Signals

← Signals

☆BSV

1190 in-universe funds with a nonzero position in BSV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#78
Score / z2.366 / 3.01
Consensus378.25 over 710 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+62% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,304.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 2,958.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,681.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,534.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,470.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,424.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,302.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 781.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 587.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 531.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 504.9 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 448.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 423.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 386.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 345.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 339.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 276.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 272.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 258.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 233.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 205.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 199.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 196.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 183.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 177.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 165.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 159.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 149.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 142.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 139.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 126.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 111.3 10.0% 2 -0.4 pp +10.0 pp +10.0 pp +10.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 110.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 103.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 101.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 101.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 92.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 83.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 82.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 77.1 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 76.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 72.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 72.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 71.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 70.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 70.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 69.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 66.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WIT, LLC CIK 0001840025 0.965 24 66.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 63.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 62.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 62.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 62.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 62.3 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 61.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 59.4 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 59.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 58.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 57.5 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Jentner Corp CIK 0001695908 0.884 54 56.9 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 55.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 55.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 55.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 55.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 53.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 49.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 47.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 47.2 25.2% 1 +25.2 pp +25.2 pp +25.2 pp +25.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 45.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 43.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 42.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 41.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 40.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARR E S & CO CIK 0001040210 0.865 112 38.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 37.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 35.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 35.3 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 34.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 34.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 32.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 32.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 32.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 31.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 31.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 30.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 29.1 4.0% 3 -0.5 pp -0.6 pp +4.0 pp +4.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 29.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 28.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 28.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 26.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 26.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 25.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 23.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 23.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 21.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 21.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 21.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 19.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 19.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 19.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 19.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 19.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 17.4 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 17.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 17.2 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 17.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 17.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 17.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 16.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 16.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 16.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 15.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 15.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 15.6 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 15.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 15.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 15.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 15.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 15.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 15.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 15.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 14.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 14.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 14.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 13.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 13.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 13.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 13.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 13.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 13.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 13.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 13.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 13.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 12.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 12.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 12.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 12.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 11.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 11.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 11.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 11.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 11.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 11.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 11.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Man Group plc CIK 0001637460 0.631 2032 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 11.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 10.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 10.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 10.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 10.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 10.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 10.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 10.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 9.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 9.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 9.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆City State Bank CIK 0001910666 0.322 809 9.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 9.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 9.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 9.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 8.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 8.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 8.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 8.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 8.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 8.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 8.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 7.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 7.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 7.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 7.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 7.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 7.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 7.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 7.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 6.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 6.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 6.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 6.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 6.5 6.0% 2 -0.5 pp +6.0 pp +6.0 pp +6.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 6.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 6.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 6.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 6.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 6.1 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 6.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 5.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 5.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 5.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 5.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 5.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 5.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 5.1 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 5.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.6 2.3% 3 -0.4 pp -0.4 pp +2.3 pp +2.3 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 4.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 4.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 4.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 3 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.9 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 3.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 3.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HT Partners LLC CIK 0001552999 0.865 53 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.3 0.9% 3 -0.3 pp -0.0 pp +0.9 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 2.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Port Advisors CIK 0001744348 0.222 266 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Massachusetts Wealth Management CIK 0001966011 0.252 98 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Navalign, LLC CIK 0001820593 0.504 132 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOTCO CIK 0001306333 0.349 840 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 1.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Graypoint LLC CIK 0001794198 0.550 526 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 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 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 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 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 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 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gridiron Partners, LLC CIK 0001910867 0.664 51 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookmont Capital Management CIK 0001512978 0.340 61 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 0.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.5 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 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.5 0.2% 3 -0.4 pp -0.4 pp +0.2 pp +0.2 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.3 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 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.3 0.2% 2 -6.4 pp +0.2 pp +0.2 pp +0.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 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 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.2 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +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
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BSV). Qtrs Held counts distinct quarters this fund has actually held BSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSV position size. Δ columns are the percentage-point change in BSV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status