Signals

BND

2200 in-universe funds with a nonzero position in BND within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#12
Score / z13.926 / 16.78
Consensus660.80 over 1223 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+15% / 1.2d ⚡

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10,370.9 5.5% 1 +5.5 pp +5.5 pp -0.7 pp -1.0 pp
Creative Planning CIK 0001540235 0.979 4196 9,592.8 5.6% 5 -0.5 pp -0.6 pp -1.5 pp -1.6 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 9,241.0 0.5% 7 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 4,603.8 15.7% 2 -0.5 pp +15.7 pp +15.7 pp +15.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2,625.8 7.7% 5 +1.7 pp +4.3 pp +5.0 pp +4.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,132.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 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 1,963.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,847.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,474.0 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,451.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,385.1 5.9% 5 -1.3 pp -0.6 pp -0.9 pp -1.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,317.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,061.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 985.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 965.6 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 702.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 676.9 8.6% 5 -0.5 pp -0.9 pp -0.0 pp -0.1 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 650.6 2.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 631.8 23.1% 4 +0.0 pp +0.7 pp +0.9 pp +23.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 611.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 600.3 8.6% 5 -0.5 pp -0.1 pp -0.2 pp -0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 532.3 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 526.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 526.0 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 508.2 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 451.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 431.8 0.5% 5 +0.0 pp +0.1 pp +0.2 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 414.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 360.5 4.2% 5 -0.1 pp +1.0 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 339.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 310.9 0.9% 1 +0.9 pp +0.9 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 301.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 292.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 271.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 268.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 247.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 236.8 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 229.5 5.3% 5 +0.1 pp +0.4 pp +0.7 pp +1.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 221.0 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 210.1 9.9% 5 +0.1 pp +0.3 pp +1.4 pp +1.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 209.9 1.0% 5 +0.2 pp +0.0 pp +0.3 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 209.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 197.7 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 195.4 2.1% 5 -0.1 pp +0.1 pp +0.4 pp +0.6 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 190.4 3.6% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
Foster Group, Inc. CIK 0001841544 0.874 318 187.0 5.0% 5 -0.4 pp -0.2 pp -0.2 pp -0.4 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 181.8 16.0% 5 +0.3 pp +1.6 pp +2.1 pp +2.6 pp
GenTrust, LLC CIK 0001697110 0.832 201 177.3 6.8% 5 +1.3 pp +1.8 pp +2.1 pp +2.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 176.7 2.3% 5 -0.4 pp -0.6 pp -0.8 pp -1.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 172.4 8.2% 5 -0.4 pp -0.2 pp -0.0 pp -0.5 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 163.8 10.7% 5 -0.6 pp +0.2 pp +0.5 pp +0.4 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 163.4 2.4% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 144.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 143.6 21.6% 5 -2.1 pp -2.5 pp -0.4 pp +1.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 142.8 8.3% 5 -0.6 pp -0.1 pp +0.0 pp -0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 138.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 135.1 1.3% 5 -0.2 pp -0.5 pp -1.1 pp -2.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 135.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 134.9 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 134.5 6.6% 5 -0.5 pp -0.4 pp -0.4 pp -0.7 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 134.3 11.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 132.7 5.9% 1 +5.9 pp +5.9 pp +0.1 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 132.7 1.9% 5 -0.1 pp -0.5 pp -0.8 pp -1.2 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 128.3 18.1% 5 +0.3 pp -1.6 pp -2.5 pp -2.8 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 122.0 4.6% 5 -0.0 pp +0.2 pp +0.7 pp +1.2 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 118.5 4.1% 5 -0.3 pp -0.7 pp -0.6 pp -0.7 pp
AMG National Trust Bank CIK 0001388829 0.744 439 113.0 2.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 108.5 6.6% 5 -0.5 pp -0.3 pp -0.2 pp -0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 107.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 107.4 10.9% 5 -1.4 pp -6.5 pp -7.1 pp -9.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 106.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 105.9 1.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 102.5 3.0% 5 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 102.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 101.4 0.7% 5 +0.5 pp +0.2 pp +0.3 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 100.9 1.0% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 100.6 1.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.6 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 100.5 4.4% 5 -0.4 pp -0.2 pp -0.3 pp -0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 99.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 98.8 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 98.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 91.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 91.6 11.2% 5 -1.9 pp +0.0 pp -0.1 pp -0.8 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 90.8 9.8% 5 -0.7 pp -0.8 pp -0.8 pp -0.2 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 89.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 88.3 13.3% 5 -0.3 pp +0.2 pp +0.3 pp +1.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 86.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 84.0 0.1% 6 -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 81.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 80.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 80.4 10.5% 5 -1.7 pp -0.8 pp +10.3 pp +10.3 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 79.7 34.6% 7 -1.8 pp +11.7 pp -0.2 pp -1.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 78.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 78.0 11.8% 6 -0.9 pp -0.5 pp -0.6 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 77.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 72.7 6.7% 5 -0.6 pp -0.7 pp -0.9 pp -0.9 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 72.2 4.4% 5 -0.2 pp -0.1 pp +0.2 pp -0.3 pp
Trust Co CIK 0001632554 0.769 908 72.0 6.5% 5 -0.2 pp -0.1 pp -0.6 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 71.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 71.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 70.7 6.1% 5 -0.4 pp -0.9 pp -1.0 pp -0.2 pp
Zhang Financial LLC CIK 0001776290 0.816 392 70.7 2.1% 5 -0.2 pp +0.2 pp +0.2 pp +0.1 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 70.1 8.2% 4 -0.1 pp -0.4 pp -0.2 pp +8.2 pp
Joule Financial, LLC CIK 0001929070 0.731 116 69.1 18.7% 5 -0.9 pp -1.2 pp -0.9 pp -1.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 66.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 65.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 65.6 3.3% 5 -0.2 pp +0.1 pp -2.0 pp -2.3 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 65.1 5.3% 5 -0.2 pp -0.4 pp -0.7 pp -1.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 64.2 2.1% 5 -0.6 pp -0.4 pp -0.6 pp -0.8 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 64.1 6.9% 5 +0.9 pp +2.3 pp +2.1 pp +2.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 63.9 3.7% 5 -0.2 pp -0.7 pp -0.2 pp -0.3 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 63.8 3.9% 5 -0.3 pp -2.4 pp -2.5 pp -2.8 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 62.7 7.2% 5 -0.5 pp -0.0 pp -0.2 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 60.8 0.4% 5 +0.3 pp +0.0 pp -0.0 pp -0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 60.2 2.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 59.8 20.9% 5 +0.3 pp -0.4 pp -0.6 pp +0.9 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 59.7 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 59.6 9.1% 5 +0.1 pp +0.1 pp -0.9 pp -1.5 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 59.2 9.7% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 59.1 10.2% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 58.2 3.2% 5 +1.6 pp +1.7 pp +1.6 pp +3.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 57.8 7.2% 5 -1.2 pp -0.9 pp -1.4 pp -1.8 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 57.6 2.6% 5 -0.0 pp -0.9 pp -5.8 pp -6.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 57.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 56.8 26.3% 2 -0.3 pp +26.3 pp +26.3 pp +26.3 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 56.3 0.8% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 55.6 14.0% 5 -1.7 pp -2.6 pp -2.7 pp -3.4 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 54.8 2.2% 5 +0.1 pp +0.4 pp +0.2 pp +0.2 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 53.5 6.7% 7 -0.5 pp -0.4 pp -6.1 pp -7.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 52.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.5 0.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 52.1 7.4% 5 -0.7 pp -0.6 pp -0.7 pp -2.1 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 51.5 20.4% 3 -1.0 pp -0.9 pp +20.4 pp +20.4 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 50.8 3.7% 5 -0.6 pp -0.3 pp -0.4 pp -1.9 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 49.7 14.0% 5 -2.7 pp -3.3 pp -5.5 pp -7.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 49.7 1.8% 5 -0.5 pp +0.1 pp +0.0 pp +0.3 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 49.3 19.4% 5 -0.6 pp -0.4 pp -0.2 pp -0.6 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 48.3 25.4% 5 -1.1 pp +0.4 pp +0.4 pp +1.2 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 48.2 2.7% 5 -0.1 pp +0.2 pp +0.3 pp -0.0 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 48.2 11.8% 2 -2.1 pp +11.8 pp +11.8 pp +11.8 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 47.1 1.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 47.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 46.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 46.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 46.3 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 46.0 10.1% 5 -9.5 pp -9.0 pp -8.6 pp -6.6 pp
Arkos Global Advisors CIK 0001769089 0.805 124 45.8 5.4% 5 -0.8 pp -1.0 pp -0.4 pp -3.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 45.5 2.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 45.4 21.3% 5 -0.9 pp -0.1 pp -0.1 pp -0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 44.1 1.4% 5 +1.1 pp +1.2 pp +1.1 pp +1.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 43.7 1.1% 5 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 43.4 2.2% 5 -0.2 pp -0.1 pp +0.5 pp +2.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 43.1 1.0% 5 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 42.4 3.0% 5 -0.4 pp +0.8 pp +1.1 pp +1.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 42.0 4.0% 5 -0.5 pp +0.1 pp +0.2 pp +0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 41.6 5.5% 5 -1.1 pp -2.5 pp -2.0 pp -2.9 pp
First PREMIER Bank CIK 0001653926 0.233 358 41.6 6.7% 5 +6.0 pp +6.1 pp +6.1 pp +6.1 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 41.5 16.6% 5 -0.3 pp +0.7 pp +0.6 pp +0.5 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 41.5 1.2% 1 +1.2 pp +1.2 pp +0.0 pp +0.4 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 40.7 7.5% 5 -0.5 pp -0.4 pp -0.4 pp -0.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 40.5 5.9% 5 -3.7 pp -5.4 pp -5.2 pp -5.5 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 40.2 2.7% 5 +0.0 pp +0.1 pp -0.3 pp -0.3 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 40.1 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Tenon Financial LLC CIK 0002020781 0.850 61 39.9 12.8% 5 -1.1 pp -0.6 pp +0.7 pp +2.8 pp
MA Private Wealth CIK 0001767474 0.750 88 39.5 5.9% 5 -0.3 pp +1.1 pp +0.3 pp -0.2 pp
Addison Capital Co CIK 0001581465 0.465 184 39.5 6.5% 5 -0.3 pp +0.3 pp +1.3 pp +1.9 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 39.0 1.4% 5 -0.1 pp +0.5 pp +0.5 pp +0.4 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 39.0 8.9% 5 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 38.2 1.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 38.0 0.6% 1 +0.6 pp +0.5 pp +0.2 pp +0.1 pp
Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 37.1 29.9% 5 -2.8 pp -1.5 pp -1.2 pp -2.2 pp
&PARTNERS CIK 0000107136 0.806 2509 37.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 36.6 8.4% 5 -0.5 pp -0.5 pp -0.1 pp +0.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 36.2 1.2% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 35.9 1.3% 5 -1.1 pp -2.0 pp -0.8 pp -0.6 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 35.8 3.4% 5 -0.4 pp -0.3 pp -0.1 pp -0.3 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 35.5 25.2% 2 -2.0 pp +25.2 pp +25.2 pp +25.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 35.2 1.0% 1 +1.0 pp -0.0 pp -0.2 pp +1.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 34.5 2.8% 5 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 34.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 34.0 0.5% 5 -0.2 pp -0.2 pp -0.4 pp -1.2 pp
KWMG, LLC CIK 0001633024 0.515 153 33.7 2.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 33.7 13.9% 5 -1.0 pp -1.0 pp -0.3 pp -0.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 33.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 33.6 2.5% 5 -0.3 pp -0.2 pp +0.2 pp +0.3 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 33.3 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 33.1 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 32.8 6.2% 5 -1.6 pp -1.2 pp -1.2 pp -1.7 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 32.4 9.1% 5 -0.9 pp -3.2 pp -2.9 pp -2.7 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 32.2 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 31.9 14.0% 2 -0.8 pp +14.0 pp +14.0 pp +14.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 31.6 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 31.6 7.3% 5 -1.9 pp -1.3 pp -1.2 pp -0.1 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 31.6 19.7% 5 -0.8 pp -0.6 pp -0.4 pp +0.6 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 31.6 3.8% 5 -0.3 pp -3.4 pp +0.8 pp +1.1 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 31.1 2.4% 1 +2.4 pp +2.4 pp -3.4 pp -3.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 31.1 3.9% 5 -0.3 pp +0.0 pp +0.2 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 30.8 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 30.7 6.3% 5 -0.5 pp -0.3 pp -0.3 pp -0.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 30.5 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 30.0 5.5% 7 -0.5 pp -0.0 pp +0.0 pp -0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 30.0 2.6% 5 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 29.9 5.8% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 29.9 1.4% 5 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 29.7 1.2% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 29.6 13.4% 5 -1.6 pp -0.2 pp +2.5 pp +4.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 29.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 29.1 10.6% 5 -0.9 pp -0.7 pp -0.3 pp -1.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 28.9 3.6% 5 -0.3 pp -0.2 pp +0.0 pp -0.1 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 28.9 8.6% 5 -0.9 pp -0.8 pp -0.8 pp -1.1 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 28.9 2.7% 5 -0.5 pp -0.8 pp -1.5 pp -2.2 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 28.7 6.3% 5 -0.6 pp -0.5 pp -0.8 pp -1.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 27.8 6.5% 5 -0.2 pp -0.0 pp +0.0 pp +0.5 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 27.5 1.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 27.4 0.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 26.6 2.2% 5 -0.1 pp -0.3 pp -0.5 pp -0.8 pp
Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 26.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 26.3 4.3% 5 -0.5 pp -0.9 pp -1.1 pp -1.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 26.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 26.1 11.1% 1 +11.1 pp +11.1 pp +0.8 pp +0.3 pp
New Jersey Better Educational Savings Trust CIK 0001482010 0.793 4 26.0 41.9% 4 -1.0 pp -5.2 pp -5.2 pp +41.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 25.9 1.5% 5 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 25.7 4.4% 5 +0.3 pp +0.3 pp -0.1 pp -1.3 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 25.7 7.6% 6 -0.2 pp +0.5 pp +0.3 pp -0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 25.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 25.5 5.8% 5 -1.5 pp -3.7 pp -3.9 pp -2.3 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 25.4 9.2% 2 -0.8 pp +9.2 pp +9.2 pp +9.2 pp
Ellevest, Inc. CIK 0001644128 0.537 469 25.3 3.0% 5 -0.3 pp +0.0 pp +0.2 pp +0.1 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 25.2 18.5% 5 +0.2 pp +0.3 pp -0.5 pp +0.8 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 24.9 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 24.8 8.8% 5 +0.9 pp +1.2 pp +1.0 pp -0.3 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 24.5 13.8% 5 -1.0 pp -0.9 pp -1.0 pp -0.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 24.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 24.3 1.0% 5 -0.2 pp -0.5 pp -0.5 pp -0.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 24.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 23.8 0.8% 5 -0.1 pp +0.2 pp +0.4 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 23.5 0.5% 5 -0.0 pp +0.2 pp -0.6 pp -0.4 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 23.5 5.5% 5 -3.7 pp -4.6 pp -0.9 pp -5.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 23.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 23.1 0.7% 5 -0.1 pp +0.5 pp +0.5 pp +0.3 pp
STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 23.1 13.2% 2 +1.2 pp +13.2 pp +13.2 pp +13.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 23.0 1.7% 5 +0.0 pp -0.2 pp -1.0 pp -1.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 22.9 1.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 22.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 22.7 11.9% 5 -1.0 pp -0.2 pp -0.9 pp -0.9 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 22.7 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 22.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 22.5 7.0% 6 -2.0 pp -1.5 pp -0.4 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 22.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Veery Capital, LLC CIK 0001844375 0.780 100 22.1 5.9% 5 -0.6 pp -0.3 pp -0.4 pp -0.5 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 21.9 7.4% 5 -0.8 pp -0.5 pp -0.9 pp -1.3 pp
BANK OF HAWAII CIK 0000315080 0.804 233 21.9 1.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 21.6 1.0% 2 +0.1 pp +1.0 pp +0.8 pp +0.7 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 21.4 0.7% 5 -0.1 pp -0.0 pp -0.7 pp -0.8 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 21.2 4.0% 5 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
ROGCO, LP CIK 0001998892 0.631 224 21.2 6.5% 5 -0.3 pp +0.4 pp +0.2 pp +0.1 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 20.9 1.2% 4 -0.1 pp -0.0 pp +0.1 pp +1.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 20.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 20.6 1.3% 5 -0.5 pp -0.4 pp -0.3 pp -0.4 pp
Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 20.4 11.5% 5 -0.2 pp -0.0 pp -0.0 pp -0.2 pp
Financial Architects, LLC CIK 0002008540 0.807 24 20.2 9.7% 5 -0.5 pp -0.3 pp -0.2 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 20.0 0.3% 5 -0.2 pp +0.1 pp +0.1 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 20.0 1.0% 4 +0.2 pp +0.1 pp +0.3 pp +1.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 19.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 19.7 9.6% 2 +1.9 pp +9.6 pp +9.6 pp +9.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 19.7 1.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 19.6 4.8% 5 -1.1 pp -1.1 pp -0.9 pp -1.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 19.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 19.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 19.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 19.5 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 19.4 0.6% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
BFSG, LLC CIK 0001706836 0.376 765 19.3 1.7% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 19.3 1.9% 5 -1.2 pp -0.5 pp -0.3 pp -0.3 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 19.2 5.1% 5 -0.2 pp -0.5 pp -0.5 pp -0.2 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 19.2 3.7% 5 -0.3 pp -0.1 pp -0.2 pp -0.6 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 18.8 3.5% 5 -0.6 pp +0.7 pp +0.6 pp +0.5 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 18.7 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 18.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TLT Family Holdco ULC CIK 0002081869 0.150 9 18.7 2.7% 4 +0.1 pp +1.0 pp -0.9 pp +2.7 pp
REBALANCE, LLC CIK 0001811052 0.941 103 18.2 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ashford Advisors, LLC CIK 0001861158 0.927 23 18.2 3.8% 2 +2.1 pp +3.8 pp +3.8 pp +3.8 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 18.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 18.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 17.5 11.3% 5 -0.6 pp -0.8 pp -0.0 pp -0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 17.3 0.3% 7 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 17.2 5.2% 5 +0.3 pp -3.6 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 17.2 0.9% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Attessa Capital LLC CIK 0002020560 0.810 51 17.2 7.7% 5 -0.2 pp -0.5 pp -0.6 pp -0.5 pp
Rinkey Investments CIK 0001730774 0.601 128 17.1 4.0% 5 +0.1 pp +2.4 pp +2.1 pp +2.6 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 17.1 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
PDS Planning, Inc CIK 0000838618 0.712 609 16.9 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Main Management LLC CIK 0001583092 0.804 95 16.9 1.1% 5 -0.1 pp -0.6 pp -0.6 pp -0.7 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 16.9 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 16.7 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 16.6 8.9% 5 -0.8 pp -0.4 pp +0.9 pp -0.2 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 16.5 5.6% 5 -0.4 pp -0.3 pp -0.5 pp -0.8 pp
Whelan Financial CIK 0001894921 0.754 101 16.4 4.5% 5 -0.6 pp -0.6 pp -0.5 pp -1.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 16.4 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 16.3 2.7% 5 +0.5 pp +1.3 pp +1.3 pp +1.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 16.2 1.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
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SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 16.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 16.0 3.9% 3 +0.2 pp +1.1 pp +3.9 pp +3.9 pp
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HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.2 0.2% 5 -0.0 pp -0.6 pp -0.6 pp -0.6 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 14.2 0.7% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 13.1 7.2% 5 -0.3 pp +0.5 pp +0.8 pp +0.5 pp
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ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 12.8 2.2% 5 -5.9 pp -5.4 pp -5.6 pp -6.1 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 12.6 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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Wiser Wealth Management, Inc CIK 0001573263 0.875 75 12.4 2.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
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Zeit Capital LLC CIK 0001808163 0.744 52 12.1 7.3% 5 -0.6 pp +0.2 pp -0.1 pp -0.4 pp
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BancFirst Trust & Investment Management CIK 0001914099 0.757 65 11.7 4.9% 5 -0.2 pp +0.1 pp +0.4 pp -0.5 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 11.5 2.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
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Platt Investment Counsel, LLC CIK 0001859195 0.852 14 11.5 7.7% 4 -1.1 pp -2.5 pp +0.4 pp +7.7 pp
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Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.0 3.5% 5 -0.5 pp -1.3 pp -0.8 pp +3.5 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TFO Wealth Partners, LLC CIK 0001698750 0.866 65 7.5 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 7.5 6.2% 5 -0.5 pp -0.2 pp -0.1 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.4 0.4% 5 -0.2 pp -0.3 pp -0.2 pp -0.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 7.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 7.4 1.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 7.4 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 7.3 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.3 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 7.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 7.2 2.8% 5 -0.3 pp -0.4 pp -0.6 pp -0.8 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 7.2 1.0% 5 +0.4 pp +0.4 pp -0.0 pp +0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 7.1 3.7% 5 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
Farrell Financial LLC CIK 0002031235 0.502 83 7.1 3.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fort Point Capital Partners LLC CIK 0001589282 0.542 247 7.0 0.7% 5 +0.5 pp +0.3 pp +0.4 pp +0.6 pp
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HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 6.8 6.2% 2 -0.5 pp +6.2 pp +6.2 pp +6.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 6.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 6.8 4.1% 5 -0.7 pp -3.3 pp -1.0 pp -2.1 pp
Oak Wealth Advisors LLC CIK 0002056728 0.684 68 6.7 3.2% 5 -0.3 pp -0.1 pp +0.2 pp +0.3 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 6.6 3.3% 2 -1.5 pp +3.3 pp +3.3 pp +3.3 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 6.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 6.6 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 6.6 3.8% 1 +3.8 pp +3.8 pp +0.3 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 6.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 6.5 2.5% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 6.5 5.2% 2 -1.5 pp +5.2 pp +5.2 pp +5.2 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 6.4 1.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.4 0.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 6.4 3.7% 5 -0.1 pp -0.1 pp -0.5 pp -0.5 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 6.3 0.5% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
Marathon Wealth Advisors LLC CIK 2153211 0.321 76 6.3 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 6.3 3.1% 5 -0.2 pp +0.2 pp +0.9 pp +0.7 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 6.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Ascent Group, LLC CIK 0001913231 0.508 808 6.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 6.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Womack Financial LLC CIK 0002107079 0.419 70 6.2 4.1% 6 -0.4 pp -0.1 pp -0.1 pp -0.4 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HT Partners LLC CIK 0001552999 0.865 53 6.0 1.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 5.9 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 5.9 2.8% 4 -0.2 pp -0.1 pp -1.2 pp +2.8 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo H. Evart, Inc. CIK 0001920405 0.382 295 5.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 5.8 3.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.7 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.8 0.3% 7 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
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Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 5.7 2.3% 5 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 5.7 1.2% 5 -0.4 pp -7.5 pp -7.0 pp -6.7 pp
Bay Rivers Group CIK 0001798924 0.313 125 5.7 2.0% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 5.7 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 5.7 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 5.6 2.6% 4 +0.1 pp +0.0 pp +0.1 pp +2.6 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 5.6 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.6 3.3% 4 -0.1 pp +0.8 pp +0.0 pp +3.3 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 5.5 2.0% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
IF Advisors, LLC CIK 0002109472 0.403 60 5.5 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
Human Investing LLC CIK 0001767513 0.861 105 5.4 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 5.4 1.0% 1 +1.0 pp +1.0 pp -0.4 pp -0.8 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 5.4 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 5.4 2.4% 5 -0.4 pp -0.5 pp -1.1 pp +1.8 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 5.3 2.2% 5 -0.3 pp -0.6 pp -0.6 pp -0.6 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.3 0.4% 5 +0.2 pp -0.1 pp -0.1 pp -0.3 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 5.3 0.8% 1 +0.8 pp -0.0 pp -0.1 pp -0.2 pp
Steelhead Wealth Management LLC CIK 2140776 0.166 96 5.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 5.2 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 5.2 6.4% 5 +0.6 pp +0.0 pp +0.3 pp +0.9 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.2 3.2% 5 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 5.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Range Advisory, LLC CIK 2152629 0.575 342 5.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 5.1 0.9% 5 -0.1 pp -13.6 pp -18.7 pp -15.9 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 5.0 4.1% 4 +0.1 pp +0.7 pp +1.1 pp +4.1 pp
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Financial Avengers, Inc. CIK 0001844393 0.740 155 5.0 2.1% 5 +0.0 pp +0.7 pp +0.7 pp +0.8 pp
Providence First Trust Co CIK 0001713735 0.116 196 4.9 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 4.9 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.9 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.8 0.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.7 1.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 4.7 1.1% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 4.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Single Point Partners, LLC CIK 0001801184 0.839 102 4.5 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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WMG Financial Advisors, LLC CIK 0001906711 0.626 105 4.4 1.7% 5 -0.2 pp -0.1 pp +0.2 pp +0.0 pp
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Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.1 0.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 1.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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Midwest Trust Co CIK 0002077080 0.757 606 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JHP Wealth Management, LLC CIK 0002110669 0.695 40 1.1 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
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Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Nilsine Partners, LLC CIK 0001913043 0.348 429 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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Impact Capital Partners LLC CIK 0002054916 0.218 283 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.0 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 1.0 0.1% 5 -0.1 pp -0.1 pp -0.8 pp -0.8 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.0 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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WealthShield Partners, LLC CIK 0001729303 0.077 379 0.9 0.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
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PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.9 0.5% 4 -0.1 pp +0.2 pp +0.2 pp +0.5 pp
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Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.9 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
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CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Gleason Group, Inc. CIK 0001822632 0.921 449 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.4 0.4% 3 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.4 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SVRN Asset Management, LLC CIK 0002094004 0.445 51 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.4 0.2% 5 -0.2 pp -0.8 pp -1.1 pp -1.2 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.4 0.1% 5 -0.9 pp -1.1 pp -0.5 pp -0.4 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.4 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 0.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.0% 2 -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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.3 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 0.3 0.2% 2 -2.3 pp +0.2 pp +0.2 pp +0.2 pp
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TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Vivid Wealth Management, LLC CIK 0002007281 0.413 73 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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GLR Partners, LLC CIK 0002134831 0.349 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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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
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -0.4 pp +0.0 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
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Global Wealth Management, LLC CIK 0002039738 0.724 47 0.0 0.0% 0 +0.0 pp -4.6 pp -4.4 pp -0.2 pp
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Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ARWA LLC CIK 0002113621 0.167 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
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StoryOne LLC CIK 0002079652 0.567 79 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 -0.1 pp -0.2 pp -0.5 pp -1.5 pp
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Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -1.5 pp -1.6 pp -1.6 pp -1.7 pp
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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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -9.7 pp -10.3 pp -9.7 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
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.5 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -1.6 pp -1.7 pp -1.7 pp -1.8 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -1.4 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -4.0 pp +0.0 pp -3.3 pp -2.9 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Refined Wealth Management CIK 0001724729 0.544 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -5.2 pp -5.8 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.8 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status