Signals

← Signals

☆CUSIP:084670108

1571 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23304
Score / z-10.793 / -9.82
Consensus701.53 over 1244 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

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 ▾
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bradyco, Inc. CIK 0002055007 0.075 33 0.0 3.9% 1 +3.9 pp +3.9 pp -0.3 pp +3.9 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.8% 4 +0.0 pp -0.0 pp +0.2 pp +0.8 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.0 0.0% 0 -0.1 pp -0.5 pp -0.7 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Pacifica Capital Investments, LLC CIK 0001486713 0.851 15 0.0 3.2% 4 +0.5 pp +0.5 pp +0.4 pp +3.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.0 0.0% 0 +0.0 pp -8.3 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 0.0 2.0% 4 -0.0 pp -0.2 pp -0.2 pp +2.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 0.0 55.8% 4 +0.4 pp -1.4 pp -2.1 pp +55.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SANTA MONICA PARTNERS LP CIK 0000904793 0.840 13 0.0 1.6% 4 -0.2 pp -0.2 pp -0.1 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 1.1% 5 -0.6 pp -0.1 pp -0.2 pp -0.5 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.0 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 0.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.0 3.0% 1 +3.0 pp -0.6 pp -0.7 pp -1.4 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 3.0% 4 -0.4 pp -0.5 pp -0.6 pp +3.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -1.1 pp -0.9 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 0.0 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
☆SAYBROOK CAPITAL /NC CIK 0001044924 0.765 42 0.0 4.3% 4 +0.1 pp -0.1 pp -0.3 pp +4.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.0 1.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 1.6% 4 -0.6 pp -0.6 pp -0.8 pp +1.6 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Hall Kathryn A. CIK 0001512944 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Fogel Capital Management, Inc. CIK 0002011427 0.556 57 0.0 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 1.9% 4 +0.0 pp -0.2 pp -0.4 pp +1.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KP Management LLC CIK 0002036769 0.166 65 0.0 1.2% 4 -0.2 pp -0.4 pp +0.3 pp +1.2 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 0.0 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.0 2.3% 4 -0.1 pp -0.6 pp -0.6 pp +2.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 0.0 4.2% 4 -0.6 pp -0.8 pp -0.9 pp +4.2 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.0 1.9% 4 -0.1 pp -0.1 pp -0.2 pp +1.9 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.0 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 8.2% 4 -0.6 pp -1.2 pp -2.1 pp +8.2 pp
☆FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFFF, FRFHF) CIK 0000915191 0.800 32 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.1% 4 -0.7 pp -1.5 pp -1.9 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Graham Holdings Co (GHC) CIK 0000104889 0.952 6 0.0 31.3% 4 +1.9 pp -0.5 pp -3.2 pp +31.3 pp
☆First Dallas Securities Inc. CIK 0001378559 0.326 125 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 3.3% 4 -0.1 pp -0.3 pp -0.5 pp +3.3 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.5% 4 -0.0 pp +0.0 pp +0.4 pp +0.5 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 0.0 2.5% 4 -0.1 pp +1.5 pp -0.0 pp +2.5 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 4 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ASO GROUP Ltd CIK 0002108771 0.640 56 0.0 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.0 46.6% 4 -0.8 pp -1.4 pp -2.3 pp +46.6 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 5.5% 4 -0.1 pp -0.0 pp -0.3 pp +5.5 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 0.0 0.8% 4 -0.1 pp -0.3 pp -0.9 pp +0.8 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.1% 4 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 0.0 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 1.0% 4 -0.0 pp +0.0 pp +0.3 pp +1.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 0.0 3.1% 4 +0.4 pp +0.3 pp +0.3 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 1.5% 4 -0.2 pp -0.0 pp -0.2 pp +1.5 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.0 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆jvl associates llc CIK 0001915765 0.770 79 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
☆Night Owl Capital Management, LLC CIK 0001410833 0.657 30 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.0 11.8% 4 -0.8 pp -2.6 pp -3.5 pp +11.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.7% 2 -0.4 pp +0.7 pp +0.2 pp +0.7 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp +0.0 pp
☆Matthew 25 Management Corp CIK 0001351431 0.763 20 0.0 3.6% 4 +0.1 pp -0.4 pp -0.4 pp +3.6 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.7% 4 -0.2 pp +0.2 pp -0.1 pp +0.7 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.4 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Holdings Co Master Retirement Trust CIK 0001912699 0.957 2 0.0 84.3% 4 +0.9 pp -0.7 pp +0.4 pp +84.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keewaydin Investments LLC CIK 0002055512 0.915 18 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.0 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 1.0% 4 +0.0 pp -0.0 pp +0.2 pp +1.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 2.0% 4 -0.0 pp +0.1 pp +0.2 pp +2.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Wealth Intelligence, LLC CIK 0002112078 0.570 59 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.0 2.8% 4 -0.1 pp -0.1 pp -0.2 pp +2.8 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.6% 4 -0.3 pp -0.6 pp -0.6 pp +0.6 pp
☆7G CAPITAL MANAGEMENT, LLC CIK 0001720350 0.743 10 0.0 14.0% 4 -0.1 pp -0.5 pp -3.0 pp +14.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.0 4.8% 4 -0.8 pp -1.1 pp -2.2 pp +4.8 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Rubicon Global Capital Ltd CIK 0002055276 0.820 12 0.0 4.0% 4 +1.4 pp +1.8 pp +2.5 pp +4.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Barton Investment Management CIK 0001387818 0.844 60 0.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 0.0 3.3% 4 -0.2 pp -0.3 pp -0.3 pp +3.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442 0.196 35 0.0 2.1% 4 -0.2 pp -0.4 pp -0.3 pp +2.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 13.1% 4 +0.2 pp -0.1 pp -0.2 pp +13.1 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.0 0.7% 4 -0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.7% 4 -0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 0.0 1.3% 4 -0.0 pp -0.2 pp -0.2 pp +1.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.1% 4 -0.3 pp +0.0 pp +0.0 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lubar & Co., Inc CIK 0001473033 0.873 3 0.0 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 10.1% 2 -0.4 pp +10.1 pp -0.5 pp +10.1 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.0 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 1.4% 6 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 1.3% 4 -0.0 pp -0.2 pp +0.4 pp +1.3 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.0 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 0.0 12.3% 4 +0.2 pp -0.1 pp -0.2 pp +12.3 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.5% 4 -0.2 pp -0.2 pp -0.4 pp +0.5 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sagewood Asset Management LP CIK 0001693636 0.174 432 0.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hingham Institution for Savings CIK 0002044671 0.752 15 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 0.0 5.2% 4 +0.1 pp +0.0 pp -0.2 pp +5.2 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp -0.7 pp -1.5 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.0 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 0.0 3.0% 4 -0.2 pp -0.9 pp -1.1 pp +3.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -1.1 pp -1.0 pp -1.1 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆YCG, LLC CIK 0001584801 0.688 41 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.0 6.1% 4 -0.3 pp -0.3 pp -0.5 pp +6.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 0.0 0.4% 4 -0.4 pp -0.4 pp -0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 0.0 9.4% 4 -0.3 pp +0.0 pp -1.0 pp +9.4 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Global Frontier Investments LLC CIK 0001821219 0.423 30 0.0 7.2% 3 +0.7 pp +0.8 pp +7.2 pp +7.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDGAR LOMAX CO/VA CIK 0001013538 0.596 58 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.0 3.2% 4 -0.5 pp -0.8 pp -0.8 pp +3.2 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 1.0% 4 -0.0 pp -0.1 pp +0.5 pp +1.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.0 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 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 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 0.0 13.1% 4 -1.6 pp -1.6 pp -0.6 pp +13.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Harrington Investments, INC CIK 0001386364 0.286 82 0.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Venator Management LLC CIK 0001838211 0.791 27 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.0 0.8% 4 -0.0 pp +0.2 pp +0.1 pp +0.8 pp
☆Courant Investment Management LLC CIK 0001695426 0.812 7 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 0.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Trigran Investments, Inc. CIK 0001336800 0.721 17 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Seven Post Investment Office LP CIK 0001554308 0.797 42 0.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Systrade AG CIK 0001818160 0.744 14 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 0.0 0.6% 4 -0.6 pp -0.6 pp -0.6 pp +0.6 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.0 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 8.6% 5 -2.1 pp -2.5 pp -3.8 pp -10.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Wills Financial Group LLC CIK 0002059579 0.384 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 1.0% 5 +0.7 pp +0.2 pp -0.1 pp -0.4 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.5% 4 +0.0 pp -0.2 pp +0.1 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.0 3.4% 4 +0.0 pp -0.2 pp -0.3 pp +3.4 pp
☆FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. CIK 2145869 0.849 5 0.0 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 3.5% 3 -0.4 pp -1.3 pp +3.5 pp +3.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 4.0% 4 -0.1 pp -0.3 pp -0.4 pp +4.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.0 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 0.0 1.2% 4 -0.1 pp -0.1 pp -0.3 pp +1.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.0 3.0% 4 +0.0 pp -0.2 pp -0.4 pp +3.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 6.1% 4 -0.2 pp -0.5 pp -1.1 pp +6.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.4% 5 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 27.8% 4 -0.1 pp -1.4 pp -1.7 pp +27.8 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 8.7% 4 +0.4 pp -2.0 pp -5.7 pp +8.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.0 0.0% 0 +0.0 pp -4.4 pp -4.7 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.0 3.2% 4 -0.1 pp -0.2 pp -0.2 pp +3.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 1.6% 4 -0.0 pp -0.2 pp -0.3 pp +1.6 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 6.6% 4 -0.3 pp -0.6 pp -1.5 pp +6.6 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.0 0.5% 4 +0.1 pp +0.1 pp -0.0 pp +0.5 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 1.9% 4 +0.3 pp +0.2 pp -0.0 pp +1.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 3.0% 4 -0.2 pp -0.0 pp +0.5 pp +3.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 0.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -1.8 pp -2.7 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 0.0 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 42.0% 4 -1.8 pp -1.7 pp -4.1 pp +42.0 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.0 3.6% 4 -0.0 pp -0.2 pp -0.4 pp +3.6 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 0.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.8 pp +0.0 pp -0.9 pp +0.0 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEDDOW CAPITAL MANAGEMENT INC CIK 0001278641 0.466 55 0.0 0.0% 0 -2.3 pp -1.9 pp -2.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swedbank AB CIK 0000946431 0.941 696 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 4.2% 4 -0.5 pp -1.8 pp -2.0 pp +4.2 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hikari Power Ltd CIK 0001606152 0.716 43 0.0 47.5% 4 +0.9 pp -0.0 pp +0.0 pp +47.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆AVENIR CORP CIK 0001033475 0.849 79 0.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆TIMUCUAN ASSET MANAGEMENT INC/FL CIK 0001034541 0.882 27 0.0 4.3% 4 +0.1 pp +0.5 pp +0.6 pp +4.3 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.7 pp -2.8 pp -3.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 3.1% 6 +0.4 pp +0.3 pp +0.3 pp -0.2 pp
☆BARR E S & CO CIK 0001040210 0.865 112 0.0 1.2% 4 +0.1 pp +0.0 pp -0.1 pp +1.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 -5.6 pp -5.9 pp +0.0 pp +0.0 pp
☆Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.0 1.9% 4 -0.1 pp -0.1 pp -0.2 pp +1.9 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Omnia Family Wealth, LLC CIK 0001696136 0.745 103 0.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.0 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 0.0 11.3% 4 -1.3 pp -0.6 pp -1.4 pp +11.3 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 2.3% 4 -0.2 pp -0.3 pp -0.5 pp +2.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆X-Square Capital, LLC CIK 0001729300 0.158 176 0.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 1.6% 4 +0.2 pp +0.0 pp +0.3 pp +1.6 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.0 2.1% 4 -0.1 pp -0.1 pp -0.2 pp +2.1 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.6% 4 -0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 0.0 11.7% 4 -0.9 pp -2.7 pp -4.2 pp +11.7 pp
☆EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 -1.8 pp -1.8 pp -1.9 pp +0.0 pp
☆Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 0.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.3% 4 -0.2 pp -0.0 pp -0.1 pp +0.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 0.0 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -10.5 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.0 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 2.1% 4 -0.1 pp -0.3 pp -0.4 pp +2.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆SWF LLC CIK 0002065728 0.943 14 0.0 3.1% 3 -0.7 pp -0.7 pp +3.1 pp -8.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.6% 4 -0.0 pp -0.0 pp -0.3 pp +0.6 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 6.9% 4 -0.5 pp -0.6 pp -1.6 pp +6.9 pp
☆POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 0.0 14.6% 4 +0.2 pp -0.1 pp -0.7 pp +14.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FARLEY CAPITAL L.P. CIK 0001479465 0.824 15 0.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.3% 2 -0.0 pp +0.3 pp -0.1 pp +0.3 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 53.7% 1 +53.7 pp +53.7 pp -1.5 pp +53.7 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 1.7% 4 -0.1 pp -0.8 pp -1.0 pp +1.7 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.4% 4 +0.0 pp -0.0 pp -0.4 pp +0.4 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 0.0 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 1.2% 4 +0.9 pp +0.6 pp +0.9 pp +1.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.6% 4 -0.3 pp -0.4 pp -0.7 pp +0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.0 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Paralel Advisors LLC CIK 0001895911 0.889 126 0.0 30.7% 4 +0.5 pp +0.5 pp +0.2 pp +30.7 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.0 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.9% 4 -0.1 pp -0.4 pp -0.4 pp +0.9 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.4 pp
☆BOURNE LENT ASSET MANAGEMENT INC CIK 0001128286 0.673 65 0.0 1.1% 4 +0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Punch Card Management L.P. CIK 0001631664 0.788 5 0.0 38.5% 4 +2.1 pp +4.6 pp +4.4 pp +38.5 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 0.0 1.6% 4 -0.3 pp -0.6 pp +1.3 pp +1.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.4% 4 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 3 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.0 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 0.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.556 85 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.0 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 2.7% 4 -2.0 pp -2.1 pp -2.4 pp +2.7 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 0.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 3.6% 4 +0.2 pp +0.3 pp +0.2 pp +3.6 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.6% 4 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 1.9% 4 -0.0 pp -0.4 pp -0.6 pp +1.9 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.0 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.0 0.8% 4 -0.3 pp -0.3 pp -0.4 pp +0.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Chou Associates Management Inc. CIK 0001389403 0.746 31 0.0 29.4% 4 -2.8 pp -1.9 pp -4.9 pp +29.4 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 2.5% 4 -0.1 pp -0.2 pp -0.2 pp +2.5 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.0 3.6% 4 -0.2 pp -0.2 pp -0.2 pp +3.6 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.4% 4 +0.1 pp -0.0 pp -0.3 pp +0.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.0 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.0 1.6% 4 -0.0 pp -0.1 pp -0.3 pp +1.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 0.0 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 4 -0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.2% 4 -0.3 pp -0.3 pp -0.4 pp +0.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 1.9% 4 +0.2 pp +0.1 pp -0.4 pp +1.9 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.0 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Harbor Advisors LLC CIK 0001687156 0.757 194 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.0 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373 0.751 50 0.0 9.9% 4 -0.1 pp -1.0 pp -1.9 pp +9.9 pp
☆Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 0.0 2.8% 1 +2.8 pp -7.1 pp -8.1 pp +2.8 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.0 1.6% 4 -0.2 pp -0.3 pp -0.4 pp +1.6 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Black Diamond Capital Management I, LLLP CIK 0002084285 0.802 8 0.0 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 0.0 2.4% 4 -0.1 pp -0.4 pp -0.6 pp +2.4 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 0.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 0.2% 4 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Mill Capital Management, LLC CIK 0001901166 0.696 128 0.0 5.6% 4 -0.8 pp -1.1 pp -1.3 pp +5.6 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 0.0 4.6% 4 -0.7 pp -0.6 pp -0.7 pp +4.6 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 0.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Accuvest Global Advisors CIK 0001497637 0.060 78 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRHOLME CAPITAL MANAGEMENT LLC CIK 0001056831 0.964 13 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.0 2.0% 4 +0.1 pp +0.0 pp -0.2 pp +2.0 pp
☆PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -1.2 pp -2.4 pp -2.8 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆THOMAS STORY & SON LLC CIK 0001505207 0.484 53 0.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 1.1% 4 -0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Manitou Investment Management Ltd. CIK 0001657428 0.815 48 0.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.0 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 1.2% 5 -0.0 pp -0.4 pp -0.7 pp -0.6 pp
☆HENDLEY & CO INC CIK 0001084207 0.403 47 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.0 20.1% 4 +0.5 pp +0.7 pp +0.4 pp +20.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.2% 2 +0.0 pp +0.2 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Street Capital Management, LLC CIK 0001595533 0.343 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -17.7 pp
☆RBO & CO LLC CIK 0001162827 0.582 56 0.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.0 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 2.5% 4 +0.0 pp +0.2 pp +0.2 pp +2.5 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Investidor Profissional Gestao de Recursos Ltda. CIK 0001953154 0.434 18 0.0 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆HUTNER CAPITAL MANAGEMENT INC CIK 0000944733 0.565 43 0.0 12.1% 4 -0.8 pp -1.0 pp -1.8 pp +12.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 14.0% 4 +0.7 pp -0.3 pp -0.4 pp +14.0 pp
☆Tannin Capital LLC CIK 0002110834 0.151 169 0.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 1.7% 4 +0.0 pp -0.1 pp -0.8 pp +1.7 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 0.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.4% 2 -0.1 pp +0.4 pp -0.1 pp -0.2 pp
☆IAT REINSURANCE CO LTD. CIK 0001633625 0.039 77 0.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.0 2.5% 4 -0.3 pp -0.4 pp -0.4 pp +2.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.8% 4 -0.1 pp -0.3 pp -0.3 pp +0.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.9% 4 -0.1 pp -0.3 pp -0.3 pp +0.9 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.8 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pangea Capital Gestao de Recursos Ltda. CIK 2119167 0.841 10 0.0 6.6% 6 -0.8 pp -1.3 pp -1.3 pp -1.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 18.6% 3 +15.6 pp +15.4 pp +18.6 pp +18.6 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.0 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.0 5.4% 4 -0.3 pp -0.3 pp -0.3 pp +5.4 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 3.1% 4 -0.8 pp -0.4 pp -0.7 pp +3.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 2.5% 4 +0.1 pp -0.1 pp -0.4 pp +2.5 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 0.0 4.4% 4 +0.5 pp +0.7 pp +0.3 pp +4.4 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.0 2.6% 4 +0.1 pp +0.0 pp -0.1 pp +2.6 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.0 1.5% 4 -0.1 pp -0.2 pp -0.3 pp +1.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.0 1.9% 4 -0.7 pp -0.8 pp -1.0 pp +1.9 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 3.4% 4 -1.2 pp -1.3 pp -2.8 pp +3.4 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 1.2% 4 -0.3 pp -0.4 pp -0.4 pp +1.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Trust Co of Kansas CIK 0001803988 0.543 59 0.0 1.2% 4 +0.8 pp +0.8 pp +0.8 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 0.0 2.9% 4 -0.0 pp +0.3 pp +0.4 pp +2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 0.963 20 0.0 6.2% 4 +0.5 pp +0.5 pp +0.3 pp +6.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.7% 4 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.0 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 1.9% 4 +0.1 pp -0.3 pp -0.3 pp +1.9 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Silicon Valley Community Foundation CIK 0001598350 0.975 4 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.0 0.0% 0 -2.0 pp -2.0 pp -2.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 3.4% 4 -0.6 pp -1.0 pp -1.2 pp +3.4 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.7% 4 -0.1 pp -0.1 pp -0.3 pp +0.7 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 16.1% 4 -0.6 pp -1.4 pp +1.1 pp +16.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.0 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 0.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.0 0.6% 4 +0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.0 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 14.4% 4 +0.3 pp +0.7 pp +0.3 pp +14.4 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 0.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 +0.0 pp -6.0 pp -6.2 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.5% 4 -0.0 pp -0.2 pp -0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.9% 4 -0.0 pp +0.7 pp +0.6 pp +0.9 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.0 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.0 1.0% 4 -0.5 pp -0.6 pp -0.7 pp +1.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.609 101 0.0 4.4% 4 -0.4 pp -0.5 pp -0.6 pp +4.4 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 0.0 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆NORTHWESTERN UNIVERSITY CIK 0000873687 0.560 5 0.0 92.1% 4 +6.9 pp +4.1 pp +6.9 pp +92.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kennon-Green & Company, LLC CIK 0001963352 0.436 41 0.0 2.4% 4 -0.0 pp +0.0 pp +0.0 pp +2.4 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 0.0 1.1% 4 -0.0 pp -1.2 pp -1.4 pp +1.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.0 2.9% 4 +0.3 pp +0.2 pp +0.1 pp +2.9 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.5% 4 +0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 0.0 1.2% 4 +0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.0 0.9% 4 -0.1 pp -0.0 pp -0.2 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELKHORN PARTNERS LIMITED PARTNERSHIP CIK 0000928400 0.301 50 0.0 22.9% 4 -1.0 pp -2.7 pp -3.6 pp +22.9 pp
☆STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 1.2% 5 -0.1 pp -0.2 pp -1.1 pp -1.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.0 0.9% 4 -0.2 pp -0.4 pp -0.5 pp +0.9 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Aquamarine Zurich AG CIK 0001953324 0.870 7 0.0 15.9% 4 +0.6 pp +8.8 pp +8.9 pp +15.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 4.5% 4 +0.1 pp -0.4 pp -0.7 pp +4.5 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.0 3.9% 4 -0.2 pp -0.4 pp -0.5 pp +3.9 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United American Securities Inc. (d/b/a UAS Asset Management) CIK 0001349353 0.798 13 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEGINSKY CAPITAL LLC CIK 0001120048 0.935 8 0.0 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆Lesa Sroufe & Co CIK 0001492162 0.208 67 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.9% 4 -0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 1.1% 4 -0.1 pp -0.1 pp -0.3 pp +1.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.0 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 1.3% 4 -0.0 pp +0.4 pp +0.3 pp +1.3 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 1.0% 4 -0.0 pp -0.4 pp -0.6 pp +1.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.0 1.8% 4 -0.2 pp -0.2 pp -0.3 pp +1.8 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RK Asset Management, LLC CIK 0001595686 0.452 23 0.0 0.0% 0 -2.8 pp -2.7 pp -2.8 pp +0.0 pp
☆I.G.Y. Ltd CIK 0001811472 0.887 3 0.0 19.8% 4 -1.0 pp -0.7 pp -1.8 pp +19.8 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.7% 4 +0.0 pp -0.3 pp -0.1 pp +0.7 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 0.0 1.6% 4 -0.1 pp +0.2 pp +0.0 pp +1.6 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆HFR Wealth Management, LLC CIK 0001877822 0.482 53 0.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.1% 4 -0.0 pp -0.0 pp -4.4 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 3.0% 4 -0.1 pp -0.0 pp -0.3 pp +3.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.596 49 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.8% 4 -0.1 pp +0.3 pp +0.4 pp +0.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 0.0 8.8% 3 +1.2 pp +1.0 pp +8.8 pp +8.8 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.864 29 0.0 11.0% 2 -1.2 pp +11.0 pp +11.0 pp +11.0 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 7.0% 4 -0.4 pp -1.2 pp -1.3 pp +7.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.7% 4 -0.0 pp -0.4 pp -1.0 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 0.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 0.0 6.7% 4 -0.0 pp -0.1 pp -0.2 pp +6.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 8.4% 5 -0.2 pp -0.5 pp -3.3 pp -5.8 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.0 1.4% 4 -0.1 pp -0.2 pp -1.5 pp +1.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.4% 6 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆CADINHA & CO LLC CIK 0000923469 0.357 107 0.0 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Davis Asset Management, L.P. CIK 0001945894 0.885 85 0.0 9.9% 4 +6.6 pp +6.6 pp +6.5 pp +9.9 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Aldebaran Capital, LLC CIK 0001448430 0.345 39 0.0 1.1% 4 -0.3 pp -0.3 pp -0.3 pp +1.1 pp
☆Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.4% 4 -1.2 pp -1.4 pp -1.6 pp +0.4 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.0 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Naman Capital Ltda CIK 0001946136 0.407 11 0.0 2.0% 4 -0.1 pp -0.1 pp -0.4 pp +2.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCHULHOFF & CO INC CIK 0001080197 0.347 133 0.0 3.2% 4 -0.2 pp -0.3 pp -0.3 pp +3.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIGLARI CAPITAL CORP. CIK 0001334429 0.961 12 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆DODGE & COX CIK 0000200217 0.944 222 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041 0.677 18 0.0 19.4% 4 -0.6 pp +0.3 pp +1.9 pp +19.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Collier Financial CIK 0001902901 0.619 141 0.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 0.0 21.1% 4 -1.7 pp -2.4 pp -2.6 pp +21.1 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 0.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 0.0 1.8% 4 -0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆Nitor Capital Management LLC CIK 0002019017 0.653 24 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 0.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 0.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -2.1 pp -2.3 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.4% 4 -0.1 pp +0.0 pp -0.2 pp +0.4 pp
☆Lagoda Investment Management, L.P. CIK 0001632108 0.362 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Quaker Capital Investments, LLC CIK 0001633648 0.687 22 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 5.5% 4 -0.2 pp -0.7 pp -2.6 pp +5.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 0.0 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. CIK 0001282197 0.836 13 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.0 7.5% 4 +0.2 pp +0.0 pp +0.0 pp +7.5 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 0.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 6.5% 4 -0.2 pp -0.7 pp -1.3 pp +6.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 3.4% 4 -0.3 pp -0.6 pp -1.9 pp +3.4 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 0.0 2.6% 4 -0.1 pp -0.0 pp -0.0 pp +2.6 pp
☆Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 0.0 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆McMillan Office, Inc. CIK 0002109205 0.725 507 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Suncoast Equity Management CIK 0001315059 0.572 63 0.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 1.4% 4 -0.1 pp -0.4 pp -0.5 pp +1.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.2 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.0 0.3% 4 -0.0 pp -0.0 pp -0.5 pp +0.3 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 1.5% 4 -0.0 pp -0.6 pp -1.3 pp +1.5 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 2.1% 4 -0.2 pp -0.3 pp +0.5 pp +2.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 1.0% 4 -0.0 pp +0.0 pp +0.2 pp +1.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.0 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.0 1.9% 4 -0.1 pp -0.3 pp -0.3 pp +1.9 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 1.1% 4 -0.4 pp -0.6 pp -0.7 pp +1.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 0.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 0.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 2.4% 4 -0.4 pp -0.5 pp -0.9 pp +2.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 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 CUSIP:084670108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:084670108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:084670108 position size. Δ columns are the percentage-point change in CUSIP:084670108's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status