Signals

IEFA

2640 in-universe funds with a nonzero position in IEFA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22
Score / z7.192 / 6.51
Consensus836.86 over 1602 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-47% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 18,386.2 1.3% 5 -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 9,519.9 0.6% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9,494.8 4.6% 4 -0.9 pp -1.1 pp -1.1 pp +4.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7,711.6 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,276.7 1.1% 4 +0.7 pp +0.8 pp +0.7 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,604.4 1.2% 4 +0.3 pp +0.3 pp +0.3 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,167.1 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,042.6 1.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,450.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,226.9 3.9% 4 +0.2 pp +0.2 pp +0.3 pp +3.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,090.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2,569.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,916.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,749.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,731.4 2.3% 4 +0.2 pp +0.4 pp +0.5 pp +2.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,521.9 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 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 1,495.0 0.6% 4 +0.2 pp +0.1 pp +0.3 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,395.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,039.4 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,039.2 1.1% 4 +0.1 pp +0.0 pp +0.5 pp +1.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,028.3 1.5% 4 -0.0 pp -0.2 pp -0.3 pp +1.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 927.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 922.3 3.4% 4 +0.4 pp +0.7 pp +0.8 pp +3.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 881.9 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 801.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 794.7 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 603.2 8.4% 4 +0.4 pp +0.5 pp +0.4 pp +8.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 590.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 558.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 537.5 4.7% 4 +0.1 pp +0.5 pp +0.4 pp +4.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 515.4 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 505.2 2.2% 4 +0.1 pp +0.4 pp +0.4 pp +2.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 487.1 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 481.4 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 456.8 2.8% 4 +0.1 pp -0.3 pp -0.5 pp +2.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 456.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 454.3 6.8% 4 -0.1 pp +0.4 pp +0.9 pp +6.8 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 423.5 6.1% 4 -0.5 pp +0.0 pp -0.0 pp +6.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 419.9 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 419.6 8.6% 4 +0.6 pp +0.7 pp +1.0 pp +8.6 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 414.2 4.9% 4 +0.3 pp +0.4 pp +0.3 pp +4.9 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 386.5 2.1% 4 +0.6 pp +0.7 pp +0.8 pp +2.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 383.2 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 364.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 356.9 12.2% 4 +0.7 pp +0.8 pp +0.8 pp +12.2 pp
Members Trust Co CIK 0001677560 0.939 170 352.5 11.7% 4 +2.8 pp +2.9 pp +2.9 pp +11.7 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 329.3 5.0% 4 +0.2 pp +0.3 pp +0.3 pp +5.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 323.9 9.0% 4 +1.3 pp +1.3 pp +0.9 pp +9.0 pp
Bell Bank CIK 0001002672 0.895 195 321.4 13.6% 4 +0.4 pp +0.6 pp +0.5 pp +13.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 321.0 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 320.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 319.3 3.8% 4 +0.2 pp +0.2 pp +0.3 pp +3.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 307.3 6.4% 4 +0.4 pp +0.8 pp +0.9 pp +6.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 302.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 299.4 1.5% 4 +0.0 pp -0.2 pp -0.3 pp +1.5 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 296.5 4.6% 4 -0.1 pp +0.5 pp +0.3 pp +4.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 284.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 279.6 14.5% 4 +0.1 pp -0.1 pp -0.2 pp +14.5 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 279.4 10.9% 4 +1.1 pp +1.1 pp +1.1 pp +10.9 pp
Haverford Trust Co CIK 0000842941 0.805 424 268.3 2.5% 4 +0.2 pp +0.2 pp +0.2 pp +2.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 262.1 1.3% 4 -0.1 pp -0.1 pp +0.8 pp +1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 261.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 261.0 1.4% 4 -1.4 pp -1.4 pp -1.3 pp +1.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 260.5 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 258.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 258.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 249.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 243.0 1.8% 4 +0.1 pp +0.2 pp -0.3 pp +1.8 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 236.0 1.6% 4 -0.0 pp -0.0 pp -0.3 pp +1.6 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 233.1 6.1% 4 +0.5 pp +1.0 pp +1.0 pp +6.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 232.8 9.8% 4 +0.7 pp +1.4 pp +2.2 pp +9.8 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 224.2 7.8% 4 -0.4 pp -1.0 pp +1.4 pp +7.8 pp
Investure, LLC CIK 0001476993 0.837 17 223.1 10.9% 4 +0.6 pp +0.1 pp -1.2 pp +10.9 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 218.4 9.6% 4 -0.5 pp -2.7 pp -2.6 pp +9.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 218.0 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 212.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 207.1 2.9% 4 +0.2 pp +0.2 pp -0.1 pp +2.9 pp
Matson Money. Inc. CIK 0001672512 0.979 9 203.9 6.3% 4 -0.1 pp -0.1 pp -0.0 pp +6.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 199.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 199.2 2.4% 4 +0.1 pp +0.3 pp +0.4 pp +2.4 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 199.2 21.7% 4 +0.8 pp +0.9 pp +1.0 pp +21.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 197.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 195.0 7.9% 4 +0.4 pp +1.4 pp +1.2 pp +7.9 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 193.5 1.9% 4 +0.0 pp -0.3 pp -0.1 pp +1.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 193.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 186.6 15.0% 4 -0.0 pp +0.1 pp -0.2 pp +15.0 pp
Passaic Partners LLC CIK 0001905809 0.898 16 184.4 22.3% 4 +1.4 pp +0.4 pp +2.0 pp +22.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 184.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 182.7 3.8% 4 +0.3 pp +0.4 pp +1.0 pp +3.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 180.0 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 175.1 6.3% 4 +0.3 pp +1.1 pp +0.8 pp +6.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 171.1 2.2% 4 +0.4 pp +0.5 pp +0.6 pp +2.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 168.4 8.2% 5 +0.3 pp +0.4 pp +0.3 pp +0.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 167.2 8.6% 4 -1.1 pp -0.9 pp -0.8 pp +8.6 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 162.1 12.1% 4 +0.2 pp +0.6 pp +0.9 pp +12.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 160.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 159.8 1.7% 6 +0.2 pp +0.3 pp +0.0 pp -0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 159.6 9.9% 4 +4.4 pp +4.4 pp +6.5 pp +9.9 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 156.3 5.0% 4 -0.9 pp -1.4 pp -1.6 pp +5.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 150.4 1.6% 4 -0.0 pp +0.0 pp +0.1 pp +1.6 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 148.2 0.7% 3 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 144.0 6.0% 4 +0.4 pp +0.6 pp +0.8 pp +6.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 140.9 12.5% 4 +0.1 pp +0.3 pp -0.3 pp +12.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 139.8 8.5% 4 -1.5 pp -1.5 pp -1.7 pp +8.5 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 139.4 2.9% 4 -3.1 pp -5.2 pp -5.2 pp +2.9 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 139.1 8.0% 4 +1.6 pp +1.8 pp -0.6 pp +8.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 134.4 3.4% 4 -0.1 pp -0.2 pp -0.4 pp +3.4 pp
UNC Management Company, Inc. CIK 0001911286 0.973 6 133.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 132.3 2.3% 4 +0.2 pp -0.2 pp -0.4 pp +2.3 pp
Wealthquest Corp CIK 0001632968 0.872 177 125.8 9.5% 3 +0.0 pp +0.1 pp +9.5 pp +9.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 125.4 0.7% 4 +0.0 pp -0.3 pp -0.4 pp +0.7 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 124.1 10.0% 4 +0.3 pp +0.2 pp -0.5 pp +10.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 123.1 1.7% 4 +0.2 pp +0.0 pp +0.2 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 122.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 121.5 2.1% 4 +0.0 pp -0.0 pp -0.2 pp +2.1 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 121.1 14.2% 2 -0.5 pp +14.2 pp -0.5 pp +14.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 120.7 0.5% 4 -0.2 pp -0.2 pp +0.4 pp +0.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 119.7 3.1% 4 -0.3 pp -0.1 pp -0.3 pp +3.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 119.0 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 118.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 118.4 2.2% 4 -0.1 pp -0.4 pp -0.5 pp +2.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 118.3 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 115.1 3.4% 4 +0.1 pp +0.1 pp +0.0 pp +3.4 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 111.2 7.8% 4 -2.1 pp -1.9 pp -0.8 pp +7.8 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 110.7 5.0% 4 +2.8 pp -0.1 pp +1.3 pp +5.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 110.5 3.6% 4 +0.0 pp -0.1 pp -0.5 pp +3.6 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 109.6 3.7% 4 +0.1 pp -0.2 pp -0.2 pp +3.7 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 109.4 1.2% 4 +0.5 pp +0.6 pp +0.6 pp +1.2 pp
Curi Capital, LLC CIK 0001332905 0.548 888 108.3 1.9% 4 +0.8 pp +1.0 pp +1.2 pp +1.9 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 107.8 9.7% 4 +0.4 pp +0.9 pp +0.9 pp +9.7 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 106.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 103.1 10.1% 4 +0.2 pp +0.2 pp -0.1 pp +10.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 102.9 2.3% 4 -0.1 pp -0.2 pp -0.3 pp +2.3 pp
Bangor Savings Bank CIK 0001352675 0.827 543 101.6 8.1% 4 +0.4 pp +0.7 pp +0.9 pp +8.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 101.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 99.5 4.0% 4 +0.5 pp +0.7 pp +0.9 pp +4.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 99.0 12.4% 4 +0.5 pp +1.3 pp +2.4 pp +12.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 98.5 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 97.6 11.3% 4 +1.3 pp +0.7 pp +0.2 pp +11.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 97.1 1.3% 4 +0.5 pp +0.5 pp +0.3 pp +1.3 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 93.9 10.8% 4 +0.3 pp -0.2 pp -0.4 pp +10.8 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 93.7 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 93.3 0.9% 4 -0.2 pp -0.2 pp -0.0 pp +0.9 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 93.3 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 93.2 3.2% 4 -0.0 pp +0.0 pp -0.1 pp +3.2 pp
Diversified Trust Co CIK 0001479844 0.817 1115 91.9 1.7% 4 +0.0 pp +0.1 pp +0.1 pp +1.7 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 91.2 2.1% 4 +0.3 pp -0.2 pp -0.1 pp +2.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 91.1 9.6% 6 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 90.8 6.8% 4 -1.0 pp -1.9 pp +0.4 pp +6.8 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 90.6 4.7% 4 +0.0 pp +0.0 pp +0.5 pp +4.7 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 89.3 2.5% 4 +0.2 pp +0.3 pp +0.5 pp +2.5 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 29.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 29.4 0.3% 4 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 29.3 2.9% 4 +0.5 pp +0.9 pp +0.9 pp +2.9 pp
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Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 29.1 6.2% 4 -1.0 pp -0.6 pp -0.3 pp +6.2 pp
Conrad N. Hilton Foundation CIK 0001729242 0.911 2 29.1 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 29.0 12.9% 4 +0.2 pp +0.5 pp +0.8 pp +12.9 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 28.8 5.9% 3 -2.0 pp -2.0 pp +5.9 pp +5.9 pp
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Waverly Advisors, LLC CIK 0001568787 0.673 1737 28.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 28.4 1.5% 4 +0.4 pp -0.1 pp -0.1 pp +1.5 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 28.3 2.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
RPTC Inc. CIK 0001714450 0.937 7 28.2 4.9% 4 +0.2 pp +0.2 pp +0.4 pp +4.9 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 28.1 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 28.0 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
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Neumann Capital Management, LLC CIK 0001631930 0.008 58 26.9 7.9% 4 +0.5 pp +0.6 pp +0.2 pp +7.9 pp
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Tarbox Family Office, Inc. CIK 0001599603 0.849 96 26.4 4.3% 4 -0.0 pp -0.4 pp -0.4 pp +4.3 pp
Montis Financial, LLC CIK 0001844314 0.565 152 26.4 5.5% 4 -0.5 pp -1.5 pp -2.7 pp +5.5 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 26.4 2.2% 4 +0.2 pp +0.0 pp -0.0 pp +2.2 pp
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Great Diamond Partners, LLC CIK 0001801112 0.308 238 25.6 4.9% 4 -0.0 pp -1.8 pp -0.1 pp +4.9 pp
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NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 25.1 0.9% 4 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Pine Ridge Advisers LLC CIK 0001845915 0.909 40 25.0 1.8% 4 +0.1 pp +0.1 pp +0.3 pp +1.8 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 24.8 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 24.8 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 24.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 24.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 24.1 14.0% 4 +1.0 pp +1.4 pp +1.8 pp +14.0 pp
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Martel Wealth Advisors LLC CIK 0002039437 0.898 61 23.5 4.0% 4 -0.1 pp -0.2 pp -0.3 pp +4.0 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 23.4 0.6% 4 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 23.4 18.9% 4 +0.1 pp +0.4 pp +0.1 pp +18.9 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 23.4 16.0% 4 +0.2 pp +0.2 pp +0.1 pp +16.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 23.2 6.0% 4 +0.5 pp +0.3 pp +0.2 pp +6.0 pp
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NEPC LLC CIK 0001424799 0.960 53 22.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
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LCNB CORP (LCNB) CIK 0001074902 0.390 184 22.9 7.7% 4 +0.7 pp +0.7 pp +1.1 pp +7.7 pp
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WLTH Capital Management, LLC CIK 0002112635 0.480 29 22.5 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 22.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 22.4 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 22.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 22.1 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 21.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
ROGCO, LP CIK 0001998892 0.631 224 21.4 7.2% 4 +0.2 pp +0.1 pp +0.3 pp +7.2 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 21.4 13.5% 4 +1.4 pp +0.8 pp +0.3 pp +13.5 pp
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INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 21.4 13.1% 4 -0.4 pp +6.2 pp +6.2 pp +13.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 21.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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McAdam, LLC CIK 0001695490 0.802 516 20.6 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 19.5 3.9% 4 +0.0 pp +0.1 pp +0.2 pp +3.9 pp
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EWA, LLC CIK 0001835252 0.457 332 7.8 1.8% 4 +0.6 pp +0.5 pp -0.1 pp +1.8 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 7.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
King Wealth Management Group CIK 0001568235 0.741 176 7.7 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 7.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 7.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 7.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 7.6 1.4% 4 -0.0 pp -0.1 pp -0.3 pp +1.4 pp
Auour Investments LLC CIK 0001789310 0.580 95 7.5 2.4% 4 +0.0 pp +0.2 pp +0.3 pp +2.4 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 7.5 3.0% 4 +0.4 pp +0.5 pp +0.6 pp +3.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 7.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Argent Trust Co CIK 0001625292 0.533 769 7.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Vericrest Private Wealth CIK 0001912300 0.443 44 7.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 7.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 7.4 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
NWAM LLC CIK 0001655006 0.392 684 7.3 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 7.3 2.2% 4 +0.2 pp +0.4 pp +0.5 pp +2.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 7.3 3.2% 4 +0.0 pp -0.1 pp -0.1 pp +3.2 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 7.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 7.2 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 7.2 1.0% 4 +0.0 pp -0.1 pp -0.3 pp +1.0 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 7.2 5.9% 4 -0.5 pp -1.0 pp -2.3 pp +5.9 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 7.1 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 7.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Lynch Investment Planning, LLC CIK 0002110354 0.596 56 7.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.9 0.8% 4 +0.5 pp +0.3 pp +0.3 pp +0.8 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 6.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 6.8 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
Avion Wealth CIK 0001792704 0.773 1750 6.8 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 6.8 0.5% 4 -0.0 pp -0.8 pp -0.9 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 6.7 2.5% 4 +0.2 pp +0.5 pp +1.0 pp +2.5 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 6.7 2.1% 4 +0.6 pp +0.4 pp +0.3 pp +2.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.7 1.8% 4 -0.1 pp -0.3 pp -0.3 pp +1.8 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 6.7 4.3% 4 +0.4 pp +0.7 pp +0.6 pp +4.3 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 6.6 0.6% 4 -0.3 pp -0.8 pp -0.9 pp +0.6 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 6.6 2.2% 4 -0.3 pp -0.7 pp -0.9 pp +2.2 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 6.5 2.4% 4 +0.1 pp +0.1 pp +1.2 pp +2.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 6.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
LTG Capital LLC CIK 0001936987 0.796 24 6.5 5.0% 4 +0.0 pp +1.9 pp +1.9 pp +5.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 6.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 6.4 6.4% 4 +4.0 pp +4.1 pp +4.0 pp +6.4 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 6.4 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
Curry Webb Wealth Management LLC CIK 2060114 0.602 67 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 6.4 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 6.4 1.5% 4 +0.1 pp +0.1 pp +0.3 pp +1.5 pp
Busey Bank CIK 0001427202 0.741 388 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 6.4 2.0% 4 +0.3 pp +0.0 pp -0.1 pp +2.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 6.3 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 6.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 6.3 1.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 6.3 2.7% 4 +0.8 pp +0.9 pp +0.9 pp +2.7 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 6.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 6.2 0.5% 4 +0.0 pp +0.0 pp -0.2 pp +0.5 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 6.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.2 0.3% 4 -0.0 pp -0.3 pp -0.3 pp +0.3 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 6.2 3.1% 4 +0.2 pp +0.5 pp +1.6 pp +3.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 6.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 6.1 3.2% 4 -0.0 pp -0.4 pp -0.5 pp +3.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 6.1 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 6.1 1.9% 3 -0.2 pp -0.3 pp +1.9 pp +1.9 pp
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HEADINVEST, LLC CIK 0001372130 0.306 217 6.1 1.2% 4 +0.7 pp +0.8 pp +1.0 pp +1.2 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 6.1 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 6.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Sequent Planning LLC CIK 0002009724 0.204 269 6.0 1.5% 3 +0.2 pp +0.5 pp +1.5 pp +1.5 pp
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ADE, LLC CIK 0001845950 0.661 93 5.9 2.8% 4 +0.0 pp +0.1 pp +0.1 pp +2.8 pp
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Carrera Capital Advisors CIK 0002035329 0.443 210 5.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
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Snider Financial Group CIK 0001820681 0.424 103 5.9 1.8% 4 +1.1 pp +1.1 pp +1.2 pp +1.8 pp
TFB Advisors LLC CIK 0001965201 0.232 190 5.9 3.1% 4 +1.0 pp +0.9 pp +1.4 pp +3.1 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 5.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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SELDON CAPITAL LP CIK 0001867731 0.151 74 5.7 2.1% 4 +0.1 pp +0.2 pp -0.2 pp +2.1 pp
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OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 4.6 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 4.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 4.6 3.2% 4 +0.2 pp -0.1 pp -0.1 pp +3.2 pp
Rinkey Investments CIK 0001730774 0.601 128 4.6 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Boyd Wealth Management, LLC CIK 0001846114 0.522 47 4.5 1.9% 4 +0.0 pp +0.1 pp +0.1 pp +1.9 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 4.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 4.5 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
Trust Point Inc. CIK 0001635633 0.568 463 4.5 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
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Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 4.5 0.8% 4 -0.2 pp -0.2 pp -0.2 pp +0.8 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 4.5 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 4.5 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 4.4 2.8% 4 -0.0 pp -0.0 pp -0.1 pp +2.8 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 4.4 0.4% 4 -0.1 pp -0.1 pp -0.5 pp +0.4 pp
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Diversified Enterprises, LLC CIK 0002037264 0.848 425 4.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 4.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
REDW Wealth LLC CIK 0001688931 0.503 104 4.3 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
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Ellis Investment Partners, LLC CIK 0001765590 0.474 285 4.3 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Schiavi & Co LLC CIK 0001840014 0.886 60 4.3 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 4.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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Global Trust Wealth Management LLC CIK 0002065265 0.224 75 4.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Advisor OS, LLC CIK 0001767580 0.509 586 4.3 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 4.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
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Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.1 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 4.0 2.1% 4 +0.4 pp +0.9 pp +0.8 pp +2.1 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 4.0 1.2% 4 -0.3 pp -0.2 pp -0.2 pp +1.2 pp
Helium Advisors LLC CIK 0002056653 0.215 107 4.0 3.8% 4 -0.5 pp -2.0 pp -2.1 pp +3.8 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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JT Stratford LLC CIK 0001689013 0.376 321 3.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Stolper Co CIK 0001808195 0.048 91 3.9 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
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Financial Planning Navigators CORP CIK 0002102043 0.755 70 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Jump Financial, LLC CIK 0001831577 0.000 1935 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 3.8 0.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
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BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 3.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Invst, LLC CIK 0001867587 0.314 343 3.7 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
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Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.6 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
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Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 3.6 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Inscription Capital, LLC CIK 0001767868 0.329 789 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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MOTCO CIK 0001306333 0.349 840 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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IF Advisors, LLC CIK 0002109472 0.403 60 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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One Day In July LLC CIK 0001823172 0.854 167 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.2 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAWOOD & CO CIK 0002109484 0.128 95 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.4 0.2% 4 -1.1 pp -7.2 pp -7.6 pp +0.2 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sage Investment Advisers LLC CIK 0001925418 0.283 98 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.3 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -3.5 pp -5.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -10.2 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp -23.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -2.1 pp -2.2 pp -4.7 pp +0.0 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -6.1 pp -5.1 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -2.5 pp -2.5 pp -2.6 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -7.8 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.2 pp -1.6 pp -1.6 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -1.0 pp -0.9 pp -1.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -4.7 pp -4.7 pp -4.7 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -4.0 pp -4.1 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp -3.9 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -4.9 pp -5.5 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.0 0.0% 0 +0.0 pp -0.4 pp -2.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 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 IEFA). Qtrs Held counts distinct quarters this fund has actually held IEFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEFA position size. Δ columns are the percentage-point change in IEFA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status