Signals

← Signals

★IGSB

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

Flow ranking

Rank#183
Score / z1.122 / 1.42
Consensus291.13 over 566 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-3% / 1.2d

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 ▾
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,218.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,115.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 775.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 701.0 24.3% 1 +24.3 pp +24.3 pp +24.3 pp +24.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 680.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 515.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 455.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 427.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 409.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 405.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 389.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 360.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 304.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 256.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 253.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 243.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 221.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 197.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 176.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 161.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 157.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 154.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 151.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 146.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 133.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 128.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 113.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 113.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 102.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 97.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 94.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 90.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 88.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 86.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 86.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 82.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 78.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 77.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 74.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 70.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 69.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 68.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 66.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 65.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 63.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 62.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 60.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 59.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 58.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 57.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 54.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 50.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 49.0 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 47.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 46.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 44.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 43.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 42.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 41.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 40.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 40.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 38.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 36.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 36.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 35.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 34.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 34.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 34.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 33.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 33.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 31.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 29.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 28.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 27.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 27.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 27.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 26.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 25.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 25.3 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 25.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 24.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 21.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 21.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 20.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 20.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 19.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 19.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 19.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 19.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 19.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 18.6 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 18.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 18.4 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 17.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 17.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 17.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 17.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 16.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 16.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 15.9 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 15.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 14.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 13.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 13.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 13.2 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 13.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 13.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KWMG, LLC CIK 0001633024 0.515 153 12.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 12.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 12.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 12.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 12.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 12.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 12.0 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 11.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 11.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 11.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 10.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 10.5 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 10.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 10.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 10.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 9.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 9.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 9.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 8.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 8.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Main Management LLC CIK 0001583092 0.804 95 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 8.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 7.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 7.4 0.6% 3 -0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 7.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 7.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 6.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 6.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 6.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 6.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 6.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 5.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 4.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆UNITED BANK CIK 0001286478 0.652 130 4.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 4.2 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 3.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 3.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CROBAN CIK 0001694663 0.128 81 2.8 2.4% 3 -0.5 pp -0.5 pp +2.4 pp +2.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.3 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 2.0 1.6% 3 -0.5 pp -0.7 pp +1.6 pp +1.6 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 1.8 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆First Washington CORP CIK 0001390043 0.501 51 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Exchange Bank CIK 0002001155 0.178 130 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.9 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 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quaker Capital Investments, LLC CIK 0001633648 0.687 22 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1492 Capital Management LLC CIK 0001584087 0.142 133 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IGSB). Qtrs Held counts distinct quarters this fund has actually held IGSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGSB position size. Δ columns are the percentage-point change in IGSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status