Signals

← Signals

☆IVE

1497 in-universe funds with a nonzero position in IVE within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#67
Score / z2.894 / 3.69
Consensus501.77 over 1007 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,100.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,497.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 2,762.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,626.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,546.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,231.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 697.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 591.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 572.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 461.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 459.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 412.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 389.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 335.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 321.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 320.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 237.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 217.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 199.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 186.0 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 168.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 161.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 150.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 143.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 140.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 139.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 139.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 134.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 127.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 125.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 122.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 120.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 119.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 119.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JB Capital LLC CIK 0001879371 0.629 280 115.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 109.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 108.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 104.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 101.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 101.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 98.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 87.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 76.5 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 73.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 73.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 72.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 70.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 68.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 67.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 64.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 63.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 60.1 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 59.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 58.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 58.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 56.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 55.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 55.5 9.7% 2 -0.3 pp +9.7 pp +9.7 pp +9.7 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 53.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 52.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 52.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 49.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 49.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 49.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 48.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 47.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 47.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 46.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 46.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 45.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 45.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 43.1 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 41.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 39.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 38.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 38.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 38.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 37.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 37.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 35.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 35.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 34.7 24.2% 1 +24.2 pp +24.2 pp +24.2 pp +24.2 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 33.0 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 32.7 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 32.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 32.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 31.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 31.3 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 30.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 29.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 29.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 29.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 28.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 28.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 28.2 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 27.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 26.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 26.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 26.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 26.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 25.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 25.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 25.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 25.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 25.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 25.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EWA, LLC CIK 0001835252 0.457 332 24.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 24.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 24.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 23.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 23.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 23.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 22.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 22.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KWMG, LLC CIK 0001633024 0.515 153 22.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 22.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 22.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 22.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 22.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 22.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 21.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 21.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 21.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 21.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 21.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 20.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 20.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 20.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 20.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 19.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 19.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 19.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 19.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 19.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 19.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 19.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 19.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 19.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 19.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Graypoint LLC CIK 0001794198 0.550 526 19.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.9 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 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 18.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 18.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 18.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 18.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 17.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 17.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 17.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 17.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 17.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 16.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 16.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 16.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 16.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 16.4 10.5% 2 +1.0 pp +10.5 pp +10.5 pp +10.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 15.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 15.7 7.9% 2 -1.6 pp +7.9 pp +7.9 pp +7.9 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 15.6 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 15.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 15.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 15.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 15.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 14.8 2.9% 3 -0.2 pp -0.2 pp +2.9 pp +2.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 14.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 14.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 14.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 14.2 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 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 14.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 14.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 13.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 13.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 13.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 13.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 13.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 13.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 13.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 13.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 12.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 12.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 12.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 12.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 12.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 12.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 12.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 12.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 12.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 11.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 11.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 11.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 11.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 11.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 11.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 11.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 10.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 10.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 10.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 10.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 10.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 10.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 9.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 9.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 9.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 9.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 8.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Amundi CIK 0001330387 0.000 1 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 8.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 8.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.5 3.9% 2 -3.2 pp +3.9 pp +3.9 pp +3.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 8.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 7.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 6.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 6.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 6.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.4 3.1% 3 -0.2 pp +0.0 pp +3.1 pp +3.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 6.3 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 6.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 6.2 4.7% 3 +1.1 pp +1.3 pp +4.7 pp +4.7 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 6.1 4.7% 2 -1.0 pp +4.7 pp +4.7 pp +4.7 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 6.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 6.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.8 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 5.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 5.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 5.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 5.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 5.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 4.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 4.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Clarus Wealth Advisors CIK 0001730149 0.310 86 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 4.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Magnus Financial Group LLC CIK 0001765216 0.574 387 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 4.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ACAS, LLC CIK 0001859505 0.399 93 4.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Smithfield Trust Co CIK 0001019754 0.755 1080 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cadence Bank CIK 0001299939 0.688 332 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.9 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 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆American Trust CIK 0001905128 0.729 334 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆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
☆Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 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
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 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
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 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 0.0 0.0% 2 -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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 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
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 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
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IVE). Qtrs Held counts distinct quarters this fund has actually held IVE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVE position size. Δ columns are the percentage-point change in IVE'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