Signals

← Signals

☆DFAC

1072 in-universe funds with a nonzero position in DFAC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#8
Score / z10.460 / 15.67
Consensus388.30 over 691 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,361.7 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,640.2 2.6% 3 -0.5 pp -0.7 pp +2.6 pp +2.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1,544.3 21.1% 2 -0.1 pp +21.1 pp +21.1 pp +21.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 675.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 515.0 11.5% 2 -1.1 pp +11.5 pp +11.5 pp +11.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 495.3 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 430.8 4.9% 2 -2.6 pp +4.9 pp +4.9 pp +4.9 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 425.1 34.0% 2 +0.3 pp +34.0 pp +34.0 pp +34.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 409.0 12.8% 2 -0.5 pp +12.8 pp +12.8 pp +12.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 346.7 47.4% 2 -3.3 pp +47.4 pp +47.4 pp +47.4 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 328.0 43.7% 2 +0.7 pp +43.7 pp +43.7 pp +43.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 322.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 296.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 293.3 51.9% 1 +51.9 pp +51.9 pp +51.9 pp +51.9 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 253.7 25.7% 2 -2.6 pp +25.7 pp +25.7 pp +25.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 229.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 224.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 216.8 1.8% 2 +1.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 207.6 11.2% 2 +0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 196.1 29.7% 2 +0.1 pp +29.7 pp +29.7 pp +29.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 192.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 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 191.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 187.9 19.1% 2 -1.5 pp +19.1 pp +19.1 pp +19.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 182.4 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 181.5 16.5% 2 +1.1 pp +16.5 pp +16.5 pp +16.5 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 178.2 16.0% 2 -0.1 pp +16.0 pp +16.0 pp +16.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 178.2 3.4% 2 -1.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 176.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 170.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 166.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 164.4 11.0% 2 +0.2 pp +11.0 pp +11.0 pp +11.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 158.4 12.2% 2 -1.0 pp +12.2 pp +12.2 pp +12.2 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 158.3 25.8% 2 +0.3 pp +25.8 pp +25.8 pp +25.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 157.5 28.7% 2 -0.5 pp +28.7 pp +28.7 pp +28.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 155.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 155.3 9.0% 2 -4.2 pp +9.0 pp +9.0 pp +9.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 154.2 16.8% 2 -0.4 pp +16.8 pp +16.8 pp +16.8 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 153.9 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 152.8 6.3% 2 +0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 143.1 20.0% 2 +0.2 pp +20.0 pp +20.0 pp +20.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 142.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 141.0 35.5% 2 +0.1 pp +35.5 pp +35.5 pp +35.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 139.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 138.4 61.3% 2 +0.2 pp +61.3 pp +61.3 pp +61.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 136.9 31.9% 2 +1.0 pp +31.9 pp +31.9 pp +31.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 136.6 37.2% 2 +0.6 pp +37.2 pp +37.2 pp +37.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 136.1 20.5% 4 -0.3 pp -1.7 pp -3.0 pp +20.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 134.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 134.5 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 133.5 20.5% 2 -11.9 pp +20.5 pp +20.5 pp +20.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 133.1 7.8% 2 +0.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 130.6 12.9% 2 +0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 126.9 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 125.6 30.1% 2 +0.5 pp +30.1 pp +30.1 pp +30.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 122.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 120.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 118.2 24.8% 2 +0.2 pp +24.8 pp +24.8 pp +24.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 118.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 117.3 37.8% 2 -0.0 pp +37.8 pp +37.8 pp +37.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 114.3 20.9% 2 -0.2 pp +20.9 pp +20.9 pp +20.9 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 113.4 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 113.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 108.7 44.0% 2 +0.5 pp +44.0 pp +44.0 pp +44.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 107.1 25.5% 2 -0.3 pp +25.5 pp +25.5 pp +25.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 105.1 19.7% 2 -0.6 pp +19.7 pp +19.7 pp +19.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 102.3 26.8% 2 +0.3 pp +26.8 pp +26.8 pp +26.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 102.2 14.1% 2 +0.0 pp +14.1 pp +14.1 pp +14.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 98.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 98.4 39.9% 2 -0.4 pp +39.9 pp +39.9 pp +39.9 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 97.0 33.8% 2 -0.3 pp +33.8 pp +33.8 pp +33.8 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 94.3 16.4% 2 -1.0 pp +16.4 pp +16.4 pp +16.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 94.0 40.4% 4 -0.5 pp -1.1 pp -3.2 pp +40.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 91.8 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 90.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 89.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 88.5 22.0% 2 -0.3 pp +22.0 pp +22.0 pp +22.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 87.2 22.4% 2 -1.1 pp +22.4 pp +22.4 pp +22.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 86.5 4.1% 3 -0.2 pp +1.2 pp +4.1 pp +4.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 85.7 13.7% 2 +0.1 pp +13.7 pp +13.7 pp +13.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 84.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 84.0 35.6% 2 +2.3 pp +35.6 pp +35.6 pp +35.6 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 83.4 23.3% 2 +0.5 pp +23.3 pp +23.3 pp +23.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 82.0 13.4% 2 +0.4 pp +13.4 pp +13.4 pp +13.4 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 80.7 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 80.0 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 79.8 8.4% 2 +0.1 pp +8.4 pp +8.4 pp +8.4 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 79.6 25.2% 2 +1.9 pp +25.2 pp +25.2 pp +25.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 79.0 17.7% 2 -0.2 pp +17.7 pp +17.7 pp +17.7 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 78.7 47.4% 2 -3.1 pp +47.4 pp +47.4 pp +47.4 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 78.2 37.7% 2 +0.1 pp +37.7 pp +37.7 pp +37.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 78.2 24.7% 2 +0.2 pp +24.7 pp +24.7 pp +24.7 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 77.4 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 76.2 25.9% 2 +0.2 pp +25.9 pp +25.9 pp +25.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 75.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 74.9 44.1% 2 -0.5 pp +44.1 pp +44.1 pp +44.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 74.4 1.8% 4 -0.1 pp -0.1 pp +0.0 pp +1.8 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 71.6 43.1% 2 -0.2 pp +43.1 pp +43.1 pp +43.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 71.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 70.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 70.7 28.8% 2 -1.5 pp +28.8 pp +28.8 pp +28.8 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 70.2 21.6% 2 +0.5 pp +21.6 pp +21.6 pp +21.6 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 69.8 23.2% 2 +0.8 pp +23.2 pp +23.2 pp +23.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 69.5 13.9% 2 +0.4 pp +13.9 pp +13.9 pp +13.9 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 69.0 21.2% 2 +3.2 pp +21.2 pp +21.2 pp +21.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 68.1 29.6% 2 +0.1 pp +29.6 pp +29.6 pp +29.6 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 67.3 25.2% 2 -1.4 pp +25.2 pp +25.2 pp +25.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 66.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 66.4 44.4% 2 -0.8 pp +44.4 pp +44.4 pp +44.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 65.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 65.6 17.0% 2 -0.9 pp +17.0 pp +17.0 pp +17.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 65.3 38.8% 2 +0.4 pp +38.8 pp +38.8 pp +38.8 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 63.8 43.4% 2 -3.1 pp +43.4 pp +43.4 pp +43.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 63.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 62.2 17.4% 2 -0.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 61.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 60.4 19.3% 2 +0.4 pp +19.3 pp +19.3 pp +19.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 60.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 60.2 0.5% 4 +0.4 pp +0.2 pp +0.3 pp +0.5 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 59.9 20.8% 2 -0.0 pp +20.8 pp +20.8 pp +20.8 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 58.7 26.3% 2 +0.0 pp +26.3 pp +26.3 pp +26.3 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 58.7 26.0% 2 +0.3 pp +26.0 pp +26.0 pp +26.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 58.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 58.1 8.2% 2 +0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 57.8 9.5% 2 -1.5 pp +9.5 pp +9.5 pp +9.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 57.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 56.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 54.6 22.2% 2 +0.5 pp +22.2 pp +22.2 pp +22.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 53.4 16.3% 2 -1.2 pp +16.3 pp +16.3 pp +16.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 52.4 8.6% 2 +0.0 pp +8.6 pp +8.6 pp +8.6 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 51.8 28.8% 2 -0.0 pp +28.8 pp +28.8 pp +28.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 51.2 20.6% 2 -0.2 pp +20.6 pp +20.6 pp +20.6 pp
☆Trust Co of the South CIK 0002008165 0.815 146 50.6 8.4% 2 +0.1 pp +8.4 pp +8.4 pp +8.4 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 50.2 16.4% 2 +2.5 pp +16.4 pp +16.4 pp +16.4 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 50.1 12.8% 2 +0.5 pp +12.8 pp +12.8 pp +12.8 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 49.2 23.8% 2 -0.9 pp +23.8 pp +23.8 pp +23.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 49.1 8.1% 2 -0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 48.7 24.5% 2 -0.5 pp +24.5 pp +24.5 pp +24.5 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 48.7 9.9% 2 -0.4 pp +9.9 pp +9.9 pp +9.9 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 48.4 10.8% 2 +0.0 pp +10.8 pp +10.8 pp +10.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 47.8 16.9% 2 +0.2 pp +16.9 pp +16.9 pp +16.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 45.9 15.2% 2 -0.5 pp +15.2 pp +15.2 pp +15.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 45.3 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 45.2 29.6% 2 +0.1 pp +29.6 pp +29.6 pp +29.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 45.2 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 45.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 44.8 19.2% 2 -0.1 pp +19.2 pp +19.2 pp +19.2 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 44.8 14.1% 2 -0.5 pp +14.1 pp +14.1 pp +14.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 44.7 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 43.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 43.3 11.4% 2 -1.7 pp +11.4 pp +11.4 pp +11.4 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 43.2 31.8% 3 -0.1 pp -0.4 pp +31.8 pp +31.8 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 41.9 24.0% 3 -0.4 pp -0.1 pp +24.0 pp +24.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 41.7 17.7% 2 +1.1 pp +17.7 pp +17.7 pp +17.7 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 41.7 14.6% 2 -0.1 pp +14.6 pp +14.6 pp +14.6 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 39.9 16.1% 2 -0.0 pp +16.1 pp +16.1 pp +16.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 39.7 12.9% 2 -0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 39.2 16.0% 2 +0.0 pp +16.0 pp +16.0 pp +16.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 39.1 22.3% 2 -0.7 pp +22.3 pp +22.3 pp +22.3 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 37.6 30.5% 2 +0.0 pp +30.5 pp +30.5 pp +30.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 37.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 36.9 15.1% 2 +0.6 pp +15.1 pp +15.1 pp +15.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 36.5 15.4% 2 +0.2 pp +15.4 pp +15.4 pp +15.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 36.2 22.0% 3 -0.9 pp -1.4 pp +22.0 pp +22.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 36.0 14.6% 2 -0.4 pp +14.6 pp +14.6 pp +14.6 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 35.9 8.7% 2 +0.1 pp +8.7 pp +8.7 pp +8.7 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 35.8 9.9% 2 -1.2 pp +9.9 pp +9.9 pp +9.9 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 35.7 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 35.4 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 35.3 13.7% 2 +0.1 pp +13.7 pp +13.7 pp +13.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 34.9 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 34.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 34.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 33.7 22.3% 2 +1.0 pp +22.3 pp +22.3 pp +22.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 33.5 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 32.6 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 32.4 20.6% 2 +1.1 pp +20.6 pp +20.6 pp +20.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 32.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 32.0 21.5% 2 -1.1 pp +21.5 pp +21.5 pp +21.5 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 31.6 20.9% 2 +0.6 pp +20.9 pp +20.9 pp +20.9 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 31.5 13.1% 2 -0.1 pp +13.1 pp +13.1 pp +13.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 31.3 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 31.2 10.5% 2 +0.4 pp +10.5 pp +10.5 pp +10.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 31.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 30.9 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 30.5 5.5% 4 -0.4 pp -0.4 pp -0.5 pp +5.5 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 30.5 18.0% 4 -0.4 pp -0.2 pp -0.9 pp +18.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 29.7 21.8% 2 -0.0 pp +21.8 pp +21.8 pp +21.8 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 29.5 19.6% 2 -1.5 pp +19.6 pp +19.6 pp +19.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 29.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 29.2 15.0% 2 +0.2 pp +15.0 pp +15.0 pp +15.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 29.0 19.7% 2 -1.4 pp +19.7 pp +19.7 pp +19.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 28.8 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 28.7 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 28.7 12.7% 2 -1.1 pp +12.7 pp +12.7 pp +12.7 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 28.4 24.9% 2 +0.5 pp +24.9 pp +24.9 pp +24.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 28.4 18.5% 2 -0.1 pp +18.5 pp +18.5 pp +18.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 28.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 28.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 28.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 27.7 12.9% 2 +0.3 pp +12.9 pp +12.9 pp +12.9 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 27.7 12.3% 2 +0.1 pp +12.3 pp +12.3 pp +12.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 27.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 27.5 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 27.1 19.6% 2 +0.2 pp +19.6 pp +19.6 pp +19.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 27.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 27.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 26.6 15.3% 3 -0.4 pp +0.6 pp +15.3 pp +15.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 26.5 8.5% 4 -1.2 pp -0.5 pp -1.3 pp +8.5 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 26.1 5.7% 2 -0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 25.9 13.7% 2 -1.0 pp +13.7 pp +13.7 pp +13.7 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 25.7 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 25.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 24.2 14.6% 2 +0.2 pp +14.6 pp +14.6 pp +14.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 23.7 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 23.6 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 23.5 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 23.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 23.3 15.4% 2 -0.7 pp +15.4 pp +15.4 pp +15.4 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 23.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 22.7 11.2% 3 +0.0 pp +0.4 pp +11.2 pp +11.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 22.5 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 22.3 8.2% 2 +0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 22.2 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 22.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 21.6 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 21.5 8.5% 2 -0.9 pp +8.5 pp +8.5 pp +8.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 20.7 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 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 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 20.3 6.9% 2 +2.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 20.1 11.0% 2 -0.3 pp +11.0 pp +11.0 pp +11.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 19.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 19.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 19.5 11.5% 2 +0.0 pp +11.5 pp +11.5 pp +11.5 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 19.2 14.1% 2 +2.2 pp +14.1 pp +14.1 pp +14.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 19.2 13.6% 2 -0.0 pp +13.6 pp +13.6 pp +13.6 pp
☆tru Independence LLC CIK 0001785445 0.641 108 18.5 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 18.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 18.0 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 17.9 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 16.6 10.9% 2 +0.2 pp +10.9 pp +10.9 pp +10.9 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 16.4 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 16.3 9.2% 2 -1.7 pp +9.2 pp +9.2 pp +9.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 16.0 9.3% 2 +0.5 pp +9.3 pp +9.3 pp +9.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 15.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 15.8 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 15.6 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 15.6 10.6% 2 -0.1 pp +10.6 pp +10.6 pp +10.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.4 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 15.3 6.9% 2 +0.7 pp +6.9 pp +6.9 pp +6.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 15.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 15.1 11.6% 2 -0.7 pp +11.6 pp +11.6 pp +11.6 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 15.0 3.4% 2 +3.1 pp +3.4 pp +3.4 pp +3.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 15.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 14.4 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.4 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 14.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 13.5 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 13.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 12.7 8.0% 2 +0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 12.7 7.7% 2 -0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 12.7 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 12.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 12.6 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 12.4 2.5% 2 -0.9 pp +2.5 pp +2.5 pp +2.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 12.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 12.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 12.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 12.1 7.1% 2 -0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 12.0 3.2% 2 -0.8 pp +3.2 pp +3.2 pp +3.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 11.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 11.7 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 11.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 11.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 11.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.3 1.0% 4 -0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 11.2 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 11.1 6.8% 3 +0.2 pp +0.4 pp +6.8 pp +6.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 11.0 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 10.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 10.7 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 10.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 10.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 10.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 9.9 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 9.8 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 9.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 9.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 9.6 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 9.4 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 9.0 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 9.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 9.0 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 8.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 8.7 7.3% 2 -0.4 pp +7.3 pp +7.3 pp +7.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 8.5 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 8.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 8.5 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 8.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 8.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.1 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 8.0 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 8.0 3.9% 3 -0.1 pp -0.5 pp +3.9 pp +3.9 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 7.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 7.8 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.0 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 7.0 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.9 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 6.7 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 6.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.6 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 6.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 6.2 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 6.2 4.9% 2 +1.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 6.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 6.1 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 6.0 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 6.0 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 5.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 5.9 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 5.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 5.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 5.7 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 5.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.6 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.4 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆WPWealth LLP CIK 0001950118 0.866 103 5.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.4 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 5.3 3.2% 2 +0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 5.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 5.1 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 5.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.0 0.8% 2 -1.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 4.9 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 4.9 2.0% 2 -2.3 pp +2.0 pp +2.0 pp +2.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 4.8 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 4.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 4.6 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 4.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 4.5 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 4.4 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 4.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 4.3 1.1% 2 -1.4 pp +1.1 pp +1.1 pp +1.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.2 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 4.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 4.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 4.1 6.1% 2 +0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 4.0 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 4.0 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 3.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.8 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 3.7 6.3% 2 +0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 3.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 3.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 3.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 3.6 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.4 1.1% 3 -0.3 pp -1.0 pp +1.1 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 3.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 3.4 2.3% 3 +0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 3.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 3.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 3.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 3.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 3.2 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 3.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 3.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 3.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆25 LLC CIK 0001968777 0.795 80 3.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆City State Bank CIK 0001910666 0.322 809 3.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 3.0 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 3.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 2.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 2.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 2.7 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 2.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 2.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 2.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 2.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 2.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.7 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 1.6 0.4% 2 -1.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 1.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.2 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Renasant Bank CIK 0001656167 0.136 141 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.9 0.6% 2 -1.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Busey Bank CIK 0001427202 0.741 388 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆bLong Financial, LLC CIK 0001943004 0.353 80 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.7 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.7 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.2% 3 -0.0 pp -0.7 pp +0.2 pp +0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ryan Investment Management, Inc. CIK 0002074440 0.127 30 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -16.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -19.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 -8.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -21.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -11.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFAC). Qtrs Held counts distinct quarters this fund has actually held DFAC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAC position size. Δ columns are the percentage-point change in DFAC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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