Signals

IVW

1843 in-universe funds with a nonzero position in IVW within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1166
Score / z0.049 / 0.05
Consensus543.61 over 1077 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,996.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,665.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3,742.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,058.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,051.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,714.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 972.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 935.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 785.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 699.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 613.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 501.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 468.6 0.2% 2 +0.0 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 468.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 412.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 398.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 376.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIL Ltd CIK 0000318989 0.878 1140 374.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 361.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 349.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 306.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 302.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 251.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FMR LLC CIK 0000315066 0.989 5571 225.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 213.0 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 206.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 201.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 195.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 188.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 182.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 182.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 179.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 176.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 149.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 148.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 139.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 139.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
JB Capital LLC CIK 0001879371 0.629 280 132.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 131.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 128.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 125.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 122.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 120.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 119.3 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 119.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 117.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 112.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 110.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 108.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 105.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 100.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 95.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
LVZ, Inc. CIK 0001574408 0.889 177 94.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 85.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 84.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 82.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 81.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Ascent Group, LLC CIK 0001913231 0.508 808 80.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 80.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 80.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 79.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 78.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Calydon Capital CIK 0001759271 0.373 277 77.4 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 76.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 74.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 73.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 73.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 72.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Creative Planning CIK 0001540235 0.979 4196 70.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 70.0 42.9% 1 +42.9 pp +42.9 pp +42.9 pp +42.9 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 69.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 68.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 66.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 64.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 63.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 61.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 59.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 58.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 57.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 57.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 56.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 55.8 9.8% 2 +0.9 pp +9.8 pp +9.8 pp +9.8 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 52.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 51.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 49.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHOREO, LLC CIK 0001679031 0.797 1690 49.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 48.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 48.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 47.9 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 47.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 46.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 45.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
MA Private Wealth CIK 0001767474 0.750 88 43.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 42.9 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 42.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 42.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 41.6 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lee Financial Co CIK 0001391166 0.828 162 40.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 40.0 27.9% 1 +27.9 pp +27.9 pp +27.9 pp +27.9 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 39.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 38.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 37.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 37.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 36.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 36.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 36.4 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 35.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 35.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 35.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 35.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 35.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 34.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 34.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 34.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 33.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 33.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 32.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 32.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 32.2 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 31.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 31.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 30.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 30.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 30.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 30.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 30.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 29.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 29.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
EWA, LLC CIK 0001835252 0.457 332 29.3 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 29.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 29.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 29.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 29.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 28.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 28.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 28.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 28.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 28.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 28.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 28.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 27.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 27.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 27.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 27.6 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 27.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 27.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Graypoint LLC CIK 0001794198 0.550 526 27.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
KWMG, LLC CIK 0001633024 0.515 153 27.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BARINGS LLC CIK 0000009015 0.845 191 26.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 26.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 26.8 22.8% 1 +22.8 pp +22.8 pp +22.8 pp +22.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 26.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 26.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Csenge Advisory Group CIK 0001715593 0.550 760 25.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 25.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 25.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 25.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 25.1 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 24.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 24.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 24.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 24.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 24.4 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 23.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 23.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 22.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 21.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 21.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 21.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 21.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 21.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 20.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 20.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 20.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Financial Services CIK 0001865158 0.422 131 20.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 20.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 20.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 19.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 19.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trek Financial, LLC CIK 0001768195 0.100 501 19.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 19.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 19.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 19.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 19.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 19.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 18.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 18.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 18.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 18.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 18.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 18.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 18.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 17.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 17.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 17.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 17.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 17.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 17.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 16.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 16.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 16.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 16.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 16.6 8.4% 2 -1.6 pp +8.4 pp +8.4 pp +8.4 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 16.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ LLC CIK 0001757605 0.412 87 16.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 16.4 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 16.3 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
Kilter Group LLC CIK 0002058915 0.349 1580 16.3 7.4% 2 -2.3 pp +7.4 pp +7.4 pp +7.4 pp
SWMG, LLC CIK 0001839255 0.473 100 16.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 16.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 16.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 15.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 15.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 15.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 15.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Invst, LLC CIK 0001867587 0.314 343 15.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 15.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 15.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 15.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 14.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 14.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 14.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 14.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 14.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 14.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 13.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 13.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CX Institutional CIK 0001737089 0.437 1568 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 13.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 13.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UNITED BANK CIK 0001286478 0.652 130 13.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 13.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 12.9 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 12.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 12.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lansing Street Advisors CIK 0001926571 0.417 166 12.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 12.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 12.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 12.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 12.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 12.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 12.1 7.7% 2 +0.8 pp +7.7 pp +7.7 pp +7.7 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 12.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 11.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 11.8 7.8% 2 +0.5 pp +7.8 pp +7.8 pp +7.8 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 11.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 11.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 11.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 11.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 11.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 11.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 11.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 10.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 10.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 10.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 10.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 10.5 9.6% 2 +1.5 pp +9.6 pp +9.6 pp +9.6 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 10.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 10.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 10.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 10.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 9.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 9.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 9.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 9.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
CONNING INC. CIK 0000801051 0.496 327 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 9.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 9.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 8.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 8.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 8.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 8.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 8.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 8.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Florin Court Capital LLP CIK 0001696263 0.043 27 8.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.9 4.4% 3 +0.4 pp -0.4 pp +4.4 pp +4.4 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 7.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 7.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 7.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 7.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 7.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 7.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ACAS, LLC CIK 0001859505 0.399 93 7.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 6.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 6.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 6.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 6.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 6.5 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 6.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 6.2 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 6.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Narwhal Capital Management CIK 0001461287 0.675 155 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 6.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CW Advisors, LLC CIK 0001904976 0.000 0 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Lantz Financial LLC CIK 0001766883 0.334 259 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 5.9 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 5.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
United Bank CIK 0001697791 0.298 122 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 5.7 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 5.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 5.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 5.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 5.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Family Firm, Inc. CIK 0001602603 0.390 87 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Next Capital Management LLC CIK 0001752762 0.504 138 5.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
XML Financial, LLC CIK 0001800465 0.420 447 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 5.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 5.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Thomasville National Bank CIK 0001561790 0.599 241 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 4.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.4 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 4.2 3.4% 3 +0.3 pp -0.1 pp +3.4 pp +3.4 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heritage Trust Co CIK 0001706028 0.448 313 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sierra Capital LLC CIK 0001787274 0.509 228 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EASTERN BANK CIK 0001126395 0.668 1038 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.0 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 4.0 0.3% 3 -0.5 pp -0.6 pp +0.3 pp +0.3 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 3.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Haverford Trust Co CIK 0000842941 0.805 424 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
St. Louis Trust Co CIK 0001661144 0.000 125 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
GenWealth Group, Inc. CIK 0001713678 0.306 89 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 3.5 2.6% 3 +1.0 pp +1.0 pp +2.6 pp +2.6 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ROGCO, LP CIK 0001998892 0.631 224 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 3.2 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CROBAN CIK 0001694663 0.128 81 3.0 2.6% 3 +0.0 pp +0.2 pp +2.6 pp +2.6 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cadence Bank CIK 0001299939 0.688 332 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rossmore Private Capital CIK 0001733082 0.520 340 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Breakwater Capital Group CIK 0001964309 0.408 374 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Renasant Bank CIK 0001656167 0.136 141 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Key FInancial Inc CIK 0001801720 0.372 1356 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Western Trust Bank CIK 0001513189 0.923 215 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INTRUST BANK NA CIK 0001034771 0.638 416 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
2UniFi Bank CIK 0002040900 0.000 0 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Certified Advisory Corp CIK 0001731732 0.386 327 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dentgroup LLC CIK 0001867570 0.289 93 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.6 1.3% 3 +0.1 pp -0.2 pp +1.3 pp +1.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 2.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Wealth Partners CIK 0002107657 0.535 571 2.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BAILARD, INC. CIK 0000750641 0.577 763 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Operose Advisors LLC CIK 0001909750 0.647 522 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bensler, LLC CIK 0001965941 0.354 198 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MBA Advisors LLC CIK 0001848704 0.403 164 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 2.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TSFG, LLC CIK 0001800513 0.413 891 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 2.2 1.4% 3 +0.1 pp -0.2 pp +1.4 pp +1.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPWM LLC CIK 0001801101 0.514 98 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Curi Capital, LLC CIK 0001332905 0.547 888 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Helium Advisors LLC CIK 0002056653 0.215 107 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Square, LLC CIK 0001798736 0.168 241 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Essex Bank CIK 0001752212 0.260 318 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Security National Bank CIK 0001719739 0.452 392 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Veracity Capital LLC CIK 0001811005 0.270 223 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Progressive Investment Management Corp CIK 0001353318 0.535 56 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McDonough Capital Management, Inc CIK 0001912128 0.662 52 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 1.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Idaho Trust Co CIK 0001568069 0.536 98 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MKT Advisors LLC CIK 0001906802 0.646 155 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Friday Financial CIK 0002048792 0.653 108 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
American Trust CIK 0001905128 0.729 334 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LTG Capital LLC CIK 0001936987 0.796 24 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Simmons Bank CIK 0001674486 0.467 369 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Summit X, LLC CIK 0001697729 0.000 0 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Transce3nd, LLC CIK 0002023570 0.000 170 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
First Nebraska Trust Co CIK 2134841 0.657 231 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LongView Wealth Management CIK 0001990190 0.308 227 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TL Private Wealth CIK 0001802868 0.876 54 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
McHugh Group, LLC CIK 0002052657 0.526 86 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ramiah Investment Group CIK 0001566307 0.000 79 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CNB Bank CIK 0001732074 0.306 518 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Verum Partners LLC CIK 0001958984 0.585 200 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.9 0.7% 1 +0.7 pp -0.2 pp +0.7 pp +0.7 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Port Advisors CIK 0001744348 0.222 266 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KWB Wealth CIK 0001822236 0.452 169 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Garde Capital, Inc. CIK 0001616328 0.622 224 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
tru Independence LLC CIK 0001785445 0.641 108 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Planning Center, Inc. CIK 0001910966 0.907 84 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co of the South CIK 0002008165 0.815 146 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Republic Capital, LLC CIK 0001989988 0.138 352 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARTHENON LLC CIK 0001088859 0.632 133 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VeraBank, N.A. CIK 0001767297 0.624 167 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Manage LLC CIK 0001539947 0.277 323 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seros Financial, LLC CIK 0002039918 0.494 66 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WT Wealth Management CIK 0001780507 0.246 138 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Office Research LLC CIK 0002041267 0.653 85 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New World Advisors LLC CIK 0001767724 0.874 125 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUEFG, LLC CIK 0001766067 0.882 75 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warm Springs Advisors Inc. CIK 0002057078 0.195 45 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investors Research Corp CIK 0001730630 0.347 805 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stiles Financial Services Inc CIK 0001904832 0.261 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.4 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 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARR E S & CO CIK 0001040210 0.865 112 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
L & S Advisors Inc CIK 0001392364 0.047 236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wellment Financial CIK 0001940000 0.000 37 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Navalign, LLC CIK 0001820593 0.504 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M. Kraus & Co CIK 0001593688 0.468 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grove Bank & Trust CIK 0001662212 0.546 886 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
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SP Asset Management LLC CIK 0001962086 0.687 137 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Group CIK 0001341748 0.370 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIM, LLC CIK 0001364725 0.348 169 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.156 105 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
David J Yvars Group CIK 0001836266 0.505 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANB BANK CIK 0002067126 0.446 127 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Bank & Trust CIK 0001692632 0.535 270 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Menard Financial Group LLC CIK 0001803156 0.228 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Human Investing LLC CIK 0001767513 0.861 105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.648 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -4.9 pp -4.8 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -11.9 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 IVW). Qtrs Held counts distinct quarters this fund has actually held IVW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVW position size. Δ columns are the percentage-point change in IVW'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