Signals

IVE

1888 in-universe funds with a nonzero position in IVE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#120
Score / z1.850 / 1.66
Consensus522.08 over 1028 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,855.1 1.6% 4 -0.2 pp +0.3 pp +0.4 pp +1.6 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 3,151.2 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,218.2 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 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 1,997.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,311.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 769.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 695.8 0.7% 4 -0.1 pp +0.1 pp +0.0 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 688.6 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 638.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 547.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 542.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 479.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 453.7 2.5% 4 +0.6 pp +1.2 pp +1.3 pp +2.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 410.5 1.6% 4 +0.1 pp +0.1 pp -0.1 pp +1.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 363.4 1.0% 3 -0.1 pp +0.2 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 342.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 299.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 294.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 259.6 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 252.9 5.4% 4 +0.2 pp +5.2 pp +5.2 pp +5.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 240.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 237.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 234.7 2.9% 4 +0.1 pp +0.7 pp +0.9 pp +2.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 219.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 212.8 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 206.9 10.0% 4 -0.3 pp -0.8 pp -1.4 pp +10.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 203.9 2.0% 4 -0.1 pp +0.5 pp +0.5 pp +2.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 190.5 1.0% 4 -0.1 pp +0.3 pp +0.1 pp +1.0 pp
FMR LLC CIK 0000315066 0.989 5571 172.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 170.7 6.9% 4 -1.1 pp +1.1 pp +1.3 pp +6.9 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 151.3 7.9% 4 +0.3 pp +0.5 pp +0.5 pp +7.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 145.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 140.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 139.5 0.9% 4 -0.1 pp +0.1 pp +0.0 pp +0.9 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 130.7 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 125.9 4.3% 4 +0.0 pp +0.0 pp -0.3 pp +4.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 121.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
LVZ, Inc. CIK 0001574408 0.888 177 120.9 13.8% 4 -0.2 pp -0.2 pp +3.3 pp +13.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 118.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 117.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 109.9 1.9% 4 +0.5 pp +0.6 pp +1.4 pp +1.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 109.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 108.6 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 107.8 4.8% 4 +0.1 pp +1.5 pp +0.6 pp +4.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 92.7 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 90.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 88.3 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 84.2 2.9% 4 -0.2 pp +0.6 pp +0.6 pp +2.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 81.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 81.4 20.3% 4 -1.3 pp -1.3 pp -1.3 pp +20.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 78.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 78.3 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
LPWM LLC CIK 0001801101 0.514 98 70.1 17.7% 4 +0.1 pp +0.2 pp +0.1 pp +17.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 65.4 0.7% 4 -0.0 pp +0.2 pp +0.3 pp +0.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 64.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 62.9 1.5% 4 -0.1 pp +0.4 pp +0.4 pp +1.5 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 62.7 9.9% 5 +0.0 pp +0.1 pp +0.2 pp -0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 62.3 3.5% 4 -0.0 pp -0.0 pp -0.0 pp +3.5 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 61.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 61.1 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 60.8 4.0% 4 -0.1 pp +1.1 pp +1.3 pp +4.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 60.6 1.0% 5 +0.0 pp +0.1 pp -0.0 pp +0.9 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 59.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 59.7 0.9% 4 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 58.5 0.8% 4 -0.2 pp -0.3 pp -1.7 pp +0.8 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 56.1 9.9% 4 +0.3 pp +0.3 pp +0.2 pp +9.9 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 55.0 4.4% 4 +0.3 pp +1.3 pp +0.9 pp +4.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 54.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 52.3 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 51.8 10.2% 4 +0.8 pp +0.7 pp +0.6 pp +10.2 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 51.7 7.5% 4 +0.4 pp +0.5 pp +0.5 pp +7.5 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 50.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 50.4 0.8% 4 +0.1 pp +0.7 pp +0.7 pp +0.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 48.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 48.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 46.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 46.0 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 45.9 0.9% 4 -0.0 pp +0.4 pp +0.8 pp +0.9 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 44.2 6.2% 4 -0.3 pp -0.3 pp +1.6 pp +6.2 pp
CX Institutional CIK 0001737089 0.437 1568 44.1 1.3% 4 -0.6 pp -0.6 pp -0.9 pp +1.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 42.3 0.8% 4 -0.0 pp +0.1 pp +0.2 pp +0.8 pp
&PARTNERS CIK 0000107136 0.806 2509 42.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 42.0 3.1% 4 -0.2 pp -0.1 pp -0.2 pp +3.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 41.5 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 41.0 0.7% 4 +0.3 pp +0.3 pp +0.3 pp +0.7 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 41.0 2.5% 4 -0.0 pp +0.0 pp +0.0 pp +2.5 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 40.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 39.6 5.3% 4 -0.2 pp +1.5 pp +1.8 pp +5.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 39.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 39.4 3.5% 4 -0.1 pp -0.1 pp -0.3 pp +3.5 pp
Creative Planning CIK 0001540235 0.979 4196 38.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 38.5 26.0% 4 +0.6 pp +1.6 pp +1.8 pp +26.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 37.4 6.7% 4 +0.2 pp +1.9 pp +2.1 pp +6.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 36.3 12.6% 4 +0.2 pp +0.6 pp +0.6 pp +12.6 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 35.3 11.0% 4 +0.1 pp -0.5 pp -0.3 pp +11.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 35.0 1.1% 4 -0.3 pp +0.1 pp +0.0 pp +1.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 34.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 34.1 4.7% 4 -0.1 pp +1.3 pp +1.4 pp +4.7 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 34.0 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 33.8 2.0% 4 +0.5 pp +0.4 pp +0.3 pp +2.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.4 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 33.4 11.5% 4 +0.1 pp +0.2 pp -0.3 pp +11.5 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 33.0 1.9% 4 -1.0 pp +0.5 pp +0.0 pp +1.9 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 32.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 32.9 0.5% 6 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.9 0.3% 6 -0.0 pp +0.1 pp +0.3 pp +0.1 pp
EWA, LLC CIK 0001835252 0.457 332 32.9 7.5% 4 -1.1 pp -0.0 pp -0.2 pp +7.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 32.3 0.7% 4 +0.2 pp +0.3 pp +0.4 pp +0.7 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 31.9 3.3% 4 +0.2 pp +0.0 pp +0.1 pp +3.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 31.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 31.6 2.6% 4 +0.1 pp +0.1 pp +0.1 pp +2.6 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 31.5 3.1% 4 -0.3 pp +0.3 pp +0.9 pp +3.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 31.4 5.9% 4 -0.5 pp +1.1 pp +1.0 pp +5.9 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 30.6 5.2% 4 +0.1 pp +2.0 pp +2.3 pp +5.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 29.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 29.3 2.1% 4 -0.3 pp -0.3 pp -0.4 pp +2.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 28.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 28.5 4.0% 4 -0.2 pp +1.1 pp +1.2 pp +4.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 28.5 3.6% 4 -0.1 pp -0.2 pp -0.5 pp +3.6 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.5 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 28.2 4.5% 4 -0.3 pp +0.9 pp +1.0 pp +4.5 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 27.8 5.3% 4 -0.2 pp -0.3 pp -0.9 pp +5.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 27.6 1.5% 4 +0.1 pp +0.0 pp -0.1 pp +1.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 27.6 3.4% 4 -0.0 pp +0.9 pp +1.1 pp +3.4 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 27.4 7.2% 4 -0.1 pp -0.5 pp -0.5 pp +7.2 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 27.2 3.4% 4 +0.4 pp +0.3 pp +0.3 pp +3.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 27.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 26.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 26.5 2.4% 4 -0.6 pp -0.7 pp -0.7 pp +2.4 pp
KWMG, LLC CIK 0001633024 0.515 153 26.1 2.2% 4 -0.0 pp +0.1 pp +0.1 pp +2.2 pp
Keystone Financial Services CIK 0001865158 0.422 131 25.9 7.6% 4 +1.2 pp +1.6 pp +1.5 pp +7.6 pp
DDFG, Inc CIK 0001967640 0.535 91 25.9 5.6% 4 -0.0 pp -0.2 pp -0.3 pp +5.6 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 25.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 25.6 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 25.6 2.6% 4 -0.4 pp +0.4 pp +0.3 pp +2.6 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 25.5 15.1% 5 +1.6 pp +4.1 pp +4.6 pp +5.6 pp
Trek Financial, LLC CIK 0001768195 0.100 501 25.3 1.3% 4 -0.1 pp +0.3 pp +0.3 pp +1.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 25.1 6.1% 4 -0.8 pp +1.1 pp +1.2 pp +6.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 24.2 0.3% 4 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 24.1 0.5% 4 +0.0 pp -0.2 pp -0.1 pp +0.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 23.8 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 23.4 4.7% 4 +1.5 pp +1.8 pp +2.0 pp +4.7 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 22.8 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 22.5 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 22.4 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 22.3 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 22.3 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 22.0 5.0% 4 -0.9 pp +0.5 pp +0.4 pp +5.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 22.0 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 21.9 2.4% 4 -0.1 pp -0.1 pp -0.2 pp +2.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.9 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 21.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 21.7 1.2% 4 -0.1 pp -0.1 pp -0.3 pp +1.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 21.1 3.3% 4 +0.0 pp -0.0 pp -0.3 pp +3.3 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 21.0 1.7% 4 -0.1 pp +0.2 pp +0.4 pp +1.7 pp
SWMG, LLC CIK 0001839255 0.473 100 21.0 6.0% 4 -0.7 pp +1.2 pp +1.6 pp +6.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 20.7 0.8% 4 -0.1 pp +0.2 pp +0.0 pp +0.8 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 20.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.6 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 20.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 20.5 3.6% 4 -0.0 pp -0.1 pp -0.4 pp +3.6 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 20.4 10.3% 4 +0.1 pp -0.0 pp -0.3 pp +10.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 20.4 2.6% 3 -0.3 pp +0.6 pp +2.6 pp +2.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 20.3 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 20.1 13.9% 4 +3.7 pp +3.9 pp +4.6 pp +13.9 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 20.0 1.2% 4 -0.1 pp +0.3 pp +0.3 pp +1.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 20.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 19.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 19.7 6.1% 4 -0.6 pp +1.4 pp +1.4 pp +6.1 pp
BOKF, NA CIK 0000009634 0.752 1160 19.7 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Narwhal Capital Management CIK 0001461287 0.675 155 19.6 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 19.6 1.6% 4 -0.7 pp -0.9 pp -0.9 pp +1.6 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 19.5 9.0% 5 +1.8 pp +1.9 pp +1.1 pp -0.5 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 19.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 19.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 19.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 19.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 18.9 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 18.8 4.2% 4 -1.2 pp -1.1 pp +2.7 pp +4.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 18.7 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 18.4 12.4% 4 +11.8 pp +11.8 pp +11.6 pp +12.4 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 18.3 10.1% 4 +0.7 pp +0.7 pp +1.4 pp +10.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 18.3 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.9 2.5% 4 -0.4 pp -0.6 pp -0.7 pp +2.5 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 17.6 2.9% 4 -0.2 pp -0.1 pp -0.1 pp +2.9 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 17.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 17.2 2.1% 4 +1.2 pp +1.2 pp +1.2 pp +2.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 17.0 2.4% 4 -0.2 pp +0.4 pp +0.3 pp +2.4 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 17.0 1.9% 4 -0.1 pp +0.4 pp +0.4 pp +1.9 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 16.9 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 16.8 6.3% 4 +0.3 pp -0.1 pp -0.4 pp +6.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 16.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 16.7 2.4% 4 +0.0 pp +0.3 pp +0.0 pp +2.4 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 16.5 2.7% 4 -0.1 pp +0.1 pp +0.2 pp +2.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.4 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 16.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 16.1 6.7% 4 -0.4 pp +1.3 pp +1.3 pp +6.7 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 16.1 2.1% 4 +0.0 pp +0.1 pp +0.2 pp +2.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 16.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 16.0 4.1% 4 -0.5 pp +0.9 pp +1.0 pp +4.1 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 16.0 4.1% 4 +0.1 pp +0.2 pp +0.4 pp +4.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 15.8 1.9% 4 -0.0 pp -0.0 pp -0.0 pp +1.9 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.8 0.1% 2 -0.0 pp +0.1 pp -0.4 pp +0.1 pp
Invst, LLC CIK 0001867587 0.314 343 15.6 1.8% 4 -0.4 pp +0.1 pp +0.1 pp +1.8 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 15.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 15.3 2.3% 4 -0.7 pp -0.6 pp -0.7 pp +2.3 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 15.1 9.3% 4 -0.1 pp -0.4 pp -0.5 pp +9.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 14.9 3.8% 4 +0.0 pp +0.4 pp +1.1 pp +3.8 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 14.9 2.3% 4 -0.2 pp +0.4 pp +0.4 pp +2.3 pp
SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 14.7 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Trust Point Inc. CIK 0001635633 0.568 463 14.6 1.3% 4 +0.1 pp +0.1 pp -0.0 pp +1.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Csenge Advisory Group CIK 0001715593 0.550 760 14.6 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kilter Group LLC CIK 0002058915 0.349 1580 14.6 6.3% 5 +0.3 pp +0.3 pp +2.4 pp -0.9 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 14.4 1.7% 4 -0.0 pp -0.0 pp -0.1 pp +1.7 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 14.3 6.4% 4 -0.0 pp +0.1 pp +0.2 pp +6.4 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 14.3 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 14.2 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 14.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.9 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 13.8 5.0% 4 +0.0 pp +0.2 pp +0.2 pp +5.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 13.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 13.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 13.2 0.8% 4 +0.7 pp +0.7 pp +0.4 pp +0.8 pp
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ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 13.1 0.3% 2 +0.0 pp +0.3 pp -0.1 pp -0.0 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 13.0 3.1% 4 +0.0 pp +0.1 pp -0.0 pp +3.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 12.5 0.5% 4 -0.0 pp -0.0 pp -0.6 pp +0.5 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.4 0.3% 4 +0.0 pp -0.2 pp -0.3 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 12.2 3.5% 4 -0.2 pp +0.6 pp +0.6 pp +3.5 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 12.1 3.9% 4 -0.5 pp +0.9 pp +0.9 pp +3.9 pp
American Wealth Advisors, LLC CIK 0002095589 0.657 42 12.0 12.5% 2 +0.9 pp +12.5 pp +12.5 pp +12.5 pp
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Acropolis Investment Management, LLC CIK 0001318601 0.882 384 11.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.4 1.0% 4 -0.1 pp +0.9 pp +1.0 pp +1.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 11.4 2.9% 4 -0.2 pp +0.5 pp +1.2 pp +2.9 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 11.2 3.9% 4 -5.2 pp -4.4 pp -6.9 pp +3.9 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 11.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 11.1 4.1% 4 -0.3 pp -0.3 pp -0.4 pp +4.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 11.0 7.5% 4 +0.1 pp +0.2 pp +0.2 pp +7.5 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 11.0 10.9% 4 +0.2 pp +4.6 pp +4.3 pp +10.9 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 11.0 2.3% 4 +0.1 pp +1.9 pp -0.0 pp +2.3 pp
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Asset Management Group, Inc. CIK 0001511550 0.511 137 10.9 1.8% 4 -0.0 pp +0.0 pp +0.0 pp +1.8 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 10.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LMG Wealth Partners, LLC CIK 0001965772 0.381 166 10.1 1.8% 4 -0.0 pp +0.1 pp +0.1 pp +1.8 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sierra Capital LLC CIK 0001787274 0.509 228 10.0 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 9.6 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 9.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
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Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 9.3 1.1% 4 +1.0 pp +0.1 pp +0.1 pp +1.1 pp
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DT Investment Partners, LLC CIK 0001537621 0.779 512 9.3 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 9.2 1.6% 4 -0.2 pp +0.0 pp +0.1 pp +1.6 pp
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OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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UMB Bank, n.a. CIK 0000933429 0.805 2303 8.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.6 0.5% 4 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
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A4 Wealth Advisors LLC CIK 0002033987 0.140 89 8.4 6.9% 2 +0.9 pp +6.9 pp +6.9 pp +6.9 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Lantz Financial LLC CIK 0001766883 0.334 259 8.3 1.7% 4 -0.0 pp +0.5 pp +0.5 pp +1.7 pp
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Centerpoint Advisors, LLC CIK 0001733788 0.747 425 8.1 2.6% 4 +0.1 pp +0.2 pp +0.1 pp +2.6 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 8.1 3.0% 4 +0.2 pp +0.6 pp +0.7 pp +3.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.0 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
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ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 7.7 1.0% 4 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.7 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 7.7 4.5% 4 +1.6 pp +1.7 pp +1.9 pp +4.5 pp
Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 7.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 7.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 7.6 0.6% 4 -0.3 pp -0.4 pp -0.5 pp +0.6 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 7.5 2.3% 4 -0.1 pp +1.8 pp +2.1 pp +2.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 7.5 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 7.5 3.1% 4 +0.0 pp +0.8 pp +0.7 pp +3.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
PFG Advisors CIK 0001694435 0.248 791 7.3 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 7.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 7.3 0.3% 4 -0.6 pp -0.6 pp -0.8 pp +0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.2 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 7.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 7.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.9 3.2% 6 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 6.9 1.8% 4 -0.1 pp +0.0 pp -0.0 pp +1.8 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 6.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 6.7 2.0% 5 -0.1 pp +0.4 pp +0.2 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 6.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
5T Wealth, LLC CIK 0002039313 0.300 134 6.5 2.6% 4 -0.1 pp +0.1 pp +0.1 pp +2.6 pp
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EQUITABLE TRUST CO CIK 0000033250 0.557 452 6.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.3 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
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W ADVISORS, LLC CIK 0001929907 0.304 153 6.2 3.2% 4 -0.1 pp +0.2 pp +0.2 pp +3.2 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 6.2 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 6.1 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
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BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 6.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.0 2.6% 4 -0.2 pp -0.3 pp +0.2 pp +2.6 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 6.0 1.5% 6 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
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Keystone Financial Group CIK 0001729299 0.524 567 5.9 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.8 0.7% 1 +0.7 pp -0.1 pp +0.7 pp +0.7 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 5.8 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.7 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 5.7 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 5.7 3.1% 4 -0.4 pp -1.4 pp -1.3 pp +3.1 pp
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FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 5.6 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 5.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 5.5 4.6% 5 -0.4 pp +0.8 pp +1.3 pp +1.5 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 5.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
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Efficient Advisors, LLC CIK 0001542164 0.787 58 5.5 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.4 1.9% 4 -0.1 pp +0.4 pp +0.5 pp +1.9 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 5.4 1.2% 4 +0.1 pp +0.3 pp +0.1 pp +1.2 pp
Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.706 34 5.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 5.4 1.3% 6 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
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Alpine Bank Wealth Management CIK 0001974910 0.183 404 5.3 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
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Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 5.2 1.9% 4 +0.2 pp +0.3 pp +0.5 pp +1.9 pp
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Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 5.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 5.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 5.0 2.4% 4 -0.1 pp -0.2 pp -0.4 pp +2.4 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 4.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Avestar Capital, LLC CIK 0001704404 0.627 490 4.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 4.8 2.1% 4 -0.1 pp -0.1 pp -0.4 pp +2.1 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 4.7 1.1% 4 -1.0 pp -1.5 pp -0.5 pp +1.1 pp
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Leo Wealth, LLC CIK 0001912202 0.425 452 4.7 0.3% 4 -0.0 pp +0.2 pp -0.0 pp +0.3 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 4.7 2.8% 5 -0.6 pp -0.6 pp -1.8 pp -2.8 pp
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RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 4.7 3.6% 4 +0.2 pp +0.2 pp +0.2 pp +3.6 pp
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FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 3.3 0.4% 2 -0.0 pp +0.4 pp -0.0 pp +0.4 pp
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Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 3.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
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Seneca House Advisors CIK 0001731359 0.316 103 3.2 1.3% 4 +0.1 pp -0.0 pp +0.0 pp +1.3 pp
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REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.9 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
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DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.7 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.7 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
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Royal Fund Management, LLC CIK 0001810099 0.176 273 0.6 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
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Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.6 0.4% 4 -0.2 pp +0.0 pp +0.0 pp +0.4 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Index Technologies Group LLC CIK 0002095322 0.040 275 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Mosaic Advisors LLC CIK 0001808523 0.172 35 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Town Capital LLC CIK 1871352 0.216 75 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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SPINNAKER TRUST CIK 0001158970 0.675 309 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
71 West Capital Partners CIK 0002111530 0.838 382 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.5 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.5 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aureum Wealth Management, LLC CIK 0002093444 0.383 62 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Clayton Financial Group LLC CIK 0002011212 0.402 65 0.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Busey Bank CIK 0001427202 0.741 388 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Genesis Financial Group, LLC CIK 0002097587 0.123 100 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.3% 6 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
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IFG Advisors, LLC CIK 0001783412 0.743 165 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.2% 4 -0.0 pp +0.1 pp -0.0 pp +0.2 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -5.2 pp -3.8 pp -3.8 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -4.1 pp -4.0 pp -3.9 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 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 +0.0 pp +0.0 pp +0.0 pp -4.6 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.0 0.0% 0 -3.4 pp -3.3 pp -3.2 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp -0.4 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.6 pp -0.3 pp -0.2 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status