Signals

GDX

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

Flow ranking

Rank#23723
Score / z-0.377 / -0.50
Consensus245.45 over 515 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-17% / 2.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 725.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 561.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 546.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 364.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 339.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 207.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 181.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 167.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 166.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Slate Path Capital LP CIK 0001559706 0.201 40 123.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 99.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 77.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 69.7 11.5% 2 +2.5 pp +11.5 pp +11.5 pp +11.5 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 68.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 64.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 58.2 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 57.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 56.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 54.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 52.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ion Asset Management Ltd. CIK 0001603837 0.202 61 51.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 46.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 43.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 43.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vanderbilt University CIK 0001825985 0.404 74 42.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 41.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Panview Capital Ltd CIK 0002035224 0.562 14 40.0 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 38.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 34.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 34.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 30.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 25.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LMR Partners LLP CIK 0001578621 0.225 1167 24.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WS MANAGEMENT LLLP CIK 0000877338 0.651 31 24.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 21.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 20.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 20.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 18.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 18.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 18.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 17.9 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 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 17.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 16.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 15.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 14.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 14.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
Forest Hill Capital, LLC CIK 0001316550 0.832 21 14.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 13.4 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 13.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 12.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 12.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
MENLO ADVISORS LLC CIK 0001279708 0.524 30 12.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
CW Advisors, LLC CIK 0001904976 0.000 0 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 12.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 12.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 11.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 11.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 10.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 10.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Crocodile Capital Partners GmbH CIK 0001956498 0.772 12 10.4 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 9.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 9.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 9.4 8.7% 2 -2.7 pp +8.7 pp +8.7 pp +8.7 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 8.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 8.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
White Pine Investment CO CIK 0001318259 0.426 72 8.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 8.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 8.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 8.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.197 148 7.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 7.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 7.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TT Capital Management LLC CIK 0002056338 0.378 77 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Washington CORP CIK 0001390043 0.501 51 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 6.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freemont Management S.A. CIK 0001609120 0.000 11 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 5.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 5.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Apriem Advisors CIK 0001425165 0.679 182 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Encompass More Asset Management CIK 0002011218 0.126 270 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valence8 US LP CIK 0001943819 0.533 15 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DME Capital Management, LP CIK 0001489933 0.694 46 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 3.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FIL Ltd CIK 0000318989 0.878 1140 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LSP Investment Advisors, LLC CIK 0001728850 0.776 18 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 3.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 3.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 3.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.2 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 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drum Hill Capital, LLC CIK 0002054679 0.274 45 3.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capula Management Ltd CIK 0001557017 0.914 303 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 2.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
S&CO INC CIK 0001082461 0.523 222 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Arkos Global Advisors CIK 0001769089 0.805 124 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 1.8 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 1.7 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoSphere Capital Management, LLC CIK 0001426876 0.099 38 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Madrid Financial Services CIK 0002135336 0.540 26 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NATIXIS CIK 0001274981 0.561 1107 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellevue Group AG CIK 0001674546 0.451 148 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARD ASSOCIATES INC CIK 0001105907 0.295 292 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.3 0.1% 1 +0.1 pp -1.0 pp +0.1 pp +0.1 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.1 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Community Bank, N.A. CIK 0001632187 0.503 530 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allegheny Financial Group CIK 0001844148 0.552 305 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lane Generational LLC CIK 0001901384 0.110 43 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Argent Trust Co CIK 0001625292 0.533 769 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 0.116 44 0.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WT Wealth Management CIK 0001780507 0.246 138 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Creek Capital, LP CIK 0001731132 0.153 66 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 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
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oppenheimer & Close, LLC CIK 0001591377 0.233 57 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Phraction Management LLC CIK 0001907803 0.444 65 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.5 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 0.5 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
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BARINGS LLC CIK 0000009015 0.845 191 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ionic Capital Management LLC CIK 0001386462 0.013 103 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Main Management LLC CIK 0001583092 0.804 95 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ACAS, LLC CIK 0001859505 0.399 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 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 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 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
North Forty Two & Co. CIK 0002055134 0.221 104 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 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 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 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
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.2 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 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMER ROAD LLC CIK 0001604873 0.856 21 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.648 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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
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
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 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
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 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
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +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
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 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 0.0 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
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
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
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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 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
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
Tidemark, LLC CIK 0002009591 0.305 935 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
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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 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
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 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
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
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GDX). Qtrs Held counts distinct quarters this fund has actually held GDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GDX position size. Δ columns are the percentage-point change in GDX'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