Signals

IVW

2404 in-universe funds with a nonzero position in IVW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25161
Score / z-5.027 / -6.08
Consensus649.54 over 1299 funds
Momentum-0.10 =

Price & positioning

226 cached closes, trailing year
Drawdown-3%
Short interest-24% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,776.8 1.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 4,758.8 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,965.8 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,861.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,119.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,129.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,123.8 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,101.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 720.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 658.7 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 601.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 586.3 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 581.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 547.8 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 530.3 1.6% 1 +1.6 pp +1.6 pp -0.1 pp -0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 500.2 1.8% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 495.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 491.0 2.4% 5 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 449.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 424.3 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 423.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 359.9 2.1% 5 +0.2 pp +0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 331.5 3.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 323.1 13.0% 5 +0.7 pp +0.1 pp +0.6 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 302.7 1.7% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
FMR LLC CIK 0000315066 0.989 5571 281.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 278.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 277.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 275.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 267.9 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 228.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 196.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 183.1 0.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 179.3 8.2% 5 +1.3 pp +1.0 pp +0.8 pp +0.4 pp
JB Capital LLC CIK 0001879371 0.629 280 178.2 6.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 177.3 1.3% 5 +0.2 pp +0.1 pp +0.1 pp -0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 168.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 157.8 4.8% 5 +0.4 pp +0.0 pp -0.0 pp -0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 157.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 154.7 0.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 154.7 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 147.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LVZ, Inc. CIK 0001574408 0.889 177 142.6 14.5% 5 +1.0 pp +0.4 pp +0.4 pp +3.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 126.3 6.3% 5 +0.2 pp -0.4 pp -0.6 pp -0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 123.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 118.5 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 111.0 4.0% 5 -0.1 pp -0.0 pp +0.1 pp -1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 109.4 0.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 107.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 104.8 1.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 101.3 3.0% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 101.2 1.2% 6 +0.0 pp -0.6 pp -0.8 pp -1.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 98.7 0.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 97.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 97.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 96.5 5.7% 5 +1.5 pp +2.6 pp +2.4 pp +1.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 96.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 92.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 89.8 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.1 0.9% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 83.7 39.8% 5 +1.7 pp -0.8 pp -1.9 pp -3.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 83.0 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 81.9 0.9% 4 +0.4 pp +0.4 pp +0.3 pp +0.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 80.9 1.2% 5 +0.3 pp +0.3 pp +0.4 pp +0.2 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 80.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 79.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 79.1 6.5% 5 +0.4 pp -0.2 pp -0.3 pp -0.6 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 78.4 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 77.0 9.9% 5 -0.2 pp -1.1 pp -1.9 pp -2.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 73.2 1.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 72.5 1.0% 5 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 69.6 3.8% 5 +0.3 pp -0.2 pp -0.2 pp -0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 68.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 68.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 67.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 67.3 9.6% 6 +0.7 pp +0.0 pp -0.2 pp -0.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 67.0 11.0% 5 +0.5 pp -0.3 pp -0.5 pp -1.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 66.1 3.1% 5 +0.2 pp -0.9 pp -1.3 pp -3.8 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 65.6 3.9% 5 -0.2 pp +0.4 pp +0.5 pp +0.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 64.2 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 60.3 1.0% 5 +0.0 pp +0.0 pp +0.3 pp +0.8 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 58.9 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 58.8 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 56.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 56.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 55.4 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 55.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 55.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MA Private Wealth CIK 0001767474 0.750 88 54.4 8.1% 5 +0.6 pp +0.4 pp +0.2 pp +0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 51.6 0.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 51.3 16.1% 5 +3.7 pp +4.5 pp +4.7 pp +4.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 51.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 50.9 6.1% 5 +0.5 pp +0.6 pp +1.1 pp +1.4 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 50.7 15.4% 5 +0.8 pp -0.3 pp -0.1 pp +0.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 50.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Lee Financial Co CIK 0001391166 0.828 162 48.8 6.2% 5 +0.6 pp +0.2 pp +0.7 pp +0.5 pp
Calydon Capital CIK 0001759271 0.373 277 48.5 7.1% 5 +0.6 pp -0.2 pp +0.3 pp -0.5 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 48.4 1.8% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 48.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 47.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 47.2 10.6% 4 -0.7 pp -0.6 pp -0.6 pp +10.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 47.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 46.5 0.4% 5 +0.3 pp +0.3 pp -0.2 pp +0.3 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 46.4 13.2% 5 +0.5 pp -0.3 pp -1.2 pp -1.5 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 46.3 27.4% 5 +1.6 pp +0.1 pp +0.1 pp -0.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 45.8 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 45.8 0.8% 1 +0.8 pp -0.0 pp +0.1 pp +0.1 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 45.8 7.3% 5 +0.5 pp -0.4 pp -0.2 pp -0.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 45.7 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 45.3 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Busey Bank CIK 0001427202 0.741 388 44.6 1.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 44.1 3.7% 5 +1.3 pp +0.9 pp +1.0 pp +0.9 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 44.1 5.0% 5 +0.4 pp -0.4 pp -0.4 pp -0.7 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 43.0 7.4% 5 +0.3 pp -0.3 pp -0.5 pp -0.8 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 42.9 1.4% 6 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 42.9 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 42.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 41.7 5.5% 5 -0.5 pp +0.2 pp -0.1 pp -0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 41.2 0.4% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
BOKF, NA CIK 0000009634 0.752 1160 41.1 0.6% 5 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 40.9 0.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 40.8 4.9% 5 +0.5 pp +0.2 pp +0.3 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 40.5 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 40.2 6.4% 5 +0.6 pp -0.2 pp -0.1 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 39.6 9.3% 5 +0.3 pp -0.9 pp -2.1 pp -2.0 pp
EQ LLC CIK 0001757605 0.412 87 38.9 9.6% 5 +1.1 pp +1.0 pp +3.0 pp +3.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 38.8 0.3% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 38.6 3.4% 5 +1.8 pp +3.0 pp +3.1 pp +3.2 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 38.4 12.1% 5 +0.8 pp -0.2 pp -0.1 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 38.4 7.0% 5 -0.2 pp -0.9 pp -1.6 pp -2.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 38.3 0.6% 1 +0.6 pp +0.0 pp -0.1 pp +0.6 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 37.9 0.7% 5 +0.0 pp +0.0 pp -2.7 pp -1.7 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 37.9 4.6% 5 +0.4 pp +0.2 pp +0.3 pp +2.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 37.1 0.7% 5 -0.1 pp -0.6 pp -0.6 pp -0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 36.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 36.6 0.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 36.5 3.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 36.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 36.2 2.6% 5 +0.3 pp +0.0 pp +0.0 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 35.9 1.8% 5 +0.0 pp -0.2 pp -0.5 pp -0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 35.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 35.9 4.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 35.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 35.5 0.7% 5 -0.1 pp -0.2 pp +0.5 pp +0.4 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 35.4 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 35.3 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 35.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 35.1 5.6% 5 +0.0 pp -0.4 pp -0.4 pp -0.7 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 35.1 4.6% 2 +0.7 pp +4.6 pp +4.6 pp +4.6 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 34.8 6.8% 5 +0.4 pp -0.3 pp -0.3 pp -0.6 pp
SWMG, LLC CIK 0001839255 0.473 100 34.8 8.2% 5 +1.2 pp +1.5 pp +1.8 pp +2.7 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 34.7 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 33.1 21.0% 5 +1.8 pp -1.4 pp -2.1 pp -1.8 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 33.0 4.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 32.9 0.9% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 32.5 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 32.3 3.1% 5 +0.2 pp -0.2 pp -0.4 pp -0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 32.1 4.8% 5 +0.4 pp +0.4 pp +0.7 pp +1.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 32.1 1.0% 6 +0.1 pp -0.2 pp -0.4 pp -0.4 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 31.7 3.8% 5 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 31.4 3.5% 5 +0.3 pp +0.2 pp +0.3 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 31.3 0.5% 5 +0.0 pp -0.5 pp -1.3 pp -1.3 pp
Csenge Advisory Group CIK 0001715593 0.550 760 31.3 1.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 31.2 7.1% 5 +0.4 pp -0.4 pp -1.0 pp -1.3 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 30.8 9.2% 5 -0.3 pp -0.5 pp -0.3 pp -0.3 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 30.3 18.4% 2 +0.5 pp +18.4 pp +18.4 pp +18.4 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 30.1 3.0% 5 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 30.1 3.8% 5 +0.0 pp -0.4 pp -0.6 pp -0.6 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 30.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 29.7 3.8% 5 +0.3 pp -0.4 pp -0.3 pp -0.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 29.4 1.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 29.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 28.9 2.8% 5 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 28.7 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 28.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 28.3 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 27.9 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 27.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 27.2 4.9% 5 +0.5 pp +3.1 pp +3.0 pp +3.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.1 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Keystone Financial Services CIK 0001865158 0.422 131 26.9 6.9% 5 +0.2 pp +0.0 pp -0.1 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 26.9 0.5% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 26.8 13.6% 5 +0.5 pp +0.2 pp +0.7 pp +0.5 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 26.5 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 26.5 0.4% 5 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 26.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 26.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 26.0 7.3% 2 +0.8 pp +7.3 pp +7.3 pp +7.3 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 25.8 5.4% 5 +0.4 pp +0.1 pp -0.1 pp -0.1 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 25.7 3.9% 5 +0.3 pp -0.1 pp +0.2 pp +0.1 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 25.6 5.5% 5 +0.3 pp -0.2 pp -0.1 pp -0.6 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 25.1 8.8% 5 +1.0 pp +0.4 pp +0.5 pp +0.8 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 25.1 2.5% 5 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 24.9 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 24.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 24.2 2.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.3 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 24.1 4.6% 5 +0.6 pp -0.8 pp -0.4 pp -0.6 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 24.0 15.9% 3 +0.1 pp -1.5 pp +15.9 pp +15.9 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.4 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 23.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 23.6 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 23.5 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 23.5 0.5% 5 +0.1 pp +0.1 pp -0.3 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 23.4 1.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Kilter Group LLC CIK 0002058915 0.349 1580 23.4 8.5% 6 +0.0 pp +0.0 pp +0.2 pp +1.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 23.0 0.4% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 22.7 6.4% 5 +0.3 pp -0.1 pp -0.0 pp +0.4 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 22.6 2.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 22.4 1.8% 5 +0.2 pp -0.4 pp -1.7 pp -1.7 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 22.2 6.0% 5 +0.2 pp -0.1 pp +0.0 pp -0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 22.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 22.1 1.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 21.9 5.3% 5 +0.3 pp -0.1 pp -0.2 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.8 2.2% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 21.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 21.2 1.6% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 21.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 21.1 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 20.9 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 20.7 11.8% 1 +11.8 pp -0.9 pp -0.3 pp +2.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 20.5 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 20.4 5.5% 5 +0.6 pp +0.1 pp -0.1 pp -0.2 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 20.3 7.2% 5 +0.3 pp -0.1 pp -0.0 pp -0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 20.3 2.5% 5 +0.2 pp +0.1 pp -0.1 pp -0.2 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 20.2 1.7% 5 +0.1 pp +0.1 pp +0.5 pp -0.2 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 20.1 2.6% 5 +0.1 pp -0.8 pp -1.1 pp -1.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 20.1 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 19.9 1.3% 5 -0.3 pp -0.6 pp -0.7 pp -1.2 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 19.8 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 19.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 19.4 1.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 19.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 19.3 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 19.1 1.7% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 19.0 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 18.8 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 18.7 2.7% 5 +1.9 pp +2.4 pp +2.4 pp +2.4 pp
CX Institutional CIK 0001737089 0.437 1568 18.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 18.5 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 18.4 12.8% 5 +0.3 pp -0.5 pp -1.0 pp -1.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 18.3 1.9% 5 +0.1 pp -0.4 pp +0.1 pp +0.3 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 18.2 1.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 18.2 5.2% 5 +0.3 pp +0.2 pp +0.5 pp +0.8 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 18.2 2.8% 5 -0.0 pp -0.3 pp -0.6 pp -0.6 pp
Lansing Street Advisors CIK 0001926571 0.417 166 18.0 3.8% 5 -0.3 pp -0.7 pp -0.5 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 17.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 17.7 2.7% 5 +0.8 pp +0.7 pp +0.7 pp +0.8 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 17.6 7.4% 5 +0.4 pp +0.1 pp -0.6 pp -0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 17.4 0.6% 5 +0.0 pp -1.5 pp -1.5 pp -1.8 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 17.4 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 17.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 17.1 6.0% 5 +0.3 pp -0.2 pp -0.5 pp -0.4 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 17.0 16.0% 3 +1.4 pp +0.6 pp +16.0 pp +16.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 16.8 1.6% 5 +0.1 pp -0.0 pp -0.2 pp -0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 16.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 16.7 2.9% 5 +0.2 pp +0.1 pp +0.2 pp -0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 16.4 3.8% 5 +0.3 pp +0.1 pp +0.3 pp +0.1 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 16.3 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 16.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 16.1 2.7% 5 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 16.0 7.3% 5 +0.4 pp -0.1 pp -0.3 pp -0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 15.5 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 15.5 0.4% 5 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 15.5 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.4 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 15.4 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 15.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 15.2 3.0% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 15.1 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 15.0 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 15.0 4.3% 5 +0.2 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 15.0 0.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 14.9 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 14.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 14.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.3 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 14.2 6.7% 5 +0.2 pp -0.2 pp -0.3 pp +1.4 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 14.0 0.3% 7 -0.0 pp +0.0 pp +0.2 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 13.8 3.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 13.8 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.3 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 13.7 3.1% 5 +0.5 pp +0.3 pp +0.4 pp +0.7 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 13.6 7.7% 6 +5.9 pp +0.0 pp +0.5 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 13.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 13.5 2.8% 5 +0.0 pp +0.1 pp +0.3 pp +1.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 13.4 4.6% 1 +4.6 pp +2.5 pp +4.6 pp +4.6 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 13.3 1.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 13.3 6.1% 5 +0.2 pp -0.4 pp -1.0 pp -0.7 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 13.1 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 13.1 5.3% 6 -0.3 pp -1.1 pp -3.4 pp -4.3 pp
Arch Global Advisors, LLC CIK 0002126837 0.449 59 12.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 12.9 6.6% 5 +0.7 pp -0.1 pp +0.0 pp -0.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 12.8 2.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 12.7 6.7% 6 +0.5 pp +0.3 pp -0.3 pp -1.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.6 0.4% 5 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 12.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 12.3 9.4% 2 +0.7 pp +9.4 pp +9.4 pp +9.4 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 12.2 2.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 12.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 12.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.2 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 12.2 3.4% 5 +0.4 pp +0.3 pp +0.5 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 12.0 5.7% 5 +0.2 pp -1.3 pp -2.8 pp -2.8 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 11.9 3.8% 5 +0.9 pp +0.8 pp +0.6 pp +0.7 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 11.9 4.2% 5 +0.4 pp +0.1 pp -0.0 pp +0.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 11.9 7.2% 5 +0.4 pp -0.1 pp +0.0 pp +0.2 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 11.9 0.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 11.8 5.5% 5 -1.2 pp -1.3 pp -1.0 pp -0.9 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 11.8 1.9% 5 +0.1 pp -0.1 pp -0.3 pp -0.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.8 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 11.8 3.3% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 11.7 4.0% 5 +3.7 pp +3.8 pp +3.8 pp +3.8 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 11.7 0.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 11.7 4.0% 5 +0.2 pp +0.8 pp +1.0 pp +1.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 11.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -1.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 11.5 1.8% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 11.5 5.7% 7 +1.6 pp +1.6 pp +1.9 pp +3.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 11.5 3.7% 5 +1.1 pp +0.9 pp +0.7 pp +0.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.4 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.4 0.8% 5 -0.2 pp -0.2 pp +0.6 pp +0.7 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 11.3 9.6% 5 +0.7 pp -0.0 pp +1.4 pp +0.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 11.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 11.2 4.2% 6 +0.6 pp -3.2 pp -3.4 pp -4.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 11.2 2.9% 5 +1.8 pp +0.9 pp -0.1 pp +0.5 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 11.2 3.1% 5 +0.3 pp -0.0 pp -0.2 pp -0.5 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 11.1 2.7% 5 +0.1 pp +0.1 pp +0.1 pp -0.8 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 11.0 1.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 10.9 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 10.9 7.0% 2 +0.1 pp +7.0 pp +7.0 pp +7.0 pp
UNITED BANK CIK 0001286478 0.652 130 10.9 1.3% 6 +0.2 pp -0.6 pp -0.4 pp -0.3 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 10.8 1.4% 5 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MidFirst Bank CIK 0002077076 0.526 943 10.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Polianta Ltd CIK 0001695214 0.724 86 10.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 10.7 3.0% 5 -0.7 pp -0.3 pp -0.4 pp -0.5 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 10.7 5.9% 2 +0.6 pp +5.9 pp +5.9 pp +5.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 10.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.9 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 10.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 10.4 5.4% 5 +0.7 pp +0.6 pp -3.9 pp +1.3 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 10.4 7.0% 3 +1.1 pp +2.0 pp +7.0 pp +7.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 10.3 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 10.1 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 9.9 3.8% 5 +0.1 pp +0.6 pp +0.7 pp +0.8 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 9.9 2.3% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 9.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 9.8 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 9.7 0.6% 5 +0.2 pp +0.2 pp +0.2 pp -0.2 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 9.7 1.7% 4 +1.2 pp +1.3 pp +1.5 pp +1.7 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 9.7 4.3% 5 +0.4 pp +0.0 pp +0.1 pp -0.5 pp
Next Capital Management LLC CIK 0001752762 0.504 138 9.7 2.6% 5 +0.3 pp +0.0 pp +0.6 pp +0.7 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 9.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 9.5 1.4% 5 -0.0 pp -0.2 pp -0.5 pp -0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 9.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 9.3 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 9.3 6.0% 5 +0.4 pp -0.2 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 9.3 0.4% 5 -0.1 pp -0.6 pp -0.8 pp -0.8 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 9.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 9.1 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 9.1 4.4% 5 -0.8 pp -1.0 pp -2.9 pp -3.1 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 9.0 0.4% 5 +0.1 pp -0.3 pp +0.4 pp +0.4 pp
Lantz Financial LLC CIK 0001766883 0.334 259 9.0 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 9.0 2.3% 3 -0.6 pp -1.0 pp +2.3 pp +2.3 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 8.9 7.5% 2 +0.5 pp +7.5 pp +7.5 pp +7.5 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 8.9 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 8.9 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 8.8 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 8.8 1.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 8.7 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 8.7 1.1% 5 +0.1 pp +0.3 pp +0.3 pp +1.1 pp
CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 8.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 8.6 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARWA LLC CIK 0002113621 0.167 139 8.5 3.5% 2 +1.2 pp +3.5 pp +3.5 pp +3.5 pp
Apella Capital, LLC CIK 0001801507 0.827 695 8.5 0.1% 5 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.5 0.2% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONNING INC. CIK 0000801051 0.496 327 8.5 0.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 8.5 1.6% 5 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 8.3 2.5% 5 +0.5 pp -0.3 pp -0.4 pp -0.6 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 8.2 1.9% 7 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 8.1 1.3% 5 +0.8 pp +0.8 pp +0.6 pp +0.7 pp
NOVEM GROUP CIK 0001926783 0.247 437 8.0 0.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.7 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 8.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 8.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.9 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 7.9 2.1% 5 +0.1 pp -0.1 pp +1.4 pp +1.8 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 7.9 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.8 1.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.8 0.4% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 7.8 2.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.6 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 7.8 1.4% 5 +0.1 pp -0.0 pp -0.3 pp -0.4 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.8 3.2% 7 +0.1 pp -0.7 pp -1.1 pp -1.2 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 7.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Narwhal Capital Management CIK 0001461287 0.675 155 7.7 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 7.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.7 1.8% 5 +0.5 pp +0.4 pp +0.4 pp +0.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 7.7 1.9% 5 +0.3 pp +0.5 pp +1.0 pp +0.9 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 7.6 4.4% 5 +0.8 pp +1.3 pp +1.7 pp +2.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 7.6 2.4% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 7.5 1.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 7.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.5 0.3% 6 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 7.5 7.9% 3 +0.5 pp +0.5 pp +7.9 pp +7.9 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.4 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 7.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 7.4 3.1% 5 +0.5 pp +0.3 pp +0.6 pp +0.9 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 7.4 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 7.4 3.4% 6 +0.3 pp -0.1 pp -0.2 pp -0.4 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 7.3 4.8% 5 +0.2 pp +0.0 pp +0.2 pp +0.3 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.3 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 7.3 1.6% 5 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 7.3 1.9% 6 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 7.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 7.2 6.2% 2 +0.5 pp +6.2 pp +6.2 pp +6.2 pp
PFG Advisors CIK 0001694435 0.248 791 7.1 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 7.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 7.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 7.1 3.3% 5 +3.2 pp -0.3 pp -0.4 pp -12.9 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 7.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 7.0 1.4% 5 +0.0 pp -0.8 pp -0.7 pp -0.6 pp
CROBAN CIK 0001694663 0.128 81 7.0 3.1% 7 -1.2 pp -1.2 pp -0.3 pp +0.5 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 6.9 3.8% 5 +0.5 pp +0.5 pp +0.6 pp +0.9 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 6.9 1.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 6.9 0.9% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 6.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 6.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 6.9 0.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 6.8 4.0% 2 +0.3 pp +4.0 pp +4.0 pp +4.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 6.8 1.4% 7 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 6.8 3.0% 5 -0.0 pp -0.6 pp -0.7 pp -0.6 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 6.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 6.5 0.3% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 6.5 1.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
NWAM LLC CIK 0001655006 0.392 684 6.5 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 6.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 6.4 1.7% 6 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
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Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 6.3 1.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.8 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
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Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 5.6 2.8% 5 +0.1 pp -0.2 pp -0.4 pp -0.9 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Helium Advisors LLC CIK 0002056653 0.215 107 2.1 1.8% 5 +0.1 pp -0.3 pp +0.1 pp +0.5 pp
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Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.9 0.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
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MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.4 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp -1.8 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -1.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -4.9 pp -4.7 pp -4.7 pp -4.8 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
LFG Wealth Partners, LLC CIK 0002044171 0.104 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -4.4 pp -4.7 pp -4.7 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Coastline Complete Wealth LLC CIK 0002112134 0.171 55 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -1.3 pp -1.8 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -1.5 pp -1.6 pp -1.6 pp -1.6 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.1 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 +0.0 pp -0.2 pp -1.8 pp -3.5 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -11.3 pp -11.4 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -1.8 pp -1.9 pp -1.9 pp -1.9 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status