Signals

IVE

1994 in-universe funds with a nonzero position in IVE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#88
Score / z2.210 / 2.65
Consensus514.79 over 987 funds
Momentum-0.17 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest-31% / 1.0d

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 5,301.7 1.3% 5 -0.3 pp -0.5 pp -0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3,386.5 0.2% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,187.1 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 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 2,181.3 0.1% 6 -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 1,414.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 813.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 809.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 696.1 0.6% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 657.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 501.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 483.6 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 458.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 392.5 1.9% 5 -0.6 pp -0.0 pp +0.6 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 384.9 0.8% 4 -0.2 pp -0.3 pp +0.0 pp +0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 375.8 0.1% 6 -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 321.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 311.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 285.0 5.4% 5 -0.0 pp +0.2 pp +5.2 pp +5.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 278.3 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 278.3 2.9% 5 -0.0 pp +0.1 pp +0.7 pp +0.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 273.7 0.3% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 238.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 235.8 9.5% 5 -0.5 pp -0.8 pp -1.2 pp -1.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 221.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 220.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 185.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 178.0 0.8% 5 -0.2 pp -0.3 pp +0.1 pp -0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 174.5 0.5% 1 +0.5 pp +0.5 pp -0.1 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 172.2 1.5% 5 -0.5 pp -0.6 pp -0.1 pp -0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 168.2 7.7% 5 -0.2 pp +0.1 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 166.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 152.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 150.6 5.2% 5 -1.7 pp -2.8 pp -0.5 pp -0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 145.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 137.7 4.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
LVZ, Inc. CIK 0001574408 0.889 177 130.8 13.3% 5 -0.5 pp -0.7 pp -0.7 pp +2.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 128.4 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 120.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 113.4 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 108.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 102.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 96.4 3.5% 5 -1.3 pp -1.2 pp +0.2 pp -0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 95.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 87.8 18.9% 5 -1.4 pp -2.7 pp -2.7 pp -2.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 85.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 84.0 1.1% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 83.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 77.8 2.3% 5 -0.6 pp -0.8 pp +0.1 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 73.4 4.4% 5 -0.0 pp +0.3 pp +1.3 pp +0.8 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 71.7 1.4% 5 -0.5 pp +0.0 pp +0.0 pp +0.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 70.7 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 68.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 67.6 9.7% 6 -0.3 pp -0.3 pp -0.2 pp -0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 67.1 3.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 63.6 0.8% 6 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 63.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 62.8 0.8% 5 -0.1 pp +0.7 pp +0.7 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 62.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 61.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 60.1 9.6% 5 -0.3 pp +0.0 pp -0.0 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 59.6 0.4% 5 +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 59.3 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 59.1 0.7% 5 -0.1 pp -0.3 pp -0.4 pp -1.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 58.6 0.6% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 56.7 7.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 56.6 9.3% 5 -1.0 pp -0.2 pp -0.2 pp -0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 54.5 1.2% 5 -0.3 pp -0.4 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 52.7 3.2% 5 -0.8 pp -0.9 pp +0.3 pp +0.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 51.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 51.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 48.3 0.8% 5 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 48.2 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 47.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 47.4 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
CX Institutional CIK 0001737089 0.437 1568 45.6 1.3% 5 -0.0 pp -0.7 pp -0.6 pp -0.9 pp
&PARTNERS CIK 0000107136 0.806 2509 45.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 44.9 2.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 44.9 2.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 43.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 42.8 0.7% 5 -0.2 pp -0.2 pp +0.2 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 42.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 42.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 42.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 41.9 24.8% 5 -1.2 pp -0.6 pp +0.4 pp +0.6 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 40.8 3.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 39.6 2.0% 5 +0.1 pp -0.9 pp +0.6 pp +0.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 39.4 12.0% 5 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 39.3 0.6% 5 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 38.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 37.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 37.0 10.5% 5 -0.5 pp -0.3 pp -1.0 pp -0.8 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 36.9 1.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 36.8 0.6% 1 +0.6 pp +0.0 pp +0.1 pp +0.6 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 36.1 11.4% 5 -0.1 pp +0.0 pp +0.1 pp -0.4 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 36.0 4.3% 5 -1.0 pp -1.2 pp +0.6 pp +0.8 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 35.8 4.8% 5 -1.9 pp -1.8 pp -0.0 pp +0.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 35.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 34.6 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 34.4 3.1% 5 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 33.8 0.6% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 33.7 2.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 32.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EWA, LLC CIK 0001835252 0.457 332 32.2 5.9% 5 -1.6 pp -2.7 pp -1.6 pp -1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.9 0.2% 7 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 30.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 30.1 16.1% 6 +1.0 pp +2.6 pp +5.1 pp +5.6 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 30.1 6.8% 5 -0.3 pp -0.4 pp -0.9 pp -0.9 pp
KWMG, LLC CIK 0001633024 0.515 153 30.0 2.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 30.0 3.9% 5 -0.7 pp -0.9 pp +0.6 pp +0.7 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 29.9 0.8% 5 -0.3 pp -0.6 pp -0.2 pp -0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 29.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 29.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 29.0 5.0% 5 -0.3 pp -0.4 pp -0.6 pp -1.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 28.9 0.9% 6 -0.4 pp -0.3 pp -0.2 pp -0.1 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 28.5 3.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 28.4 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 28.0 2.3% 5 -0.8 pp -1.1 pp -0.4 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 27.5 4.4% 5 -1.5 pp -2.0 pp -0.4 pp -0.5 pp
DDFG, Inc CIK 0001967640 0.535 91 27.3 5.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 27.3 3.3% 5 -2.9 pp -3.2 pp -3.2 pp -1.3 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 27.2 3.4% 5 +0.0 pp +0.4 pp +0.3 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 27.1 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 27.1 2.0% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 27.1 3.2% 5 -0.7 pp -1.0 pp +0.3 pp +0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 26.8 4.0% 5 -1.2 pp -1.1 pp +0.8 pp +1.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 26.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 26.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 26.2 12.1% 2 +0.8 pp +12.1 pp +12.1 pp +12.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.1 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.0 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 25.6 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 25.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 25.3 3.5% 5 -1.0 pp -1.3 pp -0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 25.0 0.4% 7 -0.2 pp -0.2 pp -0.0 pp +0.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 24.4 2.7% 5 -0.7 pp -0.8 pp +0.2 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 24.0 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 23.8 1.2% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 23.8 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 23.7 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 23.5 2.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 23.4 4.5% 5 -0.2 pp +1.3 pp +1.6 pp +1.8 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 23.4 2.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Trek Financial, LLC CIK 0001768195 0.100 501 23.2 1.2% 5 -0.2 pp -0.3 pp +0.2 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 22.8 5.9% 5 -1.7 pp -0.6 pp -0.1 pp -0.2 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 22.7 4.4% 5 -0.6 pp -1.5 pp -0.1 pp -0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 22.7 1.8% 5 -0.6 pp -1.2 pp -1.2 pp -1.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 22.4 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 22.4 10.4% 5 +0.2 pp +0.3 pp +0.2 pp -0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 22.2 0.3% 5 -0.3 pp -0.1 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 22.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 22.1 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 22.0 2.8% 5 -0.5 pp -0.5 pp -0.5 pp -0.8 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 21.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 21.6 3.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 21.4 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 21.3 13.6% 5 -0.4 pp +3.4 pp +3.5 pp +4.2 pp
Narwhal Capital Management CIK 0001461287 0.675 155 21.1 1.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 20.9 1.6% 5 -0.1 pp -0.2 pp +0.1 pp +0.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 20.9 4.5% 5 -1.6 pp -2.4 pp -0.4 pp -0.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 20.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.6 2.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.5 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 20.5 4.8% 5 -1.2 pp -1.9 pp -0.0 pp +0.4 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 20.3 10.4% 5 +0.4 pp +1.0 pp +1.1 pp +1.7 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 20.2 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 20.2 4.1% 5 -0.0 pp -1.2 pp -1.2 pp +2.7 pp
BOKF, NA CIK 0000009634 0.752 1160 20.2 0.3% 5 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 20.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 19.9 7.3% 6 -1.7 pp +0.2 pp +0.2 pp -0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.6 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 19.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 19.0 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 18.6 3.1% 5 +0.2 pp -0.0 pp +0.2 pp +0.1 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 18.6 2.4% 5 -0.1 pp -0.0 pp +0.2 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 18.6 0.3% 1 +0.3 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 18.5 2.1% 4 -0.5 pp -0.8 pp +0.1 pp +2.1 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 18.4 2.3% 5 -0.2 pp -0.6 pp -0.7 pp -0.9 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 18.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 18.4 5.5% 5 -0.8 pp -0.6 pp -1.0 pp -1.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 18.3 0.9% 5 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.2 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 17.9 2.1% 5 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 17.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.4 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 17.6 4.0% 5 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 17.4 2.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 17.4 4.7% 5 -1.4 pp -2.0 pp +0.0 pp +0.1 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 17.1 8.6% 5 -0.6 pp -0.7 pp -1.0 pp -1.1 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.0 2.6% 5 -0.1 pp -0.2 pp +0.0 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 17.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 17.0 2.0% 5 -0.7 pp -1.0 pp -0.3 pp -0.4 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 16.9 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 16.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 16.6 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 16.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 16.4 2.1% 5 -0.1 pp -0.8 pp -0.7 pp -0.8 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 16.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 16.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 16.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 16.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 15.9 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 15.8 10.7% 2 -0.3 pp +10.7 pp +10.7 pp +10.7 pp
Trust Point Inc. CIK 0001635633 0.568 463 15.7 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 15.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 15.6 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 15.3 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 15.2 3.2% 5 -0.5 pp -0.5 pp -0.1 pp +0.6 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 15.2 6.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 15.1 1.9% 5 -0.5 pp -0.8 pp -0.2 pp -0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 15.1 0.8% 5 +0.0 pp +0.8 pp +0.7 pp +0.5 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 15.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 14.6 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 14.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 14.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 14.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 14.3 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 14.3 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Invst, LLC CIK 0001867587 0.314 343 14.2 1.4% 5 -0.4 pp -0.7 pp -0.3 pp -0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 14.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 14.1 3.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 14.0 5.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 13.8 3.2% 5 -1.0 pp -1.4 pp -0.1 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 13.6 4.8% 5 -1.8 pp -2.2 pp -0.5 pp -0.5 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 13.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 13.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 12.9 12.1% 3 -0.4 pp +0.4 pp +12.1 pp +12.1 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 12.8 1.1% 5 -0.5 pp -0.5 pp -0.1 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.7 0.1% 5 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 12.6 4.3% 1 +4.3 pp +2.3 pp +4.3 pp +4.3 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 12.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 12.4 1.9% 5 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
LPWM LLC CIK 0001801101 0.514 98 12.3 2.7% 5 -14.9 pp -14.9 pp -14.7 pp -14.8 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 12.3 1.8% 3 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 12.2 6.0% 7 +0.8 pp +0.8 pp +1.1 pp +1.3 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 12.1 7.4% 2 -0.4 pp +7.4 pp +7.4 pp +7.4 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 12.0 2.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 11.9 3.8% 5 -0.3 pp -0.6 pp -0.7 pp -0.8 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 11.9 3.8% 5 -0.2 pp -5.4 pp -4.6 pp -7.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 11.8 2.9% 5 -0.6 pp -0.8 pp +0.0 pp -0.1 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 11.8 10.9% 5 -0.2 pp -0.1 pp +1.6 pp +1.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp -0.2 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 11.7 7.1% 5 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 11.6 1.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 11.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 11.4 1.8% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 11.4 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.493 182 11.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 11.2 9.5% 5 -1.4 pp -1.2 pp +3.2 pp +3.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 11.2 2.5% 5 -0.4 pp -0.9 pp +0.3 pp +0.7 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 11.2 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 11.1 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 11.0 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 10.9 3.0% 5 -0.2 pp -0.1 pp +0.8 pp +0.9 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 10.9 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 10.8 2.3% 5 -0.6 pp -0.8 pp -0.1 pp +0.6 pp
Sierra Capital LLC CIK 0001787274 0.509 228 10.8 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 10.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 10.7 1.4% 5 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.5 0.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.4 0.6% 5 -0.2 pp -0.3 pp -0.0 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 10.3 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.2 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 10.0 1.0% 5 -0.0 pp +1.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 10.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 10.0 3.2% 5 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 9.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 9.7 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 9.6 2.7% 5 -1.2 pp -1.7 pp -0.2 pp -0.3 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 9.5 2.4% 5 +1.4 pp +0.3 pp -0.2 pp +0.9 pp
Maia Wealth LLC CIK 0002010858 0.212 354 9.5 1.4% 5 -0.1 pp -0.4 pp -0.1 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 9.5 2.2% 5 -0.3 pp -0.0 pp +0.7 pp +0.8 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 9.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 9.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 9.4 2.6% 5 -0.7 pp -0.7 pp -0.8 pp -0.8 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 9.4 6.3% 3 -0.6 pp +0.3 pp +6.3 pp +6.3 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 9.4 0.9% 5 -0.3 pp -0.4 pp -0.1 pp -0.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.4 0.3% 5 -0.2 pp -0.2 pp +0.0 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 9.1 5.0% 2 -1.4 pp +5.0 pp +5.0 pp +5.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 8.9 0.8% 2 -0.2 pp +0.8 pp -1.2 pp -1.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 8.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 8.7 2.5% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 8.6 5.5% 2 -1.5 pp +5.5 pp +5.5 pp +5.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 8.5 3.4% 7 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 8.5 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 8.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.4 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Kilter Group LLC CIK 0002058915 0.349 1580 8.3 3.0% 6 -3.3 pp -3.0 pp -3.0 pp -0.9 pp
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YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.2 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 8.1 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
Lantz Financial LLC CIK 0001766883 0.334 259 8.0 1.5% 5 -0.2 pp -0.3 pp +0.2 pp +0.3 pp
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LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 8.0 5.4% 2 -1.7 pp +5.4 pp +5.4 pp +5.4 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 8.0 0.6% 5 -0.4 pp -0.5 pp +0.5 pp +0.5 pp
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DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.7 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 7.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 7.3 1.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 7.3 0.4% 4 +0.0 pp +0.0 pp +0.2 pp +0.4 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 7.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
VICUS CAPITAL CIK 0001544806 0.660 268 7.3 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
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SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 7.0 1.6% 7 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 7.0 1.1% 5 +0.6 pp +0.6 pp +0.5 pp +0.4 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 7.0 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Carmel Capital Partners, LLC CIK 0001900481 0.216 134 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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5T Wealth, LLC CIK 0002039313 0.300 134 6.8 2.5% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 6.7 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.5 2.7% 5 +0.0 pp -0.1 pp -0.3 pp +0.2 pp
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FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.4 3.4% 5 -1.0 pp +0.6 pp +0.7 pp +0.8 pp
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VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.0 0.3% 7 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.8 1.3% 5 -0.4 pp -0.2 pp -0.1 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.838 58 3.7 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 3.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.6 0.7% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 3.6 1.5% 5 -0.1 pp +0.4 pp +0.3 pp -0.6 pp
G&S Capital LLC CIK 0001731448 0.138 152 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 3.5 1.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 3.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.5 1.2% 5 -0.3 pp -0.4 pp +0.0 pp +0.1 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.5 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 3.4 2.4% 7 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.4 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 3.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 3.4 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 3.4 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp -0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 3.4 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 3.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 3.3 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 3.3 1.0% 5 -0.0 pp -0.3 pp +0.3 pp +0.4 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 3.2 0.8% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.2 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.2 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Brookwood Investment Group LLC CIK 0002066812 0.242 513 3.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 3.1 0.8% 2 -1.0 pp +0.8 pp +0.8 pp +0.8 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.1 1.4% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
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GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 3.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Florin Court Capital LLP CIK 0001696263 0.043 27 3.0 4.9% 1 +4.9 pp -2.1 pp +1.9 pp +3.7 pp
Truepoint, Inc. CIK 0001427748 0.954 160 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 3.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
PCM Encore, LLC CIK 0002109846 0.244 459 2.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Capital Square, LLC CIK 0001798736 0.168 241 2.9 1.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.9 0.2% 7 -0.0 pp -0.4 pp -0.3 pp -0.4 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 2.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 2.9 2.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.3 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 2.9 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 2.8 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.8 0.9% 6 -0.6 pp -0.7 pp +0.2 pp -0.7 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.8 2.4% 2 -0.8 pp +2.4 pp +2.4 pp +2.4 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.8 0.8% 5 -0.6 pp -0.6 pp +0.2 pp +0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 2.8 1.6% 4 +0.2 pp +0.3 pp +0.5 pp +1.6 pp
EFG International AG CIK 0002109868 0.615 1088 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 2.8 2.2% 5 +0.7 pp +0.6 pp +0.6 pp +0.5 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 2.8 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 2.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 2.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
EQ LLC CIK 0001757605 0.412 87 2.7 0.7% 5 -0.4 pp -0.4 pp -0.2 pp -0.1 pp
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FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 2.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp -0.0 pp
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WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 2.7 1.8% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 2.7 0.4% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 2.7 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.6 1.3% 5 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 2.6 1.5% 5 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.6 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.6 1.3% 5 -0.4 pp -4.9 pp -4.0 pp -3.9 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 2.6 2.8% 5 -0.2 pp +0.4 pp +0.3 pp +0.4 pp
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TRUE Private Wealth Advisors CIK 0001667074 0.345 283 2.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.6 1.6% 5 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 2.6 1.0% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.4 0.6% 5 -0.3 pp -0.4 pp -0.2 pp -0.3 pp
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CLG LLC CIK 0002059872 0.428 156 2.3 0.5% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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TSFG, LLC CIK 0001800513 0.413 891 2.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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PDS Planning, Inc CIK 0000838618 0.712 609 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PARTHENON LLC CIK 0001088859 0.632 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SACHEM HILL LLC CIK 0001994333 0.818 67 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arch Global Advisors, LLC CIK 0002126837 0.449 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Human Investing LLC CIK 0001767513 0.861 105 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ESL Trust Services, LLC CIK 0001785545 0.914 266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Founders Capital Management CIK 0001704300 0.418 420 0.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Manage LLC CIK 0001539947 0.278 323 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Align Financial, LLC CIK 0002089183 0.646 360 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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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
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SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.2 pp
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Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
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U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
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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
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Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.3 pp -0.8 pp -0.8 pp -0.8 pp
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Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
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POTENTIA WEALTH CIK 0002052308 0.453 60 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
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Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Persium Advisors, LLC CIK 0002033683 0.517 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
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Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -2.3 pp -2.5 pp -1.9 pp -1.9 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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