Signals

← Signals

☆EFV

1151 in-universe funds with a nonzero position in EFV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#975
Score / z0.069 / 0.10
Consensus335.31 over 655 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 4822 4,101.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,406.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,046.8 0.1% 2 -0.0 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 970.0 0.1% 2 -0.0 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 949.4 1.1% 2 +0.0 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 797.3 0.0% 4 -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 717.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 530.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 463.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 421.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 346.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 328.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 302.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 271.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 250.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 220.9 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 211.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 199.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 181.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 175.6 0.0% 2 -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 174.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 168.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 158.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 155.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 151.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 149.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 140.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 133.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 127.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 126.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 122.3 5.3% 2 -1.5 pp +5.3 pp +5.3 pp +5.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 118.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 113.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 96.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 94.5 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 92.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 92.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 91.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 90.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 90.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 89.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 88.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 87.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 87.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 77.1 3.3% 2 -1.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 76.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 76.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 75.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 70.7 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 70.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 61.3 6.2% 2 -0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 53.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 52.9 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 51.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 50.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 48.8 3.8% 2 -1.6 pp +3.8 pp +3.8 pp +3.8 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 47.3 11.5% 2 -0.2 pp +11.5 pp +11.5 pp +11.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 44.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 44.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 44.4 2.1% 3 +0.2 pp +0.9 pp +2.1 pp +2.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 39.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 39.2 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.6 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 35.2 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 35.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 34.9 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 34.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 33.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 32.6 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 32.2 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 31.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 30.9 5.2% 2 -0.8 pp +5.2 pp +5.2 pp +5.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 30.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 29.0 6.5% 2 -0.9 pp +6.5 pp +6.5 pp +6.5 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 28.8 5.2% 2 +0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 28.6 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 28.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MA Private Wealth CIK 0001767474 0.750 88 27.2 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 26.8 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 26.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 26.6 7.1% 2 -0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.8 0.2% 4 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 25.6 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 25.5 5.2% 2 -0.9 pp +5.2 pp +5.2 pp +5.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 25.0 3.8% 2 -0.7 pp +3.8 pp +3.8 pp +3.8 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 25.0 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Valence8 US LP CIK 0001943819 0.533 15 24.0 8.2% 2 -0.3 pp +8.2 pp +8.2 pp +8.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 23.8 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 22.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 22.1 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 22.1 15.8% 2 -0.3 pp +15.8 pp +15.8 pp +15.8 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 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 21.7 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 21.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.8 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 20.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 20.1 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 19.9 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 19.3 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 19.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 18.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 18.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 18.5 12.9% 2 +7.2 pp +12.9 pp +12.9 pp +12.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 18.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 18.2 3.9% 2 -2.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 18.0 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 17.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 17.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 17.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 17.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 17.2 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 17.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 16.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 16.6 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 16.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 16.2 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 16.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 16.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 16.1 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 16.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 16.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 15.9 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 15.7 4.8% 2 -1.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.1 2.0% 2 -1.2 pp +2.0 pp +2.0 pp +2.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 15.1 6.7% 2 -0.6 pp +6.7 pp +6.7 pp +6.7 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 14.9 7.0% 3 -0.7 pp +1.0 pp +7.0 pp +7.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 14.9 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 14.7 3.8% 2 -2.4 pp +3.8 pp +3.8 pp +3.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 14.7 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 14.6 1.9% 2 +1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 14.5 2.8% 2 -1.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 14.3 4.3% 2 -0.9 pp +4.3 pp +4.3 pp +4.3 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 14.1 4.5% 2 -0.8 pp +4.5 pp +4.5 pp +4.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 14.1 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆EQ LLC CIK 0001757605 0.412 87 14.0 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 13.6 4.6% 2 -0.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 13.5 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 13.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 12.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 12.9 2.1% 2 -1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.5 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 12.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 11.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 11.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 11.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 11.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.5 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 11.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 11.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 10.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 10.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 10.0 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 9.9 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 9.8 6.1% 3 -0.3 pp -0.3 pp +6.1 pp +6.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 9.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 9.7 5.8% 2 -0.7 pp +5.8 pp +5.8 pp +5.8 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 9.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 9.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 9.6 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.4 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 9.2 4.0% 3 -0.2 pp +1.1 pp +4.0 pp +4.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 9.2 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 9.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 9.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 9.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 8.9 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 8.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.7 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.3 2.6% 2 -1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 8.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 8.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.1 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 8.1 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 7.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 7.9 6.6% 2 -3.3 pp +6.6 pp +6.6 pp +6.6 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 7.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 7.8 4.1% 2 -0.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 7.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 7.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 7.6 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 7.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 7.6 2.8% 2 -1.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 7.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 7.2 2.4% 2 -0.7 pp +2.4 pp +2.4 pp +2.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 7.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 7.1 5.7% 2 -0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 7.1 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.1 1.7% 4 +0.2 pp +0.3 pp +0.4 pp +1.7 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.9 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.8 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 6.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.7 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 6.6 2.2% 4 -0.2 pp -0.7 pp -0.4 pp +2.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 6.6 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.4 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 6.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 6.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 6.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 6.2 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 6.2 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 6.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 5.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 5.7 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.7 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 5.7 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 5.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.6 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 5.6 1.9% 4 +0.0 pp -0.0 pp +0.1 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 5.5 2.3% 2 -0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.2 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 5.2 3.8% 2 -0.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 5.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 5.2 2.5% 2 +0.9 pp +2.5 pp +2.5 pp +2.5 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 5.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 5.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.0 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 4.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.9 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.8 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.8 4.3% 3 -0.5 pp +1.0 pp +4.3 pp +4.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 4.8 2.6% 3 -0.1 pp +0.8 pp +2.6 pp +2.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 4.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 4.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 4.4 4.6% 2 +1.4 pp +4.6 pp +4.6 pp +4.6 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.3 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 4.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.3 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.2 1.4% 3 -0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 4.2 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.1 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.9 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.9 1.5% 2 -1.8 pp +1.5 pp +1.5 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ADE, LLC CIK 0001845950 0.661 93 3.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 3.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 3.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.5 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 3.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.4 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.3 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 3.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 3.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 3.2 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
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☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 3.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Addison Capital Co CIK 0001581465 0.464 184 3.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 3.0 2.6% 3 -0.6 pp +0.4 pp +2.6 pp +2.6 pp
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☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 3.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 2.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.8 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
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☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 2.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 2.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.4 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 2.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.1 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.8 0.9% 4 -0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 1.7 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McAdam, LLC CIK 0001695490 0.802 516 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.6 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.6 1.1% 4 -0.0 pp -0.7 pp +0.1 pp +1.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 1.4 0.7% 2 -2.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆McMill Wealth Management CIK 0002056447 0.763 60 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -1.3 pp +0.0 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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status