Signals

← Signals

☆AVUV

838 in-universe funds with a nonzero position in AVUV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#42
Score / z3.753 / 4.78
Consensus312.18 over 580 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+140% / 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 1,329.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 538.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 444.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 251.6 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 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 249.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 245.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 205.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 200.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 182.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 176.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 165.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 122.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 116.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 115.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 115.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 111.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 107.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 103.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 102.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 101.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 99.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 98.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 97.6 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 85.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 83.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 72.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 69.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 66.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 63.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 60.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 57.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 56.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 56.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 55.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 55.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 55.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 55.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 53.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 51.5 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 51.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 43.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 41.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 41.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 39.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 39.3 6.8% 3 -0.5 pp -1.3 pp +6.8 pp +6.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 35.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 34.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 34.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 33.8 12.2% 3 -0.8 pp -1.3 pp +12.2 pp +12.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 32.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 32.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 31.4 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 31.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 30.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 30.2 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 30.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 29.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 29.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 28.8 22.4% 1 +22.4 pp +22.4 pp +22.4 pp +22.4 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 27.8 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 27.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 27.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 26.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 26.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 25.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 25.2 11.1% 2 +0.3 pp +11.1 pp +11.1 pp +11.1 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 25.2 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 24.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 23.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 23.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 23.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 23.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 23.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 23.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 22.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 22.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 22.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 21.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 21.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 21.3 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 20.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 20.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 20.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 19.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 19.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 19.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 19.4 3.8% 3 -3.0 pp -3.8 pp +3.8 pp +3.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 19.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 19.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 19.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 18.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 18.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆COWA, LLC CIK 0001844480 0.512 181 18.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 18.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 18.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 18.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 17.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 17.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 16.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 16.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 16.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 16.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 16.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 15.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 15.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 15.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BFSG, LLC CIK 0001706836 0.376 765 15.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 15.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 15.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 15.3 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 15.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 14.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 14.8 2.4% 3 -0.0 pp -0.5 pp +2.4 pp +2.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 14.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 14.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 14.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 14.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 14.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 13.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 13.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 13.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 13.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 13.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 13.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 13.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 13.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 12.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 12.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 12.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 12.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 12.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 12.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 12.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 12.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 12.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 12.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 12.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 12.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 11.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 11.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 11.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 11.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 11.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 11.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 10.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 10.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 10.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 10.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 10.2 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 10.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 10.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 9.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 9.9 4.6% 3 -0.2 pp -0.6 pp +4.6 pp +4.6 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 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 9.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 9.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 9.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 9.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 9.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 9.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 9.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 9.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 9.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 9.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 9.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 8.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 8.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 8.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 8.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 8.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 8.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 8.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 8.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 8.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 8.3 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 8.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 8.0 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 8.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 7.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 7.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 7.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 7.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Navalign, LLC CIK 0001820593 0.504 132 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 7.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 7.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 6.8 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 6.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 6.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 6.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 6.6 3.2% 3 +0.4 pp +0.3 pp +3.2 pp +3.2 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 6.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.5 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 6.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 6.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 6.2 3.5% 3 +0.1 pp -0.0 pp +3.5 pp +3.5 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 6.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 6.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 5.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 5.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 5.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 5.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 5.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 4.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 4.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 4.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 3.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.5 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 3.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.1 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.1 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Friday Financial CIK 0002048792 0.653 108 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MOTCO CIK 0001306333 0.349 840 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 1.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.1 pp +0.0 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
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -9.3 pp +0.0 pp +0.0 pp +0.0 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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