| EWA, LLC | 8.944.690 $ | +238.286 $ | 8.706.404 $ | +1.038.828 $ | 7.667.576 $ | +3.807.519 $ | 3.860.057 $ | |
|---|
| Dempze Nancy E | 8.942.617 $ | +588.084 $ | 8.354.533 $ | | | | | |
|---|
| Schrum Private Wealth Management LLC | 8.302.214 $ | -633.540 $ | 8.935.754 $ | | | | | |
|---|
| HAP TRADING, LLC | | | 8.918.028 $ | | | | | |
|---|
| BANK OF STOCKTON | 8.218.155 $ | -691.103 $ | 8.909.258 $ | +352.811 $ | 8.556.447 $ | +2.058.821 $ | 6.497.626 $ | |
|---|
| Wealth Dimensions Group, Ltd. | 8.198.155 $ | -668.623 $ | 8.866.778 $ | +2.063.995 $ | | | 6.802.783 $ | |
|---|
| Strategic Financial Services, Inc. | 6.653.059 $ | -2.209.212 $ | 8.862.271 $ | +259.963 $ | 8.602.308 $ | +2.184.974 $ | 6.417.334 $ | |
|---|
| PRIVATE MANAGEMENT GROUP INC | 8.286.645 $ | -550.809 $ | 8.837.454 $ | | | | | |
|---|
| RIDGECREST WEALTH PARTNERS, LLC | 7.262.897 $ | -1.558.576 $ | 8.821.473 $ | +356.632 $ | 8.464.841 $ | +2.050.507 $ | 6.414.334 $ | |
|---|
| Bank of Marin | | | | | 8.821.068 $ | +2.247.614 $ | 6.573.454 $ | |
|---|
| a16z Perennial Management, L.P. | 5.392.847 $ | -811.158 $ | 6.204.005 $ | -2.606.121 $ | 8.810.126 $ | +2.161.218 $ | 6.648.908 $ | |
|---|
| CM WEALTH ADVISORS LLC | 8.790.761 $ | +2.859.198 $ | 5.931.563 $ | -400.466 $ | 6.332.029 $ | +622.722 $ | 5.709.307 $ | |
|---|
| LBMC INVESTMENT ADVISORS, LLC | 8.217.421 $ | -553.377 $ | 8.770.798 $ | +1.023.952 $ | 7.746.846 $ | +1.737.962 $ | 6.008.884 $ | |
|---|
| First Dallas Securities Inc. | 7.893.738 $ | -869.424 $ | 8.763.162 $ | +2.305.162 $ | | | 6.458.000 $ | |
|---|
| Cohen Investment Advisors LLC | 8.760.293 $ | | | | | | | |
|---|
| BridgePort Financial Solutions, LLC | 7.186.168 $ | -1.561.348 $ | 8.747.516 $ | +2.875.767 $ | 5.871.749 $ | +1.534.046 $ | 4.337.703 $ | |
|---|
| Owen LaRue, LLC | 6.439.121 $ | -912.643 $ | 7.351.764 $ | -1.386.818 $ | 8.738.582 $ | +2.013.184 $ | 6.725.398 $ | |
|---|
| POTENTIA WEALTH | 8.326.613 $ | -397.479 $ | 8.724.092 $ | -3.345 $ | 8.727.437 $ | +2.259.461 $ | 6.467.976 $ | |
|---|
| KKM Financial LLC | 8.716.348 $ | +126.643 $ | 8.589.705 $ | +1.207.155 $ | 7.382.550 $ | +2.394.418 $ | 4.988.132 $ | |
|---|
| NCM Capital Management, LLC | 7.974.267 $ | -722.795 $ | 8.697.062 $ | +45.753 $ | 8.651.309 $ | +2.064.731 $ | 6.586.578 $ | |
|---|
| Slow Capital, Inc. | 7.932.210 $ | -506.091 $ | 8.438.301 $ | -252.355 $ | 8.690.656 $ | +2.082.005 $ | 6.608.651 $ | |
|---|
| Unison Asset Management LLC | 8.390.755 $ | -297.856 $ | 8.688.611 $ | +344.558 $ | 8.344.053 $ | +2.422.844 $ | 5.921.209 $ | |
|---|
| Grey Ledge Advisors, LLC | 7.613.104 $ | -930.426 $ | 8.543.530 $ | -139.027 $ | 8.682.557 $ | +2.105.663 $ | 6.576.894 $ | |
|---|
| PING CAPITAL MANAGEMENT, INC. | 7.641.196 $ | +3.911.956 $ | 3.729.240 $ | -4.925.694 $ | 8.654.934 $ | +5.952.126 $ | 2.702.808 $ | |
|---|
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 8.056.626 $ | -571.903 $ | 8.628.529 $ | | | | | |
|---|
| Ramirez Asset Management, Inc. | 8.095.799 $ | -531.694 $ | 8.627.493 $ | +339.150 $ | 8.288.343 $ | +1.995.680 $ | 6.292.663 $ | |
|---|
| US Asset Management LLC | 7.979.730 $ | -642.584 $ | 8.622.314 $ | +315.567 $ | 8.306.747 $ | +8.300.466 $ | 6.281 $ | |
|---|
| LexAurum Advisors, LLC | | | 8.618.911 $ | | | | | |
|---|
| Emerald Advisors, LLC | 8.617.693 $ | +2.077.220 $ | 6.540.473 $ | | | | | |
|---|
| Ellsworth Advisors, LLC | 8.227.223 $ | -390.093 $ | 8.617.316 $ | +530.319 $ | 8.086.997 $ | +2.112.794 $ | 5.974.203 $ | |
|---|
| Convergence Financial, LLC | 8.126.210 $ | -486.543 $ | 8.612.753 $ | +372.427 $ | 8.240.326 $ | +2.266.176 $ | 5.974.150 $ | |
|---|
| Peterson Wealth Services | 7.982.352 $ | -628.493 $ | 8.610.845 $ | +2.426.387 $ | | | 6.184.458 $ | |
|---|
| Virtus Wealth Solutions LLC | 7.882.932 $ | -723.039 $ | 8.605.971 $ | | | | | |
|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 7.372.304 $ | -1.225.272 $ | 8.597.576 $ | | | | | |
|---|
| Addison Advisors LLC | 7.934.754 $ | -649.750 $ | 8.584.504 $ | +245.922 $ | 8.338.582 $ | +2.491.131 $ | 5.847.451 $ | |
|---|
| Symmetry Partners, LLC | 7.855.579 $ | -726.436 $ | 8.582.015 $ | +1.382.987 $ | 7.199.028 $ | +1.320.129 $ | 5.878.899 $ | |
|---|
| Balefire, LLC | 8.580.294 $ | | | | | | | |
|---|
| Chung Wu Investment Group, LLC | 8.101.602 $ | -476.686 $ | 8.578.288 $ | +340.184 $ | 8.238.104 $ | | | |
|---|
| Aspen Grove Capital, LLC | 8.005.577 $ | -568.245 $ | 8.573.822 $ | | | | | |
|---|
| Modus Advisors, LLC | 6.321.155 $ | -2.233.528 $ | 8.554.683 $ | +258.138 $ | 8.296.545 $ | +2.032.590 $ | 6.263.955 $ | |
|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 7.776.043 $ | -770.733 $ | 8.546.776 $ | +640.210 $ | 7.906.566 $ | +2.290.385 $ | 5.616.181 $ | |
|---|
| FULLCIRCLE WEALTH LLC | | | 8.250.352 $ | -292.554 $ | 8.542.906 $ | +2.438.475 $ | 6.104.431 $ | |
|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 7.884.941 $ | -639.480 $ | 8.524.421 $ | +2.604.896 $ | | | 5.919.525 $ | |
|---|
| LAZARI CAPITAL MANAGEMENT, INC. | 7.914.785 $ | -599.955 $ | 8.514.740 $ | +273.571 $ | 8.241.169 $ | +1.606.695 $ | 6.634.474 $ | |
|---|
| Prudent Man Advisors, LLC | 6.953.972 $ | -626.744 $ | 7.580.716 $ | -910.073 $ | 8.490.789 $ | +3.544.650 $ | 4.946.139 $ | |
|---|
| Strategies Wealth Advisors, LLC | 8.458.585 $ | | | | | | | |
|---|
| Eley Financial Management, Inc | 7.864.628 $ | -586.762 $ | 8.451.390 $ | +216.767 $ | 8.234.623 $ | +1.878.039 $ | 6.356.584 $ | |
|---|
| SAGE RHINO CAPITAL LLC | 7.536.758 $ | -902.470 $ | 8.439.228 $ | +470.900 $ | 7.968.328 $ | +2.295.044 $ | 5.673.284 $ | |
|---|
| Columbus Macro, LLC | 7.947.176 $ | -483.532 $ | 8.430.708 $ | | | | | |
|---|
| QTR Family Wealth, LLC | 6.730.254 $ | -1.674.346 $ | 8.404.600 $ | +1.432.058 $ | 6.972.542 $ | +2.475.798 $ | 4.496.744 $ | |
|---|
| FINANCIAL CONSULATE, INC | 4.020.225 $ | -4.365.213 $ | 8.385.438 $ | | | | | |
|---|
| Pflug Koory, LLC | 7.845.507 $ | -535.679 $ | 8.381.186 $ | +354.266 $ | 8.026.920 $ | +1.974.132 $ | 6.052.788 $ | |
|---|
| Millstone Evans Group, LLC | 8.376.448 $ | +222.235 $ | 8.154.213 $ | +341.301 $ | 7.812.912 $ | +1.964.663 $ | 5.848.249 $ | |
|---|
| Axecap Investments, LLC | 8.363.830 $ | +7.337.786 $ | 1.026.044 $ | +34.723 $ | 991.321 $ | +105.717 $ | 885.604 $ | |
|---|
| Bank & Trust Co | 7.801.758 $ | -551.222 $ | 8.352.980 $ | +306.378 $ | 8.046.602 $ | +1.943.887 $ | 6.102.715 $ | |
|---|
| Strengthening Families & Communities, LLC | | | 8.341.834 $ | +8.236.725 $ | 105.109 $ | -39.256 $ | 144.365 $ | |
|---|
| UNIQUE WEALTH, LLC | 6.562.886 $ | -1.774.212 $ | 8.337.098 $ | +285.355 $ | 8.051.743 $ | +2.200.037 $ | 5.851.706 $ | |
|---|
| SC&H Financial Advisors, Inc. | | | 8.333.183 $ | | | | | |
|---|
| Widmann Financial Services, Inc. | 7.512.097 $ | -794.178 $ | 8.306.275 $ | +324.025 $ | 7.982.250 $ | | | |
|---|
| Palogic Value Management, L.P. | 7.577.358 $ | -588.642 $ | 8.166.000 $ | -123.835 $ | 8.289.835 $ | +2.124.054 $ | 6.165.781 $ | |
|---|
| Jacobsen Capital Management | 7.623.952 $ | -659.282 $ | 8.283.234 $ | +456.317 $ | 7.826.917 $ | +2.669.305 $ | 5.157.612 $ | |
|---|
| CLOVERFIELDS CAPITAL GROUP, LP | 8.282.898 $ | +287.768 $ | 7.995.130 $ | +320.052 $ | 7.675.078 $ | +2.052.838 $ | 5.622.240 $ | |
|---|
| McGlone Suttner Wealth Management, Inc. | 7.424.130 $ | -851.770 $ | 8.275.900 $ | +323.587 $ | 7.952.313 $ | +1.910.638 $ | 6.041.675 $ | |
|---|
| Evergreen Private Wealth LLC | 7.751.189 $ | -519.305 $ | 8.270.494 $ | +89.484 $ | 8.181.010 $ | +2.332.892 $ | 5.848.118 $ | |
|---|
| WD RUTHERFORD LLC | 7.998.591 $ | -214.542 $ | 8.213.133 $ | +323.713 $ | 7.889.420 $ | +1.367.111 $ | 6.522.309 $ | |
|---|
| SEEDS INVESTOR LLC | 7.970.422 $ | -240.788 $ | 8.211.210 $ | +198.862 $ | 8.012.348 $ | +2.904.634 $ | 5.107.714 $ | |
|---|
| Financial Avengers, Inc. | 7.550.774 $ | -658.266 $ | 8.209.040 $ | | | | | |
|---|
| Certified Advisory Corp | 7.459.888 $ | -726.603 $ | 8.186.491 $ | | | | | |
|---|
| Insight Wealth Strategies, LLC | 7.804.944 $ | -363.993 $ | 8.168.937 $ | +435.725 $ | 7.733.212 $ | +2.985.241 $ | 4.747.971 $ | |
|---|
| Exit Wealth Advisors, LLC. | | | 8.167.869 $ | | | | | |
|---|
| JSF Financial, LLC | 7.981.194 $ | -183.757 $ | 8.164.951 $ | +388.927 $ | 7.776.024 $ | +2.076.091 $ | 5.699.933 $ | |
|---|
| Consilium Wealth Advisory, LLC | 7.661.994 $ | -494.480 $ | 8.156.474 $ | +702.463 $ | 7.454.011 $ | +1.815.341 $ | 5.638.670 $ | |
|---|
| ORG Partners LLC | 7.961.595 $ | -194.686 $ | 8.156.281 $ | +3.203.363 $ | 4.952.918 $ | | | |
|---|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 7.377.854 $ | -764.049 $ | 8.141.903 $ | +40.847 $ | 8.101.056 $ | +1.769.562 $ | 6.331.494 $ | |
|---|
| Eleva Capital SAS | | | 2.777.766 $ | -5.361.353 $ | 8.139.119 $ | | | |
|---|
| Lindenwold Advisors, INC | | | 8.137.512 $ | | | | | |
|---|
| VIAWEALTH, LLC | 7.203.839 $ | -930.939 $ | 8.134.778 $ | | | | | |
|---|
| Kingsman Wealth Management, Inc. | 6.761.291 $ | -1.372.139 $ | 8.133.430 $ | +1.639.310 $ | 6.494.120 $ | +1.680.885 $ | 4.813.235 $ | |
|---|
| Regency Capital Management Inc.\DE | 7.498.129 $ | -634.813 $ | 8.132.942 $ | +550.095 $ | 7.582.847 $ | +1.858.277 $ | 5.724.570 $ | |
|---|
| Legacy CG, LLC | 7.268.325 $ | -856.239 $ | 8.124.564 $ | | | | | |
|---|
| Capstone Financial Advisors, Inc. | 7.612.019 $ | -501.289 $ | 8.113.308 $ | +1.323.948 $ | 6.789.360 $ | +1.489.790 $ | 5.299.570 $ | |
|---|
| CenterStar Asset Management, LLC | 841.769 $ | +435.767 $ | 406.002 $ | -7.701.781 $ | 8.107.783 $ | +5.615.676 $ | 2.492.107 $ | |
|---|
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 7.730.182 $ | -338.961 $ | 8.069.143 $ | +784.574 $ | 7.284.569 $ | +2.146.231 $ | 5.138.338 $ | |
|---|
| Blue Whale Capital LLP | | | | | | | 8.068.257 $ | |
|---|
| Oak Asset Management, LLC | 7.505.420 $ | -550.904 $ | 8.056.324 $ | | | | | |
|---|
| Core Wealth Partners LLC | 7.598.037 $ | -449.013 $ | 8.047.050 $ | | | | | |
|---|
| Lewis Asset Management, LLC | 6.910.714 $ | -1.129.329 $ | 8.040.043 $ | +1.004.165 $ | 7.035.878 $ | +3.246.803 $ | 3.789.075 $ | |
|---|
| BSW Wealth Partners | 6.758.958 $ | -1.278.980 $ | 8.037.938 $ | +152.064 $ | 7.885.874 $ | +1.206.953 $ | 6.678.921 $ | |
|---|
| Pacific Wealth Strategies Group, Inc. | 7.652.796 $ | -239.368 $ | 7.892.164 $ | -141.730 $ | 8.033.894 $ | +3.540.709 $ | 4.493.185 $ | |
|---|
| Argent Advisors, Inc. | 7.581.815 $ | -428.561 $ | 8.010.376 $ | +1.028.297 $ | 6.982.079 $ | +1.796.483 $ | 5.185.596 $ | |
|---|
| PICTET BANK & TRUST Ltd | 8.004.754 $ | +3.001.300 $ | 5.003.454 $ | +110.302 $ | 4.893.152 $ | +1.521.932 $ | 3.371.220 $ | |
|---|
| Weaver Consulting Group | 7.517.230 $ | -462.510 $ | 7.979.740 $ | +433.338 $ | 7.546.402 $ | +1.867.355 $ | 5.679.047 $ | |
|---|
| Strategic Family Wealth Counselors, L.L.C. | 7.970.333 $ | +3.491.590 $ | 4.478.743 $ | +175.260 $ | 4.303.483 $ | +989.098 $ | 3.314.385 $ | |
|---|
| Adams Wealth Management | 6.726.117 $ | +237.208 $ | 6.488.909 $ | -1.480.826 $ | 7.969.735 $ | +649.401 $ | 7.320.334 $ | |
|---|
| Financial Strategies Group, Inc. | 6.631.321 $ | +102.620 $ | 6.528.701 $ | -1.434.375 $ | 7.963.076 $ | +1.857.454 $ | 6.105.622 $ | |
|---|
| CFS Investment Advisory Services, LLC | 7.378.161 $ | -584.435 $ | 7.962.596 $ | +7.955.406 $ | 7.190 $ | +1.891 $ | 5.299 $ | |
|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 7.447.750 $ | -503.895 $ | 7.951.645 $ | +237.025 $ | 7.714.620 $ | +1.953.925 $ | 5.760.695 $ | |
|---|
| S.A. Mason LLC | 7.421.820 $ | -510.338 $ | 7.932.158 $ | +4.552 $ | 7.927.606 $ | +1.829.404 $ | 6.098.202 $ | |
|---|
| Marion Wealth Management | 7.182.353 $ | -749.493 $ | 7.931.846 $ | +247.617 $ | 7.684.229 $ | +1.906.975 $ | 5.777.254 $ | |
|---|
| Altman Advisors, Inc. | 7.590.650 $ | -336.811 $ | 7.927.461 $ | | | | | |
|---|
| Elefante Mark B | 7.790.634 $ | -134.000 $ | 7.924.634 $ | +2.943.585 $ | | | 4.981.049 $ | |
|---|
| BRASS TAX WEALTH MANAGEMENT, INC | | | 7.924.387 $ | +413.057 $ | 7.511.330 $ | +2.196.153 $ | 5.315.177 $ | |
|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 7.383.910 $ | -530.366 $ | 7.914.276 $ | +319.820 $ | 7.594.456 $ | +1.197.829 $ | 6.396.627 $ | |
|---|
| City State Bank | 7.470.478 $ | -441.208 $ | 7.911.686 $ | +382.888 $ | 7.528.798 $ | +2.037.593 $ | 5.491.205 $ | |
|---|
| SWEENEY & MICHEL, LLC | | | | | 7.902.073 $ | +2.255.829 $ | 5.646.244 $ | |
|---|
| Waterfront Wealth Inc. | 7.115.328 $ | -782.143 $ | 7.897.471 $ | +378.210 $ | 7.519.261 $ | +1.828.414 $ | 5.690.847 $ | |
|---|
| SAYBROOK CAPITAL /NC | 7.382.516 $ | -505.923 $ | 7.888.439 $ | +312.827 $ | 7.575.612 $ | +4.395.639 $ | 3.179.973 $ | |
|---|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7.539.152 $ | -339.385 $ | 7.878.537 $ | +174.063 $ | 7.704.474 $ | +1.881.555 $ | 5.822.919 $ | |
|---|
| WESTBOURNE INVESTMENTS, INC. | 6.943.816 $ | -750.323 $ | 7.694.139 $ | +195.703 $ | 7.498.436 $ | -371.225 $ | 7.869.661 $ | |
|---|
| Guinness Atkinson Asset Management Inc | 7.069.282 $ | -791.748 $ | 7.861.030 $ | | | | | |
|---|
| Steamboat Capital Partners, LLC | 7.256.234 $ | -455.006 $ | 7.711.240 $ | -148.335 $ | 7.859.575 $ | +1.822.928 $ | 6.036.647 $ | |
|---|
| B.O.S.S. Retirement Advisors, LLC | 5.960.380 $ | -1.885.806 $ | 7.846.186 $ | | | | | |
|---|
| Houlihan Financial Resource Group, Ltd. | 7.842.291 $ | +4.906.700 $ | 2.935.591 $ | +2.926.985 $ | 8.606 $ | +2.205 $ | 6.401 $ | |
|---|
| Worth Financial Advisory Group, LLC | 7.492.430 $ | -334.421 $ | 7.826.851 $ | | | | | |
|---|
| CRUX WEALTH ADVISORS | 6.933.402 $ | -872.155 $ | 7.805.557 $ | +467.202 $ | 7.338.355 $ | +1.653.498 $ | 5.684.857 $ | |
|---|
| Fairfield Financial Advisors, LTD | 6.385.157 $ | -629.339 $ | 7.014.496 $ | -789.709 $ | 7.804.205 $ | +885.732 $ | 6.918.473 $ | |
|---|
| Spartan Planning & Wealth Management | 3.735.028 $ | -4.063.255 $ | 7.798.283 $ | +261.527 $ | 7.536.756 $ | | | |
|---|
| Clearwater Capital Advisors, LLC | 6.936.451 $ | -849.551 $ | 7.786.002 $ | +147.107 $ | 7.638.895 $ | +1.744.725 $ | 5.894.170 $ | |
|---|
| Telligent Fund, LP | 7.254.300 $ | -514.950 $ | 7.769.250 $ | +1.800.330 $ | 5.968.920 $ | +3.153.495 $ | 2.815.425 $ | |
|---|
| Financial Advisors, LLC | | | 7.768.571 $ | +353.170 $ | 7.415.401 $ | +1.819.543 $ | 5.595.858 $ | |
|---|
| Bond & Devick Financial Network, Inc. | 6.988.309 $ | -766.438 $ | 7.754.747 $ | | | | | |
|---|
| Essex LLC | 6.196.537 $ | -422.732 $ | 6.619.269 $ | -1.118.777 $ | 7.738.046 $ | +1.870.104 $ | 5.867.942 $ | |
|---|
| Corundum Group, Inc. | 7.378.107 $ | -354.886 $ | 7.732.993 $ | +217.128 $ | 7.515.865 $ | +1.535.902 $ | 5.979.963 $ | |
|---|
| Matisse Capital | 6.859.314 $ | -812.033 $ | 7.671.347 $ | -50.177 $ | 7.721.524 $ | +1.352.556 $ | 6.368.968 $ | |
|---|
| Cape Investment Advisory, Inc. | 7.719.112 $ | +3.361.966 $ | 4.357.146 $ | -2.948.356 $ | 7.305.502 $ | +1.928.784 $ | 5.376.718 $ | |
|---|
| Manske Wealth Management | 7.197.564 $ | -496.708 $ | 7.694.272 $ | +223.608 $ | 7.470.664 $ | +1.734.384 $ | 5.736.280 $ | |
|---|
| Variant Private Wealth, LLC | 7.157.762 $ | -524.909 $ | 7.682.671 $ | +221.725 $ | 7.460.946 $ | +1.804.466 $ | 5.656.480 $ | |
|---|
| CAPE ANN SAVINGS BANK | 7.125.012 $ | -555.496 $ | 7.680.508 $ | +206.094 $ | 7.474.414 $ | +1.240.187 $ | 6.234.227 $ | |
|---|
| Connective Capital Management, LLC | 6.941.881 $ | -492.773 $ | 7.434.654 $ | -235.408 $ | 7.670.062 $ | +1.881.548 $ | 5.788.514 $ | |
|---|
| Integris Wealth Management, LLC | 6.755.562 $ | -886.103 $ | 7.641.665 $ | +209.059 $ | 7.432.606 $ | +1.894.217 $ | 5.538.389 $ | |
|---|
| HOME FEDERAL BANK OF TENNESSEE | 7.079.230 $ | -559.508 $ | 7.638.738 $ | +270.601 $ | 7.368.137 $ | +1.802.597 $ | 5.565.540 $ | |
|---|
| Madison Park Capital Advisors, LLC | 7.154.144 $ | -483.349 $ | 7.637.493 $ | +176.714 $ | 7.460.779 $ | +1.657.564 $ | 5.803.215 $ | |
|---|
| RAHLFS CAPITAL, LLC | 6.790.025 $ | -844.558 $ | 7.634.583 $ | +4.314 $ | 7.630.269 $ | +1.871.786 $ | 5.758.483 $ | |
|---|
| Gradient Capital Advisors, LLC | 6.997.953 $ | -623.940 $ | 7.621.893 $ | +452.721 $ | 7.169.172 $ | +1.844.039 $ | 5.325.133 $ | |
|---|
| Schear Investment Advisers, LLC | 7.595.736 $ | | | | | | | |
|---|
| MORTON COMMUNITY BANK | 6.355.814 $ | -1.239.423 $ | 7.595.237 $ | +305.694 $ | 7.289.543 $ | +1.876.419 $ | 5.413.124 $ | |
|---|
| ABLE Financial Group, LLC | 7.270.867 $ | -319.986 $ | 7.590.853 $ | +105.351 $ | 7.485.502 $ | +1.804.614 $ | 5.680.888 $ | |
|---|
| Trueblood Wealth Management, LLC | 6.958.739 $ | -630.632 $ | 7.589.371 $ | | | | | |
|---|
| PATRON PARTNERS, LLC | 6.846.063 $ | -730.611 $ | 7.576.674 $ | +633.974 $ | 6.942.700 $ | | | |
|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 6.860.662 $ | -713.277 $ | 7.573.939 $ | +1.091.615 $ | 6.482.324 $ | +1.655.124 $ | 4.827.200 $ | |
|---|
| FIGURE 8 INVESTMENT STRATEGIES LLC | 6.910.463 $ | -658.871 $ | 7.569.334 $ | | | | | |
|---|
| Vickerman Investment Advisors, Inc. | 6.450.875 $ | -1.115.612 $ | 7.566.487 $ | +1.954.381 $ | | | 5.612.106 $ | |
|---|
| Berman McAleer LLC | 6.800.564 $ | -757.674 $ | 7.558.238 $ | | | | | |
|---|
| Affinity Capital Advisors, LLC | 7.543.358 $ | | | | | | | |
|---|
| BCS Wealth Management | 7.527.392 $ | +4.612.849 $ | 2.914.543 $ | +2.910.131 $ | 4.412 $ | +1.771 $ | 2.641 $ | |
|---|
| Compass Ion Advisors, LLC | 6.855.537 $ | -665.538 $ | 7.521.075 $ | | | | | |
|---|
| BARR E S & CO | 7.103.411 $ | -415.670 $ | 7.519.081 $ | +268.335 $ | 7.250.746 $ | +1.801.209 $ | 5.449.537 $ | |
|---|
| Vanderbilt University | 7.508.201 $ | +1.738.238 $ | 5.769.963 $ | -1.254.958 $ | 7.024.921 $ | -286.175 $ | 7.311.096 $ | |
|---|
| REIK & CO., LLC | 6.801.149 $ | -704.983 $ | 7.506.132 $ | +227.034 $ | 7.279.098 $ | +1.937.298 $ | 5.341.800 $ | |
|---|
| Freedom Day Solutions, LLC | 6.986.586 $ | -508.752 $ | 7.495.338 $ | | | | | |
|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 7.078.507 $ | -409.775 $ | 7.488.282 $ | +306.574 $ | 7.181.708 $ | +1.713.539 $ | 5.468.169 $ | |
|---|
| Quantum Financial Advisors, LLC | 7.480.967 $ | | | | | | | |
|---|
| Brown Financial Advisors | 6.978.878 $ | -501.097 $ | 7.479.975 $ | +352.338 $ | 7.127.637 $ | +1.399.749 $ | 5.727.888 $ | |
|---|
| Koss-Olinger Consulting, LLC | 4.515.000 $ | -2.702.000 $ | 7.217.000 $ | -258.168 $ | 7.475.168 $ | +1.694.168 $ | 5.781.000 $ | |
|---|
| Altus Wealth Group LLC | 7.022.516 $ | -426.234 $ | 7.448.750 $ | +186.537 $ | 7.262.213 $ | +1.525.222 $ | 5.736.991 $ | |
|---|
| Myriad Asset Management US LP | 2.691.829 $ | -4.753.702 $ | 7.445.531 $ | | | | | |
|---|
| tru Independence LLC | 7.444.054 $ | +467.240 $ | 6.976.814 $ | +1.197.757 $ | 5.779.057 $ | +1.860.614 $ | 3.918.443 $ | |
|---|
| AXS Investments LLC | 5.287.901 $ | -451.503 $ | 5.739.404 $ | -1.695.881 $ | 7.435.285 $ | +2.014.653 $ | 5.420.632 $ | |
|---|
| Novak & Powell Financial Services, Inc. | 5.633.053 $ | -1.779.514 $ | 7.412.567 $ | +1.596.019 $ | 5.816.548 $ | +1.478.552 $ | 4.337.996 $ | |
|---|
| InTrack Investment Management Inc | 6.631.599 $ | -772.783 $ | 7.404.382 $ | +4.522 $ | 7.399.860 $ | +1.205.632 $ | 6.194.228 $ | |
|---|
| YANKCOM Partnership | 7.266.876 $ | -133.604 $ | 7.400.480 $ | +188.529 $ | 7.211.951 $ | +1.947.478 $ | 5.264.473 $ | |
|---|
| Prasad Wealth Partners, LLC | | | 7.396.377 $ | | | | | |
|---|
| VELA Investment Management, LLC | 5.449.670 $ | -1.940.497 $ | 7.390.167 $ | +1.106.997 $ | 6.283.170 $ | +1.417.583 $ | 4.865.587 $ | |
|---|
| Mason & Associates Inc | 7.390.024 $ | +23.507 $ | 7.366.517 $ | +292.648 $ | 7.073.869 $ | +1.733.081 $ | 5.340.788 $ | |
|---|
| Adams Asset Advisors, LLC | 6.733.925 $ | -640.130 $ | 7.374.055 $ | +292.429 $ | 7.081.626 $ | +1.005.563 $ | 6.076.063 $ | |
|---|
| Gilman Hill Asset Management, LLC | 7.097.213 $ | -275.748 $ | 7.372.961 $ | +242.410 $ | 7.130.551 $ | +1.844.738 $ | 5.285.813 $ | |
|---|
| Steele Capital Management, Inc. | 6.890.412 $ | -471.938 $ | 7.362.350 $ | -9.412 $ | 7.371.762 $ | +1.904.906 $ | 5.466.856 $ | |
|---|
| BOK Financial Private Wealth, Inc. | 6.779.409 $ | -591.045 $ | 7.370.454 $ | +93.818 $ | 7.276.636 $ | +1.513.255 $ | 5.763.381 $ | |
|---|
| Falcon Wealth Planning | 7.358.397 $ | +545.076 $ | 6.813.321 $ | +739.972 $ | 6.073.349 $ | +1.769.595 $ | 4.303.754 $ | |
|---|
| Beta Wealth Group, Inc. | 2.261.595 $ | -252.930 $ | 2.514.525 $ | -2.726.735 $ | 5.241.260 $ | -2.102.796 $ | 7.344.056 $ | |
|---|
| PCA Investment Advisory Services Inc. | 6.810.301 $ | -531.408 $ | 7.341.709 $ | +376.799 $ | 6.964.910 $ | +2.052.222 $ | 4.912.688 $ | |
|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | 7.332.510 $ | +135.773 $ | 7.196.737 $ | +319.774 $ | 6.876.963 $ | +1.455.766 $ | 5.421.197 $ | |
|---|
| Madden Advisory Services, Inc. | 262.835 $ | -7.057.080 $ | 7.319.915 $ | +262.426 $ | 7.057.489 $ | +1.727.343 $ | 5.330.146 $ | |
|---|
| Lodestone Wealth Management LLC | 6.140.663 $ | -1.179.029 $ | 7.319.692 $ | +2.030.965 $ | | | 5.288.727 $ | |
|---|
| Meridian Financial Partners LLC | 6.119.083 $ | -1.196.397 $ | 7.315.480 $ | +7.308.422 $ | 7.058 $ | +1.743 $ | 5.315 $ | |
|---|
| Bell & Brown Wealth Advisors, LLC | 7.314.572 $ | | | | | | | |
|---|
| Clay Northam Wealth Management, LLC | 6.775.490 $ | -535.721 $ | 7.311.211 $ | | | | | |
|---|
| SECURED RETIREMENT ADVISORS, LLC | 7.006.039 $ | -302.978 $ | 7.309.017 $ | | | | | |
|---|
| McLean Asset Management Corp | 6.261.212 $ | -1.044.050 $ | 7.305.262 $ | +691.727 $ | 6.613.535 $ | +2.029.070 $ | 4.584.465 $ | |
|---|
| Sitrin Capital Management LLC | 6.799.136 $ | -502.233 $ | 7.301.369 $ | | | | | |
|---|
| Wealthstream Advisors, Inc. | | | 7.297.612 $ | +449.963 $ | 6.847.649 $ | +2.168.184 $ | 4.679.465 $ | |
|---|
| River Street Advisors LLC | 6.895.090 $ | -396.792 $ | 7.291.882 $ | +417.003 $ | 6.874.879 $ | +1.946.251 $ | 4.928.628 $ | |
|---|
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 7.287.964 $ | | | | | | | |
|---|
| LifeSteps Financial, Inc. | 6.736.067 $ | -472.323 $ | 7.208.390 $ | +268.621 $ | 6.939.769 $ | +1.799.702 $ | 5.140.067 $ | |
|---|
| Athena Investment Management | 6.745.048 $ | -462.226 $ | 7.207.274 $ | +248.508 $ | 6.958.766 $ | +1.666.142 $ | 5.292.624 $ | |
|---|
| Ullmann Wealth Partners Group, LLC | 7.179.241 $ | -18.515 $ | 7.197.756 $ | +481.940 $ | 6.715.816 $ | +1.871.590 $ | 4.844.226 $ | |
|---|
| Putney Financial Group LLC | 7.179.132 $ | +631.477 $ | 6.547.655 $ | +143.302 $ | 6.404.353 $ | +1.296.318 $ | 5.108.035 $ | |
|---|
| Long Run Wealth Advisors, LLC | 6.556.320 $ | -299.155 $ | 6.855.475 $ | -273.597 $ | 7.129.072 $ | +1.068.005 $ | 6.061.067 $ | |
|---|
| Centennial Bank/AR/ | 4.697.885 $ | -2.431.179 $ | 7.129.064 $ | +332.454 $ | 6.796.610 $ | +1.610.973 $ | 5.185.637 $ | |
|---|
| Riggs Asset Managment Co. Inc. | 6.257.638 $ | -847.131 $ | 7.104.769 $ | +439.457 $ | 6.665.312 $ | +1.658.745 $ | 5.006.567 $ | |
|---|
| T. Rowe Price Investment Management, Inc. | 5.215.212 $ | -1.110.060 $ | 6.325.272 $ | -756.740 $ | 7.082.012 $ | +1.376.150 $ | 5.705.862 $ | |
|---|
| Greykasell Wealth Strategies, Inc. | 6.643.904 $ | -436.617 $ | 7.080.521 $ | +619.962 $ | 6.460.559 $ | +1.568.248 $ | 4.892.311 $ | |
|---|
| CABOT WEALTH MANAGEMENT INC | 6.398.046 $ | -679.463 $ | 7.077.509 $ | | | | | |
|---|
| Aspetuck Financial Management LLC | 6.608.183 $ | -462.352 $ | 7.070.535 $ | +296.806 $ | 6.773.729 $ | +1.662.794 $ | 5.110.935 $ | |
|---|
| Kampmann Melissa S. | 6.053.219 $ | -1.006.439 $ | 7.059.658 $ | +247.628 $ | 6.812.030 $ | +1.549.062 $ | 5.262.968 $ | |
|---|
| JEPPSON WEALTH MANAGEMENT, LLC | 6.560.226 $ | -493.728 $ | 7.053.954 $ | +287.067 $ | 6.766.887 $ | +1.455.319 $ | 5.311.568 $ | |
|---|
| Cetera Trust Company, N.A | 6.586.904 $ | -464.985 $ | 7.051.889 $ | +214.989 $ | 6.836.900 $ | +1.650.887 $ | 5.186.013 $ | |
|---|
| Aspiring Ventures, LLC | 7.049.231 $ | +4.129.660 $ | 2.919.571 $ | +744.263 $ | 2.175.308 $ | +304.997 $ | 1.870.311 $ | |
|---|
| Pinnacle Wealth Management Group, Inc. | 6.488.730 $ | -554.354 $ | 7.043.084 $ | +158.930 $ | 6.884.154 $ | +1.669.987 $ | 5.214.167 $ | |
|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 7.041.319 $ | +2.031.737 $ | 5.009.582 $ | -1.001.847 $ | 6.011.429 $ | +1.441.869 $ | 4.569.560 $ | |
|---|
| CHAPMAN FINANCIAL GROUP, LLC | 6.584.922 $ | -451.317 $ | 7.036.239 $ | +1.139.602 $ | 5.896.637 $ | | | |
|---|
| Masso Torrence Wealth Management Inc. | | | 7.030.165 $ | +67.936 $ | 6.962.229 $ | +2.070.147 $ | 4.892.082 $ | |
|---|
| E Fund Management (Hong Kong) Co., Ltd. | 7.011.433 $ | +531.361 $ | 6.480.072 $ | +5.502.164 $ | 977.908 $ | +977.292 $ | 616 $ | |
|---|
| STERLING INVESTMENT MANAGEMENT, LLC | 7.011.039 $ | +2.311.161 $ | 4.699.878 $ | +174.442 $ | 4.525.436 $ | +1.096.248 $ | 3.429.188 $ | |
|---|
| Delos Wealth Advisors, LLC | 6.538.630 $ | -459.409 $ | 6.998.039 $ | +164.171 $ | 6.833.868 $ | +1.593.886 $ | 5.239.982 $ | |
|---|
| Roxbury Financial LLC | 6.483.274 $ | -506.127 $ | 6.989.401 $ | +273.850 $ | 6.715.551 $ | +1.280.672 $ | 5.434.879 $ | |
|---|
| BARINGS LLC | 6.576.265 $ | -406.737 $ | 6.983.002 $ | +276.920 $ | 6.706.082 $ | +1.623.301 $ | 5.082.781 $ | |
|---|
| 1900 WEALTH MANAGEMENT LLC | 6.969.981 $ | +254.815 $ | 6.715.166 $ | +1.629.474 $ | 5.085.692 $ | +472.311 $ | 4.613.381 $ | |
|---|
| Corsicana & Co. | 6.490.180 $ | -473.658 $ | 6.963.838 $ | | | | | |
|---|
| Watchman Group, Inc. | | | 6.939.619 $ | +191.718 $ | 6.747.901 $ | +1.593.459 $ | 5.154.442 $ | |
|---|
| Scott Capital Advisors, LLC | 6.443.396 $ | -495.286 $ | 6.938.682 $ | | | | | |
|---|
| Compass Wealth Management LLC | 6.572.396 $ | -281.361 $ | 6.853.757 $ | -65.778 $ | 6.919.535 $ | +1.588.156 $ | 5.331.379 $ | |
|---|
| Flavin Financial Services, Inc. | 6.915.640 $ | +19.583 $ | 6.896.057 $ | +493.825 $ | 6.402.232 $ | +1.157.103 $ | 5.245.129 $ | |
|---|
| Invera Wealth Advisors, LLC | 6.039.930 $ | -864.344 $ | 6.904.274 $ | +156.907 $ | 6.747.367 $ | +1.536.203 $ | 5.211.164 $ | |
|---|
| Bank of Jackson Hole Trust | 6.512.911 $ | -382.557 $ | 6.895.468 $ | +296.330 $ | 6.599.138 $ | +1.481.540 $ | 5.117.598 $ | |
|---|
| Rakuten Securities, Inc. | 6.873.207 $ | +3.453.701 $ | 3.419.506 $ | +317.160 $ | 3.102.346 $ | -768.300 $ | 3.870.646 $ | |
|---|
| Foster Group, Inc. | 6.864.636 $ | | | | | | | |
|---|
| Graphene Investments SAS | 6.093.612 $ | -432.558 $ | 6.526.170 $ | -338.088 $ | 6.864.258 $ | +1.195.869 $ | 5.668.389 $ | |
|---|
| Robbins Farley | 6.252.141 $ | -423.093 $ | 6.675.234 $ | -188.923 $ | 6.864.157 $ | +1.708.252 $ | 5.155.905 $ | |
|---|
| IAMS WEALTH MANAGEMENT, LLC | 6.840.853 $ | +851.757 $ | 5.989.096 $ | | | | | |
|---|
| Polymer Capital Management (HK) LTD | | | 4.040.010 $ | -2.767.543 $ | 6.807.553 $ | | | |
|---|
| Berkeley, Inc | 6.434.791 $ | -367.409 $ | 6.802.200 $ | | | | | |
|---|
| Invst, LLC | 6.253.175 $ | -527.627 $ | 6.780.802 $ | +163.366 $ | 6.617.436 $ | +1.938.198 $ | 4.679.238 $ | |
|---|
| Catalyst Capital Advisors LLC | 5.752.176 $ | -1.028.309 $ | 6.780.485 $ | +67.439 $ | 6.713.046 $ | +198.153 $ | 6.514.893 $ | |
|---|
| Krane Funds Advisors LLC | 6.524.034 $ | -250.753 $ | 6.774.787 $ | +3.596.835 $ | 3.177.952 $ | +319.357 $ | 2.858.595 $ | |
|---|
| First Affirmative Financial Network | | | 6.754.427 $ | +365.173 $ | 6.389.254 $ | +1.652.933 $ | 4.736.321 $ | |
|---|
| Black Swift Group, LLC | 6.748.917 $ | +6.541.737 $ | 207.180 $ | -489.194 $ | 696.374 $ | +244.404 $ | 451.970 $ | |
|---|
| O'ROURKE & COMPANY, Inc | 6.236.050 $ | -500.397 $ | 6.736.447 $ | +231.342 $ | 6.505.105 $ | +1.587.755 $ | 4.917.350 $ | |
|---|
| Guardian Asset Advisors, LLC | 6.577.580 $ | -157.950 $ | 6.735.530 $ | | | | | |
|---|
| DAGCO, INC. | 6.266.846 $ | -467.794 $ | 6.734.640 $ | +268.683 $ | 6.465.957 $ | +1.641.596 $ | 4.824.361 $ | |
|---|
| Clean Yield Group | 6.182.946 $ | -530.030 $ | 6.712.976 $ | +239.873 $ | 6.473.103 $ | +1.520.370 $ | 4.952.733 $ | |
|---|
| SIH Partners, LLLP | | | 6.709.524 $ | +5.492.362 $ | 1.217.162 $ | +804.233 $ | 412.929 $ | |
|---|
| ARVEST INVESTMENTS, INC. | 6.706.331 $ | +1.406.916 $ | 5.299.415 $ | -101.129 $ | 5.400.544 $ | +2.766.400 $ | 2.634.144 $ | |
|---|
| Traveka Wealth, LLC | 6.183.435 $ | -509.360 $ | 6.692.795 $ | +310.192 $ | 6.382.603 $ | +1.097.629 $ | 5.284.974 $ | |
|---|
| SkyOak Wealth, LLC | 6.667.766 $ | +1.094.727 $ | 5.573.039 $ | +217.075 $ | 5.355.964 $ | -641.080 $ | 5.997.044 $ | |
|---|
| CIM, LLC | 6.492.036 $ | -133.614 $ | 6.625.650 $ | +431.883 $ | 6.193.767 $ | +1.357.739 $ | 4.836.028 $ | |
|---|
| North Ridge Wealth Advisors, Inc. | 5.693.608 $ | -931.955 $ | 6.625.563 $ | | | | | |
|---|
| MOKAN Wealth Management Inc. | 6.620.185 $ | +271.223 $ | 6.348.962 $ | | | | | |
|---|
| Guerra Advisors Inc | | | 6.616.842 $ | | | | | |
|---|
| Ironwood Financial, llc | 6.060.341 $ | -548.321 $ | 6.608.662 $ | | | | | |
|---|
| Hobart Private Capital, LLC | 6.596.586 $ | +1.599.400 $ | 4.997.186 $ | +791.088 $ | 4.206.098 $ | +2.879.845 $ | 1.326.253 $ | |
|---|
| Eagle Strategies LLC | 6.593.072 $ | +3.707 $ | 6.589.365 $ | | | | | |
|---|
| Investment Research Partners LLC | 5.706.793 $ | -874.064 $ | 6.580.857 $ | | | | | |
|---|
| Astoria Portfolio Advisors LLC. | 4.908.507 $ | -1.640.909 $ | 6.549.416 $ | -30.582 $ | 6.579.998 $ | +1.704.116 $ | 4.875.882 $ | |
|---|
| High Net Worth Advisory Group LLC | 6.049.219 $ | -518.187 $ | 6.567.406 $ | | | | | |
|---|
| ORSER CAPITAL MANAGEMENT, LLC | 6.104.735 $ | -461.835 $ | 6.566.570 $ | +153.463 $ | 6.413.107 $ | +1.310.055 $ | 5.103.052 $ | |
|---|
| Hudock, Inc. | 5.933.868 $ | -630.337 $ | 6.564.205 $ | +252.956 $ | 6.311.249 $ | +1.587.053 $ | 4.724.196 $ | |
|---|
| Investment Partners Asset Management, Inc. | 6.056.664 $ | -496.223 $ | 6.552.887 $ | +229.032 $ | 6.323.855 $ | +1.595.987 $ | 4.727.868 $ | |
|---|
| TILIA FIDUCIARY PARTNERS, INC. | 6.125.960 $ | -395.058 $ | 6.521.018 $ | -20.933 $ | 6.541.951 $ | +1.668.949 $ | 4.873.002 $ | |
|---|
| New England Research & Management, Inc. | | | 6.541.709 $ | +6.535.427 $ | 6.282 $ | +1.632 $ | 4.650 $ | |
|---|
| GUIDANCE CAPITAL, INC | 5.489.926 $ | -954.210 $ | 6.444.136 $ | -89.045 $ | 6.533.181 $ | +1.028.813 $ | 5.504.368 $ | |
|---|
| KINTRA WEALTH, LLC | 6.515.508 $ | +2.935.553 $ | 3.579.955 $ | +185.130 $ | 3.394.825 $ | +558.297 $ | 2.836.528 $ | |
|---|
| Providence First Trust Co | 2.617.835 $ | -3.896.422 $ | 6.514.257 $ | +252.678 $ | 6.261.579 $ | +2.737.793 $ | 3.523.786 $ | |
|---|
| PBMares Wealth Management LLC | | | 6.501.901 $ | +195.534 $ | 6.306.367 $ | +1.502.915 $ | 4.803.452 $ | |
|---|
| Trust Co | 6.495.017 $ | +1.839.164 $ | 4.655.853 $ | -708.714 $ | 5.364.567 $ | +1.536.340 $ | 3.828.227 $ | |
|---|
| FLOYD FINANCIAL GROUP LLC | 4.956.529 $ | -1.284.688 $ | 6.241.217 $ | -252.101 $ | 6.493.318 $ | +674.253 $ | 5.819.065 $ | |
|---|
| AMERIFLEX GROUP, INC. | | | 6.486.774 $ | +555.421 $ | 5.931.353 $ | +219.358 $ | 5.711.995 $ | |
|---|
| Northwest Financial Advisors | | | 1.209.666 $ | +45.901 $ | 1.163.765 $ | -5.319.145 $ | 6.482.910 $ | |
|---|
| WEDGEWOOD INVESTORS INC /PA/ | 6.031.709 $ | -435.933 $ | 6.467.642 $ | +244.545 $ | 6.223.097 $ | +1.489.429 $ | 4.733.668 $ | |
|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 6.432.804 $ | +440.121 $ | 5.992.683 $ | | | | | |
|---|
| Gallagher Capital Advisors, LLC | 5.812.682 $ | -616.146 $ | 6.428.828 $ | +104.563 $ | 6.324.265 $ | +1.678.374 $ | 4.645.891 $ | |
|---|
| GoalVest Advisory LLC | 6.280.703 $ | -143.271 $ | 6.423.974 $ | +364.749 $ | 6.059.225 $ | +1.670.014 $ | 4.389.211 $ | |
|---|
| Wealthspire Retirement, LLC | 5.774.446 $ | -423.977 $ | 6.198.423 $ | -223.668 $ | 6.422.091 $ | +1.578.614 $ | 4.843.477 $ | |
|---|
| S&T BANK/PA | 4.880.693 $ | -1.539.815 $ | 6.420.508 $ | +54.654 $ | 6.365.854 $ | +1.374.293 $ | 4.991.561 $ | |
|---|
| WOLFF WIESE MAGANA LLC | 5.929.993 $ | -485.240 $ | 6.415.233 $ | +402.764 $ | 6.012.469 $ | +1.364.220 $ | 4.648.249 $ | |
|---|
| Windmill Hill Asset Management Ltd | 5.888.074 $ | -499.285 $ | 6.387.359 $ | +337.361 $ | 6.049.998 $ | +1.484.129 $ | 4.565.869 $ | |
|---|
| BRIDGER MANAGEMENT, LLC | 5.948.526 $ | -422.259 $ | 6.370.785 $ | +252.642 $ | 6.118.143 $ | +4.530.243 $ | 1.587.900 $ | |
|---|
| One Wealth Management Investment & Advisory Services, LLC | 5.941.367 $ | -417.608 $ | 6.358.975 $ | +359.616 $ | 5.999.359 $ | +1.463.481 $ | 4.535.878 $ | |
|---|
| Samalin Investment Counsel, LLC | 6.351.037 $ | +329.163 $ | 6.021.874 $ | +288.585 $ | 5.733.289 $ | +1.506.799 $ | 4.226.490 $ | |
|---|
| PERKINS CAPITAL MANAGEMENT INC | 5.907.418 $ | -434.880 $ | 6.342.298 $ | +231.616 $ | 6.110.682 $ | +1.461.477 $ | 4.649.205 $ | |
|---|
| Central Asset Investments & Management Holdings (HK) Ltd | 583.245 $ | -2.081.090 $ | 2.664.335 $ | -3.675.155 $ | 6.339.490 $ | +5.827.083 $ | 512.407 $ | |
|---|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 5.832.167 $ | -499.461 $ | 6.331.628 $ | +214.281 $ | 6.117.347 $ | +1.486.978 $ | 4.630.369 $ | |
|---|
| HMS Capital Management, LLC | 5.445.098 $ | -882.393 $ | 6.327.491 $ | +220.794 $ | 6.106.697 $ | +1.416.116 $ | 4.690.581 $ | |
|---|
| Redwood Wealth Management Group, LLC | 5.848.227 $ | -474.237 $ | 6.322.464 $ | +245.645 $ | 6.076.819 $ | +1.537.561 $ | 4.539.258 $ | |
|---|
| U S WEALTH GROUP, LLC. | | | 5.764.784 $ | -528.447 $ | 6.293.231 $ | +1.809.568 $ | 4.483.663 $ | |
|---|
| Joseph Group Capital Management | 6.292.542 $ | +161.428 $ | 6.131.114 $ | +382.440 $ | 5.748.674 $ | +1.037.847 $ | 4.710.827 $ | |
|---|
| Successful Portfolios LLC | 5.878.217 $ | -405.869 $ | 6.284.086 $ | | | | | |
|---|
| Wealthquest Corp | 6.150.404 $ | -110.799 $ | 6.261.203 $ | +551.716 $ | 5.709.487 $ | +1.459.159 $ | 4.250.328 $ | |
|---|
| Spectrum Asset Management, Inc. (NB/CA) | 5.825.943 $ | -421.727 $ | 6.247.670 $ | +129.933 $ | 6.117.737 $ | +1.435.123 $ | 4.682.614 $ | |
|---|
| MONTGOMERY INVESTMENT MANAGEMENT INC | 5.830.039 $ | -413.848 $ | 6.243.887 $ | +297.350 $ | 5.946.537 $ | +970.743 $ | 4.975.794 $ | |
|---|
| Napean Trading & Investment Co (Singapore) PTE Ltd | 5.824.236 $ | -413.436 $ | 6.237.672 $ | | | | | |
|---|
| FINANCIAL ADVISORY PARTNERS, LLC | 5.539.867 $ | -693.661 $ | 6.233.528 $ | | | | | |
|---|
| Torrey Growth & Income Advisors | 4.809.740 $ | -1.407.945 $ | 6.217.685 $ | | | | | |
|---|
| Forza Wealth Management, LLC | 5.831.811 $ | -357.439 $ | 6.189.250 $ | +385.216 $ | 5.804.034 $ | +1.378.745 $ | 4.425.289 $ | |
|---|
| Kera Capital Partners, Inc. | 4.444.508 $ | -1.385.901 $ | 5.830.409 $ | +1.040.109 $ | 4.790.300 $ | -1.390.264 $ | 6.180.564 $ | |
|---|
| Spectrum Strategic Capital Management, LLC | 6.151.230 $ | +1.896.155 $ | 4.255.075 $ | -152.502 $ | 4.407.577 $ | +1.705.566 $ | 2.702.011 $ | |
|---|
| Raleigh Capital Management Inc. | 6.142.303 $ | +203.747 $ | 5.938.556 $ | +589.852 $ | 5.348.704 $ | +1.624.637 $ | 3.724.067 $ | |
|---|
| Creekmur Asset Management LLC | | | 6.135.883 $ | +505.961 $ | 5.629.922 $ | +2.614.636 $ | 3.015.286 $ | |
|---|
| Menard Financial Group LLC | 5.685.769 $ | -441.340 $ | 6.127.109 $ | +337.858 $ | 5.789.251 $ | +685.334 $ | 5.103.917 $ | |
|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | | | | | 6.115.656 $ | +1.500.236 $ | 4.615.420 $ | |
|---|
| Andrew Hill Investment Advisors, Inc. | 6.103.443 $ | +601.091 $ | 5.502.352 $ | +100.585 $ | 5.401.767 $ | +67.636 $ | 5.334.131 $ | |
|---|
| SAM Advisors, LLC | 6.086.612 $ | | | | | | | |
|---|
| MRA Advisory Group | 5.972.794 $ | -95.348 $ | 6.068.142 $ | +345.348 $ | 5.722.794 $ | +667.797 $ | 5.054.997 $ | |
|---|
| Bellwether Advisors, LLC | 4.920.833 $ | -932.240 $ | 5.853.073 $ | -214.826 $ | 6.067.899 $ | | | |
|---|
| Capital Management Associates, Inc | 4.779.576 $ | -1.269.723 $ | 6.049.299 $ | | | | | |
|---|
| Wealth Advisory Solutions, LLC | 5.567.345 $ | -477.131 $ | 6.044.476 $ | +321.774 $ | 5.722.702 $ | +1.296.854 $ | 4.425.848 $ | |
|---|
| BRIAN LOW FINANCIAL GROUP, LLC | 5.470.554 $ | -571.075 $ | 6.041.629 $ | | | | | |
|---|
| Werba Rubin Papier Wealth Management | 6.041.302 $ | | | | | | | |
|---|
| Royal Harbor Partners, LLC | 5.851.013 $ | -182.069 $ | 6.033.082 $ | | | | | |
|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 6.030.139 $ | +106.787 $ | 5.923.352 $ | +866.582 $ | 5.056.770 $ | +1.604.324 $ | 3.452.446 $ | |
|---|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 6.019.618 $ | +322.168 $ | 5.697.450 $ | | | | | |
|---|
| Goepper Burkhardt LLC | 6.019.397 $ | +193.147 $ | 5.826.250 $ | +281.074 $ | 5.545.176 $ | +1.615.879 $ | 3.929.297 $ | |
|---|
| Emprise Bank | 5.610.476 $ | -399.816 $ | 6.010.292 $ | +260.232 $ | 5.750.060 $ | +85.425 $ | 5.664.635 $ | |
|---|
| Murphy Pohlad Asset Management LLC | 5.408.806 $ | -599.414 $ | 6.008.220 $ | +191.011 $ | 5.817.209 $ | +1.389.484 $ | 4.427.725 $ | |
|---|
| New Insight Wealth Advisors | 6.007.407 $ | | | | | | | |
|---|
| Signature Wealth Management Group | 5.719.528 $ | -278.468 $ | 5.997.996 $ | +193.140 $ | 5.804.856 $ | +1.401.223 $ | 4.403.633 $ | |
|---|
| Taylor Hoffman Capital Management LLC | 5.578.073 $ | -414.609 $ | 5.992.682 $ | +235.161 $ | 5.757.521 $ | +1.176.592 $ | 4.580.929 $ | |
|---|
| OBSIDIAN CIO, LLC | 555.529 $ | -5.436.204 $ | 5.991.733 $ | +376.542 $ | 5.615.191 $ | +1.549.523 $ | 4.065.668 $ | |
|---|
| Hidden Lake Asset Management LP | | | | | 5.978.868 $ | | | |
|---|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 5.963.792 $ | +133.976 $ | 5.829.816 $ | +2.366.148 $ | | | 3.463.668 $ | |
|---|
| Prospect Capital Advisors, LLC | 5.564.048 $ | -394.967 $ | 5.959.015 $ | | | | | |
|---|
| MONETTA FINANCIAL SERVICES INC | 5.561.630 $ | -394.795 $ | 5.956.425 $ | +236.210 $ | 5.720.215 $ | +1.403.230 $ | 4.316.985 $ | |
|---|
| Northstar Group, Inc. | 5.792.656 $ | -162.236 $ | 5.954.892 $ | | | | | |
|---|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 5.566.781 $ | -384.297 $ | 5.951.078 $ | | | | | |
|---|
| Opes Wealth Management LLC | 5.942.051 $ | +65.349 $ | 5.876.702 $ | | | | | |
|---|
| Exane Asset Management | | | | | 4.114.002 $ | -1.827.040 $ | 5.941.042 $ | |
|---|
| CAHILL FINANCIAL ADVISORS INC | 5.456.106 $ | -481.100 $ | 5.937.206 $ | +344.847 $ | 5.592.359 $ | +1.277.843 $ | 4.314.516 $ | |
|---|
| MFA WEALTH ADVISORS, LLC | 5.735.458 $ | -199.984 $ | 5.935.442 $ | +4.852.578 $ | | | 1.082.864 $ | |
|---|
| PROFFITT & GOODSON INC | 5.396.232 $ | -529.634 $ | 5.925.866 $ | +299.164 $ | 5.626.702 $ | +1.542.458 $ | 4.084.244 $ | |
|---|
| Palouse Capital Management, Inc. | 5.351.238 $ | -572.038 $ | 5.923.276 $ | +167.745 $ | 5.755.531 $ | +1.343.948 $ | 4.411.583 $ | |
|---|
| PROATHLETE WEALTH MANAGEMENT LLC | 5.634.330 $ | -266.970 $ | 5.901.300 $ | +227.126 $ | 5.674.174 $ | +1.403.906 $ | 4.270.268 $ | |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3.486.146 $ | -388.998 $ | 3.875.144 $ | -2.019.480 $ | 5.894.624 $ | +1.165.998 $ | 4.728.626 $ | |
|---|
| Pine Harbor Wealth Management, LLC | 5.884.237 $ | | | | | | | |
|---|
| Five Oceans Advisors | 5.495.374 $ | -386.984 $ | 5.882.358 $ | +21.873 $ | 5.860.485 $ | +1.689.527 $ | 4.170.958 $ | |
|---|
| Private Harbour Investment Management & Counsel, LLC | 5.191.661 $ | -406.343 $ | 5.598.004 $ | -281.382 $ | 5.879.386 $ | | | |
|---|
| Orion Capital Management LLC | 5.252.614 $ | -622.701 $ | 5.875.315 $ | | | | | |
|---|
| Hoxton Planning & Management, LLC | 5.542.170 $ | -323.853 $ | 5.866.023 $ | +248.174 $ | 5.617.849 $ | +1.452.924 $ | 4.164.925 $ | |
|---|
| SPHERA FUNDS MANAGEMENT LTD. | | | | | 5.865.459 $ | +4.141.668 $ | 1.723.791 $ | |
|---|
| GraniteShares Advisors LLC | 5.591.131 $ | -268.437 $ | 5.859.568 $ | +148.804 $ | 5.710.764 $ | +361.081 $ | 5.349.683 $ | |
|---|
| AIRE ADVISORS, LLC | 5.197.113 $ | -659.831 $ | 5.856.944 $ | +341.568 $ | 5.515.376 $ | +1.408.187 $ | 4.107.189 $ | |
|---|
| Terra Nova Asset Management LLC | 5.596.998 $ | -250.728 $ | 5.847.726 $ | | | | | |
|---|
| Global Financial Private Client, LLC | | | | | | | 5.842.209 $ | |
|---|
| Alan B Lancz & Associates, Inc. | 5.316.435 $ | -524.651 $ | | | 5.841.086 $ | +1.526.728 $ | 4.314.358 $ | |
|---|
| SUMMIT SECURITIES GROUP LLC | 5.828.588 $ | +1.576.218 $ | 4.252.370 $ | +4.139.753 $ | | | 112.617 $ | |
|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 5.530.212 $ | -297.257 $ | 5.827.469 $ | +268.406 $ | 5.559.063 $ | +1.447.038 $ | 4.112.025 $ | |
|---|
| Ellenbecker Investment Group | 5.270.783 $ | -278.700 $ | 5.549.483 $ | -273.472 $ | 5.822.955 $ | +1.889.825 $ | 3.933.130 $ | |
|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | 5.814.003 $ | +1.225.910 $ | 4.588.093 $ | +294.951 $ | 4.293.142 $ | +1.272.547 $ | 3.020.595 $ | |
|---|
| Amplius Wealth Advisors, LLC | 3.646.274 $ | -379.588 $ | 4.025.862 $ | -1.785.222 $ | 5.811.084 $ | +1.545.271 $ | 4.265.813 $ | |
|---|
| Turn8 Private Wealth Inc. | 5.472.151 $ | -337.150 $ | 5.809.301 $ | +39.550 $ | 5.769.751 $ | +1.638.644 $ | 4.131.107 $ | |
|---|
| Comprehensive Financial Planning, Inc./PA | 5.647.290 $ | -153.609 $ | 5.800.899 $ | +1.460.380 $ | 4.340.519 $ | +1.281.020 $ | 3.059.499 $ | |
|---|
| Eagle Bay Advisors LLC | 5.065.327 $ | -354.942 $ | 5.420.269 $ | -371.545 $ | 5.791.814 $ | +1.414.356 $ | 4.377.458 $ | |
|---|
| Ameliora Wealth Management Ltd. | 5.769.587 $ | +83.014 $ | 5.686.573 $ | +926.857 $ | 4.759.716 $ | -495.369 $ | 5.255.085 $ | |
|---|
| GABLES CAPITAL MANAGEMENT INC. | 5.296.607 $ | -464.033 $ | 5.760.640 $ | | | | | |
|---|
| Provenance Wealth Advisors, LLC | 5.174.734 $ | -572.957 $ | 5.747.691 $ | +1.629.287 $ | | | 4.118.404 $ | |
|---|
| LANDAAS & CO /WI /ADV | 5.736.081 $ | | | | | | | |
|---|
| Three Bridge Wealth Advisors, LLC | 3.036.166 $ | -186.001 $ | 3.222.167 $ | -2.513.468 $ | 5.735.635 $ | +3.361.293 $ | 2.374.342 $ | |
|---|
| Bigelow Investment Advisors, LLC | 5.362.379 $ | -370.810 $ | 5.733.189 $ | +190.052 $ | 5.543.137 $ | +1.272.700 $ | 4.270.437 $ | |
|---|
| Whelan Financial | 5.502.058 $ | -228.144 $ | 5.730.202 $ | +1.107.259 $ | 4.622.943 $ | +1.550.870 $ | 3.072.073 $ | |
|---|
| Coastwise Capital Group, LLC | 5.436.302 $ | -291.133 $ | 5.727.435 $ | +268.173 $ | 5.459.262 $ | +1.399.926 $ | 4.059.336 $ | |
|---|
| National Wealth Management Group, LLC | 5.321.801 $ | -401.632 $ | 5.723.433 $ | +3.162.597 $ | 2.560.836 $ | | | |
|---|
| Quad-Cities Investment Group, LLC | 5.390.619 $ | -328.482 $ | 5.719.101 $ | | | | | |
|---|
| Cladis Investment Advisory, LLC | 5.367.089 $ | -351.351 $ | 5.718.440 $ | +276.604 $ | 5.441.836 $ | +1.354.910 $ | 4.086.926 $ | |
|---|
| AGH Wealth Advisors, LLC | 5.061.427 $ | -422.865 $ | 5.484.292 $ | -233.661 $ | 5.717.953 $ | +1.434.204 $ | 4.283.749 $ | |
|---|
| Francis Financial, Inc. | 3.549.113 $ | -2.165.244 $ | 5.714.357 $ | | | | | |
|---|
| Shum Financial Group, Inc. | 5.433.471 $ | -257.502 $ | 5.690.973 $ | +1.606.508 $ | | | 4.084.465 $ | |
|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.429.347 $ | -259.370 $ | 5.688.717 $ | +55.848 $ | 5.632.869 $ | +548.337 $ | 5.084.532 $ | |
|---|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5.355.608 $ | -324.750 $ | 5.680.358 $ | +225.263 $ | 5.455.095 $ | +1.964.719 $ | 3.490.376 $ | |
|---|
| TFB Advisors LLC | 4.002.804 $ | -244.221 $ | 4.247.025 $ | -1.416.663 $ | | | 5.663.688 $ | |
|---|
| Ritter Daniher Financial Advisory LLC / DE | 5.190.340 $ | -446.829 $ | 5.637.169 $ | | | | | |
|---|
| TI-TRUST, INC | 5.254.531 $ | -375.586 $ | 5.630.117 $ | | | | | |
|---|
| Graves Light Lenhart Wealth, Inc. | 5.622.172 $ | | | | | | | |
|---|
| DUDLEY & SHANLEY, INC. | 5.111.380 $ | -510.449 $ | 5.621.829 $ | +222.941 $ | 5.398.888 $ | +1.324.405 $ | 4.074.483 $ | |
|---|
| BEAM WEALTH ADVISORS, INC. | | | 5.614.559 $ | +338.606 $ | 5.275.953 $ | +1.236.162 $ | 4.039.791 $ | |
|---|
| Goldstone Financial Group, LLC | 5.612.373 $ | +47.812 $ | 5.564.561 $ | +617.963 $ | 4.946.598 $ | +1.495.430 $ | 3.451.168 $ | |
|---|
| Mendel Capital Management LLC | | | 5.606.787 $ | +278.882 $ | 5.327.905 $ | +1.279.082 $ | 4.048.823 $ | |
|---|
| CASTLE WEALTH MANAGEMENT LLC | 5.142.229 $ | -450.033 $ | 5.592.262 $ | +104.261 $ | 5.488.001 $ | +1.248.851 $ | 4.239.150 $ | |
|---|
| Elm3 Financial Group, LLC | 4.896.225 $ | -548.685 $ | 5.444.910 $ | -142.443 $ | 5.587.353 $ | +1.123.330 $ | 4.464.023 $ | |
|---|
| PUREfi Wealth, LLC | 4.988.237 $ | -597.857 $ | 5.586.094 $ | +403.502 $ | 5.182.592 $ | +1.621.800 $ | 3.560.792 $ | |
|---|
| Spahn Wealth & Retirement LLC | 5.279.680 $ | -301.749 $ | 5.581.429 $ | +109.919 $ | 5.471.510 $ | +1.314.066 $ | 4.157.444 $ | |
|---|
| 17 CAPITAL PARTNERS, LLC | 5.577.589 $ | +1.031.793 $ | 4.545.796 $ | +181.521 $ | 4.364.275 $ | | | |
|---|
| Indiana Trust & Investment Management Co | 4.967.261 $ | -609.507 $ | 5.576.768 $ | +430.067 $ | 5.146.701 $ | +1.299.329 $ | 3.847.372 $ | |
|---|
| MB, LEVIS & ASSOCIATES, LLC | 3.643.599 $ | -322.153 $ | 3.965.752 $ | -1.610.779 $ | 5.576.531 $ | +1.365.637 $ | 4.210.894 $ | |
|---|
| Pathway Financial Advisers, LLC | 5.321.892 $ | -253.536 $ | 5.575.428 $ | +488.255 $ | 5.087.173 $ | +1.418.948 $ | 3.668.225 $ | |
|---|
| Pinion Investment Advisors, LLC | 5.358.661 $ | -214.295 $ | 5.572.956 $ | +417.028 $ | 5.155.928 $ | +1.272.319 $ | 3.883.609 $ | |
|---|
| Total Clarity Wealth Management, Inc. | 5.243.581 $ | -324.589 $ | 5.568.170 $ | | | | | |
|---|
| MWA Asset Management | 5.184.604 $ | -379.813 $ | 5.564.417 $ | +108.378 $ | 5.456.039 $ | +1.480.401 $ | 3.975.638 $ | |
|---|
| Financial Council, LLC | 5.180.874 $ | -381.882 $ | 5.562.756 $ | | | | | |
|---|
| Pinnacle Holdings, LLC | 5.140.242 $ | -417.189 $ | 5.557.431 $ | +104.992 $ | 5.452.439 $ | +1.386.865 $ | 4.065.574 $ | |
|---|
| Thrive Capital Management, LLC | 5.549.903 $ | +924.430 $ | 4.625.473 $ | +2.653.848 $ | | | 1.971.625 $ | |
|---|
| Rialto Wealth Management, LLC | 5.194.085 $ | -343.170 $ | 5.537.255 $ | +226.184 $ | 5.311.071 $ | +1.332.622 $ | 3.978.449 $ | |
|---|
| MATAURO, LLC | 4.708.177 $ | -828.673 $ | 5.536.850 $ | +149.836 $ | 5.387.014 $ | +1.129.846 $ | 4.257.168 $ | |
|---|
| Benchmark Financial Wealth Advisors, LLC | 5.456.222 $ | -73.851 $ | 5.530.073 $ | +332.109 $ | 5.197.964 $ | +1.095.276 $ | 4.102.688 $ | |
|---|
| Drake & Associates, LLC | 4.441.435 $ | -882.496 $ | 5.323.931 $ | -193.464 $ | 5.517.395 $ | +2.516.555 $ | 3.000.840 $ | |
|---|
| Activest Wealth Management | 4.766.276 $ | -739.655 $ | 5.505.931 $ | +582.173 $ | 4.923.758 $ | +1.260.102 $ | 3.663.656 $ | |
|---|
| ACCESS FINANCIAL SERVICES, INC. | 5.095.931 $ | -405.727 $ | 5.501.658 $ | | | | | |
|---|
| Stillwater Wealth Management Group | 5.180.744 $ | -318.361 $ | 5.499.105 $ | +1.664.550 $ | | | 3.834.555 $ | |
|---|
| Signature Wealth Management Partners, LLC | 5.498.675 $ | +24.131 $ | 5.474.544 $ | | | | | |
|---|
| KWB Wealth | 5.484.913 $ | | | | | | | |
|---|
| EdgeRock Capital LLC | 5.482.454 $ | +67.160 $ | 5.415.294 $ | +674.029 $ | 4.741.265 $ | | | |
|---|
| CROWLEY WEALTH MANAGEMENT, INC. | | | 5.469.577 $ | +282.372 $ | 5.187.205 $ | +1.283.599 $ | 3.903.606 $ | |
|---|
| Great Point Wealth Advisors, LLC | 5.064.897 $ | -399.934 $ | 5.464.831 $ | +823.307 $ | | | 4.641.524 $ | |
|---|
| D.B. Root & Company, LLC | 4.886.358 $ | -570.980 $ | 5.457.338 $ | | | | | |
|---|
| Pilgrim Partners Asia Pte Ltd | 5.032.066 $ | -408.999 $ | 5.441.065 $ | +1.627.103 $ | | | 3.813.962 $ | |
|---|
| ORG Wealth Partners, LLC | 5.181.661 $ | -239.378 $ | 5.421.039 $ | +1.478.179 $ | 3.942.860 $ | +882.522 $ | 3.060.338 $ | |
|---|
| Gordian Advisors LLC | 5.062.320 $ | -358.332 $ | 5.420.652 $ | +215.818 $ | 5.204.834 $ | +1.277.479 $ | 3.927.355 $ | |
|---|
| Rede Wealth, LLC | 3.999.463 $ | -1.420.806 $ | 5.420.269 $ | +1.149.194 $ | 4.271.075 $ | +1.020.563 $ | 3.250.512 $ | |
|---|
| Lumbard & Kellner, LLC | 5.054.313 $ | -358.782 $ | 5.413.095 $ | +391.741 $ | 5.021.354 $ | +1.231.792 $ | 3.789.562 $ | |
|---|
| PARADIGM ASSET MANAGEMENT CO LLC | 4.715.295 $ | -697.282 $ | 5.412.577 $ | +214.643 $ | 5.197.934 $ | +2.438.818 $ | 2.759.116 $ | |
|---|
| PATRICK M SWEENEY & ASSOCIATES, INC | 4.972.031 $ | -437.289 $ | 5.409.320 $ | +195.986 $ | 5.213.334 $ | +1.318.864 $ | 3.894.470 $ | |
|---|
| Vista Cima Wealth Management LLC | 5.406.442 $ | +2.432.663 $ | 2.973.779 $ | | | | | |
|---|
| RF&L WEALTH MANAGEMENT, LLC | 5.015.623 $ | -368.467 $ | 5.384.090 $ | +235.896 $ | 5.148.194 $ | +1.262.907 $ | 3.885.287 $ | |
|---|
| Whalen Wealth Management Inc. | 5.376.981 $ | | | | | | | |
|---|
| Affiance Financial, LLC | 5.372.078 $ | | | | | | | |
|---|
| Fjell Capital, LLC | 5.368.389 $ | +615.138 $ | 4.753.251 $ | | | | | |
|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | 4.681.686 $ | -685.947 $ | 5.367.633 $ | +432.774 $ | 4.934.859 $ | +1.203.507 $ | 3.731.352 $ | |
|---|
| TCFG WEALTH MANAGEMENT, LLC | 4.820.681 $ | -545.381 $ | 5.366.062 $ | +310.299 $ | 5.055.763 $ | +838.258 $ | 4.217.505 $ | |
|---|
| GUARDIAN INVESTMENT MANAGEMENT | 4.809.117 $ | -548.557 $ | 5.357.674 $ | | | | | |
|---|
| Strategic Advocates LLC | 5.348.955 $ | +135.088 $ | 5.213.867 $ | | | | | |
|---|
| MONIMUS CAPITAL MANAGEMENT, LP | 5.348.837 $ | | | | | | | |
|---|
| NEW WAVE WEALTH ADVISORS LLC | 3.825.786 $ | -709.744 $ | 4.535.530 $ | -808.975 $ | 5.344.505 $ | +1.211.221 $ | 4.133.284 $ | |
|---|
| Arcataur Capital Management LLC | 5.110.413 $ | -232.241 $ | 5.342.654 $ | +467.041 $ | 4.875.613 $ | +1.224.570 $ | 3.651.043 $ | |
|---|
| Hikari Tsushin, Inc. | 4.973.064 $ | -353.016 $ | 5.326.080 $ | +211.213 $ | 5.114.867 $ | +1.254.732 $ | 3.860.135 $ | |
|---|
| Strata Wealth Advisors, LLC | 4.766.895 $ | -556.437 $ | 5.323.332 $ | +278.901 $ | 5.044.431 $ | +1.467.518 $ | 3.576.913 $ | |
|---|
| Petros Family Wealth, LLC | 5.311.551 $ | +477.144 $ | 4.834.407 $ | +357.025 $ | 4.477.382 $ | +1.152.167 $ | 3.325.215 $ | |
|---|
| Blueprint Financial Advisors LLC | | | 5.311.125 $ | +3.098.583 $ | 2.212.542 $ | | | |
|---|
| Gould Capital, LLC | 4.883.235 $ | -422.237 $ | 5.305.472 $ | +125.854 $ | 5.179.618 $ | +1.300.661 $ | 3.878.957 $ | |
|---|
| Warren Street Wealth Advisors, LLC | 4.098.870 $ | -1.206.469 $ | 5.305.339 $ | +380.398 $ | 4.924.941 $ | +1.486.614 $ | 3.438.327 $ | |
|---|
| Rossby Financial, LCC | 4.888.613 $ | -413.487 $ | 5.302.100 $ | +329.474 $ | 4.972.626 $ | +1.218.297 $ | 3.754.329 $ | |
|---|
| Operose Advisors LLC | 5.275.326 $ | +82.874 $ | 5.192.452 $ | +1.011.720 $ | 4.180.732 $ | +975.652 $ | 3.205.080 $ | |
|---|
| Rockport Wealth LLC | | | | | | | 5.272.615 $ | |
|---|
| INVENIO WEALTH PARTNERS LLC | 4.786.387 $ | -484.790 $ | 5.271.177 $ | | | | | |
|---|
| Beacon Capital Management, LLC | 4.965.943 $ | -298.807 $ | 5.264.750 $ | +295.160 $ | 4.969.590 $ | +1.182.900 $ | 3.786.690 $ | |
|---|
| Financial Sense Advisors, Inc. | 4.850.230 $ | -399.185 $ | 5.249.415 $ | | | | | |
|---|
| KEYNOTE FINANCIAL SERVICES LLC | 4.865.049 $ | -383.607 $ | 5.248.656 $ | +136.076 $ | 5.112.580 $ | +1.185.520 $ | 3.927.060 $ | |
|---|
| Charter Oak Capital Management, LLC | 4.868.770 $ | -371.557 $ | 5.240.327 $ | | | | | |
|---|
| Crew Capital Management, Ltd | 4.933.315 $ | -296.616 $ | 5.229.931 $ | +60.966 $ | 5.168.965 $ | +1.027.942 $ | 4.141.023 $ | |
|---|
| Atala Financial Inc | 4.616.077 $ | -602.606 $ | 5.218.683 $ | +1.573.795 $ | | | 3.644.888 $ | |
|---|
| TECTONIC ADVISORS LLC | 4.895.991 $ | -321.047 $ | 5.217.038 $ | | | | | |
|---|
| PRECEDENT WEALTH PARTNERS, LLC | 5.009.094 $ | -202.607 $ | 5.211.701 $ | +341.667 $ | 4.870.034 $ | +1.446.336 $ | 3.423.698 $ | |
|---|
| Fortis Group Advisors, LLC | 4.910.943 $ | -297.339 $ | 5.208.282 $ | +10.530 $ | 5.197.752 $ | +831.380 $ | 4.366.372 $ | |
|---|
| Exchange Bank | 4.803.318 $ | -390.687 $ | 5.194.005 $ | +543.714 $ | 4.650.291 $ | +1.066.443 $ | 3.583.848 $ | |
|---|
| Darwin Wealth Management, LLC | 5.108.976 $ | -73.857 $ | 5.182.833 $ | +1.047.562 $ | 4.135.271 $ | +189.772 $ | 3.945.499 $ | |
|---|
| Dunhill Financial, LLC | 4.772.958 $ | -398.053 $ | 5.171.011 $ | +965.655 $ | 4.205.356 $ | +1.138.344 $ | 3.067.012 $ | |
|---|
| Seneschal Advisors, LLC | 4.120.453 $ | -1.043.324 $ | 5.163.777 $ | +485.419 $ | 4.678.358 $ | +1.055.061 $ | 3.623.297 $ | |
|---|
| Clarity Wealth Advisors, LLC | 5.148.678 $ | -12.602 $ | 5.161.280 $ | | | | | |
|---|
| Beech Hill Advisors, Inc. | 5.158.864 $ | | | | | | | |
|---|
| Cutler Capital Management, LLC | 5.148.619 $ | +3.388.625 $ | 1.759.994 $ | +927.330 $ | 832.664 $ | +163.385 $ | 669.279 $ | |
|---|
| Advance Capital Management, Inc. | 4.628.417 $ | -511.408 $ | 5.139.825 $ | +268.906 $ | 4.870.919 $ | +1.260.539 $ | 3.610.380 $ | |
|---|
| Legacy Financial Strategies, LLC | 4.817.560 $ | -302.878 $ | 5.120.438 $ | | | | | |
|---|
| CLARK FINANCIAL SERVICES GROUP INC /BD | 4.666.435 $ | -444.437 $ | 5.110.872 $ | +288.837 $ | 4.822.035 $ | +1.201.715 $ | 3.620.320 $ | |
|---|
| Outlook Wealth Advisors, LLC | 5.101.504 $ | +467.009 $ | 4.634.495 $ | +9.687 $ | 4.624.808 $ | +1.129.605 $ | 3.495.203 $ | |
|---|
| Golden Reserve Retirement LLC | 5.093.932 $ | +4.768.141 $ | 325.791 $ | | | | | |
|---|
| Aull & Monroe Investment Management Corp | 4.780.851 $ | -287.111 $ | 5.067.962 $ | | | | | |
|---|
| Atlatl Advisers LLC | 4.092.392 $ | -975.231 $ | 5.067.623 $ | +939.120 $ | 4.128.503 $ | +952.328 $ | 3.176.175 $ | |
|---|
| Detalus Advisors, LLC | 4.791.401 $ | -271.325 $ | 5.062.726 $ | +189.679 $ | 4.873.047 $ | +1.232.085 $ | 3.640.962 $ | |
|---|
| Proactive Wealth Strategies LLC | 5.062.181 $ | +232.504 $ | 4.829.677 $ | +4.825.156 $ | 4.521 $ | +1.092 $ | 3.429 $ | |
|---|
| Montis Financial, LLC | 5.055.772 $ | -1.582 $ | 5.057.354 $ | +1.447.066 $ | 3.610.288 $ | +384.680 $ | 3.225.608 $ | |
|---|
| Laraway Financial Advisors Inc | 4.628.730 $ | -423.357 $ | 5.052.087 $ | +230.208 $ | 4.821.879 $ | +1.079.263 $ | 3.742.616 $ | |
|---|
| Valtinson Bruner Financial Planning LLC | 4.374.186 $ | -317.211 $ | 4.691.397 $ | -359.323 $ | 5.050.720 $ | +2.846.039 $ | 2.204.681 $ | |
|---|
| Opal Wealth Advisors, LLC | 4.543.534 $ | -505.103 $ | 5.048.637 $ | +52.683 $ | 4.995.954 $ | | | |
|---|
| SLT Holdings LLC | 4.927.574 $ | -119.331 $ | 5.046.905 $ | | | | | |
|---|
| RBO & CO LLC | 4.708.041 $ | -334.202 $ | 5.042.243 $ | +199.957 $ | 4.842.286 $ | +1.153.704 $ | 3.688.582 $ | |
|---|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3.939.572 $ | -1.100.038 $ | 5.039.610 $ | +1.796.681 $ | 3.242.929 $ | +884.724 $ | 2.358.205 $ | |
|---|
| Lynx Investment Advisory | 5.039.216 $ | +182.804 $ | 4.856.412 $ | +233.945 $ | 4.622.467 $ | +1.134.313 $ | 3.488.154 $ | |
|---|
| Financial Life Planners | 4.261.635 $ | -348.357 $ | 4.609.992 $ | +103.251 $ | 4.506.741 $ | -528.381 $ | 5.035.122 $ | |
|---|
| HILLTOP WEALTH ADVISORS, LLC | 4.820.544 $ | -211.257 $ | 5.031.801 $ | +2.243.075 $ | 2.788.726 $ | +803.198 $ | 1.985.528 $ | |
|---|
| LifeWealth Investments, LLC | 4.860.758 $ | -163.954 $ | 5.024.712 $ | +531.810 $ | 4.492.902 $ | +1.781.760 $ | 2.711.142 $ | |
|---|
| Baron Wealth Management LLC | 4.770.272 $ | -60.173 $ | 4.830.445 $ | -192.554 $ | 5.022.999 $ | +1.754.671 $ | 3.268.328 $ | |
|---|
| Wealth Quarterback LLC | 4.846.332 $ | -147.500 $ | 4.993.832 $ | +260.209 $ | 4.733.623 $ | +1.204.925 $ | 3.528.698 $ | |
|---|
| Rockingstone Advisors LLC | 4.737.542 $ | -252.388 $ | 4.989.930 $ | +191.416 $ | 4.798.514 $ | +550.225 $ | 4.248.289 $ | |
|---|
| Black Diamond Financial, LLC | 4.987.602 $ | +992.956 $ | 3.994.646 $ | +1.110.239 $ | 2.884.407 $ | +396.225 $ | 2.488.182 $ | |
|---|
| Accel Wealth Management | 4.647.628 $ | -339.161 $ | 4.986.789 $ | +145.507 $ | 4.841.282 $ | +1.263.983 $ | 3.577.299 $ | |
|---|
| Mainsail Financial Group, LLC | 4.562.043 $ | -416.531 $ | 4.978.574 $ | +145.469 $ | 4.833.105 $ | +1.209.502 $ | 3.623.603 $ | |
|---|
| Massachusetts Wealth Management | 4.654.529 $ | -320.381 $ | 4.974.910 $ | | | | | |
|---|
| First Bancorp, Inc /ME/ | 4.597.295 $ | -356.385 $ | 4.953.680 $ | +73.586 $ | 4.880.094 $ | +1.067.254 $ | 3.812.840 $ | |
|---|
| Cross Staff Investments Inc | 4.612.914 $ | -337.433 $ | 4.950.347 $ | +266.264 $ | 4.684.083 $ | +1.111.869 $ | 3.572.214 $ | |
|---|
| Legacy Capital Wealth Partners, LLC | 4.615.455 $ | -332.801 $ | 4.948.256 $ | +462.148 $ | 4.486.108 $ | +1.101.613 $ | 3.384.495 $ | |
|---|
| Gilbert & Cook, Inc. | 4.510.240 $ | -436.392 $ | 4.946.632 $ | | | | | |
|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4.426.708 $ | -501.391 $ | 4.928.099 $ | +443.810 $ | 4.484.289 $ | +292.557 $ | 4.191.732 $ | |
|---|
| FIRETHORN WEALTH PARTNERS, LLC | 4.564.665 $ | -358.637 $ | 4.923.302 $ | +154.783 $ | 4.768.519 $ | +846.139 $ | 3.922.380 $ | |
|---|
| DMC Group, LLC | 4.803.797 $ | -118.282 $ | 4.922.079 $ | +255.378 $ | 4.666.701 $ | +1.273.175 $ | 3.393.526 $ | |
|---|
| WULFF, HANSEN & CO. | 4.449.788 $ | -460.896 $ | 4.910.684 $ | -9.198 $ | 4.919.882 $ | +1.114.929 $ | 3.804.953 $ | |
|---|
| Argyle Capital Partners, LLC | 4.537.883 $ | -367.667 $ | 4.905.550 $ | +256.423 $ | 4.649.127 $ | +836.795 $ | 3.812.332 $ | |
|---|
| Peak Retirement Planning, Inc. | 4.905.378 $ | +977.575 $ | 3.927.803 $ | +830.028 $ | 3.097.775 $ | +1.014.313 $ | 2.083.462 $ | |
|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4.509.894 $ | -287.476 $ | 4.797.370 $ | -102.702 $ | 4.900.072 $ | +2.619.533 $ | 2.280.539 $ | |
|---|
| PETERSON WEALTH MANAGEMENT | | | 4.891.197 $ | | | | | |
|---|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4.523.831 $ | -355.416 $ | 4.879.247 $ | +209.723 $ | 4.669.524 $ | +1.111.071 $ | 3.558.453 $ | |
|---|
| Index Fund Advisors, Inc. | 4.398.357 $ | -462.713 $ | 4.861.070 $ | +1.380.829 $ | 3.480.241 $ | +2.064.640 $ | 1.415.601 $ | |
|---|
| Midwest Financial Group LLC | 4.441.316 $ | -419.154 $ | 4.860.470 $ | | | | | |
|---|
| RFP Financial Group LLC | 3.675.636 $ | -1.142.754 $ | 4.818.390 $ | -30.957 $ | 4.849.347 $ | +433.717 $ | 4.415.630 $ | |
|---|
| Carr Financial Group Corp | 4.847.147 $ | | | | | | | |
|---|
| GUERRA PAN ADVISORS, LLC | 4.512.175 $ | -331.449 $ | 4.843.624 $ | +192.092 $ | 4.651.532 $ | +1.396.721 $ | 3.254.811 $ | |
|---|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.836.200 $ | | | | | | | |
|---|
| SJS Investment Consulting Inc. | 4.571.045 $ | -254.783 $ | 4.825.828 $ | +1.128.109 $ | 3.697.719 $ | +352.601 $ | 3.345.118 $ | |
|---|
| Pointe Capital Management LLC | 4.455.591 $ | -366.006 $ | 4.821.597 $ | +191.208 $ | 4.630.389 $ | +1.250.377 $ | 3.380.012 $ | |
|---|
| Infusive Asset Management Inc. | 4.817.822 $ | | | | | | | |
|---|
| Fairscale Capital, LLC | 4.619.565 $ | -56.485 $ | 4.676.050 $ | -140.356 $ | 4.816.406 $ | +1.699.534 $ | 3.116.872 $ | |
|---|
| Heartwood Wealth Advisors LLC | 4.804.281 $ | +159.305 $ | 4.644.976 $ | +188.680 $ | 4.456.296 $ | +1.508.734 $ | 2.947.562 $ | |
|---|
| Arlington Partners LLC | | | 4.791.038 $ | +1.090.068 $ | | | 3.700.970 $ | |
|---|
| Neo Ivy Capital Management | | | | | | | 4.787.724 $ | |
|---|
| SEAMOUNT FINANCIAL GROUP INC | 4.403.307 $ | -382.600 $ | 4.785.907 $ | +349.734 $ | 4.436.173 $ | +2.138.655 $ | 2.297.518 $ | |
|---|
| STEINBERGANNA WEALTH MANAGEMENT | 4.399.904 $ | -375.366 $ | 4.775.270 $ | | | | | |
|---|
| WEST BANCORPORATION INC | 4.472.518 $ | -301.945 $ | 4.774.463 $ | +708.634 $ | 4.065.829 $ | +942.960 $ | 3.122.869 $ | |
|---|
| Canandaigua National Trust Co of Florida | 4.628.243 $ | +516.238 $ | 4.112.005 $ | -659.649 $ | 4.771.654 $ | +1.540.297 $ | 3.231.357 $ | |
|---|
| Machina Capital S.A.S. | 4.763.173 $ | | | | | | | |
|---|
| Curtis Advisory Group, LLC | 4.759.464 $ | +2.261.855 $ | 2.497.609 $ | +388.740 $ | 2.108.869 $ | +487.456 $ | 1.621.413 $ | |
|---|
| Baring Financial LLC | 4.600.652 $ | -158.655 $ | 4.759.307 $ | +115.937 $ | 4.643.370 $ | +1.690.711 $ | 2.952.659 $ | |
|---|
| Independent Wealth Network Inc. | 4.748.729 $ | -4.118 $ | 4.752.847 $ | +59.290 $ | 4.693.557 $ | +1.025.848 $ | 3.667.709 $ | |
|---|
| ERn Financial, LLC | 2.269.408 $ | -163.610 $ | 2.433.018 $ | -29.525 $ | 2.462.543 $ | -2.282.826 $ | 4.745.369 $ | |
|---|
| Rise Advisors, LLC | 4.251.397 $ | -490.851 $ | 4.742.248 $ | +399.815 $ | 4.342.433 $ | +1.112.105 $ | 3.230.328 $ | |
|---|
| Northstar Financial Companies, Inc. | 4.730.173 $ | | | | | | | |
|---|
| Tarbox Family Office, Inc. | 4.176.044 $ | -543.889 $ | 4.719.933 $ | | | | | |
|---|
| WealthCollab, LLC | 4.710.790 $ | +1.118.702 $ | 3.592.088 $ | +142.449 $ | 3.449.639 $ | +1.041.811 $ | 2.407.828 $ | |
|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.530.582 $ | -179.680 $ | 4.710.262 $ | | | | | |
|---|
| Cadent Capital Advisors, LLC | 4.270.817 $ | -437.837 $ | 4.708.654 $ | +2.754.169 $ | 1.954.485 $ | +508.917 $ | 1.445.568 $ | |
|---|
| Pullen Investment Management, LLC | 4.414.610 $ | -290.661 $ | 4.705.271 $ | +215.623 $ | 4.489.648 $ | +1.106.692 $ | 3.382.956 $ | |
|---|
| PROVIDENT TRUST CO | 4.387.401 $ | -311.441 $ | 4.698.842 $ | +186.338 $ | 4.512.504 $ | +1.106.966 $ | 3.405.538 $ | |
|---|
| Syverson Strege & Co | 4.353.782 $ | -344.276 $ | 4.698.058 $ | +95.311 $ | 4.602.747 $ | +3.272.802 $ | 1.329.945 $ | |
|---|
| BNP Paribas Asset Management Holding S.A. | 4.684.364 $ | +2.195.814 $ | | | 2.488.550 $ | +629.662 $ | 1.858.888 $ | |
|---|
| Lansing Street Advisors | 4.424.319 $ | -259.703 $ | 4.684.022 $ | | | | | |
|---|
| LongView Wealth Management | 4.342.777 $ | -338.623 $ | 4.681.400 $ | +129.095 $ | 4.552.305 $ | +826.894 $ | 3.725.411 $ | |
|---|
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 4.211.363 $ | -468.833 $ | 4.680.196 $ | +199.527 $ | 4.480.669 $ | +1.539.488 $ | 2.941.181 $ | |
|---|
| Vigilare Wealth Management | 4.278.462 $ | -390.413 $ | 4.668.875 $ | +202.648 $ | 4.466.227 $ | +1.269.423 $ | 3.196.804 $ | |
|---|
| Talisman Wealth Advisors LLC | 4.285.475 $ | -380.980 $ | 4.666.455 $ | +200.686 $ | 4.465.769 $ | +1.081.387 $ | 3.384.382 $ | |
|---|
| Challenger Wealth Management | 4.153.323 $ | -314.527 $ | 4.467.850 $ | -197.312 $ | 4.665.162 $ | +1.068.633 $ | 3.596.529 $ | |
|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 3.452.211 $ | -1.181.495 $ | 4.633.706 $ | -31.005 $ | 4.664.711 $ | +1.612.039 $ | 3.052.672 $ | |
|---|
| Richard W. Paul & Associates, LLC | 4.521.139 $ | -142.972 $ | 4.664.111 $ | +13.602 $ | 4.650.509 $ | +1.159.024 $ | 3.491.485 $ | |
|---|
| PFW Advisors LLC | 4.653.875 $ | +19.776 $ | 4.634.099 $ | +304.642 $ | 4.329.457 $ | +635.619 $ | 3.693.838 $ | |
|---|
| Fonville Wealth Management LLC | 4.510.318 $ | -139.170 $ | 4.649.488 $ | | | | | |
|---|
| HT Partners LLC | 4.332.902 $ | -312.256 $ | 4.645.158 $ | +105.538 $ | 4.539.620 $ | +1.110.193 $ | 3.429.427 $ | |
|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 4.507.623 $ | -136.926 $ | 4.644.549 $ | | | | | |
|---|
| Providence Financial Advisors, LLC | 4.324.046 $ | -306.945 $ | 4.630.991 $ | | | | | |
|---|
| Tortoise Investment Management, LLC | 4.628.017 $ | +949.662 $ | 3.678.355 $ | +221.547 $ | 3.456.808 $ | +995.037 $ | 2.461.771 $ | |
|---|
| Fingerlakes Wealth Management, Inc. | 4.309.776 $ | -311.761 $ | 4.621.537 $ | +2.081.644 $ | 2.539.893 $ | +617.032 $ | 1.922.861 $ | |
|---|
| Diversified Investment Strategies, LLC | 4.072.080 $ | -395.239 $ | 4.467.319 $ | -147.154 $ | 4.614.473 $ | +1.051.271 $ | 3.563.202 $ | |
|---|
| FSA Advisors, Inc. | 2.356.944 $ | -2.248.410 $ | 4.605.354 $ | +2.806.616 $ | 1.798.738 $ | | | |
|---|
| SSA SWISS ADVISORS AG | 4.224.215 $ | -376.341 $ | 4.600.556 $ | +112.712 $ | 4.487.844 $ | +1.710.891 $ | 2.776.953 $ | |
|---|
| PKS Advisory Services, LLC | 4.343.984 $ | -238.081 $ | 4.582.065 $ | | | | | |
|---|
| Renasant Bank | 3.685.668 $ | -673.399 $ | 4.359.067 $ | -219.592 $ | 4.578.659 $ | +971.161 $ | 3.607.498 $ | |
|---|
| Heritage Family Offices, LLP | 4.447.003 $ | -122.088 $ | 4.569.091 $ | +1.060.212 $ | 3.508.879 $ | +31.590 $ | 3.477.289 $ | |
|---|
| Brendel Financial Advisors LLC | 4.386.459 $ | -179.285 $ | 4.565.744 $ | +4.561.529 $ | 4.215 $ | +1.095 $ | 3.120 $ | |
|---|
| Northern Financial Advisors Inc | 4.546.508 $ | -7.112 $ | 4.553.620 $ | | | | | |
|---|
| Park Edge Advisors, LLC | 3.832.485 $ | -713.662 $ | 4.546.147 $ | +624.664 $ | 3.921.483 $ | +1.121.678 $ | 2.799.805 $ | |
|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 4.481.423 $ | -59.583 $ | 4.541.006 $ | +1.046.568 $ | 3.494.438 $ | +1.056.930 $ | 2.437.508 $ | |
|---|
| Prostatis Group LLC | 4.534.641 $ | | | | | | | |
|---|
| Burns Matteson Capital Management, LLC | 3.902.521 $ | -626.846 $ | 4.529.367 $ | +6.185 $ | 4.523.182 $ | +1.141.802 $ | 3.381.380 $ | |
|---|
| Farrell Financial LLC | 4.309.904 $ | -218.711 $ | 4.528.615 $ | +260.566 $ | 4.268.049 $ | +1.089.834 $ | 3.178.215 $ | |
|---|
| Sterneck Capital Management, LLC | 4.284.873 $ | -239.420 $ | 4.524.293 $ | +179.417 $ | 4.344.876 $ | +1.054.207 $ | 3.290.669 $ | |
|---|
| FWG Holdings, LLC | 3.600.846 $ | -917.801 $ | 4.518.647 $ | | | | | |
|---|
| Oliver Luxxe Assets LLC | 3.967.968 $ | -546.341 $ | 4.514.309 $ | +312.825 $ | 4.201.484 $ | +944.329 $ | 3.257.155 $ | |
|---|
| Mascagni Wealth Management, Inc. | 4.249.254 $ | -255.695 $ | 4.504.949 $ | +221.441 $ | 4.283.508 $ | +1.080.445 $ | 3.203.063 $ | |
|---|
| BARRETT & COMPANY, INC. | 4.320.688 $ | -3.412 $ | 4.324.100 $ | -176.010 $ | 4.500.110 $ | +1.310.652 $ | 3.189.458 $ | |
|---|
| Salvus Wealth Management, LLC | 4.496.131 $ | | | | | | | |
|---|
| Willis Johnson & Associates, Inc. | 4.481.602 $ | +366.352 $ | 4.115.250 $ | | | | | |
|---|
| GLYNN CAPITAL MANAGEMENT LLC | 140.733 $ | -9.990 $ | 150.723 $ | -4.329.449 $ | 4.480.172 $ | +1.022.079 $ | 3.458.093 $ | |
|---|
| WILLNER & HELLER, LLC | 4.166.900 $ | -300.355 $ | 4.467.255 $ | | | | | |
|---|
| Intrinsic Value Partners, LLC | 4.150.427 $ | -316.374 $ | 4.466.801 $ | +157.241 $ | 4.309.560 $ | +963.709 $ | 3.345.851 $ | |
|---|
| Vantage Financial Partners, LLC | 4.067.561 $ | -392.372 $ | 4.459.933 $ | | | | | |
|---|
| Ariadne Wealth Management, LP | 3.575.856 $ | -846.908 $ | 4.422.764 $ | -23.566 $ | 4.446.330 $ | +636.209 $ | 3.810.121 $ | |
|---|
| PLATINUM INVESTMENT MANAGEMENT LTD | 4.146.074 $ | -294.311 $ | 4.440.385 $ | | | | | |
|---|
| First Citizens Financial Corp | 3.880.083 $ | -554.605 $ | 4.434.688 $ | +388.258 $ | 4.046.430 $ | +1.155.552 $ | 2.890.878 $ | |
|---|
| UNICOM Systems, Inc. | | | | | | | 4.429.602 $ | |
|---|
| Almanack Investment Partners, LLC. | 3.752.904 $ | -653.600 $ | 4.406.504 $ | | | | | |
|---|
| Cannon Advisors, Inc. | 3.640.003 $ | -759.057 $ | 4.399.060 $ | +311.552 $ | 4.087.508 $ | +946.420 $ | 3.141.088 $ | |
|---|
| Morey & Quinn Wealth Partners, LLC | 4.111.365 $ | -285.597 $ | 4.396.962 $ | | | | | |
|---|
| Camarda Financial Advisors, LLC | 3.961.602 $ | -430.562 $ | 4.392.164 $ | +484.955 $ | 3.907.209 $ | +839.633 $ | 3.067.576 $ | |
|---|
| Fieldview Capital Management, LLC | | | | | 4.391.135 $ | +1.259.632 $ | 3.131.503 $ | |
|---|
| Johnson Bixby & Associates, LLC | 4.021.239 $ | -368.031 $ | 4.389.270 $ | | | | | |
|---|
| Silverberg Bernstein Capital Management LLC | 2.786.618 $ | -197.810 $ | 2.984.428 $ | +615.762 $ | 2.368.666 $ | -2.001.624 $ | 4.370.290 $ | |
|---|
| Farrow Financial, Inc. | 3.922.884 $ | -445.766 $ | 4.368.650 $ | +377.680 $ | 3.990.970 $ | +973.022 $ | 3.017.948 $ | |
|---|
| Partnership Wealth Management, LLC | 4.172.813 $ | -190.547 $ | 4.363.360 $ | +122.366 $ | 4.240.994 $ | +1.077.525 $ | 3.163.469 $ | |
|---|
| Sunburst Financial Group, LLC | 4.172.162 $ | -183.988 $ | 4.356.150 $ | | | | | |
|---|
| Fermata Advisors, LLC | 3.092.039 $ | -265.261 $ | 3.357.300 $ | -543.736 $ | 3.901.036 $ | -452.866 $ | 4.353.902 $ | |
|---|
| Twin Lakes Capital Management, LLC | 4.035.828 $ | -307.421 $ | 4.343.249 $ | | | | | |
|---|
| Avanda Investment Management Pte. Ltd. | 2.901.720 $ | -205.980 $ | 3.107.700 $ | +123.240 $ | 2.984.460 $ | -1.356.175 $ | 4.340.635 $ | |
|---|
| Park Square Financial Group, LLC | 54.797 $ | -10.983 $ | 65.780 $ | -4.270.827 $ | 4.336.607 $ | +952.207 $ | 3.384.400 $ | |
|---|
| Impact Partnership Wealth, LLC | 4.321.951 $ | +607.773 $ | 3.714.178 $ | +687.498 $ | 3.026.680 $ | +1.167.961 $ | 1.858.719 $ | |
|---|
| TD Capital Management LLC | 4.290.408 $ | -30.399 $ | 4.320.807 $ | +85.857 $ | 4.234.950 $ | +1.412.214 $ | 2.822.736 $ | |
|---|
| PACES FERRY WEALTH ADVISORS, LLC | 3.887.115 $ | -431.575 $ | 4.318.690 $ | | | | | |
|---|
| Riverbend Wealth Management, LLC | 4.213.404 $ | -96.725 $ | 4.310.129 $ | | | | | |
|---|
| Trevian Wealth Management LLC | 4.047.849 $ | -262.151 $ | 4.310.000 $ | +4.306.893 $ | 3.107 $ | +813 $ | 2.294 $ | |
|---|
| Idaho Trust Co | 4.040.064 $ | -265.122 $ | 4.305.186 $ | | | | | |
|---|
| Ifrah Financial Services, Inc. | 3.917.889 $ | -373.558 $ | 4.291.447 $ | +125.019 $ | 4.166.428 $ | +990.505 $ | 3.175.923 $ | |
|---|
| Triumph Capital Management | 4.288.414 $ | +824.905 $ | 3.463.509 $ | +51.379 $ | 3.412.130 $ | -101.003 $ | 3.513.133 $ | |
|---|
| SUMMIT WEALTH GROUP LLC / CO | 4.275.201 $ | +111.879 $ | | | 4.163.322 $ | | | |
|---|
| CoreFirst Bank & Trust | 3.755.309 $ | -451.999 $ | 4.207.308 $ | -63.952 $ | 4.271.260 $ | +1.083.072 $ | 3.188.188 $ | |
|---|
| Arbor Investment Advisors, LLC | 3.381.715 $ | -499.025 $ | 3.880.740 $ | -389.573 $ | 4.270.313 $ | +1.051.782 $ | 3.218.531 $ | |
|---|
| DIXON FNANCIAL SERVICES, INC. | 4.012.606 $ | -255.311 $ | 4.267.917 $ | +1.682.374 $ | 2.585.543 $ | +540.416 $ | 2.045.127 $ | |
|---|
| Legacy Bridge, LLC | 4.250.537 $ | -13.746 $ | 4.264.283 $ | +324.795 $ | 3.939.488 $ | +962.645 $ | 2.976.843 $ | |
|---|
| VERITY Wealth Advisors | 3.036.650 $ | -1.226.079 $ | 4.262.729 $ | +169.045 $ | 4.093.684 $ | +662.244 $ | 3.431.440 $ | |
|---|
| Elmwood Wealth Management, Inc. | 3.994.009 $ | -267.385 $ | 4.261.394 $ | +1.055.937 $ | 3.205.457 $ | +789.440 $ | 2.416.017 $ | |
|---|
| Old North State Wealth Management, LLC | 3.825.888 $ | -432.672 $ | 4.258.560 $ | +368.102 $ | 3.890.458 $ | +941.178 $ | 2.949.280 $ | |
|---|
| White Lighthouse Investment Management Inc. | 4.258.367 $ | +607.830 $ | 3.650.537 $ | | | | | |
|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2.745.511 $ | -1.511.002 $ | 4.256.513 $ | +3.744.181 $ | 512.332 $ | -3.318.898 $ | 3.831.230 $ | |
|---|
| D. SCOTT NEAL, INC. | | | 4.232.522 $ | +167.847 $ | 4.064.675 $ | +919.027 $ | 3.145.648 $ | |
|---|
| Jessup Wealth Management, Inc | 4.011.343 $ | -209.743 $ | 4.221.086 $ | +89.582 $ | 4.131.504 $ | +999.045 $ | 3.132.459 $ | |
|---|
| White Knight Strategic Wealth Advisors, LLC | 4.219.708 $ | +9.045 $ | 4.210.663 $ | +75.507 $ | 4.135.156 $ | +982.149 $ | 3.153.007 $ | |
|---|
| Mascoma Wealth Management LLC | 3.913.785 $ | -290.435 $ | 4.204.220 $ | +172.693 $ | 4.031.527 $ | +670.646 $ | 3.360.881 $ | |
|---|
| TPG Advisors LLC | 3.932.649 $ | -267.766 $ | 4.200.415 $ | +108.874 $ | 4.091.541 $ | +1.029.976 $ | 3.061.565 $ | |
|---|
| MRP Capital Investments, LLC | 3.235.997 $ | -229.284 $ | 3.465.281 $ | -733.647 $ | 4.198.928 $ | +1.346.848 $ | 2.852.080 $ | |
|---|
| Caitong International Asset Management Co., Ltd | 4.193.953 $ | +2.669.626 $ | 1.524.327 $ | -2.203.264 $ | 3.727.591 $ | | | |
|---|
| Aspen Capital Management, LLC | 3.930.734 $ | -262.570 $ | 4.193.304 $ | +326.791 $ | 3.866.513 $ | +971.285 $ | 2.895.228 $ | |
|---|
| Silverleafe Capital Partners, LLC | 4.145.266 $ | -46.261 $ | 4.191.527 $ | +592.407 $ | 3.599.120 $ | +874.890 $ | 2.724.230 $ | |
|---|
| Whipplewood Advisors, LLC | 2.106.165 $ | -105.482 $ | 2.211.647 $ | -1.972.069 $ | 4.183.716 $ | +1.039.448 $ | 3.144.268 $ | |
|---|
| Values Added Financial LLC | 4.175.811 $ | +33.528 $ | 4.142.283 $ | | | | | |
|---|
| DecisionPoint Financial, LLC | 3.143.503 $ | -188.787 $ | 3.332.290 $ | -821.984 $ | 4.154.274 $ | +1.095.353 $ | 3.058.921 $ | |
|---|
| Brucke Financial, Inc. | 4.153.934 $ | +83.299 $ | 4.070.635 $ | +618.484 $ | 3.452.151 $ | +647.286 $ | 2.804.865 $ | |
|---|
| Forest Hill Capital, LLC | 3.868.960 $ | -274.640 $ | 4.143.600 $ | | | | | |
|---|
| Wilson & Boucher Capital Management, LLC | 3.806.469 $ | -327.080 $ | 4.133.549 $ | | | | | |
|---|
| CANADA LIFE ASSURANCE Co | 2.996.833 $ | -1.134.824 $ | 4.131.657 $ | +284.018 $ | 3.847.639 $ | +914.291 $ | 2.933.348 $ | |
|---|
| GRACE & WHITE INC /NY | 3.856.870 $ | -273.781 $ | 4.130.651 $ | +163.806 $ | 3.966.845 $ | +973.110 $ | 2.993.735 $ | |
|---|
| Triton Wealth Management, PLLC | 3.320.419 $ | -803.568 $ | 4.123.987 $ | | | | | |
|---|
| IRON Financial LLC | 3.131.662 $ | -240.331 $ | 3.371.993 $ | -749.246 $ | 4.121.239 $ | +1.423.900 $ | 2.697.339 $ | |
|---|
| Elevate Capital Advisors, LLC | 4.120.246 $ | +58.305 $ | 4.061.941 $ | | | | | |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3.842.791 $ | -266.011 $ | 4.108.802 $ | +162.972 $ | 3.945.830 $ | +957.505 $ | 2.988.325 $ | |
|---|
| Firestone Capital Management | 3.861.650 $ | -232.991 $ | 4.094.641 $ | +88.201 $ | 4.006.440 $ | +964.209 $ | 3.042.231 $ | |
|---|
| Financial & Tax Architects, LLC | 3.928.520 $ | -155.587 $ | 4.084.107 $ | | | | | |
|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.912.002 $ | -170.998 $ | 4.083.000 $ | | | | | |
|---|
| Warther Private Wealth, LLC | 3.560.269 $ | -212.707 $ | 3.772.976 $ | -65.735 $ | 3.838.711 $ | -238.251 $ | 4.076.962 $ | |
|---|
| Sherman Asset Management, Inc. | 3.530.367 $ | -545.318 $ | 4.075.685 $ | +102.933 $ | 3.972.752 $ | +974.558 $ | 2.998.194 $ | |
|---|
| DecisionMap Wealth Management, LLC | 3.788.800 $ | -280.296 $ | 4.069.096 $ | +143.997 $ | 3.925.099 $ | +1.013.958 $ | 2.911.141 $ | |
|---|
| Family Capital Management, Inc. | 3.892.022 $ | -174.842 $ | 4.066.864 $ | | | | | |
|---|
| HARRIS ASSOCIATES L P | 3.314.731 $ | -750.141 $ | 4.064.872 $ | | | | | |
|---|
| NorthStar Asset Management LLC /NJ/ | 3.817.899 $ | -242.360 $ | 4.060.259 $ | | | | | |
|---|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 3.769.764 $ | -289.701 $ | 4.059.465 $ | +36.739 $ | 4.022.726 $ | +977.348 $ | 3.045.378 $ | |
|---|
| BLKBRD Asset Management, LP | 4.032.424 $ | +3.074.734 $ | 957.690 $ | -1.159.784 $ | 2.117.474 $ | | | |
|---|
| Kohmann Bosshard Financial Services, LLC | 3.370.159 $ | -660.317 $ | 4.030.476 $ | +188.935 $ | 3.841.541 $ | +928.481 $ | 2.913.060 $ | |
|---|
| Tributary Capital Management, LLC | 3.177.383 $ | -334.318 $ | 3.511.701 $ | -515.827 $ | 4.027.528 $ | +847.599 $ | 3.179.929 $ | |
|---|
| East Coast Asset Management, LLC. | 4.019.260 $ | +118.692 $ | 3.900.568 $ | +110.413 $ | 3.790.155 $ | +929.765 $ | 2.860.390 $ | |
|---|
| Oder Investment Management, LLC | 3.727.135 $ | -289.806 $ | 4.016.941 $ | | | | | |
|---|
| Indie Asset Partners, LLC | 3.686.673 $ | -128.572 $ | 3.815.245 $ | -200.856 $ | 4.016.101 $ | +644.100 $ | 3.372.001 $ | |
|---|
| WJ Wealth Management, LLC | 1.886.395 $ | -171.681 $ | 2.058.076 $ | -1.956.594 $ | 4.014.670 $ | +422.488 $ | 3.592.182 $ | |
|---|
| Carson Advisory Inc. | 3.718.362 $ | -287.264 $ | 4.005.626 $ | +166.739 $ | 3.838.887 $ | +933.803 $ | 2.905.084 $ | |
|---|
| Davies Financial Advisors, Inc. | 1.595.805 $ | -2.408.112 $ | 4.003.917 $ | | | | | |
|---|
| Three Magnolias Financial Advisors, LLC | 3.572.511 $ | -429.171 $ | 4.001.682 $ | +347.211 $ | 3.654.471 $ | +887.471 $ | 2.767.000 $ | |
|---|
| Davidson Capital Management Inc. | 3.833.656 $ | -166.990 $ | 4.000.646 $ | +111.894 $ | 3.888.752 $ | +1.130.386 $ | 2.758.366 $ | |
|---|
| Seelaus Asset Management LLC | 3.726.823 $ | -269.687 $ | 3.996.510 $ | +117.734 $ | 3.878.776 $ | +951.534 $ | 2.927.242 $ | |
|---|
| Human Investing LLC | 3.902.444 $ | -88.692 $ | 3.991.136 $ | +193.092 $ | 3.798.044 $ | +950.846 $ | 2.847.198 $ | |
|---|
| Richmond Investment Services, LLC | 3.704.644 $ | -277.027 $ | 3.981.671 $ | +354.998 $ | 3.626.673 $ | +2.598.998 $ | 1.027.675 $ | |
|---|
| Moment Partners, LLC | | | 3.977.521 $ | +305.553 $ | 3.671.968 $ | +686.116 $ | 2.985.852 $ | |
|---|
| Paladin Wealth, LLC | 3.514.467 $ | -462.049 $ | 3.976.516 $ | +58.736 $ | 3.917.780 $ | +955.578 $ | 2.962.202 $ | |
|---|
| DekaBank Deutsche Girozentrale | 3.255.664 $ | -709.122 $ | 3.964.786 $ | +313.284 $ | 3.651.502 $ | +968.161 $ | 2.683.341 $ | |
|---|
| Minot DeBlois Advisors LLC | 3.639.437 $ | -314.211 $ | 3.953.648 $ | +11.109 $ | 3.942.539 $ | +827.176 $ | 3.115.363 $ | |
|---|
| Cherry Tree Wealth Management, LLC | 3.857.801 $ | -88.940 $ | 3.946.741 $ | +122.192 $ | 3.824.549 $ | +875.137 $ | 2.949.412 $ | |
|---|
| CALDWELL SUTTER CAPITAL, INC. | 3.533.466 $ | -408.941 $ | 3.942.407 $ | | | | | |
|---|
| Aster Capital Management (DIFC) Ltd | 3.939.569 $ | +3.927.138 $ | 12.431 $ | | | | | |
|---|
| Olistico Wealth, LLC | 3.725.722 $ | -213.374 $ | 3.939.096 $ | +156.293 $ | 3.782.803 $ | | | |
|---|
| Rooted Wealth Advisors, Inc. | 3.932.599 $ | | | | | | | |
|---|
| Symphony Financial Services, Inc. | 3.711.536 $ | -220.694 $ | 3.932.230 $ | +272.864 $ | 3.659.366 $ | +874.879 $ | 2.784.487 $ | |
|---|
| LEIGH BALDWIN & CO., LLC | 3.673.000 $ | -254.143 $ | 3.927.143 $ | +339.128 $ | 3.588.015 $ | +1.000.675 $ | 2.587.340 $ | |
|---|
| Optivise Advisory Services LLC | 3.485.223 $ | -433.592 $ | 3.918.815 $ | +492.338 $ | 3.426.477 $ | +996.818 $ | 2.429.659 $ | |
|---|
| PRIVATE CLIENT SERVICES, LLC | 3.442.622 $ | -317.585 $ | 3.760.207 $ | -144.156 $ | 3.904.363 $ | +2.048.676 $ | 1.855.687 $ | |
|---|
| Townsend & Associates, Inc | 3.394.277 $ | -368.463 $ | 3.762.740 $ | -141.351 $ | 3.904.091 $ | +1.174.852 $ | 2.729.239 $ | |
|---|
| Ted Buchan & Co | 3.779.082 $ | -120.328 $ | 3.899.410 $ | +69.347 $ | 3.830.063 $ | +1.288.131 $ | 2.541.932 $ | |
|---|
| GR FINANCIAL GROUP, LLC | 3.890.417 $ | +536.370 $ | 3.354.047 $ | +811.970 $ | 2.542.077 $ | +750.367 $ | 1.791.710 $ | |
|---|
| Cascade Wealth Advisors, Inc | 3.690.466 $ | -186.734 $ | 3.877.200 $ | +410.620 $ | 3.466.580 $ | +1.954.518 $ | 1.512.062 $ | |
|---|
| Nicholson Wealth Management Group, LLC | 3.606.354 $ | -257.553 $ | 3.863.907 $ | +139.301 $ | 3.724.606 $ | +1.229.013 $ | 2.495.593 $ | |
|---|
| New Capital Management LP | 3.604.521 $ | -255.653 $ | 3.860.174 $ | +182.608 $ | 3.677.566 $ | +931.109 $ | 2.746.457 $ | |
|---|
| AUA CAPITAL MANAGEMENT, LLC | 3.849.132 $ | +116.784 $ | 3.732.348 $ | | | | | |
|---|
| Connective Portfolio Management, LLC | 2.429.707 $ | -1.416.356 $ | 3.846.063 $ | +132.939 $ | 3.713.124 $ | +1.829.042 $ | 1.884.082 $ | |
|---|
| Riverview Trust Co | 2.267.210 $ | -155.242 $ | 2.422.452 $ | +96.066 $ | 2.326.386 $ | -1.517.983 $ | 3.844.369 $ | |
|---|
| HOWARD BAILEY SECURITIES, LLC | 3.314.201 $ | -447.224 $ | 3.761.425 $ | -80.142 $ | 3.841.567 $ | +623.671 $ | 3.217.896 $ | |
|---|
| Ninepoint Partners LP | 3.078.241 $ | -749.410 $ | 3.827.651 $ | +646.217 $ | 3.181.434 $ | +786.446 $ | 2.394.988 $ | |
|---|
| Round Hill Asset Management | 3.188.990 $ | -253.306 $ | 3.442.296 $ | -378.310 $ | 3.820.606 $ | +1.010.436 $ | 2.810.170 $ | |
|---|
| Nicholas Wealth, LLC. | 3.811.691 $ | +1.481.450 $ | 2.330.241 $ | +354.633 $ | 1.975.608 $ | +461.452 $ | 1.514.156 $ | |
|---|
| High Falls Advisors, Inc | 3.363.749 $ | -445.433 $ | 3.809.182 $ | | | | | |
|---|
| Onyx Financial Advisors, LLC | 3.483.572 $ | -318.541 $ | 3.802.113 $ | | | | | |
|---|
| Pettinga Financial Advisors LLC | 3.750.292 $ | -42.523 $ | 3.792.815 $ | | | | | |
|---|
| Verity Asset Management, Inc. | 3.777.523 $ | | | | | | | |
|---|
| Rosenberg Matthew Hamilton | 3.478.108 $ | -294.029 $ | 3.772.137 $ | +169.335 $ | 3.602.802 $ | +756.549 $ | 2.846.253 $ | |
|---|
| Towercrest Capital Management | 3.492.145 $ | -278.379 $ | 3.770.524 $ | +555.970 $ | 3.214.554 $ | +839.666 $ | 2.374.888 $ | |
|---|
| FIRST NATIONAL BANK SIOUX FALLS | 3.512.532 $ | -248.303 $ | 3.760.835 $ | +147.649 $ | 3.613.186 $ | +294.363 $ | 3.318.823 $ | |
|---|
| Fielder Capital Group LLC | 3.424.907 $ | -335.329 $ | 3.760.236 $ | +368.972 $ | 3.391.264 $ | +895.256 $ | 2.496.008 $ | |
|---|
| Tillman Hartley LLC | 3.514.227 $ | -138.618 $ | 3.652.845 $ | -103.846 $ | 3.756.691 $ | +1.026.666 $ | 2.730.025 $ | |
|---|
| Pandora Wealth, Inc. | 3.452.563 $ | -303.610 $ | 3.756.173 $ | | | | | |
|---|
| Northern Capital Management, Inc. | 3.755.310 $ | +165.121 $ | 3.590.189 $ | +101.039 $ | 3.489.150 $ | +860.038 $ | 2.629.112 $ | |
|---|
| Perseverance Asset Management International | | | | | | | 3.753.900 $ | |
|---|
| Meridian Financial Advisors, LLC | 3.471.025 $ | -281.613 $ | 3.752.638 $ | +234.370 $ | 3.518.268 $ | +839.044 $ | 2.679.224 $ | |
|---|
| Entropy Technologies, LP | | | | | | | 3.752.398 $ | |
|---|
| Full Sail Capital, LLC | | | 3.737.527 $ | +416.818 $ | 3.320.709 $ | +610.394 $ | 2.710.315 $ | |
|---|
| Sunflower Bank, N.A. | 3.517.368 $ | -218.088 $ | 3.735.456 $ | +57.606 $ | 3.677.850 $ | +914.604 $ | 2.763.246 $ | |
|---|
| Tactive Advisors, LLC | 3.422.280 $ | -304.657 $ | 3.726.937 $ | +91.870 $ | 3.635.067 $ | | | |
|---|
| Eldridge Investment Advisors, Inc. | 3.451.849 $ | -266.602 $ | 3.718.451 $ | +264.585 $ | 3.453.866 $ | +952.583 $ | 2.501.283 $ | |
|---|
| Alhambra Investment Management LLC | 3.415.544 $ | -253.305 $ | 3.668.849 $ | -45.988 $ | 3.714.837 $ | +892.161 $ | 2.822.676 $ | |
|---|
| M.E. ALLISON & CO., INC. | 3.711.827 $ | | | | | | | |
|---|
| Tribridge Partners Financial LLC | 3.477.983 $ | -230.889 $ | 3.708.872 $ | +3.705.439 $ | 3.433 $ | | | |
|---|
| BOS Asset Management, LLC | 3.393.090 $ | -314.396 $ | 3.707.486 $ | +141.056 $ | 3.566.430 $ | +823.455 $ | 2.742.975 $ | |
|---|
| Waycross Investment Management Co | 3.605.511 $ | -100.495 $ | 3.706.006 $ | +90.809 $ | 3.615.197 $ | +882.381 $ | 2.732.816 $ | |
|---|
| GILL CAPITAL PARTNERS, LLC | 3.296.579 $ | -402.325 $ | 3.698.904 $ | +94.070 $ | 3.604.834 $ | +758.343 $ | 2.846.491 $ | |
|---|
| Murphy & Mullick Capital Management Corp | 3.506.482 $ | -156.521 $ | 3.663.003 $ | -35.826 $ | 3.698.829 $ | +1.096.487 $ | 2.602.342 $ | |
|---|
| Fortune Financial Advisors, LLC | 3.515.713 $ | -178.843 $ | 3.694.556 $ | | | | | |
|---|
| Kellett Wealth Advisors, LLC | 3.596.830 $ | -95.727 $ | 3.692.557 $ | +151.277 $ | 3.541.280 $ | +870.194 $ | 2.671.086 $ | |
|---|
| Pasadena Private Wealth, LLC | 3.355.357 $ | -332.782 $ | 3.688.139 $ | +521.741 $ | 3.166.398 $ | +796.639 $ | 2.369.759 $ | |
|---|
| Phillips Wealth Planners LLC | 3.333.550 $ | -354.355 $ | 3.687.905 $ | +463.284 $ | 3.224.621 $ | +632.441 $ | 2.592.180 $ | |
|---|
| Abound Wealth Management | 3.683.711 $ | +498.171 $ | 3.185.540 $ | +190.170 $ | 2.995.370 $ | +881.441 $ | 2.113.929 $ | |
|---|
| TruNorth Capital Management, LLC | 3.683.295 $ | +856.276 $ | 2.827.019 $ | +205.125 $ | 2.621.894 $ | +552.334 $ | 2.069.560 $ | |
|---|
| SHUTTLEWORTH & Co | 3.458.850 $ | -222.221 $ | 3.681.071 $ | | | | | |
|---|
| N.E.W. Advisory Services LLC | 3.676.719 $ | +380.278 $ | 3.296.441 $ | +9.913 $ | 3.286.528 $ | -108.964 $ | 3.395.492 $ | |
|---|
| Altiora Financial Group, LLC | 3.431.219 $ | -243.567 $ | 3.674.786 $ | +114.392 $ | 3.560.394 $ | +873.403 $ | 2.686.991 $ | |
|---|
| Fourth Dimension Wealth, LLC | 3.369.857 $ | -294.201 $ | 3.664.058 $ | +108.208 $ | 3.555.850 $ | +931.717 $ | 2.624.133 $ | |
|---|
| WATERSHED PRIVATE WEALTH LLC | 3.657.604 $ | +958.535 $ | 2.699.069 $ | | | | | |
|---|
| Kaizen Financial Strategies | 3.637.896 $ | -13.348 $ | 3.651.244 $ | | | | | |
|---|
| Galilei Investment Office LLP | 3.378.086 $ | -239.795 $ | 3.617.881 $ | +143.473 $ | 3.474.408 $ | +852.309 $ | 2.622.099 $ | |
|---|
| ALLIUM FINANCIAL ADVISORS, LLC | | | | | | | 3.608.038 $ | |
|---|
| KFG WEALTH MANAGEMENT, LLC | 2.962.894 $ | -643.107 $ | 3.606.001 $ | +128.892 $ | 3.477.109 $ | +1.509.315 $ | 1.967.794 $ | |
|---|
| Atlas Private Wealth Advisors | 3.320.678 $ | -282.634 $ | 3.603.312 $ | | | | | |
|---|
| CITY NATIONAL BANK OF FLORIDA /MSD | 3.507.214 $ | -94.610 $ | 3.601.824 $ | +175.666 $ | 3.426.158 $ | +1.129.898 $ | 2.296.260 $ | |
|---|
| TrueWealth Financial Partners | 219.079 $ | -3.377.432 $ | 3.596.511 $ | | | | | |
|---|
| Fortitude Family Office, LLC | 3.527.420 $ | -66.006 $ | 3.593.426 $ | +107.354 $ | 3.486.072 $ | +1.158.618 $ | 2.327.454 $ | |
|---|
| COOPER/HAIMS ADVISORS, LLC | 3.422.668 $ | -155.499 $ | 3.578.167 $ | +151.677 $ | 3.426.490 $ | +902.730 $ | 2.523.760 $ | |
|---|
| Worth Asset Management, LLC | 2.247.068 $ | -277.818 $ | 2.524.886 $ | -1.050.637 $ | 3.575.523 $ | +2.083.809 $ | 1.491.714 $ | |
|---|
| Pathway Financial Advisors LLC | 3.266.309 $ | -309.100 $ | 3.575.409 $ | +451.177 $ | 3.124.232 $ | +761.527 $ | 2.362.705 $ | |
|---|
| Smith Thornton Advisors LLC | 3.366.574 $ | -198.032 $ | 3.564.606 $ | +202.066 $ | 3.362.540 $ | +844.027 $ | 2.518.513 $ | |
|---|
| Gen-Wealth Partners Inc | 3.560.072 $ | +27.980 $ | 3.532.092 $ | +291.801 $ | 3.240.291 $ | +759.221 $ | 2.481.070 $ | |
|---|
| Navalign, LLC | 3.336.165 $ | -210.083 $ | 3.546.248 $ | | | | | |
|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.949.956 $ | -1.071.246 $ | 3.021.202 $ | -521.352 $ | 3.542.554 $ | +1.154.698 $ | 2.387.856 $ | |
|---|
| BIRCHBROOK, INC. | 3.533.955 $ | +238.684 $ | 3.295.271 $ | +115.815 $ | 3.179.456 $ | +804.778 $ | 2.374.678 $ | |
|---|
| Kennon-Green & Company, LLC | 3.207.852 $ | -325.124 $ | 3.532.976 $ | +180.110 $ | 3.352.866 $ | +808.819 $ | 2.544.047 $ | |
|---|
| Lighthouse Financial LLC | 3.397.412 $ | -131.880 $ | 3.529.292 $ | +1.155.340 $ | | | 2.373.952 $ | |
|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 3.100.004 $ | -427.235 $ | 3.527.239 $ | +139.877 $ | 3.387.362 $ | +830.956 $ | 2.556.406 $ | |
|---|
| STAR Financial Bank | 2.960.722 $ | -558.230 $ | 3.518.952 $ | +451.425 $ | 3.067.527 $ | +615.480 $ | 2.452.047 $ | |
|---|
| EIGHT 31 FINANCIAL, LLC | 3.283.170 $ | -228.343 $ | 3.511.513 $ | +421.771 $ | 3.089.742 $ | | | |
|---|
| ADE, LLC | 3.231.775 $ | -275.544 $ | 3.507.319 $ | | | | | |
|---|
| Nabity-Jensen Investment Management Inc | 3.295.870 $ | -210.134 $ | 3.506.004 $ | +139.036 $ | 3.366.968 $ | +828.581 $ | 2.538.387 $ | |
|---|
| RFG HOLDINGS, INC. | 3.505.621 $ | +155.943 $ | 3.349.678 $ | | | | | |
|---|
| Summit Wealth Partners, LLC | 2.676.409 $ | -828.385 $ | 3.504.794 $ | +139.184 $ | 3.365.610 $ | +816.390 $ | 2.549.220 $ | |
|---|
| GENEVA CAPITAL MANAGEMENT LLC | 3.033.748 $ | -285.794 $ | 3.319.542 $ | -184.711 $ | 3.504.253 $ | +771.789 $ | 2.732.464 $ | |
|---|
| Westshore Wealth, LLC | 2.985.334 $ | -518.370 $ | 3.503.704 $ | +138.002 $ | 3.365.702 $ | +826.949 $ | 2.538.753 $ | |
|---|
| LITTLEJOHN FINANCIAL SERVICES, INC. | 2.120.307 $ | -269.509 $ | 2.389.816 $ | -1.112.343 $ | 3.502.159 $ | +754.418 $ | 2.747.741 $ | |
|---|
| Davis Capital Management | 3.263.870 $ | -233.235 $ | 3.497.105 $ | +1.045.133 $ | | | 2.451.972 $ | |
|---|
| Live Oak Investment Partners | 2.800.687 $ | -683.609 $ | 3.484.296 $ | +51.127 $ | 3.433.169 $ | +806.531 $ | 2.626.638 $ | |
|---|
| S. R. Schill & Associates | 3.220.718 $ | -228.466 $ | 3.449.184 $ | +128.956 $ | 3.320.228 $ | +805.935 $ | 2.514.293 $ | |
|---|
| NOVUS ADVISORS, LLC | | | | | 3.446.940 $ | +53.226 $ | 3.393.714 $ | |
|---|
| Arlington Financial Advisors, LLC | 3.443.668 $ | | | | | | | |
|---|
| OneAscent Family Office, LLC | 3.435.129 $ | +27.536 $ | 3.407.593 $ | +3.404.385 $ | 3.208 $ | +802 $ | 2.406 $ | |
|---|
| ARQ WEALTH ADVISORS, LLC | 3.434.186 $ | | | | | | | |
|---|
| Blackston Financial Advisory Group, LLC | 3.267.417 $ | -165.306 $ | 3.432.723 $ | +116.566 $ | 3.316.157 $ | +974.543 $ | 2.341.614 $ | |
|---|
| Alexander Randolph Advisory, Inc. | 3.199.741 $ | -230.745 $ | 3.430.486 $ | | | | | |
|---|
| Laidlaw Wealth Management LLC | 2.182.577 $ | -1.247.806 $ | 3.430.383 $ | +191.746 $ | 3.238.637 $ | +385.298 $ | 2.853.339 $ | |
|---|
| Tennessee Valley Asset Management Partners | 3.128.528 $ | -301.522 $ | 3.430.050 $ | +2.738.650 $ | 691.400 $ | -1.713.993 $ | 2.405.393 $ | |
|---|
| Carrera Capital Advisors | 3.329.722 $ | -83.933 $ | 3.413.655 $ | +245.546 $ | 3.168.109 $ | +808.602 $ | 2.359.507 $ | |
|---|
| Capitol Family Office, Inc. | 2.807.021 $ | -606.111 $ | 3.413.132 $ | +123.414 $ | 3.289.718 $ | +738.682 $ | 2.551.036 $ | |
|---|
| Alliance Wealth Management Group | 3.149.259 $ | -254.038 $ | 3.403.297 $ | +541.407 $ | 2.861.890 $ | +753.153 $ | 2.108.737 $ | |
|---|
| BURKETT FINANCIAL SERVICES, LLC | 3.194.717 $ | -202.028 $ | 3.396.745 $ | +108.754 $ | 3.287.991 $ | +797.954 $ | 2.490.037 $ | |
|---|
| Parvin Asset Management, LLC | 2.766.306 $ | -624.713 $ | 3.391.019 $ | +222.517 $ | 3.168.502 $ | +679.666 $ | 2.488.836 $ | |
|---|
| ELEVATION WEALTH PARTNERS, LLC | 3.037.639 $ | -346.652 $ | 3.384.291 $ | +402.670 $ | 2.981.621 $ | +690.748 $ | 2.290.873 $ | |
|---|
| CMG Global Holdings, LLC | 2.273.999 $ | -1.099.084 $ | 3.373.083 $ | +52.571 $ | 3.320.512 $ | +1.128.847 $ | 2.191.665 $ | |
|---|
| Wolff Financial Management LLC | 3.139.754 $ | -222.314 $ | 3.362.068 $ | +3.358.845 $ | 3.223 $ | +829 $ | 2.394 $ | |
|---|
| CHERRYDALE WEALTH MANAGEMENT, LLC | 3.135.447 $ | -222.408 $ | 3.357.855 $ | +133.297 $ | 3.224.558 $ | +846.686 $ | 2.377.872 $ | |
|---|
| RICHARDSON FINANCIAL SERVICES INC. | 3.143.015 $ | -212.787 $ | 3.355.802 $ | +321.634 $ | 3.034.168 $ | +835.882 $ | 2.198.286 $ | |
|---|
| Fiduciary Planning LLC | 3.100.747 $ | -246.159 $ | 3.346.906 $ | +49.754 $ | 3.297.152 $ | +493.147 $ | 2.804.005 $ | |
|---|
| Curran Financial Partners, LLC | 2.957.624 $ | -388.225 $ | 3.345.849 $ | +196.250 $ | 3.149.599 $ | +1.344.913 $ | 1.804.686 $ | |
|---|
| Summit Wealth Group, LLC | 3.251.842 $ | -81.564 $ | 3.333.406 $ | +3.330.097 $ | 3.309 $ | +875 $ | 2.434 $ | |
|---|
| Promus Capital, LLC | | | 3.329.289 $ | +128.356 $ | 3.200.933 $ | +980.667 $ | 2.220.266 $ | |
|---|
| Constant Guidance Financial LLC | 3.329.007 $ | +16.029 $ | 3.312.978 $ | +1.079.608 $ | 2.233.370 $ | +275.343 $ | 1.958.027 $ | |
|---|
| VSM Wealth Advisory, LLC | 3.107.094 $ | -219.961 $ | 3.327.055 $ | +102.098 $ | 3.224.957 $ | +791.138 $ | 2.433.819 $ | |
|---|
| Brady Martz Wealth Solutions, LLC | 3.314.968 $ | +409.144 $ | 2.905.824 $ | +85.932 $ | 2.819.892 $ | +323.543 $ | 2.496.349 $ | |
|---|
| Optimist Retirement Group LLC | 2.802.900 $ | -511.131 $ | 3.314.031 $ | +114.147 $ | 3.199.884 $ | +733.268 $ | 2.466.616 $ | |
|---|
| CURA WEALTH ADVISORS, LLC | 3.312.030 $ | +88.827 $ | 3.223.203 $ | +293.454 $ | 2.929.749 $ | +661.266 $ | 2.268.483 $ | |
|---|
| Financial Management Professionals, Inc. | 3.049.865 $ | -261.557 $ | 3.311.422 $ | +284.023 $ | 3.027.399 $ | +944.238 $ | 2.083.161 $ | |
|---|
| LFA - Lugano Financial Advisors SA | 3.084.528 $ | -220.511 $ | 3.305.039 $ | +86.299 $ | 3.218.740 $ | +905.962 $ | 2.312.778 $ | |
|---|
| Tevis Investment Management | | | | | | | 3.300.762 $ | |
|---|
| DOLIVER ADVISORS, LP | 3.295.870 $ | +596.315 $ | 2.699.555 $ | +137.893 $ | 2.561.662 $ | +509.405 $ | 2.052.257 $ | |
|---|
| Measured Wealth Private Client Group, LLC | 2.862.954 $ | -231.715 $ | 3.094.669 $ | -189.153 $ | 3.283.822 $ | | | |
|---|
| Hickory Point Bank & Trust | 3.065.667 $ | -217.618 $ | 3.283.285 $ | +96.877 $ | 3.186.408 $ | +777.906 $ | 2.408.502 $ | |
|---|
| MBA Advisors LLC | 3.082.887 $ | -200.184 $ | 3.283.071 $ | | | | | |
|---|
| IFG Advisors, LLC | 3.042.310 $ | -240.455 $ | 3.282.765 $ | | | | | |
|---|
| FreeGulliver LLC | 2.281.719 $ | -998.115 $ | 3.279.834 $ | +2.240.966 $ | 1.038.868 $ | +91.440 $ | 947.428 $ | |
|---|
| Hopwood Financial Services, Inc. | | | 3.279.280 $ | +136.976 $ | 3.142.304 $ | +724.651 $ | 2.417.653 $ | |
|---|
| GK Wealth Management LLC | 3.116.879 $ | -156.343 $ | 3.273.222 $ | | | | | |
|---|
| G&S Capital LLC | 3.130.194 $ | -142.563 $ | 3.272.757 $ | +167.371 $ | 3.105.386 $ | +748.868 $ | 2.356.518 $ | |
|---|
| SG Americas Securities, LLC | 3.272.102 $ | +3.193.650 $ | 78.452 $ | +22.595 $ | 55.857 $ | -75.256 $ | 131.113 $ | |
|---|
| Sharkey, Howes & Javer | 2.443.843 $ | -827.540 $ | 3.271.383 $ | +110.856 $ | 3.160.527 $ | +719.051 $ | 2.441.476 $ | |
|---|
| MAINSAIL ASSET MANAGEMENT, LLC | 2.797.922 $ | -472.249 $ | 3.270.171 $ | +855.884 $ | 2.414.287 $ | +601.446 $ | 1.812.841 $ | |
|---|
| Beaird Harris Wealth Management, LLC | 3.052.893 $ | -216.544 $ | 3.269.437 $ | +104.263 $ | 3.165.174 $ | +891.345 $ | 2.273.829 $ | |
|---|
| Berkshire Money Management, Inc. | 3.142.334 $ | -115.734 $ | | | 3.258.068 $ | +814.132 $ | 2.443.936 $ | |
|---|
| Traub Capital Management LLC | 3.205.105 $ | -52.424 $ | 3.257.529 $ | +167.006 $ | 3.090.523 $ | | | |
|---|
| NATIXIS ADVISORS, LLC | 2.985.182 $ | -263.927 $ | 3.249.109 $ | +201.500 $ | 3.047.609 $ | +1.124.145 $ | 1.923.464 $ | |
|---|
| Glass Jacobson Investment Advisors llc | 2.021.641 $ | -132.971 $ | 2.154.612 $ | +77.285 $ | 2.077.327 $ | -1.167.157 $ | 3.244.484 $ | |
|---|
| FOCUS Wealth Advisors, LLC | 3.240.249 $ | | | | | | | |
|---|
| FIRST HAWAIIAN BANK | 2.221.267 $ | -1.017.993 $ | 3.239.260 $ | +129.453 $ | 3.109.807 $ | +946.810 $ | 2.162.997 $ | |
|---|
| MorganRosel Wealth Management, LLC | | | 3.238.837 $ | | | | | |
|---|
| CLARIS ADVISORS, LLC / MO / | 3.233.184 $ | +86.446 $ | 3.146.738 $ | +0 $ | 3.146.738 $ | +500.831 $ | 2.645.907 $ | |
|---|
| Hummer Financial Advisory Services Inc | 3.002.797 $ | -223.514 $ | 3.226.311 $ | +127.944 $ | 3.098.367 $ | +763.817 $ | 2.334.550 $ | |
|---|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2.928.937 $ | -292.783 $ | 3.221.720 $ | +93.101 $ | 3.128.619 $ | +764.526 $ | 2.364.093 $ | |
|---|
| KOM Wealth Management Group, LLC | 2.839.177 $ | -286.481 $ | 3.125.658 $ | -76.586 $ | 3.202.244 $ | +550.260 $ | 2.651.984 $ | |
|---|
| Meritas Wealth Management, LLC | 2.989.255 $ | -212.194 $ | 3.201.449 $ | +837.259 $ | 2.364.190 $ | +579.961 $ | 1.784.229 $ | |
|---|
| Garrett Wealth Advisory Group, LLC | 3.199.118 $ | +144.697 $ | 3.054.421 $ | | | | | |
|---|
| ARBOR CAPITAL MANAGEMENT INC /ADV | 2.565.992 $ | -571.714 $ | 3.137.706 $ | -60.412 $ | 3.198.118 $ | +1.021.161 $ | 2.176.957 $ | |
|---|
| RETIREMENT INCOME SOLUTIONS, INC | 3.118.382 $ | -74.262 $ | 3.192.644 $ | | | | | |
|---|
| Magnolia Private Wealth, LLC | 2.619.881 $ | -570.276 $ | 3.190.157 $ | +255.850 $ | 2.934.307 $ | +715.377 $ | 2.218.930 $ | |
|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 3.130.824 $ | -56.485 $ | 3.187.309 $ | +158.676 $ | 3.028.633 $ | +798.305 $ | 2.230.328 $ | |
|---|
| Meadowbrook Wealth Management, LLC | 2.859.161 $ | -318.980 $ | 3.178.141 $ | | | | | |
|---|
| FORMULATE FINANCIAL LLC | 3.009.938 $ | -164.578 $ | 3.174.516 $ | | | | | |
|---|
| Caerus Investment Advisors, LLC | 2.969.957 $ | -203.234 $ | 3.173.191 $ | | | | | |
|---|
| CHECK CAPITAL MANAGEMENT INC/CA | 2.962.701 $ | -210.215 $ | 3.172.916 $ | +125.905 $ | 3.047.011 $ | +783.189 $ | 2.263.822 $ | |
|---|
| Truxt Investmentos Ltda. | | | 3.171.926 $ | | | | | |
|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 2.880.441 $ | -90.002 $ | 2.970.443 $ | +223.248 $ | 2.747.195 $ | -422.223 $ | 3.169.418 $ | |
|---|
| Ridgewood Investments LLC | | | 2.929.650 $ | -237.459 $ | 3.167.109 $ | +831.207 $ | 2.335.902 $ | |
|---|
| Strathmore Capital Advisors, Inc. | 2.984.903 $ | -178.218 $ | 3.163.121 $ | +175.791 $ | 2.987.330 $ | | | |
|---|
| Innova Wealth Partners | 3.160.691 $ | +15.764 $ | 3.144.927 $ | +200.425 $ | 2.944.502 $ | +749.426 $ | 2.195.076 $ | |
|---|
| RoundAngle Advisors LLC | 3.150.620 $ | | | | | | | |
|---|
| Copperleaf Capital, LLC | | | 3.132.755 $ | -2.568 $ | 3.135.323 $ | +667.056 $ | 2.468.267 $ | |
|---|
| Guild Investment Management, Inc. | 2.913.058 $ | -206.784 $ | 3.119.842 $ | | | | | |
|---|
| Milestones Private Investment Advisors LLC | 2.942.472 $ | -176.763 $ | 3.119.235 $ | | | | | |
|---|
| Ascent Capital Management, LLC | | | 3.111.355 $ | +170.669 $ | 2.940.686 $ | +737.758 $ | 2.202.928 $ | |
|---|
| Holistic Financial Partners | 3.108.365 $ | +128.967 $ | 2.979.398 $ | | | | | |
|---|
| VIKING FUND MANAGEMENT LLC | 2.901.720 $ | -205.980 $ | 3.107.700 $ | +123.240 $ | 2.984.460 $ | +732.120 $ | 2.252.340 $ | |
|---|
| Gruss & Co., LLC | 2.901.720 $ | -205.980 $ | 3.107.700 $ | | | | | |
|---|
| PCG Wealth Advisors, LLC | 2.886.432 $ | -218.920 $ | 3.105.352 $ | +140.590 $ | 2.964.762 $ | +737.090 $ | 2.227.672 $ | |
|---|
| Leibman Financial Services, Inc. | 217.183 $ | -1.353.891 $ | 1.571.074 $ | -1.519.802 $ | 3.090.876 $ | +332.937 $ | 2.757.939 $ | |
|---|
| Arrowroot Family Office, LLC | | | 3.085.461 $ | | | | | |
|---|
| Saiph Capital, LLC | | | 3.079.301 $ | | | | | |
|---|
| INTREPID CAPITAL MANAGEMENT INC | 2.873.562 $ | -203.453 $ | 3.077.015 $ | +60.288 $ | 3.016.727 $ | +1.057.379 $ | 1.959.348 $ | |
|---|
| Smart Money Group LLC | 2.874.363 $ | -200.444 $ | 3.074.807 $ | +1.035.020 $ | | | 2.039.787 $ | |
|---|
| COLLECTIVE FAMILY OFFICE LLC | 3.072.921 $ | +139.252 $ | 2.933.669 $ | +62.121 $ | 2.871.548 $ | +354.183 $ | 2.517.365 $ | |
|---|
| PSI Advisors, LLC | 3.070.517 $ | +208.299 $ | 2.862.218 $ | +72.226 $ | 2.789.992 $ | +797.296 $ | 1.992.696 $ | |
|---|
| Wick Capital Partners, LLC | 3.069.526 $ | +1.079.051 $ | 1.990.475 $ | -174.743 $ | 2.165.218 $ | +955.004 $ | 1.210.214 $ | |
|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 2.979.603 $ | -89.768 $ | 3.069.371 $ | +149.092 $ | 2.920.279 $ | +841.890 $ | 2.078.389 $ | |
|---|
| Authentikos Wealth Advisory, LLC | | | | | | | 3.063.573 $ | |
|---|
| Per Stirling Capital Management, LLC. | 3.051.165 $ | -3.827 $ | 3.054.992 $ | +167.853 $ | 2.887.139 $ | +473.671 $ | 2.413.468 $ | |
|---|
| Creekside Partners | 2.807.323 $ | -243.046 $ | 3.050.369 $ | +93.266 $ | 2.957.103 $ | +561.129 $ | 2.395.974 $ | |
|---|
| PEOPLES BANK /OH | 2.884.794 $ | -163.863 $ | 3.048.657 $ | +112.944 $ | 2.935.713 $ | +671.733 $ | 2.263.980 $ | |
|---|
| Kingdom Financial Group LLC. | 634.800 $ | -2.412.545 $ | 3.047.345 $ | +2.040.702 $ | 1.006.643 $ | +533.842 $ | 472.801 $ | |
|---|
| Ruggaard & Associates LLC | 2.590.295 $ | -456.294 $ | 3.046.589 $ | +120.326 $ | 2.926.263 $ | +728.355 $ | 2.197.908 $ | |
|---|
| Tolleson Wealth Management, Inc. | 2.561.735 $ | -481.739 $ | 3.043.474 $ | +422.621 $ | 2.620.853 $ | +662.068 $ | 1.958.785 $ | |
|---|
| WPG Advisers, LLC | 3.001.709 $ | -34.864 $ | 3.036.573 $ | +157.262 $ | 2.879.311 $ | +773.547 $ | 2.105.764 $ | |
|---|
| Antonelli Financial Advisors, LLC | 2.839.000 $ | -196.487 $ | 3.035.487 $ | | | | | |
|---|
| CogentBlue Wealth Advisors, LLC | 2.821.052 $ | -210.094 $ | 3.031.146 $ | | | | | |
|---|
| Atlas Wealth Partners, LLC | 2.805.620 $ | -224.952 $ | 3.030.572 $ | +3.027.568 $ | 3.004 $ | +600 $ | 2.404 $ | |
|---|
| Community Bank of Raymore | 3.020.207 $ | | | | | | | |
|---|
| Advisor Resource Council | 3.018.408 $ | | | | | | | |
|---|
| Johnson & White Wealth Management, LLC | 2.787.371 $ | -214.080 $ | 3.001.451 $ | +2.998.547 $ | 2.904 $ | +675 $ | 2.229 $ | |
|---|
| Clifford Group, LLC | 2.660.974 $ | -233.950 $ | 2.894.924 $ | -98.333 $ | 2.993.257 $ | +725.648 $ | 2.267.609 $ | |
|---|
| Heritage Investment Group, Inc. | 2.991.855 $ | +68.869 $ | 2.922.986 $ | +200.594 $ | 2.722.392 $ | +608.615 $ | 2.113.777 $ | |
|---|
| RPS ADVISORY SOLUTIONS LLC | 2.551.203 $ | -424.662 $ | 2.975.865 $ | +155.428 $ | 2.820.437 $ | +886.558 $ | 1.933.879 $ | |
|---|
| Boston Partners | 2.971.396 $ | +61.971 $ | 2.909.425 $ | | | | | |
|---|
| BREAKTHRU ADVISORY SERVICES, LLC | 2.847.070 $ | -121.820 $ | 2.968.890 $ | | | | | |
|---|
| Level Wealth Management LLC | 2.646.926 $ | -309.456 $ | 2.956.382 $ | +117.370 $ | 2.839.012 $ | +675.146 $ | 2.163.866 $ | |
|---|
| ACIMA PRIVATE WEALTH, LLC | 2.755.183 $ | -195.578 $ | 2.950.761 $ | +162.778 $ | 2.787.983 $ | +721.461 $ | 2.066.522 $ | |
|---|
| Planned Solutions, Inc. | 2.726.462 $ | -215.293 $ | 2.941.755 $ | +467.333 $ | 2.474.422 $ | +671.543 $ | 1.802.879 $ | |
|---|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2.828.696 $ | -112.590 $ | 2.941.286 $ | +192.745 $ | 2.748.541 $ | +1.171.264 $ | 1.577.277 $ | |
|---|
| Gallagher Fiduciary Advisors, LLC | 2.310.361 $ | -106.391 $ | 2.416.752 $ | -523.909 $ | 2.940.661 $ | +625.090 $ | 2.315.571 $ | |
|---|
| Hara Capital LLC | 2.630.893 $ | -299.150 $ | 2.930.043 $ | -5.671 $ | 2.935.714 $ | +712.654 $ | 2.223.060 $ | |
|---|
| Paloma Partners Management Co | | | 2.920.720 $ | +1.292.200 $ | 1.628.520 $ | | | |
|---|
| Sequent Planning LLC | | | | | 2.920.194 $ | | | |
|---|
| HOGE FINANCIAL SERVICES, LLC | 2.744.106 $ | -174.687 $ | 2.918.793 $ | +247.352 $ | 2.671.441 $ | +473.901 $ | 2.197.540 $ | |
|---|
| Wallace Advisory Group, LLC | 2.434.543 $ | -467.347 $ | 2.901.890 $ | | | | | |
|---|
| PURE PORTFOLIOS HOLDINGS LLC | 2.684.390 $ | -197.837 $ | 2.882.227 $ | +70.382 $ | 2.811.845 $ | +653.677 $ | 2.158.168 $ | |
|---|
| Strive Asset Management, LLC | | | 2.867.236 $ | +136.585 $ | 2.730.651 $ | +225.396 $ | 2.505.255 $ | |
|---|
| EADS & HEALD WEALTH MANAGEMENT | 2.867.025 $ | +2.863.868 $ | 3.157 $ | +68 $ | 3.089 $ | +663 $ | 2.426 $ | |
|---|
| Pineridge Advisors LLC | | | 2.865.745 $ | +35.072 $ | 2.830.673 $ | +609.984 $ | 2.220.689 $ | |
|---|
| Blue Barn Wealth, LLC | 992.752 $ | -1.863.590 $ | 2.856.342 $ | +115.756 $ | 2.740.586 $ | +879.600 $ | 1.860.986 $ | |
|---|
| Accelerate Investment Advisors LLC | 2.391.169 $ | -463.952 $ | 2.855.121 $ | +89.113 $ | 2.766.008 $ | +735.682 $ | 2.030.326 $ | |
|---|
| Riverpoint Wealth Management Holdings, LLC | 2.668.075 $ | -183.958 $ | 2.852.033 $ | | | | | |
|---|
| Clarus Wealth Advisors | 2.842.447 $ | -9.264 $ | 2.851.711 $ | +456.438 $ | 2.395.273 $ | +690.726 $ | 1.704.547 $ | |
|---|
| JMG Financial Group, Ltd. | 1.847.246 $ | -996.221 $ | 2.843.467 $ | -7.536 $ | 2.851.003 $ | +675.270 $ | 2.175.733 $ | |
|---|
| MARIPAU WEALTH MANAGEMENT LLC | 2.605.359 $ | +144.615 $ | 2.460.744 $ | -388.041 $ | 2.848.785 $ | +934.499 $ | 1.914.286 $ | |
|---|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2.659.910 $ | -188.815 $ | 2.848.725 $ | +112.970 $ | 2.735.755 $ | +671.110 $ | 2.064.645 $ | |
|---|
| INSPIRION WEALTH ADVISORS, LLC | 2.847.987 $ | | | | | | | |
|---|
| OneAscent Investment Solutions LLC | 2.657.008 $ | -188.609 $ | 2.845.617 $ | +2.843.949 $ | 1.668 $ | +158 $ | 1.510 $ | |
|---|
| Cornerstone Planning Group LLC | 2.344.205 $ | -498.072 $ | 2.842.277 $ | +411.136 $ | 2.431.141 $ | +731.373 $ | 1.699.768 $ | |
|---|
| Stonebridge Financial Planning Group, LLC | 2.699.569 $ | -138.134 $ | 2.837.703 $ | | | | | |
|---|
| LifePlan Financial, LLC | 2.584.465 $ | -245.096 $ | 2.829.561 $ | +28.148 $ | 2.801.413 $ | +739.020 $ | 2.062.393 $ | |
|---|
| Dogwood Wealth Management LLC | 1.868.365 $ | -658.391 $ | 2.526.756 $ | -302.400 $ | 2.829.156 $ | +806.132 $ | 2.023.024 $ | |
|---|
| MN Wealth Advisors, LLC | 2.686.915 $ | -139.668 $ | 2.826.583 $ | +152.267 $ | 2.674.316 $ | +903.084 $ | 1.771.232 $ | |
|---|
| Guided Capital Wealth Management, LLC | | | 2.825.912 $ | | | | | |
|---|
| Oak Thistle LLC | 2.820.956 $ | +903.464 $ | | | | | 1.917.492 $ | |
|---|
| TEXAS CAPITAL BANCSHARES INC/TX | | | 2.050.047 $ | -767.282 $ | 2.817.329 $ | +687.367 $ | 2.129.962 $ | |
|---|
| SRH ADVISORS, LLC | 2.623.372 $ | -185.571 $ | 2.808.943 $ | +62.197 $ | 2.746.746 $ | +658.537 $ | 2.088.209 $ | |
|---|
| Financial Freedom, LLC | 2.560.194 $ | -248.196 $ | 2.808.390 $ | +488.853 $ | 2.319.537 $ | +532.412 $ | 1.787.125 $ | |
|---|
| Veltria Advisors Corp. | | | | | 2.798.429 $ | +1.004.816 $ | 1.793.613 $ | |
|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.501.971 $ | -286.048 $ | 2.788.019 $ | +350.990 $ | 2.437.029 $ | +564.015 $ | 1.873.014 $ | |
|---|
| CATHY PARETO & ASSOCIATES, INC | 2.593.830 $ | -184.338 $ | 2.778.168 $ | | | | | |
|---|
| Perissos Private Wealth Management, LLC | 2.394.038 $ | -382.717 $ | 2.776.755 $ | +94.948 $ | 2.681.807 $ | +664.532 $ | 2.017.275 $ | |
|---|
| Stonekeep Investments, LLC | 2.626 $ | -2.770.522 $ | 2.773.148 $ | +90.216 $ | 2.682.932 $ | +611.956 $ | 2.070.976 $ | |
|---|
| Mainstream Capital Management LLC | 2.567.539 $ | -204.011 $ | 2.771.550 $ | +136.769 $ | 2.634.781 $ | +625.318 $ | 2.009.463 $ | |
|---|
| Great Waters Wealth Management | 2.374.097 $ | -396.761 $ | 2.770.858 $ | +143.110 $ | 2.627.748 $ | +737.726 $ | 1.890.022 $ | |
|---|
| Prepared Retirement Institute LLC | 2.559.499 $ | -211.069 $ | 2.770.568 $ | +94.225 $ | 2.676.343 $ | +705.289 $ | 1.971.054 $ | |
|---|
| Twelve Points Wealth Management LLC | 2.455.829 $ | -308.346 $ | 2.764.175 $ | +109.617 $ | 2.654.558 $ | +724.768 $ | 1.929.790 $ | |
|---|
| Mowery & Schoenfeld Wealth Management, LLC | 2.761.565 $ | +13.220 $ | 2.748.345 $ | +108.990 $ | 2.639.355 $ | +730.423 $ | 1.908.932 $ | |
|---|
| Dale Q Rice Investment Management Ltd | 1.933.496 $ | -161.736 $ | 2.095.232 $ | +65.953 $ | 2.029.279 $ | -732.162 $ | 2.761.441 $ | |
|---|
| Warner Group LLC | 2.756.749 $ | +327.640 $ | 2.429.109 $ | | | | | |
|---|
| V2 Financial group LLC | 2.750.347 $ | +1.468.421 $ | 1.281.926 $ | +54.318 $ | 1.227.608 $ | +310.530 $ | 917.078 $ | |
|---|
| 360 Financial, Inc. | 2.579.195 $ | -169.931 $ | 2.749.126 $ | | | | | |
|---|
| Vienna Asset Management LLC | 2.738.414 $ | +756.420 $ | 1.981.994 $ | -452.671 $ | 2.434.665 $ | -150.351 $ | 2.585.016 $ | |
|---|
| Rezny Wealth Management, Inc. | 2.555.811 $ | -169.982 $ | 2.725.793 $ | +210.105 $ | 2.515.688 $ | +659.952 $ | 1.855.736 $ | |
|---|
| Ascension Capital Advisors, Inc. | 2.505.152 $ | -216.157 $ | 2.721.309 $ | | | | | |
|---|
| MBM WEALTH CONSULTANTS, LLC | 2.506.361 $ | -212.618 $ | 2.718.979 $ | +43.659 $ | 2.675.320 $ | +766.799 $ | 1.908.521 $ | |
|---|
| Crumly & Associates Inc. | 2.485.354 $ | -230.708 $ | 2.716.062 $ | +222.197 $ | 2.493.865 $ | +532.941 $ | 1.960.924 $ | |
|---|
| Flagstone Financial Management | 2.493.062 $ | -219.550 $ | 2.712.612 $ | -2.508 $ | 2.715.120 $ | +667.097 $ | 2.048.023 $ | |
|---|
| CONTINUUM WEALTH ADVISORS, LLC | 2.690.179 $ | -22.991 $ | 2.713.170 $ | +480.286 $ | 2.232.884 $ | +590.920 $ | 1.641.964 $ | |
|---|
| Wealth Advisors of Iowa, LLC | 2.709.397 $ | +156.112 $ | 2.553.285 $ | +778.111 $ | | | 1.775.174 $ | |
|---|
| CarsonAllaria Wealth Management, Ltd. | 2.513.571 $ | -187.747 $ | 2.701.318 $ | +178.174 $ | 2.523.144 $ | +608.954 $ | 1.914.190 $ | |
|---|
| ENDEAVOR PRIVATE WEALTH, INC. | 2.700.518 $ | +273.798 $ | 2.426.720 $ | +701.101 $ | 1.725.619 $ | +401.377 $ | 1.324.242 $ | |
|---|
| Accredited Wealth Management, LLC | | | 2.686.089 $ | +64.240 $ | 2.621.849 $ | +545.566 $ | 2.076.283 $ | |
|---|
| VIRTUS ADVISERS, LLC | 1.173.262 $ | -366.085 $ | 1.539.347 $ | -1.146.169 $ | 2.685.516 $ | +658.785 $ | 2.026.731 $ | |
|---|
| INVESTED ADVISORS | 2.676.353 $ | +428.308 $ | 2.248.045 $ | | | | | |
|---|
| TrueWealth Advisors, LLC | | | | | 2.669.696 $ | +661.072 $ | 2.008.624 $ | |
|---|
| Dynamic Technology Lab Private Ltd | 996.000 $ | -990.000 $ | 1.986.000 $ | -679.000 $ | | | 2.665.000 $ | |
|---|
| Financial Advisors Network, Inc. | | | 2.660.857 $ | | | | | |
|---|
| SELDON CAPITAL LP | 2.479.036 $ | -175.976 $ | 2.655.012 $ | +105.288 $ | 2.549.724 $ | +625.475 $ | 1.924.249 $ | |
|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 2.652.025 $ | +626.962 $ | 2.025.063 $ | +323.447 $ | 1.701.616 $ | +397.849 $ | 1.303.767 $ | |
|---|
| Amitell Capital Pte Ltd | | | | | | | 2.646.875 $ | |
|---|
| Newport Capital Group, LLC | 2.445.638 $ | -196.704 $ | 2.642.342 $ | | | | | |
|---|
| Smallwood Wealth Investment Management, LLC | 2.436.814 $ | -203.228 $ | 2.640.042 $ | +84.514 $ | 2.555.528 $ | +706.670 $ | 1.848.858 $ | |
|---|
| Parkwoods Wealth Partners, LLC | 2.406.235 $ | -223.120 $ | 2.629.355 $ | +684.748 $ | 1.944.607 $ | +628.490 $ | 1.316.117 $ | |
|---|
| Prodigy Asset Management LLC | 2.453.643 $ | -174.173 $ | 2.627.816 $ | +104.210 $ | 2.523.606 $ | +619.067 $ | 1.904.539 $ | |
|---|
| Kraft, Davis & Associates, LLC | 2.433.087 $ | -194.504 $ | 2.627.591 $ | | | | | |
|---|
| BlueChip Wealth Advisors LLC | 2.162.644 $ | -458.111 $ | 2.620.755 $ | | | | | |
|---|
| Pinnacle Wealth Management, LLC | 2.306.906 $ | -311.351 $ | 2.618.257 $ | | | | | |
|---|
| Wealth Watch Advisors, INC | 2.616.261 $ | +201.578 $ | 2.414.683 $ | +314.535 $ | 2.100.148 $ | +579.821 $ | 1.520.327 $ | |
|---|
| RVW Wealth, LLC | 2.235.898 $ | -379.526 $ | 2.615.424 $ | +15.543 $ | 2.599.881 $ | +186.503 $ | 2.413.378 $ | |
|---|
| VISTA INVESTMENT PARTNERS II, LLC | 2.323.107 $ | -283.956 $ | 2.607.063 $ | +120.237 $ | 2.486.826 $ | +629.184 $ | 1.857.642 $ | |
|---|
| STEVENS CAPITAL PARTNERS | 2.603.967 $ | +553.088 $ | 2.050.879 $ | +205.041 $ | 1.845.838 $ | +955.921 $ | 889.917 $ | |
|---|
| Impact Investors, Inc | 2.058.654 $ | -540.259 $ | 2.598.913 $ | | | | | |
|---|
| Moisand Fitzgerald Tamayo, LLC | 2.400.542 $ | -196.253 $ | 2.596.795 $ | +103.475 $ | 2.493.320 $ | +630.805 $ | 1.862.515 $ | |
|---|
| CJM Wealth Advisers, Ltd. | 2.361.580 $ | -229.167 $ | 2.590.747 $ | +110.265 $ | 2.480.482 $ | +633.868 $ | 1.846.614 $ | |
|---|
| OPUS INVESTMENT MANAGEMENT INC | 2.418.100 $ | -171.650 $ | 2.589.750 $ | +102.700 $ | 2.487.050 $ | | | |
|---|
| PACIFIC SUN FINANCIAL CORP | 2.401.847 $ | -184.934 $ | 2.586.781 $ | | | | | |
|---|
| FLAGSHIP WEALTH ADVISORS, LLC | 2.586.647 $ | +579.993 $ | 2.006.654 $ | -33.272 $ | 2.039.926 $ | +527.521 $ | 1.512.405 $ | |
|---|
| MINDSET WEALTH MANAGEMENT, LLC | 2.377.222 $ | -197.689 $ | 2.574.911 $ | | | | | |
|---|
| Curat Global, LLC | 2.403.591 $ | -170.621 $ | 2.574.212 $ | +102.084 $ | 2.472.128 $ | +640.225 $ | 1.831.903 $ | |
|---|
| Landing Point Financial Group, LLC | | | 2.570.675 $ | | | | | |
|---|
| Mine & Arao Wealth Creation & Management, LLC. | 2.415.320 $ | -155.321 $ | 2.570.641 $ | +56.442 $ | 2.514.199 $ | +628.911 $ | 1.885.288 $ | |
|---|
| ARGUS INVESTORS' COUNSEL, INC. | 1.991.554 $ | -90.095 $ | 2.081.649 $ | -487.481 $ | 2.569.130 $ | +266.869 $ | 2.302.261 $ | |
|---|
| Frederick Financial Consultants, LLC | 2.460.168 $ | -92.645 $ | 2.552.813 $ | +161.817 $ | 2.390.996 $ | +758.031 $ | 1.632.965 $ | |
|---|
| ATWOOD & PALMER INC | 2.273.982 $ | -278.476 $ | 2.552.458 $ | +3.231 $ | 2.549.227 $ | +685.791 $ | 1.863.436 $ | |
|---|
| BayBridge Capital Group, LLC | 2.007.390 $ | -98.988 $ | 2.106.378 $ | -445.275 $ | 2.551.653 $ | +677.909 $ | 1.873.744 $ | |
|---|
| Lord & Richards Wealth Management, LLC | 1.889.216 $ | -657.545 $ | 2.546.761 $ | +155.712 $ | 2.391.049 $ | +612.452 $ | 1.778.597 $ | |
|---|
| Petix & Botte Co | 2.408.679 $ | -133.593 $ | 2.542.272 $ | +150.640 $ | 2.391.632 $ | +586.760 $ | 1.804.872 $ | |
|---|
| Orgel Wealth Management, LLC | 2.513.374 $ | -26.135 $ | 2.539.509 $ | +97.723 $ | 2.441.786 $ | +534.054 $ | 1.907.732 $ | |
|---|
| SK Wealth Management, LLC | 2.088.256 $ | -450.159 $ | 2.538.415 $ | +87.238 $ | 2.451.177 $ | +753.422 $ | 1.697.755 $ | |
|---|
| apricus wealth, LLC | 2.421.404 $ | -107.140 $ | 2.528.544 $ | +183.837 $ | 2.344.707 $ | +575.182 $ | 1.769.525 $ | |
|---|
| PYA Waltman Capital, LLC | 1.998.318 $ | -525.134 $ | 2.523.452 $ | +125.409 $ | 2.398.043 $ | +669.372 $ | 1.728.671 $ | |
|---|
| Corundum Trust Company, INC | 2.318.474 $ | -183.224 $ | 2.501.698 $ | +43.498 $ | 2.458.200 $ | +496.412 $ | 1.961.788 $ | |
|---|
| OneAscent Wealth Management LLC | 2.176.258 $ | -325.406 $ | 2.501.664 $ | +2.499.846 $ | 1.818 $ | +692 $ | 1.126 $ | |
|---|
| Discipline Wealth Solutions, LLC | 2.501.216 $ | +252.745 $ | 2.248.471 $ | +435.742 $ | 1.812.729 $ | +798.649 $ | 1.014.080 $ | |
|---|
| Portus Wealth Advisors, LLC | 2.472.088 $ | -25.310 $ | 2.497.398 $ | | | | | |
|---|
| Cedar Mountain Advisors, LLC | 2.193.289 $ | -301.591 $ | 2.494.880 $ | +245.557 $ | 2.249.323 $ | +536.296 $ | 1.713.027 $ | |
|---|
| Pacific Center for Financial Services | 2.493.127 $ | +0 $ | 2.493.127 $ | | | | | |
|---|
| Advanced Portfolio Management, LLC | 2.207.725 $ | -283.985 $ | 2.491.710 $ | +85.738 $ | 2.405.972 $ | +590.211 $ | 1.815.761 $ | |
|---|
| Smart Portfolios, LLC | 2.486.290 $ | +79.894 $ | 2.406.396 $ | +121.792 $ | 2.284.604 $ | +554.807 $ | 1.729.797 $ | |
|---|
| Plan Group Financial, LLC | 1.676.968 $ | -807.565 $ | 2.484.533 $ | +357.881 $ | 2.126.652 $ | +534.107 $ | 1.592.545 $ | |
|---|
| Quantum Financial Planning Services, Inc. | 2.483.657 $ | +645.742 $ | 1.837.915 $ | +263.959 $ | 1.573.956 $ | +110.878 $ | 1.463.078 $ | |
|---|
| Comprehensive Wealth Management, LLC | 2.375.608 $ | -106.344 $ | 2.481.952 $ | +162.646 $ | 2.319.306 $ | +547.704 $ | 1.771.602 $ | |
|---|
| Asset Planning,Inc | 2.292.354 $ | -182.459 $ | 2.474.813 $ | +99.523 $ | 2.375.290 $ | +598.795 $ | 1.776.495 $ | |
|---|
| Code Waechter LLC | 2.314.105 $ | -160.254 $ | 2.474.359 $ | +179.829 $ | 2.294.530 $ | +2.292.835 $ | 1.695 $ | |
|---|
| Echo45 Advisors LLC | 2.406.132 $ | -68.155 $ | 2.474.287 $ | +85.734 $ | 2.388.553 $ | +524.042 $ | 1.864.511 $ | |
|---|
| M1 Capital Management LLC | 2.409.237 $ | -60.597 $ | 2.469.834 $ | +345.706 $ | 2.124.128 $ | +545.513 $ | 1.578.615 $ | |
|---|
| Hobbs Group Advisors, LLC | 2.131.880 $ | -336.271 $ | 2.468.151 $ | +83.328 $ | 2.384.823 $ | +722.089 $ | 1.662.734 $ | |
|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 520.203 $ | -36.825 $ | 557.028 $ | -1.909.767 $ | 2.466.795 $ | +606.700 $ | 1.860.095 $ | |
|---|
| Sterling Group Wealth Management, LLC | 2.460.930 $ | | | | | | | |
|---|
| IMZ Advisory Inc | 2.460.471 $ | | | | | | | |
|---|
| Alexis Investment Partners, LLC | 2.360.578 $ | -99.380 $ | 2.459.958 $ | +266.293 $ | 2.193.665 $ | +508.518 $ | 1.685.147 $ | |
|---|
| Shulman DeMeo Asset Management LLC | 2.288.217 $ | -163.769 $ | 2.451.986 $ | | | | | |
|---|
| BARNES PETTEY FINANCIAL ADVISORS, LLC | | | | | | | 2.446.799 $ | |
|---|
| Lion Street Advisors, LLC | | | 2.445.599 $ | | | | | |
|---|
| RESTON WEALTH MANAGEMENT LLC | | | 2.442.314 $ | +121.840 $ | 2.320.474 $ | | | |
|---|
| CATALYST PRIVATE WEALTH, LLC | 2.372.870 $ | -66.910 $ | 2.439.780 $ | +199.227 $ | 2.240.553 $ | +587.553 $ | 1.653.000 $ | |
|---|
| Tripletail Wealth Management, LLC | 2.187.897 $ | -251.783 $ | 2.439.680 $ | | | | | |
|---|
| Cypress Capital, LLC | 2.318.481 $ | -118.995 $ | 2.437.476 $ | +54.385 $ | 2.383.091 $ | +631.897 $ | 1.751.194 $ | |
|---|
| Intelligent Financial Strategies | 1.829.421 $ | -144.882 $ | 1.974.303 $ | -461.486 $ | 2.435.789 $ | +597.593 $ | 1.838.196 $ | |
|---|
| Prairiewood Capital, LLC | 2.002.554 $ | -425.975 $ | 2.428.529 $ | +177.395 $ | 2.251.134 $ | +628.087 $ | 1.623.047 $ | |
|---|
| Essential Planning, LLC. | 2.424.593 $ | +68.821 $ | 2.355.772 $ | | | | | |
|---|
| Aspen Wealth Management LLC | 2.350.596 $ | -58.796 $ | 2.409.392 $ | +135.380 $ | 2.274.012 $ | +559.448 $ | 1.714.564 $ | |
|---|
| ORBA Wealth Advisors, L.L.C. | 1.923.358 $ | -484.593 $ | 2.407.951 $ | | | | | |
|---|
| LOCKERMAN FINANCIAL GROUP, INC. | 681.905 $ | -1.723.455 $ | 2.405.360 $ | | | | | |
|---|
| Windsor Capital Management, LLC | 2.356.567 $ | -48.545 $ | 2.405.112 $ | +82.552 $ | 2.322.560 $ | +562.325 $ | 1.760.235 $ | |
|---|
| Hexagon Capital Partners LLC | | | | | | | 2.401.380 $ | |
|---|
| RETIREMENT GUYS FORMULA LLC | 2.249.205 $ | -139.247 $ | 2.388.452 $ | | | | | |
|---|
| A4 Wealth Advisors LLC | 1.347.849 $ | -1.038.496 $ | 2.386.345 $ | | | | | |
|---|
| NerdWallet Wealth Partners, LLC | 2.216.793 $ | -166.160 $ | 2.382.953 $ | | | | | |
|---|
| OxenFree Capital LLC | 2.199.773 $ | -180.554 $ | 2.380.327 $ | +139.861 $ | 2.240.466 $ | +620.476 $ | 1.619.990 $ | |
|---|
| ACCOUNT MANAGEMENT LLC | 2.222.234 $ | -157.746 $ | 2.379.980 $ | | | | | |
|---|
| Financial Synergies Wealth Advisors, Inc. | 2.379.544 $ | +291.590 $ | 2.087.954 $ | +110.684 $ | 1.977.270 $ | +685.777 $ | 1.291.493 $ | |
|---|
| Momentous Wealth Management, Inc. | 2.215.367 $ | -11.197 $ | 2.226.564 $ | -147.475 $ | 2.374.039 $ | +624.796 $ | 1.749.243 $ | |
|---|
| WETZEL INVESTMENT ADVISORS, INC. | 2.164.199 $ | -205.422 $ | 2.369.621 $ | +87.007 $ | 2.282.614 $ | | | |
|---|
| TLWM | 2.366.835 $ | | | | | | | |
|---|
| Guardian Financial Partners, LLC | 2.364.917 $ | | | | | | | |
|---|
| HANOVER ADVISORS INC | 2.159.847 $ | -202.523 $ | 2.362.370 $ | +93.683 $ | 2.268.687 $ | +553.905 $ | 1.714.782 $ | |
|---|
| Selective Wealth Management, Inc. | 2.213.712 $ | -143.332 $ | 2.357.044 $ | +43.759 $ | 2.313.285 $ | +512.998 $ | 1.800.287 $ | |
|---|
| Sheets Smith Investment Management | | | 2.356.737 $ | +743.636 $ | 1.613.101 $ | | | |
|---|
| Fortress Financial Solutions, LLC | 2.352.089 $ | +1.073.491 $ | 1.278.598 $ | +109.156 $ | 1.169.442 $ | +321.295 $ | 848.147 $ | |
|---|
| Trinity Financial Advisors LLC | 1.904.264 $ | -447.579 $ | 2.351.843 $ | +198.982 $ | 2.152.861 $ | +583.482 $ | 1.569.379 $ | |
|---|
| Geometric Wealth Advisors | 2.010.408 $ | -158.767 $ | 2.169.175 $ | -182.082 $ | 2.351.257 $ | +964.566 $ | 1.386.691 $ | |
|---|
| WBI INVESTMENTS, LLC | 1.156.713 $ | -522.015 $ | 1.678.728 $ | -486.687 $ | 2.165.415 $ | -183.445 $ | 2.348.860 $ | |
|---|
| Prospect Financial Group LLC | 2.288.006 $ | -54.682 $ | 2.342.688 $ | +87.928 $ | 2.254.760 $ | +515.954 $ | 1.738.806 $ | |
|---|
| ELEMENT POINTE ADVISORS, LLC | 2.284.900 $ | -57.051 $ | 2.341.951 $ | | | | | |
|---|
| North Forty Two & Co. | 2.151.625 $ | -181.222 $ | 2.332.847 $ | -6.970 $ | 2.339.817 $ | +536.443 $ | 1.803.374 $ | |
|---|
| Clearview Wealth Advisors LLC | 2.015.873 $ | -317.963 $ | 2.333.836 $ | | | | | |
|---|
| NIA IMPACT ADVISORS, LLC | | | | | | | 2.332.556 $ | |
|---|
| SHARPEPOINT LLC | 2.331.424 $ | +578.047 $ | | | | | 1.753.377 $ | |
|---|
| Brooklands Fund Management Ltd | 2.331.335 $ | +2.321.462 $ | 9.873 $ | -154.770 $ | 164.643 $ | +126.729 $ | 37.914 $ | |
|---|
| OPTIMAS CAPITAL Ltd | | | 2.330.775 $ | | | | | |
|---|
| Peterson Wealth Advisors, LLC | 2.225.741 $ | -93.223 $ | 2.318.964 $ | +137.596 $ | 2.181.368 $ | +612.474 $ | 1.568.894 $ | |
|---|
| Hansen & Associates Financial Group, Inc. | 2.032.793 $ | -281.937 $ | 2.314.730 $ | +52.252 $ | 2.262.478 $ | | | |
|---|
| Counterpoint Mutual Funds LLC | | | 2.310.057 $ | | | | | |
|---|
| Wiser Advisor Group LLC | 2.189.446 $ | -117.819 $ | 2.307.265 $ | +175.899 $ | 2.131.366 $ | +587.224 $ | 1.544.142 $ | |
|---|
| Marotta Asset Management | 1.932.090 $ | -373.836 $ | 2.305.926 $ | +101.479 $ | 2.204.447 $ | +109.519 $ | 2.094.928 $ | |
|---|
| Pachira Investments Inc. | 2.297.544 $ | +502.714 $ | 1.794.830 $ | +99.247 $ | 1.695.583 $ | +237.842 $ | 1.457.741 $ | |
|---|
| Payne Capital Management, LLC | 2.075.461 $ | -213.625 $ | 2.289.086 $ | | | | | |
|---|
| PROMETHIUM ADVISORS,LLC | 2.159.435 $ | -115.996 $ | 2.275.431 $ | +117.095 $ | 2.158.336 $ | +671.736 $ | 1.486.600 $ | |
|---|
| WESPAC Advisors, LLC | 2.275.423 $ | +368.402 $ | 1.907.021 $ | | | | | |
|---|
| Rock Point Advisors, LLC | 2.149.207 $ | -126.147 $ | 2.275.354 $ | +50.936 $ | 2.224.418 $ | +620.752 $ | 1.603.666 $ | |
|---|
| Cravens & Co Advisors, LLC | 1.986.227 $ | -289.127 $ | 2.275.354 $ | +85.755 $ | 2.189.599 $ | +526.997 $ | 1.662.602 $ | |
|---|
| Ironsides Asset Advisors, LLC | 2.176.417 $ | -97.485 $ | 2.273.902 $ | +129.997 $ | 2.143.905 $ | +486.905 $ | 1.657.000 $ | |
|---|
| Bell Investment Advisors, Inc | 2.112.936 $ | -156.203 $ | 2.269.139 $ | +11.395 $ | 2.257.744 $ | +675.475 $ | 1.582.269 $ | |
|---|
| Red Tortoise LLC | 1.557.589 $ | -708.661 $ | 2.266.250 $ | +144.014 $ | 2.122.236 $ | +520.628 $ | 1.601.608 $ | |
|---|
| CPA Asset Management Group, LLC | 2.259.775 $ | +624.801 $ | 1.634.974 $ | +67.821 $ | 1.567.153 $ | +378.809 $ | 1.188.344 $ | |
|---|
| PFG Private Wealth Management, LLC | 2.231.202 $ | +80.444 $ | 2.150.758 $ | -97.652 $ | 2.248.410 $ | +568.124 $ | 1.680.286 $ | |
|---|
| Pacific Capital Wealth Advisors, Inc. | 1.984.819 $ | -257.416 $ | 2.242.235 $ | | | | | |
|---|
| EQ WEALTH ADVISORS, LLC | | | 2.242.206 $ | | | | | |
|---|
| FSA Wealth Management LLC | | | 2.099.259 $ | -141.158 $ | 2.240.417 $ | +475.843 $ | 1.764.574 $ | |
|---|
| Verus Financial Partners, Inc. | 2.103.386 $ | -135.726 $ | 2.239.112 $ | +552.702 $ | 1.686.410 $ | +434.916 $ | 1.251.494 $ | |
|---|
| EHP Funds Inc. | 1.050.906 $ | -1.176.797 $ | 2.227.703 $ | | | | | |
|---|
| Strategic Financial Partners, Ltd. | 2.071.189 $ | -150.131 $ | 2.221.320 $ | +3.531 $ | 2.217.789 $ | +534.852 $ | 1.682.937 $ | |
|---|
| Archvest Wealth Advisors, Inc. | 2.221.300 $ | +247.700 $ | 1.973.600 $ | -229.963 $ | 2.203.563 $ | +585.067 $ | 1.618.496 $ | |
|---|
| Lakeshore Capital Group, Inc. | 2.067.576 $ | -153.232 $ | 2.220.808 $ | | | | | |
|---|
| Barnes Dennig Private Wealth Management LLC | 1.848.396 $ | -369.984 $ | 2.218.380 $ | +432.678 $ | 1.785.702 $ | +634.381 $ | 1.151.321 $ | |
|---|
| Illumine Investment Management, LLC | 1.992.514 $ | -219.133 $ | 2.211.647 $ | +87.706 $ | 2.123.941 $ | +526.657 $ | 1.597.284 $ | |
|---|
| Mayfair Advisory Group, LLC | 1.908.606 $ | -302.674 $ | 2.211.280 $ | | | | | |
|---|
| Planning Center, Inc. | 2.059.238 $ | -150.780 $ | 2.210.018 $ | +88.685 $ | 2.121.333 $ | +511.310 $ | 1.610.023 $ | |
|---|
| SFG Wealth Management, LLC. | 2.042.075 $ | -165.296 $ | 2.207.371 $ | | | | | |
|---|
| Private Capital Advisors, Inc. | 2.103.263 $ | -103.722 $ | 2.206.985 $ | +87.521 $ | 2.119.464 $ | +520.678 $ | 1.598.786 $ | |
|---|
| Armstrong, Fleming & Moore, Inc | 2.083.177 $ | -121.538 $ | 2.204.715 $ | | | | | |
|---|
| C M BIDWELL & ASSOCIATES LTD | 2.203.856 $ | +22.251 $ | 2.181.605 $ | +171.074 $ | 2.010.531 $ | +450.035 $ | 1.560.496 $ | |
|---|
| Castleview Partners, LLC | 2.178.708 $ | -22.580 $ | 2.201.288 $ | +99.233 $ | 2.102.055 $ | +213.844 $ | 1.888.211 $ | |
|---|
| CAP Partners, LLC | 2.046.289 $ | -154.054 $ | 2.200.343 $ | +103.421 $ | 2.096.922 $ | +520.656 $ | 1.576.266 $ | |
|---|
| Cedar Wealth Management, LLC | 2.195.835 $ | -3.595 $ | 2.199.430 $ | +80.755 $ | 2.118.675 $ | +505.469 $ | 1.613.206 $ | |
|---|
| Seed Wealth Management, Inc. | 1.662.202 $ | -533.388 $ | 2.195.590 $ | | | | | |
|---|
| SIERRA OCEAN, LLC | 1.905.926 $ | -287.570 $ | 2.193.496 $ | +4.415 $ | 2.189.081 $ | +562.532 $ | 1.626.549 $ | |
|---|
| Vantage Point Financial LLC | | | 2.193.165 $ | +216.220 $ | 1.976.945 $ | | | |
|---|
| 1620 INVESTMENT ADVISORS, INC. | 2.012.318 $ | -180.655 $ | 2.192.973 $ | +55.131 $ | 2.137.842 $ | +551.088 $ | 1.586.754 $ | |
|---|
| Tacita Capital Inc | 1.966.399 $ | -225.047 $ | 2.191.446 $ | +97.847 $ | 2.093.599 $ | +676.877 $ | 1.416.722 $ | |
|---|
| CLEAR INVESTMENT RESEARCH, LLC | 1.481.893 $ | -708.521 $ | 2.190.414 $ | +78.875 $ | 2.111.539 $ | +530.392 $ | 1.581.147 $ | |
|---|
| jvl associates llc | 1.975.184 $ | -209.097 $ | 2.184.281 $ | +125.916 $ | 2.058.365 $ | +530.528 $ | 1.527.837 $ | |
|---|
| Valued Retirements, Inc. | 2.084.478 $ | -89.367 $ | 2.173.845 $ | +0 $ | 2.173.845 $ | +516.152 $ | 1.657.693 $ | |
|---|
| Hartmann Taylor Wealth Management, LLC | 1.997.279 $ | -174.780 $ | 2.172.059 $ | +661.257 $ | | | 1.510.802 $ | |
|---|
| IVC Wealth Advisors LLC | 2.137.353 $ | -30.568 $ | 2.167.921 $ | | | | | |
|---|
| Wiser Wealth Management, Inc | 2.105.086 $ | -58.903 $ | 2.163.989 $ | +393.056 $ | 1.770.933 $ | +573.592 $ | 1.197.341 $ | |
|---|
| Redwood Financial Network Corp | 2.157.341 $ | -5.537 $ | 2.162.878 $ | +140.442 $ | 2.022.436 $ | +558.370 $ | 1.464.066 $ | |
|---|
| Grove Street Fiduciary, LLC | 1.887.569 $ | -270.211 $ | 2.157.780 $ | +85.570 $ | 2.072.210 $ | +504.957 $ | 1.567.253 $ | |
|---|
| Integrity Wealth Solutions LLC | 2.009.980 $ | -140.778 $ | 2.150.758 $ | +21.674 $ | 2.129.084 $ | +535.194 $ | 1.593.890 $ | |
|---|
| Capital Square, LLC | 1.892.672 $ | -257.735 $ | 2.150.407 $ | +14.714 $ | 2.135.693 $ | +557.059 $ | 1.578.634 $ | |
|---|
| Peak Financial Management, Inc. | 2.146.663 $ | | | | | | | |
|---|
| Morton Brown Family Wealth, LLC | 2.143.828 $ | +999.740 $ | 1.144.088 $ | -97.386 $ | 1.241.474 $ | +304.547 $ | 936.927 $ | |
|---|
| Oldfather Financial Services, LLC | 2.141.491 $ | +752.601 $ | 1.388.890 $ | +107.536 $ | 1.281.354 $ | +312.635 $ | 968.719 $ | |
|---|
| PIN OAK INVESTMENT ADVISORS INC | 1.740 $ | -2.128.748 $ | 2.130.488 $ | +2.128.985 $ | 1.503 $ | -2.202 $ | 3.705 $ | |
|---|
| RMR Capital Management, LLC | 1.986.227 $ | -140.994 $ | 2.127.221 $ | +84.358 $ | 2.042.863 $ | +501.136 $ | 1.541.727 $ | |
|---|
| Crane Advisory, LLC | 1.959.643 $ | -166.297 $ | 2.125.940 $ | | | | | |
|---|
| Narus Financial Partners, LLC | 1.971.431 $ | -140.264 $ | 2.111.695 $ | +259.160 $ | 1.852.535 $ | +519.462 $ | 1.333.073 $ | |
|---|
| GARDNER RUSSO & QUINN LLC | 1.791.812 $ | -23.603 $ | 1.815.415 $ | -293.603 $ | 2.109.018 $ | +374.716 $ | 1.734.302 $ | |
|---|
| REBALANCE, LLC | 2.107.430 $ | +17.701 $ | 2.089.729 $ | +95.612 $ | 1.994.117 $ | +487.992 $ | 1.506.125 $ | |
|---|
| Bernardo Wealth Planning LLC | 2.028.446 $ | -73.898 $ | 2.102.344 $ | +2.100.395 $ | 1.949 $ | +616 $ | 1.333 $ | |
|---|
| Clarion Wealth Managment Partners, LLC | 2.095.966 $ | +96.319 $ | 1.999.647 $ | | | | | |
|---|
| swisspartners Advisors Ltd | 309.171 $ | -23.126 $ | 332.297 $ | +14.323 $ | 317.974 $ | -1.775.586 $ | 2.093.560 $ | |
|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 1.954.792 $ | -138.762 $ | 2.093.554 $ | +83.023 $ | 2.010.531 $ | | | |
|---|
| ECLECTIC ASSOCIATES INC /ADV | 2.085.896 $ | | | | | | | |
|---|
| Frazier Financial Advisors, LLC | 2.002.645 $ | -79.835 $ | 2.082.480 $ | +6.227 $ | 2.076.253 $ | | | |
|---|
| Coordinated Financial Services, Inc. | | | | | 2.077.084 $ | | | |
|---|
| Sterling Financial Group, Inc. | | | 2.075.599 $ | +11.197 $ | 2.064.402 $ | +4.537 $ | 2.059.865 $ | |
|---|
| William B. Walkup & Associates, Inc. | 1.934.964 $ | -137.354 $ | 2.072.318 $ | +82.181 $ | 1.990.137 $ | +488.202 $ | 1.501.935 $ | |
|---|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1.934.480 $ | -137.320 $ | 2.071.800 $ | +82.160 $ | 1.989.640 $ | +488.080 $ | 1.501.560 $ | |
|---|
| DEFINED WEALTH MANAGEMENT, LLC | 1.973.126 $ | -97.524 $ | 2.070.650 $ | +646.714 $ | | | 1.423.936 $ | |
|---|
| DiNuzzo Private Wealth, Inc. | 1.983.974 $ | -85.520 $ | 2.069.494 $ | +40.389 $ | 2.029.105 $ | +238.367 $ | 1.790.738 $ | |
|---|
| Santori & Peters, Inc. | 1.928.175 $ | -126.196 $ | 2.054.371 $ | +81.735 $ | 1.972.636 $ | +484.120 $ | 1.488.516 $ | |
|---|
| CSS LLC/IL | 2.045.713 $ | +906.223 $ | 1.139.490 $ | | | | | |
|---|
| Towerpoint Wealth, LLC | 1.843.332 $ | -202.110 $ | 2.045.442 $ | +63.887 $ | 1.981.555 $ | +459.192 $ | 1.522.363 $ | |
|---|
| Astra Wealth Partners LLC | 2.042.585 $ | +12.103 $ | 2.030.482 $ | +171.612 $ | 1.858.870 $ | +635.488 $ | 1.223.382 $ | |
|---|
| Battery Global Advisors, LLC | 8.684 $ | -2.030.320 $ | 2.039.004 $ | +81.743 $ | 1.957.261 $ | +480.842 $ | 1.476.419 $ | |
|---|
| Integrity Investment Advisors, LLC | 2.032.792 $ | +228.194 $ | 1.804.598 $ | -60.025 $ | 1.864.623 $ | +631.210 $ | 1.233.413 $ | |
|---|
| VISIONARY HORIZONS, LLC | 1.954.057 $ | -77.300 $ | 2.031.357 $ | | | | | |
|---|
| Anfield Capital Management, LLC | 2.030.232 $ | +606.842 $ | 1.423.390 $ | +706.687 $ | 716.703 $ | +218.813 $ | 497.890 $ | |
|---|
| Williams & Novak, LLC | 2.029.145 $ | +377.092 $ | 1.652.053 $ | +377.888 $ | 1.274.165 $ | +110.154 $ | 1.164.011 $ | |
|---|
| Strategic Equity Management | 1.881.765 $ | -133.578 $ | 2.015.343 $ | -8.121 $ | 2.023.464 $ | +436.315 $ | 1.587.149 $ | |
|---|
| Creative Capital Management Investments LLC | 1.856.827 $ | -166.406 $ | 2.023.233 $ | +76.833 $ | 1.946.400 $ | +478.282 $ | 1.468.118 $ | |
|---|
| Private Wealth Management Group, LLC | 1.866.771 $ | -152.478 $ | 2.019.249 $ | +85.767 $ | 1.933.482 $ | +490.619 $ | 1.442.863 $ | |
|---|
| Basepoint Wealth LLC | 1.995.253 $ | -10.201 $ | 2.005.454 $ | +141.085 $ | 1.864.369 $ | +513.416 $ | 1.350.953 $ | |
|---|
| Nova R Wealth, Inc. | 1.600.964 $ | -399.895 $ | 2.000.859 $ | +211.911 $ | 1.788.948 $ | +403.629 $ | 1.385.319 $ | |
|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | | | 1.999.705 $ | +74.449 $ | 1.925.256 $ | +472.383 $ | 1.452.873 $ | |
|---|
| R Squared Ltd | 1.995.416 $ | +630.618 $ | 1.364.798 $ | +1.120.794 $ | | | 244.004 $ | |
|---|
| Wheelhouse Advisory Group LLC | 1.993.688 $ | +828.543 $ | 1.165.145 $ | +36.771 $ | 1.128.374 $ | +409.722 $ | 718.652 $ | |
|---|
| Blossom Wealth Management | 1.847.985 $ | -129.058 $ | 1.977.043 $ | | | | | |
|---|
| Handelsbanken Fonder AB | 1.818.698 $ | -150.524 $ | 1.969.222 $ | +73.833 $ | 1.895.389 $ | +558.333 $ | 1.337.056 $ | |
|---|
| Financial Network Wealth Advisors LLC | 1.901.617 $ | -67.127 $ | 1.968.744 $ | +83.053 $ | 1.885.691 $ | +470.091 $ | 1.415.600 $ | |
|---|
| Collaborative Wealth Managment Inc. | 1.965.915 $ | +1.020.231 $ | 945.684 $ | +21.619 $ | 924.065 $ | +230.465 $ | 693.600 $ | |
|---|
| Dougherty Wealth Advisers LLC | 1.756.024 $ | -208.042 $ | 1.964.066 $ | +364.893 $ | 1.599.173 $ | +392.294 $ | 1.206.879 $ | |
|---|
| Austin Wealth Management, LLC | 1.896.749 $ | -66.334 $ | 1.963.083 $ | | | | | |
|---|
| Saxony Capital Management, LLC | 1.841.126 $ | -118.630 $ | 1.959.756 $ | +135.607 $ | 1.824.149 $ | +423.392 $ | 1.400.757 $ | |
|---|
| Integrated Capital Management, LLC | 1.785.394 $ | -174.254 $ | 1.959.648 $ | +1.957.777 $ | 1.871 $ | +499 $ | 1.372 $ | |
|---|
| FSC Wealth Advisors, LLC | 396.085 $ | -1.554.139 $ | 1.950.224 $ | +67.087 $ | 1.883.137 $ | +459.860 $ | 1.423.277 $ | |
|---|
| SAGE ADVISORS, LLC | 1.841.421 $ | -103.603 $ | 1.945.024 $ | +29.987 $ | 1.915.037 $ | +224.168 $ | 1.690.869 $ | |
|---|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1.812.124 $ | -128.635 $ | 1.940.759 $ | | | | | |
|---|
| VISTA INVESTMENT MANAGEMENT | 1.812.259 $ | -128.126 $ | 1.940.385 $ | +34.669 $ | 1.905.716 $ | +359.406 $ | 1.546.310 $ | |
|---|
| Profit Investment Management, LLC | 1.125.384 $ | -79.885 $ | 1.205.269 $ | -733.635 $ | 1.938.904 $ | +432.839 $ | 1.506.065 $ | |
|---|
| Hardin Capital Partners, LLC | 1.938.673 $ | +282.444 $ | 1.656.229 $ | +152.969 $ | 1.503.260 $ | +5.421 $ | 1.497.839 $ | |
|---|
| Tenon Financial LLC | 1.818.951 $ | -111.259 $ | 1.930.210 $ | | | | | |
|---|
| Paladin Advisory Group, LLC | 1.798.583 $ | -77.432 $ | 1.876.015 $ | -53.438 $ | 1.929.453 $ | +475.943 $ | 1.453.510 $ | |
|---|
| NEW ENGLAND ASSET MANAGEMENT INC | 1.801.485 $ | -127.879 $ | 1.929.364 $ | | | | | |
|---|
| Arcus Capital Partners, LLC | | | 1.853.773 $ | -65.615 $ | 1.919.388 $ | | | |
|---|
| Spectrum Wealth Advisory Group, LLC | 1.807.736 $ | -111.284 $ | 1.919.020 $ | +39.615 $ | 1.879.405 $ | +459.782 $ | 1.419.623 $ | |
|---|
| Keystone Financial Services | | | | | 1.914.553 $ | +630.358 $ | 1.284.195 $ | |
|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.782.140 $ | -126.506 $ | 1.908.646 $ | +75.690 $ | 1.832.956 $ | +449.644 $ | 1.383.312 $ | |
|---|
| Demars Financial Group, LLC | 1.795.843 $ | -109.702 $ | 1.905.545 $ | +300.645 $ | 1.604.900 $ | +1.601.695 $ | 3.205 $ | |
|---|
| HighMark Wealth Management LLC | 1.794.226 $ | -110.197 $ | 1.904.423 $ | +53.692 $ | 1.850.731 $ | +678.142 $ | 1.172.589 $ | |
|---|
| ACT Advisors, LLC. | 1.774.558 $ | -129.365 $ | 1.903.923 $ | +129.377 $ | 1.774.546 $ | +449.326 $ | 1.325.220 $ | |
|---|
| Pingora Partners LLC | 1.757.959 $ | -142.918 $ | 1.900.877 $ | +75.382 $ | 1.825.495 $ | +442.183 $ | 1.383.312 $ | |
|---|
| Christensen, King & Associates Investment Services, Inc. | 1.697.033 $ | -201.615 $ | 1.898.648 $ | +416.097 $ | 1.482.551 $ | +325.356 $ | 1.157.195 $ | |
|---|
| VestGen Investment Management | 1.892.615 $ | +328.924 $ | 1.563.691 $ | +337.078 $ | 1.226.613 $ | -482.538 $ | 1.709.151 $ | |
|---|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1.772.664 $ | -119.454 $ | 1.892.118 $ | +81.965 $ | 1.810.153 $ | +435.670 $ | 1.374.483 $ | |
|---|
| Treasurer of the State of North Carolina | 1.658.569 $ | -219.575 $ | 1.878.144 $ | +17.343 $ | 1.860.801 $ | +539.763 $ | 1.321.038 $ | |
|---|
| CTC Alternative Strategies, Ltd. | 541.654 $ | -1.335.296 $ | | | | | 1.876.950 $ | |
|---|
| McNaughton Wealth Management, LLC | 1.870.843 $ | | | | | | | |
|---|
| Deseret Mutual Benefit Administrators | 1.746.352 $ | -123.965 $ | 1.870.317 $ | +72.180 $ | 1.798.137 $ | +441.102 $ | 1.357.035 $ | |
|---|
| Glaxis Capital Management, LLC | 1.257.412 $ | -607.208 $ | 1.864.620 $ | +571.354 $ | 1.293.266 $ | +317.252 $ | 976.014 $ | |
|---|
| Kooman & Associates | 1.694.964 $ | -167.969 $ | 1.862.933 $ | +75.369 $ | 1.787.564 $ | +448.269 $ | 1.339.295 $ | |
|---|
| Vermillion & White Wealth Management Group, LLC | 1.826.589 $ | -29.918 $ | 1.856.507 $ | +601.736 $ | | | 1.254.771 $ | |
|---|
| SWMG, LLC | 1.263.992 $ | -588.160 $ | 1.852.152 $ | +717.727 $ | | | 1.134.425 $ | |
|---|
| ALGEBRIS (UK) LTD | 759.155 $ | -1.091.098 $ | 1.850.253 $ | +505.390 $ | 1.344.863 $ | +1.003.252 $ | 341.611 $ | |
|---|
| INSTRUMENTAL WEALTH, LLC | 1.339.742 $ | -508.715 $ | 1.848.457 $ | +299.775 $ | 1.548.682 $ | +365.229 $ | 1.183.453 $ | |
|---|
| Caitlin John, LLC | 1.844.471 $ | +881.740 $ | 962.731 $ | +51.086 $ | 911.645 $ | +113.225 $ | 798.420 $ | |
|---|
| CROBAN | 1.679.516 $ | -150.866 $ | 1.830.382 $ | | | | | |
|---|
| KEB ASSET MANAGEMENT, LLC | 1.823.588 $ | +69.620 $ | 1.753.968 $ | +264.537 $ | 1.489.431 $ | +354.666 $ | 1.134.765 $ | |
|---|
| Zeit Capital LLC | 1.700.892 $ | -120.738 $ | 1.821.630 $ | -1.378 $ | 1.823.008 $ | +416.046 $ | 1.406.962 $ | |
|---|
| North Capital, Inc. | | | 1.820.396 $ | +136.732 $ | 1.683.664 $ | +389.272 $ | 1.294.392 $ | |
|---|
| Elite Life Management LLC | 1.671.986 $ | -135.845 $ | 1.807.831 $ | +105.153 $ | 1.702.678 $ | +530.302 $ | 1.172.376 $ | |
|---|
| PRESILIUM PRIVATE WEALTH, LLC | 1.642.592 $ | -164.735 $ | 1.807.327 $ | +49.318 $ | 1.758.009 $ | +472.575 $ | 1.285.434 $ | |
|---|
| RHS Financial, LLC | 1.594.943 $ | -206.449 $ | 1.801.392 $ | | | | | |
|---|
| Forthright Family Wealth Advisory LLC | 1.555.319 $ | -236.079 $ | 1.791.398 $ | +76.171 $ | 1.715.227 $ | +472.317 $ | 1.242.910 $ | |
|---|
| Tepp RIA, LLC | 1.788.732 $ | | | | | | | |
|---|
| Ackerman Capital Advisors, LLC | 1.665.587 $ | -118.233 $ | 1.783.820 $ | +70.740 $ | 1.713.080 $ | +422.489 $ | 1.290.591 $ | |
|---|
| Slocum, Gordon & Co LLP | 1.615.774 $ | -166.492 $ | 1.782.266 $ | +170.161 $ | 1.612.105 $ | +395.469 $ | 1.216.636 $ | |
|---|
| EARNEST PARTNERS LLC | 1.641.406 $ | -137.234 $ | 1.778.640 $ | +3.384 $ | 1.775.256 $ | +435.489 $ | 1.339.767 $ | |
|---|
| Range Financial Group LLC | 1.777.787 $ | +94.476 $ | 1.683.311 $ | +26.438 $ | 1.656.873 $ | +399.316 $ | 1.257.557 $ | |
|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | | | 1.774.445 $ | | | | | |
|---|
| IMPACTfolio, LLC | 1.654.731 $ | -117.461 $ | 1.772.192 $ | +70.780 $ | 1.701.412 $ | +413.621 $ | 1.287.791 $ | |
|---|
| Silver Coast Investments LLC | 1.653.721 $ | -117.909 $ | 1.771.630 $ | | | | | |
|---|
| INSIGHT 2811, INC. | 1.500.225 $ | -268.574 $ | 1.768.799 $ | | | | | |
|---|
| Sterling Financial Planning, Inc. | 1.644.402 $ | -123.644 $ | 1.768.046 $ | | | | | |
|---|
| FMB WEALTH MANAGEMENT | 1.647.234 $ | -116.626 $ | 1.763.860 $ | +63.226 $ | 1.700.634 $ | +456.435 $ | 1.244.199 $ | |
|---|
| Tanglewood Legacy Advisors, LLC | 1.566.434 $ | -196.747 $ | 1.763.181 $ | +485.845 $ | | | 1.277.336 $ | |
|---|
| West Financial Advisors, LLC | 1.368.034 $ | -393.164 $ | | | 1.761.198 $ | +433.542 $ | 1.327.656 $ | |
|---|
| Bay Capital Advisors, LLC | 1.662.453 $ | -86.376 $ | 1.748.829 $ | -8.709 $ | 1.757.538 $ | +405.267 $ | 1.352.271 $ | |
|---|
| Gibson Capital, LLC | 1.754.458 $ | +36.023 $ | 1.718.435 $ | +165.939 $ | 1.552.496 $ | +103.266 $ | 1.449.230 $ | |
|---|
| MASECO LLP | 1.525.285 $ | -224.739 $ | | | 1.750.024 $ | | | |
|---|
| AAF Wealth Management, LLC | 1.748.202 $ | +507.755 $ | 1.240.447 $ | | | | | |
|---|
| Turning Point Benefit Group, Inc. | 1.747.802 $ | +153.332 $ | 1.594.470 $ | +254.945 $ | 1.339.525 $ | +336.085 $ | 1.003.440 $ | |
|---|
| Post Resch Tallon Group Inc. | 1.744.901 $ | +42.917 $ | 1.701.984 $ | +98.832 $ | 1.603.152 $ | +380.725 $ | 1.222.427 $ | |
|---|
| Weil Company, Inc. | 1.579.688 $ | -163.991 $ | 1.743.679 $ | | | | | |
|---|
| Norman Fields, Gottscho Capital Management, LLC | 1.742.966 $ | +1.741.099 $ | 1.867 $ | +42 $ | 1.825 $ | +301 $ | 1.524 $ | |
|---|
| BROGAN FINANCIAL, INC. | 1.555.631 $ | -186.044 $ | 1.741.675 $ | | | | | |
|---|
| HBK INVESTMENTS L P | | | 880.515 $ | -860.420 $ | 1.740.935 $ | +343.733 $ | 1.397.202 $ | |
|---|
| Corient IA LLC | 1.209.050 $ | -85.825 $ | 1.294.875 $ | -446.060 $ | 1.740.935 $ | +727.382 $ | 1.013.553 $ | |
|---|
| Fidato Wealth LLC | 261.638 $ | -21.163 $ | 282.801 $ | -1.453.378 $ | | | 1.736.179 $ | |
|---|
| Gray Private Wealth, LLC | 1.664.015 $ | -69.412 $ | 1.733.427 $ | +114.521 $ | 1.618.906 $ | -36.802 $ | 1.655.708 $ | |
|---|
| Intergy Private Wealth, LLC | 1.733.363 $ | +137.101 $ | 1.596.262 $ | +94.750 $ | 1.501.512 $ | +648.091 $ | 853.421 $ | |
|---|
| OFC FINANCIAL PLANNING, LLC | 1.612.389 $ | -114.456 $ | 1.726.845 $ | +68.480 $ | 1.658.365 $ | +420.329 $ | 1.238.036 $ | |
|---|
| SYKON CAPITAL LLC | 1.706.224 $ | -17.004 $ | 1.723.228 $ | +1.262.622 $ | 460.606 $ | +152.786 $ | 307.820 $ | |
|---|
| Holland Advisory Services, Inc. | 1.605.428 $ | -112.935 $ | 1.718.363 $ | +172.464 $ | 1.545.899 $ | +574.969 $ | 970.930 $ | |
|---|
| REDW Wealth LLC | 1.548.948 $ | -167.792 $ | 1.716.740 $ | +156.762 $ | 1.559.978 $ | +353.513 $ | 1.206.465 $ | |
|---|
| Brand Asset Management Group, Inc. | 1.663.671 $ | -31.804 $ | 1.695.475 $ | +82.918 $ | 1.612.557 $ | -102.490 $ | 1.715.047 $ | |
|---|
| Aufman Associates Inc | 1.589.580 $ | -121.538 $ | 1.711.118 $ | +43.375 $ | 1.667.743 $ | +491.394 $ | 1.176.349 $ | |
|---|
| Blueshift Asset Management, LLC | 1.705.728 $ | +440.288 $ | | | | | 1.265.440 $ | |
|---|
| Virtus Investment Advisers, LLC | 1.701.859 $ | | | | | | | |
|---|
| Avid Wealth Partners LLC | 1.573.216 $ | -126.696 $ | 1.699.912 $ | +62.438 $ | 1.637.474 $ | +887.069 $ | 750.405 $ | |
|---|
| Core Wealth Advisors, Inc. | 1.462.454 $ | -237.247 $ | 1.699.701 $ | +447.503 $ | 1.252.198 $ | +460.439 $ | 791.759 $ | |
|---|
| Brown Financial Advisory | 1.610.677 $ | -88.437 $ | 1.699.114 $ | | | | | |
|---|
| Sage Investment Counsel LLC | 1.535.994 $ | -162.767 $ | 1.698.761 $ | | | | | |
|---|
| Bosman Wealth Management, LLC | | | | | | | 1.688.504 $ | |
|---|
| Vanguard Capital Wealth Advisors | 1.618.710 $ | -60.501 $ | 1.679.211 $ | | | | | |
|---|
| Smith & Howard Wealth Management, LLC | 952.248 $ | -164.452 $ | 1.116.700 $ | -552.111 $ | 1.668.811 $ | +340.681 $ | 1.328.130 $ | |
|---|
| Single Point Partners, LLC | 1.464.737 $ | -199.197 $ | 1.663.934 $ | +1.662.138 $ | 1.796 $ | +327 $ | 1.469 $ | |
|---|
| Flower City Capital | 1.553.540 $ | -109.243 $ | 1.662.783 $ | +207.132 $ | 1.455.651 $ | +332.741 $ | 1.122.910 $ | |
|---|
| Reyes Financial Architecture, Inc. | 1.548.409 $ | -95.304 $ | 1.643.713 $ | -18.355 $ | 1.662.068 $ | +624.364 $ | 1.037.704 $ | |
|---|
| Global Wealth Strategies & Associates | 1.574.904 $ | -86.374 $ | 1.661.278 $ | +265.539 $ | 1.395.739 $ | +190.737 $ | 1.205.002 $ | |
|---|
| Gimbal Financial | | | 1.657.156 $ | +184.805 $ | 1.472.351 $ | +375.991 $ | 1.096.360 $ | |
|---|
| ALTERNA WEALTH MANAGEMENT, INC | 920.361 $ | -90.677 $ | 1.011.038 $ | -523.969 $ | 1.535.007 $ | -117.084 $ | 1.652.091 $ | |
|---|
| ODonnell Financial Services, LLC | 1.529.281 $ | -111.691 $ | 1.640.972 $ | | | | | |
|---|
| Marshall & Sterling Wealth Advisors Inc. | 1.272.074 $ | -364.996 $ | 1.637.070 $ | +329.348 $ | | | 1.307.722 $ | |
|---|
| Plum Street Advisors, LLC | 1.520.018 $ | -81.483 $ | 1.601.501 $ | -34.978 $ | 1.636.479 $ | +440.111 $ | 1.196.368 $ | |
|---|
| Miller Financial Services LLC | 1.168.486 $ | -466.362 $ | 1.634.848 $ | +48.519 $ | 1.586.329 $ | +380.965 $ | 1.205.364 $ | |
|---|
| Bear Mountain Capital, Inc. | 1.379.575 $ | -254.868 $ | 1.634.443 $ | +21.971 $ | 1.612.472 $ | +352.102 $ | 1.260.370 $ | |
|---|
| Parker Financial LLC | 1.424.336 $ | -97.438 $ | 1.521.774 $ | -104.260 $ | 1.626.034 $ | +388.374 $ | 1.237.660 $ | |
|---|
| KilterHowling LLC | 1.574.007 $ | -47.033 $ | 1.621.040 $ | +117.974 $ | 1.503.066 $ | +179.712 $ | 1.323.354 $ | |
|---|
| WEALTHGARDEN F.S. LLC | 1.466.885 $ | -153.769 $ | 1.620.654 $ | | | | | |
|---|
| CBIZ Investment Advisory Services, LLC | 1.619.930 $ | +394.569 $ | 1.225.361 $ | +113.942 $ | 1.111.419 $ | +354.174 $ | 757.245 $ | |
|---|
| Lutz Financial Services LLC | 1.459.082 $ | -156.922 $ | 1.616.004 $ | +41.701 $ | 1.574.303 $ | +437.997 $ | 1.136.306 $ | |
|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1.380.735 $ | -201.084 $ | 1.581.819 $ | -31.282 $ | 1.613.101 $ | +369.434 $ | 1.243.667 $ | |
|---|
| Wealth Advisors Northwest LLC | 1.365.390 $ | -242.374 $ | 1.607.764 $ | +87.213 $ | 1.520.551 $ | +522.850 $ | 997.701 $ | |
|---|
| Clayton Financial Group LLC | 811.492 $ | +354.660 $ | 456.832 $ | -1.142.748 $ | | | 1.599.580 $ | |
|---|
| 25 LLC | 1.542.907 $ | -51.285 $ | 1.594.192 $ | +138.981 $ | 1.455.211 $ | +426.548 $ | 1.028.663 $ | |
|---|
| Dakota Community Bank & Trust NA | 1.585.790 $ | +19.509 $ | 1.566.281 $ | +71.564 $ | 1.494.717 $ | +454.136 $ | 1.040.581 $ | |
|---|
| Financial Enhancement Group LLC | 1.355.114 $ | -227.380 $ | 1.582.494 $ | +98.209 $ | 1.484.285 $ | +437.922 $ | 1.046.363 $ | |
|---|
| Ground Swell Capital, LLC | | | 1.580.265 $ | | | | | |
|---|
| Kendall Capital Management | 1.576.601 $ | +392.550 $ | 1.184.051 $ | +59.904 $ | 1.124.147 $ | +286.652 $ | 837.495 $ | |
|---|
| Bonfire Financial | 1.494.100 $ | -79.800 $ | 1.573.900 $ | +213.301 $ | 1.360.599 $ | +855.471 $ | 505.128 $ | |
|---|
| UHLMANN PRICE SECURITIES, LLC | 1.460.927 $ | -103.484 $ | 1.564.411 $ | | | | | |
|---|
| Wealth Forward, LLC | 1.563.060 $ | +293.565 $ | 1.269.495 $ | +79.193 $ | 1.190.302 $ | +378.709 $ | 811.593 $ | |
|---|
| De Lisle Partners LLP | 1.450.860 $ | -102.990 $ | 1.553.850 $ | +61.620 $ | 1.492.230 $ | +366.060 $ | 1.126.170 $ | |
|---|
| SWS Partners | 1.281.806 $ | -76.971 $ | 1.358.777 $ | -193.056 $ | 1.551.833 $ | +242.519 $ | 1.309.314 $ | |
|---|
| Tidemark, LLC | 1.530.772 $ | -19.245 $ | 1.550.017 $ | | | | | |
|---|
| VISION FINANCIAL MARKETS LLC | 1.471.500 $ | -73.445 $ | 1.544.945 $ | +64.091 $ | 1.480.854 $ | +361.655 $ | 1.119.199 $ | |
|---|
| Lowe Wealth Advisors, LLC | | | 1.542.709 $ | +51.330 $ | 1.491.379 $ | +357.296 $ | 1.134.083 $ | |
|---|
| Sprinkle Financial Consultants LLC | 1.539.787 $ | | | | | | | |
|---|
| Austin Asset Management Co Inc | 1.433.639 $ | -104.876 $ | 1.538.515 $ | | | | | |
|---|
| GGM Financials LLC | 1.404.726 $ | -131.826 $ | 1.536.552 $ | | | | | |
|---|
| Financial Guidance Group, Inc. | 1.530.657 $ | -2.475 $ | 1.533.132 $ | | | | | |
|---|
| Daiwa Securities Group Inc. | 1.530.044 $ | +34.100 $ | 1.495.944 $ | +171.107 $ | 1.324.837 $ | +366.036 $ | 958.801 $ | |
|---|
| Fiscal Wisdom Wealth Management, LLC | 1.394.545 $ | -135.470 $ | 1.530.015 $ | | | | | |
|---|
| VERUS WEALTH MANAGEMENT, LLC | 1.182.451 $ | -339.804 $ | 1.522.255 $ | +73.300 $ | 1.448.955 $ | +345.683 $ | 1.103.272 $ | |
|---|
| Cushing Capital Partners, LLC | 1.337.568 $ | -182.302 $ | 1.519.870 $ | | | | | |
|---|
| PLANNING DIRECTIONS INC | 1.395.253 $ | -123.452 $ | 1.518.705 $ | | | | | |
|---|
| Gallacher Capital Management LLC | 1.402.625 $ | -113.376 $ | 1.516.001 $ | +271.264 $ | 1.244.737 $ | +123.659 $ | 1.121.078 $ | |
|---|
| Beckerman Institutional, LLC | 1.415.944 $ | -100.041 $ | 1.515.985 $ | +1.515.022 $ | 963 $ | +252 $ | 711 $ | |
|---|
| True Link Financial Advisors, LLC | 1.515.665 $ | +312.467 $ | 1.203.198 $ | +32.792 $ | 1.170.406 $ | +283.735 $ | 886.671 $ | |
|---|
| Blake Schutter Theil Wealth Advisors, LLC | 1.419.847 $ | -93.082 $ | 1.512.929 $ | +9.146 $ | 1.503.783 $ | +368.446 $ | 1.135.337 $ | |
|---|
| Arlington Capital Management, Inc. | 1.371.920 $ | -139.158 $ | 1.511.078 $ | +106.037 $ | 1.405.041 $ | +308.200 $ | 1.096.841 $ | |
|---|
| Corus Family Wealth Advisors | 1.509.580 $ | +17.160 $ | 1.492.420 $ | +146.407 $ | 1.346.013 $ | +582.078 $ | 763.935 $ | |
|---|
| One Wealth Map LLC | 1.363.925 $ | -145.539 $ | 1.509.464 $ | +3.011 $ | 1.506.453 $ | +585.821 $ | 920.632 $ | |
|---|
| COLUMBIA ADVISORY PARTNERS LLC | 1.217.419 $ | -117.793 $ | 1.335.212 $ | -170.784 $ | 1.505.996 $ | +377.077 $ | 1.128.919 $ | |
|---|
| OPTIMA CAPITAL LLC | 1.384.999 $ | -120.315 $ | 1.505.314 $ | +94.820 $ | 1.410.494 $ | +436.344 $ | 974.150 $ | |
|---|
| Tandem Wealth Advisors LLC | 1.501.156 $ | +139.983 $ | 1.361.173 $ | | | | | |
|---|
| Second Half Financial Partners, LLC | 1.408.755 $ | -86.534 $ | 1.495.289 $ | +29.950 $ | 1.465.339 $ | +269.456 $ | 1.195.883 $ | |
|---|
| Copley Financial Group, Inc. | 1.328.988 $ | -119.718 $ | 1.448.706 $ | -40.540 $ | 1.489.246 $ | +287.247 $ | 1.201.999 $ | |
|---|
| CHIRON CAPITAL MANAGEMENT, LLC | | | 1.489.106 $ | +5.332 $ | 1.483.774 $ | +280.649 $ | 1.203.125 $ | |
|---|
| VESTIA PERSONAL WEALTH ADVISORS | 1.293.703 $ | -195.350 $ | 1.489.053 $ | +207.224 $ | 1.281.829 $ | +382.388 $ | 899.441 $ | |
|---|
| Abich Financial Wealth Management LLC | | | 1.484.828 $ | | | | | |
|---|
| Trinity Wealth Management, LLC | 1.483.990 $ | | | | | | | |
|---|
| Stegent Equity Advisors, Inc. | 1.340.792 $ | -140.757 $ | 1.481.549 $ | | | | | |
|---|
| WPWealth LLP | 1.476.975 $ | +68.669 $ | 1.408.306 $ | +64.802 $ | 1.343.504 $ | +352.474 $ | 991.030 $ | |
|---|
| SwitchPoint Financial Planning, LLC | 1.446.849 $ | -28.687 $ | 1.475.536 $ | +103.179 $ | 1.372.357 $ | +500.219 $ | 872.138 $ | |
|---|
| 21 West Wealth Management LLC | 1.358.005 $ | -114.527 $ | 1.472.532 $ | +13.131 $ | 1.459.401 $ | | | |
|---|
| Brightwater Advisory LLC | 1.369.612 $ | -101.366 $ | 1.470.978 $ | +54.354 $ | 1.416.624 $ | +426.345 $ | 990.279 $ | |
|---|
| Stewardship Advisors, LLC | 1.463.918 $ | +151.433 $ | 1.312.485 $ | +91.841 $ | 1.220.644 $ | +201.085 $ | 1.019.559 $ | |
|---|
| Waterford Advisors, LLC | 1.320.283 $ | -136.989 $ | 1.457.272 $ | +75.355 $ | 1.381.917 $ | +339.122 $ | 1.042.795 $ | |
|---|
| Chris Bulman Inc | 1.305.844 $ | +34.832 $ | 1.271.012 $ | -185.323 $ | 1.456.335 $ | +444.762 $ | 1.011.573 $ | |
|---|
| Tilson Financial Group, Inc. | 1.357.757 $ | -97.808 $ | 1.455.565 $ | +1.454.288 $ | 1.277 $ | +387 $ | 890 $ | |
|---|
| Valtrion Capital Management, LLC | 1.453.952 $ | +67.412 $ | 1.386.540 $ | | | | | |
|---|
| Pollock Investment Advisors, LLC | 1.344.464 $ | -108.386 $ | 1.452.850 $ | +68.061 $ | 1.384.789 $ | +265.751 $ | 1.119.038 $ | |
|---|
| Mizuho Securities Co. Ltd. | 7.254 $ | -3.105 $ | 10.359 $ | -1.442.078 $ | 1.452.437 $ | +1.324.804 $ | 127.633 $ | |
|---|
| JMAC ENTERPRISES LLC | 1.347.473 $ | -95.651 $ | 1.443.124 $ | | | | | |
|---|
| DEAN INVESTMENT ASSOCIATES, LLC | 1.324.635 $ | -117.856 $ | 1.442.491 $ | +40.292 $ | 1.402.199 $ | +337.218 $ | 1.064.981 $ | |
|---|
| Main Line Retirement Advisors, LLC | 1.343.549 $ | -93.826 $ | 1.437.375 $ | +58.298 $ | 1.379.077 $ | +355.407 $ | 1.023.670 $ | |
|---|
| Ipsen Advisor Group LLC | 1.305.546 $ | -126.260 $ | 1.431.806 $ | | | | | |
|---|
| Cyr Financial Inc. | 1.383.380 $ | -45.058 $ | 1.428.438 $ | | | | | |
|---|
| TSA Wealth Managment LLC | 1.288.847 $ | -135.516 $ | 1.424.363 $ | +166.911 $ | 1.257.452 $ | +450.739 $ | 806.713 $ | |
|---|
| denkapparat Operations GmbH | 1.422.810 $ | +84.427 $ | 1.338.383 $ | +53.076 $ | 1.285.307 $ | +714.714 $ | 570.593 $ | |
|---|
| Marathon Mission, Inc. | 1.233.231 $ | -87.542 $ | 1.320.773 $ | -100.327 $ | 1.421.100 $ | +377.891 $ | 1.043.209 $ | |
|---|
| American Capital Advisory, LLC | 1.314.589 $ | -103.796 $ | 1.418.385 $ | +101.897 $ | 1.316.488 $ | +332.639 $ | 983.849 $ | |
|---|
| FFG Partners, LLC | 1.325.190 $ | -90.904 $ | 1.416.094 $ | | | | | |
|---|
| Signature Resources Capital Management, LLC | 1.353.563 $ | -60.626 $ | 1.414.189 $ | +31.944 $ | 1.382.245 $ | +375.697 $ | 1.006.548 $ | |
|---|
| Red Mountain Financial, LLC | 1.174.239 $ | -235.310 $ | 1.409.549 $ | +45.440 $ | 1.364.109 $ | +335.174 $ | 1.028.935 $ | |
|---|
| EPIQ PARTNERS, LLC | 1.313.512 $ | -93.240 $ | 1.406.752 $ | +55.786 $ | 1.350.966 $ | +331.407 $ | 1.019.559 $ | |
|---|
| Northwest Quadrant Wealth Management, LLC | 1.311.732 $ | -90.516 $ | 1.402.248 $ | +95.073 $ | 1.307.175 $ | +322.327 $ | 984.848 $ | |
|---|
| GreatBanc Trust CO | 1.309.160 $ | -92.931 $ | 1.402.091 $ | | | | | |
|---|
| FFT WEALTH MANAGEMENT LLC | 1.268.052 $ | -100.372 $ | 1.368.424 $ | -26.906 $ | 1.395.330 $ | +447.470 $ | 947.860 $ | |
|---|
| Peirce Capital Management, LLC | 1.395.328 $ | | | | | | | |
|---|
| Level Financial Advisors | 1.099.651 $ | -292.405 $ | 1.392.056 $ | +58.795 $ | 1.333.261 $ | +334.657 $ | 998.604 $ | |
|---|
| Tumwater Wealth Management, LLC | 1.172.779 $ | -156.799 $ | 1.329.578 $ | -57.816 $ | 1.387.394 $ | +326.974 $ | 1.060.420 $ | |
|---|
| REXFORD CAPITAL INC | 1.305.290 $ | -75.047 $ | 1.380.337 $ | +108.957 $ | 1.271.380 $ | | | |
|---|
| Philip James Wealth Mangement, LLC | 1.334.977 $ | -44.331 $ | 1.379.308 $ | +109.430 $ | 1.269.878 $ | +344.975 $ | 924.903 $ | |
|---|
| Defender Capital, LLC. | 1.378.684 $ | +17.640 $ | | | 1.361.044 $ | +338.045 $ | 1.022.999 $ | |
|---|
| Seros Financial, LLC | 1.325.507 $ | -37.107 $ | 1.362.614 $ | -10.121 $ | 1.372.735 $ | +334.406 $ | 1.038.329 $ | |
|---|
| Lloyd Advisory Services, LLC. | 494.536 $ | -876.797 $ | 1.371.333 $ | +142.214 $ | 1.229.119 $ | | | |
|---|
| Independence Financial Advisors, LLC | 1.263.541 $ | -82.616 $ | 1.346.157 $ | -24.077 $ | 1.370.234 $ | +315.935 $ | 1.054.299 $ | |
|---|
| PORTLAND INVESTMENT COUNSEL INC. | 1.285.485 $ | -80.349 $ | 1.365.834 $ | +54.164 $ | 1.311.670 $ | +509.462 $ | 802.208 $ | |
|---|
| Retirement Wealth Solutions LLC | 1.267.243 $ | -94.223 $ | 1.361.466 $ | +54.764 $ | 1.306.702 $ | +308.397 $ | 998.305 $ | |
|---|
| Boulder Wealth Advisors, LLC | 1.304.986 $ | -53.927 $ | 1.358.913 $ | +330.747 $ | | | 1.028.166 $ | |
|---|
| Kassira Wealth Management LLC | 1.357.044 $ | +90.138 $ | 1.266.906 $ | | | | | |
|---|
| Sensible Money, LLC | 1.237.090 $ | -114.173 $ | 1.351.263 $ | | | | | |
|---|
| Bright Futures Wealth Management, LLC. | 1.295.357 $ | -55.351 $ | 1.350.708 $ | +531.322 $ | | | 819.386 $ | |
|---|
| Seaside Wealth Management, Inc. | 1.348.494 $ | | | | | | | |
|---|
| Quaker Wealth Management, LLC | 1.283.589 $ | -59.960 $ | 1.343.549 $ | +53.653 $ | 1.289.896 $ | +331.945 $ | 957.951 $ | |
|---|
| Bravias Capital Group, LLC | 880.529 $ | -452.625 $ | 1.333.154 $ | | | | | |
|---|
| DORVAL Corp | 1.202.533 $ | -130.405 $ | 1.332.938 $ | | | | | |
|---|
| DOPKINS WEALTH MANAGEMENT, LLC | 1.242.527 $ | -88.187 $ | 1.330.714 $ | +68.204 $ | 1.262.510 $ | +309.717 $ | 952.793 $ | |
|---|
| Partners in Financial Planning | 1.253.827 $ | -76.562 $ | 1.330.389 $ | +52.768 $ | 1.277.621 $ | +313.421 $ | 964.200 $ | |
|---|
| Family Legacy Financial Solutions, LLC | 1.330 $ | -1.328.129 $ | 1.329.459 $ | +95.062 $ | 1.234.397 $ | | | |
|---|
| Stephens Consulting, LLC | 1.058.774 $ | +24.714 $ | 1.034.060 $ | -290.908 $ | 1.324.968 $ | +295.657 $ | 1.029.311 $ | |
|---|
| AJ Advisors, LLC | 1.188.577 $ | -135.574 $ | 1.324.151 $ | | | | | |
|---|
| Nicholson Meyer Capital Management, Inc. | 1.139.179 $ | -183.354 $ | 1.322.533 $ | | | | | |
|---|
| O'Connor Financial Group LLC | 1.203.548 $ | -112.045 $ | 1.315.593 $ | +73.481 $ | 1.242.112 $ | +387.349 $ | 854.763 $ | |
|---|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 1.314.963 $ | +578.438 $ | 736.525 $ | +74.970 $ | 661.555 $ | +190.441 $ | 471.114 $ | |
|---|
| WJ Financial Advisors LLC | 1.256.462 $ | -58.108 $ | 1.314.570 $ | | | | | |
|---|
| INKWELL CAPITAL LLC | 1.205.443 $ | -100.558 $ | 1.306.001 $ | +48.336 $ | 1.257.665 $ | +308.540 $ | 949.125 $ | |
|---|
| Wealth Management Strategies, Inc. | 1.217.488 $ | -88.257 $ | 1.305.745 $ | +361.052 $ | | | 944.693 $ | |
|---|
| Sharper & Granite LLC | 1.211.952 $ | -88.620 $ | 1.300.572 $ | | | | | |
|---|
| Stuart Chaussee & Associates, Inc. | | | 1.297.983 $ | | | | | |
|---|
| LECAP ASSET MANAGEMENT LTD | | | 1.296.429 $ | +846.273 $ | 450.156 $ | | | |
|---|
| Note Advisors, LLC | 1.110.091 $ | -184.185 $ | 1.294.276 $ | +417.621 $ | 876.655 $ | +183.560 $ | 693.095 $ | |
|---|
| Burk Holdings LLC | 1.291.265 $ | +156.437 $ | 1.134.828 $ | +40.029 $ | 1.094.799 $ | +267.815 $ | 826.984 $ | |
|---|
| Lauterbach Financial Advisors, LLC | 1.284.087 $ | +117.628 $ | 1.166.459 $ | +11.456 $ | 1.155.003 $ | +165.081 $ | 989.922 $ | |
|---|
| Bryant Woods Investment Advisors, LLC | 1.115.901 $ | -165.088 $ | 1.280.989 $ | | | | | |
|---|
| Randall & Associates Wealth Management | 1.268.535 $ | +267.856 $ | 1.000.679 $ | | | | | |
|---|
| Orin Green Financial, LLC | 1.181.000 $ | -83.834 $ | 1.264.834 $ | +70.553 $ | 1.194.281 $ | +427.200 $ | 767.081 $ | |
|---|
| Richmond Brothers, Inc. | 1.095.738 $ | -87.257 $ | 1.182.995 $ | -80.920 $ | 1.263.915 $ | +105.644 $ | 1.158.271 $ | |
|---|
| TAGStone Capital, Inc. | 1.261.225 $ | +45.127 $ | 1.216.098 $ | -8.338 $ | 1.224.436 $ | +1.223.632 $ | 804 $ | |
|---|
| Hill Investment Group Partners, LLC | 1.183.418 $ | -77.272 $ | 1.260.690 $ | +50.989 $ | 1.209.701 $ | | | |
|---|
| Timonier Family Office, LTD. | 886.959 $ | -373.731 $ | 1.260.690 $ | +49.994 $ | 1.210.696 $ | +296.997 $ | 913.699 $ | |
|---|
| Resolute Advisors LLC | 886.475 $ | -62.927 $ | 949.402 $ | -309.045 $ | 1.258.447 $ | +474.257 $ | 784.190 $ | |
|---|
| TPG Financial Advisors, LLC | 1.247.256 $ | -6.183 $ | 1.253.439 $ | +18.867 $ | 1.234.572 $ | +314.866 $ | 919.706 $ | |
|---|
| Wealth Group Ltd | 1.249.918 $ | +28.849 $ | 1.221.069 $ | +84.236 $ | 1.136.833 $ | +272.120 $ | 864.713 $ | |
|---|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 599.205 $ | -112.458 $ | 711.663 $ | -195.727 $ | 907.390 $ | -335.237 $ | 1.242.627 $ | |
|---|
| America First Investment Advisors, LLC | 880.350 $ | -356.489 $ | 1.236.839 $ | +50.210 $ | 1.186.629 $ | +254.813 $ | 931.816 $ | |
|---|
| Lighthouse Wealth Management Inc. | 1.140.919 $ | -95.403 $ | 1.236.322 $ | +73.977 $ | 1.162.345 $ | +319.359 $ | 842.986 $ | |
|---|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 1.106.247 $ | -78.173 $ | 1.184.420 $ | -51.717 $ | 1.236.137 $ | +377.624 $ | 858.513 $ | |
|---|
| OAK FAMILY ADVISORS, LLC | | | | | | | 1.233.907 $ | |
|---|
| CMC Financial Group | 1.141.056 $ | -91.146 $ | 1.232.202 $ | +33.984 $ | 1.198.218 $ | +287.628 $ | 910.590 $ | |
|---|
| Financial Symmetry Inc | 1.165.102 $ | -66.709 $ | 1.231.811 $ | +116.102 $ | 1.115.709 $ | +270.705 $ | 845.004 $ | |
|---|
| Capasso Planning Partners LLC | 1.227.290 $ | | | | | | | |
|---|
| Stephens Investment Management Group LLC | 842.950 $ | +29.251 $ | 813.699 $ | -412.417 $ | 1.226.116 $ | +278.632 $ | 947.484 $ | |
|---|
| Sound Stewardship, LLC | 956.911 $ | -265.565 $ | 1.222.476 $ | +32.066 $ | 1.190.410 $ | +292.022 $ | 898.388 $ | |
|---|
| Copia Wealth Management | 1.166.491 $ | -51.209 $ | 1.217.700 $ | +207.958 $ | 1.009.742 $ | +237.940 $ | 771.802 $ | |
|---|
| Decker Retirement Planning Inc. | 1.117.672 $ | -99.926 $ | 1.217.598 $ | +602.946 $ | 614.652 $ | +243.916 $ | 370.736 $ | |
|---|
| Cypress Capital Management LLC (WY) | 1.109.424 $ | -106.723 $ | 1.216.147 $ | +16.394 $ | 1.199.753 $ | +270.287 $ | 929.466 $ | |
|---|
| DAHRING | CUSMANO LLC | 865.755 $ | -349.828 $ | 1.215.583 $ | | | | | |
|---|
| RiverGlades Family Offices LLC | | | 1.212.003 $ | +48.063 $ | 1.163.940 $ | +300.543 $ | 863.397 $ | |
|---|
| Custos Family Office, LLC | 1.131.205 $ | -79.252 $ | 1.210.457 $ | +153.335 $ | 1.057.122 $ | +496.142 $ | 560.980 $ | |
|---|
| Cardano Risk Management B.V. | 1.139.808 $ | -70.598 $ | 1.210.406 $ | +77.159 $ | 1.133.247 $ | +303.426 $ | 829.821 $ | |
|---|
| Presper Financial Architects, LLC | 1.074.189 $ | -135.196 $ | 1.209.385 $ | +1.208.260 $ | 1.125 $ | | | |
|---|
| Meredith Wealth Planning | 1.146.514 $ | -62.282 $ | 1.208.796 $ | +10.462 $ | 1.198.334 $ | +297.641 $ | 900.693 $ | |
|---|
| Advantage Trust Co | 642.248 $ | -511.745 $ | 1.153.993 $ | -53.719 $ | 1.207.712 $ | +559.038 $ | 648.674 $ | |
|---|
| Fortis Advisors, LLC | 1.126.351 $ | -80.990 $ | 1.207.341 $ | | | | | |
|---|
| Persium Advisors, LLC | 1.202.763 $ | -3.543 $ | 1.206.306 $ | +51.817 $ | 1.154.489 $ | +271.196 $ | 883.293 $ | |
|---|
| DLD Asset Management, LP | 1.205.693 $ | +998.513 $ | 207.180 $ | | | | | |
|---|
| MCMORGAN & CO LLC | | | 1.205.283 $ | +55.756 $ | 1.149.527 $ | +420.885 $ | 728.642 $ | |
|---|
| Binnacle Investments Inc | | | 1.204.752 $ | +96.523 $ | 1.108.229 $ | +349.568 $ | 758.661 $ | |
|---|
| Chico Wealth RIA | 1.199.986 $ | +75.996 $ | 1.123.990 $ | +25.254 $ | 1.098.736 $ | +316.817 $ | 781.919 $ | |
|---|
| BWM Planning, LLC | 1.161.610 $ | -36.592 $ | 1.198.202 $ | +157.683 $ | 1.040.519 $ | +295.232 $ | 745.287 $ | |
|---|
| Cannon Financial Strategists, Inc. | 1.164.451 $ | -30.822 $ | 1.195.273 $ | +93.864 $ | 1.101.409 $ | +264.931 $ | 836.478 $ | |
|---|
| McMill Wealth Management | 1.114.260 $ | -79.097 $ | 1.193.357 $ | +45.637 $ | 1.147.720 $ | +298.212 $ | 849.508 $ | |
|---|
| REAP Financial Group, LLC | 1.102.270 $ | -5.084 $ | 1.107.354 $ | -84.592 $ | 1.191.946 $ | +472.359 $ | 719.587 $ | |
|---|
| Dominguez Wealth Management Solutions, Inc. | 1.191.502 $ | -326 $ | 1.191.828 $ | +70.926 $ | 1.120.902 $ | +347.975 $ | 772.927 $ | |
|---|
| Stanich Group LLC | 1.111.378 $ | -77.837 $ | 1.189.215 $ | | | | | |
|---|
| Marathon Strategic Advisors, LLC | 1.189.073 $ | +463.130 $ | 725.943 $ | +28.842 $ | 697.101 $ | +195.824 $ | 501.277 $ | |
|---|
| Halter Ferguson Financial Inc. | 1.188.274 $ | | | | | | | |
|---|
| Harbor Group, Inc. | 1.184.946 $ | | | | | | | |
|---|
| Quarry LP | 167.332 $ | -1.013.076 $ | 1.180.408 $ | +207.971 $ | 972.437 $ | +330.896 $ | 641.541 $ | |
|---|
| Brickley Wealth Management | 1.180.033 $ | +15.681 $ | 1.164.352 $ | +135.211 $ | 1.029.141 $ | +261.844 $ | 767.297 $ | |
|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 1.022.578 $ | -151.725 $ | 1.174.303 $ | +16.817 $ | 1.157.486 $ | +254.736 $ | 902.750 $ | |
|---|
| Magnetar Financial LLC | 595.336 $ | -560.728 $ | 1.156.064 $ | +151.793 $ | 1.004.271 $ | -162.441 $ | 1.166.712 $ | |
|---|
| Graney & King, LLC | 990.409 $ | -70.041 $ | 1.060.450 $ | -102.874 $ | 1.163.324 $ | +301.060 $ | 862.264 $ | |
|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1.091.345 $ | -70.660 $ | 1.162.005 $ | +59.843 $ | 1.102.162 $ | +278.567 $ | 823.595 $ | |
|---|
| Andina Capital Management, LLC | 1.017.099 $ | -144.192 $ | 1.161.291 $ | | | | | |
|---|
| HORIZON FINANCIAL SERVICES, LLC | 1.061.022 $ | -98.301 $ | 1.159.323 $ | +966.328 $ | 192.995 $ | +114.914 $ | 78.081 $ | |
|---|
| KAHN BROTHERS GROUP INC | 1.156.819 $ | +170.125 $ | 986.694 $ | +39.128 $ | 947.566 $ | +256.946 $ | 690.620 $ | |
|---|
| Wingate Wealth Advisors, Inc. | 1.017.208 $ | -133.677 $ | 1.150.885 $ | +201.827 $ | 949.058 $ | +280.488 $ | 668.570 $ | |
|---|
| Giverny Capital Inc. | 824.088 $ | -57.981 $ | 882.069 $ | -263.466 $ | 1.145.535 $ | +399.635 $ | 745.900 $ | |
|---|
| Horrell Capital Management, Inc. | 1.069.284 $ | -75.903 $ | 1.145.187 $ | +45.413 $ | 1.099.774 $ | +269.787 $ | 829.987 $ | |
|---|
| Hel Ved Capital Management Ltd | | | | | 1.144.043 $ | | | |
|---|
| MARYLAND CAPITAL ADVISORS INC. | 1.106.318 $ | -33.566 $ | 1.139.884 $ | +501.706 $ | 638.178 $ | +279.680 $ | 358.498 $ | |
|---|
| Investment Planning Advisors, Inc. | 1.113.036 $ | -24.697 $ | 1.137.733 $ | +142.240 $ | 995.493 $ | +694.332 $ | 301.161 $ | |
|---|
| CGC Financial Services, LLC | 1.137.483 $ | +217.599 $ | 919.884 $ | +36.484 $ | 883.400 $ | +151.667 $ | 731.733 $ | |
|---|
| THOMPSON DAVIS & CO., INC. | 1.040.750 $ | -96.324 $ | 1.137.074 $ | +92.877 $ | 1.044.197 $ | +247.545 $ | 796.652 $ | |
|---|
| Auour Investments LLC | 868.098 $ | -267.766 $ | 1.135.864 $ | +45.044 $ | 1.090.820 $ | +224.015 $ | 866.805 $ | |
|---|
| FIDELIS iM, LLC | 1.135.067 $ | +1.134.344 $ | 723 $ | -889.322 $ | 890.045 $ | +889.375 $ | 670 $ | |
|---|
| CEERA INVESTMENTS, LLC | 1.133.503 $ | +126.717 $ | 1.006.786 $ | +39.926 $ | 966.860 $ | +237.181 $ | 729.679 $ | |
|---|
| KERR FINANCIAL PLANNING Corp | 871.784 $ | -258.887 $ | 1.130.671 $ | | | | | |
|---|
| Carmel Capital Partners, LLC | 907.755 $ | +106.576 $ | 801.179 $ | -328.209 $ | 1.129.388 $ | +461.473 $ | 667.915 $ | |
|---|
| Grey Fox Wealth Advisors, LLC | 976.134 $ | -144.502 $ | 1.120.636 $ | +116.823 $ | 1.003.813 $ | +244.219 $ | 759.594 $ | |
|---|
| Plotkin Financial Advisors, LLC | 1.027.692 $ | -91.080 $ | 1.118.772 $ | +79.683 $ | 1.039.089 $ | +300.322 $ | 738.767 $ | |
|---|
| Summit Financial Consulting LLC | 1.068.312 $ | -48.797 $ | 1.117.109 $ | +43.763 $ | 1.073.346 $ | +232.528 $ | 840.818 $ | |
|---|
| LEGACY SOLUTIONS, LLC | 1.040.629 $ | -75.441 $ | 1.116.070 $ | +48.580 $ | 1.067.490 $ | +374.843 $ | 692.647 $ | |
|---|
| Dupree Financial Group, LLC | 862.331 $ | -248.711 $ | 1.111.042 $ | | | | | |
|---|
| CURIO WEALTH, LLC | 1.104.981 $ | +67.641 $ | 1.037.340 $ | -72.437 $ | 1.109.777 $ | +136.112 $ | 973.665 $ | |
|---|
| Valpey Financial Services, LLC | 1.027.590 $ | -63.923 $ | 1.091.513 $ | -13.749 $ | 1.105.262 $ | | | |
|---|
| Entruity Wealth, LLC | 1.031.078 $ | -73.191 $ | 1.104.269 $ | +303.938 $ | | | 800.331 $ | |
|---|
| Hughes Financial Services, LLC | 1.009.799 $ | -50.271 $ | 1.060.070 $ | -43.879 $ | 1.103.949 $ | +320.842 $ | 783.107 $ | |
|---|
| CORRADO ADVISORS, LLC | 1.031.670 $ | -70.111 $ | 1.101.781 $ | +73.225 $ | 1.028.556 $ | +383.591 $ | 644.965 $ | |
|---|
| Dynamic Wealth Strategies, LLC | 1.097.817 $ | +217.302 $ | 880.515 $ | +157.281 $ | 723.234 $ | | | |
|---|
| Janney Montgomery Scott LLC | 1.019.982 $ | -74.863 $ | 1.094.845 $ | +45.558 $ | 1.049.287 $ | +265.425 $ | 783.862 $ | |
|---|
| WINNOW WEALTH LLC | 1.028.016 $ | -66.518 $ | 1.094.534 $ | +757.290 $ | 337.244 $ | -499.425 $ | 836.669 $ | |
|---|
| Granite FO LLC | 1.021.406 $ | -72.505 $ | 1.093.911 $ | +43.380 $ | 1.050.531 $ | +27.219 $ | 1.023.312 $ | |
|---|
| WIN ADVISORS, INC | | | 1.081.200 $ | | | | | |
|---|
| Centerline Wealth Advisors, LLC | 997.708 $ | -75.484 $ | 1.073.192 $ | +144.528 $ | 928.664 $ | | | |
|---|
| Weinberger Asset Management, Inc | 966.720 $ | -106.037 $ | 1.072.757 $ | | | | | |
|---|
| Sage Financial Management Group, Inc. | 1.051.874 $ | -18.211 $ | 1.070.085 $ | +1.069.055 $ | 1.030 $ | +253 $ | 777 $ | |
|---|
| DDFG, Inc | 1.020.480 $ | -46.467 $ | 1.066.947 $ | | | | | |
|---|
| Eaton-Cambridge Inc. | 1.066.866 $ | +5.586 $ | 1.061.280 $ | +42.087 $ | 1.019.193 $ | +296.192 $ | 723.001 $ | |
|---|
| Oak Wealth Advisors LLC | 1.048.005 $ | -17.936 $ | 1.065.941 $ | +42.271 $ | 1.023.670 $ | +246.988 $ | 776.682 $ | |
|---|
| BURRUS FINANCIAL SERVICES, INC. | | | 1.055.118 $ | | | | | |
|---|
| Capital Markets Trading UK LLP | 823.731 $ | -228.723 $ | 1.052.454 $ | +114.229 $ | 938.225 $ | | | |
|---|
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 6.771 $ | -1.044.668 $ | 1.051.439 $ | | | | | |
|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 1.048.877 $ | +52.847 $ | 996.030 $ | +35.974 $ | 960.056 $ | | | |
|---|
| Aventus Investment Advisors, Inc. | 984.650 $ | -52.286 $ | 1.036.936 $ | +40.126 $ | 996.810 $ | | | |
|---|
| GatePass Capital, LLC | 1.036.743 $ | +211.279 $ | 825.464 $ | +154.600 $ | 670.864 $ | +283.589 $ | 387.275 $ | |
|---|
| FWG Investments, LLC. | 882.141 $ | -153.997 $ | 1.036.138 $ | +10.560 $ | 1.025.578 $ | | | |
|---|
| Warberg Asset Management LLC | | | 1.035.900 $ | | | | | |
|---|
| Martel Wealth Advisors Inc | 965.831 $ | -68.028 $ | 1.033.859 $ | +37.465 $ | 996.394 $ | +227.136 $ | 769.258 $ | |
|---|
| Keystone Global Partners, LLC | 964.714 $ | -68.480 $ | 1.033.194 $ | +40.973 $ | 992.221 $ | +243.402 $ | 748.819 $ | |
|---|
| Passive Capital Management, LLC. | 1.029.143 $ | | | | | | | |
|---|
| Compass Financial Services Inc | 898.800 $ | -63.131 $ | 961.931 $ | -65.582 $ | 1.027.513 $ | +295.861 $ | 731.652 $ | |
|---|
| Prossimo Advisors, LLC | 953.699 $ | -72.360 $ | 1.026.059 $ | +1.016.158 $ | 9.901 $ | +2.429 $ | 7.472 $ | |
|---|
| JIM SAULNIER & ASSOCIATES, LLC | 889.907 $ | -134.081 $ | 1.023.988 $ | +138.512 $ | 885.476 $ | | | |
|---|
| Beacon Harbor Wealth Advisors, Inc. | 955.150 $ | -67.801 $ | 1.022.951 $ | +35.592 $ | 987.359 $ | +243.336 $ | 744.023 $ | |
|---|
| Sequent Asset Management, LLC | 1.019.000 $ | +99.622 $ | 919.378 $ | +36.462 $ | 882.916 $ | +182.805 $ | 700.111 $ | |
|---|
| Blue Capital, Inc. | 974.011 $ | -44.797 $ | 1.018.808 $ | +14.537 $ | 1.004.271 $ | | | |
|---|
| Forbes Financial Planning, Inc. | 947.895 $ | -67.287 $ | 1.015.182 $ | | | | | |
|---|
| Praetorian Wealth Management, Inc. | 1.009.314 $ | +239.123 $ | 770.191 $ | +94.865 $ | | | 675.326 $ | |
|---|
| ESL Trust Services, LLC | 936.772 $ | -66.497 $ | 1.003.269 $ | +104.947 $ | 898.322 $ | +195.592 $ | 702.730 $ | |
|---|
| Verisail Partners, LLC | 1.003.028 $ | | | | | | | |
|---|
| Allie Family Office LLC | 876.282 $ | -60.955 $ | 937.237 $ | +33.033 $ | 904.204 $ | -94.709 $ | 998.913 $ | |
|---|
| Compass Planning Associates Inc | 730.955 $ | -267.410 $ | 998.365 $ | +40.846 $ | 957.519 $ | +235.889 $ | 721.630 $ | |
|---|
| Opulen Financial Group LLC | 996.990 $ | +12.243 $ | 984.747 $ | +71.385 $ | 913.362 $ | +407.660 $ | 505.702 $ | |
|---|
| PFS Partners, LLC | 967.269 $ | -29.583 $ | 996.852 $ | +46.111 $ | 950.741 $ | +318.551 $ | 632.190 $ | |
|---|
| BOYUM WEALTH ARCHITECTS LLC | 992.975 $ | +697.226 $ | 295.749 $ | +15.707 $ | 280.042 $ | | | |
|---|
| Kathleen S. Wright Associates Inc. | | | 991.874 $ | +45.303 $ | 946.571 $ | | | |
|---|
| VanderPol Investments L.L.C. | 917.911 $ | -72.759 $ | 990.670 $ | +122.192 $ | 868.478 $ | +193.902 $ | 674.576 $ | |
|---|
| Carbahal Olsen Financial Services Group, LLC | 904.625 $ | -84.416 $ | 989.041 $ | -571 $ | 989.612 $ | +234.880 $ | 754.732 $ | |
|---|
| Prospera Capital Management, LLC | 988.832 $ | +33.666 $ | 955.166 $ | +38.102 $ | 917.064 $ | +287.834 $ | 629.230 $ | |
|---|
| Horizon Family Wealth, Inc. | 918.082 $ | -63.306 $ | 981.388 $ | +236.627 $ | | | 744.761 $ | |
|---|
| PENNEY FINANCIAL, LLC | 914.042 $ | -64.884 $ | 978.926 $ | | | | | |
|---|
| L.K. Benson & Company, P.C. | 977.881 $ | +296.776 $ | 681.105 $ | | | | | |
|---|
| Foundry Financial Group, Inc. | 971.593 $ | -4.743 $ | 976.336 $ | +34.241 $ | 942.095 $ | +266.393 $ | 675.702 $ | |
|---|
| MUSTICO FINANCIAL GROUP, INC. | 975.719 $ | +327.434 $ | 648.285 $ | -12.143 $ | 660.428 $ | | | |
|---|
| LETSON INVESTMENT MANAGEMENT, INC. | 920.329 $ | -54.971 $ | 975.300 $ | +38.677 $ | 936.623 $ | +229.764 $ | 706.859 $ | |
|---|
| Uptown Financial Advisors LLC | 908.722 $ | -64.506 $ | 973.228 $ | | | | | |
|---|
| Altus Wealth Management, LLC | 679.807 $ | -58.427 $ | 738.234 $ | +26.946 $ | 711.288 $ | -261.329 $ | 972.617 $ | |
|---|
| INVESTMENT COUNSEL CO OF NEVADA | 736.360 $ | -235.444 $ | 971.804 $ | +39.125 $ | 932.679 $ | +229.261 $ | 703.418 $ | |
|---|
| Future Financial Wealth Managment LLC | 862.937 $ | -87.720 $ | 950.657 $ | -16.952 $ | 967.609 $ | +219.396 $ | 748.213 $ | |
|---|
| 14B Captial Management LP | 967.240 $ | | | | | | | |
|---|
| Charter Capital Management, LLC\DE | 899.922 $ | -63.521 $ | 963.443 $ | +78.798 $ | 884.645 $ | | | |
|---|
| Mann Financial Group, Inc. | 898.576 $ | -63.785 $ | 962.361 $ | | | | | |
|---|
| Stone House Investment Management, LLC | 904.389 $ | -53.339 $ | 957.728 $ | | | | | |
|---|
| Dodds Wealth, LLC | 892.037 $ | -62.821 $ | 954.858 $ | +42.927 $ | 911.931 $ | +233.160 $ | 678.771 $ | |
|---|
| High Probability Advisors, LLC | 908.722 $ | -43.271 $ | 951.993 $ | +132.261 $ | 819.732 $ | +202.215 $ | 617.517 $ | |
|---|
| Ruedi Wealth Management, Inc. | 945.588 $ | +14.330 $ | 931.258 $ | -20.657 $ | 951.915 $ | +233.573 $ | 718.342 $ | |
|---|
| Whitcomb & Hess, Inc. | 863.474 $ | -85.711 $ | 949.185 $ | +26.564 $ | 922.621 $ | +208.289 $ | 714.332 $ | |
|---|
| A&I FINANCIAL SERVICES, LLC | 903.402 $ | -43.510 $ | 946.912 $ | | | | | |
|---|
| DHJJ Financial Advisors, Ltd. | 876.438 $ | -68.429 $ | 944.867 $ | +34.485 $ | 910.382 $ | +296.903 $ | 613.479 $ | |
|---|
| THOMAS STORY & SON LLC | 819.736 $ | -58.189 $ | 877.925 $ | -64.667 $ | 942.592 $ | +231.228 $ | 711.364 $ | |
|---|
| Synergy Investment Management, LLC | 942.245 $ | +19.870 $ | 922.375 $ | +36.793 $ | 885.582 $ | +202.771 $ | 682.811 $ | |
|---|
| Tull Financial Group, Inc. | 836.876 $ | -102.939 $ | 939.815 $ | +21.766 $ | 918.049 $ | +317.259 $ | 600.790 $ | |
|---|
| DBK Financial Counsel, LLC | 858.854 $ | -79.839 $ | 938.693 $ | +28.420 $ | 910.273 $ | +224.207 $ | 686.066 $ | |
|---|
| Hurley Capital, LLC | 864.781 $ | -72.473 $ | 937.254 $ | +436.940 $ | 500.314 $ | +122.285 $ | 378.029 $ | |
|---|
| Transce3nd, LLC | 18.262 $ | +9.415 $ | 8.847 $ | -925.826 $ | 934.673 $ | +174.065 $ | 760.608 $ | |
|---|
| Chicago Wealth Management, Inc. | 671.443 $ | -258.468 $ | 929.911 $ | +37.873 $ | 892.038 $ | +66.419 $ | 825.619 $ | |
|---|
| ETF Portfolio Partners, Inc. | 865.196 $ | -61.417 $ | 926.613 $ | +36.747 $ | 889.866 $ | +218.293 $ | 671.573 $ | |
|---|
| ENZI WEALTH | 803.915 $ | -119.029 $ | 922.944 $ | | | | | |
|---|
| Base Wealth Management LLC | 858.875 $ | -62.450 $ | 921.325 $ | +97.778 $ | 823.547 $ | +187.892 $ | 635.655 $ | |
|---|
| Compass Financial Group, Inc. | 858.426 $ | -60.935 $ | 919.361 $ | +31.982 $ | 887.379 $ | +217.683 $ | 669.696 $ | |
|---|
| Cornerstone Financial Group, LLC /NE/ | 683.395 $ | -227.166 $ | 910.561 $ | +112.855 $ | | | 797.706 $ | |
|---|
| NCP Inc. | 877.911 $ | -32.467 $ | 910.378 $ | +36.267 $ | 874.111 $ | +193.445 $ | 680.666 $ | |
|---|
| ShankerValleau Wealth Advisors, Inc. | 841.015 $ | -69.023 $ | 910.038 $ | +36.089 $ | 873.949 $ | +214.389 $ | 659.560 $ | |
|---|
| K2 PRINCIPAL FUND, L.P. | | | 906.413 $ | | | | | |
|---|
| NOTTINGHAM ADVISORS, INC. | 380.125 $ | -71.527 $ | 451.652 $ | +17.910 $ | 433.742 $ | -467.194 $ | 900.936 $ | |
|---|
| Compound Global Advisors, LLC | 75.445 $ | -5.355 $ | 80.800 $ | +3.204 $ | 77.596 $ | -823.340 $ | 900.936 $ | |
|---|
| Piedmont Capital Management, LLC | 841.187 $ | -36.415 $ | 877.602 $ | -19.228 $ | 896.830 $ | +304.715 $ | 592.115 $ | |
|---|
| Mid-American Wealth Advisory Group, Inc. | 454.147 $ | +74.460 $ | 379.687 $ | -516.661 $ | 896.348 $ | +361.793 $ | 534.555 $ | |
|---|
| PVG ASSET MANAGEMENT CORP | 895.252 $ | +217.192 $ | 678.060 $ | -135.753 $ | 813.813 $ | +321.281 $ | 492.532 $ | |
|---|
| Family Office Research LLC | 690.633 $ | -68.689 $ | 759.322 $ | -132.345 $ | 891.667 $ | +231.035 $ | 660.632 $ | |
|---|
| Valley Financial Group, Inc. | 888.451 $ | +199.553 $ | 688.898 $ | +38.776 $ | 650.122 $ | +159.487 $ | 490.635 $ | |
|---|
| Sollinda Capital Management LLC | 778.637 $ | -77.024 $ | 855.661 $ | -31.724 $ | 887.385 $ | +284.881 $ | 602.504 $ | |
|---|
| GEN Financial Management, INC. | 730.750 $ | -25.458 $ | 756.208 $ | +55.854 $ | 700.354 $ | -185.568 $ | 885.922 $ | |
|---|
| BancFirst Trust & Investment Management | 882.825 $ | +31.163 $ | 851.662 $ | +329.934 $ | 521.728 $ | +85.351 $ | 436.377 $ | |
|---|
| Global Wealth Management, LLC | 825.397 $ | -57.039 $ | 882.436 $ | +26.753 $ | 855.683 $ | +218.142 $ | 637.541 $ | |
|---|
| Fairman Group, LLC | 440.520 $ | -403.898 $ | 844.418 $ | -37.395 $ | 881.813 $ | +129.826 $ | 751.987 $ | |
|---|
| FORONJY FINANCIAL LLC | 877.137 $ | +19.943 $ | 857.194 $ | +78.981 $ | 778.213 $ | | | |
|---|
| Sara-Bay Financial | 812.244 $ | -60.604 $ | 872.848 $ | +57.501 $ | 815.347 $ | +182.307 $ | 633.040 $ | |
|---|
| Divergent Planning, LLC | 715.379 $ | -154.608 $ | 869.987 $ | | | | | |
|---|
| Shared Vision Wealth Group LLC | 716.943 $ | -132.723 $ | 849.666 $ | -20.021 $ | 869.687 $ | +258.582 $ | 611.105 $ | |
|---|
| TOTAL INVESTMENT MANAGEMENT INC | 798.509 $ | -30.524 $ | 829.033 $ | -36.992 $ | 866.025 $ | +223.774 $ | 642.251 $ | |
|---|
| Sageworth Trust Co of South Dakota | | | 863.941 $ | +467.505 $ | 396.436 $ | +97.250 $ | 299.186 $ | |
|---|
| Woodside Wealth Management LLC | 805.227 $ | -57.160 $ | 862.387 $ | +34.199 $ | 828.188 $ | +203.164 $ | 625.024 $ | |
|---|
| Swan Global Investments, LLC | 861.327 $ | +32.607 $ | 828.720 $ | -10.908 $ | 839.628 $ | +317.461 $ | 522.167 $ | |
|---|
| TL Private Wealth | 801.356 $ | -58.136 $ | 859.492 $ | +27.304 $ | 832.188 $ | +239.364 $ | 592.824 $ | |
|---|
| LGL PARTNERS, LLC | 796.781 $ | -56.045 $ | 852.826 $ | -4.307 $ | 857.133 $ | +193.158 $ | 663.975 $ | |
|---|
| AMALGAMATED BANK | 758.595 $ | -95.855 $ | 854.450 $ | +34.701 $ | 819.749 $ | +216.678 $ | 603.071 $ | |
|---|
| Maxele Advisors, LLC | 843.568 $ | -10.138 $ | 853.706 $ | +33.871 $ | 819.835 $ | +251.430 $ | 568.405 $ | |
|---|
| GoalFusion Wealth Management, LLC | 772.736 $ | -79.714 $ | 852.450 $ | +39.774 $ | 812.676 $ | +179.838 $ | 632.838 $ | |
|---|
| ARKANSAS FINANCIAL GROUP, INC. | 826.507 $ | -25.003 $ | 851.510 $ | +6.908 $ | 844.602 $ | +219.951 $ | 624.651 $ | |
|---|
| MPWM ADVISORY SOLUTIONS, LLC | 791.214 $ | -59.151 $ | 850.365 $ | +47.259 $ | 803.106 $ | +62.625 $ | 740.481 $ | |
|---|
| Strategent Financial, LLC | 798.457 $ | -50.981 $ | 849.438 $ | -636 $ | 850.074 $ | +167.239 $ | 682.835 $ | |
|---|
| Bruce G. Allen Investments, LLC | | | 849.970 $ | +10.429 $ | 839.541 $ | +191.388 $ | 648.153 $ | |
|---|
| Cobblestone Asset Management LLC | 841.015 $ | -5.833 $ | 846.848 $ | +28.609 $ | 818.239 $ | +237.511 $ | 580.728 $ | |
|---|
| IMG Wealth Management, Inc. | 828.024 $ | +31.888 $ | 796.136 $ | +31.593 $ | 764.543 $ | +310.953 $ | 453.590 $ | |
|---|
| Alamar Capital Management, LLC | | | 826.350 $ | | | | | |
|---|
| Comprehensive Money Management Services LLC | 771.374 $ | -54.756 $ | 826.130 $ | +32.761 $ | 793.369 $ | +172.099 $ | 621.270 $ | |
|---|
| Luminvest Wealth Management LLC | 755.721 $ | -63.488 $ | 819.209 $ | +8.116 $ | 811.093 $ | +199.054 $ | 612.039 $ | |
|---|
| United Financial Planning Group LLC | 814.900 $ | +187.145 $ | 627.755 $ | | | | | |
|---|
| BG Investment Services, LLC | 752.404 $ | -61.545 $ | 813.949 $ | | | | | |
|---|
| St. Louis Trust Co | 752.512 $ | -53.418 $ | 805.930 $ | | | | | |
|---|
| Core Wealth Management, Inc. | 721.561 $ | -80.744 $ | 802.305 $ | +84.045 $ | 718.260 $ | +121.390 $ | 596.870 $ | |
|---|
| KITCHING PARTNERS, LLC | 799.491 $ | +19.976 $ | 779.515 $ | +30.913 $ | 748.602 $ | +226.435 $ | 522.167 $ | |
|---|
| SIMS INVESTMENT MANAGEMENT, LLC | 669.330 $ | -128.313 $ | 797.643 $ | +59.487 $ | 738.156 $ | +173.569 $ | 564.587 $ | |
|---|
| BCM ADVISORS, LLC | 689.606 $ | -107.237 $ | 796.843 $ | +44.903 $ | 751.940 $ | +113.384 $ | 638.556 $ | |
|---|
| Sippican Capital Advisors | 417.364 $ | -379.243 $ | 796.607 $ | +31.590 $ | 765.017 $ | +187.667 $ | 577.350 $ | |
|---|
| CHESAPEAKE CAPITAL CORP /IL/ | 742.840 $ | -52.731 $ | 795.571 $ | | | | | |
|---|
| Israel Discount Bank of New York | 650.952 $ | -142.547 $ | 793.499 $ | +10.576 $ | 782.923 $ | +77.941 $ | 704.982 $ | |
|---|
| Higgins & Schmidt Wealth Strategies LLC | 717.185 $ | -76.253 $ | 793.438 $ | +27.516 $ | 765.922 $ | +193.543 $ | 572.379 $ | |
|---|
| Boston Standard Wealth Management, LLC | 721.229 $ | -71.771 $ | 793.000 $ | +30.000 $ | 763.000 $ | +150.000 $ | 613.000 $ | |
|---|
| Whitegate Investment Counselors, Inc. | 740.534 $ | -51.464 $ | 791.998 $ | +32.332 $ | 759.666 $ | +187.087 $ | 572.579 $ | |
|---|
| TKG Advisors, LLC | 791.956 $ | +6.615 $ | 785.341 $ | +67.589 $ | 717.752 $ | +170.714 $ | 547.038 $ | |
|---|
| HERITAGE OAK WEALTH ADVISORS LLC | 766.003 $ | -24.285 $ | 790.288 $ | +72.667 $ | 717.621 $ | +191.840 $ | 525.781 $ | |
|---|
| Capital CS Group, LLC | | | 789.940 $ | | | | | |
|---|
| New Perspectives, Inc | 735.796 $ | -51.784 $ | 787.580 $ | +31.607 $ | 755.973 $ | +185.745 $ | 570.228 $ | |
|---|
| PEAK FINANCIAL ADVISORS LLC | 784.915 $ | +507.126 $ | | | | | 277.789 $ | |
|---|
| Tanglewood Wealth Management, Inc. | 728.332 $ | -51.701 $ | 780.033 $ | +30.934 $ | 749.099 $ | +169.497 $ | 579.602 $ | |
|---|
| True Wealth Design, LLC | 647.037 $ | -130.262 $ | 777.299 $ | +225.809 $ | 551.490 $ | +188.967 $ | 362.523 $ | |
|---|
| New England Capital Financial Advisors LLC | 715.820 $ | -61.162 $ | 776.982 $ | +25.822 $ | 751.160 $ | +206.214 $ | 544.946 $ | |
|---|
| Bull Oak Capital, LLC | 702.700 $ | -71.635 $ | 774.335 $ | +25.733 $ | 748.602 $ | | | |
|---|
| Tuttle Capital Management, LLC | 773.792 $ | +11.370 $ | 762.422 $ | | | | | |
|---|
| Total Wealth Planning, LLC | | | 771.746 $ | +180.268 $ | 591.478 $ | +175.640 $ | 415.838 $ | |
|---|
| Valued Wealth Advisors LLC | 766.126 $ | -4.902 $ | 771.028 $ | +30.543 $ | 740.485 $ | +191.886 $ | 548.599 $ | |
|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 505.184 $ | -193.415 $ | 698.599 $ | -71.392 $ | 769.991 $ | +233.934 $ | 536.057 $ | |
|---|
| EntryPoint Capital, LLC | | | 769.674 $ | | | | | |
|---|
| EnRich Financial Partners LLC | 741.713 $ | -17.830 $ | 759.543 $ | -8.812 $ | 768.355 $ | +217.067 $ | 551.288 $ | |
|---|
| BCGM Wealth Management, LLC | 680.058 $ | -76.331 $ | 756.389 $ | | | | | |
|---|
| CROSSPOINT FINANCIAL, LLC | 752.965 $ | +476.380 $ | 276.585 $ | | | | | |
|---|
| Carlson Capital, L.P. | | | 673.335 $ | -72.780 $ | 746.115 $ | | | |
|---|
| Quest 10 Wealth Builders, Inc. | 670.663 $ | -74.942 $ | 745.605 $ | +24.194 $ | 721.411 $ | +202.199 $ | 519.212 $ | |
|---|
| FOX RUN MANAGEMENT, L.L.C. | | | 375.514 $ | -369.606 $ | 745.120 $ | +321.680 $ | 423.440 $ | |
|---|
| Barry Investment Advisors, LLC | | | 743.421 $ | | | | | |
|---|
| JDH Wealth Management, LLC | 689.642 $ | -52.580 $ | 742.222 $ | +59.278 $ | 682.944 $ | +72.184 $ | 610.760 $ | |
|---|
| Beacon Wealthcare LLC | 643.215 $ | -97.971 $ | 741.186 $ | +79.631 $ | 661.555 $ | +173.548 $ | 488.007 $ | |
|---|
| Prism Advisors, Inc. | 243.261 $ | -497.693 $ | 740.954 $ | +29.383 $ | 711.571 $ | +174.556 $ | 537.015 $ | |
|---|
| Oceanside Advisors LLC | 688.813 $ | -48.896 $ | 737.709 $ | +29.255 $ | 708.454 $ | +173.899 $ | 534.555 $ | |
|---|
| Tiller Private Wealth, Inc. | 678.744 $ | -45.543 $ | 724.287 $ | | | | | |
|---|
| LongView Asset Management LLC | 699.506 $ | -21.868 $ | 721.374 $ | | | | | |
|---|
| LOUNTZIS ASSET MANAGEMENT, LLC | 601.623 $ | -114.184 $ | 715.807 $ | +28.386 $ | 687.421 $ | +146.838 $ | 540.583 $ | |
|---|
| Board of the Pension Protection Fund | | | | | | | 713.241 $ | |
|---|
| O'Keefe Stevens Advisory, Inc. | 663.043 $ | -47.066 $ | 710.109 $ | +28.160 $ | 681.949 $ | +170.668 $ | 511.281 $ | |
|---|
| Schiavi & Co LLC | 565.540 $ | -143.735 $ | 709.275 $ | +3.257 $ | 706.018 $ | +173.193 $ | 532.825 $ | |
|---|
| BI Asset Management Fondsmaeglerselskab A/S | 666.662 $ | -39.799 $ | 706.461 $ | +119.304 $ | 587.157 $ | +62.528 $ | 524.629 $ | |
|---|
| Avalon Advisory Group | 519.408 $ | -184.486 $ | 703.894 $ | | | | | |
|---|
| Ledgewood Wealth Advisors, LLC | 652.403 $ | -46.312 $ | 698.715 $ | | | | | |
|---|
| CMT Capital Markets Trading GmbH | 551.356 $ | -141.039 $ | 692.395 $ | +53.746 $ | 638.649 $ | +201.432 $ | 437.217 $ | |
|---|
| Gutierrez Wealth Advisory, LLC | 425.311 $ | -113.152 $ | 538.463 $ | -153.519 $ | 691.982 $ | +22.696 $ | 669.286 $ | |
|---|
| Merkkuri Wealth Advisors LLC | 683.335 $ | -8.449 $ | 691.784 $ | +55.649 $ | 636.135 $ | +100.449 $ | 535.686 $ | |
|---|
| MOODY ALDRICH PARTNERS LLC | 644.754 $ | -45.750 $ | 690.504 $ | | | | | |
|---|
| Employees Retirement System of Texas | 690.421 $ | +25.596 $ | 664.825 $ | +28.382 $ | 636.443 $ | +174.552 $ | 461.891 $ | |
|---|
| 5T Wealth, LLC | 651.355 $ | -35.805 $ | 687.160 $ | +11.891 $ | 675.269 $ | +223.505 $ | 451.764 $ | |
|---|
| New Jersey Better Educational Savings Trust | 639.346 $ | -45.384 $ | 684.730 $ | | | | | |
|---|
| CYPRESS FINANCIAL PLANNING LLC | 684.578 $ | | | | | | | |
|---|
| Alpha Financial Advisors, LLC | 581.795 $ | -99.309 $ | 681.104 $ | +6.119 $ | 674.985 $ | +338.636 $ | 336.349 $ | |
|---|
| Asset Allocation Strategies LLC | 677.849 $ | +138.429 $ | | | 539.420 $ | +320.230 $ | 219.190 $ | |
|---|
| Polymer Capital Management (US) LLC | 677.068 $ | | | | | | | |
|---|
| CAPITAL WEALTH MANAGEMENT, LLC | 398.503 $ | -276.904 $ | 675.407 $ | | | | | |
|---|
| Bancreek Capital Management, LP | 672.715 $ | | | | | | | |
|---|
| Monument Group Wealth Advisors, LLC | 573.113 $ | +31.312 $ | 541.801 $ | -127.239 $ | 669.040 $ | +323.306 $ | 345.734 $ | |
|---|
| Clarity Asset Management, Inc. | 372.746 $ | -73.872 $ | 446.618 $ | -216.427 $ | 663.045 $ | +375.248 $ | 287.797 $ | |
|---|
| Financial Futures Ltd Liability Co. | 598.193 $ | -40.910 $ | 639.103 $ | -23.899 $ | 663.002 $ | +123.601 $ | 539.401 $ | |
|---|
| Seven Post Investment Office LP | 616.615 $ | -43.771 $ | 660.386 $ | +26.188 $ | 634.198 $ | +155.576 $ | 478.622 $ | |
|---|
| ONE Advisory Partners, LLC | 657.125 $ | +10 $ | 657.115 $ | | | | | |
|---|
| Mn Services Vermogensbeheer B.V. | 624.377 $ | -29.023 $ | 653.400 $ | +33.771 $ | 619.629 $ | +160.223 $ | 459.406 $ | |
|---|
| Hapanowicz & Associates Financial Services, Inc | 609.846 $ | -43.289 $ | 653.135 $ | | | | | |
|---|
| Legacy Wealth Managment, LLC/ID | 651.939 $ | +100.820 $ | 551.119 $ | | | | | |
|---|
| Jordan Park Trust Co LLC | 506.833 $ | -119.368 $ | 626.201 $ | -21.924 $ | 648.125 $ | +223.184 $ | 424.941 $ | |
|---|
| Guardian Wealth Management, Inc. | 452.036 $ | -193.258 $ | 645.294 $ | +25.950 $ | 619.344 $ | +156.722 $ | 462.622 $ | |
|---|
| STEPH & CO | 644.665 $ | +3.443 $ | 641.222 $ | +143.812 $ | 497.410 $ | +92.364 $ | 405.046 $ | |
|---|
| Guardian Wealth Advisors, LLC | 594.653 $ | -48.907 $ | 643.560 $ | +72.806 $ | 570.754 $ | +130.705 $ | 440.049 $ | |
|---|
| WealthTrak Capital Management LLC | 642.247 $ | +24.851 $ | 617.396 $ | +80.690 $ | 536.706 $ | +190.596 $ | 346.110 $ | |
|---|
| Aspect Partners, LLC | 488.713 $ | -507 $ | 489.220 $ | -148.227 $ | 637.447 $ | +282.504 $ | 354.943 $ | |
|---|
| Fee-Only Financial Planning, L.C. | 560.516 $ | -74.491 $ | 635.007 $ | +25.182 $ | 609.825 $ | +149.597 $ | 460.228 $ | |
|---|
| Marquette Asset Management, LLC | 254.385 $ | -137.186 $ | 391.571 $ | -243.125 $ | 634.696 $ | +153.821 $ | 480.875 $ | |
|---|
| AKO CAPITAL LLP | 493.638 $ | -60.048 $ | 553.686 $ | -79.297 $ | 632.983 $ | +163.476 $ | 469.507 $ | |
|---|
| Cambridge Investment Research Advisors, Inc. | 596.788 $ | -33.139 $ | 629.927 $ | +42.987 $ | 586.940 $ | +140.184 $ | 446.756 $ | |
|---|
| BetterWealth, LLC | 527.146 $ | -101.266 $ | 628.412 $ | | | | | |
|---|
| McCarthy Asset Management, Inc. | 505.432 $ | -122.958 $ | 628.390 $ | | | | | |
|---|
| Kiker Wealth Management, LLC | | | 400.234 $ | -184.576 $ | 584.810 $ | -43.477 $ | 628.287 $ | |
|---|
| DKM Wealth Management, Inc. | 625.739 $ | | | | | | | |
|---|
| Diametric Capital, LP | 617.099 $ | +384.022 $ | 233.077 $ | | | | | |
|---|
| C WorldWide Group Holding A/S | 416.402 $ | -118.079 $ | 534.481 $ | -80.160 $ | 614.641 $ | +69.427 $ | 545.214 $ | |
|---|
| Latko Wealth Management, Ltd. | 612.801 $ | +40.218 $ | 572.583 $ | +571.993 $ | 590 $ | +297 $ | 293 $ | |
|---|
| OLIO Financial Planning | 584.159 $ | -28.080 $ | 612.239 $ | | | | | |
|---|
| Strid Group, LLC | 584.251 $ | -25.376 $ | 609.627 $ | +39.595 $ | 570.032 $ | +14.079 $ | 555.953 $ | |
|---|
| Landmark Wealth Management, LLC | 566.574 $ | -41.934 $ | 608.508 $ | +607.915 $ | 593 $ | +133 $ | 460 $ | |
|---|
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 470.079 $ | -38.548 $ | 508.627 $ | -99.208 $ | 607.835 $ | +136.345 $ | 471.490 $ | |
|---|
| John W. Brooker & Co., CPAs | 476.767 $ | -125.150 $ | 601.917 $ | +200.733 $ | 401.184 $ | -75.025 $ | 476.209 $ | |
|---|
| POM Investment Strategies, LLC | 194.936 $ | -406.404 $ | 601.340 $ | +426.408 $ | | | 174.932 $ | |
|---|
| Hoese & Co LLP | 595.320 $ | +113.114 $ | 482.206 $ | +19.131 $ | 463.075 $ | +137.625 $ | 325.450 $ | |
|---|
| Two West Capital Advisors LLC | 538.113 $ | -54.710 $ | 592.823 $ | | | | | |
|---|
| Triune Financial Partners, LLC | 581.616 $ | -5.539 $ | 587.155 $ | +12.047 $ | 575.108 $ | +72.569 $ | 502.539 $ | |
|---|
| Sugar Maple Asset Management, LLC | 546.781 $ | -38.295 $ | 585.076 $ | +21.709 $ | 563.367 $ | +51.781 $ | 511.586 $ | |
|---|
| PURA VIDA INVESTMENTS, LLC | 580.344 $ | | | | | | | |
|---|
| Balanced Rock Investment Advisors LLC | 510.721 $ | -67.326 $ | 578.047 $ | +27.902 $ | 550.145 $ | +149.600 $ | 400.545 $ | |
|---|
| HRT FINANCIAL LP | 576.512 $ | +3.068 $ | 573.444 $ | +171.538 $ | 401.906 $ | +258.760 $ | 143.146 $ | |
|---|
| Cordant, Inc. | 538.270 $ | -38.209 $ | 576.479 $ | +22.861 $ | 553.618 $ | +89.635 $ | 463.983 $ | |
|---|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 535.321 $ | -40.972 $ | 576.293 $ | +26.562 $ | 549.731 $ | +141.633 $ | 408.098 $ | |
|---|
| MARSHALL FINANCIAL GROUP INC /ADV | | | 573.371 $ | | | | | |
|---|
| Heritage Wealth Management, Inc./Texas | 537.638 $ | -35.171 $ | 572.809 $ | | | | | |
|---|
| KEATING INVESTMENT COUNSELORS INC | 414.946 $ | -50.173 $ | 465.119 $ | -105.908 $ | 571.027 $ | +159.975 $ | 411.052 $ | |
|---|
| Grantvest Financial Group LLC | 479.651 $ | -47.859 $ | 527.510 $ | -42.190 $ | 569.700 $ | +77.764 $ | 491.936 $ | |
|---|
| SWAN Capital LLC | 517.351 $ | -50.752 $ | 568.103 $ | | | | | |
|---|
| Persistent Asset Partners Ltd | 567.770 $ | | | | | | | |
|---|
| Roth Financial Partners LLC | 529.080 $ | -37.558 $ | 566.638 $ | +22.471 $ | 544.167 $ | +133.490 $ | 410.677 $ | |
|---|
| CFC Planning Co LLC | 535.467 $ | -30.241 $ | 565.708 $ | | | | | |
|---|
| Mendota Financial Group, LLC | 473.464 $ | -90.584 $ | 564.048 $ | +22.368 $ | 541.680 $ | +129.126 $ | 412.554 $ | |
|---|
| Bestgate Wealth Advisors, LLC | 561.577 $ | +19.724 $ | 541.853 $ | +166.438 $ | 375.415 $ | +0 $ | 375.415 $ | |
|---|
| REDMONT WEALTH ADVISORS LLC | 313.869 $ | -247.071 $ | 560.940 $ | +22.245 $ | 538.695 $ | +484.263 $ | 54.432 $ | |
|---|
| Sunesis Advisors, LLC | 523.277 $ | -37.145 $ | 560.422 $ | | | | | |
|---|
| SpringVest Wealth Management LLC | 533.799 $ | -26.300 $ | 560.099 $ | | | | | |
|---|
| White Wing Wealth Management | 532.469 $ | -9.023 $ | 541.492 $ | +76.002 $ | 465.490 $ | | | |
|---|
| PINNEY & SCOFIELD, INC. | 488.914 $ | -50.762 $ | 539.676 $ | +21.402 $ | 518.274 $ | +152.664 $ | 365.610 $ | |
|---|
| Daner Wealth Management, LLC | 490.899 $ | -41.489 $ | 532.388 $ | +39.967 $ | 492.421 $ | | | |
|---|
| Lazard Freres Gestion S.A.S. | 503.360 $ | -23.632 $ | 526.992 $ | +21.540 $ | 505.452 $ | +143.572 $ | 361.880 $ | |
|---|
| CWM, LLC | 517.935 $ | -5.676 $ | 523.611 $ | +55.979 $ | 467.632 $ | +126.249 $ | 341.383 $ | |
|---|
| Hershey Financial Advisers, LLC | 482.169 $ | -40.961 $ | 523.130 $ | +94.363 $ | 428.767 $ | | | |
|---|
| State of Alaska, Department of Revenue | 457.552 $ | -62.668 $ | 520.220 $ | +1.977 $ | 518.243 $ | +113.998 $ | 404.245 $ | |
|---|
| IvyRock Asset Management (HK) Ltd | 483.620 $ | -34.330 $ | 517.950 $ | +108.775 $ | | | 409.175 $ | |
|---|
| Frontier Asset Management, LLC | | | | | 513.523 $ | | | |
|---|
| Sagace Wealth Management LLC | 490.391 $ | -13.574 $ | 503.965 $ | -6.378 $ | 510.343 $ | +73.764 $ | 436.579 $ | |
|---|
| ArborFi Advisors, LLC | 414.462 $ | -87.432 $ | 501.894 $ | +19.904 $ | 481.990 $ | | | |
|---|
| INTERACTIVE FINANCIAL ADVISORS, INC. | 255.835 $ | -5.730 $ | 261.565 $ | -238.829 $ | 500.394 $ | +125.004 $ | 375.390 $ | |
|---|
| Measured Risk Portfolios, Inc. | 498.519 $ | +53.700 $ | 444.819 $ | +5.845 $ | 438.974 $ | +114.817 $ | 324.157 $ | |
|---|
| Strategic Point Investment Advisors, LLC | 464.759 $ | -32.991 $ | 497.750 $ | -157 $ | 497.907 $ | +127.772 $ | 370.135 $ | |
|---|
| Vawter Financial, Ltd. | 436.225 $ | -61.007 $ | 497.232 $ | +142.864 $ | | | 354.368 $ | |
|---|
| Constellation Investimentos e Participacoes Ltda | | | 495.160 $ | | | | | |
|---|
| Treasure Coast Financial Planning | 460.890 $ | -32.716 $ | 493.606 $ | +19.574 $ | 474.032 $ | +109.528 $ | 364.504 $ | |
|---|
| New Harbor Financial Group, LLC | 468.628 $ | -24.460 $ | 493.088 $ | +191.658 $ | 301.430 $ | +28.521 $ | 272.909 $ | |
|---|
| Achmea Investment Management B.V. | | | 491.695 $ | +27.308 $ | 464.387 $ | +123.240 $ | 341.147 $ | |
|---|
| Pacific Wealth Management | 459.601 $ | -32.086 $ | 491.687 $ | +19.950 $ | 471.737 $ | +226.237 $ | 245.500 $ | |
|---|
| EQ LLC | 487.042 $ | +74.767 $ | 412.275 $ | -46.697 $ | 458.972 $ | +152.885 $ | 306.087 $ | |
|---|
| Atlantic Private Wealth, LLC | 486.609 $ | +230.210 $ | 256.399 $ | | | | | |
|---|
| Lanham O'Dell & Company, Inc. | 477.334 $ | -7.464 $ | 484.798 $ | | | | | |
|---|
| American Investment Services, Inc. | 411.077 $ | -29.181 $ | 440.258 $ | +17.459 $ | 422.799 $ | -55.824 $ | 478.623 $ | |
|---|
| Brave Warrior Advisors, LLC | 253.900 $ | -18.024 $ | 271.924 $ | +10.784 $ | 261.140 $ | -217.482 $ | 478.622 $ | |
|---|
| TrinityBridge Ltd | 427.658 $ | -50.735 $ | 478.393 $ | +46.502 $ | 431.891 $ | +175.210 $ | 256.681 $ | |
|---|
| LAM GROUP, INC. | 441.061 $ | -31.309 $ | 472.370 $ | +18.732 $ | 453.638 $ | +106.402 $ | 347.236 $ | |
|---|
| Topel & Distasi Wealth Management, LLC | 438.144 $ | -31.102 $ | 469.246 $ | | | | | |
|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 435.258 $ | -30.897 $ | 466.155 $ | +18.486 $ | 447.669 $ | +109.818 $ | 337.851 $ | |
|---|
| Maltin Wealth Management, Inc. | 445.240 $ | -20.692 $ | 465.932 $ | | | | | |
|---|
| AIFG Consultants Ltd. | 428.487 $ | -36.632 $ | 465.119 $ | +24.414 $ | 440.705 $ | +104.356 $ | 336.349 $ | |
|---|
| Luken Investment Analytics, LLC | 461.373 $ | +146.459 $ | 314.914 $ | +12.489 $ | 302.425 $ | +74.188 $ | 228.237 $ | |
|---|
| Shore Point Advisors, LLC | 442.738 $ | -15.790 $ | 458.528 $ | +27.717 $ | 430.811 $ | +105.749 $ | 325.062 $ | |
|---|
| Stegner Investment Associates Inc. | 422.200 $ | -34.632 $ | 456.832 $ | | | | | |
|---|
| Wise Wealth Partners | 456.284 $ | +9.046 $ | 447.238 $ | +17.736 $ | 429.502 $ | | | |
|---|
| WFA Asset Management Corp | | | 412.240 $ | -40.696 $ | 452.936 $ | +25.554 $ | 427.382 $ | |
|---|
| CLARK ESTATES INC/NY | 412.528 $ | -29.283 $ | 441.811 $ | | | | | |
|---|
| David Kennon Inc | 408.575 $ | -28.968 $ | 437.543 $ | | | | | |
|---|
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 435.742 $ | | | | | | | |
|---|
| Milestone Resources Group Ltd | 405.692 $ | -28.799 $ | 434.491 $ | +16.566 $ | 417.925 $ | +204.338 $ | 213.587 $ | |
|---|
| Equity Wealth Partners, LLC | 409.996 $ | -23.876 $ | 433.872 $ | | | | | |
|---|
| NDWM LLC | 402.855 $ | -30.669 $ | 433.524 $ | | | | | |
|---|
| Cornerstone Wealth Advisors, Inc. | 403.217 $ | -28.623 $ | 431.840 $ | | | | | |
|---|
| Friday Financial | 405.544 $ | -22.553 $ | 428.097 $ | +9.278 $ | 418.819 $ | +180.364 $ | 238.455 $ | |
|---|
| Border to Coast Pensions Partnership Ltd | 399.603 $ | -27.588 $ | 427.191 $ | +16.941 $ | 410.250 $ | +104.460 $ | 305.790 $ | |
|---|
| Squire Investment Management Company, LLC | 425.180 $ | +427 $ | 424.753 $ | +42.742 $ | 382.011 $ | +135.755 $ | 246.256 $ | |
|---|
| Refined Wealth Management | 423.168 $ | | | | | | | |
|---|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 395.329 $ | -27.559 $ | 422.888 $ | +5.254 $ | 417.634 $ | +90.022 $ | 327.612 $ | |
|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 395.224 $ | -27.293 $ | 422.517 $ | | | | | |
|---|
| Keystone Financial Group, Inc. | 376.579 $ | -26.461 $ | 403.040 $ | -18.102 $ | 421.142 $ | +63.571 $ | 357.571 $ | |
|---|
| 1492 Capital Management LLC | 392.216 $ | -27.841 $ | 420.057 $ | +18.150 $ | 401.907 $ | +94.463 $ | 307.444 $ | |
|---|
| Biltmore Wealth Management, LLC | 390.516 $ | -27.332 $ | 417.848 $ | | | | | |
|---|
| Traction Financial Partners, LLC | 386.044 $ | -28.834 $ | 414.878 $ | +17.945 $ | 396.933 $ | +44.066 $ | 352.867 $ | |
|---|
| Hudson Capital Management LLC | 386.146 $ | -27.411 $ | 413.557 $ | +16.400 $ | 397.157 $ | +97.427 $ | 299.730 $ | |
|---|
| Leverty Financial Group, LLC | | | | | 413.503 $ | +84.168 $ | 329.335 $ | |
|---|
| Sincerus Advisory, LLC | 399.530 $ | -11.642 $ | 411.172 $ | | | | | |
|---|
| Ilmarinen Mutual Pension Insurance Co | 374.327 $ | -36.665 $ | 410.992 $ | +19.571 $ | 391.421 $ | +117.980 $ | 273.441 $ | |
|---|
| Yardley Wealth Management LLC | 322.046 $ | -87.604 $ | 409.650 $ | +409.232 $ | 418 $ | +88 $ | 330 $ | |
|---|
| AMARA FINANCIAL, LLC. | 381.897 $ | -26.475 $ | 408.372 $ | | | | | |
|---|
| RCS Financial Planning, LLC | 381.239 $ | -27.063 $ | 408.302 $ | | | | | |
|---|
| Mullooly Asset Management, Inc. | 379.659 $ | -26.952 $ | 406.611 $ | | | | | |
|---|
| Kinloch Capital, LLC | 394.634 $ | -7.295 $ | 401.929 $ | +3.006 $ | 398.923 $ | +97.860 $ | 301.063 $ | |
|---|
| Buska Wealth Management, LLC | 334.336 $ | -65.034 $ | 399.370 $ | +66.182 $ | 333.188 $ | +68.280 $ | 264.908 $ | |
|---|
| Five Pine Wealth Management | 368.815 $ | -26.987 $ | 395.802 $ | -1.928 $ | 397.730 $ | +85.712 $ | 312.018 $ | |
|---|
| NorthLanding Financial Partners, LLC | 367.923 $ | -26.117 $ | 394.040 $ | +15.626 $ | 378.414 $ | +92.829 $ | 285.585 $ | |
|---|
| Legacy Wealth Asset Management, LLC | 391.249 $ | | | | | | | |
|---|
| Straight Path Wealth Management | 361.494 $ | -28.765 $ | 390.259 $ | +27.416 $ | 362.843 $ | +98.772 $ | 264.071 $ | |
|---|
| JDM Financial Group LLC | 255.779 $ | -134.393 $ | 390.172 $ | | | | | |
|---|
| Financial Alternatives, Inc | 224.400 $ | -165.617 $ | 390.017 $ | | | | | |
|---|
| Applied Capital LLC | 382.543 $ | +19.460 $ | 363.083 $ | +9.424 $ | 353.659 $ | +86.006 $ | 267.653 $ | |
|---|
| BANYAN CAPITAL MANAGEMENT, INC. | 302.293 $ | -78.421 $ | 380.714 $ | | | | | |
|---|
| Envision Financial Planning, LLC | 351.144 $ | -25.435 $ | 376.579 $ | +8.476 $ | 368.103 $ | | | |
|---|
| MERIDIAN MANAGEMENT CO | 259.220 $ | -57.248 $ | 316.468 $ | -9.501 $ | 325.969 $ | -48.295 $ | 374.264 $ | |
|---|
| CCLA Investment Management | 340.948 $ | -28.686 $ | 369.634 $ | +39.435 $ | 330.199 $ | +96.774 $ | 233.425 $ | |
|---|
| Inlight Wealth Management, LLC | 343.700 $ | -22.530 $ | 366.230 $ | +14.787 $ | 351.443 $ | +71.781 $ | 279.662 $ | |
|---|
| Sullivan Wood Capital Management LLC | 341.919 $ | -24.272 $ | 366.191 $ | +14.522 $ | 351.669 $ | | | |
|---|
| Retirement Investment Advisors, Inc. | 366.100 $ | +43.935 $ | 322.165 $ | +56.548 $ | 265.617 $ | +65.159 $ | 200.458 $ | |
|---|
| Archer Investment Management, LLC | 364.320 $ | | | | | | | |
|---|
| Rochester Wealth Strategies, LLC | 338.496 $ | -24.028 $ | 362.524 $ | +24.390 $ | 338.134 $ | +83.000 $ | 255.134 $ | |
|---|
| Solutions 4 Wealth, Ltd | 336.585 $ | -23.870 $ | 360.455 $ | +3.336 $ | 357.119 $ | +87.620 $ | 269.499 $ | |
|---|
| Ridgeline Wealth, LLC | 359.913 $ | +2.939 $ | 356.974 $ | +26.094 $ | 330.880 $ | +62.399 $ | 268.481 $ | |
|---|
| MYCIO WEALTH PARTNERS, LLC | 341.436 $ | -16.468 $ | 357.904 $ | +14.193 $ | 343.711 $ | +84.316 $ | 259.395 $ | |
|---|
| Portland Financial Advisors Inc | 331.280 $ | -23.516 $ | 354.796 $ | +20.536 $ | 334.260 $ | +35.825 $ | 298.435 $ | |
|---|
| QUARRY HILL ADVISORS, LLC | 233.588 $ | -120.172 $ | 353.760 $ | +46.858 $ | 306.902 $ | | | |
|---|
| Schwallier Wealth Management LLC | 288.873 $ | -64.486 $ | 353.359 $ | +21.716 $ | 331.643 $ | +17.872 $ | 313.771 $ | |
|---|
| ELLERSON GROUP INC /ADV | 329.384 $ | -23.380 $ | 352.764 $ | +115.867 $ | 236.897 $ | +0 $ | 236.897 $ | |
|---|
| New England Professional Planning Group Inc. | | | 236.184 $ | -116.480 $ | 352.664 $ | +86.513 $ | 266.151 $ | |
|---|
| Robinson Value Management, Ltd. | 328.862 $ | -23.344 $ | 352.206 $ | +13.967 $ | 338.239 $ | +82.974 $ | 255.265 $ | |
|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 321.385 $ | -30.054 $ | 351.439 $ | +35.334 $ | 316.105 $ | +77.551 $ | 238.554 $ | |
|---|
| STAPP WEALTH MANAGEMENT, PLLC | 326.927 $ | -23.207 $ | 350.134 $ | +13.885 $ | 336.249 $ | +82.485 $ | 253.764 $ | |
|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | 324.993 $ | -23.069 $ | 348.062 $ | +10.321 $ | 337.741 $ | +82.851 $ | 254.890 $ | |
|---|
| J2 Capital Management Inc | 344.317 $ | +6.370 $ | 337.947 $ | +13.682 $ | 324.265 $ | | | |
|---|
| Accordant Advisory Group Inc | 310.968 $ | -32.433 $ | 343.401 $ | +6.157 $ | 337.244 $ | +89.111 $ | 248.133 $ | |
|---|
| Westend Capital Management, LLC | 341.982 $ | +277.171 $ | 64.811 $ | +28.436 $ | 36.375 $ | +30.695 $ | 5.680 $ | |
|---|
| Revere Asset Management, Inc | | | 341.847 $ | | | | | |
|---|
| Holcombe Financial, Inc. | 334.665 $ | -5.110 $ | 339.775 $ | +13.474 $ | 326.301 $ | +95.812 $ | 230.489 $ | |
|---|
| Allodium Investment Consultants, LLC | 224.400 $ | -5.570 $ | 229.970 $ | -108.269 $ | 338.239 $ | | | |
|---|
| CORBYN INVESTMENT MANAGEMENT INC/MD | | | | | 338.239 $ | +81.097 $ | 257.142 $ | |
|---|
| Schulz Wealth, LTD. | 316.818 $ | -20.367 $ | 337.185 $ | +63.112 $ | 274.073 $ | +67.984 $ | 206.089 $ | |
|---|
| Longview Financial Advisors LLC | 313.870 $ | -22.280 $ | 336.150 $ | +13.330 $ | 322.820 $ | +60.422 $ | 262.398 $ | |
|---|
| DRAVO BAY LLC | 335.196 $ | +16.139 $ | 319.057 $ | +12.652 $ | 306.405 $ | +35.749 $ | 270.656 $ | |
|---|
| THEORY FINANCIAL LLC | 334.839 $ | +31.483 $ | 303.356 $ | | | | | |
|---|
| HC Advisors, LLC | 310.304 $ | -24.405 $ | 334.709 $ | +12.954 $ | 321.755 $ | -6.214 $ | 327.969 $ | |
|---|
| 10Elms LLP | 309.557 $ | -21.974 $ | 331.531 $ | +13.147 $ | 318.384 $ | +40.564 $ | 277.820 $ | |
|---|
| LETKO, BROSSEAU & ASSOCIATES INC | 309.033 $ | -21.419 $ | 330.452 $ | +13.104 $ | 317.348 $ | +77.849 $ | 239.499 $ | |
|---|
| eCIO, Inc. | 326.059 $ | -3.826 $ | | | 329.885 $ | +72.290 $ | 257.595 $ | |
|---|
| Investments & Financial Planning, LLC | 306.025 $ | -21.691 $ | 327.716 $ | +13.023 $ | 314.693 $ | +77.454 $ | 237.239 $ | |
|---|
| RETIREMENT FINANCIAL SOLUTIONS, LLC | | | 326.838 $ | +13.050 $ | 313.788 $ | +80.802 $ | 232.986 $ | |
|---|
| Altrius Capital Management Inc | 326.443 $ | +653 $ | 325.790 $ | +29.832 $ | 295.958 $ | +69.223 $ | 226.735 $ | |
|---|
| Access Investment Management LLC | 237.740 $ | +0 $ | 237.740 $ | -85.080 $ | 322.820 $ | | | |
|---|
| Bare Financial Services, Inc | 320.640 $ | +113.460 $ | 207.180 $ | +125.720 $ | | | 81.460 $ | |
|---|
| Standard Family Office LLC | 297.910 $ | -21.147 $ | 319.057 $ | +12.652 $ | 306.405 $ | +75.165 $ | 231.240 $ | |
|---|
| 1 NORTH WEALTH SERVICES LLC | 286.900 $ | -22.939 $ | 309.839 $ | -7.596 $ | 317.435 $ | +70.373 $ | 247.062 $ | |
|---|
| Grunden Financial Advisory, Inc. | 213.475 $ | -103.009 $ | 316.484 $ | | | | | |
|---|
| Prudent Man Investment Management, Inc. | 313.675 $ | +94.568 $ | 219.107 $ | +0 $ | 219.107 $ | +0 $ | 219.107 $ | |
|---|
| 180 GPS Investments IC Ltd | 310.967 $ | | | | | | | |
|---|
| Orcam Financial Group | 290.172 $ | -20.598 $ | 310.770 $ | +96.884 $ | 213.886 $ | | | |
|---|
| Cove Street Capital, LLC | | | 310.770 $ | +12.324 $ | 298.446 $ | +73.212 $ | 225.234 $ | |
|---|
| Aurelius Family Office LLC | 280.873 $ | -26.789 $ | 307.662 $ | | | | | |
|---|
| Life Planning Partners, Inc | 254.470 $ | -51.657 $ | 306.127 $ | +12.201 $ | 293.926 $ | +72.152 $ | 221.774 $ | |
|---|
| Mountain Hill Investment Partners Corp. | 285.336 $ | -20.255 $ | 305.591 $ | +34.503 $ | 271.088 $ | +65.374 $ | 205.714 $ | |
|---|
| Courage Miller Partners, LLC | 282.107 $ | -19.675 $ | 301.782 $ | | | | | |
|---|
| ADG Wealth Management Group, LLC | 299.361 $ | +13.971 $ | 285.390 $ | +36.188 $ | 249.202 $ | | | |
|---|
| Team Financial Group, LLC | 278.620 $ | -19.426 $ | 298.046 $ | +12.115 $ | 285.931 $ | +18.047 $ | 267.884 $ | |
|---|
| Share Andrew L. | 278.082 $ | -19.739 $ | 297.821 $ | +11.810 $ | 286.011 $ | +70.162 $ | 215.849 $ | |
|---|
| ARRIEN INVESTMENTS, INC. | 277.598 $ | -19.705 $ | 297.303 $ | +11.790 $ | 285.513 $ | +55.774 $ | 229.739 $ | |
|---|
| Sarver Vrooman Wealth Advisors | | | 293.678 $ | +11.647 $ | 282.031 $ | +69.185 $ | 212.846 $ | |
|---|
| ALBERT D MASON INC | 261.155 $ | -31.487 $ | 292.642 $ | +30.507 $ | 262.135 $ | | | |
|---|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 291.103 $ | +3.765 $ | 287.338 $ | | | | | |
|---|
| MJT & Associates Financial Advisory Group, Inc. | 271.839 $ | -19.227 $ | 291.066 $ | +18.506 $ | 272.560 $ | +66.862 $ | 205.698 $ | |
|---|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 201.189 $ | -89.383 $ | 290.572 $ | +44.683 $ | 245.889 $ | -31.199 $ | 277.088 $ | |
|---|
| Horizons Wealth Management | 261.638 $ | -26.860 $ | 288.498 $ | +5.472 $ | 283.026 $ | +57.417 $ | 225.609 $ | |
|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 182.324 $ | -103.584 $ | 285.908 $ | +11.338 $ | 274.570 $ | +67.360 $ | 207.210 $ | |
|---|
| Western Financial Corp/CA | 267.014 $ | -18.171 $ | 285.185 $ | | | | | |
|---|
| Stonehearth Capital Management, LLC | 276.233 $ | -6.658 $ | 282.891 $ | +11.220 $ | 271.671 $ | +66.646 $ | 205.025 $ | |
|---|
| CHARTIST INC /CA/ | 262.144 $ | -18.159 $ | 280.303 $ | | | | | |
|---|
| Luminist Capital LLC | 267.571 $ | -12.154 $ | 279.725 $ | +69.014 $ | 210.711 $ | +66.537 $ | 144.174 $ | |
|---|
| Ackerman Asset Management, LLC | 276.147 $ | | | | | | | |
|---|
| American Wealth Advisors, LLC | 253.912 $ | -17.508 $ | 271.420 $ | | | | | |
|---|
| Unconventional Investor, LLC | 252.579 $ | -17.873 $ | 270.452 $ | +10.772 $ | 259.680 $ | +34.802 $ | 224.878 $ | |
|---|
| HFM Investment Advisors, LLC | 269.519 $ | +127.051 $ | 142.468 $ | +1.770 $ | 140.698 $ | +67.628 $ | 73.070 $ | |
|---|
| Horizon Advisory Services, Inc. | 250.515 $ | -17.783 $ | 268.298 $ | -897 $ | 269.195 $ | +66.051 $ | 203.144 $ | |
|---|
| Global View Capital Management LLC | 267.925 $ | +4.806 $ | 263.119 $ | | | | | |
|---|
| Crabel Capital Management, LLC | | | | | | | 267.278 $ | |
|---|
| Lee-Kelleher Wealth Management | 249.548 $ | -17.714 $ | 267.262 $ | +7.614 $ | 259.648 $ | | | |
|---|
| Ariston Services Group | 248.581 $ | -17.645 $ | 266.226 $ | +10.557 $ | 255.669 $ | | | |
|---|
| Kanen Wealth Management LLC | | | 263.637 $ | +10.455 $ | 253.182 $ | | | |
|---|
| Vestment Financial LLC | 243.954 $ | -19.128 $ | 263.082 $ | +13.619 $ | 249.463 $ | +36.009 $ | 213.454 $ | |
|---|
| Weitzel Financial Services, Inc. | 235.051 $ | -18.332 $ | 253.383 $ | -8.198 $ | 261.581 $ | | | |
|---|
| AF Advisors, Inc. | 244.737 $ | -16.327 $ | 261.064 $ | | | | | |
|---|
| Mittelman Wealth Management | 260.627 $ | | | | | | | |
|---|
| FSR Wealth Management Ltd. | 260.042 $ | +13.653 $ | 246.389 $ | | | | | |
|---|
| Legacy Wealth Management, Inc | 258.737 $ | | | | | | | |
|---|
| FINANCIAL LIFE ADVISORS | 258.572 $ | | | | | | | |
|---|
| MOLLER WEALTH PARTNERS | 240.198 $ | -17.556 $ | 257.754 $ | +14.212 $ | 243.542 $ | | | |
|---|
| South Dakota Investment Council | 217.915 $ | -25.921 $ | 243.836 $ | -12.892 $ | 256.728 $ | +62.716 $ | 194.012 $ | |
|---|
| ETF Store, Inc. | 227.225 $ | -28.703 $ | 255.928 $ | +10.483 $ | 245.445 $ | | | |
|---|
| Livelsberger Financial Advisory | | | 248.805 $ | +9.973 $ | 238.832 $ | | | |
|---|
| ATLANTIC FAMILY WEALTH, LLC | 208.058 $ | -40.662 $ | 248.720 $ | | | | | |
|---|
| Your Advocates Ltd., LLP | 248.648 $ | +1.542 $ | 247.106 $ | +13.299 $ | 233.807 $ | +59.619 $ | 174.188 $ | |
|---|
| SMI Advisory Services, LLC | 229.047 $ | -19.281 $ | 248.328 $ | | | | | |
|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 232.817 $ | -14.807 $ | 247.624 $ | +1.753 $ | 245.871 $ | +59.126 $ | 186.745 $ | |
|---|
| USA FINANCIAL FORMULAS | 101.077 $ | -86.421 $ | 187.498 $ | -53.248 $ | 240.746 $ | | | |
|---|
| FC Advisory LLC | 221.093 $ | -15.419 $ | 236.512 $ | -3.323 $ | 239.835 $ | | | |
|---|
| Financial Designs Corp | | | | | 237.162 $ | | | |
|---|
| SHARIAPORTFOLIO, INC. | 209.407 $ | -20.045 $ | 229.452 $ | +1.638 $ | 227.814 $ | +23.602 $ | 204.212 $ | |
|---|
| Disciplined Equity Management, Inc. | 211.342 $ | -15.003 $ | 226.345 $ | +12.458 $ | 213.887 $ | +52.469 $ | 161.418 $ | |
|---|
| KIRR MARBACH & CO LLC /IN/ | 210.375 $ | -14.934 $ | 225.309 $ | +8.935 $ | 216.374 $ | | | |
|---|
| Dentgroup LLC | | | 222.147 $ | +8.837 $ | 213.310 $ | | | |
|---|
| Boyd Wealth Management, LLC | 208.924 $ | -11.723 $ | 220.647 $ | | | | | |
|---|
| KIECKHEFER GROUP LLC | 217.629 $ | | | | | | | |
|---|
| DURANTE & WATERS, LLC | | | 213.858 $ | +8.558 $ | 205.300 $ | | | |
|---|
| Sherwood Financial Partners, LLC | | | 212.877 $ | +8.441 $ | 204.436 $ | | | |
|---|
| WASATCH ADVISORS LP | | | 212.877 $ | +9.436 $ | 203.441 $ | | | |
|---|
| GHE, LLC | 210.375 $ | | | | | | | |
|---|
| Friedenthal Financial | 196.355 $ | -13.933 $ | 210.288 $ | +10.826 $ | 199.462 $ | | | |
|---|
| AG Asset Advisory, LLC | | | 206.662 $ | | | | | |
|---|
| Hippocratic Financial Advisors, LLC | | | 205.150 $ | | | | | |
|---|
| Destiny Capital Corp/CO | | | 203.554 $ | | | | | |
|---|
| Triple Frond Partners LLC | 170.478 $ | -29.025 $ | 199.503 $ | -975 $ | 200.478 $ | | | |
|---|
| PGGM Investments | 197.647 $ | +1.049 $ | 196.598 $ | +7.797 $ | 188.801 $ | +28.619 $ | 160.182 $ | |
|---|
| ECOFI INVESTISSEMENTS SA | 193.448 $ | +81.117 $ | | | | | 112.331 $ | |
|---|
| Koesten, Hirschmann & Crabtree, INC. | | | | | | | 191.124 $ | |
|---|
| Gulf International Bank (UK) Ltd | 173.205 $ | -12.154 $ | 185.359 $ | +4.736 $ | 180.623 $ | +28.276 $ | 152.347 $ | |
|---|
| PMV Capital Advisers, LLC | 56.602 $ | +10.504 $ | 46.098 $ | -132.353 $ | 178.451 $ | +51.194 $ | 127.257 $ | |
|---|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 165.372 $ | -8.528 $ | 173.900 $ | +1.076 $ | 172.824 $ | +42.396 $ | 130.428 $ | |
|---|
| SHELL ASSET MANAGEMENT CO | | | 51.457 $ | -122.356 $ | 173.813 $ | +69.636 $ | 104.177 $ | |
|---|
| Fairway Wealth LLC | 43.042 $ | +31.129 $ | 11.913 $ | -158.201 $ | 170.114 $ | +2.315 $ | 167.799 $ | |
|---|
| Bollard Group LLC | 140.596 $ | -26.524 $ | 167.120 $ | +10.397 $ | 156.723 $ | +51.225 $ | 105.498 $ | |
|---|
| Harvest Fund Management Co., Ltd | 155.834 $ | -4.021 $ | 159.855 $ | +4.480 $ | 155.375 $ | +28.742 $ | 126.633 $ | |
|---|
| NWI MANAGEMENT LP | 158.193 $ | +128.618 $ | 29.575 $ | +1.173 $ | 28.402 $ | +4.602 $ | 23.800 $ | |
|---|
| Wells Financial Advisors INC | 64.321 $ | -92.618 $ | 156.939 $ | +6.224 $ | 150.715 $ | +86.899 $ | 63.816 $ | |
|---|
| GW&K Investment Management, LLC | 145.542 $ | -11.250 $ | 156.792 $ | +3.416 $ | 153.376 $ | +35.398 $ | 117.978 $ | |
|---|
| Family CFO Inc | 149.922 $ | -4.275 $ | | | 154.197 $ | +37.826 $ | 116.371 $ | |
|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 141.107 $ | -10.389 $ | 151.496 $ | +5.479 $ | 146.017 $ | +31.731 $ | 114.286 $ | |
|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | 135.194 $ | -12.453 $ | 147.647 $ | -633 $ | 148.280 $ | +35.366 $ | 112.914 $ | |
|---|
| HANTZ FINANCIAL SERVICES, INC. | 123.549 $ | -19.793 $ | 143.342 $ | +21.274 $ | 122.068 $ | +25.372 $ | 96.696 $ | |
|---|
| PARK AVENUE SECURITIES LLC | 134.974 $ | -6.948 $ | 141.922 $ | +10.411 $ | 131.511 $ | | | |
|---|
| Wesleyan Assurance Society | 127.839 $ | -8.870 $ | 136.709 $ | +5.332 $ | 131.377 $ | +32.323 $ | 99.054 $ | |
|---|
| Annandale Capital, LLC | 15.088 $ | -104.463 $ | 119.551 $ | +108.031 $ | 11.520 $ | +2.831 $ | 8.689 $ | |
|---|
| LM Advisors LLC | 35.193 $ | +16.995 $ | 18.198 $ | -98.734 $ | 116.932 $ | +101.754 $ | 15.178 $ | |
|---|
| Vestcor Inc | 109.520 $ | -3.603 $ | 113.123 $ | -1.579 $ | 114.702 $ | +29.451 $ | 85.251 $ | |
|---|
| Avondale Wealth Management | | | | | 111.917 $ | +70.624 $ | 41.293 $ | |
|---|
| WEDBUSH SECURITIES INC | 107.954 $ | +2.403 $ | 105.551 $ | +2.856 $ | 102.695 $ | +20.655 $ | 82.040 $ | |
|---|
| INGALLS & SNYDER LLC | 93.501 $ | -6.963 $ | 100.464 $ | -1.567 $ | 102.031 $ | +23.805 $ | 78.226 $ | |
|---|
| Kessler Investment Group, LLC | | | | | 99.979 $ | +19.270 $ | 80.709 $ | |
|---|
| Duquesne Family Office LLC | | | | | 99.945 $ | | | |
|---|
| Reynders McVeigh Capital Management, LLC | 93.518 $ | -5.949 $ | 99.467 $ | +4.670 $ | 94.797 $ | +22.145 $ | 72.652 $ | |
|---|
| Vancity Investment Management Ltd | 78.444 $ | -9.543 $ | 87.987 $ | -4.239 $ | 92.226 $ | +21.460 $ | 70.766 $ | |
|---|
| Anderson Financial Strategies, LLC | | | | | | | 89.343 $ | |
|---|
| VESTOR CAPITAL, LLC | 87.524 $ | +7.760 $ | 79.764 $ | +79.568 $ | 196 $ | -50.590 $ | 50.786 $ | |
|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 81.524 $ | -5.916 $ | 87.440 $ | +438 $ | 87.002 $ | +20.233 $ | 66.769 $ | |
|---|
| S&CO INC | 83.326 $ | -3.501 $ | 86.827 $ | +4.167 $ | 82.660 $ | +21.843 $ | 60.817 $ | |
|---|
| NEVILLE RODIE & SHAW INC | 73.633 $ | -4.919 $ | 78.552 $ | -5.390 $ | 83.942 $ | +18.817 $ | 65.125 $ | |
|---|
| CONQUIS FINANCIAL LLC | 78.346 $ | -5.562 $ | 83.908 $ | | | | | |
|---|
| PayPay Securities Corp | 83.666 $ | +10.721 $ | 72.945 $ | +10.271 $ | 62.674 $ | +25.930 $ | 36.744 $ | |
|---|
| SYCOMORE ASSET MANAGEMENT | 81.889 $ | +0 $ | 81.889 $ | +0 $ | 81.889 $ | +0 $ | 81.889 $ | |
|---|
| Bulwark Capital Corp | 80.765 $ | +47.616 $ | 33.149 $ | +1.315 $ | 31.834 $ | | | |
|---|
| Baskin Financial Services Inc. | 69.284 $ | -5.853 $ | 75.137 $ | +2.226 $ | 72.911 $ | +17.518 $ | 55.393 $ | |
|---|
| MilWealth Group LLC | 74.478 $ | +1.965 $ | 72.513 $ | +2.875 $ | 69.638 $ | +17.083 $ | 52.555 $ | |
|---|
| BOSTON FAMILY OFFICE LLC | 66.725 $ | -5.556 $ | 72.281 $ | +2.607 $ | 69.674 $ | +17.723 $ | 51.951 $ | |
|---|
| PRAXIS INVESTMENT MANAGEMENT INC | 65.762 $ | -4.668 $ | 70.430 $ | +2.793 $ | 67.637 $ | +16.592 $ | 51.045 $ | |
|---|
| WENDELL DAVID ASSOCIATES INC | 64.311 $ | -4.884 $ | 69.195 $ | +2.643 $ | 66.552 $ | +15.861 $ | 50.691 $ | |
|---|
| Legend Financial Advisors, Inc. | | | | | 68.643 $ | | | |
|---|
| PHILADELPHIA TRUST CO | 59.628 $ | -5.917 $ | 65.545 $ | +33 $ | 65.512 $ | +14.091 $ | 51.421 $ | |
|---|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | | | 61.713 $ | -3.416 $ | 65.129 $ | +11.715 $ | 53.414 $ | |
|---|
| Capital Analysts, LLC | 54.060 $ | -10.684 $ | 64.744 $ | +3.802 $ | 60.942 $ | +15.855 $ | 45.087 $ | |
|---|
| AKUNA SECURITIES LLC | 63.838 $ | | | | | | | |
|---|
| AMICA MUTUAL INSURANCE CO | 55.725 $ | -3.956 $ | 59.681 $ | +181 $ | 59.500 $ | +13.958 $ | 45.542 $ | |
|---|
| MidAtlantic Capital Management, Inc. | 59.485 $ | | | | | | | |
|---|
| ROSS\JOHNSON & Associates LLC | 28.534 $ | -7.205 $ | 35.739 $ | +1.418 $ | 34.321 $ | -24.240 $ | 58.561 $ | |
|---|
| CX Institutional | 52.811 $ | -5.172 $ | 57.983 $ | +12.032 $ | 45.951 $ | +14.352 $ | 31.599 $ | |
|---|
| King Wealth Management Group | 54.607 $ | -3.128 $ | 57.735 $ | +2.254 $ | 55.481 $ | +12.835 $ | 42.646 $ | |
|---|
| IFS Advisors, LLC | 27.543 $ | -1.935 $ | 29.478 $ | +1.187 $ | 28.291 $ | -28.333 $ | 56.624 $ | |
|---|
| THOROUGHBRED FINANCIAL SERVICES, LLC | 50.638 $ | -3.258 $ | 53.896 $ | +2.725 $ | 51.171 $ | +1.751 $ | 49.420 $ | |
|---|
| STANCE CAPITAL LLC | | | 53.887 $ | | | | | |
|---|
| THOMPSON SIEGEL & WALMSLEY LLC | 46.015 $ | -3.208 $ | 49.223 $ | +1.934 $ | 47.289 $ | +10.742 $ | 36.547 $ | |
|---|
| Sellwood Investment Partners LLC | | | 49.205 $ | | | | | |
|---|
| Covington Investment Advisors Inc. | 41.537 $ | -7.192 $ | 48.729 $ | +1.945 $ | 46.784 $ | +11.579 $ | 35.205 $ | |
|---|
| Smithfield Trust Co | 44.400 $ | -2.793 $ | 47.193 $ | +1.899 $ | 45.294 $ | +11.007 $ | 34.287 $ | |
|---|
| FIDUCIARY ADVISORS, INC. | 43.781 $ | -3.072 $ | 46.853 $ | +1.888 $ | 44.965 $ | +11.054 $ | 33.911 $ | |
|---|
| SlateStone Wealth, LLC | 44.290 $ | -2.357 $ | 46.647 $ | +921 $ | 45.726 $ | +10.941 $ | 34.785 $ | |
|---|
| AMS Capital Ltda | 35.115 $ | -10.644 $ | 45.759 $ | +3.866 $ | 41.893 $ | +5.562 $ | 36.331 $ | |
|---|
| Penserra Capital Management LLC | 45.722 $ | +9.232 $ | 36.490 $ | +10.813 $ | 25.677 $ | +7.610 $ | 18.067 $ | |
|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 42.118 $ | -3.281 $ | 45.399 $ | +1.152 $ | 44.247 $ | +9.958 $ | 34.289 $ | |
|---|
| JACOBS & CO/CA | 41.421 $ | -3.544 $ | 44.965 $ | +1.208 $ | 43.757 $ | +9.760 $ | 33.997 $ | |
|---|
| Maxi Investments CY Ltd | 44.774 $ | +31.939 $ | 12.835 $ | -7.707 $ | 20.542 $ | -12.271 $ | 32.813 $ | |
|---|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 40.367 $ | -3.118 $ | 43.485 $ | +2.258 $ | 41.227 $ | +8.081 $ | 33.146 $ | |
|---|
| CSM Advisors, LLC | 40.112 $ | -604 $ | 40.716 $ | -2.605 $ | 43.321 $ | +11.934 $ | 31.387 $ | |
|---|
| DB Fitzpatrick & Co, Inc | 40.140 $ | -2.850 $ | 42.990 $ | +1.705 $ | 41.285 $ | +10.128 $ | 31.157 $ | |
|---|
| ABNER HERRMAN & BROCK LLC | 37.529 $ | -3.097 $ | 40.626 $ | | | | | |
|---|
| PROFESSIONAL ADVISORY SERVICES INC | 38.558 $ | -1.922 $ | 40.480 $ | +1.229 $ | 39.251 $ | +3.890 $ | 35.361 $ | |
|---|
| ALGERT GLOBAL LLC | 40.474 $ | +3.563 $ | 36.911 $ | +1.829 $ | 35.082 $ | +8.909 $ | 26.173 $ | |
|---|
| First Fiduciary Investment Counsel, Inc. | 36.683 $ | -2.903 $ | 39.586 $ | +419 $ | 39.167 $ | +9.049 $ | 30.118 $ | |
|---|
| Janney Capital Management LLC | 34.124 $ | -5.084 $ | 39.208 $ | | | | | |
|---|
| Newton One Investments LLC | 36.399 $ | -2.554 $ | 38.953 $ | +1.569 $ | 37.384 $ | +9.190 $ | 28.194 $ | |
|---|
| Premier Fund Managers Ltd | 30.822 $ | -7.647 $ | 38.469 $ | +2.075 $ | 36.394 $ | +11.861 $ | 24.533 $ | |
|---|
| Bayforest Capital Ltd | 29.984 $ | -8.344 $ | 38.328 $ | | | | | |
|---|
| Svenska Handelsbanken AB (publ) | | | | | 38.298 $ | | | |
|---|
| CENTAURUS FINANCIAL, INC. | 34.165 $ | -3.657 $ | 37.822 $ | +4.891 $ | | | 32.931 $ | |
|---|
| CIGNA INVESTMENTS INC /NEW | 34.386 $ | -2.861 $ | 37.247 $ | +1.242 $ | 36.005 $ | +8.141 $ | 27.864 $ | |
|---|
| FOSTER & MOTLEY INC | 36.175 $ | +244 $ | 35.931 $ | +4.253 $ | 31.678 $ | +10.213 $ | 21.465 $ | |
|---|
| Richardson Capital Management LLC | 33.600 $ | -2.375 $ | 35.975 $ | +8.399 $ | 27.576 $ | +3.393 $ | 24.183 $ | |
|---|
| Claret Asset Management Corp | 32.661 $ | -2.316 $ | 34.977 $ | +1.059 $ | 33.918 $ | +8.159 $ | 25.759 $ | |
|---|
| COOPER CREEK PARTNERS MANAGEMENT LLC | 16.658 $ | -12.257 $ | 28.915 $ | -3.691 $ | 32.606 $ | -728 $ | 33.334 $ | |
|---|
| WoodTrust Financial Corp | 30.766 $ | -1.891 $ | 32.657 $ | +662 $ | 31.995 $ | +8.056 $ | 23.939 $ | |
|---|
| Virtu Financial LLC | | | 31.159 $ | +14.557 $ | 16.602 $ | -2.355 $ | 18.957 $ | |
|---|
| Canal Insurance CO | 25.390 $ | -1.802 $ | 27.192 $ | -3.896 $ | 31.088 $ | +7.625 $ | 23.463 $ | |
|---|
| Westwind Capital | 28.487 $ | -2.575 $ | 31.062 $ | +1.617 $ | 29.445 $ | +7.366 $ | 22.079 $ | |
|---|
| Hayek Kallen Investment Management | 28.226 $ | -2.559 $ | 30.785 $ | +903 $ | 29.882 $ | +7.445 $ | 22.437 $ | |
|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 28.534 $ | -2.025 $ | 30.559 $ | | | | | |
|---|
| Greenwich Wealth Management LLC | 26.754 $ | -1.517 $ | 28.271 $ | +1.151 $ | 27.120 $ | +6.566 $ | 20.554 $ | |
|---|
| VALICENTI ADVISORY SERVICES INC | 25.881 $ | -1.547 $ | 27.428 $ | +492 $ | 26.936 $ | +6.736 $ | 20.200 $ | |
|---|
| LATHROP INVESTMENT MANAGEMENT CO | 24.876 $ | -2.225 $ | 27.101 $ | +700 $ | 26.401 $ | +5.732 $ | 20.669 $ | |
|---|
| JTC Employer Solutions Trustee Ltd | 3.067 $ | -220 $ | 3.287 $ | +288 $ | 2.999 $ | -23.038 $ | 26.037 $ | |
|---|
| Wayfinding Financial, LLC | 23.188 $ | -1.885 $ | 25.073 $ | -885 $ | 25.958 $ | +7.361 $ | 18.597 $ | |
|---|
| NATURAL INVESTMENTS, LLC | 22.753 $ | -3.100 $ | 25.853 $ | | | | | |
|---|
| Nicollet Investment Management, Inc. | 21.679 $ | -4.049 $ | 25.728 $ | +26 $ | 25.702 $ | +5.322 $ | 20.380 $ | |
|---|
| Arete Wealth Advisors, LLC | 25.247 $ | -468 $ | 25.715 $ | +813 $ | 24.902 $ | +5.835 $ | 19.067 $ | |
|---|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 23.813 $ | -1.796 $ | 25.609 $ | +814 $ | 24.795 $ | +6.411 $ | 18.384 $ | |
|---|
| HARBOR CAPITAL ADVISORS, INC. | 23.823 $ | -1.730 $ | 25.553 $ | +1.612 $ | 23.941 $ | +5.765 $ | 18.176 $ | |
|---|
| ASSET PLANNING SERVICES INC /LA/ /ADV | 22.354 $ | -2.882 $ | 25.236 $ | +1.073 $ | 24.163 $ | +5.816 $ | 18.347 $ | |
|---|
| Parkwood LLC | 10.513 $ | -4.599 $ | 15.112 $ | +5.796 $ | 9.316 $ | -15.876 $ | 25.192 $ | |
|---|
| PAYDEN & RYGEL | | | | | 25.084 $ | +6.153 $ | 18.931 $ | |
|---|
| Verde Servicos Internacionais S.A. | 18.793 $ | -6.134 $ | 24.927 $ | +2.398 $ | 22.529 $ | +14.081 $ | 8.448 $ | |
|---|
| HENDLEY & CO INC | 21.566 $ | -3.241 $ | 24.807 $ | +651 $ | 24.156 $ | +5.816 $ | 18.340 $ | |
|---|
| PFC CAPITAL GROUP, INC. | 22.219 $ | -2.564 $ | 24.783 $ | +766 $ | 24.017 $ | +4.736 $ | 19.281 $ | |
|---|
| von Borstel & Associates, Inc. | 344 $ | -24.433 $ | 24.777 $ | +24.396 $ | 381 $ | +165 $ | 216 $ | |
|---|
| Summit Global Investments | 21.501 $ | -3.226 $ | 24.727 $ | +540 $ | 24.187 $ | +16.813 $ | 7.374 $ | |
|---|
| M Holdings Securities, Inc. | 24.361 $ | +17.323 $ | 7.038 $ | -7.361 $ | | | 14.399 $ | |
|---|
| Hanson & Doremus Investment Management | 21.787 $ | -2.476 $ | 24.263 $ | +64 $ | 24.199 $ | +5.887 $ | 18.312 $ | |
|---|
| Lingohr Asset Management GmbH | | | 24.140 $ | +21.812 $ | 2.328 $ | -14.951 $ | 17.279 $ | |
|---|
| Community Bank & Trust, Waco, Texas | 21.083 $ | -2.002 $ | 23.085 $ | +791 $ | 22.294 $ | +5.247 $ | 17.047 $ | |
|---|
| Financially Speaking Inc | 21.279 $ | -1.511 $ | 22.790 $ | +904 $ | 21.886 $ | | | |
|---|
| LSV ASSET MANAGEMENT | 20.934 $ | -1.487 $ | 22.421 $ | +22.140 $ | 281 $ | +203 $ | 78 $ | |
|---|
| VALLEY NATIONAL ADVISERS INC | 19.199 $ | -497 $ | 19.696 $ | -2.507 $ | 22.203 $ | +5.374 $ | 16.829 $ | |
|---|
| PHYSICIANS FINANCIAL SERVICES, INC. | 19.966 $ | -1.747 $ | 21.713 $ | +573 $ | 21.140 $ | | | |
|---|
| BOSTON RESEARCH & MANAGEMENT INC | 18.950 $ | -2.569 $ | 21.519 $ | +926 $ | 20.593 $ | +4.842 $ | 15.751 $ | |
|---|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 16.791 $ | -1.353 $ | 18.144 $ | -2.382 $ | 20.526 $ | +5.038 $ | 15.488 $ | |
|---|
| Investor's Fiduciary Advisor Network, LLC | 17.228 $ | -1.188 $ | 18.416 $ | +568 $ | 17.848 $ | +10.917 $ | 6.931 $ | |
|---|
| Beutel, Goodman & Co Ltd. | 15.175 $ | -2.718 $ | 17.893 $ | -141 $ | 18.034 $ | +3.641 $ | 14.393 $ | |
|---|
| Gifford Fong Associates | 16.589 $ | -1.178 $ | 17.767 $ | +705 $ | 17.062 $ | +4.185 $ | 12.877 $ | |
|---|
| BIRINYI ASSOCIATES INC | 16.285 $ | -1.221 $ | 17.506 $ | +826 $ | 16.680 $ | +2.832 $ | 13.848 $ | |
|---|
| SHIKIAR ASSET MANAGEMENT INC | 16.087 $ | -1.320 $ | 17.407 $ | +781 $ | 16.626 $ | +2.325 $ | 14.301 $ | |
|---|
| Olde Wealth Management, LLC | 15.135 $ | -736 $ | 15.871 $ | +3.323 $ | | | 12.548 $ | |
|---|
| STEVENS CAPITAL MANAGEMENT LP | 6.158 $ | -9.118 $ | 15.276 $ | +11.502 $ | 3.774 $ | +1.461 $ | 2.313 $ | |
|---|
| GSA CAPITAL PARTNERS LLP | 3.379 $ | -1.436 $ | 4.815 $ | -10.321 $ | 15.136 $ | +13.501 $ | 1.635 $ | |
|---|
| O'Neil Global Advisors, Inc. | | | 15.049 $ | +13.246 $ | 1.803 $ | | | |
|---|
| Brick & Kyle, Associates | 13.190 $ | -1.435 $ | 14.625 $ | +911 $ | 13.714 $ | +3.181 $ | 10.533 $ | |
|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | 13.610 $ | -755 $ | 14.365 $ | +574 $ | 13.791 $ | +3.343 $ | 10.448 $ | |
|---|
| AM INVESTMENT STRATEGIES LLC | 14.245 $ | +313 $ | 13.932 $ | -420 $ | 14.352 $ | +3.651 $ | 10.701 $ | |
|---|
| White Pine Investment CO | 12.652 $ | -1.258 $ | 13.910 $ | +321 $ | 13.589 $ | +2.908 $ | 10.681 $ | |
|---|
| Lester Murray Antman dba SimplyRich | 12.496 $ | -896 $ | 13.392 $ | +366 $ | 13.026 $ | | | |
|---|
| Redwood Investment Management, LLC | 13.013 $ | +2.666 $ | 10.347 $ | +406 $ | 9.941 $ | +805 $ | 9.136 $ | |
|---|
| Ceeto Capital Group, LLC | 12.789 $ | -85 $ | 12.874 $ | +1.108 $ | 11.766 $ | +2.886 $ | 8.880 $ | |
|---|
| AR ASSET MANAGEMENT INC | 11.800 $ | -837 $ | 12.637 $ | +501 $ | 12.136 $ | +3.022 $ | 9.114 $ | |
|---|
| Pinnacle West Asset Management, Inc. | 11.648 $ | -943 $ | 12.591 $ | +462 $ | 12.129 $ | +2.938 $ | 9.191 $ | |
|---|
| Trust Co of Kansas | 11.701 $ | -765 $ | 12.466 $ | +472 $ | 11.994 $ | +3.244 $ | 8.750 $ | |
|---|
| First PREMIER Bank | 11.493 $ | -869 $ | 12.362 $ | +485 $ | 11.877 $ | +3.056 $ | 8.821 $ | |
|---|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 10.905 $ | -1.367 $ | 12.272 $ | +38 $ | 12.234 $ | +2.511 $ | 9.723 $ | |
|---|
| MOUNT VERNON ASSOCIATES INC /MD/ | 10.982 $ | -680 $ | 11.662 $ | -563 $ | 12.225 $ | +2.952 $ | 9.273 $ | |
|---|
| Centerpoint Advisors, LLC | 10.938 $ | -827 $ | 11.765 $ | +571 $ | 11.194 $ | +2.634 $ | 8.560 $ | |
|---|
| SOL Capital Management CO | 10.338 $ | -1.246 $ | 11.584 $ | +375 $ | 11.209 $ | +2.723 $ | 8.486 $ | |
|---|
| Aspen Investment Management Inc | 11.580 $ | +2.740 $ | 8.840 $ | +627 $ | 8.213 $ | +1.530 $ | 6.683 $ | |
|---|
| Eagle Capital Management, LLC | 10.571 $ | -902 $ | 11.473 $ | +303 $ | 11.170 $ | +2.589 $ | 8.581 $ | |
|---|
| SENTRY INVESTMENT MANAGEMENT LLC | 9.391 $ | -769 $ | 10.160 $ | -482 $ | 10.642 $ | +2.894 $ | 7.748 $ | |
|---|
| SENTINEL TRUST CO LBA | 9.985 $ | -555 $ | 10.540 $ | -17 $ | 10.557 $ | +2.149 $ | 8.408 $ | |
|---|
| Lesa Sroufe & Co | 9.807 $ | -747 $ | 10.554 $ | +431 $ | 10.123 $ | +2.484 $ | 7.639 $ | |
|---|
| North Growth Management Ltd. | 9.164 $ | -533 $ | 9.697 $ | -540 $ | 10.237 $ | +2.511 $ | 7.726 $ | |
|---|
| Fruth Investment Management | 8.053 $ | -1.505 $ | 9.558 $ | -352 $ | 9.910 $ | +2.296 $ | 7.614 $ | |
|---|
| Aurora Investment Managers, LLC. | 9.109 $ | -687 $ | 9.796 $ | +380 $ | 9.416 $ | +2.310 $ | 7.106 $ | |
|---|
| CYBER HORNET ETFs LLC | | | | | 9.764 $ | | | |
|---|
| Capital Advisors, Ltd. LLC | 8.554 $ | -1.120 $ | 9.674 $ | +933 $ | 8.741 $ | +2.376 $ | 6.365 $ | |
|---|
| RD Finance Ltd | 9.510 $ | +3.070 $ | | | | | 6.440 $ | |
|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7.351 $ | -2.076 $ | 9.427 $ | +3.010 $ | 6.417 $ | -1.316 $ | 7.733 $ | |
|---|
| WealthBridge Investment Counsel Inc. | 9.383 $ | +173 $ | 9.210 $ | +123 $ | 9.087 $ | +2.267 $ | 6.820 $ | |
|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 7.106 $ | -2.229 $ | 9.335 $ | +372 $ | 8.963 $ | +2.157 $ | 6.806 $ | |
|---|
| DILLON & ASSOCIATES INC | 8.943 $ | -232 $ | 9.175 $ | +484 $ | 8.691 $ | +2.295 $ | 6.396 $ | |
|---|
| Martin Capital Partners, LLC | 9.166 $ | +965 $ | 8.201 $ | +231 $ | 7.970 $ | +5.955 $ | 2.015 $ | |
|---|
| MOSAIC FINANCIAL GROUP, LLC | 7.883 $ | -1.071 $ | 8.954 $ | +257 $ | 8.697 $ | +2.113 $ | 6.584 $ | |
|---|
| Bull Street Advisors, LLC | 8.291 $ | -612 $ | 8.903 $ | +314 $ | 8.589 $ | +2.024 $ | 6.565 $ | |
|---|
| Beaton Management Co. Inc. | 7.977 $ | -566 $ | 8.543 $ | +316 $ | 8.227 $ | +1.551 $ | 6.676 $ | |
|---|
| Sierra Capital LLC | 7.860 $ | -584 $ | 8.444 $ | +410 $ | 8.034 $ | +1.900 $ | 6.134 $ | |
|---|
| Peloton Wealth Strategists | 7.219 $ | -1.103 $ | 8.322 $ | +199 $ | 8.123 $ | +1.994 $ | 6.129 $ | |
|---|
| Stolper Co | 7.707 $ | -538 $ | 8.245 $ | +300 $ | 7.945 $ | +1.876 $ | 6.069 $ | |
|---|
| HAZLETT, BURT & WATSON, INC. | 7.570 $ | -536 $ | 8.106 $ | +391 $ | 7.715 $ | +2.201 $ | 5.514 $ | |
|---|
| Hemington Wealth Management | | | 8.040 $ | | | | | |
|---|
| STONERIDGE INVESTMENT PARTNERS LLC | 7.841 $ | -176 $ | 8.017 $ | +711 $ | 7.306 $ | +819 $ | 6.487 $ | |
|---|
| Cloud Capital Management, LLC | 7.931 $ | +1.058 $ | 6.873 $ | -218 $ | 7.091 $ | | | |
|---|
| LaSalle St. Investment Advisors, LLC | 7.518 $ | -388 $ | 7.906 $ | +1.316 $ | 6.590 $ | +905 $ | 5.685 $ | |
|---|
| ICON ADVISERS INC/CO | 7.254 $ | -515 $ | 7.769 $ | +308 $ | 7.461 $ | | | |
|---|
| Citadel Investment Advisory, Inc. | 7.214 $ | -512 $ | 7.726 $ | +301 $ | 7.425 $ | +1.463 $ | 5.962 $ | |
|---|
| HARVEY INVESTMENT CO LLC | 7.068 $ | -634 $ | 7.702 $ | +306 $ | 7.396 $ | +1.814 $ | 5.582 $ | |
|---|
| Old North State Trust, LLC | | | 7.497 $ | +266 $ | 7.231 $ | +1.327 $ | 5.904 $ | |
|---|
| Banco de Sabadell, S.A | 7.228 $ | -238 $ | 7.466 $ | +1.201 $ | 6.265 $ | +1.549 $ | 4.716 $ | |
|---|
| Lakehouse Capital Pty Ltd | 4.308 $ | -3.095 $ | 7.403 $ | +2.692 $ | 4.711 $ | +1.156 $ | 3.555 $ | |
|---|
| Geo Capital Gestora de Recursos Ltd | 3.518 $ | -1.970 $ | 5.488 $ | -1.513 $ | 7.001 $ | +1.419 $ | 5.582 $ | |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 6.650 $ | -78 $ | 6.728 $ | +162 $ | 6.566 $ | +1.635 $ | 4.931 $ | |
|---|
| TOBAM | 6.607 $ | +5.808 $ | 799 $ | +31 $ | 768 $ | +121 $ | 647 $ | |
|---|
| Quantitative Investment Management, LLC | | | 6.345 $ | | | | | |
|---|
| SoundView Advisors Inc. | 682 $ | -5.184 $ | 5.866 $ | | | | | |
|---|
| TSFG, LLC | 5.229 $ | -440 $ | 5.669 $ | +241 $ | 5.428 $ | +1.320 $ | 4.108 $ | |
|---|
| Acorns Advisers, LLC | 5.535 $ | +482 $ | 5.053 $ | +812 $ | 4.241 $ | +1.266 $ | 2.975 $ | |
|---|
| Amica Retiree Medical Trust | | | 5.382 $ | | | | | |
|---|
| Front Street Capital Management, Inc. | 4.501 $ | -687 $ | 5.188 $ | +478 $ | 4.710 $ | +670 $ | 4.040 $ | |
|---|
| CKW FINANCIAL GROUP | 4.639 $ | -410 $ | 5.049 $ | +319 $ | 4.730 $ | +1.057 $ | 3.673 $ | |
|---|
| FDx Advisors, Inc. | 4.355 $ | -383 $ | 4.738 $ | -226 $ | 4.964 $ | +1.208 $ | 3.756 $ | |
|---|
| Inspire Investing, LLC | 4.836 $ | | | | | | | |
|---|
| Select Asset Management & Trust | 4.414 $ | -363 $ | 4.777 $ | +206 $ | 4.571 $ | +1.145 $ | 3.426 $ | |
|---|
| Palisades Hudson Asset Management, L.P. | 4.277 $ | -304 $ | 4.581 $ | +182 $ | 4.399 $ | +1.079 $ | 3.320 $ | |
|---|
| DELTA CAPITAL MANAGEMENT LLC | 3.550 $ | -873 $ | 4.423 $ | +163 $ | 4.260 $ | +1.045 $ | 3.215 $ | |
|---|
| Coston, McIsaac & Partners | 4.075 $ | -324 $ | 4.399 $ | +186 $ | 4.213 $ | +1.033 $ | 3.180 $ | |
|---|
| ROVIN CAPITAL /UT/ /ADV | 3.870 $ | -457 $ | 4.327 $ | +545 $ | 3.782 $ | +944 $ | 2.838 $ | |
|---|
| Seascape Capital Management | 4.063 $ | +2.146 $ | 1.917 $ | +220 $ | 1.697 $ | +343 $ | 1.354 $ | |
|---|
| Betterment LLC | 3.926 $ | +413 $ | 3.513 $ | +410 $ | 3.103 $ | +841 $ | 2.262 $ | |
|---|
| FNY Investment Advisers, LLC | 3 $ | -3.906 $ | 3.909 $ | +1.679 $ | 2.230 $ | -277 $ | 2.507 $ | |
|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 3.386 $ | -240 $ | 3.626 $ | +998 $ | | | 2.628 $ | |
|---|
| Arkos Global Advisors | 1.552 $ | -1.840 $ | 3.392 $ | +1.970 $ | 1.422 $ | +455 $ | 967 $ | |
|---|
| MAGNOLIA CAPITAL MANAGEMENT LTD | 3.148 $ | -223 $ | 3.371 $ | +143 $ | 3.228 $ | +792 $ | 2.436 $ | |
|---|
| Matrix Trust Co | 3.144 $ | -144 $ | 3.288 $ | +23 $ | 3.265 $ | +888 $ | 2.377 $ | |
|---|
| DOHENY ASSET MANAGEMENT /CA | 3.028 $ | -230 $ | 3.258 $ | +124 $ | 3.134 $ | +780 $ | 2.354 $ | |
|---|
| Wood Tarver Financial Group, LLC | 2.920 $ | -301 $ | 3.221 $ | +48 $ | 3.173 $ | | | |
|---|
| X-Square Capital, LLC | 2.969 $ | -247 $ | 3.216 $ | +173 $ | 3.043 $ | +743 $ | 2.300 $ | |
|---|
| CHASE INVESTMENT COUNSEL CORP | 1.168 $ | -2.017 $ | 3.185 $ | +172 $ | 3.013 $ | +424 $ | 2.589 $ | |
|---|
| FLOW TRADERS U.S. LLC | | | 3.015 $ | | | | | |
|---|
| A. D. Beadell Investment Counsel, Inc. | 2.779 $ | -198 $ | 2.977 $ | +44 $ | 2.933 $ | +783 $ | 2.150 $ | |
|---|
| Paradigm Capital Management, LLC/NV | 2.414 $ | -174 $ | 2.588 $ | -248 $ | 2.836 $ | +715 $ | 2.121 $ | |
|---|
| Main Management ETF Advisors, LLC | 2.651 $ | -159 $ | 2.810 $ | | | | | |
|---|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1.991 $ | -141 $ | 2.132 $ | -562 $ | 2.694 $ | +628 $ | 2.066 $ | |
|---|
| Ulland Investment Advisors, LLC | 2.402 $ | -286 $ | 2.688 $ | +156 $ | 2.532 $ | +340 $ | 2.192 $ | |
|---|
| Avion Wealth | 2.253 $ | -319 $ | 2.572 $ | | | | | |
|---|
| Roble, Belko & Company, Inc | 2.373 $ | -147 $ | 2.520 $ | +135 $ | 2.385 $ | +771 $ | 1.614 $ | |
|---|
| Cunning Capital Partners, LP | 2.351 $ | -167 $ | 2.518 $ | +100 $ | 2.418 $ | +593 $ | 1.825 $ | |
|---|
| Silver Oak Advisory Group, Inc. | 1.897 $ | -606 $ | 2.503 $ | | | | | |
|---|
| Warburton Capital Management, LLC | 2.448 $ | -47 $ | 2.495 $ | | | | | |
|---|
| USAdvisors Wealth Management, LLC | 1.530 $ | -97 $ | 1.627 $ | +86 $ | 1.541 $ | -816 $ | 2.357 $ | |
|---|
| Columbia River Financial Group, LLC | 1.940 $ | -87 $ | 2.027 $ | -119 $ | 2.146 $ | +642 $ | 1.504 $ | |
|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 1.745 $ | -277 $ | 2.022 $ | +13 $ | 2.009 $ | +512 $ | 1.497 $ | |
|---|
| Keener Financial Planning LLC | 1.827 $ | +271 $ | 1.556 $ | +97 $ | 1.459 $ | +358 $ | 1.101 $ | |
|---|
| Covestor Ltd | 1.729 $ | -87 $ | 1.816 $ | +131 $ | 1.685 $ | +52 $ | 1.633 $ | |
|---|
| Opus Capital Group, LLC | 1.712 $ | -95 $ | 1.807 $ | +80 $ | 1.727 $ | +486 $ | 1.241 $ | |
|---|
| COHEN & STEERS, INC. | | | | | | | 1.798 $ | |
|---|
| Motiv8 Investments LLC | 1.724 $ | | | | | | | |
|---|
| WELCH CAPITAL PARTNERS LLC/NY | 1.517 $ | -108 $ | 1.625 $ | +65 $ | 1.560 $ | +382 $ | 1.178 $ | |
|---|
| WARNER FINANCIAL, INC | 1.548 $ | +76 $ | 1.472 $ | +58 $ | 1.414 $ | +347 $ | 1.067 $ | |
|---|
| Cairn Investment Group, Inc. | 1.389 $ | -125 $ | 1.514 $ | +48 $ | 1.466 $ | +328 $ | 1.138 $ | |
|---|
| Colorado Capital Management, Inc. | 1.274 $ | -221 $ | 1.495 $ | +83 $ | 1.412 $ | +429 $ | 983 $ | |
|---|
| R. W. Roge & Company, Inc. | 1.425 $ | +4 $ | 1.421 $ | | | | | |
|---|
| One Degree Advisors Inc | 1.213 $ | -160 $ | 1.373 $ | +418 $ | | | 955 $ | |
|---|
| WINSLOW ASSET MANAGEMENT INC | 1.234 $ | -99 $ | 1.333 $ | -24 $ | 1.357 $ | +267 $ | 1.090 $ | |
|---|
| McClarren Financial Advisors, Inc. | | | | | | | 1.275 $ | |
|---|
| Hunter Perkins Capital Management, LLC | 936 $ | -66 $ | 1.002 $ | -10 $ | 1.012 $ | +248 $ | 764 $ | |
|---|
| EMC Capital Management | 436 $ | -35 $ | 471 $ | +19 $ | 452 $ | -447 $ | 899 $ | |
|---|
| NFC Investments, LLC | 718 $ | -51 $ | 769 $ | +23 $ | 746 $ | +183 $ | 563 $ | |
|---|
| Financial Connections Group, Inc. | 680 $ | -65 $ | 745 $ | +29 $ | 716 $ | | | |
|---|
| LBJ Family Wealth Advisors, Ltd. | 547 $ | -145 $ | 692 $ | +28 $ | 664 $ | +163 $ | 501 $ | |
|---|
| Jackson Creek Investment Advisors LLC | 570 $ | -55 $ | 625 $ | -19 $ | 644 $ | +148 $ | 496 $ | |
|---|
| F&V Capital Management, LLC | 336 $ | -61 $ | 397 $ | -28 $ | 425 $ | +194 $ | 231 $ | |
|---|
| BEDDOW CAPITAL MANAGEMENT INC | 382 $ | -32 $ | 414 $ | +16 $ | 398 $ | +107 $ | 291 $ | |
|---|
| Elite Financial, Inc. | 310 $ | -14 $ | 324 $ | -19 $ | 343 $ | | | |
|---|
| Rye Brook Capital LLC | 290 $ | -21 $ | 311 $ | +13 $ | 298 $ | +73 $ | 225 $ | |
|---|
| Navigoe, LLC | 172 $ | -12 $ | 184 $ | +28 $ | 156 $ | | | |
|---|
| Ball & Co Wealth Management Inc. | 27 $ | -2 $ | 29 $ | +1 $ | 28 $ | +7 $ | 21 $ | |