Signals

← Signals

☆IWP

1129 in-universe funds with a nonzero position in IWP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#283
Score / z0.775 / 0.97
Consensus391.64 over 756 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆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 2,685.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 918.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 719.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 716.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 352.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 350.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 341.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 328.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 316.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 292.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 276.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 238.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 222.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 218.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 206.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 187.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 162.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 132.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 116.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 105.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 105.0 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 92.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 90.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 87.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 75.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 73.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 72.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 70.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 68.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 59.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 58.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 56.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 56.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 54.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 54.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 48.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 46.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 45.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 44.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 40.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 39.2 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 37.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 34.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 33.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 32.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 32.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 32.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 29.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 29.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 28.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 28.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 28.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 26.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 26.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 24.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 24.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 21.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 19.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 19.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.2 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 18.9 11.0% 3 +0.8 pp +0.7 pp +11.0 pp +11.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 18.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 18.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 18.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 17.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 16.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 16.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 16.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 15.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 14.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 14.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 13.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Future Fund LLC CIK 0001911970 0.079 118 13.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 13.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 12.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 12.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 12.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 11.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 11.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.5 1.0% 3 -0.8 pp -0.9 pp +1.0 pp +1.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 10.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 10.8 4.2% 3 +0.1 pp +0.1 pp +4.2 pp +4.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 10.6 1.4% 3 -1.4 pp -1.5 pp +1.4 pp +1.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 10.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 9.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 9.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 9.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 8.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 8.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 7.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 7.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 7.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONNING INC. CIK 0000801051 0.496 327 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 6.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 6.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lee Financial Co CIK 0001391166 0.828 162 6.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.5 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 5.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IMS Capital Management CIK 0001343916 0.313 147 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 4.5 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.280 123 4.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 4.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 2.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Trust CIK 0001905128 0.729 334 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MWA Asset Management CIK 0001903058 0.228 129 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 1.9 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Investment Group LLC CIK 0001556168 0.792 77 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.4 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 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 1.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.4 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 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PACK Private Wealth, LLC CIK 0001907212 0.828 61 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holland Advisory Services, Inc. CIK 0001890183 0.471 49 1.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.9 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 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.9 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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Bank CIK 0001752212 0.260 318 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.5% 1 +0.5 pp -0.1 pp +0.5 pp +0.5 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.6 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 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.745 67 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Standard Family Office LLC CIK 0001809494 0.832 31 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 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 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 0.3 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 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stiles Financial Services Inc CIK 0001904832 0.261 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 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
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 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
☆Trust Co of the South CIK 0002008165 0.815 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.2 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 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
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.770 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.2 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 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Knott David M Jr CIK 0001892770 0.419 84 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 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
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 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
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 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
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 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 0.0 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
☆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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 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
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.0% 0 -0.1 pp -0.1 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
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.1 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 IWP). Qtrs Held counts distinct quarters this fund has actually held IWP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWP position size. Δ columns are the percentage-point change in IWP'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