Signals

IYW

1136 in-universe funds with a nonzero position in IYW within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23338
Score / z-0.064 / -0.10
Consensus344.35 over 676 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+51% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,611.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,029.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 938.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 798.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 755.9 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 551.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 313.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 277.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 273.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 201.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 200.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 182.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 170.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 152.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 149.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 143.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 134.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 121.4 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 117.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 108.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 102.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 90.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 89.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 84.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 72.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 69.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 66.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 64.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 64.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 64.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 60.5 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 56.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CW Advisors, LLC CIK 0001904976 0.000 0 54.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 54.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 54.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 48.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 43.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 41.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JB Capital LLC CIK 0001879371 0.629 280 39.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 38.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 38.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Apexium Financial, LP CIK 0001765285 0.880 288 35.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 34.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 33.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 33.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 32.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 31.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 31.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 29.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 27.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 25.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 25.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 23.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 23.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 21.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 21.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 20.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 20.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 19.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 19.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 18.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 18.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 16.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 16.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 16.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 15.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 15.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 15.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 14.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HC Advisors, LLC CIK 0001803295 0.581 62 14.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 13.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 13.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
&PARTNERS CIK 0000107136 0.806 2509 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 13.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 12.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FMR LLC CIK 0000315066 0.989 5571 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 12.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 12.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 11.7 0.0% 1 +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 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 11.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 11.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Summit X, LLC CIK 0001697729 0.000 0 10.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CPR Investments Inc. CIK 0001775053 0.174 55 10.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 10.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 10.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 10.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Finley Financial, LLC CIK 0002047823 0.690 110 10.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 10.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 9.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 9.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 9.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 8.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 8.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 8.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 8.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 8.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CERTUITY, LLC CIK 0001800752 0.558 672 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prostatis Group LLC CIK 0001649186 0.318 190 7.9 2.3% 3 +1.1 pp -0.2 pp +2.3 pp +2.3 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 7.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KWB Wealth CIK 0001822236 0.452 169 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 7.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 7.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Simmons Bank CIK 0001674486 0.467 369 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 6.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SWMG, LLC CIK 0001839255 0.473 100 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.7 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 5.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Graypoint LLC CIK 0001794198 0.550 526 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 5.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Invst, LLC CIK 0001867587 0.314 343 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 4.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 4.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 4.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Maia Wealth LLC CIK 0002010858 0.212 354 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Kilter Group LLC CIK 0002058915 0.349 1580 4.6 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 4.3 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Terra Nova Asset Management LLC CIK 0001658652 0.114 93 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Montis Financial, LLC CIK 0001844314 0.565 152 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQ LLC CIK 0001757605 0.412 87 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.5 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 2.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 2.4 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EWA, LLC CIK 0001835252 0.457 332 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LongView Wealth Management CIK 0001990190 0.308 227 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 2.1 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westwood Wealth Management CIK 0001861125 0.586 43 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CX Institutional CIK 0001737089 0.437 1568 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 1.6 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MKT Advisors LLC CIK 0001906802 0.646 155 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROOKTREE CAPITAL MANAGEMENT CIK 0001021296 0.542 44 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.1 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
5T Wealth, LLC CIK 0002039313 0.300 134 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unified Investment Management CIK 0002054855 0.105 141 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.8 0.0% 1 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.7 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Family Manage LLC CIK 0001539947 0.277 323 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WT Wealth Management CIK 0001780507 0.246 138 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Columbia Bank CIK 0002017259 0.353 165 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sensible Money, LLC CIK 0001965229 0.852 101 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HT Partners LLC CIK 0001552999 0.865 53 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warm Springs Advisors Inc. CIK 0002057078 0.195 45 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.577 763 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Widmann Financial Services, Inc. CIK 0001906640 0.281 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V2 Financial group LLC CIK 0002022843 0.490 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.3 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Human Investing LLC CIK 0001767513 0.861 105 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Campion Asset Management CIK 0001843492 0.531 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flower City Capital CIK 0001808394 0.859 49 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bonfire Financial CIK 0001762539 0.560 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWS Partners CIK 0001731731 0.307 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IYW). Qtrs Held counts distinct quarters this fund has actually held IYW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYW position size. Δ columns are the percentage-point change in IYW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status