Signals

IEMG

2505 in-universe funds with a nonzero position in IEMG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#126
Score / z1.789 / 1.60
Consensus748.56 over 1423 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 15,335.9 1.1% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 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 8,806.6 0.5% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6,095.1 1.2% 4 +0.2 pp +0.4 pp +0.5 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,053.1 1.6% 4 +0.1 pp +0.3 pp +0.5 pp +1.6 pp
Creative Planning CIK 0001540235 0.979 4196 5,416.4 3.7% 4 +0.0 pp -0.1 pp -0.1 pp +3.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,643.1 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,530.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,837.9 6.2% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,625.8 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2,059.7 2.5% 4 +0.2 pp +0.3 pp +0.4 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,836.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,505.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,452.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,388.4 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,361.8 0.7% 4 -0.1 pp +0.6 pp +0.6 pp +0.7 pp
WIT, LLC CIK 0001840025 0.965 24 1,132.3 21.4% 4 -0.7 pp -3.3 pp -3.1 pp +21.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,048.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 968.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 889.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 869.0 3.4% 4 -2.1 pp -2.1 pp -1.5 pp +3.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 802.3 1.1% 4 +0.5 pp +0.6 pp +0.7 pp +1.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 699.4 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 648.5 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 633.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 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 629.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 618.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 611.4 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 606.0 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 552.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 529.0 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 501.1 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 486.4 0.5% 4 +0.1 pp +0.5 pp +0.0 pp +0.5 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 479.4 2.6% 2 +0.9 pp +2.6 pp +2.6 pp +2.6 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 472.9 25.2% 4 -1.4 pp -0.1 pp -0.8 pp +25.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 467.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 464.8 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 438.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 434.0 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 411.6 2.3% 4 -0.7 pp -0.5 pp -0.1 pp +2.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 409.3 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 387.8 2.9% 4 +0.0 pp +0.0 pp -1.0 pp +2.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 368.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 362.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 345.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 341.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 322.3 6.7% 3 +2.9 pp +5.4 pp +6.7 pp +6.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 314.6 1.6% 4 +0.4 pp +0.9 pp +1.4 pp +1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 297.9 4.1% 4 +0.3 pp +0.3 pp +0.4 pp +4.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 297.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 293.3 0.4% 4 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 282.3 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 275.3 1.0% 4 +0.2 pp +0.3 pp +0.3 pp +1.0 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 265.2 11.6% 4 -0.2 pp -0.0 pp -0.2 pp +11.6 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 259.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 251.8 1.6% 4 +0.0 pp -0.1 pp -0.1 pp +1.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 250.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 249.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 226.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 222.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 221.9 11.5% 4 +0.4 pp -0.8 pp -0.4 pp +11.5 pp
Matson Money. Inc. CIK 0001672512 0.979 9 214.7 6.6% 4 -0.2 pp -0.3 pp +0.0 pp +6.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 213.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 206.2 4.9% 4 +0.6 pp +0.5 pp +0.7 pp +4.9 pp
Haverford Trust Co CIK 0000842941 0.805 424 205.6 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
Choate Investment Advisors CIK 0001399794 0.922 472 196.7 3.8% 4 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 185.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 184.3 4.0% 4 +1.6 pp +3.7 pp +3.8 pp +4.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 182.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 181.1 1.6% 4 -2.9 pp -2.1 pp -2.0 pp +1.6 pp
Investure, LLC CIK 0001476993 0.837 17 180.5 8.9% 4 +6.5 pp +6.4 pp +6.3 pp +8.9 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 175.8 4.9% 4 +0.8 pp +0.7 pp +0.7 pp +4.9 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 175.0 3.6% 4 +0.3 pp +0.4 pp +0.6 pp +3.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 169.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 168.6 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 164.5 0.9% 4 +0.1 pp +0.0 pp +0.1 pp +0.9 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 163.9 1.9% 4 +0.0 pp +0.0 pp +0.0 pp +1.9 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 161.4 4.1% 4 +0.0 pp -0.2 pp -0.2 pp +4.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 158.9 5.4% 4 +0.2 pp +0.3 pp +0.8 pp +5.4 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 157.8 7.7% 5 +0.4 pp +0.4 pp +0.6 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 152.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 152.6 5.7% 4 +0.5 pp +0.3 pp +0.3 pp +5.7 pp
Balentine LLC CIK 0001586678 0.932 243 151.6 6.1% 4 +0.5 pp +0.9 pp +6.0 pp +6.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 148.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 147.5 13.9% 4 +0.5 pp -0.9 pp -0.6 pp +13.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 142.4 6.0% 4 +3.8 pp +3.9 pp +3.8 pp +6.0 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 140.8 14.9% 4 +1.2 pp +0.8 pp +1.0 pp +14.9 pp
&PARTNERS CIK 0000107136 0.806 2509 138.5 0.7% 4 +0.4 pp +0.3 pp +0.4 pp +0.7 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 138.4 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 135.9 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
University of Pittsburgh - Of the Commonwealth System of Higher Education CIK 0001896071 0.827 2 134.9 100.0% 4 +0.2 pp +0.3 pp +0.0 pp +100.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 131.0 1.0% 4 -0.4 pp -0.2 pp +0.1 pp +1.0 pp
JB Capital LLC CIK 0001879371 0.629 280 130.5 5.3% 4 -0.8 pp +0.4 pp +1.0 pp +5.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 130.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 129.8 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 129.2 3.4% 4 -0.1 pp -0.2 pp -0.1 pp +3.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 126.0 0.7% 4 -0.0 pp +0.2 pp +0.1 pp +0.7 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 125.7 7.4% 4 +0.8 pp +1.1 pp +1.4 pp +7.4 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 121.0 7.3% 2 +1.8 pp +7.3 pp +7.3 pp +7.3 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 120.6 5.2% 4 +0.7 pp +0.3 pp +0.0 pp +5.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 117.7 0.9% 4 +0.0 pp +0.3 pp +0.3 pp +0.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 117.6 3.3% 4 +0.7 pp +0.7 pp +0.7 pp +3.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 116.0 1.6% 4 +0.2 pp +0.2 pp +0.1 pp +1.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 114.5 1.4% 4 -0.5 pp -0.0 pp +0.1 pp +1.4 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 114.2 3.3% 4 +1.2 pp +0.1 pp -0.0 pp +3.3 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 110.6 1.9% 4 +0.2 pp +0.3 pp +0.5 pp +1.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 109.2 1.2% 4 +0.1 pp +0.4 pp +0.4 pp +1.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 109.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 109.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Members Trust Co CIK 0001677560 0.939 170 107.7 3.6% 4 -1.1 pp -1.1 pp -0.9 pp +3.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 106.1 1.0% 4 +0.1 pp +0.1 pp +0.6 pp +1.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 103.6 4.3% 4 +0.3 pp +0.4 pp +0.6 pp +4.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 100.5 2.9% 4 +0.1 pp +0.1 pp +0.2 pp +2.9 pp
Destination Wealth Management CIK 0001278573 0.701 325 98.3 2.6% 4 +0.3 pp +0.2 pp +0.3 pp +2.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 97.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 96.8 1.5% 4 +0.1 pp +1.2 pp +1.1 pp +1.5 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 94.9 6.7% 4 +0.9 pp +0.9 pp +1.0 pp +6.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 94.4 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 93.7 0.4% 4 +0.1 pp +0.1 pp -3.7 pp +0.4 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 93.1 7.5% 4 +0.0 pp -0.0 pp +0.2 pp +7.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 90.4 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
Vestcor Inc CIK 0001536925 0.400 1189 89.4 2.5% 2 +1.4 pp +2.5 pp +2.5 pp +2.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 89.0 1.0% 4 -0.1 pp +0.1 pp +0.2 pp +1.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 86.6 9.4% 4 +0.4 pp +0.5 pp +4.7 pp +9.4 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 85.7 3.2% 4 +0.1 pp -0.4 pp +0.0 pp +3.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 85.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 85.4 3.8% 4 -1.4 pp -3.5 pp -0.1 pp +3.8 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 85.0 0.7% 4 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 84.9 0.5% 4 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 84.3 1.3% 2 +1.2 pp +1.3 pp +1.2 pp +1.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 83.6 4.3% 4 +1.1 pp +1.1 pp +1.1 pp +4.3 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 83.1 3.6% 4 -0.8 pp -1.2 pp -1.2 pp +3.6 pp
JABODON PT CO CIK 0001594167 0.960 8 82.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 81.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 80.9 1.7% 4 +0.1 pp +0.1 pp +0.3 pp +1.7 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 80.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 79.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 79.6 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 79.5 2.8% 3 +1.1 pp +1.5 pp +2.8 pp +2.8 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 78.3 1.2% 4 +0.1 pp +0.5 pp +0.5 pp +1.2 pp
Passaic Partners LLC CIK 0001905809 0.898 16 78.3 9.5% 4 -2.9 pp +0.3 pp +0.6 pp +9.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 78.2 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 77.9 5.8% 4 -0.1 pp +0.3 pp -0.1 pp +5.8 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 77.4 0.9% 4 -0.0 pp -0.2 pp -0.2 pp +0.9 pp
UNC Management Company, Inc. CIK 0001911286 0.973 6 77.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 77.2 0.6% 4 -0.1 pp -0.1 pp +0.1 pp +0.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 76.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 76.1 0.8% 6 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 74.8 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 74.0 1.5% 4 +0.3 pp +0.4 pp +0.3 pp +1.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 73.5 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 72.6 1.9% 4 -0.2 pp -0.0 pp -0.0 pp +1.9 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 72.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 72.4 7.1% 4 +1.8 pp +1.7 pp +3.2 pp +7.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 71.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 71.1 2.6% 4 +0.4 pp +0.2 pp +0.4 pp +2.6 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 70.0 2.7% 4 +0.4 pp +0.2 pp +0.3 pp +2.7 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 69.0 1.1% 4 +0.3 pp +0.2 pp +0.2 pp +1.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 66.4 2.1% 4 +0.0 pp -0.0 pp -0.0 pp +2.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 66.0 1.1% 6 +0.1 pp +0.4 pp +0.2 pp +0.3 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 65.7 0.4% 4 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 64.2 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 63.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 63.5 0.5% 6 +0.1 pp +0.1 pp +0.5 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 63.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 63.0 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 62.7 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 62.6 4.4% 4 +0.2 pp -0.2 pp -0.3 pp +4.4 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 61.8 4.6% 4 +0.2 pp +0.3 pp +0.5 pp +4.6 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 60.3 6.4% 4 -0.3 pp -0.7 pp -0.8 pp +6.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 59.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 58.6 3.5% 4 +1.3 pp +2.2 pp +2.8 pp +3.5 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 58.4 0.4% 4 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 57.2 3.5% 4 -1.8 pp -1.7 pp -1.7 pp +3.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 57.1 0.6% 4 -0.1 pp -0.3 pp -0.4 pp +0.6 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 57.0 6.9% 4 +1.0 pp +1.6 pp +1.9 pp +6.9 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 56.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 55.8 6.5% 2 +2.3 pp +6.5 pp +2.4 pp +6.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 55.8 0.7% 4 +0.2 pp +0.3 pp +0.3 pp +0.7 pp
COMMERCE BANK CIK 0001009076 0.853 1332 54.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 53.9 2.2% 4 +0.5 pp +0.6 pp +0.9 pp +2.2 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 53.6 3.5% 4 +0.2 pp +0.8 pp +1.5 pp +3.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 53.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 53.1 5.1% 4 +0.1 pp +0.1 pp +0.1 pp +5.1 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 52.7 6.5% 4 +0.0 pp -0.0 pp +0.2 pp +6.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 52.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 50.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 49.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 49.6 5.7% 4 +1.1 pp +2.5 pp +4.0 pp +5.7 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 49.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 49.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 48.3 5.6% 4 +0.9 pp +0.6 pp +0.9 pp +5.6 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.541 177 46.6 8.6% 4 +0.9 pp +1.0 pp +1.5 pp +8.6 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 46.4 2.3% 4 +0.5 pp +0.5 pp +0.5 pp +2.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 45.9 1.1% 4 +0.2 pp +0.8 pp +0.8 pp +1.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 45.8 3.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 45.6 4.4% 4 +0.0 pp -0.0 pp +0.1 pp +4.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 44.8 2.6% 4 +0.6 pp +0.5 pp -0.7 pp +2.6 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 44.8 4.9% 4 +0.2 pp +0.3 pp -0.3 pp +4.9 pp
Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 44.0 36.6% 4 +1.3 pp +1.6 pp +1.6 pp +36.6 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 43.9 11.6% 4 -0.1 pp -0.3 pp -0.4 pp +11.6 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 43.9 12.6% 4 +0.3 pp -0.9 pp +3.0 pp +12.6 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 43.5 3.2% 6 -0.8 pp -0.3 pp +0.3 pp +1.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 43.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 43.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 42.7 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
GenTrust, LLC CIK 0001697110 0.832 201 42.7 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 42.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 42.1 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 42.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 41.9 3.7% 4 +0.1 pp -0.0 pp -0.0 pp +3.7 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 41.5 3.5% 4 +0.1 pp +0.9 pp +1.3 pp +3.5 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 41.4 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 40.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 40.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 40.4 3.3% 4 +0.4 pp +0.5 pp +0.5 pp +3.3 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 40.0 4.1% 4 -0.0 pp -0.2 pp -0.2 pp +4.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 38.8 2.1% 4 -0.4 pp -0.8 pp -0.1 pp +2.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 38.8 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 38.6 2.9% 4 +0.4 pp +0.2 pp +0.4 pp +2.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 38.4 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 38.2 4.4% 4 +1.2 pp +1.5 pp +2.5 pp +4.4 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 38.1 1.6% 4 +0.0 pp -0.0 pp +0.0 pp +1.6 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 38.1 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 37.6 3.6% 4 -0.1 pp +0.4 pp +1.5 pp +3.6 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 37.6 4.5% 4 +0.4 pp +0.3 pp +0.4 pp +4.5 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 37.1 2.1% 4 +0.4 pp +0.6 pp +0.9 pp +2.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 36.8 2.5% 4 -0.1 pp +0.0 pp +0.4 pp +2.5 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 36.8 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 36.7 4.5% 4 +0.3 pp +0.6 pp +1.2 pp +4.5 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 35.8 2.9% 4 +0.3 pp +0.3 pp +0.1 pp +2.9 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 35.4 9.2% 4 -0.4 pp -0.4 pp -2.5 pp +9.2 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 35.0 13.9% 4 +1.2 pp +6.9 pp +6.9 pp +13.9 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 34.8 1.2% 4 +0.1 pp +0.3 pp +0.3 pp +1.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 34.7 1.3% 4 +0.3 pp +0.3 pp +0.4 pp +1.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 33.9 0.6% 4 -2.0 pp -1.8 pp -1.8 pp +0.6 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 33.8 3.8% 4 +0.4 pp +1.3 pp +1.3 pp +3.8 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 33.8 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 33.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 33.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 32.9 4.8% 4 +0.6 pp +1.7 pp +1.9 pp +4.8 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 32.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 32.6 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
TSFG, LLC CIK 0001800513 0.413 891 32.3 4.9% 4 +0.3 pp +2.0 pp +2.4 pp +4.9 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 32.0 0.6% 4 +0.1 pp -0.2 pp -0.2 pp +0.6 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 32.0 1.9% 4 +0.2 pp +0.1 pp +0.4 pp +1.9 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 31.9 3.4% 4 +0.4 pp +0.5 pp +0.5 pp +3.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 31.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 31.3 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 31.3 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 31.3 5.6% 4 +0.6 pp +1.3 pp +1.8 pp +5.6 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 31.3 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 31.0 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 30.8 3.0% 4 -0.0 pp -0.1 pp -0.1 pp +3.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 30.8 1.4% 4 -0.0 pp -0.1 pp +0.2 pp +1.4 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 30.5 6.8% 3 -0.2 pp -0.7 pp +6.8 pp +6.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 30.1 0.6% 4 -0.0 pp +0.2 pp +0.5 pp +0.6 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 29.9 2.7% 4 +0.1 pp +0.2 pp +0.3 pp +2.7 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 29.6 1.7% 3 -1.4 pp -0.1 pp +1.7 pp +1.7 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 29.6 1.4% 4 +0.2 pp +0.3 pp +0.5 pp +1.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 29.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 29.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 29.3 0.9% 4 -0.2 pp +0.0 pp +0.0 pp +0.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 29.1 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Inherent Management Corp. CIK 0002026217 0.527 11 29.0 14.7% 5 +0.4 pp -1.0 pp -6.0 pp -2.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 28.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 28.2 2.9% 4 +0.3 pp +0.5 pp +0.7 pp +2.9 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 28.2 4.0% 4 +0.4 pp +0.5 pp +2.2 pp +4.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 28.1 3.6% 4 -0.1 pp -0.2 pp +0.2 pp +3.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 28.0 3.9% 4 +0.1 pp +0.2 pp +3.6 pp +3.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 27.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 27.5 5.6% 4 +0.9 pp +2.4 pp +3.3 pp +5.6 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 27.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 27.4 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
KWB Wealth CIK 0001822236 0.452 169 27.2 2.7% 4 +0.1 pp +2.7 pp +2.6 pp +2.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 26.7 0.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 26.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 26.3 2.3% 4 +0.8 pp +0.9 pp +1.0 pp +2.3 pp
Grove Bank & Trust CIK 0001662212 0.546 886 25.9 2.9% 4 +0.2 pp +0.1 pp +0.3 pp +2.9 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 25.9 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 25.8 2.2% 4 +0.2 pp +0.2 pp +1.5 pp +2.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 25.6 2.5% 4 +0.3 pp +0.3 pp +0.5 pp +2.5 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 25.5 0.8% 4 +0.1 pp -0.3 pp -0.2 pp +0.8 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 25.5 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 25.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 25.4 3.4% 4 -0.3 pp +0.4 pp +0.8 pp +3.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.4 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 25.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
EQ LLC CIK 0001757605 0.412 87 25.3 7.1% 4 +2.6 pp +1.6 pp -0.1 pp +7.1 pp
Elgethun Capital Management CIK 0001638022 0.537 174 25.2 4.2% 4 -0.0 pp -0.1 pp -0.1 pp +4.2 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 25.1 0.5% 4 +0.0 pp -8.8 pp +0.0 pp +0.5 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 24.8 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 24.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 24.4 3.8% 3 +0.6 pp +0.9 pp +3.8 pp +3.8 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 24.1 0.6% 6 -0.3 pp -0.2 pp +0.3 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 23.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 23.8 0.9% 4 +0.3 pp +0.0 pp -0.3 pp +0.9 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 23.7 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 23.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 23.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 23.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 23.3 1.8% 4 -0.8 pp -0.4 pp -0.4 pp +1.8 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 23.2 5.8% 4 +0.3 pp -0.0 pp +0.0 pp +5.8 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 23.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Towercrest Capital Management CIK 0001633288 0.713 110 23.1 3.6% 4 +0.2 pp +0.2 pp +0.4 pp +3.6 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 23.1 3.9% 4 +0.1 pp +1.1 pp +1.6 pp +3.9 pp
Abound Wealth Management CIK 0001950323 0.745 1359 23.0 5.2% 4 +0.1 pp +0.1 pp -0.1 pp +5.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 22.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 22.5 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 22.4 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 22.1 6.5% 4 -0.1 pp -0.0 pp +0.1 pp +6.5 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 22.0 0.4% 4 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 22.0 1.2% 4 -0.2 pp -0.1 pp -0.0 pp +1.2 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 21.9 4.7% 5 +3.1 pp +3.1 pp +3.1 pp +3.2 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 21.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 21.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 21.7 2.7% 4 +0.2 pp +0.3 pp +0.6 pp +2.7 pp
St. Clair Advisors, LLC CIK 0002056292 0.644 78 21.5 5.7% 5 +0.1 pp +0.1 pp +0.7 pp +0.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 21.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 21.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 21.4 1.8% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 21.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 20.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 20.7 1.9% 4 -0.4 pp -1.2 pp -1.1 pp +1.9 pp
Midwest Trust Co CIK 0002077080 0.757 606 20.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SWMG, LLC CIK 0001839255 0.473 100 20.6 5.9% 4 -0.8 pp +0.5 pp +1.7 pp +5.9 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 20.5 2.0% 4 -0.2 pp +0.1 pp +0.4 pp +2.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.2 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 20.1 2.2% 4 -0.0 pp +0.1 pp +0.3 pp +2.2 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 20.0 2.7% 4 +0.1 pp +0.2 pp +0.6 pp +2.7 pp
Keystone Financial Group CIK 0001729299 0.524 567 20.0 1.4% 4 +0.1 pp +1.2 pp +1.2 pp +1.4 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 19.8 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 19.7 2.6% 4 -0.5 pp +0.4 pp +0.5 pp +2.6 pp
Iowa State Bank CIK 0001546967 0.467 118 19.4 3.6% 4 +0.9 pp +0.9 pp +0.9 pp +3.6 pp
Keystone Financial Services CIK 0001865158 0.422 131 19.4 5.7% 4 +0.4 pp +1.0 pp +1.1 pp +5.7 pp
Marion Wealth Management CIK 0001911097 0.503 156 19.3 4.3% 4 -0.6 pp -0.5 pp -0.3 pp +4.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 19.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Maple Capital Management, Inc. CIK 0001313893 0.737 127 19.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EWA, LLC CIK 0001835252 0.457 332 18.9 4.3% 4 +3.1 pp +3.2 pp +3.8 pp +4.3 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 18.9 1.6% 4 +0.2 pp +0.1 pp +0.2 pp +1.6 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 18.7 1.1% 4 -0.3 pp +0.2 pp +0.3 pp +1.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 18.7 1.1% 4 +0.0 pp -0.4 pp +0.1 pp +1.1 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 18.6 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 18.6 2.3% 4 +0.6 pp +0.5 pp +0.6 pp +2.3 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 18.6 8.9% 4 -0.1 pp -0.4 pp -1.6 pp +8.9 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 18.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 18.4 0.7% 4 +0.1 pp +0.1 pp -0.3 pp +0.7 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 18.4 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 18.4 2.2% 4 +0.3 pp +0.4 pp +0.8 pp +2.2 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 18.4 1.0% 4 +0.0 pp -0.2 pp +0.0 pp +1.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 18.3 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 18.2 4.1% 4 +0.1 pp +0.0 pp +0.2 pp +4.1 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 17.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 17.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 17.7 4.1% 4 +0.5 pp +1.6 pp +1.9 pp +4.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 17.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Veery Capital, LLC CIK 0001844375 0.780 100 17.7 5.4% 4 +0.6 pp +0.6 pp +0.8 pp +5.4 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 17.7 1.2% 3 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 17.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 17.7 1.9% 4 +0.1 pp +0.0 pp +0.1 pp +1.9 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 17.7 1.0% 4 -0.1 pp +0.2 pp +0.3 pp +1.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 17.6 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 17.5 2.2% 1 +2.2 pp +0.0 pp +2.2 pp +2.2 pp
EASTERN BANK CIK 0001126395 0.668 1038 17.5 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 17.1 1.9% 4 -5.2 pp -4.7 pp -3.8 pp +1.9 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 16.9 1.6% 4 +0.2 pp +0.5 pp +0.9 pp +1.6 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 16.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.4 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 16.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 16.3 2.3% 4 +0.3 pp +0.5 pp +0.6 pp +2.3 pp
Columbia Bank CIK 0002017259 0.353 165 16.3 4.6% 4 +0.2 pp +0.3 pp +0.6 pp +4.6 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.3 1.7% 4 +0.0 pp -0.3 pp -0.2 pp +1.7 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 16.1 3.8% 4 +0.3 pp +0.2 pp -0.0 pp +3.8 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 16.1 2.1% 4 +0.1 pp +0.2 pp +0.2 pp +2.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 16.1 4.7% 4 +0.3 pp +0.3 pp +0.3 pp +4.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 15.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 15.9 1.7% 4 +0.0 pp +0.0 pp +0.1 pp +1.7 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 15.8 1.0% 4 +0.1 pp -0.0 pp -0.0 pp +1.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 15.7 3.4% 4 +1.7 pp +1.7 pp +1.7 pp +3.4 pp
BSW Wealth Partners CIK 0001512601 0.641 331 15.7 1.9% 4 +0.1 pp -0.1 pp +0.0 pp +1.9 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 15.4 2.7% 4 -0.1 pp -0.1 pp -0.0 pp +2.7 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 15.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 15.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 15.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Invst, LLC CIK 0001867587 0.314 343 15.0 1.7% 4 -0.0 pp +0.3 pp +0.4 pp +1.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 14.9 4.7% 4 +0.2 pp +0.1 pp +0.2 pp +4.7 pp
VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 14.9 7.8% 4 +0.1 pp +0.1 pp +0.3 pp +7.8 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 14.8 1.6% 4 +0.0 pp +0.2 pp +0.1 pp +1.6 pp
Myriad Asset Management US LP CIK 0001857187 0.066 52 14.8 22.2% 3 +13.5 pp +0.9 pp +22.2 pp +22.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 14.7 2.1% 4 +0.2 pp +0.2 pp +0.4 pp +2.1 pp
Kilter Group LLC CIK 0002058915 0.349 1580 14.7 6.3% 5 +0.2 pp +0.5 pp +1.4 pp +3.4 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 14.6 1.7% 4 +0.6 pp +0.6 pp +0.6 pp +1.7 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 14.5 4.3% 4 +0.3 pp +1.2 pp +1.6 pp +4.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 14.4 1.6% 4 +0.1 pp +0.5 pp +1.5 pp +1.6 pp
PDS Planning, Inc CIK 0000838618 0.712 609 14.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 14.3 3.5% 4 -2.5 pp -1.4 pp +3.2 pp +3.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 14.3 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.2 0.3% 4 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 14.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 13.9 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.9 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 13.9 0.8% 4 +0.4 pp +0.4 pp +0.5 pp +0.8 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 13.9 1.9% 3 +1.8 pp +1.8 pp +1.9 pp +1.9 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 13.6 4.3% 1 +4.3 pp +0.2 pp +0.9 pp +4.3 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 13.5 2.8% 3 +2.7 pp +2.7 pp +2.8 pp +2.8 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 13.5 2.9% 4 -0.4 pp +1.4 pp +1.6 pp +2.9 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 13.5 3.2% 4 -0.0 pp -0.2 pp +0.3 pp +3.2 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 13.3 2.9% 4 -0.1 pp -0.5 pp -0.5 pp +2.9 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 13.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 13.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 13.3 4.2% 4 +0.3 pp +0.3 pp +0.8 pp +4.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 13.2 0.8% 4 +0.1 pp -0.1 pp +0.1 pp +0.8 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 13.2 2.8% 4 -0.8 pp +0.7 pp +1.2 pp +2.8 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 13.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 13.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 13.1 3.3% 4 +0.1 pp +0.2 pp +0.5 pp +3.3 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 13.0 0.7% 4 -0.5 pp -0.7 pp -0.7 pp +0.7 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.9 1.4% 3 +0.6 pp +0.6 pp +1.4 pp +1.4 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 12.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NEPC LLC CIK 0001424799 0.960 53 12.8 0.3% 4 -0.0 pp -2.5 pp -2.1 pp +0.3 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 12.8 3.2% 4 +0.3 pp +1.0 pp +1.0 pp +3.2 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 12.8 2.6% 4 +0.6 pp +0.5 pp +0.6 pp +2.6 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 12.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 12.7 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 12.7 2.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 12.7 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 12.5 0.6% 2 +0.1 pp +0.6 pp +0.2 pp +0.6 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 12.5 1.3% 4 -0.6 pp -0.8 pp -1.1 pp +1.3 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 12.5 2.6% 4 -2.8 pp -0.2 pp -0.1 pp +2.6 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 12.3 3.1% 4 +0.1 pp +0.3 pp +0.3 pp +3.1 pp
WLTH Capital Management, LLC CIK 0002112635 0.480 29 12.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 12.2 7.0% 4 -0.3 pp -0.6 pp +0.2 pp +7.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.2 3.2% 4 -0.2 pp +0.4 pp +0.7 pp +3.2 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 12.1 8.2% 4 +3.0 pp +4.4 pp +7.3 pp +8.2 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 12.1 1.5% 4 +0.0 pp +0.2 pp +0.4 pp +1.5 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 12.1 0.3% 4 -0.3 pp -0.7 pp -0.2 pp +0.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 12.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 12.0 3.4% 4 +1.6 pp +1.8 pp +1.9 pp +3.4 pp
STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 11.9 5.0% 4 -10.1 pp -12.2 pp -27.6 pp +5.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 11.9 2.5% 4 +0.7 pp +0.6 pp +0.7 pp +2.5 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 11.7 1.3% 4 -0.0 pp +0.3 pp +0.3 pp +1.3 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 11.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 11.7 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 11.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 11.7 1.9% 4 +0.0 pp -0.7 pp -0.6 pp +1.9 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 11.6 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 11.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 11.4 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 11.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.3 1.0% 4 +0.1 pp +0.9 pp +0.9 pp +1.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 11.2 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 11.2 2.5% 4 +0.2 pp +0.2 pp +0.6 pp +2.5 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 11.2 3.0% 4 +0.0 pp +0.0 pp +0.4 pp +3.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 11.2 2.8% 4 +0.6 pp +0.9 pp +1.4 pp +2.8 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 11.2 3.2% 4 +0.0 pp +1.0 pp +1.0 pp +3.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 11.2 0.8% 4 -0.1 pp -0.5 pp -1.6 pp +0.8 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 11.0 2.2% 4 +0.1 pp +0.1 pp +0.2 pp +2.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 10.9 3.1% 4 +0.3 pp +0.8 pp +0.2 pp +3.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.8 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
One Capital Management, LLC CIK 0001606588 0.779 522 10.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
AXA S.A. CIK 0000898427 0.038 46 10.8 4.2% 4 -0.7 pp -0.9 pp +4.2 pp +4.2 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 10.8 2.3% 4 +0.6 pp +0.7 pp +0.9 pp +2.3 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 10.7 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.7 0.4% 4 +0.1 pp +0.0 pp +0.2 pp +0.4 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 10.7 1.5% 4 +0.1 pp +0.2 pp +0.3 pp +1.5 pp
Wealthquest Corp CIK 0001632968 0.872 177 10.6 0.8% 3 +0.0 pp -0.5 pp +0.8 pp +0.8 pp
eCIO, Inc. CIK 0001830823 0.330 46 10.6 4.7% 4 +2.4 pp +3.4 pp +3.3 pp +4.7 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 10.6 4.3% 4 +0.8 pp +3.3 pp +3.3 pp +4.3 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 10.6 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 10.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Next Capital Management LLC CIK 0001752762 0.504 138 10.6 3.2% 4 +0.1 pp +0.9 pp +1.4 pp +3.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 10.5 0.7% 4 -0.8 pp -0.8 pp -0.8 pp +0.7 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 10.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 10.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 10.5 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
Oak Root LLC CIK 0002027377 0.950 10 10.5 1.3% 4 -0.1 pp -0.6 pp -0.6 pp +1.3 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 10.4 0.9% 4 +0.1 pp +0.1 pp +0.4 pp +0.9 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 10.4 3.4% 4 +0.2 pp +0.3 pp +0.4 pp +3.4 pp
Shelter Ins Retirement Plan CIK 0001455290 0.838 8 10.4 11.6% 4 +0.7 pp +0.7 pp +1.1 pp +11.6 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 10.3 5.4% 5 -0.3 pp -2.3 pp -3.0 pp -3.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 10.3 2.6% 4 -0.5 pp +0.5 pp +0.9 pp +2.6 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 10.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 10.2 0.9% 6 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 10.2 1.6% 4 -0.1 pp -0.0 pp +0.1 pp +1.6 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 10.1 3.0% 4 +0.0 pp +0.4 pp +0.3 pp +3.0 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 10.1 3.1% 4 +0.2 pp +0.1 pp +0.3 pp +3.1 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 10.1 2.9% 4 -0.1 pp +0.5 pp -0.1 pp +2.9 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 10.1 2.3% 4 +0.2 pp +0.0 pp +0.4 pp +2.3 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 10.1 0.8% 4 +0.3 pp -0.2 pp -0.5 pp +0.8 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.9 0.7% 4 -0.2 pp -0.3 pp +0.2 pp +0.7 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.9 1.3% 4 +0.6 pp +0.6 pp +0.6 pp +1.3 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 9.9 3.8% 4 +0.3 pp +0.3 pp +0.4 pp +3.8 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 9.8 2.6% 4 +0.1 pp +0.2 pp +0.4 pp +2.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 9.7 3.3% 4 +0.2 pp +0.2 pp +0.2 pp +3.3 pp
CONNING INC. CIK 0000801051 0.496 327 9.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Community Bank, N.A. CIK 0001632187 0.503 530 9.6 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.6 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 9.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 9.6 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
ROGCO, LP CIK 0001998892 0.631 224 9.6 3.2% 4 +0.1 pp +0.1 pp +0.3 pp +3.2 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 9.6 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 9.6 4.7% 6 -0.0 pp -0.1 pp +1.2 pp +1.3 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 9.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RPTC Inc. CIK 0001714450 0.937 7 9.5 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 9.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 9.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.4 1.3% 4 -0.9 pp -0.8 pp -0.4 pp +1.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 9.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 9.2 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 9.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 9.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 9.0 1.1% 4 +0.0 pp -0.0 pp +0.4 pp +1.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 8.8 3.5% 4 -0.3 pp -0.3 pp -0.0 pp +3.5 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 8.8 2.9% 4 -0.7 pp -0.2 pp +0.6 pp +2.9 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 8.8 1.5% 4 -0.0 pp +0.0 pp +0.0 pp +1.5 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 8.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 8.8 3.0% 4 +0.2 pp +0.7 pp +2.0 pp +3.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 8.8 2.8% 4 -1.5 pp -0.8 pp -0.4 pp +2.8 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 8.8 2.0% 4 -1.6 pp -1.5 pp -0.8 pp +2.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 8.8 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 8.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
True Vision MN LLC CIK 0002013460 0.163 98 8.7 4.5% 4 -0.3 pp +0.3 pp +1.0 pp +4.5 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 8.6 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 8.6 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
Argent Trust Co CIK 0001625292 0.533 769 8.5 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 8.5 1.7% 4 +0.0 pp -0.0 pp +0.0 pp +1.7 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.5 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.5 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 8.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.5 0.9% 4 -0.1 pp +0.1 pp +0.3 pp +0.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 8.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 8.4 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 8.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIL Ltd CIK 0000318989 0.878 1140 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 8.4 1.4% 4 -0.4 pp -0.4 pp -0.4 pp +1.4 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.4 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 8.4 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 8.4 3.5% 4 -0.4 pp +0.5 pp +1.1 pp +3.5 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 8.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 8.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
GAM Holding AG CIK 0001438848 0.338 273 8.3 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 8.2 3.9% 4 +0.2 pp +0.2 pp +0.3 pp +3.9 pp
Aspirean Wealth, LLC CIK 0002110285 0.783 20 8.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.2 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 8.2 5.6% 4 +0.0 pp -0.5 pp -0.4 pp +5.6 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 8.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 8.0 2.5% 4 +0.1 pp -0.0 pp +0.1 pp +2.5 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.9 1.7% 4 -0.0 pp -0.0 pp +0.0 pp +1.7 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 7.8 1.2% 4 +0.2 pp +0.4 pp +0.5 pp +1.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.8 0.5% 4 -0.4 pp -0.4 pp -0.3 pp +0.5 pp
Financial Council, LLC CIK 0001883629 0.681 106 7.8 3.0% 4 +0.1 pp +0.9 pp +1.0 pp +3.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 7.8 4.6% 6 +1.3 pp +1.5 pp +1.6 pp +1.7 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 7.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 7.8 2.5% 4 +1.0 pp +1.4 pp +1.6 pp +2.5 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 7.8 2.3% 4 +0.3 pp +0.7 pp +0.8 pp +2.3 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.8 3.4% 4 +0.1 pp +0.5 pp +1.3 pp +3.4 pp
Csenge Advisory Group CIK 0001715593 0.550 760 7.8 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 7.7 1.8% 4 +1.6 pp +1.7 pp +1.7 pp +1.8 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 7.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.7 0.4% 4 -0.2 pp +0.1 pp +0.2 pp +0.4 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.7 1.1% 4 -0.1 pp +0.1 pp +0.2 pp +1.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.7 1.9% 4 -1.0 pp -0.1 pp +0.2 pp +1.9 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 7.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 7.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 7.5 0.9% 4 -0.6 pp -0.2 pp +0.6 pp +0.9 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 7.5 2.8% 4 -0.1 pp -0.1 pp -0.2 pp +2.8 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.4 1.0% 4 +0.2 pp +0.3 pp +0.4 pp +1.0 pp
Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 7.4 4.1% 4 +1.0 pp +1.1 pp +1.1 pp +4.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 7.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 7.4 2.6% 6 +0.2 pp +0.1 pp -0.2 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.3 1.1% 4 -0.3 pp -0.0 pp +0.5 pp +1.1 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 7.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 7.2 1.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 7.2 0.6% 4 +0.2 pp +0.2 pp +0.0 pp +0.6 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 7.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 7.1 1.8% 4 +0.0 pp +0.0 pp -0.0 pp +1.8 pp
Causey Wealth LLC CIK 0002132639 0.489 83 7.1 3.0% 5 -0.5 pp -0.3 pp -0.4 pp -0.9 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.1 2.0% 4 +0.7 pp +0.6 pp +0.6 pp +2.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 7.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 7.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 7.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
10Elms LLP CIK 0002056650 0.266 526 7.0 4.4% 4 -0.2 pp +0.0 pp +0.3 pp +4.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 7.0 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 7.0 0.9% 4 +0.0 pp +0.3 pp +0.4 pp +0.9 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 7.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 6.9 3.6% 5 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 6.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 6.9 0.9% 4 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 6.9 2.4% 4 +0.2 pp +0.3 pp +0.4 pp +2.4 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.8 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 6.8 2.8% 4 +0.2 pp +0.9 pp +1.0 pp +2.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MTC Wealth Management LLC CIK 0001821455 0.810 14 6.8 3.2% 4 -1.8 pp -1.8 pp -1.6 pp +3.2 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 6.7 3.3% 4 +0.2 pp +0.3 pp +0.5 pp +3.3 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 6.7 5.6% 5 +0.0 pp +1.1 pp +2.4 pp +4.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 6.7 1.1% 4 +0.6 pp +0.7 pp +0.7 pp +1.1 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 6.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 6.7 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 6.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Liquid Strategies, LLC CIK 0001774727 0.892 7 6.6 1.4% 4 +0.1 pp +0.3 pp +0.5 pp +1.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 6.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 6.6 0.8% 4 -1.3 pp -1.2 pp -1.2 pp +0.8 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 6.5 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 6.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 6.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.4 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 6.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 6.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 6.4 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.3 0.9% 4 -0.4 pp -0.7 pp -0.9 pp +0.9 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.3 3.1% 4 +0.1 pp +0.1 pp +0.4 pp +3.1 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 6.3 2.6% 4 +0.5 pp +0.6 pp +0.6 pp +2.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 6.2 3.9% 4 +0.0 pp -0.1 pp +0.3 pp +3.9 pp
J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 6.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Lantz Financial LLC CIK 0001766883 0.334 259 6.2 1.3% 4 -0.0 pp +0.2 pp +0.4 pp +1.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 6.2 1.4% 4 +0.0 pp +0.2 pp +0.2 pp +1.4 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 6.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 6.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Sequent Planning LLC CIK 0002009724 0.204 269 6.2 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 6.1 4.3% 4 +0.4 pp -0.1 pp -1.2 pp +4.3 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 6.1 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 6.1 3.6% 4 +0.3 pp +0.3 pp +0.4 pp +3.6 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 6.1 1.7% 4 +0.8 pp +0.9 pp +0.9 pp +1.7 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.1 0.4% 4 -0.9 pp -1.0 pp -0.7 pp +0.4 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 6.1 1.5% 4 -0.3 pp -0.2 pp -0.3 pp +1.5 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Frisco Financial Planning LLC CIK 0002133972 0.753 29 6.0 5.0% 5 +0.1 pp +0.3 pp +0.2 pp +0.4 pp
PCM Encore, LLC CIK 0002109846 0.244 459 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 6.0 4.4% 4 +0.6 pp +0.8 pp +0.8 pp +4.4 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 5.9 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 5.9 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 5.9 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 5.8 2.0% 4 -0.0 pp +0.0 pp +0.1 pp +2.0 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 5.8 2.7% 5 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 5.8 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.8 2.9% 4 -1.3 pp -1.0 pp +1.1 pp +2.9 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 5.8 0.6% 4 -0.3 pp -0.3 pp -0.4 pp +0.6 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 5.8 2.4% 4 -0.2 pp +0.3 pp +0.6 pp +2.4 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.8 3.0% 6 -0.1 pp +0.2 pp +0.9 pp +0.7 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 5.7 0.7% 4 +0.0 pp -2.3 pp -2.2 pp +0.7 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 5.7 4.3% 4 +0.2 pp +0.2 pp +0.3 pp +4.3 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 5.7 2.6% 4 +0.1 pp +0.1 pp +0.1 pp +2.6 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 5.6 1.7% 4 +0.0 pp -0.2 pp -0.3 pp +1.7 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.6 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 5.6 1.4% 4 +0.3 pp +0.2 pp +0.2 pp +1.4 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 5.6 1.1% 4 +0.2 pp +0.2 pp +0.3 pp +1.1 pp
Mosley Wealth Management CIK 0002011849 0.000 781 5.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 5.5 1.5% 4 +0.1 pp -0.0 pp +0.0 pp +1.5 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 5.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 5.5 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Allie Family Office LLC CIK 0001908612 0.456 107 5.4 2.4% 4 -0.1 pp -0.0 pp +0.7 pp +2.4 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tacita Capital Inc CIK 0001846287 0.305 214 5.4 3.2% 4 +0.1 pp -0.0 pp +0.1 pp +3.2 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.4 0.9% 4 -0.2 pp +0.3 pp +0.3 pp +0.9 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 5.4 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 5.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.4 1.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.8 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 5.4 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
Summitas Investment Management LLC CIK 0002134540 0.827 10 5.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Range Advisory, LLC CIK 2152629 0.575 342 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 5.3 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 5.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
2UniFi Bank CIK 0002040900 0.000 0 5.3 2.5% 4 +0.1 pp +0.1 pp +0.3 pp +2.5 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 5.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Curry Webb Wealth Management LLC CIK 2060114 0.602 67 5.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 5.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 5.2 3.9% 4 +0.8 pp +2.1 pp +2.4 pp +3.9 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vericrest Private Wealth CIK 0001912300 0.443 44 5.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 5.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 5.1 0.5% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.1 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 5.1 3.2% 4 +0.2 pp +0.7 pp +1.5 pp +3.2 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 5.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 5.1 0.6% 4 +0.0 pp +0.1 pp -0.0 pp +0.6 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 5.0 1.3% 6 +0.2 pp +0.3 pp +0.6 pp +0.8 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 5.0 2.9% 4 +0.5 pp +0.5 pp -0.1 pp +2.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 5.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.0 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 5.0 1.4% 4 +0.4 pp +0.9 pp +1.1 pp +1.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.0 1.7% 3 +0.3 pp +0.7 pp +1.7 pp +1.7 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 5.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 5.0 2.0% 4 +0.1 pp +0.0 pp +0.0 pp +2.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.560 80 4.9 2.5% 4 -0.0 pp +0.0 pp -0.0 pp +2.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.9 0.6% 4 -0.6 pp -0.6 pp -0.7 pp +0.6 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 4.9 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 4.9 1.1% 4 +0.4 pp +0.4 pp +0.3 pp +1.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 4.9 1.0% 4 -2.7 pp -3.1 pp -2.1 pp +1.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 4.9 3.1% 4 +0.3 pp +0.1 pp -0.0 pp +3.1 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.8 1.3% 4 +0.2 pp +0.2 pp +0.3 pp +1.3 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.8 1.9% 4 +0.0 pp -0.9 pp -0.1 pp +1.9 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
King Wealth Management Group CIK 0001568235 0.741 176 4.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.8 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 4.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 4.7 1.9% 4 +0.1 pp -0.1 pp +0.0 pp +1.9 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 4.7 0.3% 1 +0.3 pp -1.1 pp +0.1 pp +0.3 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 4.7 1.4% 4 -0.0 pp -0.1 pp +0.1 pp +1.4 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 4.6 1.5% 4 +0.1 pp +0.7 pp +1.0 pp +1.5 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 4.6 3.7% 4 -0.1 pp -0.1 pp -0.0 pp +3.7 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.6 3.0% 6 +0.0 pp +0.0 pp +0.2 pp +0.8 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 4.6 0.6% 4 -0.0 pp +0.0 pp -0.1 pp +0.6 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.6 0.2% 3 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Element Wealth, LLC CIK 0001802743 0.267 212 4.5 1.9% 4 +0.0 pp +0.0 pp +0.0 pp +1.9 pp
Plancorp, LLC CIK 0001599579 0.797 425 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 4.5 2.1% 4 -0.0 pp -0.1 pp -0.0 pp +2.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 4.5 0.6% 4 -2.7 pp -2.5 pp -2.4 pp +0.6 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 4.5 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.5 2.9% 4 +0.1 pp +0.2 pp +0.3 pp +2.9 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 4.5 0.6% 4 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
New Hampshire Trust CIK 0001961742 0.436 176 4.5 0.9% 4 +0.1 pp -0.0 pp -0.0 pp +0.9 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 4.5 0.9% 4 +0.2 pp +0.3 pp +0.5 pp +0.9 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 4.5 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 4.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 4.5 4.0% 4 +0.1 pp +0.1 pp +0.2 pp +4.0 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 4.5 2.8% 4 -1.1 pp -0.5 pp +0.9 pp +2.8 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 4.4 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.4 0.8% 4 +0.0 pp +0.1 pp +0.3 pp +0.8 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 4.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 4.3 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 4.3 1.6% 4 +0.1 pp -0.2 pp -0.0 pp +1.6 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 4.3 2.7% 6 -0.4 pp -1.4 pp -1.4 pp -2.1 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 4.3 2.8% 4 +0.0 pp -0.0 pp +0.0 pp +2.8 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 4.3 3.6% 2 -1.2 pp +3.6 pp +3.6 pp +3.6 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.3 0.3% 6 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 4.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 4.2 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 4.2 1.1% 4 +0.1 pp +0.0 pp -0.0 pp +1.1 pp
5T Wealth, LLC CIK 0002039313 0.300 134 4.2 1.7% 4 -0.4 pp -0.2 pp +0.1 pp +1.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.2 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 4.2 1.3% 4 -0.2 pp -0.5 pp -0.5 pp +1.3 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 4.2 4.3% 3 +1.0 pp +2.0 pp +4.3 pp +4.3 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 4.1 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 4.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 4.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 4.1 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.1 0.3% 2 +0.0 pp +0.3 pp -0.0 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 4.0 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.9 2.1% 4 +0.0 pp -0.0 pp +0.1 pp +2.1 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 3.9 1.9% 4 -0.0 pp -0.0 pp +0.0 pp +1.9 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 3.9 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 3.9 2.7% 4 +0.8 pp +1.4 pp +1.9 pp +2.7 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 3.9 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
Aureum Wealth Management, LLC CIK 0002093444 0.383 62 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Main Management LLC CIK 0001583092 0.804 95 3.9 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 3.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 3.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
NWAM LLC CIK 0001655006 0.392 684 3.7 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.7 1.2% 4 +0.4 pp +0.2 pp +0.0 pp +1.2 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 3.7 1.9% 4 -0.5 pp -0.8 pp -0.8 pp +1.9 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 3.7 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.7 1.1% 4 -0.1 pp +0.2 pp +0.3 pp +1.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 3.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.6 2.1% 4 -0.0 pp -0.2 pp +0.5 pp +2.1 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 3.6 0.6% 4 +0.1 pp +0.1 pp +0.4 pp +0.6 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 3.6 2.7% 4 +0.8 pp +0.7 pp +0.8 pp +2.7 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 3.6 2.8% 5 -0.0 pp +0.5 pp +0.8 pp +1.8 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.6 1.3% 4 -0.7 pp -0.7 pp -0.4 pp +1.3 pp
Key Capital Management, INC CIK 0002107249 0.369 726 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 3.6 1.1% 4 -0.0 pp -0.0 pp -1.2 pp +1.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.6 1.1% 4 -1.0 pp -0.1 pp -0.0 pp +1.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.6 1.3% 4 -0.4 pp -0.3 pp +0.9 pp +1.3 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 3.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.6 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 3.6 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 3.5 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 3.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.5 0.4% 2 +0.0 pp +0.4 pp +0.0 pp +0.4 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.5 1.4% 6 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 3.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.5 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 3.4 2.2% 4 +0.2 pp +0.4 pp +0.6 pp +2.2 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.4 1.5% 4 +0.2 pp -0.3 pp -0.3 pp +1.5 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 3.4 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.4 0.7% 4 -0.6 pp -0.5 pp +0.0 pp +0.7 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 3.3 1.6% 4 +0.2 pp +0.5 pp +0.6 pp +1.6 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 3.2 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 3.2 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 3.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Cordant, Inc. CIK 0001830942 0.704 353 3.2 1.3% 4 -0.0 pp -0.2 pp -0.2 pp +1.3 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 3.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 3.2 1.6% 4 -0.3 pp -0.5 pp -0.4 pp +1.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 3.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.1 1.0% 4 -1.4 pp -1.3 pp -0.9 pp +1.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 3.1 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 3.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 3.1 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
DDFG, Inc CIK 0001967640 0.535 91 3.1 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Keel Point, LLC CIK 0001386935 0.645 514 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.1 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.1 1.1% 4 -0.1 pp +0.2 pp +0.2 pp +1.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 3.1 1.5% 4 +0.2 pp +0.3 pp +0.8 pp +1.5 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 3.1 1.8% 4 +0.2 pp +1.2 pp +1.3 pp +1.8 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 3.0 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 3.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 3.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.9 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.9 1.2% 5 +0.8 pp +1.1 pp +0.4 pp +0.7 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 2.9 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 2.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 2.8 1.8% 4 -0.0 pp -0.1 pp +0.0 pp +1.8 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 2.8 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 2.8 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 2.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 2.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 2.7 1.6% 4 +0.2 pp +0.4 pp +0.5 pp +1.6 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.7 0.4% 4 -0.3 pp -0.2 pp -0.2 pp +0.4 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.7 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.7 0.6% 4 +0.4 pp +0.4 pp +0.4 pp +0.6 pp
Chris Bulman Inc CIK 0002032404 0.343 165 2.7 1.2% 4 -0.1 pp -0.1 pp -0.5 pp +1.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.6 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 2.6 1.2% 4 +0.3 pp +1.0 pp +1.0 pp +1.2 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 2.6 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vilga Financial Planning LLC CIK 2083456 0.364 93 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WealthPoint Financial, LLC CIK 0002040860 0.147 126 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 2.5 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.5 0.5% 4 -0.1 pp +0.1 pp -0.3 pp +0.5 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 2.5 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
MATTERS CAPITAL LLC CIK 0002110838 0.153 75 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 2.5 1.1% 4 -0.1 pp -0.0 pp -0.0 pp +1.1 pp
MATAURO, LLC CIK 0002052964 0.684 158 2.5 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 2.5 2.3% 4 +0.1 pp +0.0 pp -0.3 pp +2.3 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.4 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 2.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.4 0.3% 4 -2.0 pp -2.0 pp -2.4 pp +0.3 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.709 86 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Renasant Bank CIK 0001656167 0.136 141 2.4 1.7% 4 +0.8 pp +1.1 pp +1.5 pp +1.7 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 2.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.4 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.4 1.5% 4 +0.7 pp -0.1 pp -0.1 pp +1.5 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 2.4 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ARWA LLC CIK 0002113621 0.167 139 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 2.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.3 1.2% 5 -0.9 pp -0.5 pp -0.5 pp +0.3 pp
Berman McAleer LLC CIK 0002094332 0.753 175 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Sankala Group LLC CIK 0002113426 0.123 631 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
JSF Financial, LLC CIK 0001802224 0.568 141 2.3 0.4% 4 -0.7 pp -0.8 pp -0.7 pp +0.4 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 2.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 2.3 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.3 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Napier Financial, LLC CIK 0002086579 0.647 472 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 2.2 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.2 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 2.2 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.2 0.0% 4 -1.9 pp -2.0 pp -2.2 pp +0.0 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.2 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 2.2 1.1% 4 +0.0 pp +0.2 pp +0.3 pp +1.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.2 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 2.2 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 2.2 1.1% 4 +0.2 pp +0.3 pp +0.7 pp +1.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 2.2 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.2 1.2% 4 +0.2 pp +0.4 pp +0.5 pp +1.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.2 1.3% 4 +0.1 pp +0.3 pp +0.4 pp +1.3 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 2.2 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
LPWM LLC CIK 0001801101 0.514 98 2.1 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jordan Park Trust Co LLC CIK 0002051108 0.877 15 2.1 1.6% 4 +0.2 pp -0.7 pp -0.4 pp +1.6 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Balefire, LLC CIK 0001750924 0.097 475 2.1 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Variant Private Wealth, LLC CIK 0002054798 0.297 42 2.1 2.5% 4 +0.4 pp -1.6 pp -1.8 pp +2.5 pp
Essential Partners LLC CIK 0002136442 0.019 2853 2.1 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.1 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 2.1 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 2.1 0.8% 4 -0.0 pp +0.1 pp +0.4 pp +0.8 pp
Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.1 1.2% 4 -0.0 pp +0.7 pp +0.7 pp +1.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 2.1 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 2.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 2.1 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
EFG International AG CIK 0002109868 0.615 1088 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 2.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 2.0 1.5% 4 -0.2 pp -0.2 pp -0.3 pp +1.5 pp
Unify Financial Advisors CIK 0002126814 0.217 90 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 2.0 1.0% 4 +0.0 pp -0.3 pp -0.6 pp +1.0 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 2.0 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 1.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 1.9 0.6% 4 -0.1 pp +0.0 pp +0.3 pp +0.6 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.9 1.3% 4 +0.1 pp +0.3 pp +0.4 pp +1.3 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 1.9 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 1.9 1.4% 4 -0.5 pp -0.2 pp -0.3 pp +1.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 1.9 1.9% 4 -0.3 pp -0.3 pp -0.3 pp +1.9 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.9 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
ADE, LLC CIK 0001845950 0.661 93 1.9 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.9 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 1.9 0.7% 4 -4.4 pp -3.9 pp -3.6 pp +0.7 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.9 0.8% 4 -0.0 pp +0.1 pp -0.2 pp +0.8 pp
Heritage Trust Co CIK 0001706028 0.448 313 1.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 1.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 1.8 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 1.8 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.8 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 1.8 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.8 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 1.8 0.9% 3 +0.5 pp +0.7 pp +0.9 pp +0.9 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 1.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 1.7 0.6% 4 -0.1 pp +0.3 pp +0.3 pp +0.6 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 1.7 0.6% 4 -0.5 pp -0.1 pp -0.1 pp +0.6 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 1.7 2.4% 1 +2.4 pp -0.0 pp +2.4 pp +2.4 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 1.7 0.8% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
IFC Advisors LLC CIK 0002053348 0.691 179 1.6 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.6 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 1.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.6 1.0% 4 -0.3 pp -0.1 pp +0.2 pp +1.0 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 1.6 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 1.6 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Sensible Money, LLC CIK 0001965229 0.852 101 1.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.6 0.5% 4 +0.2 pp +0.1 pp +0.3 pp +0.5 pp
Payne Capital LLC CIK 0002094426 0.375 59 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.5 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.5 0.5% 4 -0.1 pp -0.2 pp +0.0 pp +0.5 pp
Contango Wealth Management LLC CIK 2137383 0.124 52 1.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 1.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.5 1.0% 4 -0.0 pp -0.5 pp -0.7 pp +1.0 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 1.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 1.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Friday Financial CIK 0002048792 0.653 108 1.5 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 1.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 1.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Veracity Capital LLC CIK 0001811005 0.270 223 1.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 1.4 1.3% 4 -0.0 pp -0.4 pp -0.2 pp +1.3 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TICINO WEALTH CIK 0002105416 0.168 135 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.4 0.9% 4 +0.1 pp +0.1 pp -0.1 pp +0.9 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 1.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 1.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clarendon Private LLC CIK 0001961628 0.221 124 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 1.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.3 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
CGN Advisors LLC CIK 0001841506 0.595 322 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.645 155 1.3 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 1.3 0.6% 4 +0.3 pp +0.3 pp +0.2 pp +0.6 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.3 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.2 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 1.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
DARA CAPITAL US, INC. CIK 0001891892 0.086 110 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.2 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.2 0.2% 2 -0.1 pp +0.2 pp -0.1 pp +0.2 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.2 0.2% 4 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.2 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Roundview Capital LLC CIK 0001476804 0.530 349 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 1.2 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.2 0.2% 4 -1.8 pp -1.6 pp -1.3 pp +0.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.2 0.2% 4 -0.2 pp +0.1 pp -0.2 pp +0.2 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 1.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Essex Bank CIK 0001752212 0.260 318 1.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 1.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.2 0.1% 4 -0.0 pp -2.3 pp -2.4 pp +0.1 pp
MEYER HANDELMAN CO CIK 0000045319 0.623 274 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.1 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
American Trust CIK 0001905128 0.729 334 1.1 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 1.1 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.1 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Values Added Financial LLC CIK 0001973921 0.422 147 1.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 1.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.1 0.5% 4 -0.3 pp -0.2 pp -0.3 pp +0.5 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.1 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 1.1 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.1 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lee Financial Co CIK 0001391166 0.828 162 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Management CIK 0002113155 0.022 91 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.0 0.6% 4 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 1.0 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.0 0.6% 4 +0.0 pp -0.5 pp -1.6 pp +0.6 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.0 0.8% 4 +0.1 pp +0.4 pp +0.4 pp +0.8 pp
McAdam, LLC CIK 0001695490 0.802 516 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Five Oceans Advisors CIK 0001876326 0.524 204 1.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.0 0.2% 4 -0.5 pp -0.4 pp -0.4 pp +0.2 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 1.0 0.4% 4 -1.8 pp -1.9 pp -1.8 pp +0.4 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 1.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 1.0 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DV Trading LLC CIK 0001721757 0.000 395 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Human Investing LLC CIK 0001767513 0.861 105 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.0 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.9 0.3% 4 -0.3 pp -0.4 pp -0.3 pp +0.3 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.9 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
ASL Financial, LLC CIK 0002105933 0.440 99 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.9 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.9 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
One Day In July LLC CIK 0001823172 0.854 167 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.9 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.5% 4 -1.3 pp -0.9 pp -0.6 pp +0.5 pp
Bank of Marin CIK 0001801145 0.155 133 0.9 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.9 0.6% 4 -0.0 pp +0.1 pp -0.9 pp +0.6 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.9 0.5% 2 +0.0 pp +0.5 pp +0.3 pp +0.5 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tenzing Financial LLC CIK 0002111360 0.444 84 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.9 0.3% 4 +0.1 pp -1.9 pp +0.1 pp +0.3 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 0.9 0.7% 4 -0.0 pp -0.1 pp +0.0 pp +0.7 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.9 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Tufton Capital Management CIK 0001055963 0.400 127 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.8 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.8 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.8 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.8 0.3% 2 -0.0 pp +0.3 pp -0.0 pp +0.3 pp
Topor & Co. Korea CIK 0002113285 0.778 19 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.8 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
tru Independence LLC CIK 0001785445 0.641 108 0.8 0.4% 4 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
First Bank & Trust CIK 0001692632 0.535 270 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.8 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.8 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integras Partners LLC CIK 0002055384 0.140 100 0.8 0.5% 4 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
LCW Services, LLC CIK 0002110690 0.770 40 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.8 0.3% 4 -1.0 pp -0.9 pp -1.0 pp +0.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.601 168 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.8 0.4% 2 +0.1 pp +0.4 pp +0.2 pp +0.4 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.8 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.7 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
MASECO LLP CIK 0002074052 0.917 291 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.7 0.2% 4 +0.0 pp -0.2 pp +0.1 pp +0.2 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Unified Investment Management CIK 0002054855 0.105 141 0.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.7 0.3% 4 -0.3 pp +0.0 pp +0.1 pp +0.3 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.7 0.3% 4 -3.4 pp -3.4 pp +0.0 pp +0.3 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.7 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Emprise Bank CIK 0002018815 0.570 109 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 0.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
O'Keefe Stevens Advisory, Inc. CIK 0001780565 0.611 81 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.6 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.6 0.3% 2 -0.1 pp +0.3 pp -0.2 pp +0.3 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.6 1.1% 4 +0.1 pp +0.7 pp +0.8 pp +1.1 pp
Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Axos Invest Inc. CIK 0002042928 0.762 20 0.6 0.5% 4 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.6 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.6 0.1% 5 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.2% 4 -0.3 pp -0.3 pp -0.3 pp +0.2 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Reflection Asset Management CIK 0002108398 0.101 127 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IF Advisors, LLC CIK 0002109472 0.403 60 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.5 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.5 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keenan, LLC CIK 0002111703 0.676 45 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.5 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.5 0.8% 4 -0.1 pp +0.1 pp -0.2 pp +0.8 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.5 0.4% 4 -0.3 pp +0.0 pp -0.3 pp +0.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.5 0.1% 2 -5.5 pp +0.1 pp +0.1 pp +0.1 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.506 245 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.5 0.2% 4 -1.2 pp -1.3 pp -1.4 pp +0.2 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.389 184 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 0.4 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.4 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.4 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Betterment LLC CIK 0001633901 0.437 675 0.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EdgeRock Capital LLC CIK 0001908378 0.651 134 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Adventist Health System/ West CIK 0001802516 0.949 12 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.4 0.1% 4 -2.0 pp -2.1 pp -2.1 pp +0.1 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HBE Wealth Management, LLC CIK 0002104442 0.580 59 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clearwave Capital, LLC CIK 0002111821 0.177 166 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Outbound Financial Inc CIK 2144328 0.605 45 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Collier Financial CIK 0001902901 0.619 141 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 4 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
WJ Financial Advisors LLC CIK 0002095682 0.187 136 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
apricus wealth, LLC CIK 0001913842 0.132 129 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Town Capital LLC CIK 1871352 0.216 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 4 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Harrington Investments, INC CIK 0001386364 0.286 82 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BAYBAN CIK 0002110649 0.250 595 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Thompson David Blair CIK 2150492 0.059 212 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Prism Planning Partners LLC CIK 0002110534 0.691 35 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOTCO CIK 0001306333 0.349 840 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kooman & Associates CIK 0001961850 0.724 56 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.3 0.1% 4 -0.3 pp -0.1 pp -0.1 pp +0.1 pp
Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American National Bank of Texas CIK 0002086953 0.569 56 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.3 0.3% 4 -6.6 pp -5.6 pp -5.7 pp +0.3 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.3 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.3 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Citizens Business Bank CIK 0001948632 0.474 139 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
River Street Advisors LLC CIK 0001964897 0.314 177 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.2 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.2 0.1% 4 -0.7 pp -0.7 pp -0.8 pp +0.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.2 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DB&C Advisors, LLC CIK 0002107377 0.230 76 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.2% 2 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Trust Co CIK 0001632554 0.769 908 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.2 0.1% 4 -0.9 pp -1.0 pp -1.2 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family Capital Trust Co CIK 0001123320 0.317 83 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 4 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 3 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.657 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -2.9 pp -2.9 pp -3.4 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 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 -1.7 pp -1.8 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -1.1 pp -1.1 pp -1.1 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.888 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 0.0 0.0% 0 -34.8 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.8 pp -1.2 pp -1.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -1.7 pp -1.6 pp -1.5 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -2.8 pp -2.8 pp -2.8 pp +0.0 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -3.3 pp -3.3 pp +0.0 pp +0.0 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp -7.1 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -6.4 pp -6.9 pp -6.9 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -2.1 pp -2.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -5.5 pp -4.4 pp -4.0 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -1.0 pp -0.3 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -3.3 pp -3.4 pp -3.3 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -4.1 pp -4.1 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.2 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 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 -0.9 pp -0.6 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -1.6 pp -1.7 pp -1.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -21.2 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.5 pp -0.3 pp -0.2 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -2.5 pp -1.8 pp -1.2 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -1.0 pp -0.7 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 -0.1 pp -0.1 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -1.4 pp -0.8 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 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 +0.0 pp
VeraBank, N.A. CIK 0001767297 0.624 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLKBRD Asset Management, LP CIK 0002035232 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.6 pp -0.9 pp -0.8 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -5.6 pp -5.3 pp -4.8 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -2.3 pp -2.2 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -5.5 pp -5.3 pp -5.3 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -2.9 pp -2.8 pp -2.8 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -1.9 pp -1.5 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status