Signals

← Signals

☆IWV

992 in-universe funds with a nonzero position in IWV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#354
Score / z0.656 / 0.57
Consensus339.12 over 587 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+66% / 1.6d ⚡

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 ▾
☆SCS Capital Management LLC CIK 0001303159 0.917 485 691.6 7.3% 4 -0.4 pp -0.4 pp +0.0 pp +7.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 667.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 630.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 488.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 370.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 342.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 312.8 8.2% 4 +4.4 pp +7.5 pp +7.6 pp +8.2 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 196.3 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 195.7 11.9% 4 -6.5 pp -10.5 pp -11.3 pp +11.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 169.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 148.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 143.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 133.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 126.3 7.2% 4 -0.4 pp -0.5 pp -0.5 pp +7.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 125.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 124.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 118.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 109.1 19.6% 4 -0.3 pp -0.5 pp +0.0 pp +19.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 107.0 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 102.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 101.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 93.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 90.0 8.9% 4 -0.4 pp -0.5 pp -0.5 pp +8.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 83.0 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 82.5 16.2% 4 +3.1 pp +3.7 pp +4.9 pp +16.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 72.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 64.8 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 64.2 2.5% 4 -0.2 pp -0.4 pp -0.6 pp +2.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 63.2 1.5% 4 -0.0 pp +0.2 pp +0.3 pp +1.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 60.9 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 60.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 59.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 59.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 59.2 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 57.1 2.0% 4 -0.1 pp -0.5 pp -0.7 pp +2.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 57.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 54.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 53.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 53.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 53.3 2.8% 1 +2.8 pp +2.8 pp -0.5 pp +2.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 52.4 0.3% 4 -0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 51.5 0.7% 4 +0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 51.1 9.3% 4 -0.8 pp -0.2 pp -0.3 pp +9.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 48.4 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 47.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 46.2 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Wind River Trust Co CIK 0001657703 0.905 12 46.0 17.3% 4 -0.6 pp -0.0 pp -0.2 pp +17.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 45.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 44.8 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 41.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 41.6 14.2% 4 -0.9 pp -3.3 pp -4.3 pp +14.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 39.5 0.9% 4 -0.0 pp -0.7 pp -0.9 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 35.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 34.6 2.9% 4 +0.2 pp +0.2 pp +0.3 pp +2.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 32.2 13.4% 4 +4.1 pp +0.6 pp +1.4 pp +13.4 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 30.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 29.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 29.7 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 29.4 3.1% 6 -0.4 pp -1.0 pp -1.1 pp -0.9 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 28.9 6.1% 4 +0.4 pp -0.4 pp -0.9 pp +6.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 27.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 26.7 5.1% 4 -0.4 pp -0.5 pp -0.7 pp +5.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 26.4 1.4% 4 -0.0 pp -0.2 pp -0.3 pp +1.4 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 26.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 26.2 12.3% 4 -0.5 pp -0.4 pp -0.2 pp +12.3 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 26.1 3.2% 4 +0.0 pp -0.0 pp -0.2 pp +3.2 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 25.0 11.7% 4 +0.4 pp +1.0 pp +1.1 pp +11.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 24.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 21.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 21.7 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 21.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 21.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 20.9 1.7% 4 -0.1 pp -0.2 pp -0.2 pp +1.7 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 20.8 7.8% 4 +0.5 pp +0.1 pp +0.7 pp +7.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 20.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 19.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 18.8 8.5% 4 -0.3 pp -0.4 pp -1.6 pp +8.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 18.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 17.1 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 16.6 15.2% 4 -0.1 pp -2.0 pp -1.5 pp +15.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 16.3 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 15.9 1.9% 4 -0.1 pp -1.8 pp -1.9 pp +1.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 15.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 15.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 15.5 1.1% 4 -0.2 pp -0.3 pp -0.5 pp +1.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 15.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 15.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 14.9 6.5% 4 +0.2 pp -0.1 pp +0.1 pp +6.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 14.3 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 14.2 5.8% 4 -0.0 pp +0.0 pp -0.1 pp +5.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 13.7 3.2% 4 -0.2 pp -0.1 pp -0.0 pp +3.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 13.4 1.7% 4 -0.1 pp -0.2 pp -0.2 pp +1.7 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 13.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 13.0 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 12.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.0 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 11.6 1.0% 4 -0.2 pp -0.3 pp -0.2 pp +1.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆jvl associates llc CIK 0001915765 0.770 79 10.8 3.6% 4 -0.0 pp -0.0 pp -0.1 pp +3.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 10.6 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 10.5 8.5% 4 -0.3 pp +0.4 pp +0.4 pp +8.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 9.3 2.6% 4 -0.4 pp -0.3 pp -0.2 pp +2.6 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 9.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 8.5 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.4 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 8.3 2.8% 4 +0.0 pp -0.1 pp +0.1 pp +2.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.3 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 8.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 8.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 7.9 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 7.8 2.3% 4 +0.2 pp +0.2 pp +0.1 pp +2.3 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 7.7 4.1% 4 -0.0 pp +0.0 pp -0.6 pp +4.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 7.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 7.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 7.2 2.6% 2 +1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Legacy Trust CIK 0001772483 0.355 210 7.0 1.3% 4 -0.1 pp -0.1 pp -0.4 pp +1.3 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.9 3.0% 4 -1.1 pp -1.2 pp -1.2 pp +3.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 6.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 6.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 6.6 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 6.6 2.1% 4 +0.2 pp -0.2 pp -0.2 pp +2.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 6.5 2.2% 4 +0.9 pp +0.8 pp +1.8 pp +2.2 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 6.4 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHI TRUST Co LLC CIK 0002013902 0.796 59 6.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 6.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 6.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 6.1 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 5.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 5.7 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 5.6 1.3% 4 -0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 5.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 5.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 5.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 5.4 2.1% 4 -0.2 pp -0.4 pp -0.4 pp +2.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 5.1 4.4% 4 -0.2 pp -0.2 pp -0.2 pp +4.4 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 5.0 1.3% 4 -0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 4.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 4.8 1.3% 4 -0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.7 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.6 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 4.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 4.2 1.7% 4 -0.0 pp +0.0 pp +0.0 pp +1.7 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 4.2 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 4.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 3.8 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 3.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 3.8 0.4% 4 -0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 3.8 2.2% 4 -0.1 pp -0.2 pp -0.2 pp +2.2 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 3.8 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Simmons Bank CIK 0001674486 0.467 369 3.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 4 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 3.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 3.3 1.5% 4 +0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 3.3 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 3.3 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 3.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.1 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 3.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 3.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.0 1.4% 4 -0.2 pp -0.3 pp -0.3 pp +1.4 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 3.0 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 2.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 2.7 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Renasant Bank CIK 0001656167 0.136 141 2.7 1.9% 4 -0.0 pp +0.2 pp +0.2 pp +1.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.7 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 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.6 0.1% 4 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.6 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.5 0.4% 4 -0.1 pp -0.6 pp -0.6 pp +0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.4 1.7% 5 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 2.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 2.4 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 2.4 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 2.3 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 2.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.2 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.1 0.5% 5 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.1 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.1 0.8% 4 -0.1 pp -0.4 pp -0.2 pp +0.8 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 2.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 2.0 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.0 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 1.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.9 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 1.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 1.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 1.8 1.2% 4 -0.2 pp -0.3 pp -0.1 pp +1.2 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 1.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 1.7 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 1.6 0.8% 4 -0.0 pp -0.3 pp -0.3 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.6 0.0% 5 -0.5 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.6 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 1.5 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 1.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 1.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.4 0.2% 4 +0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 1.3 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 1.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 1.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.2 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 1.1 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 1.0 1.1% 4 +0.4 pp +0.4 pp +0.4 pp +1.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 1.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.9 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 0.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.9 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.9 0.3% 2 -0.0 pp +0.3 pp -0.0 pp +0.3 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 0.9 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.8 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.8 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.8 0.6% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.8 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Advisors LLC CIK 0001687156 0.757 194 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 0.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.7 0.4% 2 -0.0 pp +0.4 pp +0.0 pp +0.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 0.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ASL Financial, LLC CIK 0002105933 0.440 99 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.6 0.3% 4 -0.4 pp -0.4 pp -0.6 pp +0.3 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.5 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.5 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WLTH Capital Management, LLC CIK 0002112635 0.480 29 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JACOBS & CO/CA CIK 0001055544 0.441 134 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.4 0.0% 4 -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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.3 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briggs Wealth Management, Inc CIK 0002109156 0.631 61 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.3 0.2% 2 -0.0 pp +0.2 pp -0.1 pp -0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.019 351 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.2 0.1% 4 -0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.2 0.1% 4 +0.0 pp -0.0 pp -0.4 pp +0.1 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.2 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kearns & Associates LLC CIK 0001908695 0.848 41 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 4 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.1 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 4 -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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 -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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -0.1 pp -2.8 pp -2.8 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -2.6 pp -2.6 pp -2.8 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -2.4 pp -2.3 pp -2.2 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -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% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.5 pp -0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -15.6 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.2 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 -4.3 pp -2.1 pp -2.1 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -3.1 pp -3.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Campion Asset Management CIK 0001843492 0.531 83 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.0 0.0% 0 +0.0 pp -0.1 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 IWV). Qtrs Held counts distinct quarters this fund has actually held IWV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWV position size. Δ columns are the percentage-point change in IWV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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