Signals

EFV

1498 in-universe funds with a nonzero position in EFV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#286
Score / z0.775 / 0.92
Consensus353.44 over 667 funds
Momentum-0.11 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-2%
Short interest+422% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,470.6 0.6% 5 -0.6 pp -0.5 pp -0.6 pp -0.7 pp
FMR LLC CIK 0000315066 0.989 5571 1,333.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,082.3 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,032.9 0.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 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 732.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 706.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 574.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 359.7 2.7% 5 +0.4 pp +2.1 pp +1.4 pp +1.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 347.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 312.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 303.4 6.8% 5 -0.3 pp -0.0 pp +1.1 pp +1.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 234.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 227.3 3.0% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 221.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 204.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 200.2 0.4% 4 -0.4 pp -0.4 pp -0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 185.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 181.5 9.0% 3 -0.2 pp -2.9 pp +9.0 pp -2.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 168.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 167.1 3.0% 5 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 166.6 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 166.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 163.4 2.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 162.8 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 160.8 10.9% 3 +4.9 pp +5.0 pp +10.9 pp +10.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 159.3 2.4% 5 +0.2 pp +1.5 pp +1.0 pp +1.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 149.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 144.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 140.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 136.6 0.7% 5 -1.1 pp -1.2 pp -1.3 pp -1.4 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 131.6 1.5% 5 -0.6 pp -0.4 pp -0.4 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 118.3 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 116.7 0.7% 5 -0.6 pp -0.6 pp -0.7 pp -0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 103.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 101.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 100.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 98.3 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 98.3 2.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 94.7 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 88.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 83.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 81.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.2 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 81.2 2.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 79.7 0.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 77.8 0.7% 5 -0.7 pp -0.7 pp -0.9 pp -1.1 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 77.4 3.1% 5 -0.3 pp -0.8 pp -0.7 pp -0.7 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 70.9 0.7% 5 -1.1 pp -1.0 pp -1.3 pp -1.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 69.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 67.2 5.7% 5 -0.7 pp -0.6 pp -0.5 pp -0.6 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 62.8 13.4% 5 +0.4 pp +1.3 pp +1.9 pp +1.7 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 60.9 1.3% 5 +0.0 pp +0.1 pp +0.5 pp +0.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 59.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 58.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 56.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 56.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 52.9 1.8% 5 -3.0 pp -3.0 pp -3.4 pp -5.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 48.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 47.9 1.8% 5 -0.1 pp -0.0 pp +0.2 pp +0.8 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 47.2 0.4% 5 +0.1 pp +0.0 pp +0.2 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 45.5 4.0% 2 +2.5 pp +4.0 pp +4.0 pp +4.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 44.1 2.7% 5 -0.3 pp -0.9 pp -1.2 pp -1.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 41.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 40.6 3.5% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 39.8 8.2% 5 -0.2 pp +0.8 pp +6.7 pp +6.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 38.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 38.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 38.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 37.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 36.8 0.5% 5 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 36.7 0.2% 5 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
Elgethun Capital Management CIK 0001638022 0.537 174 36.2 5.0% 5 -0.6 pp -0.6 pp -0.2 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 34.7 4.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 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 34.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.5 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 30.8 2.6% 5 -0.0 pp -0.7 pp -0.7 pp -1.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 29.2 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 28.3 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 28.1 1.7% 5 -1.4 pp -1.3 pp -1.3 pp -1.6 pp
BOKF, NA CIK 0000009634 0.752 1160 27.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.9 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 26.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 25.7 0.7% 5 +0.0 pp +0.7 pp +0.7 pp +0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.2 0.8% 6 -0.6 pp -0.6 pp -1.3 pp -1.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 24.1 0.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 23.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 23.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 23.5 0.8% 5 -1.0 pp -0.7 pp -0.7 pp -0.7 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 23.2 14.8% 5 -0.7 pp -0.9 pp -1.1 pp -1.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 21.2 0.6% 5 -0.5 pp -0.4 pp -0.5 pp -0.8 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 21.1 14.7% 5 +1.8 pp +1.3 pp +1.8 pp +9.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 20.9 1.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 20.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 20.7 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 20.5 1.8% 5 -1.4 pp -0.6 pp +0.1 pp +0.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.3 0.0% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 20.0 1.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 19.7 14.0% 4 -1.6 pp +7.3 pp +12.7 pp +14.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 19.4 4.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.3 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 18.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 18.9 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 18.5 2.2% 5 -0.2 pp -0.0 pp +0.0 pp +0.7 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 18.4 1.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 18.3 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 18.2 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
MA Private Wealth CIK 0001767474 0.750 88 18.1 2.7% 5 -0.5 pp -2.0 pp -1.9 pp -1.8 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 17.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 17.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 17.7 10.8% 2 -1.1 pp +10.8 pp +10.8 pp +10.8 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 17.7 0.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 17.5 5.0% 5 -0.5 pp -0.2 pp -0.2 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 17.3 0.3% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 17.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.1 0.3% 5 -0.4 pp -0.2 pp -0.2 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 17.1 4.4% 5 +0.1 pp -0.2 pp +0.9 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 16.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 16.2 2.3% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 15.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.5 0.1% 7 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.3 0.8% 5 -0.6 pp -0.6 pp -0.4 pp -0.5 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 15.2 5.1% 5 -1.6 pp -1.4 pp -1.5 pp -2.1 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 15.1 1.6% 5 +0.3 pp +0.0 pp +0.5 pp +0.8 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 15.0 1.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.9 0.0% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 14.6 5.3% 4 -0.5 pp -0.3 pp +0.1 pp +5.3 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 14.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 14.2 1.7% 5 +0.1 pp +0.4 pp -0.0 pp +0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 13.7 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 13.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 13.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.4 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.4 1.8% 5 -3.3 pp -2.5 pp -3.4 pp -4.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 13.3 0.5% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 13.2 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 13.2 3.5% 5 -0.1 pp +0.3 pp +0.9 pp +0.9 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.0 0.2% 1 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 12.9 1.3% 5 -0.7 pp -0.7 pp -0.7 pp -1.3 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 12.8 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 12.7 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Valence8 US LP CIK 0001943819 0.533 15 12.7 4.2% 5 -3.0 pp -3.4 pp -4.0 pp -4.3 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 12.5 2.8% 5 -3.6 pp -3.3 pp -4.3 pp -4.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 12.5 1.5% 5 -1.9 pp -2.3 pp -2.6 pp -3.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 12.1 1.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.1 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 12.1 3.2% 5 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
Shum Financial Group, Inc. CIK 0002044675 0.247 106 11.9 7.2% 4 -0.7 pp -0.4 pp -0.0 pp +7.2 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 11.9 3.0% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.6 0.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 11.0 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 11.0 1.1% 3 +0.5 pp +1.0 pp +1.1 pp +1.1 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.9 6.2% 6 +1.0 pp -0.4 pp +0.1 pp -0.2 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 10.9 1.4% 5 -0.4 pp -0.4 pp -0.6 pp -1.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 10.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 10.9 3.4% 4 +0.4 pp +1.5 pp +1.8 pp +3.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.9 0.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 10.8 1.6% 5 -0.4 pp -0.9 pp -0.9 pp -1.5 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 10.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 10.7 4.0% 5 -0.1 pp -0.0 pp +1.1 pp +1.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 10.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 10.2 0.8% 5 -1.0 pp -1.0 pp -1.2 pp -1.6 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 10.1 2.8% 5 -1.8 pp -1.0 pp -1.6 pp -2.4 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 10.1 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 10.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.7 0.3% 5 -0.5 pp -0.6 pp -0.7 pp -1.0 pp
EQ LLC CIK 0001757605 0.412 87 9.6 2.4% 5 -4.9 pp -4.4 pp -2.4 pp -2.7 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.6 0.3% 5 -0.4 pp -0.4 pp -0.3 pp -0.5 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 9.5 0.3% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 9.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 9.4 0.5% 5 -0.6 pp -0.5 pp -0.6 pp -0.7 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.4 0.2% 5 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 9.2 0.9% 2 -1.3 pp +0.9 pp +0.9 pp +0.9 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 9.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 9.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 9.0 1.3% 5 -2.3 pp -2.1 pp -2.1 pp -2.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.9 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 8.8 2.3% 5 -3.1 pp -4.1 pp -5.1 pp -5.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 8.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 8.6 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 8.5 2.0% 5 -1.6 pp -1.9 pp -1.6 pp -0.7 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 8.3 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.3 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 7.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 7.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kilter Group LLC CIK 0002058915 0.349 1580 7.9 2.9% 6 -2.8 pp -2.7 pp -4.2 pp -4.9 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 7.8 0.6% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 7.8 2.0% 7 -0.2 pp -0.2 pp -0.1 pp -0.4 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 7.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.6 0.4% 5 -0.5 pp -0.4 pp -0.4 pp -0.6 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 7.6 1.2% 5 -2.6 pp -5.5 pp -5.3 pp -6.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 7.5 0.6% 5 -0.7 pp -0.9 pp -3.2 pp -3.3 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 7.5 1.1% 4 -0.1 pp +0.0 pp +0.1 pp +1.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 7.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 7.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 7.3 1.7% 7 -0.3 pp -0.1 pp -0.0 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 7.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 7.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.2 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 7.1 4.1% 5 -0.5 pp -0.4 pp -0.6 pp -0.8 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 7.1 1.8% 5 -1.5 pp -1.2 pp -1.5 pp -2.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 7.1 1.5% 5 -0.7 pp -0.5 pp -0.4 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.0 0.1% 6 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 7.0 1.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 7.0 0.2% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
SWMG, LLC CIK 0001839255 0.473 100 6.9 1.6% 5 -2.6 pp -2.6 pp -2.7 pp -3.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 6.7 0.8% 5 -1.3 pp -1.6 pp -2.0 pp -2.5 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.6 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Key Capital Management, INC CIK 0002107249 0.369 726 6.6 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
New World Advisors LLC CIK 0001767724 0.874 125 6.5 1.1% 5 +0.2 pp +0.7 pp +0.9 pp +0.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.5 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 6.4 1.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 6.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 6.3 4.2% 2 -2.8 pp +4.2 pp +4.2 pp +4.2 pp
Causey Wealth LLC CIK 0002132639 0.489 83 6.2 2.4% 6 -0.3 pp -0.6 pp -0.6 pp -0.6 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 6.2 0.7% 5 -1.1 pp -1.8 pp -1.8 pp -2.4 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 6.2 0.7% 5 -1.1 pp -1.1 pp -1.2 pp -0.1 pp
Clifford Group, LLC CIK 0001965522 0.474 86 6.2 4.3% 5 -0.7 pp -0.4 pp -0.2 pp -0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.2 0.4% 5 -0.5 pp -0.4 pp +0.3 pp +0.3 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 6.2 2.1% 4 -1.5 pp -1.2 pp -0.9 pp +2.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 6.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 6.1 0.4% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 6.0 1.2% 5 +0.1 pp +0.2 pp +1.0 pp +0.9 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.0 3.7% 5 -0.3 pp -0.0 pp -0.1 pp -0.9 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.0 0.7% 5 -1.3 pp -1.3 pp -1.3 pp -1.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 6.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 5.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 5.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 5.7 2.9% 3 +0.5 pp +0.7 pp +2.9 pp +2.9 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.7 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.7 3.2% 5 -0.2 pp -0.5 pp -0.6 pp -0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 5.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.6 1.8% 1 +1.8 pp -0.0 pp -0.1 pp -0.2 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 5.5 1.6% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 5.5 1.0% 5 -2.1 pp -3.2 pp -2.9 pp -4.9 pp
IF Advisors, LLC CIK 0002109472 0.403 60 5.4 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
Zhang Financial LLC CIK 0001776290 0.816 392 5.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DV EQUITIES, LLC CIK 0001841659 0.000 100 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 5.3 0.3% 5 -0.0 pp -0.1 pp -0.7 pp -0.5 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 5.3 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 5.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.2 0.1% 7 -0.1 pp -0.1 pp +0.1 pp -0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 5.1 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 5.1 0.8% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 5.1 1.5% 5 -1.3 pp -1.3 pp +0.1 pp -0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 5.1 1.4% 5 -1.0 pp -0.9 pp -0.8 pp -0.9 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 4.9 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.9 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.9 1.8% 5 -0.7 pp -0.4 pp -0.5 pp -0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 4.8 1.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 4.7 1.3% 5 -1.6 pp -2.8 pp -3.3 pp -3.8 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 4.7 1.3% 5 -1.6 pp -1.4 pp -1.7 pp -2.3 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 4.7 3.0% 2 -2.0 pp +3.0 pp +3.0 pp +3.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 4.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.5 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 4.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.7 0.1% 7 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.6 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 4.6 0.8% 5 -0.5 pp -0.5 pp -0.5 pp -0.7 pp
Invst, LLC CIK 0001867587 0.314 343 4.6 0.4% 5 -0.8 pp -0.8 pp -1.2 pp -1.6 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 4.6 1.2% 5 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 4.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.4 1.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.5 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.4 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.3 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.3 1.0% 5 -2.0 pp -2.0 pp -2.1 pp -2.7 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 4.3 0.6% 5 -1.7 pp -3.1 pp -3.3 pp -4.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.3 1.0% 5 -1.0 pp -1.0 pp -1.5 pp -2.6 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 4.2 1.0% 5 +0.1 pp +0.2 pp +0.1 pp -0.2 pp
ADE, LLC CIK 0001845950 0.661 93 4.1 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.1 1.3% 5 -0.9 pp -1.2 pp -1.5 pp -3.1 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.0 1.4% 5 -1.2 pp -0.1 pp -0.9 pp -1.7 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.0 1.4% 5 -1.3 pp -1.4 pp -1.5 pp -1.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.0 0.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 3.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.9 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.9 0.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.8 0.9% 5 -1.2 pp -1.5 pp -1.4 pp -1.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 3.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.8 0.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.8 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.8 0.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.7 2.2% 5 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 3.7 2.0% 5 -0.9 pp -0.8 pp -0.7 pp -1.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 3.7 2.0% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.7 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 3.7 1.0% 5 -0.1 pp +0.8 pp +0.8 pp +0.9 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 3.7 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 3.6 0.5% 5 -0.3 pp -0.2 pp -0.2 pp +0.4 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.6 1.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 3.5 1.7% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 3.4 0.7% 5 -1.3 pp -2.8 pp -3.1 pp -5.5 pp
5T Wealth, LLC CIK 0002039313 0.300 134 3.4 1.3% 5 -0.4 pp -1.0 pp -1.2 pp -1.5 pp
Patten Group, Inc. CIK 0001633207 0.286 325 3.4 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 3.4 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.4 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.3 0.1% 5 -0.3 pp -0.7 pp -0.8 pp -0.9 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.3 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 3.3 1.9% 4 +0.2 pp +0.8 pp +1.1 pp +1.9 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 3.2 1.4% 5 -0.6 pp -0.5 pp -0.5 pp -0.7 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 3.2 0.8% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.2 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.1 0.2% 5 -0.8 pp -1.2 pp -1.3 pp -1.8 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SMART Wealth LLC CIK 0002044723 0.032 222 3.1 0.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.1 1.0% 5 -0.8 pp -1.2 pp -1.4 pp -1.7 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.0 0.8% 5 -1.1 pp -1.8 pp -1.6 pp -2.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 3.0 1.6% 5 +0.4 pp +1.3 pp +1.4 pp +1.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 2.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.9 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.8 2.2% 6 -1.8 pp -1.8 pp -2.1 pp -2.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.8 1.5% 5 -0.9 pp -1.2 pp -2.0 pp -1.3 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 2.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.8 1.1% 5 -0.4 pp -0.5 pp -0.7 pp -1.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 2.7 1.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.7 1.2% 7 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 2.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.7 0.2% 5 -0.9 pp -1.3 pp -1.8 pp -3.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.7 0.1% 5 -0.2 pp -0.4 pp -0.3 pp -0.4 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.6 1.9% 5 -0.4 pp -1.1 pp -1.3 pp -1.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 2.6 2.1% 2 -1.2 pp +2.1 pp +2.1 pp +2.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.6 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.5 0.6% 5 -0.1 pp -1.0 pp -0.9 pp -2.7 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.4 0.2% 5 -0.5 pp -0.8 pp -0.9 pp -1.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 2.4 0.7% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
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Asempa Wealth Advisors CIK 0002099967 0.192 115 2.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Breakwater Capital Group CIK 0001964309 0.408 374 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 2.3 1.5% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.3 1.0% 5 -1.6 pp -2.9 pp -3.6 pp -4.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.2 0.7% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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HORAN Wealth, LLC CIK 0002072569 0.370 217 2.2 0.2% 2 +0.0 pp +0.2 pp -0.1 pp +0.2 pp
Risk Paradigm Group, LLC CIK 0001569886 0.224 57 2.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.1 1.1% 5 -0.2 pp -1.1 pp -1.8 pp -1.6 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 2.1 0.7% 1 +0.7 pp -0.1 pp +0.7 pp +0.7 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 2.1 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 2.0 1.2% 5 -0.2 pp -0.2 pp -0.7 pp -0.8 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 2.0 1.2% 5 -0.2 pp -0.8 pp -0.9 pp -1.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.1% 7 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
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McAdam, LLC CIK 0001695490 0.802 516 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.8 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.8 0.5% 6 -0.7 pp -0.7 pp -0.9 pp -1.1 pp
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Vision Retirement, LLC CIK 0002069023 0.485 621 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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EFG International AG CIK 0002109868 0.615 1088 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GGM Financial LLC CIK 0002021722 0.308 265 1.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
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InvesTrust CIK 0002050848 0.267 95 1.7 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.7 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
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Operose Advisors LLC CIK 0001909750 0.647 522 1.7 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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ONE Advisory Partners, LLC CIK 0001819695 0.529 68 1.7 0.5% 5 -2.5 pp -3.9 pp -4.4 pp -5.4 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.7 0.9% 7 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.6 1.1% 6 -1.5 pp -1.4 pp -1.6 pp -2.2 pp
Campion Asset Management CIK 0001843492 0.531 83 1.6 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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Independence Bank of Kentucky CIK 0001730479 0.508 589 1.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Inspire Advisors, LLC CIK 0001810558 0.441 725 1.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.6 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.5 0.4% 5 -0.0 pp -0.6 pp -0.5 pp -0.5 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.5 0.5% 5 -0.6 pp -0.6 pp -0.7 pp -0.8 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.2 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.5 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Innova Wealth Partners CIK 0001888831 0.101 167 1.5 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.5 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 1.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.4 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.4 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.4 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 1.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.4 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.3 1.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.3 0.9% 5 -0.0 pp +0.3 pp +0.3 pp +0.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.197 148 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 1.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 1.3 0.8% 5 -0.0 pp -0.8 pp -0.7 pp -0.4 pp
Unify Financial Advisors CIK 0002126814 0.217 90 1.3 1.2% 2 -0.8 pp +1.2 pp +1.2 pp +1.2 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.3 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.8 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.3 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.3 0.7% 5 -1.1 pp -0.9 pp -0.8 pp -0.7 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 1.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Walleye Partners, LLC CIK 0002068376 0.441 59 1.2 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.2 0.7% 5 -1.6 pp -2.5 pp -2.7 pp -2.9 pp
LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.2 0.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 1.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.2 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
ASL Financial, LLC CIK 0002105933 0.440 99 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 1.2 0.6% 2 -2.1 pp +0.6 pp +0.6 pp +0.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 1.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sierra Capital LLC CIK 0001787274 0.509 228 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.2 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.1 0.6% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.1 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.1 0.7% 5 -0.5 pp -0.4 pp -0.5 pp -0.7 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 1.1 0.1% 7 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 1.1 0.3% 5 -0.7 pp -0.6 pp +0.0 pp -0.6 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 1.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 1.1 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 1.1 0.4% 5 -2.2 pp -2.7 pp +0.2 pp +0.2 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 1.0 0.9% 2 -1.4 pp +0.9 pp +0.9 pp +0.9 pp
Balefire, LLC CIK 0001750924 0.097 475 1.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Vantus Wealth LLC CIK 0002109783 0.080 236 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.0 0.8% 2 +0.1 pp +0.8 pp +0.3 pp +0.3 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.0 0.5% 5 -0.5 pp -0.3 pp -0.4 pp -0.6 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.0 0.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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FLP Wealth Management, LLC CIK 0002052024 0.103 65 1.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 1.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Allie Family Office LLC CIK 0001908612 0.456 107 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.156 105 1.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
25 LLC CIK 0001968777 0.795 80 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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BWM Planning, LLC CIK 0002039698 0.671 99 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.4% 5 -0.2 pp -1.3 pp -1.4 pp -1.6 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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DRW Securities, LLC CIK 0001481986 0.026 811 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Mission Financial Group, LLC CIK 0002113810 0.151 158 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.8 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Rossby Financial, LCC CIK 0002056510 0.207 2144 0.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CERTUITY, LLC CIK 0001800752 0.558 672 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.7 0.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.7 0.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 5 -0.2 pp -0.1 pp -1.0 pp -1.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.7 0.2% 5 -1.6 pp -1.5 pp -2.2 pp -2.1 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.7 0.1% 6 -0.2 pp -0.4 pp -0.4 pp -0.3 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 0.7 0.4% 2 -1.5 pp +0.4 pp +0.4 pp +0.4 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.7 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 0.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.7 0.1% 5 -1.5 pp -2.6 pp -2.7 pp -3.8 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.7 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 0.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.6 0.3% 5 -0.6 pp -0.9 pp -1.0 pp -1.4 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 0.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.6 0.5% 2 -2.8 pp +0.5 pp +0.5 pp +0.5 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Friday Financial CIK 0002048792 0.653 108 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 0.6 0.1% 5 -0.5 pp -1.6 pp -2.0 pp -3.1 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.6 0.1% 1 +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 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.6 0.4% 2 -1.3 pp +0.4 pp +0.4 pp +0.4 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.5 0.6% 3 +0.4 pp +0.2 pp +0.6 pp +0.6 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 5 -0.7 pp -1.3 pp -1.4 pp -2.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.5 0.3% 5 -0.7 pp -0.6 pp -0.6 pp -0.3 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.5 0.3% 5 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.5 0.3% 3 -0.2 pp -2.2 pp +0.3 pp +0.3 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madson Wealth Advisors Inc CIK 0002129795 0.260 97 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.5 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.5 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wright Wealth LLC CIK 0002046147 0.601 54 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.5 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Trust CIK 0001905128 0.729 334 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.5 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
Payne Capital LLC CIK 0002094426 0.375 59 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.5 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Citizens Business Bank CIK 0001948632 0.474 139 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CONNING INC. CIK 0000801051 0.496 327 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Town Capital LLC CIK 1871352 0.216 75 0.4 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
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NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.4 0.1% 5 -0.7 pp -1.2 pp -1.3 pp -1.7 pp
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REAP Financial Group, LLC CIK 0002048581 0.669 542 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.0% 3 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
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Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.5 pp -0.7 pp -0.9 pp -0.9 pp
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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
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ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.4 pp
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NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.8 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.0 0.0% 0 -5.5 pp -5.0 pp -4.9 pp -5.3 pp
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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
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Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -3.2 pp -3.3 pp +0.0 pp +0.0 pp
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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
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
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status