Signals

EFA

1964 in-universe funds with a nonzero position in EFA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#40
Score / z3.808 / 4.86
Consensus660.18 over 1292 funds
Momentumno 12m return

Price & positioning

226 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8,434.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 3,238.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3,055.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,077.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,898.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,869.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,360.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1,215.9 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,066.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 892.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 809.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 807.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 776.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 713.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 666.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 573.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 523.8 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 504.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 449.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 411.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 356.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 325.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 312.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 311.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 309.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 305.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 304.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Board of Trustees of The Leland Stanford Junior University CIK 0001315828 0.736 19 299.1 32.4% 1 +32.4 pp +32.4 pp +32.4 pp +32.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 272.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 267.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 251.2 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 225.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 218.2 24.2% 1 +24.2 pp +24.2 pp +24.2 pp +24.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 216.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 214.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 209.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 200.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 196.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 192.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 186.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 186.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 181.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 179.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 178.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 166.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 165.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 153.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 145.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 143.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 135.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 127.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 124.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
BAILARD, INC. CIK 0000750641 0.578 763 123.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 120.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 120.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 120.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 114.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 109.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 108.6 0.9% 3 +0.7 pp +0.7 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 107.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 101.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 97.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 93.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 92.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 90.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 90.6 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 90.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 89.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 88.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOKF, NA CIK 0000009634 0.752 1160 86.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 74.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 73.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 73.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 72.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 72.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 71.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 70.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIT, LLC CIK 0001840025 0.965 24 70.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 68.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 67.8 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 67.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 65.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 64.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 64.1 1.6% 2 +1.5 pp +1.6 pp +1.6 pp +1.6 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 63.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 63.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 63.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 63.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 62.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 62.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 58.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BONTEMPO OHLY CAPITAL MGMT LLC CIK 0001632118 0.684 33 58.2 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 57.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 57.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 56.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 56.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 54.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 54.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 53.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 53.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CW Advisors, LLC CIK 0001904976 0.000 0 52.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 52.5 21.5% 3 +1.5 pp +11.1 pp +21.5 pp +21.5 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 51.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 51.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 50.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 48.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 47.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
CHOREO, LLC CIK 0001679031 0.797 1690 46.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 45.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 44.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 44.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 44.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 44.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
HT Partners LLC CIK 0001552999 0.865 53 43.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 43.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 43.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 43.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 42.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 42.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 42.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 42.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 42.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 42.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 41.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Lepercq De Neuflize Asset Management LLC CIK 0001854423 0.881 37 41.7 36.4% 1 +36.4 pp +36.4 pp +36.4 pp +36.4 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 41.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 41.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 40.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 40.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 39.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 37.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Destination Wealth Management CIK 0001278573 0.701 325 37.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Greenfield FTC, Inc. CIK 0001842727 0.862 4 36.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 35.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Keel Point, LLC CIK 0001386935 0.645 514 35.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 35.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 35.3 1.9% 2 -3.7 pp +1.9 pp +1.9 pp +1.9 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 35.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 35.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 34.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 34.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 33.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 32.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
COMMERCE BANK CIK 0001009076 0.853 1332 32.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 32.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
State of Wyoming CIK 0001821626 0.105 1872 32.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 32.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
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Simmons Bank CIK 0001674486 0.467 369 11.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
One Capital Management, LLC CIK 0001606588 0.779 522 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Chesley Taft & Associates LLC CIK 0001164632 0.609 369 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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American Alpha Advisors, LLC CIK 0002041441 0.151 91 10.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
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COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 10.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
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AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 10.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 10.0 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 9.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
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Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
St. Louis Trust Co CIK 0001661144 0.000 125 9.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 9.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
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ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 9.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 9.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
NEPC LLC CIK 0001424799 0.960 53 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Citizens Business Bank CIK 0001948632 0.474 139 9.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 9.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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BSW Wealth Partners CIK 0001512601 0.641 331 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairman Group, LLC CIK 0002016719 0.432 332 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Athena Investment Management CIK 0001921093 0.240 132 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eukles Asset Management CIK 0001632553 0.343 228 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UNITED BANK CIK 0001286478 0.652 130 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Veracity Capital LLC CIK 0001811005 0.270 223 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Independent Advisor Alliance CIK 0001696899 0.044 1054 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JSF Financial, LLC CIK 0001802224 0.568 141 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Red Tortoise LLC CIK 0001910488 0.497 590 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ramiah Investment Group CIK 0001566307 0.000 79 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of Marin CIK 0001801145 0.155 133 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Patten Group, Inc. CIK 0001633207 0.286 325 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
David J Yvars Group CIK 0001836266 0.505 105 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUEFG, LLC CIK 0001766067 0.882 75 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisor Resource Council CIK 0001820879 0.259 260 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Lighthouse Financial LLC CIK 0002057556 0.429 76 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Partners in Financial Planning CIK 0002054264 0.816 131 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BURNEY CO/ CIK 0000940445 0.713 605 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.1 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +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
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Inv LLC CIK 0001909322 0.208 109 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 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 EFA). Qtrs Held counts distinct quarters this fund has actually held EFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFA position size. Δ columns are the percentage-point change in EFA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status