Signals

← Signals

☆EFV

1036 in-universe funds with a nonzero position in EFV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#362
Score / z0.568 / 0.71
Consensus379.18 over 778 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-35% / 1.5d

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)
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Fund Positions
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Quarters Held
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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 4825 4,451.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,441.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,407.6 0.1% 1 +0.1 pp +0.1 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 1,003.9 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 864.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 761.4 0.0% 3 +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 617.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 568.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 534.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 455.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 334.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 323.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 251.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 244.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 216.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 215.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 185.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 185.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 168.9 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 161.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 159.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 157.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 150.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 146.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 144.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 140.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 128.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 118.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 118.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 115.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 114.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 110.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 108.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 103.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 94.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 90.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 89.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 89.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 80.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 80.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 79.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 78.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 71.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 71.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 69.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 68.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 67.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 67.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 66.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 63.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 62.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 57.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 54.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 53.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 50.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 48.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 46.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 43.2 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 40.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 37.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 36.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 36.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 36.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 35.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 34.8 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 33.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 33.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 32.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 32.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 32.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 31.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 31.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 30.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 27.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 27.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 27.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 27.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 27.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 25.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 25.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 25.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 25.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 24.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 24.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 24.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 24.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 23.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 23.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 23.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 22.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 22.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 22.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 21.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 21.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 21.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 21.3 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 21.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 21.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 20.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valence8 US LP CIK 0001943819 0.533 15 20.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 20.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 20.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 20.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 20.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 19.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 18.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 18.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 17.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 17.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 17.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 17.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 17.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 17.1 7.8% 2 +1.7 pp +7.8 pp +7.8 pp +7.8 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 16.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 16.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 16.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 15.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 15.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SWMG, LLC CIK 0001839255 0.473 100 15.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 15.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 15.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit X, LLC CIK 0001697729 0.000 0 15.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 14.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 14.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 14.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 14.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 14.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 14.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 13.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 13.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 13.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.9 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 12.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 12.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 12.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 11.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 11.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 10.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 10.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 10.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 10.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 10.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.1 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 10.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 10.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 9.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 9.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 9.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 8.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 8.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 8.3 4.2% 2 +1.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 8.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 8.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 8.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 7.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 7.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 7.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 7.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 7.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 7.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 6.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 6.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 6.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 6.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 6.2 2.4% 3 -0.5 pp -0.2 pp +2.4 pp +2.4 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 6.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 5.9 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 5.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 5.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 5.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.6 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 5.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 5.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 5.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 5.2 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.5 4.8% 2 +1.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 4.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 4.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆ADE, LLC CIK 0001845950 0.661 93 3.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Addison Capital Co CIK 0001581465 0.465 184 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SELDON CAPITAL LP CIK 0001867731 0.151 74 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.7 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.5 1.1% 3 -0.6 pp +0.1 pp +1.1 pp +1.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.5 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campion Asset Management CIK 0001843492 0.531 83 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆InvesTrust CIK 0002050848 0.267 95 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.9 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.8 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆25 LLC CIK 0001968777 0.795 80 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BWM Planning, LLC CIK 0002039698 0.671 99 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 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 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CONNING INC. CIK 0000801051 0.496 327 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BCS Wealth Management CIK 0001798172 0.420 270 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 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
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 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
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 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
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 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
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 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 EFV). Qtrs Held counts distinct quarters this fund has actually held EFV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFV position size. Δ columns are the percentage-point change in EFV'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