Signals

BNDX

1406 in-universe funds with a nonzero position in BNDX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#215
Score / z1.055 / 1.25
Consensus411.65 over 762 funds
Momentum-0.28 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-77% / 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
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 6,238.6 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,979.2 0.7% 5 -0.1 pp +0.0 pp +0.1 pp -0.2 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 2,849.9 9.7% 2 -0.5 pp +9.7 pp +9.7 pp +9.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,888.2 2.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1,859.3 5.5% 5 +1.3 pp +2.8 pp +3.4 pp +3.4 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,062.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 925.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 635.6 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 555.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 501.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 478.7 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 363.3 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 352.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 287.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 277.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 245.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 233.2 6.0% 5 -0.6 pp -0.6 pp -0.2 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 209.6 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 201.3 1.0% 5 -0.1 pp -0.8 pp -0.8 pp -0.7 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 173.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 166.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 160.7 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 128.9 7.8% 5 -0.4 pp -0.1 pp -0.0 pp -0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 121.3 0.6% 5 -0.1 pp -0.2 pp +0.3 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 117.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 99.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 95.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 86.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 82.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 77.2 3.9% 5 -0.1 pp +0.0 pp -2.9 pp -3.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 76.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 74.4 4.8% 5 -0.3 pp -0.0 pp +0.0 pp -0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 68.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 65.2 0.6% 5 -0.0 pp -0.1 pp -0.3 pp -0.7 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 64.8 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 64.8 1.3% 5 -0.5 pp +0.3 pp +1.2 pp +1.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 62.4 9.5% 6 -0.4 pp -0.1 pp +0.3 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 62.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 57.4 1.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Burton Enright Welch CIK 0002105919 0.824 136 56.9 6.7% 5 +0.0 pp +0.2 pp +0.4 pp +2.9 pp
CX Institutional CIK 0001737089 0.437 1568 56.1 1.6% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 54.5 2.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 54.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 52.3 6.0% 5 -0.8 pp -1.3 pp -2.6 pp -3.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 52.0 0.4% 7 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 51.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 51.8 0.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 51.0 3.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
P/E Global LLC CIK 0001910344 0.967 8 50.3 3.2% 5 -0.5 pp -1.2 pp -12.4 pp -12.4 pp
PDS Planning, Inc CIK 0000838618 0.712 609 50.1 2.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 49.9 3.3% 5 -1.9 pp -1.7 pp -1.7 pp -1.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 48.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 47.5 3.7% 7 -0.2 pp -0.2 pp -0.1 pp -0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 45.4 0.6% 5 -0.1 pp -0.4 pp -0.7 pp -1.2 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 44.5 6.3% 5 -0.4 pp -0.1 pp -0.1 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 43.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 40.1 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 38.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 38.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 38.1 2.4% 5 -0.0 pp +0.7 pp +1.4 pp +2.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 36.3 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
Wedmont Private Capital CIK 0001904274 0.771 949 35.7 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 32.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 31.9 2.8% 5 -0.3 pp -2.0 pp -3.3 pp -5.6 pp
MilWealth Group LLC CIK 0001972750 0.908 82 31.1 6.6% 5 -0.2 pp +0.0 pp -0.0 pp -0.2 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 31.0 3.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Marotta Asset Management CIK 0001802091 0.618 103 30.8 5.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.6 pp
Human Investing LLC CIK 0001767513 0.861 105 30.1 4.4% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 29.2 0.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 29.2 0.3% 4 -0.2 pp -0.2 pp -0.5 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 28.8 1.4% 4 -0.1 pp +0.1 pp +0.3 pp +1.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 28.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 27.6 5.1% 5 -0.3 pp -0.3 pp -1.9 pp -2.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 27.1 11.8% 7 -0.5 pp -3.6 pp +0.2 pp -0.3 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 26.8 9.8% 5 +0.7 pp +0.3 pp -0.6 pp -0.9 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 26.4 3.5% 5 +1.2 pp +1.8 pp +1.6 pp +1.7 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 26.4 10.4% 5 -0.6 pp -0.6 pp -0.6 pp -1.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 25.9 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 25.6 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 25.4 7.8% 5 -1.0 pp -0.9 pp -1.0 pp -0.9 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 25.3 5.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 24.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 24.0 4.6% 5 -0.6 pp -0.5 pp -0.5 pp -0.3 pp
Flagstone Financial Management CIK 0001968890 0.851 77 24.0 5.4% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 23.8 0.9% 5 -0.1 pp +0.9 pp +0.8 pp +0.8 pp
Rinkey Investments CIK 0001730774 0.601 128 23.1 5.4% 5 -0.5 pp -3.7 pp +1.4 pp +1.5 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 22.8 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 22.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 22.6 2.8% 5 -0.5 pp +0.3 pp +0.2 pp +0.1 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 22.0 6.9% 6 -0.9 pp -0.8 pp -0.8 pp -0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 21.2 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 20.9 2.9% 5 +0.0 pp +1.9 pp +2.0 pp +2.0 pp
Creative Planning CIK 0001540235 0.979 4196 20.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 20.2 2.1% 5 -0.4 pp +0.3 pp +0.4 pp +0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 19.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 19.6 0.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 19.6 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parker Financial LLC CIK 0001965668 0.845 37 18.9 6.9% 5 -0.5 pp +0.2 pp +0.1 pp -0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 18.5 3.5% 5 -0.3 pp -0.5 pp -0.6 pp -0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 18.2 0.5% 5 +0.0 pp +0.0 pp +0.4 pp +0.3 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 18.0 6.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 17.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 17.5 3.6% 5 -0.3 pp -0.1 pp -0.2 pp -0.2 pp
ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 17.3 4.5% 5 -0.0 pp +0.3 pp +0.6 pp +0.5 pp
Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 17.1 10.1% 2 -0.2 pp +10.1 pp +10.1 pp +10.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 17.0 0.9% 5 -0.0 pp +0.1 pp +0.4 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 16.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 16.6 1.0% 5 -0.2 pp +0.0 pp -0.1 pp -0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 16.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Architects, LLC CIK 0002008540 0.807 24 16.6 8.0% 5 -0.5 pp -1.0 pp -1.0 pp -0.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 15.6 2.4% 5 +0.4 pp +1.2 pp +1.1 pp +1.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 15.4 2.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 15.4 8.0% 5 -0.5 pp +0.1 pp -0.1 pp -0.4 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 15.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 15.0 6.3% 5 -0.2 pp +0.1 pp -1.0 pp -1.2 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 15.0 1.9% 5 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 15.0 3.5% 5 -0.4 pp -0.1 pp -0.4 pp -0.6 pp
STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 14.9 8.5% 2 -0.4 pp +8.5 pp +8.5 pp +8.5 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 14.7 0.8% 4 -0.1 pp +0.0 pp +0.5 pp +0.8 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 14.4 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 14.1 2.6% 5 +0.3 pp -0.1 pp -0.1 pp -0.1 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 14.0 5.3% 4 -0.5 pp -0.2 pp -0.2 pp +5.3 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 13.7 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 13.5 3.4% 5 +0.5 pp +0.6 pp -0.1 pp +0.4 pp
DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 13.5 8.8% 2 -0.6 pp +8.8 pp +8.8 pp +8.8 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 13.3 0.4% 1 +0.4 pp -0.1 pp -0.1 pp +0.4 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 13.2 2.0% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 13.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 12.9 4.4% 5 -0.3 pp -0.3 pp -0.6 pp -0.7 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 12.9 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.5 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 12.4 2.8% 5 -0.2 pp -0.2 pp +0.1 pp +0.3 pp
Level Financial Advisors CIK 0001871734 0.644 95 12.4 2.8% 5 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 12.3 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 12.2 8.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 12.0 0.6% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 12.0 1.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 11.5 1.9% 5 -0.2 pp +0.3 pp -0.1 pp +0.1 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 11.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 11.3 5.1% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.1 0.2% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 11.0 2.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 10.8 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 10.7 1.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 10.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 10.6 2.5% 5 -0.3 pp -0.7 pp -0.5 pp -0.5 pp
Trust Co CIK 0001632554 0.769 908 10.5 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
FC Advisory LLC CIK 0001683754 0.633 118 10.4 2.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 10.3 3.2% 5 -0.2 pp -0.1 pp -0.3 pp -0.7 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 10.2 5.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.1 1.7% 5 +0.3 pp +0.6 pp +0.6 pp +0.5 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 10.0 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 10.0 4.3% 1 +4.3 pp +4.3 pp -0.3 pp -0.6 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 9.9 4.8% 5 -0.1 pp +0.3 pp +0.4 pp +0.3 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 9.9 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Tribridge Partners Financial LLC CIK 0002083677 0.741 82 9.9 3.9% 4 -0.2 pp -0.1 pp +0.0 pp +3.9 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 9.7 4.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 9.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 9.6 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.6 0.6% 5 -0.0 pp +0.2 pp +0.1 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 9.4 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Somnio Financial Group, LLC CIK 0002034894 0.875 14 9.4 5.6% 4 -0.2 pp -0.1 pp -0.1 pp +5.6 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 9.4 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 9.4 1.3% 5 -0.3 pp +0.1 pp +0.0 pp -0.2 pp
BDFS Capital LLC CIK 0002112636 0.430 116 9.3 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 9.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 9.2 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 9.2 1.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 9.1 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 9.1 2.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 8.9 5.0% 5 -0.1 pp +0.4 pp +0.2 pp -0.1 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 8.5 3.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.9 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.4 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 8.4 1.2% 5 -0.3 pp -0.6 pp -1.2 pp -1.8 pp
Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 8.3 3.2% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 8.3 2.7% 3 -0.3 pp -0.2 pp +2.7 pp +2.7 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 8.2 3.7% 5 -0.2 pp -0.1 pp -0.2 pp +0.9 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 8.2 2.4% 5 -0.1 pp +0.0 pp -0.2 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.0 0.1% 5 -0.6 pp -0.4 pp -0.5 pp -0.5 pp
Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 8.0 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 8.0 3.2% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.9 0.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 7.9 2.7% 2 -0.9 pp +2.7 pp +2.7 pp +2.7 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.8 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.4 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 7.8 1.5% 4 -0.0 pp +0.1 pp +0.2 pp +1.5 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 7.8 4.3% 5 +0.1 pp +0.3 pp +0.5 pp +0.4 pp
Breakwater Investment Management CIK 0002025925 0.462 600 7.7 2.6% 5 -0.8 pp -1.5 pp -1.8 pp -1.8 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 7.5 2.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 7.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Paladin Partners, LLC CIK 2141570 0.611 214 7.4 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 7.4 4.4% 4 -0.1 pp -0.6 pp +0.1 pp +4.4 pp
Prospect Financial Group LLC CIK 0002021762 0.441 70 7.3 5.9% 5 -0.2 pp +0.1 pp -0.0 pp -0.4 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 7.3 2.2% 5 -2.2 pp -2.4 pp -2.2 pp -2.2 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 7.3 0.8% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.3 0.9% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.2 1.6% 3 -0.1 pp +0.0 pp +1.6 pp +1.6 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.1 2.3% 7 -0.2 pp -0.0 pp -0.1 pp -0.4 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 7.0 1.9% 5 +0.3 pp +0.4 pp +0.3 pp -0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 6.8 0.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 6.8 3.5% 5 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 6.7 2.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.7 0.9% 5 -0.2 pp -0.6 pp -0.6 pp -0.8 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 6.6 3.6% 5 -0.4 pp -0.3 pp -0.4 pp -0.8 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 6.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 6.5 1.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.7 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 6.5 3.6% 5 -0.3 pp +0.5 pp +0.4 pp +0.3 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 6.5 3.1% 5 -1.1 pp -0.3 pp -0.3 pp -0.2 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 6.5 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CIK 0002131510 0.077 124 6.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 6.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.2 4.3% 5 -0.2 pp -0.0 pp -0.1 pp -0.5 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 6.2 3.1% 3 -0.2 pp +0.2 pp +3.1 pp +3.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 6.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.0 1.6% 5 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 6.0 3.4% 5 -0.3 pp +1.3 pp +0.7 pp +0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 6.0 2.6% 6 -0.2 pp -0.6 pp +0.6 pp -0.2 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 6.0 3.4% 5 -0.1 pp +0.1 pp +0.5 pp +1.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 5.9 1.0% 5 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.9 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 5.9 2.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 5.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -1.2 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.8 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.7 0.9% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
Auour Investments LLC CIK 0001789310 0.580 95 5.7 1.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 5.7 2.7% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 5.6 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Frisco Financial Planning LLC CIK 0002133972 0.754 29 5.5 4.2% 4 -0.2 pp -1.8 pp -2.0 pp +4.2 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 5.5 2.0% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 5.5 2.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 5.4 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 5.4 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 5.4 0.9% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 5.4 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.2 2.1% 5 -0.7 pp -0.7 pp -0.6 pp -0.6 pp
Arta Finance Wealth Management LLC CIK 0002099257 0.434 105 5.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 5.1 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
Veery Capital, LLC CIK 0001844375 0.780 100 5.1 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.0 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.124 26 5.0 3.3% 2 -2.0 pp +3.3 pp +3.3 pp +3.3 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 4.9 1.6% 1 +1.6 pp +1.6 pp -0.3 pp +1.6 pp
K2 Financial Inc. CIK 0002044711 0.455 60 4.9 3.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 4.8 2.9% 5 -0.2 pp +0.3 pp +0.1 pp -0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 4.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 4.7 1.3% 5 -0.3 pp -0.0 pp -0.4 pp -0.4 pp
Friedenthal Financial CIK 0001598611 0.053 253 4.6 2.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 4.6 1.4% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 4.5 3.1% 2 +1.1 pp +3.1 pp +3.1 pp +3.1 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 4.5 2.3% 7 -0.1 pp +0.4 pp +0.3 pp +0.2 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 4.5 2.5% 5 -2.0 pp -2.6 pp -3.0 pp -4.4 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 4.4 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NYL Investors LLC CIK 0001606720 0.732 29 4.4 1.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.2 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 4.2 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.2 1.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.2 1.0% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.1 1.3% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.1 1.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.0 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 4.1 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
HT Partners LLC CIK 0001552999 0.865 53 4.1 1.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 4.1 0.6% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.0 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 4.0 1.4% 1 +1.4 pp +1.2 pp +1.4 pp +1.4 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthSpring Partners, LLC CIK 0001961292 0.418 71 4.0 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 3.9 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Bedminster, LLC CIK 0002087564 0.451 51 3.9 3.4% 2 -0.8 pp +3.4 pp +3.4 pp +3.4 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 3.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 3.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 3.8 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
10Elms LLP CIK 0002056650 0.266 526 3.8 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.7 2.3% 6 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.7 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 3.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Note Advisors, LLC CIK 0002056243 0.618 86 3.5 1.5% 5 -0.2 pp -0.3 pp -1.0 pp -1.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 3.5 1.6% 1 +1.6 pp +1.6 pp -0.3 pp -0.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 3.5 0.9% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 3.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 3.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 3.3 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 3.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.2 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 3.2 1.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Manske Wealth Management CIK 0002095143 0.466 226 3.1 0.8% 6 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Values Added Financial LLC CIK 0001973921 0.422 147 3.0 1.1% 3 -1.0 pp -2.9 pp +1.1 pp +1.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.0 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.0 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Petix & Botte Co CIK 0001803255 0.507 144 3.0 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 2.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 2.8 0.9% 5 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.8 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATLas Financial Planning LLC CIK 0002110886 0.440 69 2.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.8 1.3% 5 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
BANK OF HAWAII CIK 0000315080 0.804 233 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 2.8 1.0% 6 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.8 1.0% 4 +0.6 pp +0.7 pp +0.8 pp +1.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 2.7 0.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.7 1.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Womack Financial LLC CIK 0002107079 0.419 70 2.7 1.8% 6 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.6 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 2.6 1.5% 5 -0.1 pp +1.3 pp +1.2 pp +0.2 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 2.6 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.6 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.6 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 2.5 3.1% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 2.4 1.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 2.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 2.4 0.9% 1 +0.9 pp +0.9 pp +0.3 pp +0.6 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.4 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
University of Illinois Foundation CIK 0001994249 0.055 29 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 2.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.3 0.5% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.3 1.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.3 1.0% 5 -0.1 pp +0.2 pp +0.0 pp -0.2 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 2.3 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 2.2 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 2.2 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 2.1 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Meritas Wealth Management, LLC CIK 0001990690 0.770 63 2.1 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.1 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.0 0.3% 3 +0.2 pp +0.1 pp +0.3 pp -0.8 pp
Napier Financial, LLC CIK 0002086579 0.647 472 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 2.0 0.1% 5 -0.2 pp -0.1 pp -0.0 pp -1.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 2.0 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 2.0 0.5% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.0 1.3% 3 -0.0 pp +1.2 pp +1.3 pp +1.3 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 2.0 1.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 1.9 0.0% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ LLC CIK 0001757605 0.412 87 1.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.9 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 1.8 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.8 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.4 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.7 0.2% 5 -1.2 pp -0.0 pp -0.6 pp -0.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 1.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
5T Wealth, LLC CIK 0002039313 0.300 134 1.6 0.6% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 1.6 0.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 1.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.6 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 1.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 1.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Veratis Advisors, Inc. CIK 0002111807 0.253 84 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.5 0.6% 4 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 1.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 1.4 1.1% 6 -0.1 pp -0.1 pp +0.1 pp -0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 1.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prostatis Group LLC CIK 0001649186 0.318 190 1.4 0.3% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.4 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 1.4 0.8% 1 +0.8 pp +0.8 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 1.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bank of Marin CIK 0001801145 0.155 133 1.3 0.9% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Creekside Partners CIK 0002035951 0.343 193 1.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
EWA, LLC CIK 0001835252 0.457 332 1.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 1.3 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 1.3 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.3 0.7% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 1.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.2 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Donalies Financial Planning, LLC CIK 0002111587 0.394 78 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 1.2 0.4% 5 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.2 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 1.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 1.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.1 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Payne Capital LLC CIK 0002094426 0.375 59 1.1 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.1 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
JMN Financial LLC CIK 0002113267 0.057 229 1.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 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
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.1 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vilga Financial Planning LLC CIK 2083456 0.364 93 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.1 0.3% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
TOWLE & CO CIK 0001224014 0.032 59 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Betterment LLC CIK 0001633901 0.437 675 1.0 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.0 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.9 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.9 0.2% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.9 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.9 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.8 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 0.8 0.4% 2 +0.0 pp +0.4 pp -3.5 pp -3.5 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.8 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verde Capital Management CIK 0001802891 0.578 80 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TMB Capital Partners, LLC CIK 0002111931 0.284 177 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.7 0.3% 1 +0.3 pp +0.3 pp -0.1 pp -2.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.0 pp
Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Capital LLC CIK 0001862965 0.797 53 0.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.5% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.7 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.7 0.4% 6 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.7 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
ARWA LLC CIK 0002113621 0.167 139 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.6 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.6 0.4% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.6 0.3% 3 -0.2 pp -0.3 pp +0.3 pp -0.7 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 0.6 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.6 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
MYECFO, LLC CIK 0001986457 0.711 73 0.5 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simmons Bank CIK 0001674486 0.467 369 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Refined Wealth Management CIK 0001724729 0.544 49 0.5 0.3% 5 -0.0 pp -9.9 pp -9.7 pp -11.1 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stash Investments, LLC CIK 0002008308 0.898 17 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.5 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.5 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 5 -0.7 pp +0.0 pp +0.0 pp -6.3 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Xena Financial Planning, LLC CIK 0002101744 0.604 38 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.4 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.4 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.3% 5 -0.3 pp -1.2 pp -1.4 pp -1.8 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.4 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oceanside Advisors LLC CIK 0002012184 0.685 57 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.4 0.1% 4 -0.0 pp -0.0 pp -4.1 pp +0.1 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.4 0.0% 2 -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
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.3% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -1.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.4 0.1% 5 -2.2 pp -2.1 pp -2.4 pp -2.3 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cadia Private Client LLC CIK 0002135817 0.358 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Carroll Advisory Group, LLC CIK 0002108684 0.608 73 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.3 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.3 0.2% 5 -1.2 pp -1.2 pp -1.3 pp -1.6 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.3 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.3 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.7 pp
Torrey-Payne Wealth Management, LLC CIK 0002112151 0.671 39 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.3 0.0% 1 +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
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.3 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.3 0.1% 5 -0.3 pp -2.3 pp -2.4 pp -2.5 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TrustBank CIK 0002107256 0.632 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brewster Financial Planning LLC CIK 0001898145 0.843 30 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.272 123 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.2 0.1% 5 -0.0 pp -1.0 pp -1.2 pp -1.4 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.2 0.1% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 7 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.2 0.0% 1 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.2 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Go Invest LLC CIK 2139692 0.913 129 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 5 -0.2 pp -1.1 pp -1.4 pp -1.6 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.492 587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -2.0 pp -1.6 pp -1.6 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballast, Inc. CIK 0001730477 0.553 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -3.6 pp -3.8 pp -3.7 pp -3.9 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
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 +0.0 pp -2.6 pp -2.9 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.6 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp -3.8 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
ADE, LLC CIK 0001845950 0.661 93 0.0 0.0% 0 +0.0 pp -6.8 pp -7.2 pp -7.5 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp -6.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.2 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -5.2 pp -6.2 pp -6.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.0 0.0% 0 -1.4 pp -1.3 pp -1.3 pp -1.5 pp
Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp -0.3 pp -0.6 pp -0.7 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -2.4 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -2.6 pp -2.0 pp -2.0 pp -1.9 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CNB Bank CIK 0001732074 0.306 518 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 +0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -2.7 pp -2.4 pp -2.6 pp -2.8 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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 +0.0 pp -1.3 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signet Private Wealth LLC CIK 0002096298 0.127 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.2 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -15.1 pp -15.1 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -6.6 pp -6.0 pp -6.9 pp -7.1 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -1.5 pp -1.1 pp -1.0 pp -0.0 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.3 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -1.4 pp -1.1 pp -0.7 pp -0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 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
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.8 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point Nemo Capital, LLC CIK 0001988307 0.000 188 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -3.6 pp -3.6 pp -3.3 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 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 -0.2 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 -0.1 pp -0.1 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp -0.7 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
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp -0.0 pp -2.0 pp -2.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 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 -1.9 pp -1.9 pp -2.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 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 BNDX). Qtrs Held counts distinct quarters this fund has actually held BNDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BNDX position size. Δ columns are the percentage-point change in BNDX'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