Signals

← Signals

☆EPD

1397 in-universe funds with a nonzero position in EPD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#467
Score / z0.398 / 0.49
Consensus491.89 over 1005 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-2% / 6.7d

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 ▾
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,323.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 830.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 721.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 620.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 578.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 559.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 542.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 478.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 462.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 453.5 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 417.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 391.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 352.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 345.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 290.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 280.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 258.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 258.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 201.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 200.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 177.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 171.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆FAIRHOLME CAPITAL MANAGEMENT LLC CIK 0001056831 0.964 13 169.0 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 157.8 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Hamlin Capital Management, LLC CIK 0001277403 0.815 30 154.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 145.4 0.0% 1 +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 118.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 116.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paralel Advisors LLC CIK 0001895911 0.889 126 113.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆REAVES W H & CO INC CIK 0000740913 0.781 94 111.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 104.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 101.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 97.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 80.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 74.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 67.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 64.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 63.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 63.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 61.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 60.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 60.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 59.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 58.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 57.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 57.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 55.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 54.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 54.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 54.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 48.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 47.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 47.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 42.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 41.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 40.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 40.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 40.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 40.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPERMAN LEON G CIK 0000898382 0.812 39 39.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 36.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 34.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TETRAD CORP CIK 0000883597 0.965 3 34.1 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 33.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 31.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 31.0 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 31.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 30.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 30.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 29.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SailingStone Capital Partners LLC CIK 0001608904 0.677 19 28.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 28.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 27.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIXIS CIK 0001274981 0.561 1107 27.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 27.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 26.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 26.6 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 23.9 25.5% 1 +25.5 pp +25.5 pp +25.5 pp +25.5 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 22.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 22.5 0.0% 1 +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 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 21.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 19.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 19.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 18.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 17.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 17.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 16.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 16.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 16.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 16.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 16.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 16.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 16.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆OSSIAM CIK 0001767471 0.182 680 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 15.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GAGNON SECURITIES LLC CIK 0001125725 0.312 83 15.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Funds Management LTD CIK 0001435028 0.536 174 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 13.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 13.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 12.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 11.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 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 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 11.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fogel Capital Management, Inc. CIK 0002011427 0.556 57 11.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 10.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 10.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 10.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gagnon Advisors, LLC CIK 0001599466 0.247 23 10.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 10.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 9.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Seven Post Investment Office LP CIK 0001554308 0.797 42 9.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 9.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 8.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 8.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 8.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 8.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.526 181 8.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ACCOUNT MANAGEMENT LLC CIK 0000769954 0.645 22 8.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 7.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 7.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Renaissance Investment Group LLC CIK 0001509508 0.431 84 7.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 6.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 6.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 6.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 6.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 6.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 5.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 5.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 5.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 4.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Canal Insurance CO CIK 0001313473 0.374 76 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 4.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HUTNER CAPITAL MANAGEMENT INC CIK 0000944733 0.566 43 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 0.484 36 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVENIR CORP CIK 0001033475 0.849 79 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 3.7 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 2.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 2.3 4.1% 3 -0.3 pp +0.3 pp +4.1 pp +4.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EDMP, INC. CIK 0001016021 0.245 70 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Applied Capital LLC/FL CIK 0001965393 0.206 92 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baer Investment Advisory LLC CIK 0002057153 0.301 25 2.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pinnacle West Asset Management, Inc. CIK 0001975730 0.130 104 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Silverberg Bernstein Capital Management LLC CIK 0002007880 0.426 70 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆R.H. Dinel Investment Counsel, Inc. CIK 0001598352 0.411 40 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 1.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lee Financial Co CIK 0001391166 0.828 162 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.465 184 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 1.5 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Samjo Management, LLC CIK 0001986590 0.308 58 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALBERT D MASON INC CIK 0001169318 0.145 139 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Overbrook Management Corp CIK 0001269786 0.459 68 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.556 85 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.0 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆South Street Advisors LLC CIK 0001399706 0.498 84 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Investment Co CIK 0002033920 0.419 73 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sippican Capital Advisors CIK 0001557406 0.154 111 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.P. Marvel Investment Advisors, LLC CIK 0001426755 0.742 64 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIAMANT ASSET MANAGEMENT, INC. CIK 0001731124 0.364 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Highlander Partners, L.P. CIK 0001903866 0.582 44 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schear Investment Advisers, LLC CIK 0001962838 0.282 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clare Market Investments LLC CIK 0002054098 0.513 173 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.4 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆R.H. Investment Group, LLC CIK 0002048733 0.373 47 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Harbour Investment Management & Counsel, LLC CIK 0001453526 0.371 36 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.3 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Omnia Family Wealth, LLC CIK 0001696136 0.745 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Enhancing Capital LLC CIK 0001909572 0.258 90 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kore Advisors LP CIK 0001971339 0.208 14 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Trust Capital Management L.P. CIK 0001604488 0.044 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.366 170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.1 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 EPD). Qtrs Held counts distinct quarters this fund has actually held EPD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EPD position size. Δ columns are the percentage-point change in EPD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status