Signals

← Signals

☆EFV

1255 in-universe funds with a nonzero position in EFV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#392
Score / z0.447 / 0.62
Consensus350.05 over 698 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-33% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 3,776.0 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,395.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,216.4 0.1% 3 +0.0 pp -0.0 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 1,014.5 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 949.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 855.9 0.1% 5 +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 686.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 528.5 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 483.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 363.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 327.6 6.9% 3 +1.2 pp +1.3 pp +6.9 pp +6.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 321.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 320.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 305.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 278.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 238.4 11.9% 1 +11.9 pp +0.0 pp +11.9 pp +11.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 222.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 211.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 210.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 191.0 0.3% 3 +0.0 pp +0.0 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 186.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 182.9 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 173.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 171.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 170.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 162.3 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 145.4 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 137.7 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 135.7 1.3% 3 -0.2 pp -0.4 pp +1.3 pp +1.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 135.6 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 131.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 128.9 1.7% 3 -0.4 pp -0.3 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 124.0 0.7% 3 +0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 118.8 4.8% 3 -0.4 pp -2.0 pp +4.8 pp +4.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 109.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 107.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 106.7 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 101.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 95.8 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 93.6 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 90.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 83.8 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 77.9 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 77.7 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 76.5 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 76.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 75.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 73.2 3.1% 3 -0.3 pp -1.3 pp +3.1 pp +3.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 65.7 6.3% 3 +0.1 pp +0.1 pp +6.3 pp +6.3 pp
☆Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 63.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 63.1 0.6% 3 -0.6 pp -0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 63.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 61.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 59.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 56.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 51.6 12.2% 3 +0.6 pp +0.4 pp +12.2 pp +12.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 51.5 3.5% 3 -0.3 pp -0.3 pp +3.5 pp +3.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 51.1 0.9% 3 -0.6 pp -0.5 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 50.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 48.0 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 47.2 3.5% 3 -0.2 pp -1.8 pp +3.5 pp +3.5 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 45.8 4.7% 3 +0.7 pp +1.2 pp +4.7 pp +4.7 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 44.3 3.0% 3 -0.1 pp -0.4 pp +3.0 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 42.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.3 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 40.6 1.8% 3 +0.2 pp +0.8 pp +1.8 pp +1.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 40.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 38.7 3.7% 3 +0.2 pp +0.1 pp +3.7 pp +3.7 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 37.9 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 37.6 3.4% 3 +0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 37.3 1.4% 4 -0.7 pp -0.5 pp +0.2 pp +1.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.6 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 36.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 35.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 33.5 7.4% 3 +5.9 pp +5.9 pp +7.4 pp +7.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 33.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 33.1 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 32.7 6.8% 3 +0.2 pp -0.7 pp +6.8 pp +6.8 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 32.5 5.6% 3 +0.4 pp +0.7 pp +5.6 pp +5.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 31.2 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 30.8 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 30.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 29.8 3.8% 3 -0.3 pp -0.7 pp +3.8 pp +3.8 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 29.6 4.1% 3 -0.0 pp +0.2 pp +4.1 pp +4.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 29.1 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆MA Private Wealth CIK 0001767474 0.750 88 28.5 4.7% 3 +0.2 pp +0.3 pp +4.7 pp +4.7 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 28.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 27.8 4.3% 3 -0.9 pp -1.7 pp +4.3 pp +4.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 27.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 27.2 7.9% 3 +0.7 pp +0.8 pp +7.9 pp +7.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.1 0.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 26.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 26.0 0.9% 3 -0.1 pp -0.4 pp +0.9 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 25.7 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Valence8 US LP CIK 0001943819 0.533 15 25.7 7.6% 3 -0.6 pp -0.9 pp +7.6 pp +7.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 25.0 2.4% 3 +0.7 pp +1.2 pp +2.4 pp +2.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 24.4 3.7% 3 -0.1 pp -0.9 pp +3.7 pp +3.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 23.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 23.6 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆EQ LLC CIK 0001757605 0.412 87 23.6 6.8% 3 +2.0 pp +1.7 pp +6.8 pp +6.8 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 23.6 6.2% 3 -1.0 pp -1.0 pp +6.2 pp +6.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 23.3 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 23.2 15.7% 3 -0.2 pp -0.4 pp +15.7 pp +15.7 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 23.0 4.7% 3 -0.6 pp -1.5 pp +4.7 pp +4.7 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 22.8 5.0% 3 +0.1 pp -0.3 pp +5.0 pp +5.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 21.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 21.1 6.4% 3 -1.0 pp -1.1 pp +6.4 pp +6.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.6 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 20.5 2.5% 3 -0.0 pp -0.6 pp +2.5 pp +2.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 20.2 13.4% 3 +0.5 pp +7.7 pp +13.4 pp +13.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 19.9 4.2% 3 +0.2 pp -1.7 pp +4.2 pp +4.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.8 1.4% 3 -0.1 pp -0.6 pp +1.4 pp +1.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 19.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 19.7 3.4% 3 -0.0 pp -0.2 pp +3.4 pp +3.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 19.4 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 19.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 19.2 2.7% 3 -0.1 pp -1.2 pp +2.7 pp +2.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 19.0 1.9% 3 -0.2 pp -0.6 pp +1.9 pp +1.9 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 18.4 3.5% 3 +0.2 pp +0.3 pp +3.5 pp +3.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 18.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 17.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 17.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 17.4 2.4% 3 -0.4 pp -0.9 pp +2.4 pp +2.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 17.3 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 17.1 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 17.0 2.0% 3 +0.0 pp -0.6 pp +2.0 pp +2.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 17.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 17.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 17.0 5.2% 3 +0.0 pp +0.2 pp +5.2 pp +5.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 16.6 4.5% 3 +0.1 pp -0.2 pp +4.5 pp +4.5 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 16.5 2.3% 3 +0.1 pp +0.7 pp +2.3 pp +2.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 15.9 6.5% 3 -0.2 pp -0.7 pp +6.5 pp +6.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 15.7 4.6% 1 +4.6 pp +0.6 pp +4.6 pp +4.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.7 1.5% 3 -0.5 pp -1.6 pp +1.5 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 15.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 15.3 4.3% 3 -0.1 pp -1.0 pp +4.3 pp +4.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 15.0 3.1% 3 -0.3 pp -0.8 pp +3.1 pp +3.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 14.8 4.6% 3 +1.1 pp +0.7 pp +4.6 pp +4.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 14.7 1.8% 3 -0.1 pp +1.0 pp +1.8 pp +1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 14.6 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 14.5 4.4% 3 -0.4 pp -1.5 pp +4.4 pp +4.4 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 14.4 2.5% 3 -0.0 pp -0.6 pp +2.5 pp +2.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.3 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 14.2 3.6% 3 -0.3 pp -2.7 pp +3.6 pp +3.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 14.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 14.1 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 13.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 13.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 13.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 13.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 12.9 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 12.9 3.9% 3 -0.6 pp -1.4 pp +3.9 pp +3.9 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 12.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 12.9 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 12.6 1.5% 3 -2.3 pp -2.4 pp +1.5 pp +1.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 12.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 12.5 5.5% 4 -1.5 pp -2.2 pp -0.5 pp +5.5 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 12.4 4.1% 3 -0.5 pp -1.1 pp +4.1 pp +4.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 12.3 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 12.2 3.9% 3 +0.3 pp +1.2 pp +3.9 pp +3.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 12.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.0 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 11.8 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 11.7 1.6% 3 +0.5 pp +0.8 pp +1.6 pp +1.6 pp
☆Invst, LLC CIK 0001867587 0.314 343 11.6 1.3% 3 -0.3 pp -0.8 pp +1.3 pp +1.3 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 11.6 2.2% 3 -0.6 pp -2.4 pp +2.2 pp +2.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 11.4 0.7% 3 +0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.4 3.0% 3 -0.1 pp -0.8 pp +3.0 pp +3.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.3 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 10.9 1.7% 3 -0.4 pp -1.4 pp +1.7 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 10.7 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.6 6.6% 4 +0.6 pp +0.2 pp +0.3 pp +6.6 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 10.5 7.6% 2 +0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 10.5 6.7% 2 +5.4 pp +6.7 pp +6.7 pp +6.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 10.4 1.9% 3 -0.2 pp -0.6 pp +1.9 pp +1.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 10.3 3.3% 3 +0.7 pp +0.6 pp +3.3 pp +3.3 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 10.3 2.9% 3 +0.2 pp +0.4 pp +2.9 pp +2.9 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 10.2 4.0% 3 +1.2 pp +1.2 pp +4.0 pp +4.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 10.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.2 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 10.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.9 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 9.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 9.6 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 9.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 9.4 3.9% 4 -0.1 pp -0.3 pp +1.0 pp +3.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 9.4 2.9% 3 -0.0 pp +0.2 pp +2.9 pp +2.9 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 9.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 8.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 8.8 1.2% 3 -0.4 pp -0.2 pp +1.2 pp +1.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.6 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 8.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 8.2 2.6% 3 +0.2 pp -0.5 pp +2.6 pp +2.6 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.2 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 8.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 8.1 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 8.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 8.0 7.8% 3 +1.2 pp -2.1 pp +7.8 pp +7.8 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.0 2.3% 3 +0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 7.7 2.0% 3 +0.1 pp +0.7 pp +2.0 pp +2.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.6 3.9% 3 -0.7 pp -1.1 pp +3.9 pp +3.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.5 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.5 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 7.4 2.2% 5 +0.1 pp -0.1 pp -0.6 pp -0.4 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.2 1.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.2 0.8% 1 +0.8 pp +0.0 pp +0.8 pp +0.8 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 7.1 3.6% 3 -0.4 pp -1.2 pp +3.6 pp +3.6 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 7.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 7.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 7.0 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.9 2.0% 3 -0.6 pp -1.6 pp +2.0 pp +2.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 6.9 2.5% 3 -0.3 pp -1.9 pp +2.5 pp +2.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.9 0.8% 3 +0.6 pp +0.7 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.9 2.8% 3 -0.1 pp -0.5 pp +2.8 pp +2.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 6.9 1.6% 3 +0.1 pp +0.5 pp +1.6 pp +1.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 6.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 6.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.6 4.5% 3 -0.2 pp -0.4 pp +4.5 pp +4.5 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 6.6 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.5 2.8% 3 -0.3 pp -0.8 pp +2.8 pp +2.8 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.5 3.1% 3 +2.9 pp +2.9 pp +3.1 pp +3.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.4 1.7% 3 -0.7 pp -0.6 pp +1.7 pp +1.7 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 6.3 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 6.3 3.1% 4 +0.0 pp -0.0 pp -0.2 pp +3.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 6.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 6.1 4.7% 3 +0.2 pp +0.2 pp +4.7 pp +4.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 5.9 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 5.9 2.2% 3 -0.2 pp -0.5 pp +2.2 pp +2.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 5.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 5.8 1.8% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 5.7 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.7 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 5.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 5.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 5.6 3.8% 3 -0.0 pp -0.8 pp +3.8 pp +3.8 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 5.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.5 2.2% 3 -0.3 pp -0.6 pp +2.2 pp +2.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 5.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 5.5 0.3% 3 -0.7 pp -0.5 pp +0.3 pp +0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.4 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.4 3.7% 3 -0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.4 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.3 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 5.2 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.1 3.1% 3 -0.3 pp -0.5 pp +3.1 pp +3.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.9 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.9 0.5% 3 -0.1 pp -0.4 pp +0.5 pp +0.5 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.9 2.2% 3 -0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 4.9 2.8% 3 +1.4 pp +1.3 pp +2.8 pp +2.8 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 4.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 4.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.8 4.0% 4 -0.3 pp -0.8 pp +0.7 pp +4.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 4.6 1.2% 3 +0.2 pp +0.4 pp +1.2 pp +1.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.6 1.6% 3 +0.1 pp -1.7 pp +1.6 pp +1.6 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 4.5 0.9% 3 +0.7 pp +0.0 pp +0.9 pp +0.9 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 4.5 2.8% 3 +0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.5 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.4 0.7% 3 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 4.4 1.2% 3 -0.2 pp +0.1 pp +1.2 pp +1.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.3 2.7% 3 -0.8 pp -0.1 pp +2.7 pp +2.7 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.3 1.5% 3 +0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.1 0.5% 4 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 4.1 2.2% 4 -0.4 pp -0.5 pp +0.4 pp +2.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.1 0.2% 5 +0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.0 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.0 1.3% 3 -0.1 pp -0.5 pp +1.3 pp +1.3 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 4.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.9 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
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☆ADE, LLC CIK 0001845950 0.661 93 3.8 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.8 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 3.8 1.9% 3 -0.0 pp -0.3 pp +1.9 pp +1.9 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.8 2.1% 3 -0.7 pp -0.6 pp +2.1 pp +2.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.8 1.0% 3 +0.8 pp +0.7 pp +1.0 pp +1.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 3.7 1.1% 4 -0.2 pp -0.4 pp +0.0 pp +1.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 3.7 1.5% 3 -0.8 pp -1.6 pp +1.5 pp +1.5 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 3.5 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
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☆Wealth Quarterback LLC CIK 0001803386 0.360 171 3.3 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
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☆Key FInancial Inc CIK 0001801720 0.372 1356 3.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.2 1.8% 3 -0.2 pp -0.8 pp +1.8 pp +1.8 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 3.2 0.9% 3 +0.2 pp +0.0 pp +0.9 pp +0.9 pp
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☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 2.8 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
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☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 2.2 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.2 1.2% 3 -0.2 pp -0.5 pp +1.2 pp +1.2 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.0 1.4% 3 -0.1 pp -0.8 pp +1.4 pp +1.4 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 2.0 1.3% 3 -0.4 pp -0.3 pp +1.3 pp +1.3 pp
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☆Virtus Family Office LLC CIK 0001913482 0.217 62 2.0 1.7% 3 +0.1 pp +0.6 pp +1.7 pp +1.7 pp
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☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.9 0.9% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.9 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McAdam, LLC CIK 0001695490 0.802 516 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.8 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
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☆Clayton Financial Group LLC CIK 0002011212 0.402 65 1.8 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.6 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.6 1.1% 3 -0.0 pp -0.3 pp +1.1 pp +1.1 pp
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☆GGM Financial LLC CIK 0002021722 0.308 265 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Campion Asset Management CIK 0001843492 0.531 83 1.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
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☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 +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% 3 -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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 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
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 -0.0 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
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.3 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -1.1 pp -1.3 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -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 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.3 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.1 pp -0.1 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
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -4.6 pp -3.2 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.3 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
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp -5.4 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -1.1 pp -0.9 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -2.5 pp -1.6 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.8 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
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.6 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -5.8 pp -6.5 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -1.6 pp -2.2 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -5.7 pp -6.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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