Signals

IEFA

2767 in-universe funds with a nonzero position in IEFA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#15
Score / z12.025 / 14.49
Consensus876.40 over 1655 funds
Momentum-0.16 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest-69% / 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 19,778.0 1.3% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10,841.0 4.3% 5 -0.2 pp -1.1 pp -1.4 pp -1.3 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 10,299.5 0.5% 7 -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 8,763.1 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,723.2 1.1% 5 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,746.5 1.1% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,613.0 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,447.4 1.2% 6 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,732.6 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,602.4 1.9% 1 +1.9 pp +1.9 pp -0.1 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,476.0 3.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,306.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2,885.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 2,608.7 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,996.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,913.3 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,639.9 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,554.7 1.9% 5 -0.5 pp -0.2 pp -0.1 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,450.1 0.3% 5 -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 1,357.8 4.0% 1 +4.0 pp +4.0 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 1,172.4 0.4% 5 -0.2 pp -0.0 pp -0.1 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,120.7 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,116.2 1.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 1,045.3 4.6% 5 +2.5 pp +3.1 pp +3.2 pp +3.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,022.7 0.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1,002.2 3.3% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 983.0 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 922.8 1.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 894.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 853.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 725.8 1.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 654.1 8.0% 5 -0.4 pp -0.0 pp +0.1 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 626.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 625.2 0.7% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 622.2 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 610.9 4.5% 5 -0.1 pp -0.0 pp +0.4 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 593.4 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 558.8 2.0% 5 -0.2 pp -0.0 pp +0.3 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 549.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 519.2 1.5% 5 +1.3 pp +1.3 pp +1.4 pp +1.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 485.9 2.7% 5 -0.1 pp +0.0 pp -0.4 pp -0.6 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 469.0 6.0% 5 -0.1 pp -0.6 pp -0.1 pp -0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 465.0 5.5% 5 -1.2 pp -1.3 pp -0.8 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 447.7 0.9% 4 -0.1 pp +0.0 pp +0.1 pp +0.9 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 441.1 4.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 402.7 3.0% 3 -0.2 pp -0.2 pp +3.0 pp +3.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 399.9 0.3% 4 -0.1 pp +0.3 pp +0.2 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 392.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 387.1 12.7% 5 +0.5 pp +1.2 pp +1.3 pp +1.3 pp
Members Trust Co CIK 0001677560 0.939 170 376.6 11.7% 5 +0.0 pp +2.8 pp +2.9 pp +2.9 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 372.0 5.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 363.4 4.8% 5 +0.2 pp +0.2 pp +0.7 pp +0.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 357.9 6.6% 5 +0.2 pp +0.6 pp +1.0 pp +1.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 355.1 7.7% 5 -1.3 pp +0.0 pp +0.1 pp -0.4 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 352.2 3.8% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 348.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 347.2 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 342.3 11.7% 5 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
Bell Bank CIK 0001002672 0.895 195 340.3 13.0% 5 -0.6 pp -0.2 pp -0.0 pp -0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 331.3 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 328.3 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 303.4 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 303.2 1.5% 5 +0.0 pp -1.3 pp -1.4 pp -1.2 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 300.2 14.1% 5 -0.3 pp -0.2 pp -0.5 pp -0.6 pp
Haverford Trust Co CIK 0000842941 0.805 424 299.1 2.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 281.1 2.1% 5 +0.3 pp +0.4 pp +0.5 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 277.2 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 274.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 267.6 2.6% 5 +1.9 pp +1.8 pp +1.8 pp +1.8 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 263.8 9.8% 5 -0.0 pp +0.7 pp +1.4 pp +2.2 pp
Creative Planning CIK 0001540235 0.979 4196 262.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 256.0 6.0% 5 -0.1 pp +0.4 pp +0.9 pp +0.9 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 247.4 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 243.6 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 241.5 7.9% 5 +1.6 pp +1.9 pp +2.7 pp +2.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 233.0 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 230.6 3.4% 5 -0.4 pp -0.1 pp -0.0 pp +0.6 pp
Passaic Partners LLC CIK 0001905809 0.898 16 229.7 22.0% 5 -0.4 pp +1.1 pp +0.0 pp +1.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 223.8 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 223.0 2.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 221.8 2.7% 5 -0.2 pp +0.0 pp -0.1 pp -0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 221.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Matson Money. Inc. CIK 0001672512 0.979 9 217.5 6.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 216.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 212.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 210.2 20.7% 5 -1.1 pp -0.3 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 208.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 206.3 14.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.5 pp
Balentine LLC CIK 0001586678 0.932 243 205.1 7.3% 5 -0.6 pp -0.2 pp +0.8 pp +0.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 204.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 200.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 198.6 1.9% 5 +0.0 pp +0.1 pp -0.3 pp -0.1 pp
UNC Management Company, Inc. CIK 0001911286 0.973 6 196.8 9.5% 2 +1.4 pp +9.5 pp +9.5 pp +9.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 193.4 0.3% 6 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Investure, LLC CIK 0001476993 0.837 17 189.0 11.8% 5 +0.9 pp +1.5 pp +1.0 pp -0.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 182.2 2.3% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 179.5 7.8% 6 -0.4 pp -0.1 pp +0.0 pp -0.1 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 179.4 8.4% 5 -0.2 pp -1.3 pp -1.1 pp -1.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 176.3 0.6% 4 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 174.1 4.8% 5 -0.1 pp -1.0 pp -1.6 pp -1.7 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 173.8 2.2% 5 -0.8 pp -3.8 pp -6.0 pp -5.9 pp
National Philanthropic Trust CIK 0001785342 0.575 409 168.1 2.4% 7 +0.7 pp +0.9 pp +1.0 pp +0.7 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 164.9 1.6% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 160.4 5.9% 5 -0.2 pp +0.3 pp +0.5 pp +0.7 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 155.6 7.9% 5 -0.1 pp +1.4 pp +1.7 pp -0.8 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 151.4 11.7% 5 -0.8 pp -0.7 pp -0.4 pp -1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 149.1 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 147.2 8.7% 5 +0.2 pp -1.3 pp -1.3 pp -1.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 146.8 0.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 144.5 0.7% 5 -0.6 pp -0.7 pp -0.7 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 143.6 0.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 140.3 3.2% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 137.8 2.0% 5 -0.3 pp -0.2 pp -0.5 pp -0.7 pp
Wealthquest Corp CIK 0001632968 0.872 177 137.1 8.6% 4 -0.9 pp -0.9 pp -0.7 pp +8.6 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 135.9 9.7% 5 -0.3 pp -0.0 pp -0.1 pp -0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 135.6 0.5% 5 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 134.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 133.7 1.7% 5 -0.0 pp +0.2 pp +0.0 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 132.5 2.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 129.8 3.0% 5 -0.2 pp -0.5 pp -0.2 pp -0.5 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 129.5 2.0% 5 -0.2 pp -0.3 pp -0.6 pp -0.6 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 128.8 7.2% 5 -2.7 pp +1.6 pp +1.7 pp +3.8 pp
Curi Capital, LLC CIK 0001332905 0.548 888 124.9 1.9% 5 +0.0 pp +0.8 pp +1.0 pp +1.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 124.4 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 123.7 3.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 119.4 3.3% 5 -0.4 pp -0.3 pp -0.5 pp -0.6 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 118.5 7.7% 5 -0.0 pp -2.2 pp -2.0 pp -0.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 118.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 116.9 9.3% 5 -0.4 pp +0.1 pp +0.5 pp +0.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 115.6 3.2% 5 -0.4 pp -0.3 pp -0.5 pp -0.9 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 114.9 4.1% 5 +0.1 pp +0.6 pp +0.8 pp +1.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 112.5 13.3% 5 +0.9 pp +1.4 pp +2.1 pp +3.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 111.4 1.3% 5 -0.0 pp +0.5 pp +0.5 pp +0.3 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 109.8 9.8% 5 -0.3 pp -0.1 pp -0.1 pp -0.4 pp
Bangor Savings Bank CIK 0001352675 0.827 543 109.8 8.1% 5 -0.0 pp +0.3 pp +0.7 pp +0.9 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 108.7 12.0% 3 -2.2 pp -2.7 pp +12.0 pp -2.7 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 107.4 3.5% 5 -4.3 pp -4.7 pp -5.3 pp -2.9 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 106.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 106.6 0.9% 5 -0.3 pp +0.2 pp +0.3 pp +0.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 105.9 1.0% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 105.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 105.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 104.9 2.1% 5 -0.0 pp +0.3 pp -0.2 pp -0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 104.2 0.7% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 103.4 2.2% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 102.3 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 101.0 10.3% 5 -0.5 pp -0.2 pp -0.7 pp -0.9 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 100.9 3.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 100.0 6.6% 5 -0.2 pp -1.3 pp -2.1 pp +0.2 pp
Diversified Trust Co CIK 0001479844 0.817 1115 99.7 1.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 97.9 9.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 90.2 1.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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True Link Financial Advisors, LLC CIK 0001846236 0.000 104 86.0 5.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 83.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 83.2 2.4% 5 -0.3 pp -0.3 pp -0.5 pp +1.9 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 80.6 9.6% 5 -0.3 pp -1.1 pp -0.9 pp -0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 80.3 0.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 80.2 17.8% 5 -4.6 pp -4.8 pp +1.9 pp +0.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 79.4 1.7% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 78.6 8.1% 5 -0.4 pp +0.4 pp +0.8 pp +1.1 pp
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AlphaCore Capital LLC CIK 0001713662 0.482 1478 76.1 1.4% 5 +0.1 pp +0.5 pp +0.6 pp +0.7 pp
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Opus Capital Group, LLC CIK 0001330325 0.771 150 75.5 7.3% 5 -0.3 pp -0.4 pp -0.5 pp +3.8 pp
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Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 73.6 3.9% 5 -0.6 pp -0.0 pp -0.4 pp -0.5 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 73.0 7.0% 5 +0.1 pp +0.3 pp +0.1 pp -0.3 pp
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RMR Wealth Builders CIK 0001803848 0.732 316 72.7 4.5% 5 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
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INTRUST BANK NA CIK 0001034771 0.638 416 71.2 5.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
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Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 70.4 9.4% 7 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
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Orgel Wealth Management, LLC CIK 0001658535 0.871 113 68.3 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 66.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 66.6 17.6% 5 -1.5 pp -3.6 pp -3.6 pp -4.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 66.3 3.4% 5 +0.2 pp +0.1 pp +0.3 pp +0.6 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 66.2 6.3% 5 -0.2 pp +0.0 pp -0.7 pp -1.0 pp
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71 West Capital Partners CIK 0002111530 0.838 382 63.4 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
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CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 61.6 5.0% 1 +5.0 pp +0.7 pp +0.7 pp +0.7 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 61.3 5.5% 5 -0.8 pp +5.5 pp -0.2 pp -0.1 pp
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Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 60.2 0.5% 7 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 60.1 3.3% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
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WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 57.8 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 57.4 6.4% 5 -0.2 pp -1.2 pp -1.0 pp -1.0 pp
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Ledyard National Bank CIK 0001310658 0.559 255 56.2 4.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
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Fusion Family Wealth, LLC CIK 0001696209 0.940 50 55.7 3.7% 5 -0.3 pp -0.3 pp +0.0 pp -0.2 pp
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KINTRA WEALTH, LLC CIK 0001904432 0.361 514 53.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 52.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 52.3 4.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 51.7 3.3% 5 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 51.6 4.2% 5 -0.8 pp +0.5 pp +0.1 pp -1.4 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 51.6 1.8% 5 +0.4 pp -0.1 pp -0.3 pp -0.7 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 51.4 5.4% 6 -0.8 pp -0.8 pp -0.7 pp -1.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 51.2 3.3% 5 +0.3 pp +1.6 pp +1.1 pp +1.4 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 51.1 1.7% 5 -0.0 pp +0.4 pp +0.9 pp +1.1 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 49.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 48.8 0.6% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 48.7 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 48.7 9.2% 5 -1.6 pp -1.7 pp -1.4 pp -1.7 pp
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VICUS CAPITAL CIK 0001544806 0.660 268 47.8 3.1% 5 -0.2 pp -0.1 pp -1.6 pp -5.7 pp
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Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 47.5 14.6% 5 -0.5 pp +6.4 pp +6.6 pp +6.4 pp
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MTC Wealth Management LLC CIK 0001821455 0.811 14 33.1 14.8% 5 -0.1 pp +4.6 pp +4.7 pp +4.7 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 33.0 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 32.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 32.0 4.5% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
Coastline Trust Co CIK 0001324279 0.630 406 32.0 2.8% 5 -0.1 pp +0.4 pp +0.8 pp +0.9 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 31.9 12.5% 5 -0.5 pp -0.3 pp +0.0 pp +0.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 31.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 31.8 0.5% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 31.8 5.1% 5 -0.3 pp +0.4 pp +2.9 pp +3.1 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 31.5 5.9% 5 -0.2 pp -1.3 pp -0.8 pp -0.6 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 31.2 5.8% 4 -0.1 pp -2.1 pp -2.1 pp +5.8 pp
Conrad N. Hilton Foundation CIK 0001729242 0.912 2 31.0 5.4% 2 -7.3 pp +5.4 pp +5.4 pp +5.4 pp
Community Bank, N.A. CIK 0001632187 0.503 530 30.9 3.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 30.8 17.0% 5 -1.0 pp -1.2 pp -3.2 pp -3.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 30.8 0.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 30.8 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 30.6 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 30.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 30.5 2.1% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
RPTC Inc. CIK 0001714450 0.937 7 30.5 5.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 30.1 0.4% 4 -0.1 pp -0.0 pp +0.3 pp +0.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 29.5 4.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 29.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.7 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 29.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 28.8 14.2% 5 +0.2 pp +1.2 pp +1.6 pp +2.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 28.4 2.1% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 28.0 4.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 28.0 8.5% 5 -0.3 pp +0.2 pp +0.7 pp +0.6 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 27.9 2.5% 5 -0.5 pp -1.1 pp -1.3 pp -1.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 27.7 5.7% 5 +0.2 pp -0.3 pp -1.3 pp -2.5 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 27.6 4.0% 5 -0.3 pp -0.3 pp -0.8 pp -0.7 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 27.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 27.4 4.7% 5 -0.2 pp -0.2 pp -2.0 pp -0.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 27.4 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 27.3 5.6% 5 -0.9 pp -0.7 pp -0.4 pp -0.7 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 27.1 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 26.9 0.9% 5 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 26.6 1.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 26.4 5.2% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 26.1 4.4% 5 -0.3 pp -0.1 pp -0.0 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 26.0 2.5% 5 +0.0 pp +1.4 pp +1.7 pp +2.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 25.8 17.8% 5 -1.0 pp -1.0 pp -0.6 pp -0.9 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 25.7 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
10Elms LLP CIK 0002056650 0.266 526 25.6 10.8% 5 -0.0 pp +0.7 pp +1.3 pp +1.3 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 25.6 15.5% 5 +0.5 pp -0.4 pp -0.4 pp -0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 25.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 25.2 15.4% 5 -0.6 pp -0.4 pp -0.4 pp -0.5 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 25.1 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
WLTH Capital Management, LLC CIK 0002112635 0.481 29 25.0 16.1% 2 -2.7 pp +16.1 pp +16.1 pp +16.1 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 25.0 3.4% 4 -0.2 pp +0.0 pp +0.3 pp +3.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 25.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 24.8 0.8% 5 +0.0 pp +0.2 pp +0.2 pp -0.2 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 24.8 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 24.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 24.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 24.7 7.6% 5 -0.1 pp +0.6 pp +0.6 pp +1.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 24.6 6.0% 5 -0.0 pp +0.5 pp +0.3 pp +0.2 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 24.6 3.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
NEPC LLC CIK 0001424799 0.960 53 24.5 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 24.4 0.6% 5 -0.1 pp -0.0 pp -0.5 pp -0.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 24.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 24.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 24.1 12.2% 5 -0.9 pp -1.3 pp +5.3 pp +5.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 24.1 0.6% 5 -0.1 pp +0.1 pp +0.0 pp +0.4 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 24.1 6.3% 5 +0.0 pp +0.1 pp +0.9 pp +2.4 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 24.0 13.4% 5 -0.2 pp +1.2 pp +0.6 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 23.9 4.9% 5 -0.2 pp +0.1 pp +0.7 pp +1.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 23.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 23.9 4.5% 5 +0.1 pp +0.1 pp -0.3 pp -0.1 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 23.9 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 23.8 0.8% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mann Financial Group, Inc. CIK 0002093991 0.749 34 23.7 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
One Capital Management, LLC CIK 0001606588 0.779 522 23.4 0.7% 5 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 23.3 4.9% 5 -0.1 pp +0.1 pp +0.2 pp -0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 23.2 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ROGCO, LP CIK 0001998892 0.631 224 23.1 7.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.3 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 23.1 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 22.9 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 22.8 3.0% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.7 0.4% 5 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
HILLMAN CO CIK 0001036288 0.368 14 22.6 8.0% 4 -6.0 pp +0.7 pp +1.7 pp +8.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 22.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 22.4 3.4% 5 +0.3 pp +0.4 pp -0.2 pp -0.5 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 22.3 0.7% 5 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 22.2 1.9% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 22.2 9.3% 5 +0.3 pp +1.8 pp +2.3 pp +2.4 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 22.0 1.1% 5 +0.1 pp +0.5 pp +0.7 pp +1.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 22.0 4.4% 5 +0.1 pp +0.5 pp +1.0 pp +1.2 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 21.9 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 21.9 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LPWM LLC CIK 0001801101 0.514 98 21.9 4.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Columbia Bank CIK 0002017259 0.353 165 21.8 4.9% 5 +0.4 pp +1.0 pp +1.1 pp +1.4 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 21.8 5.6% 6 +2.2 pp +3.9 pp +3.9 pp +4.0 pp
Shelter Ins Retirement Plan CIK 0001455290 0.838 8 21.7 21.5% 5 -1.1 pp -0.2 pp -0.1 pp -0.4 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 21.5 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 21.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 21.3 4.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 21.2 3.7% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 21.1 3.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 21.0 6.8% 5 -0.3 pp +0.1 pp +0.3 pp +0.1 pp
ERn Financial, LLC CIK 0001768302 0.529 161 20.9 3.5% 5 -0.1 pp +0.1 pp +0.4 pp +0.5 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 20.9 5.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.5 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 20.8 1.3% 5 +0.2 pp +0.3 pp +0.7 pp +0.9 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 20.7 1.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 20.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 20.7 4.2% 5 -0.4 pp -0.6 pp -0.5 pp -0.8 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 20.5 6.5% 7 -0.9 pp -0.7 pp -0.7 pp -1.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 20.4 4.7% 5 -0.3 pp -0.6 pp -0.6 pp -0.4 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 20.3 2.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 20.2 0.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 20.1 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 19.9 1.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 19.9 2.6% 5 +0.1 pp +0.7 pp +1.0 pp +1.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 19.9 4.1% 5 -0.4 pp -0.5 pp -0.3 pp -2.5 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 19.8 6.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.3 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 19.7 3.2% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 19.6 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 19.5 3.8% 5 -0.0 pp +0.2 pp +1.0 pp +0.8 pp
ALONGSIDE, LLC CIK 2113496 0.043 190 19.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 19.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 19.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 19.3 1.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.3 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 19.2 1.6% 2 -0.0 pp +1.6 pp +1.4 pp +1.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 19.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 18.8 3.1% 5 -0.2 pp -0.2 pp +2.5 pp +2.5 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 18.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 18.7 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 18.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 18.5 6.9% 5 +0.5 pp +0.7 pp +1.4 pp -0.4 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 18.5 0.8% 5 -8.8 pp -9.3 pp -11.5 pp -11.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 18.5 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 18.4 11.4% 5 +1.3 pp +1.1 pp +0.8 pp -0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 18.2 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 18.1 7.5% 5 -0.4 pp -0.1 pp +0.4 pp +0.9 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 17.9 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 17.7 0.4% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 17.6 2.9% 5 -5.6 pp -5.8 pp -6.3 pp -6.6 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 17.5 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 17.3 2.8% 5 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 17.3 7.5% 5 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 17.2 3.7% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 17.2 5.3% 5 -0.2 pp +0.0 pp -0.0 pp +0.3 pp
Certified Advisory Corp CIK 0001731732 0.386 327 17.0 1.4% 5 -0.0 pp +0.2 pp +0.4 pp +0.6 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 17.0 2.0% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Next Capital Management LLC CIK 0001752762 0.504 138 17.0 4.6% 5 +0.2 pp +0.4 pp +0.7 pp +1.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 16.8 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 16.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Field & Main Bank CIK 0001594492 0.202 271 16.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 16.8 1.9% 5 +0.5 pp -0.1 pp -0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 16.8 1.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Cassilly Financial Group LLC CIK 0002090777 0.265 75 16.8 12.2% 2 -0.8 pp +12.2 pp +12.2 pp +12.2 pp
Main Management LLC CIK 0001583092 0.804 95 16.8 1.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 16.7 0.8% 5 -0.7 pp -0.3 pp -0.7 pp -0.7 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 16.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.7 0.5% 6 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 16.6 3.2% 5 +0.4 pp +0.5 pp +0.7 pp +1.0 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 16.4 7.9% 5 -0.1 pp +0.5 pp +0.6 pp +0.6 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 16.4 1.3% 5 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 16.3 8.0% 5 -0.0 pp -0.4 pp -0.1 pp +0.9 pp
P/E Global LLC CIK 0001910344 0.967 8 16.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 16.3 3.0% 5 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
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Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 8.5 3.1% 5 +0.1 pp +0.5 pp +0.6 pp +0.7 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 8.5 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 8.5 3.9% 5 +0.7 pp +0.6 pp +1.6 pp +1.8 pp
Roundview Capital LLC CIK 0001476804 0.530 349 8.5 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 8.5 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 8.5 2.1% 5 -0.1 pp +0.1 pp +0.3 pp +0.4 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.5 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 8.5 2.0% 5 -0.3 pp -0.3 pp -0.6 pp -0.7 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 8.4 4.5% 4 -0.2 pp -0.4 pp -0.3 pp +4.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 8.3 2.3% 5 +1.2 pp +1.4 pp +1.3 pp +1.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.3 0.3% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 8.3 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Lynch Investment Planning, LLC CIK 0002110354 0.596 56 8.3 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
Sheridan Capital Management, LLC CIK 0001926753 0.757 31 8.2 3.9% 4 -0.2 pp -0.0 pp -0.2 pp +3.9 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 8.1 3.0% 5 -0.7 pp -1.3 pp -0.6 pp -0.6 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.1 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
EWA, LLC CIK 0001835252 0.457 332 8.0 1.5% 5 -0.3 pp +0.3 pp +0.2 pp -0.4 pp
Auour Investments LLC CIK 0001789310 0.580 95 7.9 2.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 7.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vericrest Private Wealth CIK 0001912300 0.443 44 7.9 7.0% 2 +0.3 pp +7.0 pp +7.0 pp +7.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 7.8 3.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 7.8 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 7.7 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 7.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 7.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 7.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 7.6 0.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.4 pp
Sequent Planning LLC CIK 0002009724 0.204 269 7.6 1.6% 4 +0.2 pp +0.4 pp +0.6 pp +1.6 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.6 0.7% 5 -0.1 pp +0.4 pp +0.2 pp +0.2 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 7.5 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
Coral Wealth Management, LLC CIK 0002135133 0.067 17 7.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.4 1.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 7.4 3.0% 5 +1.1 pp +2.3 pp +2.6 pp +2.8 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 7.4 4.2% 5 -0.2 pp +0.2 pp +0.6 pp +0.5 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 7.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 7.3 5.5% 5 -0.9 pp +3.1 pp +3.2 pp +3.1 pp
Curry Webb Wealth Management LLC CIK 2060114 0.602 67 7.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 7.3 5.3% 5 -0.7 pp -1.2 pp -1.7 pp -3.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 7.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Up Capital Management, Inc. CIK 0002117787 0.601 20 7.3 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
Sculati Wealth Management, LLC CIK 0001803397 0.397 123 7.3 2.4% 5 -0.0 pp +0.2 pp +0.4 pp +0.9 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 7.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Macco Financial Group, Inc. CIK 0002111816 0.527 22 7.2 4.7% 2 -3.6 pp +4.7 pp +4.7 pp +4.7 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 7.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 7.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 7.1 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 7.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 7.0 2.1% 5 -0.1 pp -0.4 pp -0.8 pp -0.9 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 7.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LTG Capital LLC CIK 0001936987 0.796 24 7.0 4.7% 5 -0.3 pp -0.3 pp +1.6 pp +1.6 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 7.0 2.6% 5 -0.1 pp +0.7 pp +0.8 pp +0.8 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 6.9 0.7% 5 -1.3 pp -1.0 pp -1.3 pp -1.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 6.9 1.3% 5 -0.8 pp -0.2 pp -0.4 pp -0.5 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 6.9 3.1% 5 +0.0 pp +0.2 pp +0.5 pp +1.6 pp
Snider Financial Group CIK 0001820681 0.424 103 6.9 1.8% 5 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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Busey Bank CIK 0001427202 0.741 388 6.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GGM Financial LLC CIK 0002021722 0.308 265 6.8 2.6% 3 +0.1 pp +0.8 pp +2.6 pp +2.6 pp
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BRIGHTON JONES LLC CIK 0001360798 0.755 1422 6.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CrossGen Wealth, LLC CIK 0002112179 0.290 214 6.2 4.8% 2 +2.7 pp +4.8 pp +4.8 pp +4.8 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Highland Financial Advisors, LLC CIK 0001939237 0.690 73 2.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.0 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.9 1.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Layline Advisors, LLC CIK 1724910 0.450 76 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Tenzing Financial LLC CIK 0002111360 0.444 84 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MA Private Wealth CIK 0001767474 0.750 88 1.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 1.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Tufton Capital Management CIK 0001055963 0.400 127 1.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.8 1.1% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Commerce Advisors, LLC CIK 0001567247 0.122 128 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Seven Post Investment Office LP CIK 0001554308 0.797 42 1.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BOKF, NA CIK 0000009634 0.752 1160 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Strategic Equity Management CIK 0001843578 0.306 65 1.8 0.6% 5 -1.0 pp -3.6 pp -5.0 pp -4.9 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.8 1.3% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 1.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Coquina Private Wealth LLC CIK 0002103792 0.481 101 1.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.7 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
Columbia Asset Management CIK 0001585047 0.434 168 1.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.7 0.9% 5 -5.2 pp -5.0 pp -5.0 pp -5.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.7 1.4% 5 -0.2 pp -0.1 pp -1.0 pp -1.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 1.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 1.7 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
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Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.7 0.1% 5 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 1.7 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 1.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kooman & Associates CIK 0001961850 0.724 56 1.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Allegheny Financial Group CIK 0001844148 0.553 305 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
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Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
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CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Tevis Investment Management CIK 0001940416 0.217 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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Elevated Financial Group LLC CIK 0002063915 0.576 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -7.8 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 +0.0 pp -0.3 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 -2.2 pp -2.1 pp -2.2 pp -1.7 pp
ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 pp -0.1 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 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 +0.0 pp -1.2 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.0 0.0% 0 -1.0 pp -1.0 pp -1.1 pp -1.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 +0.0 pp -0.2 pp -0.2 pp -0.1 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 +0.0 pp -1.2 pp -1.6 pp -1.6 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
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 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 +0.0 pp -0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -1.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -4.7 pp -4.7 pp -4.7 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 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
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.1 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 +0.0 pp -1.3 pp -1.4 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Coastline Complete Wealth LLC CIK 0002112134 0.172 55 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 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 +0.0 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
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -1.9 pp -1.8 pp -0.9 pp -0.9 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp -0.3 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
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp -4.9 pp -4.9 pp -5.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -12.1 pp -11.9 pp -11.5 pp -11.2 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp -5.5 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.2 pp -0.2 pp -0.2 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
WFA of San Diego, LLC CIK 0001821407 0.186 94 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 +0.0 pp -0.4 pp -2.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -2.4 pp -2.3 pp -2.2 pp -1.2 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp -0.3 pp -0.3 pp -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status