Signals

EFV

1421 in-universe funds with a nonzero position in EFV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22963
Score / z-0.339 / -0.33
Consensus375.87 over 736 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+76% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,435.6 1.2% 4 +0.1 pp +0.0 pp -0.1 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,550.1 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 1,263.0 0.1% 4 +0.0 pp +0.0 pp -0.0 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 1,039.0 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 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 889.8 0.1% 6 +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 769.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 536.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 511.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 341.1 7.1% 4 +0.3 pp +1.4 pp +1.5 pp +7.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 315.5 1.7% 4 -0.1 pp -0.2 pp -0.3 pp +1.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 292.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 291.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 273.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 261.9 2.3% 4 +1.7 pp +1.1 pp +1.1 pp +2.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 240.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 226.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 225.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 208.4 3.2% 4 +0.2 pp +0.3 pp +0.3 pp +3.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 201.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 200.7 0.0% 4 -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 187.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 184.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 178.2 9.2% 2 -2.7 pp +9.2 pp -2.7 pp +9.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 177.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 176.2 1.3% 4 +0.0 pp -0.1 pp +0.1 pp +1.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 168.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 167.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 163.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 161.8 3.3% 4 +1.4 pp +1.4 pp +1.4 pp +3.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 153.7 2.1% 4 +0.2 pp +0.2 pp +0.1 pp +2.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 149.4 2.6% 4 +0.1 pp +0.0 pp -0.0 pp +2.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 145.7 1.8% 4 +0.1 pp -0.2 pp -0.2 pp +1.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 142.9 1.4% 4 +0.1 pp -0.1 pp -0.4 pp +1.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 130.9 0.7% 4 +0.0 pp +0.1 pp -0.2 pp +0.7 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 122.4 2.2% 4 +1.3 pp +0.7 pp +0.8 pp +2.2 pp
JB Capital LLC CIK 0001879371 0.629 280 119.7 4.8% 4 -0.0 pp -0.4 pp -2.0 pp +4.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 115.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 110.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 109.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 108.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 99.3 1.2% 4 -0.0 pp -0.2 pp -0.2 pp +1.2 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 96.5 2.5% 4 -0.0 pp -0.0 pp -0.1 pp +2.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 95.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 92.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 89.5 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 84.4 0.5% 4 +0.0 pp -0.1 pp -0.3 pp +0.5 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 79.5 2.3% 4 +0.0 pp -0.1 pp -0.0 pp +2.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 77.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 71.8 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 71.8 0.4% 4 +0.1 pp +0.1 pp -0.2 pp +0.4 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 71.1 3.4% 4 -0.4 pp -0.4 pp -0.4 pp +3.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 69.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 66.9 6.4% 4 +0.0 pp +0.2 pp +0.1 pp +6.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 66.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 64.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 63.4 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 56.3 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 54.8 13.0% 4 +0.9 pp +1.5 pp +1.3 pp +13.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 53.0 1.3% 4 +0.1 pp +0.5 pp +0.5 pp +1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 51.7 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 48.2 3.1% 4 +0.2 pp +0.1 pp -0.2 pp +3.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 43.7 2.9% 4 -0.6 pp -0.9 pp -0.9 pp +2.9 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 43.1 1.9% 4 +0.1 pp +0.3 pp +0.9 pp +1.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 39.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 38.0 8.4% 4 +1.0 pp +6.9 pp +6.9 pp +8.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 37.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 37.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 37.5 0.5% 4 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 37.5 3.6% 4 -0.1 pp +0.1 pp -0.0 pp +3.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.6 0.2% 2 -0.0 pp +0.2 pp -0.1 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 36.5 1.4% 5 +0.0 pp -0.7 pp -0.5 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 36.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 35.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 34.2 3.9% 4 -0.8 pp -0.1 pp +0.5 pp +3.9 pp
Elgethun Capital Management CIK 0001638022 0.537 174 34.0 5.6% 4 +0.0 pp +0.4 pp +0.7 pp +5.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 33.4 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 33.2 3.2% 4 +0.8 pp +1.5 pp +2.0 pp +3.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 33.2 1.1% 4 +0.1 pp -0.0 pp -0.3 pp +1.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 33.1 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 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 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 31.6 4.4% 4 +0.3 pp +0.3 pp +0.5 pp +4.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 31.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 30.6 2.6% 4 -0.7 pp -0.7 pp -1.1 pp +2.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 28.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 28.5 5.1% 4 +0.8 pp -0.1 pp -0.9 pp +5.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.5 0.3% 4 -0.1 pp +0.1 pp -0.0 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 28.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 27.6 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 27.1 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.4 0.2% 6 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 25.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
EQ LLC CIK 0001757605 0.412 87 25.8 7.3% 4 +0.5 pp +2.5 pp +2.2 pp +7.3 pp
One Capital Management, LLC CIK 0001606588 0.779 522 25.7 0.7% 4 +0.7 pp +0.7 pp +0.3 pp +0.7 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 25.2 3.4% 4 -0.4 pp -0.7 pp -1.1 pp +3.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.7 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 24.4 6.4% 4 +0.3 pp -0.7 pp -0.7 pp +6.4 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 24.4 0.8% 4 -0.1 pp -0.2 pp -0.5 pp +0.8 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.9 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 23.7 15.5% 4 -0.2 pp -0.3 pp -0.6 pp +15.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 23.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 23.5 1.8% 4 +0.3 pp +0.3 pp +0.3 pp +1.8 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 23.1 5.5% 4 +0.4 pp +0.6 pp +0.2 pp +5.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 23.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 22.8 1.3% 4 -0.0 pp +0.2 pp +0.1 pp +1.3 pp
&PARTNERS CIK 0000107136 0.806 2509 22.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 22.2 0.4% 4 +0.1 pp +0.3 pp +0.2 pp +0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 21.3 3.6% 4 +0.2 pp +0.2 pp +0.1 pp +3.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.3 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 20.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Valence8 US LP CIK 0001943819 0.534 15 20.7 7.2% 4 -0.4 pp -1.0 pp -1.3 pp +7.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 20.2 0.5% 4 -0.0 pp +0.0 pp +0.3 pp +0.5 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 20.0 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 19.6 3.9% 4 -2.9 pp -2.7 pp -3.6 pp +3.9 pp
Plancorp, LLC CIK 0001599579 0.797 425 19.5 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 19.4 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 19.4 12.9% 4 -0.5 pp -0.0 pp +7.2 pp +12.9 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 19.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 19.2 1.0% 4 +0.0 pp -0.0 pp -0.2 pp +1.0 pp
MA Private Wealth CIK 0001767474 0.750 88 19.1 3.2% 4 -1.5 pp -1.3 pp -1.2 pp +3.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 19.1 1.9% 4 +0.0 pp -0.2 pp -0.6 pp +1.9 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 18.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 18.6 15.6% 3 +8.8 pp +14.3 pp +15.6 pp +15.6 pp
Keystone Financial Services CIK 0001865158 0.422 131 18.4 5.4% 4 -1.0 pp -2.0 pp -2.0 pp +5.4 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 17.8 1.2% 4 -0.1 pp -0.1 pp -0.0 pp +1.2 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 17.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.7 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 17.6 2.4% 4 +0.1 pp +0.2 pp +0.9 pp +2.4 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 17.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 17.5 5.4% 4 +0.2 pp +0.2 pp +0.4 pp +5.4 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 17.3 1.9% 4 -0.0 pp -0.0 pp -0.6 pp +1.9 pp
Creative Planning CIK 0001540235 0.979 4196 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 17.0 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 17.0 4.5% 4 -0.0 pp +0.1 pp -0.2 pp +4.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 17.0 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 16.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 16.8 0.5% 4 -0.1 pp -0.2 pp -0.6 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 16.4 2.3% 4 -1.4 pp -1.6 pp -2.3 pp +2.3 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 16.4 6.7% 4 +0.2 pp +0.0 pp -0.5 pp +6.7 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 15.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 15.8 0.3% 4 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 15.3 0.4% 4 -0.4 pp -0.5 pp -0.6 pp +0.4 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 15.3 2.0% 4 -0.1 pp +0.1 pp +0.1 pp +2.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 15.1 2.0% 4 +0.0 pp +0.1 pp +0.3 pp +2.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 15.1 0.9% 4 +0.0 pp +0.0 pp -0.2 pp +0.9 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 15.0 4.3% 4 -0.3 pp +0.8 pp +0.4 pp +4.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 14.9 0.6% 4 +0.0 pp -0.1 pp -0.4 pp +0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 14.8 2.1% 4 -0.3 pp -0.7 pp -1.3 pp +2.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 14.8 4.6% 4 +0.7 pp +0.2 pp -0.6 pp +4.6 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 14.7 3.1% 4 -1.0 pp -0.8 pp -2.8 pp +3.1 pp
SWMG, LLC CIK 0001839255 0.473 100 14.6 4.2% 4 -0.1 pp -0.1 pp -1.1 pp +4.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 14.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 14.4 3.3% 4 +0.3 pp +0.0 pp -0.5 pp +3.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.3 1.8% 4 -0.7 pp -0.7 pp -1.3 pp +1.8 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 14.1 1.8% 4 -0.0 pp -0.1 pp +1.0 pp +1.8 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 14.1 1.3% 4 -0.2 pp -2.5 pp -2.6 pp +1.3 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 14.1 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.0 1.0% 4 -0.5 pp -0.6 pp -1.1 pp +1.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 14.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 13.9 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 13.8 5.8% 3 +0.2 pp +0.6 pp +5.8 pp +5.8 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 13.7 1.3% 4 -0.3 pp +0.2 pp +0.5 pp +1.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 13.4 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 13.3 3.6% 4 -0.3 pp +0.0 pp +0.9 pp +3.6 pp
Kilter Group LLC CIK 0002058915 0.349 1580 13.2 5.7% 5 +0.2 pp -1.3 pp -2.1 pp -0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 13.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 12.9 0.6% 4 +0.0 pp +0.4 pp +0.4 pp +0.6 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.7 1.0% 4 -0.5 pp -0.9 pp -2.1 pp +1.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 12.7 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 12.6 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 12.4 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.3 0.7% 4 +0.0 pp +0.1 pp -0.1 pp +0.7 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 12.1 1.5% 4 +0.3 pp +0.3 pp +0.4 pp +1.5 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.0 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 12.0 3.6% 4 +0.3 pp +1.0 pp +1.0 pp +3.6 pp
Maia Wealth LLC CIK 0002010858 0.212 354 11.8 2.0% 4 -0.5 pp -0.5 pp -1.1 pp +2.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.7 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 11.6 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.6 3.0% 4 +0.0 pp -0.1 pp -0.7 pp +3.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.4 1.6% 4 -1.1 pp -1.2 pp -2.2 pp +1.6 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 11.3 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 11.3 0.5% 4 +0.1 pp -0.1 pp -0.2 pp +0.5 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 11.2 1.5% 4 +0.3 pp -0.1 pp +0.1 pp +1.5 pp
Shum Financial Group, Inc. CIK 0002044675 0.247 106 11.2 7.9% 3 +0.3 pp +0.7 pp +7.9 pp +7.9 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.0 1.0% 4 +0.2 pp +0.8 pp +0.8 pp +1.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 11.0 3.3% 4 +0.4 pp +0.4 pp +0.6 pp +3.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Invst, LLC CIK 0001867587 0.314 343 10.9 1.2% 4 -0.0 pp -0.4 pp -0.8 pp +1.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 10.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 10.7 1.2% 4 -0.1 pp -0.2 pp -0.4 pp +1.2 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 10.4 1.8% 4 -0.0 pp -0.2 pp -0.6 pp +1.8 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 10.3 2.9% 4 +0.0 pp +0.2 pp +0.4 pp +2.9 pp
Allworth Financial LP CIK 0001555170 0.907 5124 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 10.1 4.2% 4 +0.1 pp +1.3 pp +1.3 pp +4.2 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 10.1 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 10.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 9.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.6 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 9.4 2.9% 4 -1.5 pp -1.9 pp -3.0 pp +2.9 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 9.4 0.2% 6 +0.0 pp +0.2 pp -0.2 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 9.3 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 9.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 9.2 3.0% 4 -1.1 pp -1.6 pp -2.2 pp +3.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.2 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 9.2 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.0 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 8.9 2.2% 4 +0.3 pp +0.4 pp +0.9 pp +2.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 8.7 1.3% 4 +0.1 pp -0.0 pp -0.1 pp +1.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 8.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 8.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 8.5 2.1% 4 -1.5 pp -1.8 pp -4.2 pp +2.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.5 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 8.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 8.4 1.1% 4 +0.0 pp -0.1 pp -0.0 pp +1.1 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 8.4 6.5% 2 +2.3 pp +6.5 pp +6.5 pp +6.5 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.4 3.0% 3 +1.2 pp +1.4 pp +3.0 pp +3.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 8.3 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.2 2.1% 4 -0.3 pp -0.2 pp -0.4 pp +2.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 7.8 5.2% 5 -1.4 pp -0.8 pp -1.2 pp -1.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 7.8 4.0% 4 +0.4 pp -0.0 pp -0.8 pp +4.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 7.7 1.9% 6 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.6 0.9% 2 +0.1 pp +0.9 pp +0.1 pp +0.9 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 7.6 2.2% 6 -0.0 pp +0.1 pp -0.2 pp -0.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.5 0.2% 6 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 7.4 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 7.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 7.3 3.6% 3 +0.3 pp +0.5 pp +3.6 pp +3.6 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 7.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 7.2 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 7.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 7.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Mosley Wealth Management CIK 0002011849 0.000 781 7.1 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.0 2.0% 4 +0.0 pp -0.6 pp -1.6 pp +2.0 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 6.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 6.9 3.2% 5 -0.7 pp -0.8 pp -1.0 pp +0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.9 4.6% 4 +0.1 pp -0.1 pp -0.3 pp +4.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.8 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.7 2.9% 4 +0.1 pp -0.1 pp -0.7 pp +2.9 pp
Lantz Financial LLC CIK 0001766883 0.334 259 6.7 1.4% 4 +0.1 pp +0.0 pp -0.2 pp +1.4 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.6 2.7% 4 -0.1 pp -0.2 pp -0.6 pp +2.7 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.5 1.7% 4 +0.1 pp -0.6 pp -0.5 pp +1.7 pp
Clifford Group, LLC CIK 0001965522 0.474 86 6.4 4.9% 4 +0.2 pp +0.5 pp +0.5 pp +4.9 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 6.4 2.6% 4 +1.1 pp +0.3 pp -0.5 pp +2.6 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 6.4 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
Causey Wealth LLC CIK 0002132639 0.489 83 6.3 2.7% 5 -0.4 pp -0.3 pp -0.4 pp -0.6 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.3 1.3% 4 -0.0 pp +0.0 pp +0.0 pp +1.3 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 6.3 2.0% 4 -0.7 pp -0.5 pp -1.2 pp +2.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 6.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 6.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 6.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.0 4.1% 4 +0.3 pp +0.3 pp -0.5 pp +4.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 6.0 2.2% 4 -0.3 pp -0.6 pp -2.2 pp +2.2 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 6.0 0.8% 1 +0.8 pp -0.1 pp +0.8 pp +0.8 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.0 0.7% 4 -0.3 pp -0.4 pp -0.7 pp +0.7 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 5.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 5.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Asset Strategies, Inc. CIK 0001539948 0.467 259 5.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 5.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 5.7 0.8% 4 +0.1 pp +0.1 pp +0.7 pp +0.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 5.7 2.5% 4 +0.3 pp +0.2 pp +0.3 pp +2.5 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 5.7 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.6 2.6% 4 -0.5 pp +2.4 pp +2.4 pp +2.6 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.6 0.4% 4 +0.0 pp +0.1 pp -0.1 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.5 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.4 3.4% 4 -0.3 pp -0.4 pp -0.1 pp +3.4 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.4 2.7% 4 -1.3 pp -1.9 pp -2.3 pp +2.7 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 5.4 1.8% 4 -0.2 pp -0.2 pp -0.4 pp +1.8 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 5.3 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Zhang Financial LLC CIK 0001776290 0.816 392 5.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 5.2 0.3% 4 -0.0 pp -0.7 pp -0.5 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
New World Advisors LLC CIK 0001767724 0.874 125 5.2 0.9% 4 +0.5 pp +0.7 pp +0.7 pp +0.9 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 5.1 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
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CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.7 4.7% 4 -3.1 pp -1.9 pp -5.2 pp +4.7 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 4.7 3.0% 4 +0.2 pp +0.2 pp -0.0 pp +3.0 pp
IF Advisors, LLC CIK 0002109472 0.403 60 4.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 4.7 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
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Net Worth Advisory Group CIK 0001791998 0.053 411 4.7 1.0% 4 +0.1 pp +0.7 pp +0.1 pp +1.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 4.6 1.7% 4 -0.0 pp -0.0 pp -0.0 pp +1.7 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 4.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 4.6 1.2% 4 -0.0 pp -0.2 pp +0.1 pp +1.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 4.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 4.5 1.2% 4 +0.1 pp +0.9 pp +0.9 pp +1.2 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.5 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 4.4 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
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VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.2 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.2 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
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5T Wealth, LLC CIK 0002039313 0.300 134 4.2 1.6% 4 -0.6 pp -0.8 pp -1.1 pp +1.6 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.2 2.4% 4 -0.3 pp -1.1 pp -0.4 pp +2.4 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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W ADVISORS, LLC CIK 0001929907 0.304 153 4.0 2.1% 4 +0.2 pp +0.1 pp -0.1 pp +2.1 pp
ADE, LLC CIK 0001845950 0.661 93 4.0 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.0 1.4% 4 -0.1 pp -0.0 pp -0.5 pp +1.4 pp
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Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.9 2.6% 4 +0.1 pp +0.2 pp +0.0 pp +2.6 pp
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Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 2.0 1.3% 4 +1.0 pp +1.1 pp +1.1 pp +1.3 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 2.0 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 2.0 1.4% 4 -0.6 pp -0.6 pp -0.8 pp +1.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 2.0 1.0% 4 +0.1 pp +0.2 pp +0.4 pp +1.0 pp
Cassilly Financial Group LLC CIK 0002090777 0.265 75 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.9 1.1% 4 -0.7 pp -0.9 pp -1.5 pp +1.1 pp
Weil Company, Inc. CIK 0001318011 0.359 133 1.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
McAdam, LLC CIK 0001695490 0.802 516 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Unify Financial Advisors CIK 0002126814 0.217 90 1.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.9 0.6% 4 +0.1 pp +0.1 pp -0.1 pp +0.6 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 1.9 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.8 1.0% 4 +0.1 pp +0.0 pp -0.1 pp +1.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.8 0.6% 4 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.7 1.1% 4 +0.1 pp +0.0 pp -0.2 pp +1.1 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.7 0.9% 4 -0.3 pp -0.4 pp -0.8 pp +0.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.7 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.7 0.6% 4 -0.0 pp -0.1 pp -0.3 pp +0.6 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 1.7 0.9% 4 +0.1 pp -0.1 pp -0.2 pp +0.9 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
InvesTrust CIK 0002050848 0.267 95 1.7 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.7 1.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.7 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 4 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GGM Financial LLC CIK 0002021722 0.308 265 1.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Campion Asset Management CIK 0001843492 0.531 83 1.6 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.6 0.2% 4 -0.1 pp -0.3 pp -0.3 pp +0.2 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 1.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 1.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.5 1.1% 4 -0.7 pp -0.4 pp -0.5 pp +1.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.5 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.5 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.5 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.5 0.4% 4 -0.6 pp -0.5 pp -0.5 pp +0.4 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 1.4 0.6% 4 -0.0 pp +0.1 pp -0.0 pp +0.6 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.4 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.4 1.0% 4 -0.7 pp -0.8 pp -1.3 pp +1.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.4 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.4 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 1.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.4 1.0% 4 +0.0 pp +0.0 pp +0.4 pp +1.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.4 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 4 -0.3 pp -0.3 pp -0.8 pp +0.2 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 1.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.3 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.3 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.3 0.5% 4 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.3 0.3% 4 +0.0 pp -0.8 pp -0.9 pp +0.3 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.3 0.8% 4 -0.6 pp -0.7 pp -1.3 pp +0.8 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 1.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 1.2 0.8% 4 -0.8 pp -0.7 pp -0.4 pp +0.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.2 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.2 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.2 0.1% 4 -3.0 pp -3.3 pp -4.3 pp +0.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.2 0.6% 4 -1.1 pp -1.2 pp -1.4 pp +0.6 pp
ASL Financial, LLC CIK 0002105933 0.440 99 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.2 0.5% 4 -0.2 pp -0.3 pp -0.6 pp +0.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Semus Wealth Partners LLC CIK 0001964775 0.353 111 1.1 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Falcon Wealth Planning CIK 0001839850 0.779 244 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 1.1 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Gibbs Wealth Management CIK 0002081110 0.167 430 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.0 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Cooper Financial Group CIK 0001751581 0.393 448 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
EWA, LLC CIK 0001835252 0.457 332 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Allegheny Financial Group CIK 0001844148 0.553 305 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 0.9 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
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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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 +0.0 pp -0.1 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -4.6 pp -3.2 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
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -1.8 pp -1.9 pp -1.8 pp -1.9 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
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -1.3 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 +0.0 pp -5.4 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.7 pp -0.2 pp -0.3 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -1.1 pp -0.9 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -2.5 pp -1.6 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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 +0.0 pp -0.2 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -2.0 pp -1.8 pp -1.8 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 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
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 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 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -5.8 pp -6.5 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 +0.0 pp -0.1 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 +0.0 pp -1.6 pp -2.2 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -5.7 pp -6.1 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.7 pp -0.6 pp -0.5 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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