Signals

← Signals

☆IVV

3501 in-universe funds with a nonzero position in IVV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1
Score / z62.112 / 79.53
Consensus1035.19 over 2042 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 44,137.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20,172.1 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17,613.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17,553.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 15,372.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 13,802.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13,301.2 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 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 13,230.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10,993.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10,250.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9,546.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8,289.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8,265.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6,723.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 6,211.9 53.5% 1 +53.5 pp +53.5 pp +53.5 pp +53.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5,784.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5,164.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4,916.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 4,754.9 58.3% 1 +58.3 pp +58.3 pp +58.3 pp +58.3 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 4,752.5 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 4,748.6 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4,310.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4,056.0 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3,900.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,704.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,660.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3,232.6 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3,157.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3,152.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3,079.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 2,892.0 33.5% 1 +33.5 pp +33.5 pp +33.5 pp +33.5 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 2,890.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,618.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆National Pension Service CIK 0001608046 0.956 552 2,557.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2,408.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2,407.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 2,224.0 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆Kedalion Capital Management LLP CIK 0002041209 0.814 3 2,046.5 79.8% 1 +79.8 pp +79.8 pp +79.8 pp +79.8 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2,001.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Michael & Susan Dell Foundation CIK 0001599858 0.958 7 1,953.2 84.8% 1 +84.8 pp +84.8 pp +84.8 pp +84.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1,942.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,925.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1,878.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1,854.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 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 1,666.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1,651.5 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,617.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1,594.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 1,434.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,406.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1,406.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 1,390.3 30.2% 1 +30.2 pp +30.2 pp +30.2 pp +30.2 pp
☆MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 1,361.9 69.9% 1 +69.9 pp +69.9 pp +69.9 pp +69.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1,336.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 1,273.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1,175.1 29.4% 1 +29.4 pp +29.4 pp +29.4 pp +29.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1,149.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1,144.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,088.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1,070.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,046.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 983.7 23.2% 2 +0.3 pp +23.2 pp +23.2 pp +23.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 978.8 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 977.7 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 970.1 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 949.5 36.7% 1 +36.7 pp +36.7 pp +36.7 pp +36.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 925.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 846.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 840.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 833.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 825.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 823.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 822.0 23.6% 1 +23.6 pp +23.6 pp +23.6 pp +23.6 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 776.1 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 774.6 10.4% 3 -0.9 pp +0.5 pp +10.4 pp +10.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 730.0 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 726.9 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 724.1 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 717.2 33.2% 1 +33.2 pp +33.2 pp +33.2 pp +33.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 707.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 697.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 691.3 41.9% 1 +41.9 pp +41.9 pp +41.9 pp +41.9 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 690.6 23.7% 1 +23.7 pp +23.7 pp +23.7 pp +23.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 686.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 669.8 76.7% 1 +76.7 pp +76.7 pp +76.7 pp +76.7 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 668.7 30.1% 1 +30.1 pp +30.1 pp +30.1 pp +30.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 648.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 595.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 590.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 588.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 587.7 32.9% 1 +32.9 pp +32.9 pp +32.9 pp +32.9 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 575.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 563.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 562.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 531.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 516.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 516.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 513.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 506.1 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 502.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 496.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 495.4 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 489.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 461.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 458.1 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 456.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 455.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 454.4 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 451.8 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 439.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 423.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 414.4 47.7% 1 +47.7 pp +47.7 pp +47.7 pp +47.7 pp
☆Main Management Fund Advisors LLC CIK 0001862787 0.000 8 408.5 48.7% 1 +48.7 pp +48.7 pp +48.7 pp +48.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 408.1 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 408.0 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 407.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 405.0 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 403.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 403.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 402.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 401.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 399.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 391.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 387.9 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 387.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 385.0 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 376.4 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 374.9 29.1% 1 +29.1 pp +29.1 pp +29.1 pp +29.1 pp
☆GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 373.5 91.6% 1 +91.6 pp +91.6 pp +91.6 pp +91.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 371.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 369.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 368.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 363.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 360.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 350.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 344.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 343.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 342.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OP Asset Management Ltd CIK 0002097005 0.000 765 338.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 331.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 331.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 330.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 329.1 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 327.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 325.6 27.5% 1 +27.5 pp +27.5 pp +27.5 pp +27.5 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 325.4 32.6% 1 +32.6 pp +32.6 pp +32.6 pp +32.6 pp
☆Bank of Finland CIK 0001844891 0.971 4 322.1 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 318.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 317.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 317.8 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 316.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 315.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 308.7 16.2% 2 +0.3 pp +16.2 pp +16.2 pp +16.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 304.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 304.8 30.6% 1 +30.6 pp +30.6 pp +30.6 pp +30.6 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 299.1 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 296.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 288.4 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 287.9 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 287.4 70.3% 1 +70.3 pp +70.3 pp +70.3 pp +70.3 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 283.1 26.8% 1 +26.8 pp +26.8 pp +26.8 pp +26.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 282.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 278.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 276.5 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 273.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 270.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 270.7 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 270.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 265.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 264.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 264.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 264.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 263.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 260.9 36.3% 1 +36.3 pp +36.3 pp +36.3 pp +36.3 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 257.7 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 255.2 37.1% 1 +37.1 pp +37.1 pp +37.1 pp +37.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 254.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 250.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 249.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 246.9 57.2% 1 +57.2 pp +57.2 pp +57.2 pp +57.2 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 245.8 33.4% 1 +33.4 pp +33.4 pp +33.4 pp +33.4 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 244.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 244.1 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 243.2 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 242.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 242.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 239.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 239.3 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 236.5 2.0% 3 -1.0 pp +0.5 pp +2.0 pp +2.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 236.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 233.7 35.2% 1 +35.2 pp +35.2 pp +35.2 pp +35.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 232.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 231.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 228.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 226.2 7.2% 2 -0.9 pp +7.2 pp +7.2 pp +7.2 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 225.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 224.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 222.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 221.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 218.4 32.7% 1 +32.7 pp +32.7 pp +32.7 pp +32.7 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 210.9 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 210.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 210.0 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 207.8 28.5% 1 +28.5 pp +28.5 pp +28.5 pp +28.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 204.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 199.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 195.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 195.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 191.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 190.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 189.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 187.8 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 187.2 30.2% 1 +30.2 pp +30.2 pp +30.2 pp +30.2 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 186.6 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 184.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 182.2 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 182.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 177.6 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 177.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 174.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Lee Financial Co CIK 0001391166 0.828 162 170.9 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 169.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 169.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 167.9 14.4% 3 +2.1 pp +1.5 pp +14.4 pp +14.4 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 167.9 28.5% 1 +28.5 pp +28.5 pp +28.5 pp +28.5 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 167.6 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 167.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 167.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 165.1 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 164.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 161.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 161.7 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 161.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 160.3 38.8% 1 +38.8 pp +38.8 pp +38.8 pp +38.8 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 160.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 159.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 159.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 157.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JB Capital LLC CIK 0001879371 0.629 280 155.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 154.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 153.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 153.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 150.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 150.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 149.5 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 148.5 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 146.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 146.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 145.5 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 144.3 28.6% 1 +28.6 pp +28.6 pp +28.6 pp +28.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 143.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 143.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 141.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 139.8 36.8% 1 +36.8 pp +36.8 pp +36.8 pp +36.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 139.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 139.6 39.6% 1 +39.6 pp +39.6 pp +39.6 pp +39.6 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 139.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 139.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 139.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 138.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 138.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 136.5 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 136.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 135.8 29.7% 1 +29.7 pp +29.7 pp +29.7 pp +29.7 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 134.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Graypoint LLC CIK 0001794198 0.550 526 134.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆RPTC Inc. CIK 0001714450 0.937 7 134.0 23.6% 1 +23.6 pp +23.6 pp +23.6 pp +23.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 133.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 131.6 46.3% 1 +46.3 pp +46.3 pp +46.3 pp +46.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 129.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 128.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 127.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 127.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 127.2 33.3% 2 +1.9 pp +33.3 pp +33.3 pp +33.3 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 127.0 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 125.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 125.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 125.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 125.1 28.2% 1 +28.2 pp +28.2 pp +28.2 pp +28.2 pp
☆Qalhat Capital Ltd CIK 0001884252 0.000 0 123.5 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 122.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 122.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 122.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 122.1 60.6% 2 +15.1 pp +60.6 pp +60.6 pp +60.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 122.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 122.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 119.9 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 119.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 117.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 117.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 117.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 117.0 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 117.0 29.8% 1 +29.8 pp +29.8 pp +29.8 pp +29.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 115.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 115.6 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 115.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 114.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 114.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 114.1 32.8% 1 +32.8 pp +32.8 pp +32.8 pp +32.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 114.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 113.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 112.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 111.8 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 111.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 110.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 110.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 110.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 109.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 109.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 109.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 108.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 105.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 105.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 105.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 104.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 104.3 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 104.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 103.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 102.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 102.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 102.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 101.5 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 101.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 101.2 5.5% 2 -0.4 pp +5.5 pp +5.5 pp +5.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 101.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 100.6 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 99.9 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 99.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 99.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Ironclad Investments LLC CIK 0001824600 0.912 3 98.8 50.3% 1 +50.3 pp +50.3 pp +50.3 pp +50.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 98.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 98.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 97.2 10.4% 3 -2.6 pp -15.2 pp +10.4 pp +10.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 96.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 96.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 94.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 94.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 93.3 33.1% 1 +33.1 pp +33.1 pp +33.1 pp +33.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 93.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 92.8 8.9% 3 +0.1 pp -0.5 pp +8.9 pp +8.9 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 92.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 91.2 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 91.0 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 91.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 91.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 90.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 89.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 88.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 88.4 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 88.2 28.1% 1 +28.1 pp +28.1 pp +28.1 pp +28.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 88.0 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 87.2 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 86.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 86.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 86.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 86.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 86.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 85.7 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 85.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 85.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Conrad N. Hilton Foundation CIK 0001729242 0.911 2 85.2 90.5% 1 +90.5 pp +90.5 pp +90.5 pp +90.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 85.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 85.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 84.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 83.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 83.6 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 83.6 44.9% 1 +44.9 pp +44.9 pp +44.9 pp +44.9 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 82.8 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 82.4 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 81.9 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 81.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 81.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 81.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 81.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 80.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 80.8 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 80.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 80.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 79.7 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 79.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 79.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 78.9 34.1% 1 +34.1 pp +34.1 pp +34.1 pp +34.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 78.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 78.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 77.6 35.4% 1 +35.4 pp +35.4 pp +35.4 pp +35.4 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 77.4 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 77.2 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 77.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 76.7 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 76.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 76.3 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 76.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 76.1 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 76.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 75.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 75.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 75.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 75.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 74.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 74.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 74.6 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 74.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 74.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 74.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 73.9 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 73.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 73.7 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 73.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 73.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 72.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 72.1 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 72.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 72.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 71.8 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 71.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 71.6 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Well Done, LLC CIK 0001667132 0.522 202 71.2 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 70.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 70.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 70.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 69.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 69.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 68.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 68.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 68.4 33.4% 1 +33.4 pp +33.4 pp +33.4 pp +33.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 68.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 67.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 67.6 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 67.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 67.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 66.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 66.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 66.2 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 65.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 65.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Teramo Advisors, LLC CIK 0001904821 0.826 3 65.2 23.8% 1 +23.8 pp +23.8 pp +23.8 pp +23.8 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 65.0 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 64.8 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 64.4 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 64.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 64.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆26North Partners LP CIK 0001950972 0.000 1 64.0 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 63.7 37.6% 1 +37.6 pp +37.6 pp +37.6 pp +37.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 63.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 63.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 63.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 62.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 62.2 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 62.1 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 61.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 61.6 22.3% 1 +22.3 pp +22.3 pp +22.3 pp +22.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 61.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 61.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 61.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
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☆University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 52.7 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
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☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 49.3 25.3% 1 +25.3 pp +25.3 pp +25.3 pp +25.3 pp
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☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 49.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
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☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 48.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 48.0 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 47.7 40.6% 1 +40.6 pp +40.6 pp +40.6 pp +40.6 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 47.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
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☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 47.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 47.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 47.0 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 46.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 46.7 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 46.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 46.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 45.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 45.4 30.1% 1 +30.1 pp +30.1 pp +30.1 pp +30.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 45.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Argent Trust Co CIK 0001625292 0.533 769 45.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 45.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆High Note Wealth, LLC CIK 0001807283 0.547 959 44.8 10.3% 2 +0.5 pp +10.3 pp +10.3 pp +10.3 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 44.8 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 44.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 44.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 44.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 44.4 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 44.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 44.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 43.5 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
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☆NDWM LLC CIK 0001818386 0.624 38 41.5 30.4% 1 +30.4 pp +30.4 pp +30.4 pp +30.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 41.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 27.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 27.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 26.9 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 26.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 26.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 26.8 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 26.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 26.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 26.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 26.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 26.6 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 26.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 26.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CADINHA & CO LLC CIK 0000923469 0.357 107 26.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 26.3 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 26.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 26.1 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 26.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 25.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 25.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 25.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 25.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 25.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 25.5 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 25.5 31.8% 1 +31.8 pp +31.8 pp +31.8 pp +31.8 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 25.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 25.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 25.4 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 25.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 25.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 25.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 25.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 25.0 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 24.9 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 24.8 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 24.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 24.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 24.8 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 24.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 24.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 24.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 24.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Life Planners CIK 0002053368 0.608 339 24.5 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 24.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 24.4 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Human Investing LLC CIK 0001767513 0.861 105 24.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 24.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 24.4 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 24.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 24.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 24.0 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 23.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 23.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 23.8 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 23.7 24.6% 1 +24.6 pp +24.6 pp +24.6 pp +24.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 23.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 23.7 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 23.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 23.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 23.5 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 23.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 23.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 23.4 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 23.3 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 23.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 23.1 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 23.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 23.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 23.0 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 22.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 22.8 22.4% 1 +22.4 pp +22.4 pp +22.4 pp +22.4 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 22.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 22.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 22.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 22.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Summit X, LLC CIK 0001697729 0.000 0 22.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 22.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 22.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 22.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 22.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 22.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Legacy Trust CIK 0001772483 0.355 210 22.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 22.3 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 22.3 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 22.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 22.2 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 22.2 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 22.2 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 22.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 22.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 22.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 22.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 22.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 22.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 21.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 21.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 21.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 21.8 28.1% 1 +28.1 pp +28.1 pp +28.1 pp +28.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 21.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 21.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 21.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 21.7 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 21.6 13.8% 3 +0.1 pp -0.2 pp +13.8 pp +13.8 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 21.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 21.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 21.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 21.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 21.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 21.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 21.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 21.0 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 21.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 21.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 21.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 20.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 20.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Holland Advisory Services, Inc. CIK 0001890183 0.471 49 20.8 30.3% 1 +30.3 pp +30.3 pp +30.3 pp +30.3 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 20.6 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 20.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 20.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 20.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 20.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 20.1 16.2% 3 +0.8 pp +0.4 pp +16.2 pp +16.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 19.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 19.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 19.9 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 19.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 19.8 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 19.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 19.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 19.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 19.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 19.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 19.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 19.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 19.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 19.1 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
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☆EQ LLC CIK 0001757605 0.412 87 19.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
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☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 18.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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☆Element Wealth, LLC CIK 0001802743 0.267 212 18.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 18.4 4.4% 3 +0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 18.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 18.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
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☆NWAM LLC CIK 0001655006 0.392 684 17.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 17.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 15.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 12.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 12.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 12.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 12.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 12.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 12.8 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 12.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 12.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 12.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 12.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 12.7 7.9% 2 +1.2 pp +7.9 pp +7.9 pp +7.9 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 12.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 12.6 5.3% 3 +0.1 pp -0.2 pp +5.3 pp +5.3 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 12.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbia Bank CIK 0002017259 0.353 165 12.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 12.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 12.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 12.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 12.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 12.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 12.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 12.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 12.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 12.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Sentry LLC CIK 0002004474 0.484 132 12.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 12.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 12.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 12.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 12.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 12.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 12.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 12.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 11.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 11.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 11.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 11.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 11.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 11.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 11.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 11.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 11.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 11.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Simmons Bank CIK 0001674486 0.467 369 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 10.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 10.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 9.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 9.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 9.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
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☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 9.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 9.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 9.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Bawa N Mallick Trust CIK 0002040013 0.643 78 9.0 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 9.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 8.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 8.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 8.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NatWest Group plc (NWG, RBSPF) CIK 0000844150 0.320 48 8.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆waypoint wealth counsel CIK 0001807909 0.207 149 8.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 8.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 8.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 8.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 8.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 8.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆KWB Wealth CIK 0001822236 0.452 169 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Quartz Partners, LLC CIK 0001659978 0.119 191 8.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 8.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 8.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 8.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆MY Wealth Management Inc. CIK 0001827845 0.000 46 8.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Flower City Capital CIK 0001808394 0.859 49 8.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
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☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 7.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Platform Technology Partners CIK 0001830817 0.314 393 7.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 7.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Emerald Advisors, LLC CIK 0001802611 0.889 130 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 7.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 7.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Trust Co CIK 0001632554 0.769 908 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 7.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 7.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
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☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 6.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 6.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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☆Security National Bank CIK 0001719739 0.452 392 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 6.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 6.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆TFR Capital, LLC. CIK 0002059325 0.284 165 6.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 6.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rede Wealth, LLC CIK 0001842054 0.714 117 6.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆W ADVISORS, LLC CIK 0001929907 0.304 153 6.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 6.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 6.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 6.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 6.5 1.8% 3 +0.6 pp +0.6 pp +1.8 pp +1.8 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 6.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 6.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Shorepath Capital Management LLC CIK 0002012685 0.398 23 6.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆American Trust CIK 0001905128 0.729 334 6.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆LVZ, Inc. CIK 0001574408 0.888 177 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 6.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 6.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 6.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STEPH & CO CIK 0000941519 0.731 283 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 6.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 6.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Advisor Resource Council CIK 0001820879 0.259 260 6.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 6.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
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☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 6.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 6.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 5.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 5.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆FLC Capital Advisors CIK 0001713697 0.549 229 5.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 5.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Navigoe, LLC CIK 0002056100 0.632 1224 5.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 5.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
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☆Fiduciary Group, LLC CIK 0001645890 0.530 305 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 5.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 4.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
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☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 4.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 4.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 4.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 4.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 4.6 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 4.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Essex Bank CIK 0001752212 0.260 318 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 4.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 4.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rinkey Investments CIK 0001730774 0.601 128 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CIM, LLC CIK 0001364725 0.348 169 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆Lincoln Capital LLC CIK 0001633862 0.657 137 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Tudor Financial Inc. CIK 0002045307 0.221 152 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Firestone Capital Management CIK 0001799964 0.601 168 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 2.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FF Advisors,LLC CIK 0002011904 0.517 123 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Pacifica Partners Inc. CIK 0001799900 0.313 424 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.389 184 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 2.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Iowa State Bank CIK 0001546967 0.467 118 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 1.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CNB Bank CIK 0001732074 0.306 518 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bolthouse Investments, LLC CIK 0001567013 0.332 86 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Benin Management CORP CIK 0001352871 0.711 152 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KG Capital Management CIK 0001771687 0.158 142 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 1.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 1.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.617 47 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 1.4 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Athena Investment Management CIK 0001921093 0.240 132 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Marin CIK 0001801145 0.155 133 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 1.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 1.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PENINSULA ASSET MANAGEMENT INC CIK 0001091923 0.439 54 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wills Financial Group LLC CIK 0002059579 0.384 82 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookmont Capital Management CIK 0001512978 0.340 61 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ardent Capital Management, Inc. CIK 0001888792 0.815 47 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Members Trust Co CIK 0001677560 0.939 170 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Morangie Management LLC CIK 0002056670 0.556 34 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bradyco, Inc. CIK 0002055007 0.075 33 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TrinityBridge Ltd CIK 0001718570 0.840 269 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆McLean Asset Management Corp CIK 0001833140 0.535 181 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Keener Financial Planning LLC CIK 0002004495 0.857 61 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Sara-Bay Financial CIK 0001816444 0.680 87 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.525 181 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Hudson Capital Management LLC CIK 0001727342 0.530 74 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Horizons Wealth Management CIK 0001943228 0.557 166 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.7 0.6% 1 +0.6 pp +0.1 pp +0.6 pp +0.6 pp
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☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Argentarii, LLC CIK 0002030055 0.348 213 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Activest Wealth Management CIK 0001883134 0.526 1477 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆one8zero8, LLC CIK 0002053138 0.351 265 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenorchy Capital Ltd CIK 0002008506 0.248 59 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Field & Main Bank CIK 0001594492 0.202 271 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Next Level Private LLC CIK 0001910366 0.538 174 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆United Bank CIK 0001697791 0.298 122 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Innova Wealth Partners CIK 0001888831 0.101 167 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆One Wealth Map LLC CIK 0001802635 0.488 90 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Breakwater Investment Management CIK 0002025925 0.462 600 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sicart Associates LLC CIK 0001696494 0.420 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BXM Wealth LLC CIK 0002052379 0.166 163 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Addison Capital Co CIK 0001581465 0.464 184 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Everest Private Wealth CIK 0002056683 0.390 85 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -1.4 pp -0.3 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 IVV). Qtrs Held counts distinct quarters this fund has actually held IVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVV position size. Δ columns are the percentage-point change in IVV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status