Signals

← Signals

☆IWB

1350 in-universe funds with a nonzero position in IWB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23896
Score / z-1.171 / -1.52
Consensus494.44 over 914 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-22% / 2.0d

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,654.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,441.1 0.2% 1 +0.2 pp +0.2 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 1,619.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,512.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 992.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 934.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 831.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 810.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 649.8 0.0% 3 -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 604.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 562.7 0.0% 1 +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 545.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 538.8 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 538.8 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 477.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 465.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 456.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 437.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 398.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 395.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 338.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 317.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 271.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 268.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 266.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 254.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 247.5 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 224.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 224.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 223.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 196.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 189.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 188.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 186.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 182.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 168.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 162.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 158.4 8.3% 2 +8.0 pp +8.3 pp +8.3 pp +8.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 153.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 147.4 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 142.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 142.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 140.6 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 131.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 130.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 125.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 122.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 117.7 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 112.9 33.2% 1 +33.2 pp +33.2 pp +33.2 pp +33.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 112.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 103.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 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 96.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 89.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 87.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 84.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 80.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 75.1 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 73.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 72.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 70.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 70.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 68.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 66.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 64.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 63.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 63.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 62.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 60.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 60.4 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 60.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 59.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 59.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 58.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 57.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 52.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 52.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 49.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 48.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 48.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 48.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 47.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 47.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 46.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 46.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 45.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 44.0 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 43.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 42.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 41.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 40.7 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 40.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 39.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 39.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 39.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 38.4 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 38.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 37.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Busey Bank CIK 0001427202 0.741 388 36.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 36.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 35.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 35.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 34.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 34.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 34.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 33.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 32.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 30.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 30.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 30.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 29.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 29.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 29.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 29.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 29.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 28.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 28.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 28.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 28.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 27.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 27.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 27.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 26.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 26.1 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 26.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 25.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 24.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 24.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 23.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 22.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 22.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 20.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 20.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 20.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 19.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 19.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 18.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 18.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 18.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 18.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 18.1 11.9% 3 +0.8 pp +0.5 pp +11.9 pp +11.9 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 18.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 17.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 17.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 16.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 16.7 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 16.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 16.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 16.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 15.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 15.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 15.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 14.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 14.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 14.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 14.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 14.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 13.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 13.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 13.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 12.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 11.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 11.8 12.3% 2 +0.2 pp +12.3 pp +12.3 pp +12.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 11.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Campion Asset Management CIK 0001843492 0.531 83 11.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 11.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.7 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 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 10.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 10.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 9.9 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 9.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 9.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 9.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 9.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 9.1 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 9.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 8.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 8.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 8.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 8.3 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 8.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 7.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 7.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 6.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 6.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 5.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 5.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 5.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 5.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 5.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 5.0 1.9% 3 -0.3 pp -0.4 pp +1.9 pp +1.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Apella Capital, LLC CIK 0001801507 0.827 695 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆PEOPLES BANK /OH CIK 0000934866 0.385 100 4.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Next Capital Management LLC CIK 0001752762 0.504 138 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆GREENLEAF TRUST CIK 0001162170 0.956 867 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ENZI WEALTH CIK 0001887441 0.755 76 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 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 0.1 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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -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
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 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 0.0 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
☆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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 1 +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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 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
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +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
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 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 0.0 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 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
☆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
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 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 0.0 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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 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
☆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
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 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
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 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
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.7 pp -0.4 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 IWB). Qtrs Held counts distinct quarters this fund has actually held IWB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWB position size. Δ columns are the percentage-point change in IWB'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