Signals

IWF

2235 in-universe funds with a nonzero position in IWF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#166
Score / z1.251 / 1.59
Consensus707.96 over 1394 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
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 12,405.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 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 11,619.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4,067.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 3,732.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,063.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,555.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,244.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,143.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,829.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,481.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,437.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,321.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,159.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1,087.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 894.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 837.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 764.2 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 711.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 637.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 546.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 540.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 536.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 515.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 515.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 496.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 473.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 448.4 0.0% 1 +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 440.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 428.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 398.2 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 375.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 367.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 342.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 321.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 295.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 286.0 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 284.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 282.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 279.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 276.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 267.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 251.8 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 246.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 246.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 239.3 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 237.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 222.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 211.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 202.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 198.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 198.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 193.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 184.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 181.7 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 181.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 180.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 173.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 169.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 168.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 166.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 159.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 154.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 150.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 150.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 149.9 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 148.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 129.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 129.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 123.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 119.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 116.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 116.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 114.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 114.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 108.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Qalhat Capital Ltd CIK 0001884252 0.000 0 106.5 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 105.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 104.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 100.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 97.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 96.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 95.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 93.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 92.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 92.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 92.5 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 92.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 92.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 87.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 87.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 86.5 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 83.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 82.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 80.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 80.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 80.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Graypoint LLC CIK 0001794198 0.550 526 79.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 76.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 75.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 74.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 72.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 69.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 68.8 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
CX Institutional CIK 0001737089 0.437 1568 66.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 66.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 64.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 63.3 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 62.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 60.2 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 60.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 58.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 57.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 57.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 55.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 55.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 54.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 54.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 53.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 52.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 52.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 51.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 51.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 51.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 51.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 50.1 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 49.1 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 48.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 48.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 47.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 47.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 47.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 47.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 46.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 46.3 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 44.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 44.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 44.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 44.3 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
RMR Wealth Builders CIK 0001803848 0.732 316 44.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 43.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 43.7 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 43.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 43.3 25.2% 3 +1.7 pp +0.3 pp +25.2 pp +25.2 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 43.2 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 43.0 29.7% 1 +29.7 pp +29.7 pp +29.7 pp +29.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 42.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 42.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 41.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 41.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 41.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 41.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Newbrook Capital Advisors LP CIK 0001389875 0.320 14 40.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 40.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 40.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 39.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 39.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 38.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 37.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 37.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 36.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 36.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 35.7 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 35.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 35.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 34.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 34.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 34.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
XML Financial, LLC CIK 0001800465 0.420 447 34.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 34.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 34.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 34.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Simmons Bank CIK 0001674486 0.467 369 34.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 33.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TSFG, LLC CIK 0001800513 0.413 891 33.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 32.6 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 32.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 32.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 32.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 32.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 31.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 31.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 30.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 30.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CW Advisors, LLC CIK 0001904976 0.000 0 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 29.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 29.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 29.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 29.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 29.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 29.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 28.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 28.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 28.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
PFW Advisors LLC CIK 0001989744 0.585 124 28.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 28.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 27.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 27.5 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 26.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 26.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 26.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 25.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 25.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 24.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 24.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 24.6 3.3% 3 -0.0 pp -0.4 pp +3.3 pp +3.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 24.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 23.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 23.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 23.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 23.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 23.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 23.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Americana Partners, LLC CIK 0001797678 0.514 596 23.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 23.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 23.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 22.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 22.6 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 22.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 22.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 22.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 21.8 21.0% 2 +1.0 pp +21.0 pp +21.0 pp +21.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 21.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 21.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 21.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 21.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 21.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 20.9 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 20.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 20.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 20.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
&PARTNERS CIK 0000107136 0.806 2509 20.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 20.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
STAR Financial Bank CIK 0001965329 0.528 109 20.1 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 20.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 19.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 19.8 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 19.6 18.9% 2 +1.3 pp +18.9 pp +18.9 pp +18.9 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 19.5 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 19.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 19.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 19.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 19.1 7.3% 2 +0.3 pp +7.3 pp +7.3 pp +7.3 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 19.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 18.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 18.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 18.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 18.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 18.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 18.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 17.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 17.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 17.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 17.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 17.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 17.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 17.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 17.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 17.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 16.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 16.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 16.5 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 16.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 15.9 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 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 15.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
Breakwater Capital Group CIK 0001964309 0.408 374 15.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisor OS, LLC CIK 0001767580 0.509 586 15.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 15.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 15.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 15.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 15.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 15.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Curi Capital, LLC CIK 0001332905 0.548 888 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 14.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 14.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 14.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 14.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 14.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 14.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.8 0.1% 3 -0.9 pp -1.0 pp +0.1 pp +0.1 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 13.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NWAM LLC CIK 0001655006 0.392 684 13.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 13.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 13.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Narwhal Capital Management CIK 0001461287 0.675 155 13.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 13.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 13.1 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 12.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 12.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 12.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 12.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 12.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 12.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
IMS Capital Management CIK 0001343916 0.313 147 12.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 12.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Grove Bank & Trust CIK 0001662212 0.546 886 12.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Brickley Wealth Management CIK 0001712533 0.861 68 12.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 12.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 12.0 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 11.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 11.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 11.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 11.3 6.3% 3 +1.4 pp +0.9 pp +6.3 pp +6.3 pp
XPONANCE LLC CIK 0001637541 0.815 1841 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 11.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 11.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 11.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Busey Bank CIK 0001427202 0.741 388 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 11.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 11.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
2UniFi Bank CIK 0002040900 0.000 0 10.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 10.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 10.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 10.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 10.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 10.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FLC Capital Advisors CIK 0001713697 0.549 229 10.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CONNING INC. CIK 0000801051 0.496 327 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 10.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 10.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 10.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 10.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 9.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 9.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 9.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Eukles Asset Management CIK 0001632553 0.343 228 9.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 9.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 9.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 9.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Patten Group, Inc. CIK 0001633207 0.286 325 9.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Community Bank, N.A. CIK 0001632187 0.503 530 9.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 9.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REBALANCE, LLC CIK 0001811052 0.941 103 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 9.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 9.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 8.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 8.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 8.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 8.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
American Trust CIK 0001905128 0.729 334 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 8.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 8.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 8.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 8.3 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 8.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 8.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 8.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 8.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apexium Financial, LP CIK 0001765285 0.880 288 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McAdam, LLC CIK 0001695490 0.802 516 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 7.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 7.9 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TCW GROUP INC CIK 0000850401 0.730 629 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 7.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Next Capital Management LLC CIK 0001752762 0.504 138 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 7.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Monument Capital Management CIK 0001729428 0.068 262 7.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Partnership Wealth Management, LLC CIK 0002010656 0.560 67 7.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 7.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 7.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 7.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 7.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 7.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 7.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Next Level Private LLC CIK 0001910366 0.538 174 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 7.4 3.6% 3 -0.0 pp -1.0 pp +3.6 pp +3.6 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 7.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 7.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 7.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 7.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 7.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 7.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 6.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 6.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
First Western Trust Bank CIK 0001513189 0.923 215 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SOL Capital Management CO CIK 0001339270 0.000 0 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Embree Financial Group CIK 0002020860 0.466 283 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 6.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 6.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 6.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 6.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 6.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 6.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 5.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Dynamic Financial Group CIK 0002061178 0.528 76 5.9 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Widmann Financial Services, Inc. CIK 0001906640 0.281 123 5.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 5.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 5.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 5.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JSF Financial, LLC CIK 0001802224 0.568 141 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.4 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 5.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cadence Bank CIK 0001299939 0.688 332 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bollard Group LLC CIK 0001556218 0.801 308 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 5.2 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 5.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 5.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 5.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summa Corp. CIK 0001954929 0.569 83 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 5.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Verum Partners LLC CIK 0001958984 0.585 200 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 4.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 4.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clarius Group, LLC CIK 0001664214 0.831 384 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 4.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Key FInancial Inc CIK 0001801720 0.372 1356 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DAVIS R M INC CIK 0000891287 0.824 280 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 4.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Goodman Financial Corp CIK 0001382303 0.242 73 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 4.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sierra Capital LLC CIK 0001787274 0.509 228 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 4.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 4.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MAYPORT, LLC CIK 0001922875 0.801 134 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 3.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
InvesTrust CIK 0002050848 0.267 95 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
jvl associates llc CIK 0001915765 0.770 79 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Clark & Stuart, Inc CIK 0002048750 0.432 57 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFC Advisors LLC CIK 0002053348 0.691 179 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 3.5 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Woodline Partners LP CIK 0001784547 0.424 1011 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Client First Capital LLC CIK 0001822065 0.803 26 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Glenview Trust Co CIK 0001691827 0.856 500 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 3.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cypress Capital Group CIK 0001341748 0.370 314 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dentgroup LLC CIK 0001867570 0.289 93 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Towercrest Capital Management CIK 0001633288 0.713 110 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Suncoast Equity Management CIK 0001315059 0.572 63 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NFSG Corp CIK 0001879757 0.275 1245 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Snider Financial Group CIK 0001820681 0.424 103 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
General Partner, Inc. CIK 0001800508 0.326 167 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Auour Investments LLC CIK 0001789310 0.580 95 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Plancorp, LLC CIK 0001599579 0.797 425 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Allegheny Financial Group CIK 0001844148 0.552 305 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Veracity Capital LLC CIK 0001811005 0.270 223 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Clifford Group, LLC CIK 0001965522 0.474 86 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 2.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Insight Inv LLC CIK 0001909322 0.208 109 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trust Co of the South CIK 0002008165 0.815 146 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Balentine LLC CIK 0001586678 0.932 243 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hoese & Co LLP CIK 0001840268 0.583 183 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Cooper Financial Group CIK 0001751581 0.393 448 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 2.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 2.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VeraBank, N.A. CIK 0001767297 0.624 167 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Great Waters Wealth Management CIK 0001964535 0.929 127 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Archer Investment Corp CIK 0001803804 0.301 1254 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tassel Capital Management, Inc. CIK 0001999208 0.795 45 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.1 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brown Financial Advisory CIK 0001843853 0.850 49 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Petix & Botte Co CIK 0001803255 0.507 144 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Friday Financial CIK 0002048792 0.653 108 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Legacy Trust CIK 0001772483 0.355 210 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 2.0 0.8% 3 +0.1 pp -0.2 pp +0.8 pp +0.8 pp
Bensler, LLC CIK 0001965941 0.354 198 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thomasville National Bank CIK 0001561790 0.600 241 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Glassman Wealth Services CIK 0001642160 0.931 236 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Emprise Bank CIK 0002018815 0.570 109 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rossmore Private Capital CIK 0001733082 0.520 340 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
S.A. Mason LLC CIK 0001800911 0.217 282 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Renasant Bank CIK 0001656167 0.136 141 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BSW Wealth Partners CIK 0001512601 0.641 331 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Brookmont Capital Management CIK 0001512978 0.340 61 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.687 137 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EWA, LLC CIK 0001835252 0.457 332 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Essex Bank CIK 0001752212 0.260 318 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UNITED BANK CIK 0001286478 0.652 130 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Activest Wealth Management CIK 0001883134 0.526 1477 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Columbia Bank CIK 0002017259 0.353 165 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Realta Investment Advisors CIK 0001776792 0.189 378 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farmers National Bank CIK 0001632966 0.440 180 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stanich Group LLC CIK 0002023324 0.748 52 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LS Investment Advisors, LLC CIK 0001455845 0.516 127 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atala Financial Inc CIK 0002053756 0.240 121 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NWK Group, Inc. CIK 0001803054 0.429 71 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 1.2 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Addison Advisors LLC CIK 0001843745 0.131 707 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPH & CO CIK 0000941519 0.731 283 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
David Wealth Management LLC CIK 0002042337 0.705 55 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Bank & Trust CIK 0001692632 0.535 270 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.1 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MA Private Wealth CIK 0001767474 0.750 88 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF HAWAII CIK 0000315080 0.804 233 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Family Manage LLC CIK 0001539947 0.277 323 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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
Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LM Advisors LLC CIK 0002011314 0.053 224 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
One Day In July LLC CIK 0001823172 0.854 167 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lee Financial Co CIK 0001391166 0.828 162 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KilterHowling LLC CIK 0001759354 0.789 50 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parker Financial LLC CIK 0001965668 0.845 37 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.8 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 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cassia Capital Partners, LLC CIK 0001844897 0.548 69 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EdgeRock Capital LLC CIK 0001908378 0.652 134 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aufman Associates Inc CIK 0001801573 0.746 67 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baring Financial LLC CIK 0002052588 0.395 83 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bell Bank CIK 0001002672 0.895 195 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.7 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jentner Corp CIK 0001695908 0.884 54 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Well Done, LLC CIK 0001667132 0.522 202 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S&CO INC CIK 0001082461 0.523 222 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dempze Nancy E CIK 0001592614 0.301 91 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
360 Financial, Inc. CIK 0001802324 0.655 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Life Planners CIK 0002053368 0.608 339 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SFMG, LLC CIK 0001512026 0.796 334 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NVWM, LLC CIK 0001697274 0.201 780 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IRON Financial LLC CIK 0001595509 0.376 151 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headland Capital, LLC CIK 0002056637 0.802 64 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 0.343 91 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 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 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Future Fund LLC CIK 0001911970 0.079 118 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FCA CORP /TX CIK 0001166402 0.236 203 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Perspectives, Inc CIK 0001909565 0.875 49 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grange Capital, LLC CIK 0002048387 0.138 54 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Planning Center, Inc. CIK 0001910966 0.907 84 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPWM LLC CIK 0001801101 0.514 98 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retireful, LLC CIK 0001919176 0.005 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Management LLC CIK 0001583092 0.804 95 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Matisse Capital CIK 0001668256 0.148 158 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Members Trust Co CIK 0001677560 0.939 170 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parker Investment Management, LLC CIK 0001672070 0.639 39 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bonfire Financial CIK 0001762539 0.560 60 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RB Capital Management, LLC CIK 0001695582 0.450 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Office Research LLC CIK 0002041267 0.653 85 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avondale Wealth Management CIK 0001738720 0.648 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.765 190 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSM CAPITAL PARTNERS LLC CIK 0001214639 0.842 70 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RDA Financial Network CIK 0001774086 0.257 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clean Yield Group CIK 0001525865 0.299 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodwin Investment Advisory CIK 0001803294 0.000 28 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Rivers Group CIK 0001798924 0.313 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baugh & Associates, LLC CIK 0001730818 0.383 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Five Oceans Advisors CIK 0001876326 0.524 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Randolph Co Inc CIK 0001475150 0.451 47 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TTP Investments, Inc. CIK 0001682576 0.000 30 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Haven Private, LLC CIK 0002053665 0.243 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Broadleaf Partners, LLC CIK 0001712686 0.216 86 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benin Management CORP CIK 0001352871 0.711 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alcosta Capital Management, Inc. CIK 0001842509 0.556 22 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Standard Family Office LLC CIK 0001809494 0.832 31 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 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
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Field & Main Bank CIK 0001594492 0.202 271 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Core Alternative Capital CIK 0001776878 0.274 201 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 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
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Capital Management, LLC CIK 0001901166 0.696 128 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 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
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 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
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 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
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
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 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
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 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
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
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IWF). Qtrs Held counts distinct quarters this fund has actually held IWF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWF position size. Δ columns are the percentage-point change in IWF'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