Signals

IJH

2383 in-universe funds with a nonzero position in IJH within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#186
Score / z1.103 / 1.39
Consensus691.73 over 1381 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7,435.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 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 4,210.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,719.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,105.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,401.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,292.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2,274.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,143.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,667.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,649.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,610.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,586.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,407.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,387.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,079.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 968.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 955.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 919.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 865.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 639.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 632.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 610.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 564.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 560.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 552.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 526.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 520.1 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 520.1 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 463.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 434.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 404.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 344.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 339.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 334.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 328.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Starboard Value LP CIK 0001517137 0.869 21 325.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 323.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 297.7 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 291.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 284.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 273.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 271.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 262.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 224.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 215.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAVIS R M INC CIK 0000891287 0.824 280 198.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 196.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 192.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 173.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 170.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 166.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 162.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 159.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 159.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 153.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 149.6 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 145.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 145.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 144.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 141.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 140.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 137.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 136.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Members Trust Co CIK 0001677560 0.939 170 135.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 132.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 132.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 131.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 131.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 127.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 126.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 117.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 115.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 112.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 110.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 109.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 107.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BOKF, NA CIK 0000009634 0.752 1160 105.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 104.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 102.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 98.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 97.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 97.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 96.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 92.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 90.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 90.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 90.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 86.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 86.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
RMR Wealth Builders CIK 0001803848 0.732 316 85.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 84.2 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 83.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 83.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 82.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 81.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Lee Financial Co CIK 0001391166 0.828 162 80.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 79.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 79.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 78.2 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 77.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 77.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 76.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 74.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 73.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 73.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 72.9 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 72.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 72.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 72.1 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 70.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 70.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 69.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 68.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 67.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 67.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 66.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 64.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 64.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Destination Wealth Management CIK 0001278573 0.701 325 63.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 62.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 62.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 61.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 61.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Bangor Savings Bank CIK 0001352675 0.827 543 60.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CW Advisors, LLC CIK 0001904976 0.000 0 60.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 59.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 58.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 57.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FIL Ltd CIK 0000318989 0.878 1140 57.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 56.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 55.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 54.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 54.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 53.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 53.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 53.2 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 52.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 51.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 51.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 51.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 50.9 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUEFG, LLC CIK 0001766067 0.882 75 49.9 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 49.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 49.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 49.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 49.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 49.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 48.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 48.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
American Trust CIK 0001905128 0.729 334 48.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 48.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 48.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 47.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 47.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 46.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 45.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 45.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 44.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 44.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 43.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 43.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 43.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 42.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 42.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 42.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 42.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 42.1 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 41.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 41.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 41.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 41.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 41.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 41.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 40.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 40.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Graypoint LLC CIK 0001794198 0.550 526 40.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 40.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
INTRUST BANK NA CIK 0001034771 0.638 416 40.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 40.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 39.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 39.6 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 39.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Diversified Trust Co CIK 0001479844 0.817 1115 38.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 38.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Fiera Capital Corp CIK 0001505817 0.842 401 38.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 38.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 38.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 37.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 37.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fosun International Ltd CIK 0001447884 0.512 73 37.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 36.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 36.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 36.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 36.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 35.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 35.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 34.4 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 34.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 34.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 33.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Human Investing LLC CIK 0001767513 0.861 105 33.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudock, Inc. CIK 0001543536 0.674 217 32.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 31.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 31.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 31.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 31.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 30.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 30.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 30.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 30.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 30.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 30.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 30.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 30.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 30.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 30.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 29.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 29.4 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 29.3 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 29.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 29.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 29.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 28.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BAILARD, INC. CIK 0000750641 0.578 763 28.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 28.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verde Capital Management CIK 0001802891 0.578 80 28.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 27.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 27.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 26.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 26.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 26.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Randolph Co Inc CIK 0001475150 0.451 47 26.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 26.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 26.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 25.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 25.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 25.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 25.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 25.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 25.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 25.1 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 24.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 24.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 24.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
LGL PARTNERS, LLC CIK 0001653202 0.783 62 24.6 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 24.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 24.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 24.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
King Wealth Management Group CIK 0001568235 0.741 176 23.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 23.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 23.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 23.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 23.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Coastline Trust Co CIK 0001324279 0.630 406 23.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 23.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Iowa State Bank CIK 0001546967 0.467 118 23.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 23.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 23.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 22.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Argent Trust Co CIK 0001625292 0.533 769 22.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 22.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 22.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
ANB BANK CIK 0002067126 0.446 127 22.2 10.0% 2 +0.5 pp +10.0 pp +10.0 pp +10.0 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 22.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 22.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 21.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 21.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 21.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 21.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 21.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 21.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 21.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 21.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 21.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 20.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arkos Global Advisors CIK 0001769089 0.805 124 20.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 20.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 20.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CONNING INC. CIK 0000801051 0.496 327 20.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 20.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 20.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 20.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PENINSULA ASSET MANAGEMENT INC CIK 0001091923 0.440 54 19.8 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 19.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 19.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 19.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
jvl associates llc CIK 0001915765 0.770 79 19.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 19.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 19.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 18.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 18.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 18.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 18.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 18.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 18.7 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 18.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 18.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 18.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 18.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 18.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 18.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 18.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 18.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 18.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 18.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 18.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 18.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 17.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 17.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 17.7 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 17.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 17.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 17.5 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
Avondale Wealth Management CIK 0001738720 0.648 66 17.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 17.4 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 17.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Simmons Bank CIK 0001674486 0.467 369 17.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 17.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 17.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 17.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 17.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 17.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 17.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 16.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 16.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 16.5 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 16.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 16.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 16.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 16.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 16.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 16.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 16.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 15.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 15.8 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 15.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 15.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 15.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 15.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 15.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 15.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 15.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 15.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 15.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Platt Investment Counsel, LLC CIK 0001859195 0.852 14 15.1 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 15.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Eley Financial Management, Inc CIK 0001965267 0.491 72 15.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 15.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 14.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 14.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 14.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 14.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 14.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 14.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 14.5 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 14.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 14.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 14.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 14.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 14.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
PDS Planning, Inc CIK 0000838618 0.712 609 14.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 14.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 14.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 14.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 13.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Boyd Wealth Management, LLC CIK 0001846114 0.523 47 13.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 13.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SWS Partners CIK 0001731731 0.307 108 13.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
River Street Advisors LLC CIK 0001964897 0.315 177 13.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 13.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 13.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First Bank & Trust CIK 0001692632 0.535 270 13.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 13.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 13.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LTG Capital LLC CIK 0001936987 0.796 24 13.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 13.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 13.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 13.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 13.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 13.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 13.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 13.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 13.1 4.6% 3 -0.2 pp -0.6 pp +4.6 pp +4.6 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 13.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 13.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First Western Trust Bank CIK 0001513189 0.923 215 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 12.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 12.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 12.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 12.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 12.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 12.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 12.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 12.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 12.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Petix & Botte Co CIK 0001803255 0.507 144 12.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 12.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Towercrest Capital Management CIK 0001633288 0.713 110 12.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 12.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 12.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 12.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 11.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 11.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 11.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 11.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Hardy Reed LLC CIK 0001761871 0.866 252 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 11.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Choate Investment Advisors CIK 0001399794 0.922 472 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 11.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Campion Asset Management CIK 0001843492 0.531 83 11.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 11.2 5.1% 3 -1.2 pp -4.0 pp +5.1 pp +5.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 11.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 11.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 11.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 11.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 11.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 11.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 11.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 11.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.9 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 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 10.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 10.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 10.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Dentgroup LLC CIK 0001867570 0.289 93 10.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 10.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 10.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 10.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 10.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 10.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 10.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 10.5 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
JSF Financial, LLC CIK 0001802224 0.568 141 10.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Partnership Wealth Management, LLC CIK 0002010656 0.561 67 10.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 10.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Certified Advisory Corp CIK 0001731732 0.386 327 10.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 10.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 10.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Community Bank, N.A. CIK 0001632187 0.503 530 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 10.0 7.6% 3 -0.0 pp -0.2 pp +7.6 pp +7.6 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 10.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 9.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 9.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 9.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 9.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 9.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 9.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Idaho Trust Co CIK 0001568069 0.536 98 9.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 9.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
CX Institutional CIK 0001737089 0.437 1568 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 9.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 9.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 9.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 9.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 9.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 9.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Rossmore Private Capital CIK 0001733082 0.520 340 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 9.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 9.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
David J Yvars Group CIK 0001836266 0.505 105 9.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 9.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
YANKCOM Partnership CIK 0002036975 0.405 308 8.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 8.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 8.8 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Caldwell Trust Co CIK 0002080218 0.488 811 8.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 8.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 8.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LeConte Wealth Management, LLC CIK 0002060443 0.260 179 8.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 8.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 8.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 8.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 8.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 8.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
New Hampshire Trust CIK 0001961742 0.436 176 8.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
St. Louis Trust Co CIK 0001661144 0.000 125 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.3 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 8.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 8.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 8.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 8.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
EASTERN BANK CIK 0001126395 0.668 1038 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 8.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 8.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 8.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 8.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 8.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 8.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 8.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 7.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 7.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 7.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 7.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 7.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 7.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
EWA, LLC CIK 0001835252 0.457 332 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 7.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.6 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 7.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 7.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 7.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Madrid Financial Services CIK 0002135336 0.540 26 7.4 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 7.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ROGCO, LP CIK 0001998892 0.631 224 7.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 7.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 7.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boltwood Capital Management CIK 0001563690 0.369 192 7.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 7.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SOL Capital Management CO CIK 0001339270 0.000 0 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 7.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 7.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF HAWAII CIK 0000315080 0.804 233 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 7.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 7.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 6.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 6.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
2UniFi Bank CIK 0002040900 0.000 0 6.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Legacy Trust CIK 0001772483 0.355 210 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 6.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 6.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 6.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Financial Council, LLC CIK 0001883629 0.681 106 6.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Busey Bank CIK 0001427202 0.741 388 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 6.6 3.5% 3 +0.4 pp +0.8 pp +3.5 pp +3.5 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 6.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 6.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 6.4 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 6.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 6.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 6.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 6.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 6.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 6.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 6.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 6.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 6.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 6.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 6.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 5.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 5.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 5.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 5.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 5.7 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FCA CORP /TX CIK 0001166402 0.236 203 5.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 5.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 5.6 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 5.5 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 5.5 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 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 5.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 5.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
InvesTrust CIK 0002050848 0.267 95 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 5.4 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 5.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.3 4.4% 3 -0.0 pp -0.4 pp +4.4 pp +4.4 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 5.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 5.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 5.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 5.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FC Advisory LLC CIK 0001683754 0.633 118 5.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Souders Financial Advisors CIK 0001811240 0.482 224 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 4.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 4.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BSW Wealth Partners CIK 0001512601 0.641 331 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STAR Financial Bank CIK 0001965329 0.528 109 4.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REBALANCE, LLC CIK 0001811052 0.941 103 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
United Bank CIK 0001697791 0.298 122 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 4.7 1.6% 3 -0.1 pp +0.2 pp +1.6 pp +1.6 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NEPC LLC CIK 0001424799 0.960 53 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GenTrust, LLC CIK 0001697110 0.832 201 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 4.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 4.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DOHJ, LLC CIK 0001801881 0.000 0 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 4.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 4.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allegheny Financial Group CIK 0001844148 0.553 305 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RDA Financial Network CIK 0001774086 0.257 284 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NOVEM GROUP CIK 0001926783 0.247 437 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Breakwater Capital Group CIK 0001964309 0.408 374 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 4.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 4.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 4.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Next Capital Management LLC CIK 0001752762 0.504 138 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
United Community Bank CIK 0002000314 0.267 534 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 4.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 4.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 4.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 4.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ETF Store, Inc. CIK 0001911470 0.237 114 3.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Variant Private Wealth, LLC CIK 0002054798 0.297 42 3.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Embree Financial Group CIK 0002020860 0.466 283 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
360 Financial, Inc. CIK 0001802324 0.655 85 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 3.5 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 3.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NWAM LLC CIK 0001655006 0.392 684 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
C2C Wealth Management, LLC CIK 0001868903 0.341 95 3.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 3.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Bank of New Hampshire CIK 0001870761 0.280 537 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
General Partner, Inc. CIK 0001800508 0.326 167 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sachetta, LLC CIK 0002010574 0.327 1025 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 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 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Patten Group, Inc. CIK 0001633207 0.286 325 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 2.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Fairman Group, LLC CIK 0002016719 0.432 332 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Curat Global, LLC CIK 0002063003 0.123 251 2.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Wealth Group Ltd CIK 0002010748 0.858 95 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 2.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Well Done, LLC CIK 0001667132 0.522 202 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Apexium Financial, LP CIK 0001765285 0.880 288 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FLC Capital Advisors CIK 0001713697 0.549 229 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Operose Advisors LLC CIK 0001909750 0.647 522 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
XML Financial, LLC CIK 0001800465 0.420 447 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ERn Financial, LLC CIK 0001768302 0.529 161 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WorthPointe, LLC CIK 0001921448 0.605 123 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Bensler, LLC CIK 0001965941 0.354 198 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENZI WEALTH CIK 0001887441 0.755 76 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maple Capital Management, Inc. CIK 0001313893 0.737 127 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sherman Asset Management, Inc. CIK 0001736535 0.391 136 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 2.2 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.1 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 2.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MATAURO, LLC CIK 0002052964 0.684 158 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Bank CIK 0002001155 0.178 130 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TFB Advisors LLC CIK 0001965201 0.232 190 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SFM, LLC CIK 0002064225 0.428 69 1.9 1.2% 3 +0.4 pp +0.3 pp +1.2 pp +1.2 pp
Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Glassman Wealth Services CIK 0001642160 0.931 236 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ORG Partners LLC CIK 0001979372 0.288 1708 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Trust Point Inc. CIK 0001635633 0.568 463 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sunpointe, LLC CIK 0002012181 0.156 281 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 1.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Citizens Business Bank CIK 0001948632 0.474 139 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
waypoint wealth counsel CIK 0001807909 0.207 149 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ashford Advisors, LLC CIK 0001861158 0.927 23 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MFA Wealth Services CIK 0001989379 0.288 134 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WP Advisors, LLC CIK 0001697796 0.593 119 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VeraBank, N.A. CIK 0001767297 0.624 167 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
KG Capital Management CIK 0001771687 0.158 142 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 1.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarendon Private LLC CIK 0001961628 0.221 124 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 1.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CGN Advisors LLC CIK 0001841506 0.595 322 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
626 Financial, LLC CIK 0001911035 0.453 126 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KWB Wealth CIK 0001822236 0.453 169 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GS Investments, Inc. CIK 0001714590 0.093 133 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 1.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MWA Asset Management CIK 0001903058 0.228 129 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argentarii, LLC CIK 0002030055 0.348 213 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Gainplan LLC CIK 0001697857 0.087 60 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
S.A. Mason LLC CIK 0001800911 0.217 282 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creekside Partners CIK 0002035951 0.343 193 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ledyard National Bank CIK 0001310658 0.559 255 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Essex Bank CIK 0001752212 0.260 318 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First National Advisers, LLC CIK 0001941030 0.386 251 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNITED BANK CIK 0001286478 0.652 130 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GDS Wealth Management CIK 0001940869 0.458 232 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 1.1 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tufton Capital Management CIK 0001055963 0.400 127 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TSFG, LLC CIK 0001800513 0.413 891 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cypress Capital Group CIK 0001341748 0.370 314 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MBA Advisors LLC CIK 0001848704 0.403 164 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Thomasville National Bank CIK 0001561790 0.600 241 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit X, LLC CIK 0001697729 0.000 0 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Port Advisors CIK 0001744348 0.222 266 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GERBER, LLC CIK 0002014164 0.601 96 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Weaver Consulting Group CIK 0001780055 0.312 297 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COWA, LLC CIK 0001844480 0.512 181 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Westhampton Capital, LLC CIK 0001639997 0.307 131 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.0 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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kooman & Associates CIK 0001961850 0.724 56 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TL Private Wealth CIK 0001802868 0.876 54 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Balefire, LLC CIK 0001750924 0.097 475 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPWM LLC CIK 0001801101 0.514 98 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Security National Bank CIK 0001719739 0.452 392 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SWMG, LLC CIK 0001839255 0.473 100 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brookmont Capital Management CIK 0001512978 0.340 61 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CLG LLC CIK 0002059872 0.428 156 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWK Group, Inc. CIK 0001803054 0.429 71 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Seneca House Advisors CIK 0001731359 0.316 103 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Columbia Bank CIK 0002017259 0.353 165 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Emprise Bank CIK 0002018815 0.570 109 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KWMG, LLC CIK 0001633024 0.515 153 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Somerset Trust Co CIK 0001597099 0.267 186 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
MOTCO CIK 0001306333 0.349 840 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Narwhal Capital Management CIK 0001461287 0.675 155 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.6 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Oak Asset Management, LLC CIK 0001726375 0.419 115 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Money Management, LLC CIK 0001600085 0.433 174 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQ LLC CIK 0001757605 0.412 87 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Athena Investment Management CIK 0001921093 0.240 132 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
LM Advisors LLC CIK 0002011314 0.053 224 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invst, LLC CIK 0001867587 0.314 343 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Future Fund LLC CIK 0001911970 0.079 118 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CVFG LLC CIK 0002050974 0.313 250 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
City State Bank CIK 0001910666 0.322 809 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.5 0.3% 2 -2.0 pp +0.3 pp +0.3 pp +0.3 pp
William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drexel Morgan & Co. CIK 0001508512 0.808 60 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.4% 1 +0.4 pp -0.1 pp +0.4 pp +0.4 pp
SP Asset Management LLC CIK 0001962086 0.688 137 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Equity Management CIK 0001843578 0.306 65 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Trust Co CIK 0001706028 0.449 313 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JB Capital LLC CIK 0001879371 0.629 280 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Life Planners CIK 0002053368 0.609 339 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prodigy Asset Management LLC CIK 0001956244 0.865 29 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.P. Marvel Investment Advisors, LLC CIK 0001426755 0.742 64 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envision Financial LLC CIK 0002051355 0.578 48 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ADE, LLC CIK 0001845950 0.661 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARR E S & CO CIK 0001040210 0.865 112 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMS Capital Management CIK 0001343916 0.313 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jentner Corp CIK 0001695908 0.884 54 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fox Financial, Inc CIK 0002004131 0.856 12 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Drum Hill Capital, LLC CIK 0002054679 0.274 45 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.278 323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Office Research LLC CIK 0002041267 0.653 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HFR Wealth Management, LLC CIK 0001877822 0.482 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WPWealth LLP CIK 0001950118 0.866 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 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
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sentry LLC CIK 0002004474 0.484 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sequent Planning LLC CIK 0002009724 0.204 269 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
Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.3 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 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GSG Advisors LLC CIK 0001995773 0.640 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aufman Associates Inc CIK 0001801573 0.746 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.3 0.0% 1 +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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.2 0.0% 1 +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
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asio Capital, LLC CIK 0001803291 0.492 109 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.272 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.467 48 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
F&V Capital Management, LLC CIK 0001569453 0.387 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACAS, LLC CIK 0001859505 0.399 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.2 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elgethun Capital Management CIK 0001638022 0.537 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 -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
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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
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
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 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
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
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 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
Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 +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
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 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
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 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
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
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
SWF LLC CIK 0002065728 0.943 14 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IJH). Qtrs Held counts distinct quarters this fund has actually held IJH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJH position size. Δ columns are the percentage-point change in IJH'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