Signals

← Signals

☆BND

1595 in-universe funds with a nonzero position in BND within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#6
Score / z11.236 / 14.36
Consensus521.59 over 978 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-18% / 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9,267.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9,012.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 8,459.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 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 7,841.6 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 4,947.5 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 1,858.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,539.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,462.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 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 1,342.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,199.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,147.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,061.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 966.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 705.8 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
☆Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 652.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 610.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 571.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 539.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 497.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 478.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 447.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 444.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 423.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 398.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 398.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 381.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 351.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 306.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 282.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 277.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 270.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 256.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 255.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 229.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 223.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 220.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 199.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 186.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 181.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 172.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 164.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 158.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 156.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 154.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 154.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 149.6 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 145.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 137.4 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 134.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 133.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 132.7 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 124.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 122.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 120.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 120.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 118.4 40.6% 1 +40.6 pp +40.6 pp +40.6 pp +40.6 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 117.5 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 116.1 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 115.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 112.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 111.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 111.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 110.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 110.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 108.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 108.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 108.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 107.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 107.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 102.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 99.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 94.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 93.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 93.0 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 92.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 90.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 88.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 88.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 88.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 88.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 87.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 86.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 82.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 80.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 79.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 77.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 77.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 76.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 74.8 35.8% 3 -1.9 pp -0.4 pp +35.8 pp +35.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 73.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 72.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 72.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 70.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 70.2 14.0% 3 -1.8 pp -1.6 pp +14.0 pp +14.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 70.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 68.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 67.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 66.3 12.2% 2 -0.6 pp +12.2 pp +12.2 pp +12.2 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 65.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 63.2 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 62.9 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 62.0 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 61.7 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 61.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 61.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 60.9 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Apriem Advisors CIK 0001425165 0.679 182 59.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 58.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 57.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 56.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 56.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 56.6 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 56.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 55.2 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 54.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 53.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 53.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Trust Co CIK 0001632554 0.769 908 53.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 52.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 51.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 50.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 47.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 47.8 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 47.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 46.7 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 46.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 45.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 45.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 43.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 43.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Boston Partners CIK 0001386060 0.833 802 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 42.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 42.7 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 42.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 41.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 41.4 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 40.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 39.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 39.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gridiron Partners, LLC CIK 0001910867 0.664 51 38.9 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 38.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 37.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 37.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 37.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 37.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 36.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 35.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 35.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 35.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 35.0 32.1% 1 +32.1 pp +32.1 pp +32.1 pp +32.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 34.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 34.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 34.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 34.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 34.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 34.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MA Private Wealth CIK 0001767474 0.750 88 34.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 33.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 32.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 32.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 32.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 32.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 32.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 31.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 31.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 31.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 31.4 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 30.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 30.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 29.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 29.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 29.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 29.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 28.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 28.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 28.8 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 28.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 28.3 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 28.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 27.8 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 27.7 5.7% 3 -0.5 pp +0.2 pp +5.7 pp +5.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 27.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 27.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 26.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 26.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 26.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 25.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 25.7 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 25.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 25.7 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 25.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 25.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 25.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 25.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 25.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 25.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 25.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 24.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Smithfield Trust Co CIK 0001019754 0.756 1080 24.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 24.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 24.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 24.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 23.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 23.7 29.9% 1 +29.9 pp +29.9 pp +29.9 pp +29.9 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 23.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Main Management LLC CIK 0001583092 0.804 95 23.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 23.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 23.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 22.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 22.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 22.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 22.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 22.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 21.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 21.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 21.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 21.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 21.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 21.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 21.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 20.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 20.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 20.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 20.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 20.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 20.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 20.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 19.6 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 19.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 19.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 18.8 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 18.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 18.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 18.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 18.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 18.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 18.0 7.8% 2 -0.6 pp +7.8 pp +7.8 pp +7.8 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 18.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 17.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 17.8 3.4% 3 -0.4 pp -0.2 pp +3.4 pp +3.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 17.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 17.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 17.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 17.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 17.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 17.0 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 17.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROGCO, LP CIK 0001998892 0.631 224 16.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 16.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 16.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 16.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 16.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 16.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 16.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 15.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 15.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 15.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 15.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 15.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 15.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 15.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 15.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 15.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 15.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 15.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 15.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 15.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whelan Financial CIK 0001894921 0.754 101 15.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 15.2 7.1% 2 -0.5 pp +7.1 pp +7.1 pp +7.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 15.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 14.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 14.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 14.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 14.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Ascent Group, LLC CIK 0001913231 0.508 808 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.9 0.2% 3 -0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆HT Partners LLC CIK 0001552999 0.865 53 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 5.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 5.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 5.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 5.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 5.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 5.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 5.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 4.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Rinkey Investments CIK 0001730774 0.601 128 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 4.8 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 4.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Friedenthal Financial CIK 0001598611 0.053 253 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆RW Investment Management LLC CIK 0001631627 0.928 115 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆10Elms LLP CIK 0002056650 0.266 526 2.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NVWM, LLC CIK 0001697274 0.201 780 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TABR Capital Management, LLC CIK 0001805603 0.027 54 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 1.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.6 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 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 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 1.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ACAS, LLC CIK 0001859505 0.399 93 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.3 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Trust CIK 0001905128 0.729 334 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avion Wealth CIK 0001792704 0.773 1750 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Martin Worley Group CIK 0002049542 0.360 91 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Graypoint LLC CIK 0001794198 0.550 526 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SWMG, LLC CIK 0001839255 0.473 100 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.8 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 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 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -3.5 pp -4.2 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.2 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 BND). Qtrs Held counts distinct quarters this fund has actually held BND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BND position size. Δ columns are the percentage-point change in BND'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