Signals

BND

2093 in-universe funds with a nonzero position in BND within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#7
Score / z15.539 / 14.08
Consensus624.11 over 1169 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+134% / 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
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 9,206.4 0.6% 6 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 8,938.8 6.1% 4 -0.2 pp -1.0 pp -1.2 pp +6.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 4,133.8 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,917.1 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 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 1,890.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,781.6 7.2% 4 +0.8 pp +0.5 pp +0.2 pp +7.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,758.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,406.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,371.8 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,254.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1,242.6 6.0% 4 +2.6 pp +3.3 pp +3.2 pp +6.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,011.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 892.6 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 695.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 652.7 1.9% 4 +0.3 pp +0.4 pp +0.5 pp +1.9 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 635.4 9.1% 4 -0.4 pp +0.5 pp +0.4 pp +9.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 631.8 23.1% 3 +0.7 pp +0.9 pp +23.1 pp +23.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 628.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 571.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 561.6 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 523.9 9.1% 4 +0.4 pp +0.3 pp +0.0 pp +9.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 498.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 410.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 393.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 381.2 0.5% 4 +0.1 pp +0.2 pp -0.0 pp +0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 364.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 312.4 4.3% 4 +1.1 pp +0.5 pp +0.6 pp +4.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 307.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 298.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 266.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 265.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 236.8 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 202.4 5.2% 4 +0.3 pp +0.6 pp +1.0 pp +5.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 195.5 3.9% 4 +0.0 pp -0.0 pp -0.2 pp +3.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 194.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 191.4 1.0% 4 +0.1 pp +0.2 pp +0.0 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 191.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 189.5 9.8% 4 +0.2 pp +1.3 pp +1.0 pp +9.8 pp
CHOREO, LLC CIK 0001679031 0.797 1690 179.6 2.2% 4 +0.2 pp +0.4 pp +0.7 pp +2.2 pp
Foster Group, Inc. CIK 0001841544 0.874 318 179.3 5.3% 4 +0.2 pp +0.2 pp -0.0 pp +5.3 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 176.4 2.7% 4 -0.2 pp -0.4 pp -0.6 pp +2.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 173.8 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 162.5 8.6% 4 +0.2 pp +0.4 pp -0.1 pp +8.6 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 161.4 11.3% 4 +0.8 pp +1.1 pp +1.0 pp +11.3 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 157.7 15.7% 4 +1.3 pp +1.8 pp +2.3 pp +15.7 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 156.3 2.7% 4 +0.1 pp +0.2 pp +0.0 pp +2.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 155.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 146.9 23.8% 4 -0.4 pp +1.7 pp +3.5 pp +23.8 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 139.1 8.9% 4 +0.5 pp +0.6 pp +0.5 pp +8.9 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 134.4 1.5% 4 -0.3 pp -0.8 pp -1.8 pp +1.5 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 134.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 133.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 133.0 2.0% 4 -0.4 pp -0.7 pp -1.1 pp +2.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 131.5 11.8% 4 +0.1 pp +0.1 pp -0.0 pp +11.8 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 130.5 7.0% 4 +0.1 pp +0.1 pp -0.2 pp +7.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 128.8 5.5% 4 +0.5 pp +0.8 pp +1.3 pp +5.5 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 127.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 117.2 17.8% 4 -1.9 pp -2.8 pp -3.1 pp +17.8 pp
AMG National Trust Bank CIK 0001388829 0.744 439 116.6 2.5% 4 +0.0 pp -0.1 pp -0.2 pp +2.5 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 114.6 4.6% 4 +0.2 pp +0.8 pp +1.2 pp +4.6 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 113.8 4.4% 4 -0.4 pp -0.3 pp -0.4 pp +4.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 113.7 8.1% 4 +1.5 pp +1.8 pp +1.7 pp +8.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 113.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 109.8 12.3% 4 -5.1 pp -5.8 pp -7.7 pp +12.3 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 105.4 7.1% 4 +0.2 pp +0.3 pp +0.3 pp +7.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 105.0 0.8% 4 -0.2 pp +0.1 pp +0.0 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 104.9 1.2% 4 -0.1 pp -0.1 pp -0.3 pp +1.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 103.6 0.4% 4 +0.0 pp -0.0 pp +0.3 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 103.4 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 102.3 3.5% 4 -0.2 pp -0.1 pp -0.2 pp +3.5 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 99.2 4.8% 4 +0.2 pp +0.2 pp -0.2 pp +4.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 97.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 96.9 2.2% 4 +0.0 pp +0.1 pp -0.3 pp +2.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 96.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 95.3 13.2% 4 +2.0 pp +1.8 pp +1.2 pp +13.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 95.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 93.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 87.7 10.5% 4 -0.2 pp -0.1 pp +0.5 pp +10.5 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 84.6 12.3% 4 +0.9 pp +12.1 pp +12.1 pp +12.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 83.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 82.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 82.6 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 82.6 19.6% 4 +0.5 pp +1.0 pp +2.9 pp +19.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 82.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 81.3 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 81.2 13.6% 4 +0.5 pp +0.6 pp +2.0 pp +13.6 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 81.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 79.5 36.4% 6 +13.5 pp +1.6 pp +0.6 pp -1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 79.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 78.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 77.1 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
Partners in Financial Planning CIK 0002054264 0.816 131 77.1 12.8% 5 +0.4 pp +0.4 pp +0.6 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 76.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 75.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 74.0 0.4% 2 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 72.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 71.3 7.3% 4 -0.1 pp -0.3 pp -0.3 pp +7.3 pp
Trust Co CIK 0001632554 0.769 908 71.1 6.7% 4 +0.1 pp -0.4 pp +0.7 pp +6.7 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 70.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 68.9 6.6% 4 -0.5 pp -0.6 pp +0.2 pp +6.6 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 68.2 4.6% 4 +0.1 pp +0.4 pp -0.0 pp +4.6 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 67.8 8.3% 3 -0.3 pp -0.2 pp +8.3 pp +8.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 67.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Joule Financial, LLC CIK 0001929070 0.731 116 67.6 19.7% 4 -0.3 pp +0.1 pp -0.3 pp +19.7 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 66.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 66.2 2.3% 4 +0.4 pp +0.4 pp +0.3 pp +2.3 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 65.0 2.7% 4 +0.2 pp -0.0 pp -0.2 pp +2.7 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 62.1 4.2% 4 -2.1 pp -2.2 pp -2.5 pp +4.2 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 61.3 3.5% 4 +0.3 pp -1.8 pp -2.2 pp +3.5 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 61.0 5.5% 4 -0.2 pp -0.5 pp -0.8 pp +5.5 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 60.2 3.9% 4 -0.4 pp -0.0 pp -0.1 pp +3.9 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 59.5 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 59.4 7.7% 4 +0.4 pp +0.2 pp +0.3 pp +7.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 58.6 9.6% 4 -1.7 pp -1.5 pp -1.7 pp +9.6 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 58.2 2.6% 4 -0.9 pp -5.8 pp -6.1 pp +2.6 pp
Newton One Investments LLC CIK 0001842787 0.837 146 57.9 15.7% 4 -0.9 pp -0.9 pp -1.6 pp +15.7 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 57.7 8.4% 4 +0.3 pp -0.1 pp -0.5 pp +8.4 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 57.6 2.1% 4 +0.3 pp +0.1 pp +0.2 pp +2.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 56.0 2.3% 4 +0.5 pp +0.5 pp +0.8 pp +2.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 55.2 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 55.1 9.8% 4 +0.1 pp +0.3 pp +0.3 pp +9.8 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 54.8 2.4% 4 -1.0 pp +0.2 pp +0.5 pp +2.4 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 54.5 2.4% 4 +0.1 pp +0.1 pp -0.2 pp +2.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 54.2 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 53.8 10.4% 4 +0.1 pp +0.3 pp +0.5 pp +10.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 53.8 1.5% 4 +0.4 pp +0.4 pp +0.4 pp +1.5 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 53.5 20.6% 4 -0.7 pp -0.9 pp +0.6 pp +20.6 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 53.0 9.0% 4 +0.1 pp -0.9 pp -1.6 pp +9.0 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 52.7 16.8% 4 -0.6 pp -2.8 pp -4.3 pp +16.8 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 52.5 0.8% 4 +0.0 pp -0.0 pp +0.2 pp +0.8 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 50.9 21.4% 2 +0.1 pp +21.4 pp +21.4 pp +21.4 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 50.6 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 50.6 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 50.0 8.1% 4 +0.1 pp -0.0 pp -1.5 pp +8.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 49.6 4.2% 4 +0.3 pp +0.1 pp -1.4 pp +4.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 49.5 1.5% 4 -0.1 pp -0.1 pp +0.1 pp +1.5 pp
Arkos Global Advisors CIK 0001769089 0.805 124 49.3 6.2% 4 -0.3 pp +0.4 pp -2.4 pp +6.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 49.1 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 48.7 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 47.6 6.1% 4 +1.4 pp +1.3 pp +1.1 pp +6.1 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 46.4 20.0% 4 +0.1 pp +0.3 pp -0.0 pp +20.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 46.4 7.2% 6 +0.1 pp -5.6 pp -6.8 pp -8.6 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 46.0 22.1% 4 +0.7 pp +0.7 pp +0.6 pp +22.1 pp
Boston Partners CIK 0001386060 0.833 802 45.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 45.0 8.1% 4 +0.5 pp +0.3 pp -0.2 pp +8.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 45.0 2.4% 4 +0.1 pp +0.7 pp +2.2 pp +2.4 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 43.3 26.4% 4 +1.5 pp +1.5 pp +2.3 pp +26.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 43.1 2.3% 4 -0.0 pp -0.1 pp -0.2 pp +2.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 42.8 1.1% 4 +0.8 pp +0.8 pp +0.7 pp +1.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 42.8 2.8% 4 +0.3 pp +0.4 pp +0.1 pp +2.8 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 42.2 3.4% 4 +1.2 pp +1.4 pp +1.4 pp +3.4 pp
&PARTNERS CIK 0000107136 0.806 2509 41.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 40.8 6.6% 4 -1.5 pp -0.9 pp -1.8 pp +6.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 40.5 0.7% 4 -0.0 pp -0.2 pp -0.9 pp +0.7 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 39.8 4.5% 4 +0.5 pp +0.7 pp +0.6 pp +4.5 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 39.8 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 39.6 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 39.5 1.5% 4 +0.6 pp +0.6 pp +0.5 pp +1.5 pp
TD Capital Management LLC CIK 0001483824 0.737 797 38.9 3.5% 4 +0.1 pp +0.1 pp -0.0 pp +3.5 pp
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Addison Capital Co CIK 0001581465 0.465 184 38.1 6.8% 4 +0.6 pp +1.6 pp +2.2 pp +6.8 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 38.0 9.7% 4 +0.0 pp +0.1 pp +0.1 pp +9.7 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 37.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 37.0 32.7% 4 +1.3 pp +1.5 pp +0.6 pp +32.7 pp
MA Private Wealth CIK 0001767474 0.750 88 36.4 6.1% 4 +1.4 pp +0.5 pp +0.1 pp +6.1 pp
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N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 35.7 2.7% 4 +0.1 pp -0.3 pp -0.3 pp +2.7 pp
Tenon Financial LLC CIK 0002020781 0.850 61 35.4 13.9% 4 +0.5 pp +1.8 pp +3.9 pp +13.9 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 35.2 3.8% 4 +0.1 pp +0.3 pp +0.0 pp +3.8 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 35.1 1.6% 4 -0.1 pp -0.1 pp -0.3 pp +1.6 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 35.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 34.9 9.2% 4 +0.6 pp +0.7 pp +1.9 pp +9.2 pp
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Hirtle & Co., LLC CIK 0001360710 0.931 128 34.4 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 34.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 33.8 8.9% 4 +0.0 pp +0.4 pp +0.6 pp +8.9 pp
FMR LLC CIK 0000315066 0.989 5571 33.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 33.2 2.9% 4 +0.0 pp +0.1 pp +0.9 pp +2.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 33.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 32.5 14.9% 4 +0.1 pp +0.7 pp +0.3 pp +14.9 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 32.1 4.0% 1 +4.0 pp +0.7 pp +1.1 pp +4.0 pp
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NewSquare Capital LLC CIK 0001546989 0.510 227 31.7 2.8% 4 +0.1 pp +0.5 pp +0.6 pp +2.8 pp
KWMG, LLC CIK 0001633024 0.515 153 31.7 2.6% 4 +0.0 pp +0.0 pp -0.0 pp +2.6 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 30.7 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 30.6 20.5% 4 +0.2 pp +0.4 pp +1.4 pp +20.5 pp
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Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 30.3 5.9% 6 +0.4 pp +0.5 pp +0.3 pp -0.2 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 30.2 3.2% 4 -0.3 pp -1.0 pp -1.7 pp +3.2 pp
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Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 29.9 4.2% 4 -3.1 pp +1.2 pp +1.4 pp +4.2 pp
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Visionary Wealth Advisors CIK 0001802984 0.494 666 29.5 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
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Summit Wealth Group, LLC CIK 0001802865 0.629 129 29.4 6.7% 4 +0.2 pp +0.2 pp +0.1 pp +6.7 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 28.8 2.6% 4 +1.3 pp +1.3 pp +1.4 pp +2.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 28.7 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 28.6 9.6% 4 +0.1 pp +0.1 pp -0.2 pp +9.6 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 28.4 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
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G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 28.2 6.9% 4 +0.1 pp -0.2 pp -0.5 pp +6.9 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 28.1 2.4% 4 -0.1 pp -0.4 pp -0.7 pp +2.4 pp
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BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 27.8 3.1% 4 +0.7 pp +0.9 pp +0.9 pp +3.1 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 27.7 15.0% 4 +1.4 pp +4.1 pp +6.1 pp +15.0 pp
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TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 27.2 1.7% 4 +1.2 pp +1.2 pp +1.2 pp +1.7 pp
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Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 24.8 5.1% 3 +0.5 pp +0.3 pp +5.1 pp +5.1 pp
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Smithfield Trust Co CIK 0001019754 0.756 1080 24.5 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
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WBH ADVISORY INC CIK 0001259671 0.566 363 24.3 1.8% 4 -0.1 pp -0.1 pp -0.3 pp +1.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 24.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 23.8 14.8% 4 +0.1 pp -0.1 pp +0.3 pp +14.8 pp
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Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 23.0 18.3% 4 +0.1 pp -0.7 pp +0.6 pp +18.3 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 22.6 12.8% 4 +0.7 pp +0.1 pp +0.0 pp +12.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 22.6 0.7% 6 +0.4 pp +0.5 pp +0.5 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 21.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 21.9 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
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NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 21.6 0.8% 4 +0.5 pp +0.5 pp +0.3 pp +0.8 pp
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RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 21.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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FIL Ltd CIK 0000318989 0.878 1140 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 6.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Farrell Financial LLC CIK 0002031235 0.502 83 6.5 3.9% 4 -0.0 pp -0.1 pp -0.2 pp +3.9 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 6.4 4.3% 4 +0.0 pp +0.2 pp +0.2 pp +4.3 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 6.3 3.5% 4 +0.2 pp +0.5 pp +0.6 pp +3.5 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 6.3 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.3 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 6.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 6.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 6.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Truepoint, Inc. CIK 0001427748 0.954 160 6.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.2 0.1% 4 +0.0 pp -0.0 pp -0.4 pp +0.1 pp
Womack Financial LLC CIK 0002107079 0.419 70 6.1 4.5% 5 +0.3 pp +0.4 pp +0.1 pp +0.1 pp
Marathon Wealth Advisors LLC CIK 2153211 0.321 76 6.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 6.0 3.7% 4 +0.1 pp +0.1 pp +1.3 pp +3.7 pp
Keel Point, LLC CIK 0001386935 0.645 514 6.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 6.0 3.3% 4 +0.4 pp +1.1 pp +0.9 pp +3.3 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 6.0 3.1% 4 +0.7 pp +0.8 pp +0.7 pp +3.1 pp
HT Partners LLC CIK 0001552999 0.865 53 6.0 1.8% 4 +0.0 pp -0.0 pp +0.0 pp +1.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 5.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 5.8 2.5% 4 +0.0 pp -0.0 pp +0.1 pp +2.5 pp
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IFS Advisors, LLC CIK 0001765617 0.782 220 5.8 3.0% 3 +0.0 pp -1.0 pp +3.0 pp +3.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
ATLas Financial Planning LLC CIK 0002110886 0.440 69 5.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 5.7 1.7% 4 +0.2 pp +0.2 pp +0.1 pp +1.7 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 5.6 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.6 0.4% 6 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 5.6 1.7% 4 +0.1 pp +0.2 pp +0.1 pp +1.7 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 5.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 5.4 2.4% 4 -0.0 pp +0.6 pp +0.6 pp +2.4 pp
Human Investing LLC CIK 0001767513 0.861 105 5.4 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bay Rivers Group CIK 0001798924 0.313 125 5.4 2.2% 4 +0.1 pp +0.1 pp -0.1 pp +2.2 pp
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MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 5.3 2.5% 4 -0.2 pp -0.3 pp -0.3 pp +2.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 5.3 3.8% 4 -0.0 pp -0.4 pp -0.5 pp +3.8 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 5.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
IF Advisors, LLC CIK 0002109472 0.403 60 5.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 5.3 3.1% 4 -0.2 pp -0.3 pp -0.7 pp +3.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 5.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 5.2 0.7% 3 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.2 3.4% 4 +0.1 pp +0.2 pp +0.4 pp +3.4 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.2 3.4% 3 +0.8 pp +0.1 pp +3.4 pp +3.4 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 5.1 1.0% 4 -13.5 pp -18.6 pp -15.8 pp +1.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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Graetz Wealth LLC CIK 0002053877 0.194 84 5.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 5.0 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
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WFA of San Diego, LLC CIK 0001821407 0.186 94 5.0 4.0% 3 +0.6 pp +1.0 pp +4.0 pp +4.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 4.9 2.1% 4 +0.5 pp +0.6 pp +0.6 pp +2.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 4.9 0.4% 4 -0.2 pp -0.7 pp -0.7 pp +0.4 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 4.9 2.8% 4 +0.2 pp +0.5 pp +0.6 pp +2.8 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.9 1.7% 4 +0.0 pp +0.1 pp -0.1 pp +1.7 pp
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CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Lynx Investment Advisory CIK 0002028812 0.063 230 1.7 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
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Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.6 1.0% 4 +0.4 pp +0.4 pp -0.0 pp +1.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 1.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
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Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.6 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
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Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 1.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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First Pacific Financial CIK 0001810089 0.717 510 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Wedmont Private Capital CIK 0001904274 0.771 949 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 1.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.5 0.9% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
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MBA Advisors LLC CIK 0001848704 0.403 164 1.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 1.5 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
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SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Burkett Asset Management Ltd CIK 0002109360 0.284 59 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.4 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 1.4 0.2% 4 +0.0 pp -0.7 pp -0.7 pp +0.2 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 1.4 1.0% 4 +0.1 pp +0.5 pp +0.4 pp +1.0 pp
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Madrid Wealth Management, LLC CIK 0002106678 0.482 70 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.4 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
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CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.4 0.2% 4 -0.2 pp -0.5 pp -0.8 pp +0.2 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.4 0.5% 4 -0.0 pp -0.1 pp -0.4 pp +0.5 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 1.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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Tillman Hartley LLC CIK 0001966355 0.684 94 1.4 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
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ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.3 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.9 0.6% 4 -0.3 pp -0.2 pp -0.4 pp +0.6 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.9 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.9 0.2% 4 -0.1 pp -0.5 pp -0.9 pp +0.2 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
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FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
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FWG Investments, LLC. CIK 0001944877 0.127 116 0.9 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.9 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
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Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.4 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.7% 1 +0.7 pp -1.9 pp -1.9 pp +0.7 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arbor Wealth Management LLC\AZ CIK 2149091 0.776 26 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 0.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.3 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dorato Capital Management CIK 0002095216 0.322 254 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bravera Wealth CIK 0002126773 0.454 352 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.3 0.1% 4 -0.8 pp -0.8 pp -0.8 pp +0.1 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 4 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.3 0.0% 4 -0.1 pp -0.3 pp -0.5 pp +0.0 pp
ARWA LLC CIK 0002113621 0.167 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Invariant Investment Management CIK 0001850871 0.577 68 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First American Bank CIK 0001291422 0.676 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Cane Capital Partners, LLC CIK 0002086121 0.218 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ruggiero Investments, Inc. CIK 0002110677 0.210 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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FFG Partners, LLC CIK 0002045972 0.070 41 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.9 pp -0.5 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp -5.3 pp -5.2 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.5 pp -0.0 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 0.0 0.0% 0 -0.8 pp -0.9 pp -1.0 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 0 -0.0 pp -0.0 pp -1.5 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -7.9 pp -7.7 pp -7.5 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp -0.8 pp -0.9 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -6.3 pp -3.4 pp -3.8 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -1.7 pp -2.1 pp -2.2 pp +0.0 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.5 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -6.3 pp -6.7 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -1.3 pp -1.5 pp -1.5 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.0 0.0% 0 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.8 pp -0.3 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 +0.0 pp +0.0 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
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -2.2 pp -2.1 pp -3.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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 -0.2 pp -0.2 pp +0.0 pp -0.5 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -0.3 pp +0.0 pp -0.1 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 +0.0 pp -6.2 pp -3.6 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -1.9 pp -1.5 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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