Signals

EFG

1290 in-universe funds with a nonzero position in EFG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24277
Score / z-0.040 / -0.07
Consensus389.55 over 745 funds
Momentum-0.21 =

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-59% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,937.6 0.7% 5 +0.0 pp +0.6 pp +0.6 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,074.4 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 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 665.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 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 656.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 532.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 469.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 293.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 241.5 0.5% 4 +0.0 pp +0.4 pp +0.4 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 235.4 1.1% 5 -0.0 pp +1.1 pp +1.0 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 198.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 193.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 187.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 154.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 153.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 134.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 126.6 0.6% 5 +0.1 pp +0.3 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 126.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 105.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 92.7 3.2% 5 +0.1 pp +3.1 pp +2.7 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 77.7 0.8% 5 +0.5 pp +0.7 pp +0.6 pp -0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 74.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 73.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 73.6 4.5% 5 +0.0 pp +0.0 pp -0.4 pp -0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 72.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 72.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 71.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 68.6 0.4% 5 +0.2 pp +0.2 pp +0.3 pp -0.3 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 66.0 3.4% 5 +0.2 pp +0.1 pp -0.0 pp -0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 65.9 0.4% 5 +0.0 pp +0.4 pp +0.3 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 64.6 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 64.3 1.4% 5 -0.0 pp +0.1 pp +0.5 pp +0.4 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 63.1 1.4% 5 -0.0 pp +0.7 pp +0.6 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 61.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 60.5 0.5% 5 +0.3 pp +0.3 pp +0.3 pp -0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 59.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 59.7 5.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 57.4 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 56.9 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 53.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 53.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 50.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 49.6 2.0% 5 -0.0 pp -1.0 pp -1.1 pp -1.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 48.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 48.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 45.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 42.6 3.7% 5 +0.2 pp +0.1 pp +0.2 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 42.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 39.5 0.4% 5 +0.0 pp +0.4 pp +0.3 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 37.5 2.3% 5 +0.1 pp +1.6 pp +1.4 pp +0.6 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 36.9 3.2% 5 +1.5 pp +2.3 pp +2.5 pp +2.7 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 36.3 2.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 35.9 4.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 35.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 34.0 0.7% 5 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 33.8 0.4% 5 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 33.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 28.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 27.4 0.9% 6 +0.4 pp +0.5 pp -0.0 pp -0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 27.4 5.6% 5 +0.3 pp +0.6 pp +4.3 pp +4.2 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 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.7 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 23.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 23.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 23.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 22.7 2.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.6 0.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 22.2 2.7% 5 +0.3 pp +0.5 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 21.8 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 21.7 5.6% 7 +0.3 pp +0.5 pp +0.8 pp +2.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 21.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 21.0 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 20.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 20.7 2.8% 5 -0.4 pp +2.5 pp +2.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 20.4 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 19.8 4.5% 5 +0.2 pp +1.7 pp +2.1 pp +2.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 19.8 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 19.5 4.4% 5 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 19.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 18.0 0.5% 5 -0.0 pp +0.5 pp +0.4 pp -0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 17.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.2 2.0% 5 -0.1 pp +1.4 pp +1.3 pp -0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 15.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 15.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 15.5 1.5% 5 -0.1 pp -0.0 pp -0.3 pp -0.4 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 15.2 3.9% 5 +0.1 pp -0.3 pp +0.5 pp +0.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 15.2 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 14.7 2.2% 2 +0.1 pp +2.2 pp +1.9 pp +0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 14.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 14.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 14.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.9 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.6 0.7% 5 +0.1 pp +0.3 pp +0.3 pp -0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 13.5 3.5% 5 +0.0 pp +2.6 pp +0.7 pp +0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 13.3 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 13.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 13.2 0.1% 5 -0.0 pp -0.4 pp -0.8 pp -0.8 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 13.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 13.0 3.5% 5 +0.2 pp -0.1 pp -0.1 pp -0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.9 1.1% 5 -0.0 pp +1.0 pp +0.9 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 12.9 0.6% 5 +0.0 pp +0.5 pp +0.5 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 12.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 12.5 2.0% 5 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 12.4 3.5% 5 +0.7 pp +0.7 pp +0.4 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 12.3 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 12.1 0.2% 7 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 12.1 2.8% 2 +0.2 pp +2.8 pp +2.4 pp +0.9 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 12.1 8.8% 4 -2.2 pp -1.9 pp -2.1 pp +8.8 pp
MA Private Wealth CIK 0001767474 0.750 88 12.0 1.8% 5 -0.3 pp -1.1 pp -1.3 pp -1.4 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 11.8 3.2% 5 +0.0 pp +0.2 pp +0.7 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.8 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 11.6 3.3% 5 +0.6 pp +2.5 pp +2.5 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 11.4 1.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 11.1 0.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.2 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 11.0 3.0% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 10.9 1.2% 2 +0.1 pp +1.2 pp +1.1 pp +0.4 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 10.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp -0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 10.8 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 10.7 1.8% 5 +1.2 pp +0.5 pp +0.5 pp -2.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 10.6 1.3% 5 +0.4 pp +0.8 pp +0.6 pp -0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 10.4 1.0% 5 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 10.3 2.3% 5 -0.8 pp -0.9 pp -1.9 pp -2.4 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.3 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 10.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 9.8 0.8% 5 +0.7 pp +0.7 pp -0.6 pp -0.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 9.7 0.9% 5 -0.2 pp +0.2 pp +0.0 pp -0.5 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 9.5 3.6% 5 -0.1 pp -0.1 pp +0.9 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 9.5 0.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.4 0.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 9.1 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 9.1 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.9 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Invst, LLC CIK 0001867587 0.314 343 8.6 0.8% 2 +0.0 pp +0.8 pp +0.7 pp -0.0 pp
EQ LLC CIK 0001757605 0.412 87 8.6 2.1% 5 +0.1 pp -0.0 pp -0.5 pp -2.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.5 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.2 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 8.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.2 0.2% 7 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 8.1 0.7% 5 -0.0 pp -0.2 pp -0.6 pp -0.6 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 8.1 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 8.0 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kilter Group LLC CIK 0002058915 0.349 1580 8.0 2.9% 6 +0.1 pp +2.0 pp +1.7 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 7.8 0.1% 5 -0.0 pp -0.0 pp -0.9 pp -1.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.8 1.8% 2 +0.0 pp +1.8 pp +1.6 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 7.6 1.2% 5 +0.4 pp +1.0 pp +0.9 pp +0.4 pp
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Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 7.6 0.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 7.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 7.3 1.9% 6 +0.0 pp +0.8 pp +0.6 pp -0.1 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 7.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Pine Investment CO CIK 0001318259 0.426 72 7.1 1.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 6.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 6.9 0.5% 5 +0.0 pp +0.3 pp +0.3 pp -0.1 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 6.9 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 6.8 1.1% 5 +0.1 pp -0.1 pp +0.2 pp +0.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.8 0.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthquest Corp CIK 0001632968 0.872 177 6.8 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 6.6 1.3% 5 +0.3 pp +0.5 pp +1.3 pp +1.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.6 1.5% 2 +0.3 pp +1.5 pp +1.3 pp +0.5 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 6.6 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.5 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.4 2.6% 5 +0.1 pp -0.4 pp -0.8 pp -1.3 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 6.4 1.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 6.3 0.7% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.2 0.4% 2 +0.0 pp +0.4 pp +0.3 pp -0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 6.2 0.3% 5 -0.0 pp +0.2 pp +0.1 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.1 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.9 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.1 1.7% 5 +1.0 pp +1.0 pp +0.9 pp -1.5 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.1 0.4% 5 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.1 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.0 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.0 1.7% 5 -0.2 pp +1.2 pp +1.1 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 5.9 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 5.7 1.6% 1 +1.6 pp +1.5 pp +0.4 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 5.5 1.2% 5 +0.7 pp +0.6 pp +0.2 pp -0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.4 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
JABODON PT CO CIK 0001594167 0.960 8 5.4 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 5.3 1.3% 5 +0.0 pp +1.1 pp +0.4 pp -0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.3 1.5% 5 +0.7 pp +0.5 pp +0.4 pp -1.3 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 5.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.2 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 5.2 0.9% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 5.2 0.6% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 5.2 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.2 0.4% 5 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
First Pacific Financial CIK 0001810089 0.717 510 5.1 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 5.1 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 5.1 2.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 5.1 1.3% 5 +0.8 pp +1.1 pp +1.0 pp +0.7 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 5.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 5.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 5.0 2.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 5.0 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 4.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 4.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 4.9 0.5% 5 +0.0 pp -0.2 pp -0.1 pp -1.1 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.9 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.8 1.7% 2 +0.3 pp +1.7 pp +1.5 pp +0.3 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 4.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 4.7 3.0% 2 +1.4 pp +3.0 pp +3.0 pp +3.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 4.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.6 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.6 2.9% 5 +0.2 pp +0.2 pp +0.1 pp -0.4 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 4.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 4.4 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.3 0.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.3 1.5% 5 -0.1 pp +1.0 pp +0.8 pp -0.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 4.2 0.8% 5 +0.1 pp +0.6 pp +0.5 pp +0.0 pp
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W ADVISORS, LLC CIK 0001929907 0.304 153 4.0 1.8% 5 -0.0 pp +0.4 pp +0.3 pp -0.2 pp
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Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.7 2.1% 6 -1.0 pp -0.1 pp -0.1 pp -3.9 pp
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Mendel Capital Management LLC CIK 0001911384 0.489 99 2.9 1.3% 1 +1.3 pp +1.3 pp +0.2 pp +0.3 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.9 1.3% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 2.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.8 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
InvesTrust CIK 0002050848 0.267 95 2.8 1.1% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.7 2.1% 6 +0.1 pp +1.6 pp +1.3 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.7 1.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.7 0.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 2.6 0.9% 5 +0.0 pp +0.7 pp +0.7 pp +0.2 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 2.6 1.7% 6 +0.0 pp +1.5 pp +1.2 pp +0.3 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 2.5 0.2% 5 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.5 2.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.5 0.7% 5 +0.0 pp +0.6 pp +0.5 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.4 0.7% 5 +0.1 pp +0.2 pp +0.0 pp -0.8 pp
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Stonebrook Private Inc. CIK 0002008738 0.377 271 2.4 0.4% 5 -0.0 pp -0.0 pp -0.5 pp -2.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.4 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 2.3 0.9% 5 -0.8 pp -0.7 pp +0.8 pp +0.8 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp -0.3 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 2.3 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 2.3 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 2.3 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.8 pp
Keel Point, LLC CIK 0001386935 0.645 514 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 2.2 0.7% 5 +0.0 pp +0.6 pp +0.6 pp -0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.2 1.6% 2 -0.2 pp +1.6 pp -1.4 pp -1.5 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.2 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 2.2 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.2 0.7% 5 +0.3 pp +0.3 pp +0.1 pp -0.7 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 2.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.1 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Unify Financial Advisors CIK 0002126814 0.217 90 2.1 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 2.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 2.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allegheny Financial Group CIK 0001844148 0.553 305 2.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.0 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 2.0 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Midwest Trust Co CIK 0002077080 0.757 606 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.9 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 1.9 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 1.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.8 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 1.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp -0.3 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.8 1.0% 7 +0.1 pp -0.1 pp -0.1 pp -0.4 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.8 0.9% 5 +0.1 pp +0.6 pp +0.4 pp +0.2 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.8 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -1.9 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 1.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
EFG International AG CIK 0002109868 0.615 1088 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 1.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 1.7 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -1.5 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 1.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.7 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 1.7 0.8% 1 +0.8 pp -0.1 pp -0.1 pp -0.9 pp
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Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp -1.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 1.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Hardy Reed LLC CIK 0001761871 0.866 252 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.6 0.0% 5 +0.0 pp +0.0 pp -0.4 pp -1.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 1.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.5 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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5T Wealth, LLC CIK 0002039313 0.300 134 1.5 0.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.8 pp
Dynamic Financial Group CIK 0002061178 0.528 76 1.5 1.2% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.5 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.4 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.4 0.8% 5 +0.2 pp +0.6 pp +0.6 pp +0.4 pp
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Balefire, LLC CIK 0001750924 0.097 475 1.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HORAN Wealth, LLC CIK 0002072569 0.371 217 1.2 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
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Calydon Capital CIK 0001759271 0.373 277 1.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.4 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 1.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp -0.7 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.0 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.0 0.6% 1 +0.6 pp +0.6 pp +0.4 pp -1.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 1.0 0.4% 6 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 1.0 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Targeted Financial Services LLC CIK 0001758288 0.562 63 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -2.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.0 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 1.0 0.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.0 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.9 0.1% 5 -0.0 pp -0.0 pp -0.8 pp -0.7 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.9 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp -0.7 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.9 0.1% 5 -0.6 pp -3.1 pp -0.9 pp -0.9 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.9 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.9 0.2% 5 -0.6 pp -0.5 pp +0.0 pp -0.6 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.5 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.8 0.4% 7 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
Argent Trust Co CIK 0001625292 0.533 769 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLP Wealth Management, LLC CIK 0002052024 0.103 65 0.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASL Financial, LLC CIK 0002105933 0.440 99 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.8 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BAYBAN CIK 0002110649 0.250 595 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
EWA, LLC CIK 0001835252 0.457 332 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cypress Capital Group CIK 0001341748 0.370 314 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Independence Bank of Kentucky CIK 0001730479 0.508 589 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
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Leisure Capital Management CIK 0001631507 0.304 157 0.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -1.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp -1.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -5.2 pp -5.3 pp -5.4 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -2.1 pp -2.2 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 -2.4 pp +0.0 pp -0.1 pp -2.2 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Town Capital LLC CIK 1871352 0.216 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -1.5 pp -1.2 pp -1.3 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -1.1 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +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% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 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 -0.2 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -2.6 pp -0.3 pp -0.4 pp -2.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -4.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.9 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -4.1 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.8 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 EFG). Qtrs Held counts distinct quarters this fund has actually held EFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFG position size. Δ columns are the percentage-point change in EFG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status