Signals

AVUV

1289 in-universe funds with a nonzero position in AVUV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#117
Score / z1.795 / 2.15
Consensus421.02 over 789 funds
Momentum-0.06 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest+17% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Creative Planning CIK 0001540235 0.979 4196 2,695.2 1.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 981.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 818.8 0.8% 6 +0.0 pp +0.1 pp -0.1 pp -0.3 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 431.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 425.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 385.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 374.3 3.2% 5 +0.4 pp +0.7 pp +0.7 pp +0.8 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 352.3 13.4% 5 -1.1 pp -0.4 pp -0.3 pp -0.3 pp
Truepoint, Inc. CIK 0001427748 0.954 160 331.1 6.9% 5 -0.2 pp +0.4 pp +0.5 pp +0.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 326.0 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 299.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 285.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 240.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 224.8 1.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 200.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 191.5 4.7% 5 -0.1 pp +0.5 pp +0.7 pp +1.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 178.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 173.3 7.5% 5 +0.4 pp +1.1 pp +1.4 pp +1.8 pp
Unison Advisors LLC CIK 0001695818 0.855 173 166.7 11.6% 5 +0.5 pp -0.1 pp -0.3 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 162.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 144.7 7.5% 5 -0.1 pp +0.4 pp +0.5 pp +0.7 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 141.4 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 139.6 6.5% 5 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 132.7 0.7% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 132.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 129.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 127.5 2.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 118.3 0.3% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 114.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 112.6 9.9% 1 +9.9 pp +9.9 pp +1.1 pp +6.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 110.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 107.8 2.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 93.6 5.9% 5 +0.2 pp +0.7 pp +0.9 pp +1.2 pp
Foster Group, Inc. CIK 0001841544 0.874 318 85.6 2.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 85.5 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 85.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 83.3 4.2% 5 -0.0 pp +0.2 pp +2.3 pp +2.4 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 78.8 7.7% 5 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 78.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 77.1 12.3% 5 +0.2 pp +0.0 pp -0.0 pp +0.3 pp
PDS Planning, Inc CIK 0000838618 0.712 609 76.7 4.4% 5 +0.0 pp +0.3 pp +0.4 pp +0.6 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 74.5 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 73.6 1.9% 5 +1.1 pp +1.0 pp +1.0 pp +0.9 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 73.4 17.3% 5 -0.4 pp -0.4 pp -1.1 pp -1.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 71.6 2.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 69.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 68.1 4.1% 5 +0.2 pp +1.5 pp +1.4 pp +4.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 68.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 65.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 65.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 63.4 29.5% 2 +0.2 pp +29.5 pp +29.5 pp +29.5 pp
Burton Enright Welch CIK 0002105919 0.824 136 63.4 7.4% 7 +0.1 pp +0.7 pp +0.6 pp +0.6 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 63.3 10.2% 5 +1.2 pp +2.5 pp +4.0 pp +4.8 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 62.0 3.1% 5 -0.2 pp -0.6 pp -0.8 pp -0.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 56.7 7.3% 5 -0.2 pp +0.4 pp +0.5 pp +0.7 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 55.7 1.2% 5 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 55.6 21.4% 5 +1.3 pp +2.1 pp +2.5 pp +3.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 55.5 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 55.0 6.7% 2 +0.0 pp +6.7 pp -0.6 pp -1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 54.5 0.5% 5 -0.0 pp -0.4 pp -0.8 pp -0.8 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 54.2 3.0% 5 -0.1 pp +0.5 pp +0.5 pp -1.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 53.6 0.8% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 51.3 14.0% 7 +0.5 pp +1.2 pp +1.4 pp +1.8 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 51.2 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 50.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 49.6 0.9% 5 -0.1 pp -0.0 pp -0.5 pp -0.4 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 48.8 5.0% 5 -0.2 pp +0.0 pp +0.1 pp -0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 48.1 3.6% 5 -0.2 pp +0.2 pp +0.3 pp +0.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 47.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Three Arch Wealth Management LLC CIK 0002109462 0.747 69 45.5 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 45.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
BWM Planning, LLC CIK 0002039698 0.671 99 45.2 10.5% 5 +0.3 pp +1.2 pp +1.4 pp +1.1 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 42.3 4.3% 5 +0.4 pp +0.6 pp +0.8 pp +1.1 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 42.2 12.6% 5 +0.3 pp +0.6 pp +1.1 pp +1.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 42.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 41.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 40.6 6.0% 5 -0.0 pp +0.2 pp +0.3 pp -0.9 pp
ENZI WEALTH CIK 0001887441 0.755 76 40.4 12.8% 5 +0.8 pp +1.8 pp +10.9 pp +10.9 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 40.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 39.3 9.0% 5 -0.1 pp +0.4 pp +0.3 pp +0.7 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 38.9 13.0% 6 +0.3 pp +1.1 pp +1.4 pp +1.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 38.3 1.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 37.8 8.7% 5 -0.8 pp -0.5 pp -0.6 pp -0.6 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 36.9 3.9% 5 -0.0 pp -0.3 pp -0.2 pp -0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 36.7 2.5% 5 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 36.0 17.2% 5 -2.8 pp -5.4 pp -5.3 pp -5.2 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 36.0 13.6% 5 +0.2 pp +1.0 pp +3.5 pp +3.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 35.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 35.8 3.7% 5 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 35.6 12.9% 5 -0.0 pp +0.4 pp +0.5 pp +1.2 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 35.5 5.1% 5 +0.0 pp +0.6 pp +1.0 pp +1.6 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 35.1 2.2% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 34.6 5.7% 5 +0.2 pp +0.6 pp +0.8 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 33.8 2.1% 5 +0.2 pp -0.0 pp -0.1 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 33.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 33.0 5.7% 5 +0.3 pp +0.7 pp +0.6 pp +0.9 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 32.8 15.1% 5 +0.1 pp +0.8 pp +0.8 pp +1.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 32.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 32.3 12.4% 5 -0.6 pp -0.5 pp -1.2 pp -1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 31.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 30.8 7.0% 5 +0.2 pp +0.7 pp +0.9 pp +1.2 pp
Meritas Wealth Management, LLC CIK 0001990690 0.770 63 30.7 12.0% 5 +0.6 pp +1.9 pp +2.5 pp +3.3 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 29.9 4.0% 5 -0.2 pp +0.0 pp -0.0 pp +0.1 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 29.8 4.9% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 29.1 7.0% 5 +0.4 pp -1.7 pp -2.2 pp -1.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 29.0 0.6% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 28.8 3.9% 5 -0.1 pp +0.4 pp +0.5 pp +0.6 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 28.1 4.5% 4 +0.2 pp +0.8 pp +0.8 pp +4.5 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 28.1 2.8% 2 +0.9 pp +2.8 pp +2.8 pp +2.8 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 28.0 3.3% 5 -0.3 pp -0.2 pp -0.6 pp -0.9 pp
&PARTNERS CIK 0000107136 0.806 2509 28.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 27.9 6.9% 3 +0.1 pp +0.5 pp +6.9 pp +6.9 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 27.8 4.0% 5 +0.0 pp +0.4 pp +0.9 pp +1.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 27.5 2.2% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 27.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 27.3 6.4% 5 -0.2 pp +0.3 pp -0.3 pp -0.3 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 27.0 9.9% 5 +8.3 pp +8.2 pp +8.1 pp +8.1 pp
JRM Investment Counsel, LLC CIK 0001631084 0.892 21 26.9 6.5% 5 +0.4 pp +1.4 pp +1.4 pp +1.8 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 26.8 4.5% 5 +0.2 pp +0.9 pp +1.2 pp +1.4 pp
COWA, LLC CIK 0001844480 0.512 181 26.7 6.7% 5 -0.1 pp -0.3 pp -0.6 pp -0.4 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 26.5 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 26.5 3.5% 5 +0.2 pp +0.6 pp +0.7 pp +0.6 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 26.1 4.5% 7 +0.0 pp +0.3 pp +0.5 pp +0.7 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 25.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 24.9 5.5% 5 -0.5 pp -0.0 pp +0.0 pp +0.2 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 24.9 7.1% 5 +0.0 pp +0.1 pp -0.0 pp +3.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 24.7 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 24.6 9.6% 5 -1.6 pp -0.7 pp -0.6 pp -0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 24.5 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 24.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flagstone Financial Management CIK 0001968890 0.851 77 24.4 5.4% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 24.3 2.4% 5 +0.6 pp +1.7 pp +2.1 pp +2.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 23.8 0.6% 5 -0.0 pp +0.0 pp -0.6 pp -0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 23.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 23.0 10.8% 5 -0.0 pp +0.5 pp +0.8 pp +0.3 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 23.0 3.9% 5 +0.2 pp +0.8 pp +0.9 pp +1.2 pp
BFSG, LLC CIK 0001706836 0.376 765 22.7 2.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Certified Advisory Corp CIK 0001731732 0.386 327 22.7 1.8% 5 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 22.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 22.6 1.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
MB Generational Wealth, LLC CIK 0002009056 0.656 66 22.2 10.9% 4 +0.1 pp +1.3 pp +0.1 pp +10.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 21.6 5.5% 5 +0.1 pp +0.9 pp +1.5 pp +2.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 21.6 0.7% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 21.2 14.2% 2 +0.4 pp +14.2 pp +14.2 pp +14.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 21.0 3.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 20.9 13.0% 2 +0.1 pp +13.0 pp +13.0 pp +13.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 20.9 3.1% 5 -0.1 pp +0.4 pp +0.4 pp +0.6 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 20.6 3.0% 7 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 20.5 2.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Avondale Wealth Management CIK 0001738720 0.648 66 20.4 8.3% 5 -0.2 pp +0.2 pp +0.6 pp +1.2 pp
BetterWealth, LLC CIK 0001911702 0.869 86 20.4 3.6% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 20.3 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 20.1 4.3% 2 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
WJ Interests, LLC CIK 0001727642 0.622 22 19.9 7.7% 5 -1.3 pp -1.1 pp -0.9 pp +0.4 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 19.8 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 19.6 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 19.4 2.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 19.3 3.1% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 19.3 2.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 19.2 6.9% 4 +0.1 pp +1.0 pp +0.7 pp +6.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 18.9 0.4% 5 +0.1 pp +0.2 pp -0.1 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 18.7 0.6% 5 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Invariant Investment Management CIK 0001850871 0.577 68 18.6 10.9% 2 -0.3 pp +10.9 pp +10.9 pp +10.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 18.5 4.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.0 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 18.0 1.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 17.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 17.7 2.9% 5 -0.4 pp -0.1 pp -0.1 pp -0.2 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 17.7 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.4 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 17.7 2.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 17.7 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 17.5 8.6% 2 +0.2 pp +8.6 pp +8.6 pp +8.6 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 17.5 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
NWAM LLC CIK 0001655006 0.392 684 17.2 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 17.1 4.4% 5 +0.9 pp +1.2 pp +1.4 pp +1.3 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 17.1 2.1% 5 -0.1 pp -0.9 pp -1.1 pp -1.4 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 16.9 2.8% 5 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 16.6 2.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 16.3 1.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 16.2 1.7% 6 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 16.2 4.3% 5 +0.0 pp +0.2 pp -0.2 pp -0.7 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 16.1 3.3% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 16.1 2.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 16.1 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 16.0 7.6% 4 +0.2 pp +0.8 pp +0.7 pp +7.6 pp
Platform Wealth Management, LLC CIK 0002110622 0.294 57 15.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 15.7 1.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 15.6 0.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 15.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 15.6 0.4% 5 +0.0 pp +0.3 pp +0.1 pp +0.1 pp
Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 15.6 6.0% 7 +1.0 pp +1.3 pp +1.3 pp +1.4 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 15.4 1.6% 5 -0.9 pp +0.2 pp +0.6 pp +0.8 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 15.3 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 15.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 15.3 5.4% 5 -0.2 pp +0.3 pp +0.1 pp +0.3 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 15.2 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 15.2 5.4% 5 -0.4 pp -0.2 pp +0.0 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 15.2 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 15.1 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 15.1 2.7% 5 -0.0 pp +0.3 pp +0.3 pp +1.4 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 15.1 1.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 15.1 7.5% 3 +0.3 pp +3.9 pp +7.5 pp +7.5 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 15.0 2.4% 6 +0.2 pp +0.3 pp +0.1 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 14.9 1.0% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 14.8 1.0% 5 +0.1 pp -0.3 pp -0.2 pp -0.3 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 14.8 5.6% 5 -0.1 pp +0.3 pp +0.5 pp +0.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 14.7 0.9% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Burk Holdings LLC CIK 0002079815 0.521 640 14.6 5.4% 6 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 14.6 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 14.4 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 14.2 3.3% 5 -0.2 pp +0.2 pp +0.2 pp +0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 14.2 1.6% 5 +0.0 pp +0.6 pp +0.5 pp +0.4 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 14.1 2.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 14.1 1.3% 5 +0.0 pp +0.3 pp +0.5 pp +0.7 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 14.0 3.5% 5 -0.0 pp +0.4 pp +0.5 pp +0.6 pp
COMMERCE BANK CIK 0001009076 0.853 1332 14.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.9 0.4% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 13.8 2.1% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 13.7 5.7% 5 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 13.7 5.5% 5 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 13.6 4.2% 5 +0.3 pp +0.9 pp +0.7 pp +0.8 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 13.6 3.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 13.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 13.4 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 13.4 10.7% 2 +0.7 pp +10.7 pp +10.7 pp +10.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 13.3 3.2% 5 +0.2 pp +0.4 pp +0.4 pp +0.2 pp
WealthCollab, LLC CIK 0002017870 0.551 969 13.1 4.7% 5 +0.0 pp +0.6 pp +0.4 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 12.9 7.1% 5 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 12.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 12.9 3.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 12.6 2.0% 5 +0.1 pp +0.1 pp -1.6 pp -1.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 12.6 0.5% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 12.5 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 12.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.1 4.6% 5 +0.3 pp +1.3 pp +1.6 pp +1.7 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 12.0 2.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 12.0 1.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 11.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 11.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 11.8 4.4% 5 +0.0 pp +0.4 pp +0.4 pp +1.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 11.7 6.6% 5 -1.8 pp -0.6 pp -0.7 pp -0.4 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 11.6 4.6% 7 +0.4 pp +0.8 pp +1.2 pp +1.4 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 11.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 11.4 4.8% 5 -0.2 pp +1.5 pp +1.3 pp +1.5 pp
BSW Wealth Partners CIK 0001512601 0.641 331 11.3 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Concord Wealth Partners CIK 0001814214 0.457 885 11.3 1.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 11.2 2.5% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 11.2 2.1% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 11.2 3.2% 5 -0.4 pp -0.1 pp -0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 11.2 1.8% 5 +0.5 pp +0.7 pp +0.8 pp +1.1 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 11.2 2.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
SPWM Advisors LLC CIK 0002111209 0.346 90 11.1 10.2% 2 +1.0 pp +10.2 pp +10.2 pp +10.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 11.1 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 11.0 8.0% 2 +0.1 pp +8.0 pp +8.0 pp +8.0 pp
BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 11.0 3.9% 5 +0.1 pp +0.8 pp +0.7 pp +0.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 10.8 1.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 10.7 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 10.6 3.9% 5 +0.3 pp +0.5 pp +0.4 pp +0.6 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.6 0.5% 5 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 10.5 5.0% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 10.4 2.4% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 10.3 6.8% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 10.3 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 10.2 6.4% 2 +0.4 pp +6.4 pp +6.4 pp +6.4 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 10.2 4.8% 5 +0.5 pp +0.7 pp +0.3 pp +0.5 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 10.0 1.7% 1 +1.7 pp +0.2 pp +0.3 pp +0.4 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 9.9 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Widmann Financial Services, Inc. CIK 0001906640 0.281 123 9.9 5.3% 5 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
Oak Wealth Advisors LLC CIK 0002056728 0.684 68 9.8 4.7% 5 +0.0 pp +0.2 pp -0.0 pp -0.1 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 9.8 3.6% 5 +0.2 pp +1.3 pp +1.6 pp +1.7 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 9.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Navalign, LLC CIK 0001820593 0.504 132 9.8 2.3% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 9.8 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 9.7 2.8% 5 -0.0 pp +0.3 pp +0.5 pp +0.4 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 9.7 4.0% 7 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 9.6 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 9.6 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 9.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 9.4 2.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 9.3 2.2% 5 -0.3 pp -0.1 pp -0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 9.3 5.3% 5 +0.5 pp +1.1 pp +1.4 pp +1.7 pp
Yardley Wealth Management LLC CIK 0002044323 0.760 37 9.1 4.1% 5 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
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Cascade Financial Partners, LLC CIK 0002021208 0.667 279 9.0 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.9 0.7% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 8.9 2.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 8.8 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 8.8 2.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Torren Management, LLC CIK 0002096203 0.627 948 8.8 4.5% 2 +0.5 pp +4.5 pp +4.5 pp +4.5 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.8 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 8.7 2.0% 5 +0.2 pp +0.6 pp +0.6 pp +0.7 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 8.7 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 8.7 1.7% 5 +0.0 pp +0.5 pp +0.5 pp +1.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 8.6 4.4% 5 +0.0 pp -0.6 pp -2.4 pp -2.2 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 8.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 8.6 2.9% 5 +0.2 pp +0.6 pp +0.6 pp +0.8 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 8.5 6.3% 5 +0.2 pp +0.6 pp +0.8 pp +1.0 pp
Argent Trust Co CIK 0001625292 0.533 769 8.5 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WorthPointe, LLC CIK 0001921448 0.605 123 8.5 2.1% 5 +0.2 pp +0.5 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 8.5 1.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 8.5 1.5% 1 +1.5 pp +0.2 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.4 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 8.4 2.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 8.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Pearl Planning LLC CIK 0002100519 0.696 58 8.3 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.2 2.6% 7 +0.2 pp +0.4 pp +0.5 pp +1.1 pp
White Pine Investment CO CIK 0001318259 0.426 72 8.2 1.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 8.1 1.9% 5 +0.4 pp +0.1 pp +0.0 pp -0.6 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 8.0 0.8% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 8.0 3.0% 4 +0.2 pp +0.7 pp +0.8 pp +3.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 7.8 5.8% 5 +0.3 pp +0.6 pp +0.6 pp +0.9 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 7.7 2.6% 5 +1.1 pp +1.3 pp +1.2 pp +0.5 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 7.7 3.3% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
ATLas Financial Planning LLC CIK 0002110886 0.440 69 7.7 6.3% 2 +0.6 pp +6.3 pp +6.3 pp +6.3 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.7 1.8% 5 +0.2 pp +0.5 pp +0.7 pp +0.8 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 7.7 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 7.6 1.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 7.6 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 7.5 5.6% 5 +0.2 pp +1.0 pp +1.5 pp +2.1 pp
Navigoe, LLC CIK 0002056100 0.632 1224 7.5 3.9% 5 +0.1 pp +0.4 pp +0.1 pp +0.7 pp
Platt Wealth Management LLC CIK 0002109497 0.441 57 7.4 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
Wright Wealth LLC CIK 0002046147 0.601 54 7.4 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 7.2 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 7.2 1.2% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 7.2 3.3% 5 -1.1 pp -0.9 pp -1.0 pp -1.2 pp
Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 7.2 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 7.2 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
Northland Capital Management LLC CIK 0001693032 0.536 30 7.1 3.9% 5 +0.5 pp +0.9 pp +0.9 pp +1.0 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 7.1 4.0% 5 +0.0 pp +0.4 pp +0.5 pp +0.6 pp
Community Bank, N.A. CIK 0001632187 0.503 530 7.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 7.1 0.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 7.0 0.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Kooman & Associates CIK 0001961850 0.724 56 7.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 6.9 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.9 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 6.9 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 6.8 2.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 6.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Trailhead Planners LLC CIK 0002109534 0.262 57 6.8 6.6% 2 +0.1 pp +6.6 pp +6.6 pp +6.6 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 6.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.8 3.4% 5 +0.2 pp +0.3 pp +0.1 pp +0.3 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 6.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 6.7 0.7% 4 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
Verde Capital Management CIK 0001802891 0.578 80 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.6 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bravera Wealth CIK 0002126773 0.454 352 6.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 6.5 0.2% 5 -0.3 pp +0.0 pp +0.0 pp +0.1 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 6.5 4.1% 5 +0.4 pp +0.6 pp +1.0 pp +1.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 6.4 2.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 6.3 2.8% 5 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 6.2 0.7% 1 +0.7 pp +0.7 pp +0.2 pp -0.1 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 6.2 3.1% 5 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 6.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 6.1 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 6.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 6.0 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 5.9 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 5.9 2.7% 4 -0.1 pp +0.0 pp -0.1 pp +2.7 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 5.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 5.8 0.7% 5 -1.3 pp -0.8 pp -0.8 pp -1.6 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.8 0.9% 5 -0.0 pp -0.1 pp -0.7 pp -0.6 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 5.6 1.1% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
Bank of New Hampshire CIK 0001870761 0.280 537 5.6 1.2% 4 +0.2 pp +0.4 pp +1.2 pp +1.2 pp
Code Waechter LLC CIK 0002039212 0.356 127 5.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 5.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 5.5 1.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 5.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
First Nebraska Trust Co CIK 2134841 0.657 231 5.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 5.3 1.5% 5 -0.0 pp +0.1 pp -0.0 pp -0.3 pp
Clifford Group, LLC CIK 0001965522 0.474 86 5.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 5.3 1.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 5.3 1.3% 5 +0.7 pp +0.2 pp +0.2 pp +0.3 pp
Rubicon Advisors, GP CIK 0002114679 0.116 86 5.2 3.8% 2 -2.2 pp +3.8 pp +3.8 pp +3.8 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 5.2 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.2 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.1 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 5.1 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 5.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 5.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 5.1 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 5.0 2.6% 4 +2.5 pp +2.5 pp +2.5 pp +2.6 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 5.0 0.5% 4 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 5.0 0.8% 5 -0.0 pp +0.1 pp +0.4 pp +0.5 pp
NKCFO LLC CIK 0001757282 0.145 92 4.9 1.5% 4 +0.2 pp +0.6 pp +0.6 pp +1.5 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 4.9 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballast Financial Advisors LLC CIK 0002109821 0.477 71 4.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 4.9 0.4% 5 +0.0 pp +0.0 pp -1.0 pp -0.5 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 4.9 2.4% 5 +0.0 pp +0.0 pp -0.6 pp -0.3 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 4.8 2.1% 5 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.8 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.8 1.2% 5 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 4.8 1.8% 5 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 4.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 4.7 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.7 3.5% 2 +2.7 pp +3.5 pp +3.5 pp +3.5 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.6 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IF Advisors, LLC CIK 0002109472 0.403 60 4.5 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 4.5 2.8% 5 +0.4 pp +0.7 pp +1.1 pp +1.2 pp
Friday Financial CIK 0002048792 0.653 108 4.5 1.2% 5 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.5 2.8% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 4.4 1.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generations Wealth, LLC CIK 0002070529 0.610 36 4.3 4.1% 2 -0.9 pp +4.1 pp +4.1 pp +4.1 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.3 3.6% 5 +0.4 pp +0.6 pp +0.7 pp +1.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.3 0.4% 5 -0.0 pp -0.6 pp +0.2 pp +0.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 4.2 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 4.2 2.1% 5 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 4.2 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Steelhead Wealth Management LLC CIK 2140776 0.166 96 4.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 4.2 1.3% 5 -0.2 pp +0.0 pp -0.0 pp -0.3 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 4.1 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
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McLean Asset Management Corp CIK 0001833140 0.535 181 4.1 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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Troutman Wealth Management, LLC CIK 0002110807 0.623 38 4.1 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
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Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 4.0 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fortis Capital Management LLC CIK 0001802167 0.488 235 4.0 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 4.0 1.8% 5 +0.1 pp +0.2 pp +0.7 pp +0.8 pp
Emprise Bank CIK 0002018815 0.570 109 4.0 1.5% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altar Rock LLC CIK 2156071 0.071 77 3.9 5.7% 2 +1.7 pp +5.7 pp +5.7 pp +5.7 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.8 2.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holcombe Financial, Inc. CIK 0002056177 0.687 51 3.8 2.1% 5 +0.2 pp +0.7 pp +0.2 pp +0.3 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 3.8 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 3.8 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.7 1.1% 5 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.7 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 3.7 1.8% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Level Financial Advisors CIK 0001871734 0.644 95 3.6 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 3.6 0.8% 5 -0.0 pp -0.0 pp -0.7 pp +0.6 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.6 2.6% 5 +0.1 pp +0.2 pp +0.2 pp -0.3 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 3.6 0.7% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 3.6 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 3.6 0.8% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.6 0.3% 5 -0.0 pp +0.2 pp -0.1 pp -0.2 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.5 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.4 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 3.4 0.4% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Haven Private, LLC CIK 0002053665 0.243 171 3.4 1.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 3.4 1.1% 5 +0.0 pp +0.1 pp +0.1 pp -2.2 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.4 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.3 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
RDA Financial Network CIK 0001774086 0.257 284 3.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 3.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 3.3 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.3 1.7% 6 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 3.3 0.9% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 3.2 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Atala Financial Inc CIK 0002053756 0.240 121 3.2 2.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 3.2 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 3.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.2 0.0% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 3.1 1.1% 5 +0.0 pp +0.2 pp +0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 3.1 1.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 3.1 0.7% 4 +0.1 pp +0.1 pp -0.2 pp +0.7 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 3.0 1.3% 5 +0.2 pp +0.9 pp +0.8 pp +0.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.0 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 3.0 2.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.9 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.9 1.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 2.9 1.3% 5 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.8 1.2% 5 +0.1 pp +0.2 pp +1.0 pp +0.9 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Refined Wealth Management CIK 0001724729 0.544 49 2.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 2.7 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
HBE Wealth Management, LLC CIK 0002104442 0.581 59 2.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 2.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 2.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.4 0.3% 5 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.4 2.1% 5 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.4 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.4 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOTCO CIK 0001306333 0.349 840 2.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.4 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 2.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 2.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.3 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Hardin Capital Partners, LLC CIK 0002033094 0.518 141 2.3 1.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
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Networth Advisors, LLC CIK 0002099019 0.225 383 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
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Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 2.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 2.0 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Advisor Resource Council CIK 0001820879 0.259 260 2.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
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SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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CWA Asset Management Group, LLC CIK 0001667134 0.455 693 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 1.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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RVW Wealth, LLC CIK 0001756543 0.783 183 1.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 1.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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GEM Asset Management, LLC CIK 0001963319 0.462 116 1.7 0.7% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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KWB Wealth CIK 0001822236 0.453 169 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Clark Asset Management, LLC CIK 0002062026 0.808 294 1.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Forum Financial Management, LP CIK 0001911832 0.978 352 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.6 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
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JNBA Financial Advisors CIK 0001569118 0.792 830 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 1.4 0.8% 5 -3.7 pp -3.7 pp -2.8 pp -2.3 pp
Financial Architects, LLC CIK 0002008540 0.807 24 1.4 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundry Financial LLC CIK 0002085325 0.614 85 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.3 0.8% 3 +0.2 pp +0.6 pp +0.8 pp +0.8 pp
CSS LLC/IL CIK 0001103646 0.116 766 1.3 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 1.3 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 1.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 1.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 1.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 1.2 0.7% 6 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 1.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -1.5 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.5% 5 +0.0 pp +0.1 pp -0.4 pp -0.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Strategic Advisors LLC CIK 0001569119 0.191 164 1.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
marrick wealth, LLC CIK 0002109850 0.626 62 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.1 0.7% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.1 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tenon Financial LLC CIK 0002020781 0.850 61 1.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.0 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.4 pp
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FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 1.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Indivisible Partners CIK 0002098400 0.368 637 1.0 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.0 0.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
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CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.0 0.3% 7 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
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Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.9 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ProCore Advisors, LLC CIK 0002085963 0.257 84 0.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.0 0.0% 0 -12.4 pp -11.4 pp -11.2 pp -10.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -1.6 pp -1.2 pp -1.2 pp -1.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.3 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -2.5 pp -2.4 pp -2.4 pp -2.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.8 pp -0.0 pp -1.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -8.1 pp -7.4 pp -6.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -4.8 pp -5.0 pp -4.4 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -1.1 pp -1.2 pp -1.2 pp -1.2 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -4.8 pp -5.1 pp -5.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp -0.2 pp -1.9 pp -2.4 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.9 pp
Bank of Marin CIK 0001801145 0.155 133 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -1.7 pp -1.5 pp -1.5 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.5 pp -0.2 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.7 pp -1.5 pp -1.5 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.5 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -1.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.6 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AVUV). Qtrs Held counts distinct quarters this fund has actually held AVUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVUV position size. Δ columns are the percentage-point change in AVUV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status