Signals

IEMG

1849 in-universe funds with a nonzero position in IEMG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#32
Score / z4.256 / 5.43
Consensus627.51 over 1238 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 10,516.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 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 5,802.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 4,396.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,670.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,112.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,574.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,563.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,481.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,302.1 5.9% 2 +0.2 pp +5.9 pp +5.9 pp +5.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,981.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,761.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,663.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1,256.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
FMR LLC CIK 0000315066 0.989 5571 1,193.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,097.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,081.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1,031.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
WIT, LLC CIK 0001840025 0.965 24 986.7 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 839.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 819.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 771.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 655.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 648.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 590.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 558.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 541.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 526.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 488.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 467.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 455.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 446.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 433.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 425.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 400.6 26.0% 1 +26.0 pp +26.0 pp +26.0 pp +26.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 392.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 357.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 330.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 314.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 309.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 297.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 285.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 266.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 262.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 255.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 249.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 223.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 210.1 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 209.6 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 208.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 207.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 202.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Matson Money. Inc. CIK 0001672512 0.979 9 190.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 184.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 179.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Haverford Trust Co CIK 0000842941 0.805 424 178.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 174.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 168.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 164.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 161.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 157.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 151.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 150.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 144.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 140.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 138.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 136.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 136.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 134.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 133.8 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 131.2 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
Members Trust Co CIK 0001677560 0.939 170 130.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 128.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 127.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 126.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 124.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 123.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 119.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 118.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 117.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
University of Pittsburgh - Of the Commonwealth System of Higher Education CIK 0001896071 0.827 2 114.1 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 112.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 110.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 110.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 109.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 108.4 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 106.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 105.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 103.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 99.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 95.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NEPC LLC CIK 0001424799 0.960 53 94.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 94.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 93.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 90.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 90.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
JB Capital LLC CIK 0001879371 0.629 280 89.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 85.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 83.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 83.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 82.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 82.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 81.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 80.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 76.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 75.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 74.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 74.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 73.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Passaic Partners LLC CIK 0001905809 0.898 16 73.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 73.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 72.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 72.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 71.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 70.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 69.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 69.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 67.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 67.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 65.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 63.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 62.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 61.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CHOREO, LLC CIK 0001679031 0.797 1690 61.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 61.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.710 16 60.9 32.6% 1 +32.6 pp +32.6 pp +32.6 pp +32.6 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 60.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 60.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 60.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 59.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 58.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 57.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 57.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 57.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 56.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 55.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 54.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 54.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 53.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 53.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 52.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 52.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 51.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 50.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 50.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 49.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 48.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 48.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 48.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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MBL Wealth, LLC CIK 0001845785 0.684 381 37.2 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
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Arkos Global Advisors CIK 0001769089 0.805 124 15.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oak Root LLC CIK 0002027377 0.950 10 15.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 15.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 14.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 14.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 14.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 14.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 14.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Glenview Trust Co CIK 0001691827 0.856 500 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 14.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 14.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 14.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TSFG, LLC CIK 0001800513 0.413 891 14.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 14.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 14.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BSW Wealth Partners CIK 0001512601 0.641 331 13.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 13.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 13.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 13.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 13.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 13.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 13.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Keystone Financial Services CIK 0001865158 0.422 131 13.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 13.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 13.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 13.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Iowa State Bank CIK 0001546967 0.467 118 13.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Columbia Bank CIK 0002017259 0.353 165 13.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 13.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 12.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.8 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
SWMG, LLC CIK 0001839255 0.473 100 12.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 12.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 12.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PDS Planning, Inc CIK 0000838618 0.712 609 12.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 12.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 11.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 11.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 11.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 10.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Kilter Group LLC CIK 0002058915 0.349 1580 10.9 4.9% 2 +2.0 pp +4.9 pp +4.9 pp +4.9 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 10.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 10.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 10.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 10.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 10.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 10.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 10.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 9.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 9.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Maia Wealth LLC CIK 0002010858 0.212 354 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 9.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 9.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 9.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 9.2 8.4% 2 -0.2 pp +8.4 pp +8.4 pp +8.4 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 9.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 9.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Shelter Ins Retirement Plan CIK 0001455290 0.838 8 8.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 8.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 8.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AMG National Trust Bank CIK 0001388829 0.744 439 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 8.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 8.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 8.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 8.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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Acropolis Investment Management, LLC CIK 0001318601 0.882 384 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 8.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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Brooklyn FI, LLC CIK 0001916123 0.652 434 8.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 8.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 8.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
FIL Ltd CIK 0000318989 0.878 1140 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Community Bank, N.A. CIK 0001632187 0.503 530 8.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RPTC Inc. CIK 0001714450 0.937 7 8.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CONNING INC. CIK 0000801051 0.496 327 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Black Diamond Financial, LLC CIK 0001759236 0.676 198 7.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 7.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 6.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 6.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Causey Wealth LLC CIK 0002132639 0.489 83 6.6 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 6.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 6.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 6.4 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sovran Advisors, LLC CIK 0002051471 0.318 615 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 6.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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True Vision MN LLC CIK 0002013460 0.163 98 6.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 6.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 6.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Csenge Advisory Group CIK 0001715593 0.550 760 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Americana Partners, LLC CIK 0001797678 0.514 596 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Pointe Capital Management LLC CIK 0001640335 0.384 157 5.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 5.4 4.1% 3 -0.7 pp +0.9 pp +4.1 pp +4.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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JSF Financial, LLC CIK 0001802224 0.568 141 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 4.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Plancorp, LLC CIK 0001599579 0.797 425 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
King Wealth Management Group CIK 0001568235 0.741 176 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 3.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Lantz Financial LLC CIK 0001766883 0.334 259 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Vident Advisory, LLC CIK 0001744347 0.598 1911 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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Empower Advisory Group, LLC CIK 0001978885 0.959 532 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Allie Family Office LLC CIK 0001908612 0.456 107 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Argent Trust Co CIK 0001625292 0.533 769 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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eCIO, Inc. CIK 0001830823 0.331 46 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SOL Capital Management CO CIK 0001339270 0.000 0 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Cordant, Inc. CIK 0001830942 0.705 353 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Money Design Co.,Ltd. CIK 0001721608 0.864 72 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Metis Global Partners, LLC CIK 0001594916 0.657 714 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.8 1.2% 3 -0.0 pp +0.2 pp +1.2 pp +1.2 pp
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Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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Sepio Capital, LP CIK 0001751412 0.794 346 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DDFG, Inc CIK 0001967640 0.535 91 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Red Tortoise LLC CIK 0001910488 0.497 590 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Jordan Park Trust Co LLC CIK 0002051108 0.877 15 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Keystone Financial Group CIK 0001729299 0.524 567 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Graypoint LLC CIK 0001794198 0.550 526 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 2.0 2.0% 2 +1.0 pp +2.0 pp +2.0 pp +2.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Spartan Planning & Wealth Management CIK 0001749283 0.075 75 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CENTRAL TRUST Co CIK 0000044365 0.727 1568 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Trust CIK 0001905128 0.729 334 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
F/m Investments LLC CIK 0001834499 0.385 354 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LVZ, Inc. CIK 0001574408 0.889 177 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 3 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
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Nilsine Partners, LLC CIK 0001913043 0.348 429 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Trust Co CIK 0001706028 0.449 313 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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SELDON CAPITAL LP CIK 0001867731 0.151 74 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EWA, LLC CIK 0001835252 0.457 332 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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ADE, LLC CIK 0001845950 0.661 93 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Legacy Bridge, LLC CIK 0001689144 0.181 322 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPWM LLC CIK 0001801101 0.514 98 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
One Day In July LLC CIK 0001823172 0.854 167 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Axos Invest Inc. CIK 0002042928 0.763 20 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Glassman Wealth Services CIK 0001642160 0.931 236 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Cooper Financial Group CIK 0001751581 0.393 448 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Values Added Financial LLC CIK 0001973921 0.422 147 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 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 IEMG). Qtrs Held counts distinct quarters this fund has actually held IEMG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEMG position size. Δ columns are the percentage-point change in IEMG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status